All Episodes
Displaying 511 - 540 of 656 in total
Dollar Cost Averaging
In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy.
Solving For Income
In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses,...
Paying Tax on Your Social Security
In this episode Brian discusses taxation rates on social security payments.
Real Estate Investment Trusts
In this episode Brian discusses what a REIT is and the two different types.
Prioritizing Your Wealth
In this episode Brian discusses prioritizing your wealth so it fulfills it's purpose.
Investing In Precious Metals
In this episode Brian discusses investing in precious metals from a historical perspective.
What Does It Mean To Be Diversified In Your Investments
In this episode Brian discusses the ways to keep your portfolio diversified and why it's important.
How To Protect Your Wealth
In this episode Brian discusses how you should be adjusting your portfolio to protect your wealth, protection from lawsuits, preparing your wealth so it supports your ...
Growing Your Wealth in 120 Seconds - Financial Creative Destruction
In this episode Brian discusses what creative destruction is in finance. If you don't keep up you may be left behind.
Growing Your Wealth in 120 Seconds - Capital Gains Taxes
In this episode Brian discusses capital gains taxes and how much you would pay.
Growing Your Wealth in 120 Seconds - The IRS Tax Form 1040 Treasure Hunt
In this episode Brian discusses what you should look at on your IRS form 1040 and adjust.
Growing Your Wealth in 120 Seconds - Cash and Cash Equivalents
In this episode Brian discusses money markets, CDs, and fixed annuities.
Growing Your Wealth in 120 Seconds - Why Bonds Are Losing Money
In this episode Brian explains bonds and why they lose money when interest rates rise.
Inflation And How To Deal With It
In this episode Brian discusses what causes inflation, strategies to offset inflation, how inflation can lead to a flat market cycle, and lifestyle planning with infla...
What You Need To Know About Working with Multiple Advisors
In this episode Brian talks about the evolution of Growing Your Wealth, problems that come with working with multiple advisors, understanding what your advisor can and...
What To Do Now That Tax Season Is Over
In this episode Brian discusses when tax minimization starts, why you need an CPA/Advisor combo, and the 1040 tax form treasure hunt - what Brian sees when he looks at...
Passive Real Estate With a Delaware Statutory Trust
In this episode Brian welcomes Madrona's newest advisor, Nick Smelzer. Brian and Nick discuss complete financial planning, the "team approach," and passive real estate.
Estate Planning Tips
In this week's episode, Brian discusses estate planning with Paul Grant of planningwithpurpose.com. Brian also talks about his new book, "The 7 steps To A Successful R...
Christians, Mechanics, and Your 401 K
In this episode Brian discusses the new topic library our listeners can use to answer their questions, inflation and its effects, reverse mortgages, and 401 Ks.
The Entrepreneur's Wheel
In this episode Brian discusses the entrepreneur's wheel - a guide to starting a business. He also talk about reviewing a tax return for missed opportunities, structur...
Gifting Strategies and Estate Taxes
In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington Sta...
Five Primary Areas To Invest In
In this episode Brian discusses the five primary areas you can invest in. They are cash and cash equivalents, insurance company products, real estate, equities, and bo...
Life Insurance and Trusts
In this episode, Brian discusses term life insurance vs permanent life insurance, the importance of umbrella insurance, funding permanent life insurance vs retirement ...
All About Real Estate and REITs
In this episode Brian talks about real estate "capitalization rates," depreciation recapture, and capital gains on real estate, Opportunity Zones, and public vs privat...
Investment Real Estate
In this episode Brian welcomes Derek Doke. Derek has been an asset manager, property manager, licensed broker, investor, syndicator, and real estate educator for over ...
Estate Planning
In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com.
Medicare, Medicaid, and Long Term Care Insurance
In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid.
Annual Year in Review - 2021
In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand whe...
All About Annuities
In this episode Brian talks about understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the payou...
Ages, 401Ks, Tax Rates, and Annuities
In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of ...