Assumptions That Pre-Retirees Make That Could Hurt Them
Listen now
Description
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. 
More Episodes
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. 
Published 06/22/24
In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion. 
Published 06/08/24