All Episodes
Displaying 361 - 390 of 633 in total
Non-Taxable Income
In this 2-minute episode Brian discusses income sources that are non-taxable
Year-End Tax Planning and The Solvency of Social Security and Medicare.
In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare.
30 Important Decisions
In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses investments in retirement that are tax free.
The Definition Of Retirement
In this 2-minute episode Brian discusses the changing definition of retirement.
Being Too Conservative With Your Investments
In this 2-minute episode Brian discusses not taking enough risk with your investments.
Estate Planning
In this 2-minute episode Brian discusses passing on your legacy financially.
Client Concerns
In this episode, Brian discusses questions and concerns his clients have.
Sources of Investment Advice
In this 2-minute episode Brian discusses where you get your investment advice and considering the source.
Investment Diversification
In this 2-minute episode Brian discusses the importance of portfolio diversification.
Life Insurance
In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance.
Trusts - It Takes A Village
In this 2-minute episode Brian discusses the steps you need to take to implement your trust.
Trusts
In this 2-minute episode Brian discusses the use of trusts in an estate plan.
Residential or Second Home Sale Gains
In this episode Brian discusses the gains made on a residential or second home, the importance of a registered investment advisor and a CPA working together, income di...
Passive Real Estate
In this 2-minute episode Brian discusses investing in passively-owned real estate.
Boeing Pension Plan Decision
In this 2-minute episode Brian discusses making the right decision with a Boeing Lump Sum distribution of your pension plan.
Fixed Index Annuity With A Cap
In this 2-minute episode Brian discusses the fixed index annuity with a cap.
Fixed Annuities
In this 2-minute episode Brian discusses the attributes of fixed annuities.
The Psychology of Stock Market Investing
In this 2-minute episode Brian discusses the way people think about their investments in the stock market.
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.