All Episodes
Displaying 421 - 450 of 614 in total
Passive Real Estate
In this 2-minute episode Brian discusses the choices to consider in passive real estate investing.
All About Annuities
In this episode Brian discusses understanding annuity fees, strategies of safe investments along side riskier ones, fixed index annuities, CDs, and money markets, and ...
Annuity Crediting Options
In this 2-minute episode Brian discusses the different ways your annuities can be credited.
Business Structures
In this 2-minute episode Brian discusses the different structures you can use for your business.
The Financial Toolbox
In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal.
Market Sector Sizes
In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.
Pension Decisions
In this episode Brian discusses the different ways to take a pension payout.
Taxes
In this episode Brian discusses moving to a state that does not have a state tax, income tax deductions, credits and deferrals, along with why you may want to pay more...
Proritizing Your Wealth
In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.
Long Term Care Policies
In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.
Should You Pay Off Your Mortgage
In this 2-minute episode, Brian discusses considerations of paying off your mortgage.
Cash and Cash Equivalents
In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities.
Adjusting Your Retirement Portfolio
In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio.
Am I OK To Retire?
In this episode Brian discusses investment choices considering the down market, when you can retire, the emotional loss of retirement, and when it makes sense to get f...
How To Handle Risk Tolerance Among Couples
In this episode Brian discusses handling risk tolerance when couples have different thresholds.
What Investments Can Combat Inflation
In this episode Brian discusses investment that can combat inflation.
Selling Your Principal Residence or Renting It Out
In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it.
Pulling From Your Principal In Retirement or Passive Income
In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement.
Maintaining The Balance Of Your Principal In Retirement
In this episode Brian discusses maintaining the balance of your principal in retirement.
How Inflation Affects Different Investments
In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener q...
CPA Advice
In this episode Brian discusses the importance of having a CPA involved in your investment planning.
Tax Free, Tax Deductions, Tax Deferrals and Tax Credits
In this episode Brian defines and explains different tax savings terms and what they mean.
When Can You Retire?
In this episode Brian discusses an often asked question about retirement timing.
Where You Should Pull Income From In Retirement
In this episode Brian discusses where you should pull income from in retirement and why.
When Can I Roll Over My 401K?
In this episode Brian discusses what you can roll over your old 401K plan and why to do it.
Understanding Alternative Investments
In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, an...
Grow Your Wealth Without Risky Investments
In this episode Brian discusses how you can grow your wealth without investing in risky assets.
Stock Market Investing
In this episode Brian discusses investing in the stock market and why it can be difficult.
Required Minimum Distributions
In this episode Brian discusses required minimum distributions and tax consequences.
What To Do With Excess Cash
In this episode Brian discusses what to do with excess cash right now.