All Episodes
Displaying 331 - 360 of 653 in total
Cash Flow In Retirement
In this 2-minute episode Brian discusses where cash in retirement may come from.
Do-It-Yourself Investing
In this 2-minute episode Brian discusses why DIY investing may not be beneficial.
Portfolio Diversification
In this 2-minute episode Brian discusses what it means to diversify your portfolio.
What To Do With Your 401K
In this episode Brian discusses tax season, what to do with your 401K when you retire, and ways to minimize taxes in retirement.
Financial Portfolio Diversification
In this episode Brian discusses how to diversify your portfolio.
The Purpose Of Your Investments
In this episode Brian discusses purposeful investing.
Bond Yields
In this episode Brian discusses today's yields on bonds.
Cash and Cash Equivalents In Investing
In this episode Brian discusses safe money such as cash and cash equivalents.
A Flat Stock Market
In this episode Brian discusses a flat stock market.
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.