All Episodes
Displaying 121 - 150 of 633 in total
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...
6 Components Of Any Investment
In this 2-minute episode Brian discusses the 6 components of any investment.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses tax free investing in retirement.
Revocable Living Trust
In this 2-minute episode Brian discusses a revocable living trust and how it is used.
Your Pension - Lump Sum Or Monthly Check
In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity.
The Definition Of Retirement
In this 2-minute episode, Brian discusses how retirement is defined by different people.
The 10 Essentials Of Retirement Plannning
In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively.
Tax According To Source Of Income
In this 2-minute episode Brian discusses how much tax you'll pay related to the source of income.
Planning For The Longer Living Spouse
In this 2-minute episode Brian discusses making plans for the surviving spouse.
Cash Flow In Retirement
In this 2-minute episode Brian discusses creating cash flow in retirement.
Diversification In Your Portfolio
In this 2-minute episode Brian discusses diversification in your financial portfolio.
Seven Deadly Sins For Retirees
In this episode Brian discusses seven deadly sins for retirees and a little known tax-minimization strategy that can make a big difference when you sell your business.
Real Estate Exit Strategy
In this 2-minute episode Brian discusses an exit strategy for active real estate investors.
Client Concerns About Cash and Cash Equivalents
In this 2-minute episode Brian discusses client concerns about cash and cash equivalents.
Client Concerns About 401K Plans
In this 2-minute episode Brian discusses client concerns about 401K Plans.