All Episodes
Displaying 331 - 360 of 633 in total
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
2025 Tax Cuts Sunset
In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Med...
The Best Investment You Can Make
In this 2-minute feature Brian discusses an overlooked investment that is the best one you can make.
The 7 Legged Retirement Stool
In this 2-minute feature Brian discusses having 7 legs to your retirement stool.
Year End Tax Planning
In this 2-minute feature Brian discusses things to consider at year's end when planning taxes.
Life Insurance On Both Spouses
In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses.
Tax Efficient Investment Strategies
In this 2-minute feature Brian discusses investment strategies that are tax efficient.
Estate Planning Advice
In this episode Brian discusses his new book, "The 7 Steps To A Successful Retirement" and Paul Grant, estate planning attorney is Brian's special guest.
Older You Talking To Younger You
In this 2-minute episode Brian discusses what the older, wiser you would say to the younger, more inexperienced you about investing.
Staying Invested
In this 2-minute episode Brian discusses the importance of continuing to invest during all times.
The Challenges of Retiring Early
In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of.
Pension Alternatives
In this 2-minute episode Brian discusses alternatives to receiving a monthly pension.