In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio.

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.

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.

In this 2-minute episode Brian discusses making sure your estate plan accounts for successfully passing down wealth.

In this 2-minute episode Brian discusses staging a business for sale the way you would a house.

In this 2-minute episode Brian discusses using an annuity as a tool to create lifetime cash flow.

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.

In this episode Brian discusses the remaining sectors of the markets for the 3rd quarter of 2022.

In this episode Brian discusses planning that take into account the financial needs specific to women.

In this episode Brian discusses investing strategies picturing you older and looking back.

In this episode Brian discusses whether you could sustain your lifestyle on a million dollars in retirement.

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.

In this 2-minute episode Brian discusses Madrona Financial and CPAs working with your existing CPA firm.

In this 2-minute episode Brian discusses 5 things that the best investments should have.

In this episode Brian discusses having a purpose for your investments, where to get educated on finances, how to buy your dream home using a 1031 exchange.

In this 2-minute episode Brian discusses that there are about 30 decisions to make in life.

In this 2-minute episode Brian discusses the various ways to invest in real estate.

In this episode Brian discusses whether we're in for more bumpy financial times, the correlation between politics and the economy, what documents you need to begin a financial plan, and hidden things a CPA sees when looking at a 1040 tax form.

In this 2-minute episode Brian discusses 7 possible sources of income in retirement.

In this 2-minute episode Brian discusses household wealth changes pre-pandemic to today.

In this 2-minute episode Brian discusses mistakes you may be making in retirement with the rising cost of goods and services - inflation.

In this 2-minute episode Brian discusses mistakes you may be making in retirement with income taxes.

In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.

In this episode Brian discusses important ages in your financial life, Roth vs 401K, Annuity crediting, and income tax rates on different types of gains.

In this 2-minute episode Brian discusses alternatives to stocks, bonds, and CDs.

In this 2-minute episode Brian discusses the costs associated with Medicare supplements.

In this 2-minute episode Brian discusses what you need to know about required minimum distributions.

In this 2-minute episode Brian discusses what you need to know when selling real estate bought as an investment.

In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right.

In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust.

In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive.

In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form.

In this episode Brian discusses short-term stock market rallies, the annuity debate, the fed's recent meeting, and the growth and evolution of Madrona Financial and their competitive advantage.

In this 2-Minute episode Brian discusses maximizing social security.

In this 2-Minute episode Brian discusses the effects of inflation in retirement.

In this 2-Minute episode Brian discusses the relative size of different sectors of the market.

In this 2-Minute episode Brian discusses selling actively managed real estate and getting into passive real estate using a Delaware Statutory Trust.

In this episode Brian discusses false stock market rallies. sectors of the market, interesting recent case, pension decisions, and Delaware Statutory Trusts for passive real estate investment.

In this 2-minute episode Brian discusses the basics of estate taxes.

In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange.

In this 2-minute episode Brian discusses the unique concept of premium finance life insurance and who it's right for.

In this 2-minute episode Brian discusses the choices to consider in passive real estate investing.

In this episode Brian discusses understanding annuity fees, strategies of safe investments along side riskier ones, fixed index annuities, CDs, and money markets, and annuity payout options.

In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.

In this episode Brian discusses moving to a state that does not have a state tax, income tax deductions, credits and deferrals, along with why you may want to pay more in tax now, and ownership classifications of investment real estate.

In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.

In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.

In this episode Brian discusses investment choices considering the down market, when you can retire, the emotional loss of retirement, and when it makes sense to get financial help.