All Episodes
Displaying 421 - 450 of 653 in total
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.
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.