In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them.

In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans.

In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.

In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority.

In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.

In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid.

In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them. Also, how to create one plan for mulriple market possibilities.

In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.