All Episodes
Displaying 301 - 330 of 614 in total
1040 Tax Form Detective
In this episode Brian discusses things to look for on your 104o tax form that your CPA may miss and how to help your CPA and advisor work together for your benefit.
401 K Plans
In this episode Brian discusses 401K Plans.
The Importance of Tax Planning
In this episode Brian discusses tax planning all year round.
Interest Rates On Your Investments
In this episode Brian discusses interest rates on your investments.
Inflation and Your Money
In this episode Brian discusses the effects of inflation on your investments.
Politics and Your Finances
In this episode Brian discusses how politics and your portfolio are intertwined.
4 Flavors of Taxes
In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt.
Estate Planning
In this 2-minute episode Brian discusses what you need to know about estate planning.
Where Your 401K Is Held
In this 2-minute episode Brian discusses where your 401K funds are held.
Compound Interest
In this 2-minute episode Brian discusses how compound interest works.
1033 Exchange
In this 2-minute episode Brian discusses the 1033 exchange - property that must be exchanged for another real estate asset due to natural disaster, being condemned or...
Step Up In Basis
In this 2-minute episode Brian discusses how step up in basis works.
Understanding Annuity Fees
In this episode Brian discusses annuity fees, strategies for safe investing, fixed indexed annuities, and annuity payout options.
Investing In Target Date Funds
In this 2-minute episode Brian discusses investing for the future with target date funds.
Investing When You're Young
In this 2-minute episode Brian discusses the investment opportunities that exist for young people.
Social Security
In this 2-minute episode Brian discusses how social security factors into your financial plan.
Mentoring With Wisdom
In this 2-minute episode Brian discusses being a mentor using the wisdom you've gained with experience.
Current state of Madrona Financial and the Financial Planning Scene
In this episode Brian discusses The services and products that have become available over the past 7 years, insurance products are more in demand, annuity rates are up...
What Our Clients Are Talking To Us About
In this episode Brian discusses client concerns. Political decisions can indeed affect the economy, inflation, bonds and interest rates, taxes going up, what to do abo...
A Place For All Assets
In this 2-minute episode Brian discusses that there is a place for all different types of asset classes in your portfolio.
Being Too Conservative
In this 2-minute episode Brian discusses not taking on enough risk to make good returns.
What's Your Number
In this 2-minute episode Brian discusses spending as part of your financial planning process.
Longevity Risk
In this 2-minute episode Brian discusses the risk of outliving your money.
The Definition of Retirement
In this 2-minute episode Brian discusses what your retirement is going to look like in order to plan for it.
Listen To Your Inner Voice
In this 2-minute episode Brian discusses listening to your own voice when it comes to thigs that are too good to be true.
Investment Diversification
In this 2-minute episode Brian discusses diversifying your investments.
The 5 Components Of Any Investment
In this 2-minute episode Brian discusses 5 different components of any investment.
Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging and how to use it.
Investing In Precious Metals
In this 2-minute episode Brian discusses investing in gold and silver.
1040 Tax Form Treasure Hunt
In this 2-minute episode Brian discusses what a CPA can see on your tax return that a preparer won’t