All Episodes
Displaying 181 - 210 of 633 in total
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.
Your Financial Plan And Charitable Gifting
In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.
Financial Planning And Your Legacy
In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.
5 Financial Pitfalls Your Estate Planning Attorney May Have Missed
In this episode Brian discusses 5 pitfalls your estate planning attorney may have missed and how to get into real estate if you're looking to retire and you want out o...
A Charitable Gifting Plan
In this 2-minute episode Brian talks about how to create a charitable gifting plan.
The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of a financial plan.
Your Financial Plan And Your Legacy
In this 2-minute episode Brian talks about including your legacy in your financial plan.
The Sale Of Your Business
In this 2-minute episode Brian talks about the sale of your business.
What Is Premium Finance Life Insurance?
In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.
Overlooked Tax Breaks For Retirees
In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want o...
Planning A Legacy
In this 2-minute episode Brian talks about a financial plan that includes your legacy.
The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of having a financial plan.