All Episodes
Displaying 361 - 390 of 614 in total
Meet Joel Maher of Madrona Financial and CPA's
In this episode Brian talks with Joel Maher, partner and advisor at Madrona Financial and CPA's. Brian and Joel discuss annuities among other things.
Fixed Index Annuities
In this 2-minute episode Brian discusses the use of fixed index annuities.
Taking Advantage of Today's High Interest Rates
In this 2-minute episode Brian discusses a locked-cap on a fixed index annuity to take advantage of today's high interest rates.
Bond Substitutes
In this 2-minute episode Brian discusses substitutes for bonds.
Madrona Investment Options
In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio.
Boeing Pension Decision
In this 2-minute episode Brian discusses making the right decision if you're taking a lump-sum pension. Waiting even a month could cost you hundreds of thousands of do...
Tax Advantaged Investment Strategies
In this episode Brian discusses tax free investment strategies such as Roth's and Roth conversions, marginal income tax bracket management, step-up in basis, credit sh...
You Can't Take It With You.
In this 2-minute episode Brian discusses making sure your estate plan accounts for successfully passing down wealth.
Staging A Business For Sale
In this 2-minute episode Brian discusses staging a business for sale the way you would a house.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses using investments in retirement that are tax free.
Lifetime Cash Flow Annuities
In this 2-minute episode Brian discusses using an annuity as a tool to create lifetime cash flow.
We're All Busy
In this 2-minute episode Brian discusses the fact that too many people neglect getting a valuable free financial plan using the excuse of being busy.
Guide To The Markets Part Two
In this episode Brian discusses the remaining sectors of the markets for the 3rd quarter of 2022.
Financial Planning For Women
In this episode Brian discusses planning that take into account the financial needs specific to women.
The Perfect Portfolio
In this episode Brian discusses the elements that would make up the theoretical perfect portfolio.
Investing With The Older You In Mind
In this episode Brian discusses investing strategies picturing you older and looking back.
Cash Flow In Retirement
In this episode Brian discusses how inflation factors into cash flow in retirement.
Is A Million Dollars Enough In Retirement?
In this episode Brian discusses whether you could sustain your lifestyle on a million dollars in retirement.
Boeing Pension Decision and The Third Quarter Guide To The Market.
In this episode Brian discusses a pension decision Boeing potential retirees must make that could result in saving hundreds of thousands of dollars. He also explains t...
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses investing in financial products that have no tax burden in retirement.
Collaborating With Your CPA
In this 2-minute episode Brian discusses Madrona Financial and CPAs working with your existing CPA firm.
Pension Alternatives
In this 2-minute episode Brian discusses alternatives to a pension that can provide monthly income.
The 5 Components Of Nay Investment
In this 2-minute episode Brian discusses 5 things that the best investments should have.
Outside The Box Investments
In this episode Brian discusses investments that are not typical but can have good results.
Investing With Purpose In Mind
In this episode Brian discusses having a purpose for your investments, where to get educated on finances, how to buy your dream home using a 1031 exchange.
30 Important Decisions in Life
In this 2-minute episode Brian discusses that there are about 30 decisions to make in life.
Different Ways To Own Real Estate
In this 2-minute episode Brian discusses the various ways to invest in real estate.
When To Pay Taxes
In this 2-minute episode Brian discusses the timing of paying taxes to pay them in the lowest marginal tax rate.
Tax According To Source Of Income
In this 2-minute episode Brian discusses taxes owed according to the source of income.
CPA Advice
In this 2-minute episode Brian discusses the importance of tax planning being combined with investment advice.