All Episodes
Displaying 301 - 330 of 653 in total
Tax Planning
In this 2-minute episode, Brian discusses planning for taxes.
The Effects of Inflation on Your Portfilio
In this 2-minute episode, Brian discusses the effects of on-going inflation.
Landlord Exit Strategy - The Delaware Statutory Trust
In this episode, Brian discusses an exit strategy for landlords called the Delaware Statutory Trust. Brian's guest id Kyle Williams, a qualified intermediary - a criti...
Do-It-Yourself Investing
In this 2-minute episode Brian discusses the pitfalls of DIY investing.
Opportunity Zones
In this 2-minute episode Brian discusses Opportunity zones and how they work.
Required Minimum Distributions
In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions.
Madrona Financial Tool Box
In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.
Active Landlord Exit Strategy
In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes.
Minimizing Income Tax
In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.
Private Non-Traded Equity REITS
In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio.
Landlord Exit Strategy
In this 2-minute episode Brian discusses the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy.
Financial Lifestyle Planning
In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement.
Lazy Money
In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments.
401K, 403B 457, TSP - What's The Difference?
In this episode Brian talks about the differences between a 401K, 403B, 457, and a TSP. He also talks about the purpose of money - what are you investing for.
How Madrona Works With Your CPA
In this 2-minute episode Brian discusses how Madrona works with your CPA.
CPAs Can't Give Investment Advice
In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice.
When Is It Good To Pay More in Tax
In this 2-minute episode Brian discusses when to pay more in income tax.
Things Not Seen On A 401K
In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see.
Having A CPA and a Financial Advisor Working Together
In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together.
Sources Of Income In Retirement
In this episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your por...
Donating RMDs to Charity
In this 2- minute episode Brian talks about donating your RMDs directly to charity.
Roth 401K
In this 2- minute episode Brian talks about the ROTH 401K and tax advantages.
Alternative Assets
In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets.
Protected Assets
In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments.
Risk Assetts
In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments.
What Will Your Legacy Be?
In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement.
Why You Should NOT Be In The Zero Tax Bracket
In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses which investments are tax-free in retirement.
Tax According To Source Of Income
In this 2-minute episode Brian discusses how different sources of income are taxed.
Planning For The Longer Living Spouse
In this 2-minute episode Brian discusses how to financially plan for the surviving spouse.