All Episodes

Displaying 201 - 220 of 658 in total

Should You Pay Off Your Mortgage

In this episode Brian discusses whether you should pay off your mortgage before retirement. 

The Roth and The Traditional IRA

In this episode Brian discusses the differences between the ROTH and the traditional IRA. 

Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize

In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

Important Ages Leading Up To And In Retirement

In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement. 

Moving To A State With No State Tax

In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax. 

Cash and Cash Equivalents

In this 2-minute episode Brian discusses cash and cash equivalents. 

Annuity Payout Options

In this 2-minute episode Brian discusses annuity payout options. 

Annuity Crediting Options

In this 2-minute episode Brian discusses annuity crediting options. 

How To Tackle Inflation In Retirement

In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

CPA Advice

In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that. 

Size Of The Market Segments

In this 2-minute episode, Brian discusses the size of the different segments of the market. 

Required Minimum Distributions

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

Pension Decisions

In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension

The Meaning Of A Fiduciary,

In this 2-minute feature, Brian discusses the true meaning of a fiduciary. 

How To Tackle Inflation In Retirement

In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

Pension Payout Decisions

In this 2-minute episode, Brian discusses the options you have in taking a pension payout. 

The Meaning Of A True Fiduciary

In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor. 

The Tools In The Madrona Financial Toolbox

In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan. 

Structures For Your Business

In this 2-minute episode, Brian discusses the options you have for your business structure. 

Using A Corporate Trustee

In this 2-minute episode, Brian discusses the reasons you may want to use a corporate trustee as opposed to a friend or family member. 

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