All Episodes
Displaying 151 - 180 of 652 in total
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.
Client Concerns About Diversification
In this 2-minute episode Brian discusses client concerns about diversification.
Client Concerns About Inflation
In this 2-minute episode Brian discusses client concerns about inflation.
The State Of The Economy
In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds.
Christians, Mechanics, and 401ks
In this 2-minute episode Brian discusses that just because you go to church doesn't mean you're a Christian, and just because you have tools doesn't make you a mechani...
Financial Planning Protection
In this 2-minute episode Brian discusses financial planning protection.
Advanced Gifting Strategies
In this 2-minute episode Brian discusses advanced strategies for gifting.
Adjusting Your Retirement Portfolio
In this 2-minute episode Brian discusses making adjustments to your retirement portfolio.
12 Common Retirement Mistakes Even Well-Informed Individuals Make
In this episode Brian discusses retirement mistakes that well-informed people make.
CPA Advice
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
Structured Notes
In this 2-minute episode Brian discusses what structured notes are and how to use them.
Advanced Gifting Strategies
In this 2-minute episode Brian discusses advanced gifting strategies.