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.

In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded.

In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates.

In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.

In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.

In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement,

and Unintended tax consequences for those not paying attention.