In this 2-Minute episode Brian discusses the relative size of different sectors of the market.
Sep 06, 2022•2 min•Ep. 201
In this 2-Minute episode Brian discusses selling actively managed real estate and getting into passive real estate using a Delaware Statutory Trust.
Sep 05, 2022•2 min•Ep. 200
In this episode Brian discusses false stock market rallies. sectors of the market, interesting recent case, pension decisions, and Delaware Statutory Trusts for passive real estate investment.
Sep 03, 2022•50 min•Ep. 199
In this 2-minute episode Brian discusses the basics of estate taxes.
Aug 27, 2022•2 min•Ep. 198
In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange.
Aug 25, 2022•2 min•Ep. 197
In this 2-minute episode Brian discusses the unique concept of premium finance life insurance and who it's right for.
Aug 24, 2022•2 min•Ep. 196
In this 2-minute episode Brian discusses how to determine when you can actually retire.
Aug 23, 2022•2 min•Ep. 195
In this 2-minute episode Brian discusses the choices to consider in passive real estate investing.
Aug 22, 2022•2 min•Ep. 194
In this episode Brian discusses understanding annuity fees, strategies of safe investments along side riskier ones, fixed index annuities, CDs, and money markets, and annuity payout options.
Aug 20, 2022•49 min•Ep. 193
In this 2-minute episode Brian discusses the different ways your annuities can be credited.
Aug 19, 2022•2 min•Ep. 192
In this 2-minute episode Brian discusses the different structures you can use for your business.
Aug 18, 2022•2 min•Ep. 191
In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal.
Aug 17, 2022•2 min•Ep. 190
In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.
Aug 16, 2022•2 min•Ep. 189
In this episode Brian discusses the different ways to take a pension payout.
Aug 15, 2022•2 min•Ep. 188
In this episode Brian discusses moving to a state that does not have a state tax, income tax deductions, credits and deferrals, along with why you may want to pay more in tax now, and ownership classifications of investment real estate.
Aug 13, 2022•50 min•Ep. 187
In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.
Aug 12, 2022•2 min•Ep. 186
In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.
Aug 11, 2022•2 min•Ep. 185
In this 2-minute episode, Brian discusses considerations of paying off your mortgage.
Aug 10, 2022•2 min•Ep. 184
In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities.
Aug 09, 2022•2 min•Ep. 183
In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio.
Aug 08, 2022•2 min•Ep. 182
In this episode Brian discusses investment choices considering the down market, when you can retire, the emotional loss of retirement, and when it makes sense to get financial help.
Aug 06, 2022•52 min•Ep. 181
In this episode Brian discusses handling risk tolerance when couples have different thresholds.
Aug 05, 2022•2 min•Ep. 179
In this episode Brian discusses investment that can combat inflation.
Aug 04, 2022•2 min•Ep. 178
In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it.
Aug 03, 2022•2 min•Ep. 177
In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement.
Aug 02, 2022•2 min•Ep. 176
In this episode Brian discusses maintaining the balance of your principal in retirement.
Aug 01, 2022•2 min•Ep. 175
In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener questions.
Jul 23, 2022•50 min•Ep. 180
In this episode Brian discusses the importance of having a CPA involved in your investment planning.
Jul 22, 2022•2 min•Ep. 174
In this episode Brian defines and explains different tax savings terms and what they mean.
Jul 21, 2022•2 min•Ep. 173
In this episode Brian discusses an often asked question about retirement timing.
Jul 20, 2022•2 min•Ep. 172
