All Episodes
Displaying episodes 61 - 90 of 587 in total
Things Not Seen On A Tax Return
In this 2-minute episode, Brian discusses things not seen on a tax return.
Do You Really Need A Financial Planner?
In this 2-minute episode, Brian discusses whether you really need a financial planner.
Lifestyle Planning
In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement.
Where Your 401K Is Held
In this 2-minute episode, Brian discusses where your 401K is held.
Estate Planning
In this 2-minute episode, Brian discusses estate planning.
How Would A CPA Suggest You Take Income In Retirement
I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in ...
Tax Free Investing In Retirement
In this episode Brian discusses tax-free retirement investments.
The Perfect Portfolio
In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future.
Outside The Box Investments
In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio.
Fixed Index Annuities
In this episode Brian discusses fixed index annuities and how they are used.
You Can't It With You
In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement.
End Of Year Tax Planning Checklist
In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist.
Required Minimum Distributions
In this 2-minute episode Brian discusses required minimum distributions, or RMDs.
Private Non-Traded Equity REITS
In this episode Brian discusses private non-traded equity REITS.
Risk Tolerance
In this 2-minute episode Brian discusses risk tolerance.
The Strategy Of Safe Investments
In this 2-minute episode Brian discusses the strategy behind safe investments.
When To Pay Taxes
In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.
THE END OF YEAR TAX PLANNNING CHECKLIST
In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist.
Revocable Living Trust
In this 2-minute episode Brian discusses what a revocable living trust is and how it's used.
Should You Pay Off Your Mortgage
In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage.
Charitable Gifting Plan
In this 2-minute episode Brian discusses having a plan for charitable gifting.
Your Financial Plan And Legacy
In this 2-minute episode Brian discusses including your legacy into your financial plan.
Is Your CPA Giving You Investment Advice?
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
5 Strategies If We Enter Into A Recession
In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the r...
Required Minimum Distributions
In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions.
Pension Decisions
In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity.
The Meaning of Fiduciary
In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard.
The Financial Toolbox
In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have.
Business Structures
In this 2-minute episode Brian discusses the different business structures you could use with your business.
Why Many Struggle Transitioning Into Retirement
In this episode Brian discusses with his guest Dr. Richard Himmer, why many struggle transitioning into retirement and how to buy happiness, even if you don't think yo...