Episodios

  • KIRO Personal Finance Update - Smart Moves For Grads and Parents
    May 22 2025

    In this episode Brian and Charlie discuss smart move for grads and parents

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    5 m
  • KIRO Personal Finance Update - Stock Market Volatility
    May 19 2025

    In this week's episode Brian discusses stock market volatility with KIRO Radio's Charlie Harger.

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    4 m
  • Money Conversations Women Can't Afford To Skip
    May 19 2025

    In this episode Brian and Jeff discuss money conversations that women can't afford to skip and open Q&A segment for women on retirement.

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    51 m
  • Four Tips On Maintaining Your Retirement Plan
    May 12 2025

    In this episode Brian and Jeff discuss 4 tips on maintaining your retirement plan and the difference between estate planning, legacy planning and what an elder law attorney does.

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    56 m
  • 6 Calculations Many People Get Wrong
    Apr 27 2025

    In this episode Brian and Jeff discuss 6 calculations many people get wrong and what to do with your 1040 form.

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    53 m
  • Answering Your Listener Questions
    Apr 21 2025

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

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    53 m
  • 7 Common Missed Tax Planning Opportunities
    Apr 15 2025

    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.

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    53 m
  • The Tax Law Is Written In Pencil
    Apr 5 2025

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

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    53 m
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