All Episodes
Displaying 391 - 420 of 633 in total
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.
Will The Financial Ride Get Bumpier
In this episode Brian discusses whether we're in for more bumpy financial times, the correlation between politics and the economy, what documents you need to begin a f...
The 7 - Legged Retirement Stool
In this 2-minute episode Brian discusses 7 possible sources of income in retirement.
Household Wealth Changes
In this 2-minute episode Brian discusses household wealth changes pre-pandemic to today.
Retirement Mistakes - Inflation
In this 2-minute episode Brian discusses mistakes you may be making in retirement with the rising cost of goods and services - inflation.
Retirement Mistakes - Taxes
In this 2-minute episode Brian discusses mistakes you may be making in retirement with income taxes.
Retirement Mistakes - Social Security Maximization
In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.
Retirement Mistakes - Social Security Maximization
In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.
Tax Rates, Roth vs 401K, Annuity Crediting, and Important Ages
In this episode Brian discusses important ages in your financial life, Roth vs 401K, Annuity crediting, and income tax rates on different types of gains.
Alternative Investments
In this 2-minute episode Brian discusses alternatives to stocks, bonds, and CDs.
Medicare Supplement Costs
In this 2-minute episode Brian discusses the costs associated with Medicare supplements.
Required Minimum Distributions (RMDs)
In this 2-minute episode Brian discusses what you need to know about required minimum distributions.