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The CPA and Advisor Disconnect

In this episode Brian and Jeff discuss why more people are re-thinking where they'll retire, and the CPA and advisor disconnect. 


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The Future Of Wealth Navigation - Not Accumulation.

In this episode Brian and Jeff discuss the future of wealth navigation - not accumulation, and why financial planning is becoming life design. 


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The Annuity Boom - Why So Many Retirees Are Choosing Protection Over Risk

In this episode Brian and Jeff discuss The Annuity Boom and DIY Retirement Planning - is saving the advisor fee actually costing you money?


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The Wealth Habit Most People Never Build

In this episode Jeff and Brian discuss the wealth habit most people never build and the cost of financial drift - why doing nothing is a decision. 


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Problems With Oversimplified Retirement Plans

In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have. 


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