All Episodes
Displaying 391 - 420 of 653 in total
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.
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.