All Episodes

Displaying episodes 1 - 30 of 216 in total

Alternative Investments

In this 2-minute episode Brian discusses alternatives to stocks, bonds, and CDs.

Medicare Supplement Costs

In this 2-minute episode Brian discusses the costs associated with Medicare supplements.

Required Minimum Distributions (RMDs)

In this 2-minute episode Brian discusses what you need to know about required minimum distributions.

Selling Investment Real Estate

In this 2-minute episode Brian discusses what you need to know when selling real estate bought as an investment.

30 Important Decisions In Life

In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right.

Investing In Passive Real Estate Using A DST.

In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust.

Prioritizing Your Wealth

In this 2-minute episode Brian discusses prioritizing your wealth so it fulfills its purpose.

Investing In Precious Metals

In this 2-minute episode Brian discusses whether investing in precious metals such as gold and silver is a wise choice.

Dollar Cost Averaging

In this 2-minute episode Brian discusses dollar cost averaging - the practice of investing a fixed amount o a regular basis regardless of share price.

Creative Destruction

In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive.

1040 Treasure Hunt

In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form.

Stock Market Rallies - Are They Real?

In this episode Brian discusses short-term stock market rallies, the annuity debate, the fed's recent meeting, and the growth and evolution of Madrona Financial and th...

Retirement Mistakes - Social Security

In this 2-Minute episode Brian discusses maximizing social security.

Retirement Mistakes - Inflation

In this 2-Minute episode Brian discusses the effects of inflation in retirement.

Retirement Mistakes - Taxes

In this 2-Minute episode Brian discusses making a retirement mistake involving income taxes.

The Size of the Market Sectors

In this 2-Minute episode Brian discusses the relative size of different sectors of the market.

Selling Investment Real Estate

In this 2-Minute episode Brian discusses selling actively managed real estate and getting into passive real estate using a Delaware Statutory Trust.

False Market Rallies

In this episode Brian discusses false stock market rallies. sectors of the market, interesting recent case, pension decisions, and Delaware Statutory Trusts for passiv...

Estatate Tax

In this 2-minute episode Brian discusses the basics of estate taxes.

The Section 1035 Exchange

In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange.

Premium Finance Life Insurance

In this 2-minute episode Brian discusses the unique concept of premium finance life insurance and who it's right for.

When Can I Retire

In this 2-minute episode Brian discusses how to determine when you can actually retire.

Passive Real Estate

In this 2-minute episode Brian discusses the choices to consider in passive real estate investing.

All About Annuities

In this episode Brian discusses understanding annuity fees, strategies of safe investments along side riskier ones, fixed index annuities, CDs, and money markets, and ...

Annuity Crediting Options

In this 2-minute episode Brian discusses the different ways your annuities can be credited.

Business Structures

In this 2-minute episode Brian discusses the different structures you can use for your business.

The Financial Toolbox

In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal.

Market Sector Sizes

In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.

Pension Decisions

In this episode Brian discusses the different ways to take a pension payout.

Taxes

In this episode Brian discusses moving to a state that does not have a state tax, income tax deductions, credits and deferrals, along with why you may want to pay more...

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