All Episodes
Displaying 261 - 280 of 659 in total
Life Insurance On Both Spouses
In this 2-minure episode Brian discusses why you should have life insurance on both spouses.
The Best Investment You Can Make
In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life.
The 7 Legged Retirement Stool
In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool.
Risks Associated With Your Stock/Bond Portfolio
In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lesso...
Client Concerns - Tax Planning
In this 2-minute episode Brian discusses client's concerns about tax planning.
Client Concerns - Cash and Cash Equivalents
In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents.
Client Concerns - 401K Plans
In this 2-minute episode Brian discusses client's concerns about 401K Plans.
Client Concerns - Diversification
In this 2-minute episode Brian discusses client's concerns about portfolio diversification.
Client Concerns - Inflation
In this 2-minute episode Brian discusses client's concerns about inflation.
3 Common Mistakes That Leave A Surviving Spouse In Trouble
In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare...
How To Retire from Being A Landlord
In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes.
Portfolio Diversification
In this 2-minue episode Brian discusses what a truly diversified portfolio looks like.
You Advisor and CPA Working Together
In this 2-minue episode Brian discusses how an advisor and your CPA can work together.
Cash Flow In Retirement
In this 2-minue episode Brian discusses how to create cash flow in retirement.
What the 1033 Exchange Is All About
In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster.
What To Do With Your 401K and Charitable Gifting Strategies
In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind.
Tax According To Source Of Income
In this episode Brian discusses the tax rate according to the source of the income.
The 5 Components Of Any Investment
In this episode Brian discusses the 5 components of investments.
The 1040 Treasure Hunt
In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss.
Madrona Can Collaborate With Your CPA
In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.