• Your Questions Answered
    Sep 30 2024

    In this episode Brian answers questions from listeners.

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    53 mins
  • What To Do If You Have An Annuity That Isn't Performing Well
    Sep 21 2024

    In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed.

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    52 mins
  • Six Transitions In Retirement And How To Prepare For Them
    Sep 14 2024

    In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now.

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    53 mins
  • What You Need To Know Before Your Spouse Passes
    Sep 7 2024

    In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.

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    53 mins
  • Three Investment Myths That May Cost You Money
    Aug 31 2024

    In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today.

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    53 mins
  • What To Do Now Before Interest Rates Start Dropping
    Aug 26 2024

    In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions.

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    53 mins
  • How To Turn Your 401 K Into Retirement Income.
    Aug 26 2024

    In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.

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    53 mins
  • Sell-Off On Wall Street - What Happened.
    Aug 10 2024

    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.

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    52 mins