In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss.
May 10, 2023•2 min•Ep. 383
In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.
May 09, 2023•2 min•Ep. 382
In this episode Brian discusses whether a million dollars is enough to retire comfortably.
May 08, 2023•2 min•Ep. 381
In this episode Brian discusses the Congressional Business office saying that taxes will go up by 66% in 2031, and understanding RMDs and how they can push you into taxable situations that you may not want.
May 06, 2023•53 min•Ep. 380
In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for.
May 05, 2023•2 min•Ep. 379
In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence.
May 04, 2023•2 min•Ep. 378
In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.
May 03, 2023•2 min•Ep. 377
In this 2-minute episode Brian discusses the difference between the stock market and the economy.
May 02, 2023•2 min•Ep. 376
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.
May 01, 2023•2 min•Ep. 375
In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes.
Apr 29, 2023•53 min•Ep. 374
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.
Apr 28, 2023•53 min•Ep. 373
In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money.
Apr 28, 2023•53 min•Ep. 372
In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets.
Apr 28, 2023•52 min•Ep. 371
In this 2-minute episode Brian discusses protected assets.
Mar 31, 2023•2 min•Ep. 370
In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement.
Mar 29, 2023•2 min•Ep. 368
In this 2-minute episode Brian discusses investment planning centered around your lifestyle.
Mar 28, 2023•2 min•Ep. 367
In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice.
Mar 27, 2023•2 min•Ep. 366
In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage.
Mar 27, 2023•2 min•Ep. 369
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 in general.
Mar 26, 2023•56 min•Ep. 365
In this 2-minute episode Brian discusses dollar cost averaging.
Mar 24, 2023•2 min•Ep. 364
In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it.
Mar 23, 2023•2 min•Ep. 363
In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use.
Mar 22, 2023•2 min•Ep. 362
In this 2-minute episode Brian discusses how to prioritize your wealth.
Mar 21, 2023•2 min•Ep. 361
In this 2-minute episode Brian discusses what the perfect portfolio would look like.
Mar 20, 2023•2 min•Ep. 360
In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan.
Mar 19, 2023•53 min•Ep. 359
In this 2-minute episode, Brian discusses politics and your portfolio.
Mar 17, 2023•2 min•Ep. 358
In this 2-minute episode, Brian discusses bond yields.
Mar 16, 2023•2 min•Ep. 357
In this 2-minute episode, Brian discusses cash and cash equivalents.
Mar 15, 2023•2 min•Ep. 356
In this 2-minute episode, Brian discusses planning for taxes.
Mar 14, 2023•2 min•Ep. 355
In this 2-minute episode, Brian discusses the effects of on-going inflation.
Mar 13, 2023•2 min•Ep. 354
