In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan.
Jul 19, 2023•2 min•Ep. 443
In this 2-minute episode, Brian discusses the options you have for your business structure.
Jul 18, 2023•2 min•Ep. 442
In this 2-minute episode, Brian discusses the reasons you may want to use a corporate trustee as opposed to a friend or family member.
Jul 18, 2023•2 min•Ep. 441
In this episode Brian discusses how to determine which stocks are right for you and the 4 flavors of tax and what you can expect when you retire.
Jul 15, 2023•53 min•Ep. 435
In this 2-minute episode, Brian discusses CRUT's being annual distributions defined as a percentage of the trust's assets, measured that year, whereas a CRAT's annual distributions are a fixed percentage of the trust's starting value.
Jul 14, 2023•2 min•Ep. 440
In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate.
Jul 13, 2023•2 min•Ep. 439
In this 2-minute episode, Brian discusses donating your required minimum distribution to charity.
Jul 12, 2023•2 min•Ep. 438
In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.
Jul 11, 2023•2 min•Ep. 437
In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.
Jul 10, 2023•2 min•Ep. 436
In this episode Brian discusses 5 pitfalls your estate planning attorney may have missed and how to get into real estate if you're looking to retire and you want out of the stock and bond market.
Jul 08, 2023•51 min•Ep. 434
In this 2-minute episode Brian talks about how to create a charitable gifting plan.
Jul 07, 2023•2 min•Ep. 433
In this 2-minute episode Brian talks about the importance of a financial plan.
Jul 06, 2023•2 min•Ep. 432
In this 2-minute episode Brian talks about including your legacy in your financial plan.
Jul 05, 2023•2 min•Ep. 431
In this 2-minute episode Brian talks about the sale of your business.
Jul 04, 2023•2 min•Ep. 430
In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.
Jul 03, 2023•2 min•Ep. 429
In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want out of the stock and bond market.
Jul 03, 2023•53 min•Ep. 428
In this 2-minute episode Brian talks about a financial plan that includes your legacy.
Jul 03, 2023•2 min•Ep. 427
In this 2-minute episode Brian talks about the importance of having a financial plan.
Jul 03, 2023•2 min•Ep. 426
In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan.
Jul 03, 2023•2 min•Ep. 425
In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity.
Jul 03, 2023•2 min•Ep. 424
In this 2-minute episode Brian talks about how to name a charity in your will.
Jul 03, 2023•2 min•Ep. 423
In this episode Brian discusses the problem with after tax funds and retirement that on one is talking about and if CPAs could give investment advice, what would they say?
Jul 03, 2023•52 min•Ep. 422
In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire.
Jun 23, 2023•2 min•Ep. 421
In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to.
Jun 22, 2023•2 min•Ep. 420
In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business.
Jun 21, 2023•2 min•Ep. 419
In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence.
Jun 20, 2023•2 min•Ep. 418
In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks.
Jun 19, 2023•2 min•Ep. 417
In this episode, Brian discusses the 7 stocks that make up 99.5% of the S&P 500 and how it may affect your strategy. Also, how to balance growing your assets and growing your income in retirement.
Jun 18, 2023•53 min•Ep. 416
In this episode, Brian discusses the credit shelter trust and what it is used for.
Jun 15, 2023•2 min•Ep. 414
In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used.
Jun 14, 2023•2 min•Ep. 413
