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 critical part of the DST process.
Mar 11, 2023•53 min•Ep. 353
In this 2-minute episode Brian discusses the pitfalls of DIY investing.
Mar 10, 2023•2 min•Ep. 352
In this 2-minute episode Brian discusses Opportunity zones and how they work.
Mar 09, 2023•2 min•Ep. 351
In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions.
Mar 08, 2023•2 min•Ep. 350
In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.
Mar 07, 2023•2 min•Ep. 349
In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes.
Mar 06, 2023•2 min•Ep. 348
In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.
Mar 03, 2023•2 min•Ep. 347
In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio.
Mar 02, 2023•2 min•Ep. 346
In this 2-minute episode Brian discusses the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy.
Mar 01, 2023•2 min•Ep. 345
In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement.
Feb 28, 2023•2 min•Ep. 344
In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments.
Feb 27, 2023•2 min•Ep. 343
In this episode Brian talks about the differences between a 401K, 403B, 457, and a TSP. He also talks about the purpose of money - what are you investing for.
Feb 25, 2023•53 min•Ep. 342
In this 2-minute episode Brian discusses how Madrona works with your CPA.
Feb 24, 2023•2 min•Ep. 341
In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice.
Feb 24, 2023•2 min•Ep. 340
In this 2-minute episode Brian discusses when to pay more in income tax.
Feb 22, 2023•2 min•Ep. 339
In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see.
Feb 21, 2023•2 min•Ep. 338
In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together.
Feb 20, 2023•2 min•Ep. 337
In this episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your portfolio.
Feb 20, 2023•53 min•Ep. 336
In this 2- minute episode Brian talks about donating your RMDs directly to charity.
Feb 17, 2023•2 min•Ep. 335
In this 2- minute episode Brian talks about the ROTH 401K and tax advantages.
Feb 16, 2023•2 min•Ep. 334
In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets.
Feb 13, 2023•2 min•Ep. 333
In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments.
Feb 13, 2023•2 min•Ep. 332
In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments.
Feb 13, 2023•2 min•Ep. 331
In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement.
Feb 13, 2023•53 min•Ep. 330
In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities.
Feb 04, 2023•31 min•Ep. 329
In this 2-minute episode Brian discusses which investments are tax-free in retirement.
Feb 03, 2023•2 min•Ep. 328
In this 2-minute episode Brian discusses how different sources of income are taxed.
Jan 31, 2023•2 min•Ep. 327
In this 2-minute episode Brian discusses how to financially plan for the surviving spouse.
Jan 31, 2023•2 min•Ep. 326
In this 2-minute episode Brian discusses where cash in retirement may come from.
Jan 31, 2023•2 min•Ep. 325
In this 2-minute episode Brian discusses why DIY investing may not be beneficial.
Jan 31, 2023•2 min•Ep. 324
