All Episodes

Displaying episodes 1 - 30 of 132 in total

What You Need To Know About Working with Multiple Advisors

In this episode Brian talks about the evolution of Growing Your Wealth, problems that come with working with multiple advisors, understanding what your advisor can and...

What To Do Now That Tax Season Is Over

In this episode Brian discusses when tax minimization starts, why you need an CPA/Advisor combo, and the 1040 tax form treasure hunt - what Brian sees when he looks at...

Passive Real Estate With a Delaware Statutory Trust

In this episode Brian welcomes Madrona's newest advisor, Nick Smelzer. Brian and Nick discuss complete financial planning, the "team approach," and passive real estate.

Estate Planning Tips

In this week's episode, Brian discusses estate planning with Paul Grant of planningwithpurpose.com. Brian also talks about his new book, "The 7 steps To A Successful R...

Christians, Mechanics, and Your 401 K

In this episode Brian discusses the new topic library our listeners can use to answer their questions, inflation and its effects, reverse mortgages, and 401 Ks.

The Entrepreneur's Wheel

In this episode Brian discusses the entrepreneur's wheel - a guide to starting a business. He also talk about reviewing a tax return for missed opportunities, structur...

Gifting Strategies and Estate Taxes

In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington Sta...

Five Primary Areas To Invest In

In this episode Brian discusses the five primary areas you can invest in. They are cash and cash equivalents, insurance company products, real estate, equities, and bo...

Life Insurance and Trusts

In this episode, Brian discusses term life insurance vs permanent life insurance, the importance of umbrella insurance, funding permanent life insurance vs retirement ...

All About Real Estate and REITs

In this episode Brian talks about real estate "capitalization rates," depreciation recapture, and capital gains on real estate, Opportunity Zones, and public vs privat...

Investment Real Estate

In this episode Brian welcomes Derek Doke. Derek has been an asset manager, property manager, licensed broker, investor, syndicator, and real estate educator for over ...

Estate Planning

In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com.

Medicare, Medicaid, and Long Term Care Insurance

In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid.

Annual Year in Review - 2021

In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand whe...

All About Annuities

In this episode Brian talks about understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the p...

Ages, 401Ks, Tax Rates, and Annuities

In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of ...

All About Taxes

In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one ...

Timing The Market

In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs.

The True Meaning of the Fiduciary Standard

In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks,...

The Tools In A Financial Toolbox

In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan

Five Goals Of Financial Planning

In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution p...

Charitable Gifting Strategies

In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship...

Social Security Basics and Estate Taxes

In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model.

Life Insurance Types and Uses

In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trust...

Investment Real Estate

In this episode Brian discusses owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Stat...

Business Sale and Succession and Long Term Care

In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based...

Annuities Explained

In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I ...

Income Taxes and How to Minimize Them

In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your...

Is Your Portfolio Diversified Enough?

In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of ta...

President Biden's Tax Proposals And Your Passing On Wealth

In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of d...

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