All Episodes
Displaying 391 - 420 of 614 in total
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.
Selling Investment Real Estate
In this 2-minute episode Brian discusses what you need to know when selling real estate bought as an investment.
30 Important Decisions In Life
In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right.
Investing In Passive Real Estate Using A DST.
In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust.
Prioritizing Your Wealth
In this 2-minute episode Brian discusses prioritizing your wealth so it fulfills its purpose.
Investing In Precious Metals
In this 2-minute episode Brian discusses whether investing in precious metals such as gold and silver is a wise choice.
Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging - the practice of investing a fixed amount o a regular basis regardless of share price.
Creative Destruction
In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive.
1040 Treasure Hunt
In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form.
Stock Market Rallies - Are They Real?
In this episode Brian discusses short-term stock market rallies, the annuity debate, the fed's recent meeting, and the growth and evolution of Madrona Financial and th...
Retirement Mistakes - Social Security
In this 2-Minute episode Brian discusses maximizing social security.
Retirement Mistakes - Inflation
In this 2-Minute episode Brian discusses the effects of inflation in retirement.
Retirement Mistakes - Taxes
In this 2-Minute episode Brian discusses making a retirement mistake involving income taxes.
The Size of the Market Sectors
In this 2-Minute episode Brian discusses the relative size of different sectors of the market.
Selling Investment Real Estate
In this 2-Minute episode Brian discusses selling actively managed real estate and getting into passive real estate using a Delaware Statutory Trust.
False Market Rallies
In this episode Brian discusses false stock market rallies. sectors of the market, interesting recent case, pension decisions, and Delaware Statutory Trusts for passiv...
Estatate Tax
In this 2-minute episode Brian discusses the basics of estate taxes.
The Section 1035 Exchange
In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange.
Premium Finance Life Insurance
In this 2-minute episode Brian discusses the unique concept of premium finance life insurance and who it's right for.
When Can I Retire
In this 2-minute episode Brian discusses how to determine when you can actually retire.