In this episode Brian discusses investments that are not typical but can have good results.
Oct 10, 2022•2 min•Ep. 231
In this episode Brian discusses having a purpose for your investments, where to get educated on finances, how to buy your dream home using a 1031 exchange.
Oct 09, 2022•52 min•Ep. 230
In this 2-minute episode Brian discusses that there are about 30 decisions to make in life.
Oct 07, 2022•2 min•Ep. 229
In this 2-minute episode Brian discusses the various ways to invest in real estate.
Oct 06, 2022•2 min•Ep. 228
In this 2-minute episode Brian discusses the timing of paying taxes to pay them in the lowest marginal tax rate.
Oct 05, 2022•2 min•Ep. 227
In this 2-minute episode Brian discusses taxes owed according to the source of income.
Oct 05, 2022•2 min•Ep. 226
In this 2-minute episode Brian discusses the importance of tax planning being combined with investment advice.
Oct 03, 2022•2 min•Ep. 225
In this episode Brian discusses whether we're in for more bumpy financial times, the correlation between politics and the economy, what documents you need to begin a financial plan, and hidden things a CPA sees when looking at a 1040 tax form.
Oct 03, 2022•49 min•Ep. 224
In this 2-minute episode Brian discusses 7 possible sources of income in retirement.
Sep 30, 2022•2 min•Ep. 223
In this 2-minute episode Brian discusses household wealth changes pre-pandemic to today.
Sep 29, 2022•2 min•Ep. 222
In this 2-minute episode Brian discusses mistakes you may be making in retirement with the rising cost of goods and services - inflation.
Sep 27, 2022•2 min•Ep. 219
In this 2-minute episode Brian discusses mistakes you may be making in retirement with income taxes.
Sep 26, 2022•2 min•Ep. 218
In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.
Sep 26, 2022•2 min•Ep. 221
In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.
Sep 26, 2022•2 min•Ep. 220
In this episode Brian discusses important ages in your financial life, Roth vs 401K, Annuity crediting, and income tax rates on different types of gains.
Sep 26, 2022•56 min•Ep. 217
In this 2-minute episode Brian discusses alternatives to stocks, bonds, and CDs.
Sep 23, 2022•2 min•Ep. 216
In this 2-minute episode Brian discusses the costs associated with Medicare supplements.
Sep 22, 2022•2 min•Ep. 215
In this 2-minute episode Brian discusses what you need to know about required minimum distributions.
Sep 21, 2022•2 min•Ep. 214
In this 2-minute episode Brian discusses what you need to know when selling real estate bought as an investment.
Sep 20, 2022•2 min•Ep. 213
In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right.
Sep 19, 2022•2 min•Ep. 212
In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust.
Sep 18, 2022•51 min•Ep. 211
In this 2-minute episode Brian discusses prioritizing your wealth so it fulfills its purpose.
Sep 16, 2022•2 min•Ep. 210
In this 2-minute episode Brian discusses whether investing in precious metals such as gold and silver is a wise choice.
Sep 15, 2022•2 min•Ep. 209
In this 2-minute episode Brian discusses dollar cost averaging - the practice of investing a fixed amount o a regular basis regardless of share price.
Sep 14, 2022•2 min•Ep. 208
In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive.
Sep 13, 2022•2 min•Ep. 207
In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form.
Sep 12, 2022•2 min•Ep. 206
In this episode Brian discusses short-term stock market rallies, the annuity debate, the fed's recent meeting, and the growth and evolution of Madrona Financial and their competitive advantage.
Sep 10, 2022•52 min•Ep. 205
In this 2-Minute episode Brian discusses maximizing social security.
Sep 09, 2022•2 min•Ep. 204
In this 2-Minute episode Brian discusses the effects of inflation in retirement.
Sep 08, 2022•2 min•Ep. 203
In this 2-Minute episode Brian discusses making a retirement mistake involving income taxes.
Sep 07, 2022•2 min•Ep. 202
