All Episodes
Displaying 241 - 270 of 614 in total
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.
Income Taxes
In this episode Brian discusses his childhood days deciding to be a CPA, whether you should striver to be in the zero tax bracket, opportunity zones, and income taxes ...
Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging.
You Can't Take Your Wealth With You To The Grave
In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it.
Madrona Collaborates With Your CPA
In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use.
Prioritizing Your Wealth
In this 2-minute episode Brian discusses how to prioritize your wealth.
The Perfect Portfolio
In this 2-minute episode Brian discusses what the perfect portfolio would look like.
Failure Of SBV Bank and President Biden's Tax Proposal
In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan.
The Effects of Politics on Your Porfolio
In this 2-minute episode, Brian discusses politics and your portfolio.
Bond Yields
In this 2-minute episode, Brian discusses bond yields.
Cash and Cash Equivalents
In this 2-minute episode, Brian discusses cash and cash equivalents.
Tax Planning
In this 2-minute episode, Brian discusses planning for taxes.
The Effects of Inflation on Your Portfilio
In this 2-minute episode, Brian discusses the effects of on-going inflation.
Landlord Exit Strategy - The Delaware Statutory Trust
In this episode, Brian discusses an exit strategy for landlords called the Delaware Statutory Trust. Brian's guest id Kyle Williams, a qualified intermediary - a criti...
Do-It-Yourself Investing
In this 2-minute episode Brian discusses the pitfalls of DIY investing.
Opportunity Zones
In this 2-minute episode Brian discusses Opportunity zones and how they work.
Required Minimum Distributions
In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions.
Madrona Financial Tool Box
In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.
Active Landlord Exit Strategy
In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes.
Minimizing Income Tax
In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.