In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity.
Oct 12, 2023•2 min•Ep. 504
In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard.
Oct 11, 2023•2 min•Ep. 503
In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have.
Oct 10, 2023•2 min•Ep. 502
In this 2-minute episode Brian discusses the different business structures you could use with your business.
Oct 10, 2023•2 min•Ep. 501
In this episode Brian discusses with his guest Dr. Richard Himmer, why many struggle transitioning into retirement and how to buy happiness, even if you don't think you have enough saved.
Oct 10, 2023•52 min•Ep. 500
In this 2-minute episode Brian discusses the 6 components of any investment.
Oct 06, 2023•2 min•Ep. 499
In this 2-minute episode Brian discusses tax free investing in retirement.
Oct 05, 2023•2 min•Ep. 498
In this 2-minute episode Brian discusses a revocable living trust and how it is used.
Oct 04, 2023•2 min•Ep. 497
In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity.
Oct 03, 2023•2 min•Ep. 496
In this 2-minute episode, Brian discusses how retirement is defined by different people.
Oct 02, 2023•2 min•Ep. 495
In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively.
Oct 02, 2023•53 min•Ep. 494
In this 2-minute episode Brian discusses how much tax you'll pay related to the source of income.
Sep 28, 2023•2 min•Ep. 493
In this 2-minute episode Brian discusses making plans for the surviving spouse.
Sep 27, 2023•2 min•Ep. 492
In this 2-minute episode Brian discusses creating cash flow in retirement.
Sep 26, 2023•2 min•Ep. 491
In this 2-minute episode Brian discusses diversification in your financial portfolio.
Sep 25, 2023•2 min•Ep. 490
In this episode Brian discusses seven deadly sins for retirees and a little known tax-minimization strategy that can make a big difference when you sell your business.
Sep 24, 2023•51 min•Ep. 489
In this 2-minute episode Brian discusses an exit strategy for active real estate investors.
Sep 22, 2023•2 min•Ep. 488
In this 2-minute episode Brian discusses client concerns about cash and cash equivalents.
Sep 21, 2023•2 min•Ep. 487
In this 2-minute episode Brian discusses client concerns about 401K Plans.
Sep 20, 2023•2 min•Ep. 486
In this 2-minute episode Brian discusses client concerns about diversification.
Sep 19, 2023•2 min•Ep. 485
In this 2-minute episode Brian discusses client concerns about inflation.
Sep 18, 2023•2 min•Ep. 484
In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds.
Sep 18, 2023•48 min•Ep. 483
In this 2-minute episode Brian discusses that just because you go to church doesn't mean you're a Christian, and just because you have tools doesn't make you a mechanic, and just because you have a 401K doesn't mean you're an asset allocation specialist.
Sep 14, 2023•2 min•Ep. 482
In this 2-minute episode Brian discusses financial planning protection.
Sep 13, 2023•2 min•Ep. 481
In this 2-minute episode Brian discusses advanced strategies for gifting.
Sep 12, 2023•2 min•Ep. 480
In this 2-minute episode Brian discusses making adjustments to your retirement portfolio.
Sep 11, 2023•2 min•Ep. 479
In this episode Brian discusses retirement mistakes that well-informed people make.
Sep 10, 2023•53 min•Ep. 478
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
Sep 08, 2023•2 min•Ep. 477
In this 2-minute episode Brian discusses what structured notes are and how to use them.
Sep 07, 2023•2 min•Ep. 476
In this 2-minute episode Brian discusses advanced gifting strategies.
Sep 06, 2023•2 min•Ep. 474
