All Episodes
Displaying episodes 121 - 150 of 590 in total
Today's New Market
In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 invol...
Four Things To Do Before Retirement So Your House Is In Order
In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may...
In Depth Look At Social Security
In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security.
Small Business Retirement Plans
In this 2-minute episode Brian discusses creating a retirement plan for small businesses.
Annuity Liquidity Charges and Fees
In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities.
Selling Your Business Internally
In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.
Types of Annuities
In this 2-minute episode Brian discusses the different types of annuities.
The Strategy of Safe Investments
In this 2-minute episode Brian discusses the strategy of safe investments.
A CPAs Take On The Strength Of The Market
In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage m...
When To Pay Taxes
In this episode Brian discusses moving money to different times to affect the tax rate.
Ways To Own Real Estate
In this episode Brian discusses the different ways you can own real estate.
The Four Flavors Of Tax
In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.
Should You Pay Off Your Mortgage
In this episode Brian discusses whether you should pay off your mortgage before retirement.
The Roth and The Traditional IRA
In this episode Brian discusses the differences between the ROTH and the traditional IRA.
Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize
In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.
Important Ages Leading Up To And In Retirement
In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement.
Moving To A State With No State Tax
In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax.
Cash and Cash Equivalents
In this 2-minute episode Brian discusses cash and cash equivalents.
Annuity Payout Options
In this 2-minute episode Brian discusses annuity payout options.
Annuity Crediting Options
In this 2-minute episode Brian discusses annuity crediting options.
How To Tackle Inflation In Retirement
In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.
CPA Advice
In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that.
Size Of The Market Segments
In this 2-minute episode, Brian discusses the size of the different segments of the market.
Required Minimum Distributions
In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions.
Pension Decisions
In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension
The Meaning Of A Fiduciary,
In this 2-minute feature, Brian discusses the true meaning of a fiduciary.
How To Tackle Inflation In Retirement
In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.
Pension Payout Decisions
In this 2-minute episode, Brian discusses the options you have in taking a pension payout.
The Meaning Of A True Fiduciary
In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor.
The Tools In The Madrona Financial Toolbox
In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan.