All Episodes
Displaying 271 - 300 of 652 in total
The 5 Components Of Any Investment
In this episode Brian discusses the 5 components of investments.
The 1040 Treasure Hunt
In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss.
Madrona Can Collaborate With Your CPA
In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.
Is A Million Dollars Enough For Retirement?
In this episode Brian discusses whether a million dollars is enough to retire comfortably.
Taxes Going Up By 66% In 2031
In this episode Brian discusses the Congressional Business office saying that taxes will go up by 66% in 2031, and understanding RMDs and how they can push you into ta...
Who Madrona Financial and CPAs Is Best Suited For
In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for.
Taxes On The Sale Of Your Principal Residence
In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.
Stock Market vs Economy
In this 2-minute episode Brian discusses the difference between the stock market and the economy.
Real Estate Owner Exit Strategy
In this 2-minute episode Brian discusses how owners of investment real estate can avoid capital gains tax and own passive real estate using a Delaware Statutory Trust.
Taxes and Your Retirement Plan
In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes.
Financial Strategies and Solutions
In this episode Brian talks with Matt Beyer, one of the advisors at Madrona Financial about how he deals with the different aspects of client's plans.
The Emotions Of Money
In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money.
JP Morgan 2nd Quarter Guide To The Markets
In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets.
Protected Assets
In this 2-minute episode Brian discusses protected assets.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement.
Lifestyle Investment Planning
In this 2-minute episode Brian discusses investment planning centered around your lifestyle.
CPAs Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice.
Life Insurance For Both Spouses
In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage.
Income Taxes
In this episode Brian discusses his childhood days deciding to be a CPA, whether you should striver to be in the zero tax bracket, opportunity zones, and income taxes ...
Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging.
You Can't Take Your Wealth With You To The Grave
In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it.
Madrona Collaborates With Your CPA
In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use.
Prioritizing Your Wealth
In this 2-minute episode Brian discusses how to prioritize your wealth.
The Perfect Portfolio
In this 2-minute episode Brian discusses what the perfect portfolio would look like.
Failure Of SBV Bank and President Biden's Tax Proposal
In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan.
The Effects of Politics on Your Porfolio
In this 2-minute episode, Brian discusses politics and your portfolio.
Bond Yields
In this 2-minute episode, Brian discusses bond yields.
Cash and Cash Equivalents
In this 2-minute episode, Brian discusses cash and cash equivalents.
Tax Planning
In this 2-minute episode, Brian discusses planning for taxes.