All Episodes
Displaying 511 - 540 of 633 in total
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 ...
All About Taxes
In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one ...
Timing The Market
In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs.
The True Meaning of the Fiduciary Standard
In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks,...
The Tools In A Financial Toolbox
In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan
Five Goals Of Financial Planning
In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution p...
Charitable Gifting Strategies
In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship...
Social Security Basics and Estate Taxes
In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model.
Life Insurance Types and Uses
In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trust...
Investment Real Estate
In this episode Brian discusses owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Stat...
Business Sale and Succession and Long Term Care
In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based...
Annuities Explained
In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I ...
Income Taxes and How to Minimize Them
In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your...
Is Your Portfolio Diversified Enough?
In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of ta...
President Biden's Tax Proposals And Your Passing On Wealth
In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of d...
Madrona Financial's Evolution To Serving High Net Worth Clients
In this episode Brian discusses the Delta variant, technology, inflation, running out of money in retirement, and how Madrona has evolved to serve the unique needs of ...
Current Events and Investment Real Estate
In this episode Brian talks about the Covid Delta variant, the housing and real estate market, whether this is the time to sell investment real estate, selling your bu...
Review and Analysis Of The First Half Of The 2021 Market
In this episode Brian goes in depth in a discussion of the market for the first half of 2021.
Economy Prognosis or The Remainder Of 2021
In this episode Brian talks about the economy for the rest of '21, inflation, interest rates being held down, longevity risk, and long term care.
Current Events And Your Money
In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions.
Running Out Of Money In Retirement
Brian talks about how to prevent running out of money in retirement, becoming a passive investment owner instead of active, and using a Delaware Statutory Trust to own...
Four Retirement Mistakes To Avoid
In this episode Brian talks about how the US fared during the first half of the year, old guard companies that have adapted to the new world, income tax rates, and fou...
Rising Inflation And The Housing Market
In this episode Brian talks about under-reporting inflation, the housing market, a different way of looking at financial planning, his new financial library project, a...
Current Events And The Markets
In this episode Brian talks about how we do this show, the market, components of the S&P 500, the top companies in the world, and the value of a Roth conversion.