All Episodes
Displaying 151 - 180 of 614 in total
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.
Structures For Your Business
In this 2-minute episode, Brian discusses the options you have for your business structure.
Using A Corporate Trustee
In this 2-minute episode, Brian discusses the reasons you may want to use a corporate trustee as opposed to a friend or family member.
How To Determine Which Stocks Are Right For You
In this episode Brian discusses how to determine which stocks are right for you and the 4 flavors of tax and what you can expect when you retire.
CRUTS and CRATS
In this 2-minute episode, Brian discusses CRUT's being annual distributions defined as a percentage of the trust's assets, measured that year, whereas a CRAT's annual ...
Step Up In Basis
In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate.
Donating Your RMD To Charity
In this 2-minute episode, Brian discusses donating your required minimum distribution to charity.