All Episodes
Displaying 241 - 270 of 633 in total
Client Concerns - 401K Plans
In this 2-minute episode Brian discusses client's concerns about 401K Plans.
Client Concerns - Diversification
In this 2-minute episode Brian discusses client's concerns about portfolio diversification.
Client Concerns - Inflation
In this 2-minute episode Brian discusses client's concerns about inflation.
3 Common Mistakes That Leave A Surviving Spouse In Trouble
In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare...
How To Retire from Being A Landlord
In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes.
Portfolio Diversification
In this 2-minue episode Brian discusses what a truly diversified portfolio looks like.
You Advisor and CPA Working Together
In this 2-minue episode Brian discusses how an advisor and your CPA can work together.
Cash Flow In Retirement
In this 2-minue episode Brian discusses how to create cash flow in retirement.
What the 1033 Exchange Is All About
In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster.
What To Do With Your 401K and Charitable Gifting Strategies
In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind.
Tax According To Source Of Income
In this episode Brian discusses the tax rate according to the source of the income.
The 5 Components Of Any Investment
In this episode Brian discusses the 5 components of investments.
The 1040 Treasure Hunt
In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss.
Madrona Can Collaborate With Your CPA
In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.
Is A Million Dollars Enough For Retirement?
In this episode Brian discusses whether a million dollars is enough to retire comfortably.
Taxes Going Up By 66% In 2031
In this episode Brian discusses the Congressional Business office saying that taxes will go up by 66% in 2031, and understanding RMDs and how they can push you into ta...
Who Madrona Financial and CPAs Is Best Suited For
In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for.
Taxes On The Sale Of Your Principal Residence
In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.
Stock Market vs Economy
In this 2-minute episode Brian discusses the difference between the stock market and the economy.
Real Estate Owner Exit Strategy
In this 2-minute episode Brian discusses how owners of investment real estate can avoid capital gains tax and own passive real estate using a Delaware Statutory Trust.
Taxes and Your Retirement Plan
In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes.
Financial Strategies and Solutions
In this episode Brian talks with Matt Beyer, one of the advisors at Madrona Financial about how he deals with the different aspects of client's plans.
The Emotions Of Money
In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money.
JP Morgan 2nd Quarter Guide To The Markets
In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets.
Protected Assets
In this 2-minute episode Brian discusses protected assets.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement.
Lifestyle Investment Planning
In this 2-minute episode Brian discusses investment planning centered around your lifestyle.
CPAs Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice.
Life Insurance For Both Spouses
In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage.