Jun 15, 2023
In this episode, Brian & Brett talk about a new scam to watch out for, this one is aimed at buisiness owners. Also, why is Costco talking recession and why it is so important to actually listen to the fiduciary from whom you're seeking advice.
Here are the questions Brian answers on today’s show:
Taxes, The Fed And 401K's
Jun 8, 2023
There are a lot of moving pieces in retirement and keeping track of it all is not easy. Do you have forgotten 401K's? Are we in for another rate hike? What happens just 6 months shy of your 60th birthday? Brian talks about these topics and more in this episode.
Here are the questions Brian answers on...
Jun 1, 2023
When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?
Here are the...