In this 2-minute episode Brian discusses client's concerns about tax planning. 

In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents. 

In this 2-minute episode Brian discusses client's concerns about 401K Plans. 

In this 2-minute episode Brian discusses client's concerns about portfolio diversification. 

In this 2-minute episode Brian discusses client's concerns about inflation. 

In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare for potential healthcare costs to help ensure that one spouse doesn’t bankrupt the other spouse. Lastly, Brian discuses how to determine how much it costs to be you while implementing strategies to help you keep up with inflation. 

In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes. 

In this 2-minue episode Brian discusses how an advisor and your CPA can work together. 

In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster. 

In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind. 

In this episode Brian discusses the 5 components of investments.

In this episode Brian discusses how Madrona Financial can collaborate with other CPAs. 

In this episode Brian discusses whether a million dollars is enough to retire comfortably. 

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.

In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for. 

In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence. 

In this 2-minute episode Brian discusses the difference between the stock market and the economy.

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. 

In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes. 

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. 

In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money. 

In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets. 

In this 2-minute episode Brian discusses protected assets. 

In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement. 

In this 2-minute episode Brian discusses investment planning centered around your lifestyle. 

In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice. 

In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage. 

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.

In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it. 

In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use. 

In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan. 

In this 2-minute episode, Brian discusses politics and your portfolio. 

In this 2-minute episode, Brian discusses bond yields. 

In this 2-minute episode, Brian discusses planning for taxes. 

In this 2-minute episode, Brian discusses the effects of on-going inflation.

In this episode, Brian discusses an exit strategy for landlords called the Delaware Statutory Trust. Brian's guest id Kyle Williams, a qualified intermediary - a critical part of the DST process. 

In this 2-minute episode Brian discusses the pitfalls of DIY investing.

In this 2-minute episode Brian discusses Opportunity zones and how they work. 

In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer. 

In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes. 

In this 2-minute episode Brian discusses the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy. 

In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement. 

In this episode Brian talks about the differences between a 401K, 403B, 457, and a TSP. He also talks about the purpose of money - what are you investing for. 

In this 2-minute episode Brian discusses how Madrona works with your CPA. 

In this 2-minute episode Brian discusses when to pay more in income tax. 

In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see. 

In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together. 

In this episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your portfolio. 

In this 2- minute episode Brian talks about donating your RMDs directly to charity.