In this 2-minute episode Brian discusses the use of trusts in an estate plan.
Nov 14, 2022•2 min•Ep. 261
In this episode Brian discusses the gains made on a residential or second home, the importance of a registered investment advisor and a CPA working together, income distribution strategies for tax bracket purposes, and Roth conversions.
Nov 14, 2022•46 min•Ep. 260
In this 2-minute episode Brian discusses investing in passively-owned real estate.
Nov 11, 2022•2 min•Ep. 259
In this 2-minute episode Brian discusses making the right decision with a Boeing Lump Sum distribution of your pension plan.
Nov 10, 2022•2 min•Ep. 258
In this 2-minute episode Brian discusses the fixed index annuity with a cap.
Nov 09, 2022•2 min•Ep. 257
In this 2-minute episode Brian discusses the attributes of fixed annuities.
Nov 08, 2022•2 min•Ep. 256
In this 2-minute episode Brian discusses the way people think about their investments in the stock market.
Nov 08, 2022•2 min•Ep. 255
In this episode Brian talks with Joel Maher, partner and advisor at Madrona Financial and CPA's. Brian and Joel discuss annuities among other things.
Nov 08, 2022•52 min•Ep. 254
In this 2-minute episode Brian discusses the use of fixed index annuities.
Nov 04, 2022•2 min•Ep. 253
In this 2-minute episode Brian discusses a locked-cap on a fixed index annuity to take advantage of today's high interest rates.
Nov 03, 2022•2 min•Ep. 252
In this 2-minute episode Brian discusses substitutes for bonds.
Nov 02, 2022•2 min•Ep. 251
In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio.
Nov 01, 2022•2 min•Ep. 250
In this 2-minute episode Brian discusses making the right decision if you're taking a lump-sum pension. Waiting even a month could cost you hundreds of thousands of dollars.
Oct 31, 2022•2 min•Ep. 249
In this episode Brian discusses tax free investment strategies such as Roth's and Roth conversions, marginal income tax bracket management, step-up in basis, credit shelter (A-B trusts), real estate (1031 exchanges), Delaware Statutory trusts, passive non-traded REITS, charitable gifting, universal life, premium financed FIUL, and where the stock market is going.
Oct 29, 2022•48 min•Ep. 248
In this 2-minute episode Brian discusses making sure your estate plan accounts for successfully passing down wealth.
Oct 28, 2022•2 min•Ep. 247
In this 2-minute episode Brian discusses staging a business for sale the way you would a house.
Oct 27, 2022•2 min•Ep. 246
In this 2-minute episode Brian discusses using investments in retirement that are tax free.
Oct 26, 2022•2 min•Ep. 245
In this 2-minute episode Brian discusses using an annuity as a tool to create lifetime cash flow.
Oct 25, 2022•2 min•Ep. 244
In this 2-minute episode Brian discusses the fact that too many people neglect getting a valuable free financial plan using the excuse of being busy.
Oct 24, 2022•2 min•Ep. 243
In this episode Brian discusses the remaining sectors of the markets for the 3rd quarter of 2022.
Oct 24, 2022•49 min•Ep. 242
In this episode Brian discusses planning that take into account the financial needs specific to women.
Oct 21, 2022•2 min•Ep. 241
In this episode Brian discusses the elements that would make up the theoretical perfect portfolio.
Oct 20, 2022•2 min•Ep. 240
In this episode Brian discusses investing strategies picturing you older and looking back.
Oct 19, 2022•2 min•Ep. 239
In this episode Brian discusses how inflation factors into cash flow in retirement.
Oct 18, 2022•2 min•Ep. 238
In this episode Brian discusses whether you could sustain your lifestyle on a million dollars in retirement.
Oct 17, 2022•2 min•Ep. 237
In this episode Brian discusses a pension decision Boeing potential retirees must make that could result in saving hundreds of thousands of dollars. He also explains the results of the JP Morgan third quarter market results.
Oct 16, 2022•48 min•Ep. 236
In this 2-minute episode Brian discusses investing in financial products that have no tax burden in retirement.
Oct 14, 2022•2 min•Ep. 235
In this 2-minute episode Brian discusses Madrona Financial and CPAs working with your existing CPA firm.
Oct 13, 2022•2 min•Ep. 234
In this 2-minute episode Brian discusses alternatives to a pension that can provide monthly income.
Oct 12, 2022•2 min•Ep. 233
In this 2-minute episode Brian discusses 5 things that the best investments should have.
Oct 11, 2022•2 min•Ep. 232
