In this episode Brian welcomes Danielle Meister from the Salt Lake City office to answer your listener questions. 

In this episode Brian and Jeff discuss 7 common tax planning myths and 3 ways to generate income in retirement - which is right for you. 

In this episode Brian and Jeff discuss that the tax law is constantly changing and the risks associated with losing a spouse in retirement. 

In this episode Brian and Jeff discuss real estate investment risks you may not know exist and mistakes people make with their 401Ks. 

In this episode Brian and Jeff discuss seven signs your plan or portfolio is not right for you and what you need to know about Trump's tariff and trade wars. 

In this episode Brian and Jeff discuss why your taxes may be worse in retirement and what to do about it. Also what a flat market cycle could mean for your retirement. 

in this episode Brian and Jeff discuss 7 common tax planning missed opportunities and 3 ways to generate income in retirement. 

In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.

In this episode Brian and Jeff discuss 7 retirement myths and whether the 60/40 stock-bond split is still relevant. 

In this episode Brian and Jeff discuss beginning and end of year financial tasks and how to plan your retirement if you want to retire early.