Growing Your Wealth with Brian Evans Transistor (https://transistor.fm) https://feeds.transistor.fm/growing-your-wealth-with-brian-evans Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. For over 30 years, Brian and his staff have been helping families live out the retirements that they deserve by giving them experienced, common-sense advice. © Madrona Financial Services fbed5b8e-2daf-5c7d-bf94-50dd1629742a no en Sun, 19 Apr 2026 21:54:43 -0700 Sun, 19 Apr 2026 21:55:10 -0700 https://growingyourwealth.transistor.fm/ https://img.transistorcdn.com/O1RpLSweqtqMSnu9iCsTov3Tq7f4RrKeFXiUh4jb8UU/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hNmFk/MTVmYTcxMmYxMzEz/YjVlZGE1MWQ5YTcw/YWY2MC5qcGc.jpg Growing Your Wealth with Brian Evans https://growingyourwealth.transistor.fm/ episodic Madrona Financial Services Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. For over 30 years, Brian and his staff have been helping families live out the retirements that they deserve by giving them experienced, common-sense advice. Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. investing, wealth, business, retirement, real estate, market analysis Jeff Shade jeffs@madronafinancial.com No No The Tax Return Treasure Hunt Planning Opportunities - Part 5 - Schedule E 692 692 The Tax Return Treasure Hunt Planning Opportunities - Part 5 - Schedule E full 067b4d11-4ecf-4739-945f-ed9a1dae3c6c https://share.transistor.fm/s/5df1bb52 In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retirement pay cut that nobody talk about - inflation. 

]]> In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retirement pay cut that nobody talk about - inflation. 

]]> Sun, 19 Apr 2026 21:54:40 -0700 Madrona Financial Services Madrona Financial Services 3070 In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retirement pay cut that nobody talk about - inflation. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Tax Return Treasure Hunt - What Schedule D Reveals About Capital Gains And Tax Planning 691 691 The Tax Return Treasure Hunt - What Schedule D Reveals About Capital Gains And Tax Planning full 84bfae1e-bdd6-41b4-ab84-2fe95ed9592b https://share.transistor.fm/s/f0a7004b In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for a discussion on target date funds. 

]]> In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for a discussion on target date funds. 

]]> Mon, 13 Apr 2026 20:02:16 -0700 Madrona Financial Services Madrona Financial Services 3175 In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for a discussion on target date funds. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Tax Return Treasure Hunt - Schedule B, interest and investment income 690 690 The Tax Return Treasure Hunt - Schedule B, interest and investment income full 4cd6caa4-4123-42fc-a2e9-0773f60a7108 https://share.transistor.fm/s/ef6647f3 In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising and your portfolio rising as well. 

]]> In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising and your portfolio rising as well. 

]]> Mon, 06 Apr 2026 13:11:03 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising and your portfolio rising as well. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Form 1040 Schedule A, The Form Many People Don't Even File 689 689 Tax Form 1040 Schedule A, The Form Many People Don't Even File full bd080ca8-ead3-43e6-a3e2-868498e6715c https://share.transistor.fm/s/2a37b171 In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfolio is dead. 

]]> In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfolio is dead. 

]]> Mon, 30 Mar 2026 12:29:01 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfolio is dead. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Tax Return Treasure Hunt - Schedule A 688 688 The Tax Return Treasure Hunt - Schedule A full e3230a83-127a-466a-9afa-75d3bd11494a https://share.transistor.fm/s/14779ffc In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking social security. 

]]> In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking social security. 

]]> Wed, 25 Mar 2026 10:32:39 -0700 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking social security. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Millionaires Income Tax In Washington. 687 687 The Millionaires Income Tax In Washington. full 02bb2cb7-7af1-4aee-b3cb-f61c92bb8e7a https://share.transistor.fm/s/b67e213f In this episode Brian and Jeff discuss inflation is not dead and retirees feel it the most. Also the millionaires income tax in Washington, what it really hits. 

]]> In this episode Brian and Jeff discuss inflation is not dead and retirees feel it the most. Also the millionaires income tax in Washington, what it really hits. 

]]> Mon, 16 Mar 2026 12:30:20 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff discuss inflation is not dead and retirees feel it the most. Also the millionaires income tax in Washington, what it really hits. 

]]> investing, wealth, business, retirement, real estate, market analysis No Washington's 35% Estate Tax 686 686 Washington's 35% Estate Tax full 05679861-5a09-44be-ae09-155bff7e54fd https://share.transistor.fm/s/78e3cdaa In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax. 

]]> In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax. 

]]> Mon, 09 Mar 2026 17:39:59 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax. 

]]> investing, wealth, business, retirement, real estate, market analysis No The DOW Hits 50,000 - What That Means 685 685 The DOW Hits 50,000 - What That Means full c2e78ed4-d76d-4060-ac81-e6994e2a791a https://share.transistor.fm/s/a819a674 In this episode Brian and Jeff discuss the DOW hitting 50,000 - what that means. Also Brian answers listener questions. 

]]> In this episode Brian and Jeff discuss the DOW hitting 50,000 - what that means. Also Brian answers listener questions. 

]]> Sat, 28 Feb 2026 20:32:54 -0800 Madrona Financial Services Madrona Financial Services 3211 In this episode Brian and Jeff discuss the DOW hitting 50,000 - what that means. Also Brian answers listener questions. 

]]> investing, wealth, business, retirement, real estate, market analysis No Madrona Financial And CPA's Four Pillars Of Differentiation 684 684 Madrona Financial And CPA's Four Pillars Of Differentiation full 8baa299f-06cf-492d-8f27-1e397889a236 https://share.transistor.fm/s/ade56004 In this episode Brian and Jeff discuss the 4 pillars that make Madrona Financial unique and common retirement myths and misconceptions. 

]]> In this episode Brian and Jeff discuss the 4 pillars that make Madrona Financial unique and common retirement myths and misconceptions. 

]]> Sat, 21 Feb 2026 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss the 4 pillars that make Madrona Financial unique and common retirement myths and misconceptions. 

]]> investing, wealth, business, retirement, real estate, market analysis No Four Main Pillars Of Differentiation Of Madrona Financial 683 683 Four Main Pillars Of Differentiation Of Madrona Financial full f728da65-8913-4941-b502-907cfa500761 https://share.transistor.fm/s/20a6070c In this episode Brian and Jeff discuss the 4 pillars  of differentiation of Madrona Financial and common retirement myths and misconceptions. 

]]> In this episode Brian and Jeff discuss the 4 pillars  of differentiation of Madrona Financial and common retirement myths and misconceptions. 

]]> Mon, 16 Feb 2026 19:58:35 -0800 Madrona Financial Services Madrona Financial Services 3102 In this episode Brian and Jeff discuss the 4 pillars  of differentiation of Madrona Financial and common retirement myths and misconceptions. 

]]> investing, wealth, business, retirement, real estate, market analysis No Why High Net Worth Investors Often Underperform After They've Won 682 682 Why High Net Worth Investors Often Underperform After They've Won full 0c43bf7c-d68c-4c95-b096-8c95cf3157eb https://share.transistor.fm/s/1fff4d2d In this episode Brian and Jeff discuss why high net worth investors often underperform after they've won and they explore tax myths. 

]]> In this episode Brian and Jeff discuss why high net worth investors often underperform after they've won and they explore tax myths. 

]]> Sat, 07 Feb 2026 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss why high net worth investors often underperform after they've won and they explore tax myths. 

]]> investing, wealth, business, retirement, real estate, market analysis No Problems With Oversimplified Retirement Plans 681 681 Problems With Oversimplified Retirement Plans full 68c76830-907b-40de-8640-a4c57c652c52 https://share.transistor.fm/s/cf1bd9dd In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement planning changes based on how you have. 

]]> In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement planning changes based on how you have. 

]]> Sun, 01 Feb 2026 20:24:26 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement planning changes based on how you have. 

]]> investing, wealth, business, retirement, real estate, market analysis No How Financial Plans Are Supposed To Work 680 680 How Financial Plans Are Supposed To Work full 5e6b9497-e765-49df-a4e7-5fc23581d58a https://share.transistor.fm/s/c42a444f In this episode Brian and Jeff discuss how financial plans should work and they can be abused. Also understanding the tools not available to the DIY investor. 

]]> In this episode Brian and Jeff discuss how financial plans should work and they can be abused. Also understanding the tools not available to the DIY investor. 

]]> Tue, 27 Jan 2026 13:25:04 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss how financial plans should work and they can be abused. Also understanding the tools not available to the DIY investor. 

]]> investing, wealth, business, retirement, real estate, market analysis No Bear Market Strategies 679 679 Bear Market Strategies full 04c42a6e-ebe6-46a2-a12f-74e5be94ade5 https://share.transistor.fm/s/879be7d3 In this episode Brian and Jeff discuss bear market strategies that can help if things go wrong and common financial mistakes people make that prevent prevent them from enjoying retirement. 

]]> In this episode Brian and Jeff discuss bear market strategies that can help if things go wrong and common financial mistakes people make that prevent prevent them from enjoying retirement. 

]]> Mon, 19 Jan 2026 09:33:51 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss bear market strategies that can help if things go wrong and common financial mistakes people make that prevent prevent them from enjoying retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Retirement Risks That Didn't Exist 20 Years Ago 678 678 Retirement Risks That Didn't Exist 20 Years Ago full 1eff98d5-09e1-4792-a888-f7d72f84b23e https://share.transistor.fm/s/a49e5d76 In this episode Jeff and Brian discuss retirement risks that did not exist 20 years ago and how to prepare for potential inflation this Spring.

]]> In this episode Jeff and Brian discuss retirement risks that did not exist 20 years ago and how to prepare for potential inflation this Spring.

]]> Sun, 11 Jan 2026 20:22:01 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Jeff and Brian discuss retirement risks that did not exist 20 years ago and how to prepare for potential inflation this Spring.

]]> investing, wealth, business, retirement, real estate, market analysis No Which Type Of Financial Advisor Is Right For You? 677 677 Which Type Of Financial Advisor Is Right For You? full 9347cd5e-c2e4-41b4-9586-84588ab622cb https://share.transistor.fm/s/3325c354 In this episode brain and Jeff discuss different types of advisors - which is right for you, and the the top 5 market risks that many DIY investors miss. 

]]> In this episode brain and Jeff discuss different types of advisors - which is right for you, and the the top 5 market risks that many DIY investors miss. 

]]> Mon, 05 Jan 2026 19:08:46 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode brain and Jeff discuss different types of advisors - which is right for you, and the the top 5 market risks that many DIY investors miss. 

]]> investing, wealth, business, retirement, real estate, market analysis No Economic Concerns for 2026 676 676 Economic Concerns for 2026 full 249b766c-e5bc-4088-aebb-ad90ee6c357a https://share.transistor.fm/s/8b88784b In this episode Brian and Jeff discuss economic concerns for 2026 and what your CPA needs to know before they file your taxes. 

]]> In this episode Brian and Jeff discuss economic concerns for 2026 and what your CPA needs to know before they file your taxes. 

]]> Mon, 05 Jan 2026 19:05:34 -0800 Madrona Financial Services Madrona Financial Services 3173 In this episode Brian and Jeff discuss economic concerns for 2026 and what your CPA needs to know before they file your taxes. 

]]> investing, wealth, business, retirement, real estate, market analysis No Top Retirement Concerns Being discussed Online 675 675 Top Retirement Concerns Being discussed Online full a2c0ff03-171d-4860-afb9-c083fb884ba6 https://share.transistor.fm/s/5288a17f In this episode Brian and Jeff discuss the top retirement concerns being discussed online right now and last minute money moves to make before year end. 

]]> In this episode Brian and Jeff discuss the top retirement concerns being discussed online right now and last minute money moves to make before year end. 

]]> Sun, 14 Dec 2025 16:47:11 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss the top retirement concerns being discussed online right now and last minute money moves to make before year end. 

]]> investing, wealth, business, retirement, real estate, market analysis No Words Of Wisdom For Turbulent Times 674 674 Words Of Wisdom For Turbulent Times full cf1a6fa2-5275-464a-afa2-06c26913f3d9 https://share.transistor.fm/s/f8f1070c In this episode Jeff and Brian discuss words of wisdom for turbulent times and the great stuff transfer. 

]]> In this episode Jeff and Brian discuss words of wisdom for turbulent times and the great stuff transfer. 

]]> Sat, 06 Dec 2025 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3175 In this episode Jeff and Brian discuss words of wisdom for turbulent times and the great stuff transfer. 

]]> investing, wealth, business, retirement, real estate, market analysis No Money Advice For Women - Growing HER Wealth 673 673 Money Advice For Women - Growing HER Wealth full 7d7a6d74-3c42-4f34-a216-98e75bd3d745 https://share.transistor.fm/s/e39556f1 In this episode Brian and Jeff talk with Danielle Meister, the Host of Growing HER Wealth about money advice for women. Also the changing landscape for landlords in Washington. 

]]> In this episode Brian and Jeff talk with Danielle Meister, the Host of Growing HER Wealth about money advice for women. Also the changing landscape for landlords in Washington. 

]]> Sat, 29 Nov 2025 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff talk with Danielle Meister, the Host of Growing HER Wealth about money advice for women. Also the changing landscape for landlords in Washington. 

]]> investing, wealth, business, retirement, real estate, market analysis No What You Need To Know About The 5 Years Before and After Retirement 672 672 What You Need To Know About The 5 Years Before and After Retirement full af5ed666-ddfc-4755-9ade-8bb34992596b https://share.transistor.fm/s/e5a51d8a In this episode Brian and Jeff discuss what you need to know about the 5 years before and after retirement and alternative ways to add real estate to your portfolio. 

]]> In this episode Brian and Jeff discuss what you need to know about the 5 years before and after retirement and alternative ways to add real estate to your portfolio. 

]]> Tue, 25 Nov 2025 20:55:03 -0800 Madrona Financial Services Madrona Financial Services 3174 In this episode Brian and Jeff discuss what you need to know about the 5 years before and after retirement and alternative ways to add real estate to your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No 6 Strategies For High Net Worth Investors To Consider Before The New Year 671 671 6 Strategies For High Net Worth Investors To Consider Before The New Year full e4d00200-2d18-4a68-ac3a-a76618758754 https://share.transistor.fm/s/3baae2ec In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year. 

]]> In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year. 

]]> Sun, 16 Nov 2025 19:03:38 -0800 Madrona Financial Services Madrona Financial Services 3181 In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year. 

]]> investing, wealth, business, retirement, real estate, market analysis No 7 Signs your Retirement Plan May Not Be Right For You 670 670 7 Signs your Retirement Plan May Not Be Right For You full 80d4c89f-5dd7-4314-bfa8-ed60fc496fc6 https://share.transistor.fm/s/b7f87cdf In this episode Jeff and Brian discuss 7 signs your retirement plan may not be right for you and what to know about 25 and 26 taxes.

]]> In this episode Jeff and Brian discuss 7 signs your retirement plan may not be right for you and what to know about 25 and 26 taxes.

]]> Wed, 12 Nov 2025 10:24:43 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Jeff and Brian discuss 7 signs your retirement plan may not be right for you and what to know about 25 and 26 taxes.

]]> investing, wealth, business, retirement, real estate, market analysis No Why You May Want To Consider Alternative Investments 669 669 Why You May Want To Consider Alternative Investments full 5354e996-fabc-4749-803d-d4c05ede056a https://share.transistor.fm/s/d223b35b In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work. 

]]> In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work. 

]]> Sun, 02 Nov 2025 19:40:33 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work. 

]]> investing, wealth, business, retirement, real estate, market analysis No What You Need To Know About The Markets Today 668 668 What You Need To Know About The Markets Today full a9807c96-6793-46d8-b299-56912d0c27eb https://share.transistor.fm/s/ee406347 In this episode Brain and Jeff discuss what you need to know about the markets today, and what to watch for before you  do your IRA to Roth conversion. 

]]> In this episode Brain and Jeff discuss what you need to know about the markets today, and what to watch for before you  do your IRA to Roth conversion. 

]]> Mon, 27 Oct 2025 15:10:49 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brain and Jeff discuss what you need to know about the markets today, and what to watch for before you  do your IRA to Roth conversion. 

]]> investing, wealth, business, retirement, real estate, market analysis No Growing HER Wealth 667 667 Growing HER Wealth full 04a0176e-e1d2-4d00-959d-c8eeccd78ede https://share.transistor.fm/s/2060da5f In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.  

]]> In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.  

]]> Mon, 20 Oct 2025 10:26:53 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.  

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Traps Found In Your Cash Flow 666 666 Tax Traps Found In Your Cash Flow full c1a765f2-46a3-4328-878a-2a5478955e01 https://share.transistor.fm/s/6b3a3d1b In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow. 

]]> In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow. 

]]> Mon, 13 Oct 2025 21:55:46 -0700 Madrona Financial Services Madrona Financial Services 3351 In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow. 

]]> investing, wealth, business, retirement, real estate, market analysis No Why You Need Tax Advice With Investment Advice 665 665 Why You Need Tax Advice With Investment Advice full ff0f913b-540f-4d69-884d-f1d45f2b6aee https://share.transistor.fm/s/03e992d7 In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know. 

]]> In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know. 

]]> Sat, 04 Oct 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know. 

]]> investing, wealth, business, retirement, real estate, market analysis No Conflicts Of Interest That You Need To Know About 664 664 Conflicts Of Interest That You Need To Know About full 16ce90da-8c2f-4f55-85fd-2e874e19b60d https://share.transistor.fm/s/f76c133c In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true. 

]]> In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true. 

]]> Sun, 28 Sep 2025 18:12:44 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Get Out Of Problematic Tax Situations With Your Investments 663 663 How To Get Out Of Problematic Tax Situations With Your Investments full d930ad70-e332-4461-917e-2fb94256502f https://share.transistor.fm/s/2c8c4d2c In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich. 

]]> In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich. 

]]> Mon, 22 Sep 2025 17:18:36 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich. 

]]> investing, wealth, business, retirement, real estate, market analysis No Planning For The Non-Financial Side Of Retirement 662 662 Planning For The Non-Financial Side Of Retirement full 346d984c-b258-4e56-a8f4-34bc9f50f5ab https://share.transistor.fm/s/c02baeb6 In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to talk about the non-financial side of retirement.  

]]> In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to talk about the non-financial side of retirement.  

]]> Mon, 22 Sep 2025 17:16:14 -0700 Madrona Financial Services Madrona Financial Services 3112 In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to talk about the non-financial side of retirement.  

]]> investing, wealth, business, retirement, real estate, market analysis No What Tax Planning and Tax Minimization Really Mean 661 661 What Tax Planning and Tax Minimization Really Mean full fec5da76-c6a1-4c91-9280-ca8de6c30e55 https://share.transistor.fm/s/6e4f647f In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning. 

]]> In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning. 

]]> Sat, 06 Sep 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3174 In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning. 

]]> investing, wealth, business, retirement, real estate, market analysis No What To Do If AI Is A Bubble And It Bursts 660 660 What To Do If AI Is A Bubble And It Bursts full a919181b-425d-4c72-9961-63b1713633d4 https://share.transistor.fm/s/cd851e99 In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money. 

]]> In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money. 

]]> Sat, 30 Aug 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3165 In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money. 

]]> investing, wealth, business, retirement, real estate, market analysis No When Do Certain Investment Make Sense, And When to Stay Away. 659 659 When Do Certain Investment Make Sense, And When to Stay Away. full e1ede2f3-e28c-468d-b49d-a492c395f439 https://share.transistor.fm/s/e7791daa In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan to retire. 

]]> In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan to retire. 

]]> Mon, 25 Aug 2025 19:55:56 -0700 Madrona Financial Services Madrona Financial Services 3165 In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan to retire. 

]]> investing, wealth, business, retirement, real estate, market analysis No Six Tax Myths That Could Cost You Big Time 658 658 Six Tax Myths That Could Cost You Big Time full 4fb2d79f-5c00-4683-9653-4f6e3d407145 https://share.transistor.fm/s/8b79b77a In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire. 

]]> In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire. 

]]> Sat, 16 Aug 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3290 In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire. 

]]> investing, wealth, business, retirement, real estate, market analysis No What You Need To Know About Your 401K 657 657 What You Need To Know About Your 401K full f0472451-71eb-4de3-bfad-638361832b2b https://share.transistor.fm/s/b4875dbb In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.

]]> In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.

]]> Tue, 12 Aug 2025 19:18:51 -0700 Madrona Financial Services Madrona Financial Services 3290 In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.

]]> investing, wealth, business, retirement, real estate, market analysis No The Big Market Warning For Retirees 656 656 The Big Market Warning For Retirees full 52fa2b47-947c-4ba6-bfda-ec12ebbcb1e6 https://share.transistor.fm/s/69f0735b In this episode Brian and Jeff discuss a big market warning for retirees and how the real estate market is evolving for landlords. 

]]> In this episode Brian and Jeff discuss a big market warning for retirees and how the real estate market is evolving for landlords. 

]]> Wed, 06 Aug 2025 18:52:53 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff discuss a big market warning for retirees and how the real estate market is evolving for landlords. 

]]> investing, wealth, business, retirement, real estate, market analysis No What Retirees Need To Know Abou The One Big Beautiful Bill 655 655 What Retirees Need To Know Abou The One Big Beautiful Bill full 147ce492-0acd-4e81-a945-3c20c8d965b7 https://share.transistor.fm/s/ead081dc In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees. 

]]> In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees. 

]]> Wed, 30 Jul 2025 19:36:01 -0700 Madrona Financial Services Madrona Financial Services 3172 In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees. 

]]> investing, wealth, business, retirement, real estate, market analysis No Uncommon Ways To Structure Income In Retirement 654 654 Uncommon Ways To Structure Income In Retirement full 532f7756-4abe-4369-9b33-ce14b5ccf377 https://share.transistor.fm/s/0661121b In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire. 

]]> In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire. 

]]> Wed, 23 Jul 2025 19:55:27 -0700 Madrona Financial Services Madrona Financial Services 3353 In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire. 

]]> investing, wealth, business, retirement, real estate, market analysis No 7 Retirement Planning Myths Debunked 653 653 7 Retirement Planning Myths Debunked full 62c492e4-7bb7-4499-8feb-5df0da3b3de8 https://share.transistor.fm/s/7fdded51 In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today. 

]]> In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today. 

]]> Wed, 16 Jul 2025 12:16:31 -0700 Madrona Financial Services Madrona Financial Services 3347 In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Prepare For A Possible Recession Or Depession 652 652 How To Prepare For A Possible Recession Or Depession full 7c4812af-4efa-416f-9176-ec8f7c4f19dc https://share.transistor.fm/s/51168345 In this episode Brian and Jeff discuss how to prepare for a possible recession or recession and the hidden costs of early retirement. 

]]> In this episode Brian and Jeff discuss how to prepare for a possible recession or recession and the hidden costs of early retirement. 

]]> Mon, 07 Jul 2025 10:12:39 -0700 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian and Jeff discuss how to prepare for a possible recession or recession and the hidden costs of early retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Hidden Costs In Retirement and Risks in AI Generated Retirement Plans. 651 651 Hidden Costs In Retirement and Risks in AI Generated Retirement Plans. full d75a2f71-7c7b-4375-b7ff-7c7c4fda5858 https://share.transistor.fm/s/85e49dd1 In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans. 

]]> In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans. 

]]> Tue, 01 Jul 2025 19:23:05 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans. 

]]> investing, wealth, business, retirement, real estate, market analysis No KIRO Personal Finance Update - Protecting Parents Against Scams 650 650 KIRO Personal Finance Update - Protecting Parents Against Scams full 6ff98b51-b2b0-4154-9aa5-8b163e8f1da7 https://share.transistor.fm/s/a32a8e5d In this episode Charlie and Brian discuss parents against scams. 

]]> In this episode Charlie and Brian discuss parents against scams. 

]]> Wed, 25 Jun 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 216 In this episode Charlie and Brian discuss parents against scams. 

]]> investing, wealth, business, retirement, real estate, market analysis No When Seeking Safety Is Actually Risky 649 649 When Seeking Safety Is Actually Risky full 51f052ce-80de-45ee-a527-6e7a6f1c329f https://share.transistor.fm/s/fa1a237a In this episode Brian and Jeff discuss when seeking safety is actually risky, and how to plan for guilt-free spending in retirement. 

]]> In this episode Brian and Jeff discuss when seeking safety is actually risky, and how to plan for guilt-free spending in retirement. 

]]> Sun, 22 Jun 2025 18:31:44 -0700 Madrona Financial Services Madrona Financial Services 3172 In this episode Brian and Jeff discuss when seeking safety is actually risky, and how to plan for guilt-free spending in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No KIRO Personal Finance Update - The Best Investment Advice 648 648 KIRO Personal Finance Update - The Best Investment Advice full c5b9d412-5ea0-4492-bcc5-3452e1531701 https://share.transistor.fm/s/17689c71 In this episode Brian and Charlie discuss the best investment you can make - in yourself. 

]]> In this episode Brian and Charlie discuss the best investment you can make - in yourself. 

]]> Wed, 18 Jun 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 269 In this episode Brian and Charlie discuss the best investment you can make - in yourself. 

]]> investing, wealth, business, retirement, real estate, market analysis No Withdrawal Strategies To consider In Retirement 647 647 Withdrawal Strategies To consider In Retirement full 2e44a116-ae23-4921-bd4c-206e37738fca https://share.transistor.fm/s/5cc85b97 In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years of retirement. 

]]> In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years of retirement. 

]]> Tue, 17 Jun 2025 18:23:50 -0700 Madrona Financial Services Madrona Financial Services 3350 In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years of retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Different Withdrawal Strategies To Consider In Retirement 646 646 Different Withdrawal Strategies To Consider In Retirement full 2f322b00-ef5f-4c50-bc54-c15ab530dcbb https://share.transistor.fm/s/352939d1 In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years in retirement. 

]]> In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years in retirement. 

]]> Mon, 09 Jun 2025 18:13:36 -0700 Madrona Financial Services Madrona Financial Services 3289 In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No KIRO Personal Finance Update - How To Get Stared On An Emergency Fund 645 645 KIRO Personal Finance Update - How To Get Stared On An Emergency Fund full bf219b50-8029-4f89-ba3c-8dfd0a33a8d3 https://share.transistor.fm/s/b7f6bf93 In this episode Brian chats with Charlie about starting an emergency fund. 

]]> In this episode Brian chats with Charlie about starting an emergency fund. 

]]> Wed, 04 Jun 2025 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 264 In this episode Brian chats with Charlie about starting an emergency fund. 

]]> investing, wealth, business, retirement, real estate, market analysis No Inflation, Income, And Strategies To Consider 644 644 Inflation, Income, And Strategies To Consider full 519b02e7-94d0-4514-9c74-108ec4548b80 https://share.transistor.fm/s/9f872e1c In this episode Brian and Jeff discuss inflation, income, and strategies to consider, as well as 5 things to consider if you're 55 or older. 

]]> In this episode Brian and Jeff discuss inflation, income, and strategies to consider, as well as 5 things to consider if you're 55 or older. 

]]> Mon, 02 Jun 2025 20:00:10 -0700 Madrona Financial Services Madrona Financial Services 3349 In this episode Brian and Jeff discuss inflation, income, and strategies to consider, as well as 5 things to consider if you're 55 or older. 

]]> investing, wealth, business, retirement, real estate, market analysis No KIRO Personal Finance Update - The Best Investment You Can Make 643 643 KIRO Personal Finance Update - The Best Investment You Can Make full c2593906-8d53-4fcc-a351-b5399affff9d https://share.transistor.fm/s/b7bde359 In this update Brian and KIRO's Charlie Harger discuss the best investment you can make - in yourself. 

]]> In this update Brian and KIRO's Charlie Harger discuss the best investment you can make - in yourself. 

]]> Tue, 27 May 2025 19:59:34 -0700 Madrona Financial Services Madrona Financial Services 271 In this update Brian and KIRO's Charlie Harger discuss the best investment you can make - in yourself. 

]]> investing, wealth, business, retirement, real estate, market analysis No Retirement Rules Often Taken Out Of Context 642 642 Retirement Rules Often Taken Out Of Context full 4a19614a-7314-47c7-aa42-f04c322c840a https://share.transistor.fm/s/231ef51e In this episode Brian and Jeff discuss retirement rules often taken out of context, and what retirees need to know about private markets. 

]]> In this episode Brian and Jeff discuss retirement rules often taken out of context, and what retirees need to know about private markets. 

]]> Tue, 27 May 2025 19:54:52 -0700 Madrona Financial Services Madrona Financial Services 3357 In this episode Brian and Jeff discuss retirement rules often taken out of context, and what retirees need to know about private markets. 

]]> investing, wealth, business, retirement, real estate, market analysis No KIRO Personal Finance Update - Smart Moves For Grads and Parents 641 641 KIRO Personal Finance Update - Smart Moves For Grads and Parents full 9d10d4d2-3089-4ef3-a053-bbd8408debb0 https://share.transistor.fm/s/3419ed67 In this episode Brian and Charlie discuss smart move for grads and parents

]]> In this episode Brian and Charlie discuss smart move for grads and parents

]]> Thu, 22 May 2025 08:30:56 -0700 Madrona Financial Services Madrona Financial Services 272 In this episode Brian and Charlie discuss smart move for grads and parents

]]> investing, wealth, business, retirement, real estate, market analysis No KIRO Personal Finance Update - Stock Market Volatility 640 640 KIRO Personal Finance Update - Stock Market Volatility full b9afc5f2-ca55-48c1-a30c-c9343d12d96e https://share.transistor.fm/s/01104a46 In this week's episode Brian discusses stock market volatility with KIRO Radio's Charlie Harger. 

]]> In this week's episode Brian discusses stock market volatility with KIRO Radio's Charlie Harger. 

]]> Mon, 19 May 2025 10:50:20 -0700 Madrona Financial Services Madrona Financial Services 263 In this week's episode Brian discusses stock market volatility with KIRO Radio's Charlie Harger. 

]]> investing, wealth, business, retirement, real estate, market analysis No Money Conversations Women Can't Afford To Skip 639 639 Money Conversations Women Can't Afford To Skip full c65be220-cac5-4630-98d4-3b144af301d0 https://share.transistor.fm/s/3880ec7b In this episode Brian and Danielle Meister discuss money conversations that women can't afford to skip and an open Q&A segment for women on retirement. 

]]> In this episode Brian and Danielle Meister discuss money conversations that women can't afford to skip and an open Q&A segment for women on retirement. 

]]> Mon, 19 May 2025 10:46:06 -0700 Madrona Financial Services Madrona Financial Services 3061 In this episode Brian and Danielle Meister discuss money conversations that women can't afford to skip and an open Q&A segment for women on retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Four Tips On Maintaining Your Retirement Plan 638 638 Four Tips On Maintaining Your Retirement Plan full c1baf318-6c40-4c5f-b011-8e5176565ec4 https://share.transistor.fm/s/fe34c5db In this episode Brian and Jeff discuss 4 tips on maintaining your retirement plan and the difference between estate planning, legacy planning and what an elder law attorney does. 

]]> In this episode Brian and Jeff discuss 4 tips on maintaining your retirement plan and the difference between estate planning, legacy planning and what an elder law attorney does. 

]]> Sun, 11 May 2025 18:44:27 -0700 Madrona Financial Services Madrona Financial Services 3353 In this episode Brian and Jeff discuss 4 tips on maintaining your retirement plan and the difference between estate planning, legacy planning and what an elder law attorney does. 

]]> investing, wealth, business, retirement, real estate, market analysis No 6 Calculations Many People Get Wrong 637 637 6 Calculations Many People Get Wrong full 92445134-469c-41a7-9abb-cc416e139c49 https://share.transistor.fm/s/3fe7055c In this episode Brian and Jeff discuss 6 calculations many people get wrong and what to do with your 1040 form. 

]]> In this episode Brian and Jeff discuss 6 calculations many people get wrong and what to do with your 1040 form. 

]]> Sat, 26 Apr 2025 19:00:00 -0700 Madrona Financial Services Madrona Financial Services 3177 In this episode Brian and Jeff discuss 6 calculations many people get wrong and what to do with your 1040 form. 

]]> investing, wealth, business, retirement, real estate, market analysis No Answering Your Listener Questions 636 636 Answering Your Listener Questions full 34ad06e8-b36c-4839-8dcc-2b6ee0e2415c https://share.transistor.fm/s/93c3896c In this episode Brian welcomes Danielle Meister from the Salt Lake City office to answer your listener questions. 

]]> In this episode Brian welcomes Danielle Meister from the Salt Lake City office to answer your listener questions. 

]]> Mon, 21 Apr 2025 11:30:40 -0700 Madrona Financial Services Madrona Financial Services 3168 In this episode Brian welcomes Danielle Meister from the Salt Lake City office to answer your listener questions. 

]]> investing, wealth, business, retirement, real estate, market analysis No 7 Common Missed Tax Planning Opportunities 635 635 7 Common Missed Tax Planning Opportunities full 813cc539-8d66-4090-b5b0-d50174ad6f93 https://share.transistor.fm/s/88559992 In this episode Brian and Jeff discuss 7 common tax planning myths and 3 ways to generate income in retirement - which is right for you. 

]]> In this episode Brian and Jeff discuss 7 common tax planning myths and 3 ways to generate income in retirement - which is right for you. 

]]> Mon, 14 Apr 2025 17:26:02 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff discuss 7 common tax planning myths and 3 ways to generate income in retirement - which is right for you. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Tax Law Is Written In Pencil 634 634 The Tax Law Is Written In Pencil full bfe90c3d-7927-4460-84c1-4e27b2f1fe40 https://share.transistor.fm/s/e2695e64 In this episode Brian and Jeff discuss that the tax law is constantly changing and the risks associated with losing a spouse in retirement. 

]]> In this episode Brian and Jeff discuss that the tax law is constantly changing and the risks associated with losing a spouse in retirement. 

]]> Sat, 05 Apr 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3164 In this episode Brian and Jeff discuss that the tax law is constantly changing and the risks associated with losing a spouse in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Real Estate Investment Risks You May Not Know Exist 633 633 Real Estate Investment Risks You May Not Know Exist full 85445ab9-aeaa-405b-9d47-16f50fb193ca https://share.transistor.fm/s/3148da80 In this episode Brian and Jeff discuss real estate investment risks you may not know exist and mistakes people make with their 401Ks. 

]]> In this episode Brian and Jeff discuss real estate investment risks you may not know exist and mistakes people make with their 401Ks. 

]]> Sun, 30 Mar 2025 15:37:46 -0700 Madrona Financial Services Madrona Financial Services 3164 In this episode Brian and Jeff discuss real estate investment risks you may not know exist and mistakes people make with their 401Ks. 

]]> investing, wealth, business, retirement, real estate, market analysis No Seven Signs Your Plan Or Portfolio Is Not Right For You 632 632 Seven Signs Your Plan Or Portfolio Is Not Right For You full 6457d589-8709-4fdc-9d20-5322b3ee9870 https://share.transistor.fm/s/9969155c In this episode Brian and Jeff discuss seven signs your plan or portfolio is not right for you and what you need to know about Trump's tariff and trade wars. 

]]> In this episode Brian and Jeff discuss seven signs your plan or portfolio is not right for you and what you need to know about Trump's tariff and trade wars. 

]]> Sat, 22 Mar 2025 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3165 In this episode Brian and Jeff discuss seven signs your plan or portfolio is not right for you and what you need to know about Trump's tariff and trade wars. 

]]> investing, wealth, business, retirement, real estate, market analysis No Why Your Taxes May Be Worse In Retirement And What To Do About It 631 631 Why Your Taxes May Be Worse In Retirement And What To Do About It full 702d6220-24f5-47cd-b3a5-c47176b1a389 https://share.transistor.fm/s/88ff256a In this episode Brian and Jeff discuss why your taxes may be worse in retirement and what to do about it. Also what a flat market cycle could mean for your retirement. 

]]> In this episode Brian and Jeff discuss why your taxes may be worse in retirement and what to do about it. Also what a flat market cycle could mean for your retirement. 

]]> Tue, 18 Mar 2025 18:34:33 -0700 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss why your taxes may be worse in retirement and what to do about it. Also what a flat market cycle could mean for your retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Missed Tax Planning Opportunities 630 630 Missed Tax Planning Opportunities full bf44c6a8-f978-4b9a-b9ab-623688b1b007 https://share.transistor.fm/s/1af23822 in this episode Brian and Jeff discuss 7 common tax planning missed opportunities and 3 ways to generate income in retirement. 

]]> in this episode Brian and Jeff discuss 7 common tax planning missed opportunities and 3 ways to generate income in retirement. 

]]> Wed, 12 Mar 2025 19:37:42 -0700 Madrona Financial Services Madrona Financial Services 3353 in this episode Brian and Jeff discuss 7 common tax planning missed opportunities and 3 ways to generate income in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Great Wealth Transfer 629 629 The Great Wealth Transfer full fd18a713-bc32-4bad-9908-fbeaee4b301b https://share.transistor.fm/s/f42aa587 In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.

]]> In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.

]]> Mon, 03 Mar 2025 15:28:43 -0800 Madrona Financial Services Madrona Financial Services 3165 In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.

]]> investing, wealth, business, retirement, real estate, market analysis No 7 Retirement Planning Myths Debunked and the 60/40 Stock Bond Split - Is It Still Relevant? 628 628 7 Retirement Planning Myths Debunked and the 60/40 Stock Bond Split - Is It Still Relevant? full 6e9d16ec-3636-430e-b02b-805283cdc18e https://share.transistor.fm/s/f40a004a In this episode Brian and Jeff discuss 7 retirement myths and whether the 60/40 stock-bond split is still relevant. 

]]> In this episode Brian and Jeff discuss 7 retirement myths and whether the 60/40 stock-bond split is still relevant. 

]]> Sun, 23 Feb 2025 17:01:33 -0800 Madrona Financial Services Madrona Financial Services 3183 In this episode Brian and Jeff discuss 7 retirement myths and whether the 60/40 stock-bond split is still relevant. 

]]> investing, wealth, business, retirement, real estate, market analysis No Financial Tasks To Complete At The Beginning And End Of Year. 627 627 Financial Tasks To Complete At The Beginning And End Of Year. full b1ffea6e-e521-464e-a5d8-0c10391acbb1 https://share.transistor.fm/s/84717c17 In this episode Brian and Jeff discuss beginning and end of year financial tasks and how to plan your retirement if you want to retire early. 

]]> In this episode Brian and Jeff discuss beginning and end of year financial tasks and how to plan your retirement if you want to retire early. 

]]> Sun, 16 Feb 2025 15:49:23 -0800 Madrona Financial Services Madrona Financial Services 3165 In this episode Brian and Jeff discuss beginning and end of year financial tasks and how to plan your retirement if you want to retire early. 

]]> investing, wealth, business, retirement, real estate, market analysis No Beginning of the Year Vs. End of the Year Financial Tasks. 626 626 Beginning of the Year Vs. End of the Year Financial Tasks. full ffb01035-9203-498f-9647-14d93de6b5ee https://share.transistor.fm/s/2283da85 In this episode Brian and Jeff discuss financial tasks to be take care of at the beginning of the year and end of the year. They also discuss how to plan for an early retirement. 

]]> In this episode Brian and Jeff discuss financial tasks to be take care of at the beginning of the year and end of the year. They also discuss how to plan for an early retirement. 

]]> Mon, 10 Feb 2025 19:19:13 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss financial tasks to be take care of at the beginning of the year and end of the year. They also discuss how to plan for an early retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Investment Options You May Want But Can't Get On Your Own 625 625 Investment Options You May Want But Can't Get On Your Own full 94628580-629a-4938-8002-34f8f74de710 https://share.transistor.fm/s/946f0d68 In this episode brain and Jeff discuss investment options you may wabt but can't get on your won and how President Trump could affect you retirement. 

]]> In this episode brain and Jeff discuss investment options you may wabt but can't get on your won and how President Trump could affect you retirement. 

]]> Sun, 02 Feb 2025 17:19:56 -0800 Madrona Financial Services Madrona Financial Services 3171 In this episode brain and Jeff discuss investment options you may wabt but can't get on your won and how President Trump could affect you retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 New Blind Spots Many Miss In Their Retirement Planning 624 624 5 New Blind Spots Many Miss In Their Retirement Planning full d5a4a9f8-e2d7-47af-a9dc-200d8788dd6a https://share.transistor.fm/s/18580348 In this episode Brian ad Jeff discuss 5 blind spots many miss i their retirement planning, and 3 problems landlords face when approaching retirement planning. 

]]> In this episode Brian ad Jeff discuss 5 blind spots many miss i their retirement planning, and 3 problems landlords face when approaching retirement planning. 

]]> Sat, 25 Jan 2025 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3174 In this episode Brian ad Jeff discuss 5 blind spots many miss i their retirement planning, and 3 problems landlords face when approaching retirement planning. 

]]> investing, wealth, business, retirement, real estate, market analysis No 7 Common Missed Tax Planning Opportunities 623 623 7 Common Missed Tax Planning Opportunities full a18b52fc-47ae-4bd4-b29b-e306c08f7b69 https://share.transistor.fm/s/8d6fd1fd In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement. 

]]> In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement. 

]]> Mon, 20 Jan 2025 11:16:14 -0800 Madrona Financial Services Madrona Financial Services 3181 In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Retirement Myths That Could Hold You Back 622 622 5 Retirement Myths That Could Hold You Back full 4f92505d-ba9c-4759-9005-554d361cbcff https://share.transistor.fm/s/8508eec4 In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work, 

]]> In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work, 

]]> Sat, 11 Jan 2025 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3168 In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work, 

]]> investing, wealth, business, retirement, real estate, market analysis No 10 Questions Your CPA Should be Asking You. 621 621 10 Questions Your CPA Should be Asking You. full 04970c03-830c-4b63-8d46-2ff3f14ca14a https://share.transistor.fm/s/10418cf9 In this episode Brian and Jeff discuss why mortgage rates going up could be a red flag and 10 questions your CPA should be asking you. 

]]> In this episode Brian and Jeff discuss why mortgage rates going up could be a red flag and 10 questions your CPA should be asking you. 

]]> Wed, 08 Jan 2025 19:38:00 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss why mortgage rates going up could be a red flag and 10 questions your CPA should be asking you. 

]]> investing, wealth, business, retirement, real estate, market analysis No What To Look For When Your Taxes Are Filed / Financial New Years Resolutions 620 620 What To Look For When Your Taxes Are Filed / Financial New Years Resolutions full 0de387a2-10a2-4cee-842f-54f60e8e148a https://share.transistor.fm/s/8026b926 In this episode Brian and Jeff discuss what to look for when filing your taxes, the 1040 treasure hunt, and financial New Year's resolutions to consider. 

]]> In this episode Brian and Jeff discuss what to look for when filing your taxes, the 1040 treasure hunt, and financial New Year's resolutions to consider. 

]]> Sat, 28 Dec 2024 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3167 In this episode Brian and Jeff discuss what to look for when filing your taxes, the 1040 treasure hunt, and financial New Year's resolutions to consider. 

]]> investing, wealth, business, retirement, real estate, market analysis No The 500th Show! 619 619 The 500th Show! full 1af7de6a-8822-4e63-8723-c94f0047425b https://share.transistor.fm/s/683c28e6 In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming. 

]]> In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming. 

]]> Sat, 21 Dec 2024 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3171 In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Difference Between a Plan And A Complete Plan 618 618 The Difference Between a Plan And A Complete Plan full b55182d5-ccbe-42d7-9132-0cac0d2aaea4 https://share.transistor.fm/s/a43f86c6 In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make. 

]]> In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make. 

]]> Tue, 10 Dec 2024 20:05:48 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Changes That Could Happen In The Near Future 617 617 Tax Changes That Could Happen In The Near Future full 8e781710-ccc7-467f-b27a-8816aa47ea4d https://share.transistor.fm/s/718d28a0 In this episode Brian and Jeff discuss possible tax changes in the bear future as a result of the Trump presidency. Also they discus the future of Social Security and Medicare. 

]]> In this episode Brian and Jeff discuss possible tax changes in the bear future as a result of the Trump presidency. Also they discus the future of Social Security and Medicare. 

]]> Tue, 26 Nov 2024 08:10:54 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss possible tax changes in the bear future as a result of the Trump presidency. Also they discus the future of Social Security and Medicare. 

]]> investing, wealth, business, retirement, real estate, market analysis No How The Trump 2.0 Presidency Could Affect Your Pocketbook 616 616 How The Trump 2.0 Presidency Could Affect Your Pocketbook full d51b0bb6-f1e9-43b7-ae58-3aa212d95a73 https://share.transistor.fm/s/a475fc84 In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."

]]> In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."

]]> Fri, 15 Nov 2024 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."

]]> investing, wealth, business, retirement, real estate, market analysis No The Ripple Effect When A Company Goes Under 615 615 The Ripple Effect When A Company Goes Under full 791d96c5-076d-43f8-818d-3d9bc352b472 https://share.transistor.fm/s/23221965 In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case. 

]]> In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case. 

]]> Mon, 11 Nov 2024 10:24:04 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case. 

]]> investing, wealth, business, retirement, real estate, market analysis No Different Retirement Plans For Different Careers 614 614 Different Retirement Plans For Different Careers full 262f1828-1cb4-47db-8b5d-a1a11b5362fd https://share.transistor.fm/s/a4fc1f0d In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.

]]> In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.

]]> Mon, 04 Nov 2024 12:23:55 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.

]]> investing, wealth, business, retirement, real estate, market analysis No Tax And Inheritances Issues When You Oversimplify your Financial Plan 613 613 Tax And Inheritances Issues When You Oversimplify your Financial Plan full eac952a0-c541-4c42-b255-c6ecbb1d48eb https://share.transistor.fm/s/ef043fb9 In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding. 

]]> In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding. 

]]> Sun, 27 Oct 2024 18:18:40 -0700 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Things Brian Wishes People Understood About Taxes And Investments 612 612 5 Things Brian Wishes People Understood About Taxes And Investments full 76e6c589-1dae-4661-b841-8b8c44e65eac https://share.transistor.fm/s/06775b1e In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments. 

]]> In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments. 

]]> Mon, 21 Oct 2024 17:16:20 -0700 Madrona Financial Services Madrona Financial Services 3175 In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No What Happens When Your CPA And Advisor Don't Talk 611 611 What Happens When Your CPA And Advisor Don't Talk full a8f4076e-3d06-4207-a5cb-b80b1224f58c https://share.transistor.fm/s/34797fe0 In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments. 

]]> In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments. 

]]> Mon, 14 Oct 2024 18:12:25 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No We Answer Your Questions 610 610 We Answer Your Questions full 64807429-0eee-4290-98d1-7994f508d8f3 https://share.transistor.fm/s/cdaa5e2f In this episode Brian answers questions sent in by listeners. 

]]> In this episode Brian answers questions sent in by listeners. 

]]> Sat, 05 Oct 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian answers questions sent in by listeners. 

]]> investing, wealth, business, retirement, real estate, market analysis No Your Questions Answered 609 609 Your Questions Answered full d15bf504-f5cf-4bd3-b4fd-759061ef90b4 https://share.transistor.fm/s/397ed193 In this episode Brian answers questions from listeners. 

]]> In this episode Brian answers questions from listeners. 

]]> Mon, 30 Sep 2024 09:36:34 -0700 Madrona Financial Services Madrona Financial Services 3188 In this episode Brian answers questions from listeners. 

]]> investing, wealth, business, retirement, real estate, market analysis No What To Do If You Have An Annuity That Isn't Performing Well 608 608 What To Do If You Have An Annuity That Isn't Performing Well full dc5780b5-f4be-4f4c-b755-6ba757a3cd8a https://share.transistor.fm/s/abd04627 In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed. 

]]> In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed. 

]]> Sat, 21 Sep 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3147 In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed. 

]]> investing, wealth, business, retirement, real estate, market analysis No Six Transitions In Retirement And How To Prepare For Them 607 607 Six Transitions In Retirement And How To Prepare For Them full 854ca2d8-96b7-4848-bedf-ada490d82385 https://share.transistor.fm/s/de160fd7 In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now. 

]]> In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now. 

]]> Sat, 14 Sep 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3164 In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now. 

]]> investing, wealth, business, retirement, real estate, market analysis No What You Need To Know Before Your Spouse Passes 606 606 What You Need To Know Before Your Spouse Passes full 9c5c9680-a124-4caf-ab5b-c64acee2adbc https://share.transistor.fm/s/5fde2a1f In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.

]]> In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.

]]> Sat, 07 Sep 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.

]]> investing, wealth, business, retirement, real estate, market analysis No Three Investment Myths That May Cost You Money 605 605 Three Investment Myths That May Cost You Money full da7c2a41-65c4-4fcd-a3ab-5c4623f217a0 https://share.transistor.fm/s/58ef1bca In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today. 

]]> In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today. 

]]> Sat, 31 Aug 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today. 

]]> investing, wealth, business, retirement, real estate, market analysis No What To Do Now Before Interest Rates Start Dropping 604 604 What To Do Now Before Interest Rates Start Dropping full ab0d6d7f-ab43-4586-9f94-4db37db98de6 https://share.transistor.fm/s/7480cc72 In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions. 

]]> In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions. 

]]> Mon, 26 Aug 2024 11:29:21 -0700 Madrona Financial Services Madrona Financial Services 3168 In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Turn Your 401 K Into Retirement Income. 603 603 How To Turn Your 401 K Into Retirement Income. full 4256ec72-4191-4923-94f9-7d753e0026c9 https://share.transistor.fm/s/2c381940 In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon. 

]]> In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon. 

]]> Mon, 26 Aug 2024 11:26:45 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon. 

]]> investing, wealth, business, retirement, real estate, market analysis No Sell-Off On Wall Street - What Happened. 602 602 Sell-Off On Wall Street - What Happened. full 016aa530-9c9a-46d3-a6f9-a64432bf62e2 https://share.transistor.fm/s/4163e539 In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them. 

]]> In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them. 

]]> Sat, 10 Aug 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3112 In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Turn Your 401K Into Retirement Income 601 601 How To Turn Your 401K Into Retirement Income full 1499ffd2-252d-4de1-99b8-a33384a32ddb https://share.transistor.fm/s/e6ca6556 In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans. 

]]> In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans. 

]]> Mon, 05 Aug 2024 18:20:37 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans. 

]]> investing, wealth, business, retirement, real estate, market analysis No What To Expect From A Comprehensive Financial Advisor 600 600 What To Expect From A Comprehensive Financial Advisor full 5b8eff45-438d-44ed-bf0d-6bc3883e2d9e https://share.transistor.fm/s/18fbe319 In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor. 

]]> In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor. 

]]> Sat, 13 Jul 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3186 In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Vet Your Investment Options Like A CPA 599 599 How To Vet Your Investment Options Like A CPA full d20a864a-c904-48e6-8e19-0cad27f7153b https://share.transistor.fm/s/459c4355 In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority. 

]]> In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority. 

]]> Sat, 06 Jul 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Ways To Prepare For A Recession 598 598 5 Ways To Prepare For A Recession full 02846a1a-c372-4797-aa46-df03ac708eab https://share.transistor.fm/s/fdd2c79b In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.

]]> In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.

]]> Sat, 29 Jun 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3174 In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.

]]> investing, wealth, business, retirement, real estate, market analysis No What You Need To Know About Your Real Estate Portfilio 597 597 What You Need To Know About Your Real Estate Portfilio full d17aedc2-b6d3-4b00-b7d4-e8f97739ad7f https://share.transistor.fm/s/6a915781 In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid. 

]]> In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid. 

]]> Sat, 22 Jun 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid. 

]]> investing, wealth, business, retirement, real estate, market analysis No Assumptions That Pre-Retirees Make That Could Hurt Them 596 596 Assumptions That Pre-Retirees Make That Could Hurt Them full 2fed2d22-d320-45de-8546-18554f38dab0 https://share.transistor.fm/s/87023dd5 In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them.  Also, how to create one plan for mulriple market possibilities. 

]]> In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them.  Also, how to create one plan for mulriple market possibilities. 

]]> Sat, 15 Jun 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3167 In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them.  Also, how to create one plan for mulriple market possibilities. 

]]> investing, wealth, business, retirement, real estate, market analysis No Business Succession Strategies 595 595 Business Succession Strategies full 028fbc90-5930-47fd-a15d-b7b7db731ccf https://share.transistor.fm/s/f9872e9b In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion. 

]]> In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion. 

]]> Sat, 08 Jun 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3117 In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion. 

]]> investing, wealth, business, retirement, real estate, market analysis No How Small Decisions Can Make A Big Difference In Retirement Planning. 594 594 How Small Decisions Can Make A Big Difference In Retirement Planning. full 3dd30fdb-deb9-404c-a86d-429d66d0a2c0 https://share.transistor.fm/s/3326299a In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded. 

]]> In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded. 

]]> Sat, 01 Jun 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded. 

]]> investing, wealth, business, retirement, real estate, market analysis No Breaking Down Income Streams And Taxes In Retirment 593 593 Breaking Down Income Streams And Taxes In Retirment full 83378f12-4bcd-49b2-a456-35aee212a938 https://share.transistor.fm/s/fd164f10 In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates. 

]]> In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates. 

]]> Sat, 25 May 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Purpose Of Investment Portfolio Diversification 592 592 The Purpose Of Investment Portfolio Diversification full 6d28c9f7-d559-43a2-861a-ad06253d848b https://share.transistor.fm/s/f0b1f614 In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation. 

]]> In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation. 

]]> Sat, 18 May 2024 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3136 In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Prepare For A Market Crash 591 591 How To Prepare For A Market Crash full 24c99c38-af7c-498e-b15b-b7d9af555917 https://share.transistor.fm/s/738598d7 In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future. 

]]> In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future. 

]]> Sat, 11 May 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 2989 In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Retirement Prep Checklist - What To Do As You Get Closer To Retirement, 590 590 The Retirement Prep Checklist - What To Do As You Get Closer To Retirement, full e7ec0699-4a4d-4646-bdd0-d137123d0c89 https://share.transistor.fm/s/780dccd1 In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, 

and Unintended tax consequences for those not paying attention. 

]]> In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, 

and Unintended tax consequences for those not paying attention. 

]]> Sat, 27 Apr 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, 

and Unintended tax consequences for those not paying attention. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Entrepreneur and Landlord Retirement Dilemma 589 589 The Entrepreneur and Landlord Retirement Dilemma full c6ae0503-409b-4907-8bfd-40856d1058c4 https://share.transistor.fm/s/1213def1 In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.

]]> In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.

]]> Sat, 20 Apr 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3178 In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.

]]> investing, wealth, business, retirement, real estate, market analysis No What Women Need To Know About Retirement 588 588 What Women Need To Know About Retirement full 12fc590b-fcb7-46ad-9231-f41e8ec1b470 https://share.transistor.fm/s/f3517ba6 In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary. 

]]> In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary. 

]]> Sat, 13 Apr 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3076 In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary. 

]]> investing, wealth, business, retirement, real estate, market analysis No What You Need To Know About The Financial Phases Of Retirement 587 587 What You Need To Know About The Financial Phases Of Retirement full f886a064-5339-4db7-b4be-c03c1b29570b https://share.transistor.fm/s/6dea50eb In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away. 

]]> In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away. 

]]> Sat, 06 Apr 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3148 In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Planning During Different Seasons Of Life 586 586 Tax Planning During Different Seasons Of Life full 54b63ed2-5e4a-4352-9ab7-0546362c9a9d https://share.transistor.fm/s/b879a4ea In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life. 

]]> In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life. 

]]> Mon, 01 Apr 2024 09:17:43 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life. 

]]> investing, wealth, business, retirement, real estate, market analysis No How The Private Markets Can Play An Important Role In Your Portfolio 585 585 How The Private Markets Can Play An Important Role In Your Portfolio full 249984ad-052e-4e59-93d4-9c09d65463fe https://share.transistor.fm/s/9b08be07 In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs. 

]]> In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs. 

]]> Mon, 01 Apr 2024 09:14:45 -0700 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs. 

]]> investing, wealth, business, retirement, real estate, market analysis No Income Sources The IRS Does Not Tax 584 584 Income Sources The IRS Does Not Tax full 31b2428e-47a4-4a78-a7be-0af86d88701f https://share.transistor.fm/s/d043ca06 In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax. 

]]> In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax. 

]]> Sat, 16 Mar 2024 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3165 In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Good Strategies That Many People Implement Incorrectly 583 583 5 Good Strategies That Many People Implement Incorrectly full 0b903f56-2acc-4b69-ade2-a6c87f6e711c https://share.transistor.fm/s/74b4e69f In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan. 

]]> In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan. 

]]> Sat, 09 Mar 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3164 In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Dividend Investments - Are They All They're Cracked Up To Be? 582 582 Dividend Investments - Are They All They're Cracked Up To Be? full 137c669d-a3cb-4caa-add3-5f120752230f https://share.transistor.fm/s/8dbd2fdb In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of. 

]]> In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of. 

]]> Sat, 02 Mar 2024 19:00:00 -0800 Madrona Financial Services Madrona Financial Services 3166 In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of. 

]]> investing, wealth, business, retirement, real estate, market analysis No Prioritizing Your Wealth 581 581 Prioritizing Your Wealth full 726e2293-3224-4cd0-84ed-5fb347834fb5 https://share.transistor.fm/s/297906ef I this episode Brian discusses prioritizing your wealth. 

]]> I this episode Brian discusses prioritizing your wealth. 

]]> Fri, 01 Mar 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 I this episode Brian discusses prioritizing your wealth. 

]]> investing, wealth, business, retirement, real estate, market analysis No Maintaining Principal Balance In Retirement 580 580 Maintaining Principal Balance In Retirement full 414b3f87-8097-477d-a0bd-a8adef9bb81c https://share.transistor.fm/s/e478f9e0 In this episode Brian discusses Maintaining Principal Balance In Retirement.

]]> In this episode Brian discusses Maintaining Principal Balance In Retirement.

]]> Wed, 28 Feb 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses Maintaining Principal Balance In Retirement.

]]> investing, wealth, business, retirement, real estate, market analysis No Long Term Care Insurance 579 579 Long Term Care Insurance full df84e699-fe47-4276-bb09-1b53e610639f https://share.transistor.fm/s/410ddaa4 In this episode Brian discusses long term care insurance policies. 

]]> In this episode Brian discusses long term care insurance policies. 

]]> Tue, 27 Feb 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses long term care insurance policies. 

]]> investing, wealth, business, retirement, real estate, market analysis No The 1035 Exchange - Exchanging One Insurance Product For Another 578 578 The 1035 Exchange - Exchanging One Insurance Product For Another full 5587e33b-e9bb-4c02-a7f1-ba142446faa8 https://share.transistor.fm/s/ea527230 In this episode Brian discusses the 1035 Exchange. 

]]> In this episode Brian discusses the 1035 Exchange. 

]]> Mon, 26 Feb 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses the 1035 Exchange. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Financial To- Do's Before You Retire 577 577 5 Financial To- Do's Before You Retire full b3df8c83-1173-4ab7-b2cf-eb3a88b1d964 https://share.transistor.fm/s/28b159f5 In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio. 

]]> In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio. 

]]> Sat, 24 Feb 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3106 In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Cash Flow or Income - Which Is More Important? 576 576 Cash Flow or Income - Which Is More Important? full ff8faf4d-6713-42a7-be72-57d79a5b9bae https://share.transistor.fm/s/373a606c In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg. 

]]> In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg. 

]]> Sat, 17 Feb 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3177 In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg. 

]]> investing, wealth, business, retirement, real estate, market analysis No How Much Do You Need To Have Saved To Retire? 575 575 How Much Do You Need To Have Saved To Retire? full 18b67e2b-7e29-4bfc-9fa5-8d88a14f24b0 https://share.transistor.fm/s/8f101d22 In this episode Brian discusses  How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,

and strategies to pass your assets to those you love while you are alive. 

]]> In this episode Brian discusses  How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,

and strategies to pass your assets to those you love while you are alive. 

]]> Sat, 10 Feb 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian discusses  How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,

and strategies to pass your assets to those you love while you are alive. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Structure Income In Retirement 574 574 How To Structure Income In Retirement full 28957f46-8308-40b6-b48b-41c0b5543f1b https://share.transistor.fm/s/bfbe33e3 In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA. 

]]> In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA. 

]]> Sat, 03 Feb 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA. 

]]> investing, wealth, business, retirement, real estate, market analysis No Catch 22 Mistakes You May Make In Retirement 573 573 Catch 22 Mistakes You May Make In Retirement full 898886be-1599-4bc2-b062-38b723fbc0d5 https://share.transistor.fm/s/c5119c97 In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make. 

]]> In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make. 

]]> Sat, 27 Jan 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make. 

]]> investing, wealth, business, retirement, real estate, market analysis No Are You Ready For The Trump Tax Cuts To Expire? 572 572 Are You Ready For The Trump Tax Cuts To Expire? full 8dfb95f8-7de9-482c-aacf-b1cf37b59d02 https://share.transistor.fm/s/f7600ac0 In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations. 

]]> In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations. 

]]> Sat, 20 Jan 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3073 In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations. 

]]> investing, wealth, business, retirement, real estate, market analysis No Seven Mistakes Landlords Make When It Comes To Their Portfolio 571 571 Seven Mistakes Landlords Make When It Comes To Their Portfolio full e5f08e0e-1b2a-439e-b55a-4d7c6c9ca419 https://share.transistor.fm/s/83ee40bf In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio. 

]]> In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio. 

]]> Sat, 13 Jan 2024 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3114 In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Mentoring With Wisdom 570 570 Mentoring With Wisdom full dc9f6c3a-4d8c-4d47-95af-354672a43d6e https://share.transistor.fm/s/518e506b In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom. 

]]> In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom. 

]]> Fri, 12 Jan 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom. 

]]> investing, wealth, business, retirement, real estate, market analysis No A Place For All Assets 569 569 A Place For All Assets full f50b7c6f-2f32-49f5-95d6-ca98aea4ad5a https://share.transistor.fm/s/5a04abd2 In this 2-minute episode, Brian discusses that there's a place for all different asset classes. 

]]> In this 2-minute episode, Brian discusses that there's a place for all different asset classes. 

]]> Thu, 11 Jan 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses that there's a place for all different asset classes. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Efficient Investment Strategies 568 568 Tax Efficient Investment Strategies full fa933303-4cc5-47b3-a9f2-f2919d49b5b0 https://share.transistor.fm/s/d6ea6e49 In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future. 

]]> In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future. 

]]> Wed, 10 Jan 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future. 

]]> investing, wealth, business, retirement, real estate, market analysis No Older You Talking To Younger You 567 567 Older You Talking To Younger You full 6536b411-a47e-48c7-8078-3d66dfc7b4b4 https://share.transistor.fm/s/ec9b5c17 In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity. 

]]> In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity. 

]]> Tue, 09 Jan 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity. 

]]> investing, wealth, business, retirement, real estate, market analysis No Listen To Your Inner Voice 566 566 Listen To Your Inner Voice full aa42af18-775e-492f-b941-adb0c11cbcc3 https://share.transistor.fm/s/3927bb64 In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true. 

]]> In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true. 

]]> Mon, 08 Jan 2024 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true. 

]]> investing, wealth, business, retirement, real estate, market analysis No Luck and Losses - An Overview On Emotional Investing 565 565 Luck and Losses - An Overview On Emotional Investing full 7e3d8294-5a9f-4734-8dbc-5ff29c0c61b3 https://share.transistor.fm/s/5a323696 In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling. 

]]> In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling. 

]]> Sat, 06 Jan 2024 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3169 In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Perfect Portfolio 564 564 The Perfect Portfolio full 15ef5ef5-aa09-449b-862f-8d8c079ebfc5 https://share.transistor.fm/s/21d9a32e In this 2-minute episode Brian discusses the perfect portfolio. 

]]> In this 2-minute episode Brian discusses the perfect portfolio. 

]]> Fri, 29 Dec 2023 23:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the perfect portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Minimizing Income Tax 563 563 Minimizing Income Tax full fcd39e52-fc5b-4fef-bb2e-3da5d1de3ba4 https://share.transistor.fm/s/a355b4c8 In this 2-minute episode Brian discusses strategies to minimize your federal income tax. 

]]> In this 2-minute episode Brian discusses strategies to minimize your federal income tax. 

]]> Thu, 28 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses strategies to minimize your federal income tax. 

]]> investing, wealth, business, retirement, real estate, market analysis No DIY Investing 562 562 DIY Investing full d636eb1e-dfeb-488d-a6c0-34703ca4630a https://share.transistor.fm/s/f3cfab7a In this 2-minute episode Brian discusses why DIY investing may not yield the best results. 

]]> In this 2-minute episode Brian discusses why DIY investing may not yield the best results. 

]]> Wed, 27 Dec 2023 17:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses why DIY investing may not yield the best results. 

]]> investing, wealth, business, retirement, real estate, market analysis No CPA's Can't Give Investment Advice 561 561 CPA's Can't Give Investment Advice full 57d87649-ba6b-45a0-bd45-e841c60b1bb3 https://share.transistor.fm/s/ef65e5c2 In this 2-minute episode Brian discusses why CPAs can't give investment advice. 

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

]]> Tue, 26 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses why CPAs can't give investment advice. 

]]> investing, wealth, business, retirement, real estate, market analysis No You Can't Take It With You 560 560 You Can't Take It With You full 1ce96025-c7f0-4727-aa27-bb273bed70cf https://share.transistor.fm/s/810ac7b4 In this 2-minute episode Brian discusses estate planning. 

]]> In this 2-minute episode Brian discusses estate planning. 

]]> Mon, 25 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses estate planning. 

]]> investing, wealth, business, retirement, real estate, market analysis No Conversations To Have With Your Loved Ones 555 555 Conversations To Have With Your Loved Ones full 2219b6cc-5fdf-462a-8c8e-f1ef8b4714b5 https://share.transistor.fm/s/dbff21e9 In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know. 

]]> In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know. 

]]> Sat, 23 Dec 2023 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3177 In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know. 

]]> investing, wealth, business, retirement, real estate, market analysis No Portfolio Diversification 559 559 Portfolio Diversification full 96107a4d-7a58-49c5-b7e6-b68dfed42c8f https://share.transistor.fm/s/cc383f4c In this 2-minute episode Brian discusses diversification in your portfolio. 

]]> In this 2-minute episode Brian discusses diversification in your portfolio. 

]]> Fri, 22 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses diversification in your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Know What Your Invested In 558 558 Know What Your Invested In full 6d1abc3a-0f9e-4479-b91f-273336d0b6b9 https://share.transistor.fm/s/17214c52 In this 2-minute episode Brian discusses knowing the areas your invested in. 

]]> In this 2-minute episode Brian discusses knowing the areas your invested in. 

]]> Thu, 21 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses knowing the areas your invested in. 

]]> investing, wealth, business, retirement, real estate, market analysis No Income Distribution Strategies 557 557 Income Distribution Strategies full 739da916-7ecc-4b48-bea4-9ce0ac350308 https://share.transistor.fm/s/70e3f526 In this 2-minute episode Brian discusses strategies for income distribution. 

]]> In this 2-minute episode Brian discusses strategies for income distribution. 

]]> Wed, 20 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses strategies for income distribution. 

]]> investing, wealth, business, retirement, real estate, market analysis No Annuity Crediting Strategies Part 2 556 556 Annuity Crediting Strategies Part 2 full fa3a5bf2-53d6-4717-b906-8ec7da8a702a https://share.transistor.fm/s/0ec16ba3 In this 2-minute episode Brian continues his discussion on annuity crediting strategies. 

]]> In this 2-minute episode Brian continues his discussion on annuity crediting strategies. 

]]> Tue, 19 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian continues his discussion on annuity crediting strategies. 

]]> investing, wealth, business, retirement, real estate, market analysis No Annuity Crediting Strategies 554 554 Annuity Crediting Strategies full 38956387-d70c-4985-8b49-9f2ff8965a2b https://share.transistor.fm/s/0ffaead2 In this 2-minute episode Brian discusses annuity crediting strategies. 

]]> In this 2-minute episode Brian discusses annuity crediting strategies. 

]]> Mon, 18 Dec 2023 16:47:27 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses annuity crediting strategies. 

]]> investing, wealth, business, retirement, real estate, market analysis No Common Retirement Regrets 553 553 Common Retirement Regrets full 179fe04f-441a-458d-8644-42bd032c3e3b https://share.transistor.fm/s/1ba73002 I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also 

]]> I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also 

]]> Mon, 18 Dec 2023 16:45:26 -0800 Madrona Financial Services Madrona Financial Services 3174 I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also 

]]> investing, wealth, business, retirement, real estate, market analysis No Estate Planning 552 552 Estate Planning full 2d7887a1-18b9-49bf-8585-d90b7a89cad6 https://share.transistor.fm/s/603ad950 In this 2-minute episode, Brian discusses the details of estate planning. 

]]> In this 2-minute episode, Brian discusses the details of estate planning. 

]]> Fri, 08 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the details of estate planning. 

]]> investing, wealth, business, retirement, real estate, market analysis No Diversification Of Your Portfolio 551 551 Diversification Of Your Portfolio full 31dd33fb-0fc5-4bc1-abd4-f6bedefb15a0 https://share.transistor.fm/s/d69e3c46 In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio. 

]]> In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio. 

]]> Thu, 07 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax According To Source Of Income 550 550 Tax According To Source Of Income full 1d4c85da-8d36-4bb6-8186-d9cefc6175fc https://share.transistor.fm/s/8bfc9a2e In this 2-minute episode, Brian discusses how different sources of income are taxed. 

]]> In this 2-minute episode, Brian discusses how different sources of income are taxed. 

]]> Wed, 06 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses how different sources of income are taxed. 

]]> investing, wealth, business, retirement, real estate, market analysis No Cash Flow In Retirement 549 549 Cash Flow In Retirement full c0889bca-a6b8-45ed-9453-28a26e06e598 https://share.transistor.fm/s/b0ced886 In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement. 

]]> In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement. 

]]> Mon, 04 Dec 2023 08:23:52 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No The 1040 Treasure Hunt 548 548 The 1040 Treasure Hunt full a2740a46-1a55-4fe5-bb30-879ef2c98e02 https://share.transistor.fm/s/39138d23 In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.

]]> In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.

]]> Mon, 04 Dec 2023 08:22:08 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.

]]> investing, wealth, business, retirement, real estate, market analysis No Life Insurance On Both Spouses 547 547 Life Insurance On Both Spouses full a9710598-1338-4609-b322-0ac45a7d134b https://share.transistor.fm/s/888b9870 In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses. 

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

]]> Fri, 01 Dec 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses. 

]]> investing, wealth, business, retirement, real estate, market analysis No When To Pay Taxes 546 546 When To Pay Taxes full 1da94086-45fd-4bc9-b447-0b659dfdbc83 https://share.transistor.fm/s/58e00816 In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit. 

]]> In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit. 

]]> Thu, 30 Nov 2023 19:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit. 

]]> investing, wealth, business, retirement, real estate, market analysis No Things Not Seen On A Tax Return 545 545 Things Not Seen On A Tax Return full fc676ca6-6e7c-4837-acf6-9b9de9b89c81 https://share.transistor.fm/s/2d2be4cf In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches. 

]]> In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches. 

]]> Wed, 29 Nov 2023 19:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches. 

]]> investing, wealth, business, retirement, real estate, market analysis No Lazy Money 544 544 Lazy Money full 537091ef-ba0a-4239-b78e-c899fa5f26f5 https://share.transistor.fm/s/8036c525 In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you. 

]]> In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you. 

]]> Tue, 28 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you. 

]]> investing, wealth, business, retirement, real estate, market analysis No Is It A Good Time To Pay More In Tax? 543 543 Is It A Good Time To Pay More In Tax? full ab451921-3940-4195-ac2a-607632e69d48 https://share.transistor.fm/s/aaf8ad99 In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.

]]> In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.

]]> Mon, 27 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.

]]> investing, wealth, business, retirement, real estate, market analysis No How Much Risk Is In Your Investments 542 542 How Much Risk Is In Your Investments full eb311cb8-8f26-4353-9594-ecc6d63d2d27 https://share.transistor.fm/s/c95994b2 In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans. 

]]> In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans. 

]]> Sat, 25 Nov 2023 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3172 In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 541 541 Tax Free Investing In Retirement full 19117ee5-850a-4083-9ee4-c4be372e4b7d https://share.transistor.fm/s/55829bd9 In this 2-minute episode Brian discusses tax-free investing in retirement. 

]]> In this 2-minute episode Brian discusses tax-free investing in retirement. 

]]> Fri, 24 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses tax-free investing in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Sources of Investment Advice 540 540 Sources of Investment Advice full 5f4b5f85-a7ef-4b74-a83e-d88a6cec9ec1 https://share.transistor.fm/s/c32ea977 In this 2-minute episode Brian discusses sources of investment advice. 

]]> In this 2-minute episode Brian discusses sources of investment advice. 

]]> Thu, 23 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses sources of investment advice. 

]]> investing, wealth, business, retirement, real estate, market analysis No Non Taxable Income 539 539 Non Taxable Income full 1f5d915d-173f-4ba0-9251-448aaa4b0f84 https://share.transistor.fm/s/78f4007d In this 2-minute episode Brian discusses income that is not subject to income tax. 

]]> In this 2-minute episode Brian discusses income that is not subject to income tax. 

]]> Wed, 22 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses income that is not subject to income tax. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Challenges of Retiring Early 538 538 The Challenges of Retiring Early full 8f92cf86-ea19-45cf-962c-c91389ee3ada https://share.transistor.fm/s/490db3ca In this 2-minute episode Brian discusses things you need to consider of you plan to retire early. 

]]> In this 2-minute episode Brian discusses things you need to consider of you plan to retire early. 

]]> Tue, 21 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses things you need to consider of you plan to retire early. 

]]> investing, wealth, business, retirement, real estate, market analysis No 30 Important Decisions 537 537 30 Important Decisions full 80f98876-a664-4dac-b1b5-53a1f187480f https://share.transistor.fm/s/95ed7b14 In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life. 

]]> In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life. 

]]> Mon, 20 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Truth Behind The Headlines and Increasing The Value Of Your Business. 536 536 The Truth Behind The Headlines and Increasing The Value Of Your Business. full 31634539-0718-4a2b-8a97-0bde7e9f5544 https://share.transistor.fm/s/db54fbc4 In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it. 

]]> In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it. 

]]> Sat, 18 Nov 2023 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it. 

]]> investing, wealth, business, retirement, real estate, market analysis No Staying Invested In A Down Market 535 535 Staying Invested In A Down Market full efc45f35-6b37-4e01-bfd4-aba8aa49522a https://share.transistor.fm/s/e62e36d8 In this 2-minute episode, Brian discusses the importance of staying invested in a down market. 

]]> In this 2-minute episode, Brian discusses the importance of staying invested in a down market. 

]]> Fri, 17 Nov 2023 23:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode, Brian discusses the importance of staying invested in a down market. 

]]> investing, wealth, business, retirement, real estate, market analysis No Where To Pull Income From In Retirement 534 534 Where To Pull Income From In Retirement full 75225db2-66b3-4a74-af09-507ba3712234 https://share.transistor.fm/s/edce4dfd In this 2-minute episode, Brian discusses where you should take income from in retirement. 

]]> In this 2-minute episode, Brian discusses where you should take income from in retirement. 

]]> Thu, 16 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses where you should take income from in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Passive Investing 533 533 Passive Investing full e2564708-0d0d-479e-be21-e69bc85f75d9 https://share.transistor.fm/s/fc00b71a In this 2-minute episode, Brian discusses passive investments. 

]]> In this 2-minute episode, Brian discusses passive investments. 

]]> Wed, 15 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses passive investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No Gifting to Children 532 532 Gifting to Children full d5c02eb2-eb68-4a2a-96e4-17e70e8134b0 https://share.transistor.fm/s/9dabf2b8 In this 2-minute episode, Brian discusses what you need to know about gifting to children. 

]]> In this 2-minute episode, Brian discusses what you need to know about gifting to children. 

]]> Tue, 14 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what you need to know about gifting to children. 

]]> investing, wealth, business, retirement, real estate, market analysis No Dollar Cost Averaging 531 531 Dollar Cost Averaging full ebc5a620-c689-4569-8303-4273d8272641 https://share.transistor.fm/s/b8d718cc In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk. 

]]> In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk. 

]]> Mon, 13 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Good, The Bad, And The Ugly of Life Insurance 530 530 The Good, The Bad, And The Ugly of Life Insurance full 1ccf205e-364e-4fa7-ab87-3658651c09be https://share.transistor.fm/s/c8a84a8e In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks. 

]]> In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks. 

]]> Mon, 13 Nov 2023 08:47:38 -0800 Madrona Financial Services Madrona Financial Services 3111 In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks. 

]]> investing, wealth, business, retirement, real estate, market analysis No Things Not Seen On A Tax Return 529 529 Things Not Seen On A Tax Return full 51ba8f5c-1175-49ef-9abc-aa017676d75f https://share.transistor.fm/s/5f5230ca In this 2-minute episode, Brian discusses things not seen on a tax return. 

]]> In this 2-minute episode, Brian discusses things not seen on a tax return. 

]]> Fri, 10 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses things not seen on a tax return. 

]]> investing, wealth, business, retirement, real estate, market analysis No Do You Really Need A Financial Planner? 528 528 Do You Really Need A Financial Planner? full e7659778-94aa-40d4-9b6a-753de1a8d414 https://share.transistor.fm/s/387f0c8e In this 2-minute episode, Brian discusses whether you really need a financial planner. 

]]> In this 2-minute episode, Brian discusses whether you really need a financial planner. 

]]> Thu, 09 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode, Brian discusses whether you really need a financial planner. 

]]> investing, wealth, business, retirement, real estate, market analysis No Lifestyle Planning 527 527 Lifestyle Planning full 3f9a2054-9c58-466d-b80a-f38b2d0837ab https://share.transistor.fm/s/afc8cc3b In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement. 

]]> In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement. 

]]> Wed, 08 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Where Your 401K Is Held 526 526 Where Your 401K Is Held full d45a01f7-09fe-4bc6-871f-ed5db53f9576 https://share.transistor.fm/s/6c1c9557 In this 2-minute episode, Brian discusses where your 401K is held. 

]]> In this 2-minute episode, Brian discusses where your 401K is held. 

]]> Tue, 07 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses where your 401K is held. 

]]> investing, wealth, business, retirement, real estate, market analysis No Estate Planning 525 525 Estate Planning full 5ac16d95-212c-4ca2-8f3b-bea613a1f3ee https://share.transistor.fm/s/4f9d7cc9 In this 2-minute episode, Brian discusses estate planning. 

]]> In this 2-minute episode, Brian discusses estate planning. 

]]> Mon, 06 Nov 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses estate planning. 

]]> investing, wealth, business, retirement, real estate, market analysis No How Would A CPA Suggest You Take Income In Retirement 524 524 How Would A CPA Suggest You Take Income In Retirement full 0c84c188-1935-4b00-b9c5-3e8a5440a539 https://share.transistor.fm/s/23e23f0c I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in your income plan. 

]]> I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in your income plan. 

]]> Sun, 05 Nov 2023 18:48:34 -0800 Madrona Financial Services Madrona Financial Services 3079 I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in your income plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 523 523 Tax Free Investing In Retirement full e3c4aada-88f6-4585-8096-b3a18a33cd33 https://share.transistor.fm/s/48a1853e In this episode Brian discusses tax-free retirement investments. 

]]> In this episode Brian discusses tax-free retirement investments. 

]]> Fri, 03 Nov 2023 14:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses tax-free retirement investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Perfect Portfolio 522 522 The Perfect Portfolio full 655fd70d-831c-4ec7-b89a-3d1149e4d775 https://share.transistor.fm/s/6db94379 In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future. 

]]> In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future. 

]]> Thu, 02 Nov 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future. 

]]> investing, wealth, business, retirement, real estate, market analysis No Outside The Box Investments 521 521 Outside The Box Investments full d7b550b9-66ac-44a3-92bc-2c5f8d95f3f8 https://share.transistor.fm/s/5f908172 In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio. 

]]> In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio. 

]]> Wed, 01 Nov 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Fixed Index Annuities 520 520 Fixed Index Annuities full f5bb5cb7-4c8d-49ec-ba42-6d4a1fa9b645 https://share.transistor.fm/s/01169f2e In this episode Brian discusses fixed index annuities and how they are used. 

]]> In this episode Brian discusses fixed index annuities and how they are used. 

]]> Tue, 31 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses fixed index annuities and how they are used. 

]]> investing, wealth, business, retirement, real estate, market analysis No You Can't It With You 519 519 You Can't It With You full 1a0b8cf4-f994-402c-b12b-b651bd332382 https://share.transistor.fm/s/cef80b98 In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement. 

]]> In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement. 

]]> Mon, 30 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No End Of Year Tax Planning Checklist 518 518 End Of Year Tax Planning Checklist full fceeb1be-686f-492f-a4f9-78cb7d6cac87 https://share.transistor.fm/s/1c56f365 In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist. 

]]> In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist. 

]]> Sun, 29 Oct 2023 14:47:39 -0700 Madrona Financial Services Madrona Financial Services 3109 In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist. 

]]> investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions 517 517 Required Minimum Distributions full 37cd6cf3-9f2e-484d-a172-40b459469c4c https://share.transistor.fm/s/8dc87315 In this 2-minute episode Brian discusses required minimum distributions, or RMDs. 

]]> In this 2-minute episode Brian discusses required minimum distributions, or RMDs. 

]]> Fri, 27 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses required minimum distributions, or RMDs. 

]]> investing, wealth, business, retirement, real estate, market analysis No Private Non-Traded Equity REITS 516 516 Private Non-Traded Equity REITS full 586d440c-83d8-424c-83f2-8b04e95b165b https://share.transistor.fm/s/1785f4b7 In this episode Brian discusses private non-traded equity REITS. 

]]> In this episode Brian discusses private non-traded equity REITS. 

]]> Thu, 26 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses private non-traded equity REITS. 

]]> investing, wealth, business, retirement, real estate, market analysis No Risk Tolerance 515 515 Risk Tolerance full 6762371d-0f39-479b-b1d0-b3f97cb14bac https://share.transistor.fm/s/c89eb5b5 In this 2-minute episode Brian discusses risk tolerance. 

]]> In this 2-minute episode Brian discusses risk tolerance. 

]]> Wed, 25 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses risk tolerance. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Strategy Of Safe Investments 514 514 The Strategy Of Safe Investments full d24103dd-1f4e-4640-8449-1ba08e28e1bd https://share.transistor.fm/s/15d875eb In this 2-minute episode Brian discusses the strategy behind safe investments. 

]]> In this 2-minute episode Brian discusses the strategy behind safe investments. 

]]> Tue, 24 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the strategy behind safe investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No When To Pay Taxes 513 513 When To Pay Taxes full bcbf5fb4-ed63-4e64-a565-f310ff5fc34a https://share.transistor.fm/s/ef56d61b In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.

]]> In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.

]]> Mon, 23 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.

]]> investing, wealth, business, retirement, real estate, market analysis No THE END OF YEAR TAX PLANNNING CHECKLIST 512 512 THE END OF YEAR TAX PLANNNING CHECKLIST full ddf7a67f-f76c-463c-846e-76c5f6c42ba6 https://share.transistor.fm/s/67787a94 In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist. 

]]> In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist. 

]]> Sun, 22 Oct 2023 19:21:08 -0700 Madrona Financial Services Madrona Financial Services 3079 In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist. 

]]> investing, wealth, business, retirement, real estate, market analysis No Revocable Living Trust 511 511 Revocable Living Trust full 0f892434-8d3c-4ebc-b697-e442b10fa5b4 https://share.transistor.fm/s/a2057180 In this 2-minute episode Brian discusses what a revocable living trust is and how it's used. 

]]> In this 2-minute episode Brian discusses what a revocable living trust is and how it's used. 

]]> Fri, 20 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what a revocable living trust is and how it's used. 

]]> investing, wealth, business, retirement, real estate, market analysis No Should You Pay Off Your Mortgage 510 510 Should You Pay Off Your Mortgage full 3a938c52-468f-4a92-bf49-b5770e9fc271 https://share.transistor.fm/s/47125bd1 In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage. 

]]> In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage. 

]]> Thu, 19 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage. 

]]> investing, wealth, business, retirement, real estate, market analysis No Charitable Gifting Plan 509 509 Charitable Gifting Plan full a5120ab2-a088-4500-8975-7a9671f815e4 https://share.transistor.fm/s/80c6db1a In this 2-minute episode Brian discusses having a plan for charitable gifting. 

]]> In this 2-minute episode Brian discusses having a plan for charitable gifting. 

]]> Wed, 18 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses having a plan for charitable gifting. 

]]> investing, wealth, business, retirement, real estate, market analysis No Your Financial Plan And Legacy 508 508 Your Financial Plan And Legacy full 366d7105-d107-4bb5-ad62-1bae2e2c3aa6 https://share.transistor.fm/s/3da907fa In this 2-minute episode Brian discusses including your legacy into your financial plan. 

]]> In this 2-minute episode Brian discusses including your legacy into your financial plan. 

]]> Tue, 17 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses including your legacy into your financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Is Your CPA Giving You Investment Advice? 507 507 Is Your CPA Giving You Investment Advice? full 807cfd9e-63e7-4592-92fc-87bf01ea0084 https://share.transistor.fm/s/95087fd6 In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

]]> In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

]]> Mon, 16 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Strategies If We Enter Into A Recession 506 506 5 Strategies If We Enter Into A Recession full ee2b9d79-4d02-4953-bb24-84c491f8837c https://share.transistor.fm/s/4527e711  In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio. 

]]>  In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio. 

]]> Sun, 15 Oct 2023 15:37:03 -0700 Madrona Financial Services Madrona Financial Services 3113  In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions 505 505 Required Minimum Distributions full 6dd73ec9-3ce7-48f8-9d57-7c4d66c44c59 https://share.transistor.fm/s/cf4361a3 In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions. 

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

]]> Fri, 13 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions. 

]]> investing, wealth, business, retirement, real estate, market analysis No Pension Decisions 504 504 Pension Decisions full d2eb1a48-0779-406b-be53-293b22564625 https://share.transistor.fm/s/af631c0a In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity. 

]]> In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity. 

]]> Thu, 12 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Meaning of Fiduciary 503 503 The Meaning of Fiduciary full 7d56ea9b-cc43-4f3b-a25e-a19cba70f0e7 https://share.transistor.fm/s/f1bac205 In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard. 

]]> In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard. 

]]> Wed, 11 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Financial Toolbox 502 502 The Financial Toolbox full c1d237d9-026b-45f6-89da-bdc55bccb2c4 https://share.transistor.fm/s/cb3260a5 In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have. 

]]> In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have. 

]]> Tue, 10 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have. 

]]> investing, wealth, business, retirement, real estate, market analysis No Business Structures 501 501 Business Structures full 690410bc-dd65-4e96-b5cf-80f1c6d410b2 https://share.transistor.fm/s/fd819a86 In this 2-minute episode Brian discusses the different business structures you could use with your business. 

]]> In this 2-minute episode Brian discusses the different business structures you could use with your business. 

]]> Mon, 09 Oct 2023 18:32:36 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the different business structures you could use with your business. 

]]> investing, wealth, business, retirement, real estate, market analysis No Why Many Struggle Transitioning Into Retirement 500 500 Why Many Struggle Transitioning Into Retirement full 3ce43f2d-752f-4212-a282-a3773a48efdf https://share.transistor.fm/s/47913cf2 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. 


]]> 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. 


]]> Mon, 09 Oct 2023 18:30:51 -0700 Madrona Financial Services Madrona Financial Services 3145 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. 


]]> investing, wealth, business, retirement, real estate, market analysis No 6 Components Of Any Investment 499 499 6 Components Of Any Investment full 2d41e4b7-e078-4de4-ac86-31195510b6b5 https://share.transistor.fm/s/47dec391 In this 2-minute episode Brian discusses the 6 components of any investment. 

]]> In this 2-minute episode Brian discusses the 6 components of any investment. 

]]> Fri, 06 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses the 6 components of any investment. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 498 498 Tax Free Investing In Retirement full 16bb5802-ff84-44e4-b68b-a75be0394bc8 https://share.transistor.fm/s/defcb594 In this 2-minute episode Brian discusses tax free investing in retirement. 

]]> In this 2-minute episode Brian discusses tax free investing in retirement. 

]]> Thu, 05 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses tax free investing in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Revocable Living Trust 497 497 Revocable Living Trust full 492e1dd3-bcf4-4f06-b7ed-8cb4eca1173e https://share.transistor.fm/s/d4b6758c In this 2-minute episode Brian discusses a revocable living trust and how it is used. 

]]> In this 2-minute episode Brian discusses a revocable living trust and how it is used. 

]]> Wed, 04 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses a revocable living trust and how it is used. 

]]> investing, wealth, business, retirement, real estate, market analysis No Your Pension - Lump Sum Or Monthly Check 496 496 Your Pension - Lump Sum Or Monthly Check full 272715dd-a373-4b69-86bf-d40474fdbe75 https://share.transistor.fm/s/0a2b1a62 In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity. 

]]> In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity. 

]]> Tue, 03 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Definition Of Retirement 495 495 The Definition Of Retirement full 7b3c52f9-195c-4914-9296-91103db0a22d https://share.transistor.fm/s/05447859 In this 2-minute episode, Brian discusses how retirement is defined by different people. 

]]> In this 2-minute episode, Brian discusses how retirement is defined by different people. 

]]> Mon, 02 Oct 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses how retirement is defined by different people. 

]]> investing, wealth, business, retirement, real estate, market analysis No The 10 Essentials Of Retirement Plannning 494 494 The 10 Essentials Of Retirement Plannning full 5e780fc0-6198-4a2c-b0d0-7036546443dc https://share.transistor.fm/s/14272351 In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively. 

]]> In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively. 

]]> Sun, 01 Oct 2023 18:35:27 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax According To Source Of Income 493 493 Tax According To Source Of Income full 73d0b025-750e-405f-936e-b119ef3a7eca https://share.transistor.fm/s/9964d4e6 In this 2-minute episode Brian discusses how much tax you'll pay related to the source of income. 

]]> In this 2-minute episode Brian discusses how much tax you'll pay related to the source of income. 

]]> Thu, 28 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how much tax you'll pay related to the source of income. 

]]> investing, wealth, business, retirement, real estate, market analysis No Planning For The Longer Living Spouse 492 492 Planning For The Longer Living Spouse full e40918c2-b7b2-4635-a0fb-d67c3077ce84 https://share.transistor.fm/s/e50fb6bf In this 2-minute episode Brian discusses making plans for the surviving spouse. 

]]> In this 2-minute episode Brian discusses making plans for the surviving spouse. 

]]> Wed, 27 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses making plans for the surviving spouse. 

]]> investing, wealth, business, retirement, real estate, market analysis No Cash Flow In Retirement 491 491 Cash Flow In Retirement full dc718b40-0b6d-47d6-a0e6-039e9b7b9fc8 https://share.transistor.fm/s/2000a6e5 In this 2-minute episode Brian discusses creating cash flow in retirement. 

]]> In this 2-minute episode Brian discusses creating cash flow in retirement. 

]]> Tue, 26 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses creating cash flow in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Diversification In Your Portfolio 490 490 Diversification In Your Portfolio full be92a695-76a3-4897-abde-d628034bad4b https://share.transistor.fm/s/271cc698 In this 2-minute episode Brian discusses diversification in your financial portfolio. 

]]> In this 2-minute episode Brian discusses diversification in your financial portfolio. 

]]> Mon, 25 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses diversification in your financial portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Seven Deadly Sins For Retirees 489 489 Seven Deadly Sins For Retirees full 12050ef9-2250-4d40-b218-d621a8bac6ef https://share.transistor.fm/s/e97627d3 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.  

]]> 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.  

]]> Sat, 23 Sep 2023 18:53:35 -0700 Madrona Financial Services Madrona Financial Services 3083 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.  

]]> investing, wealth, business, retirement, real estate, market analysis No Real Estate Exit Strategy 488 488 Real Estate Exit Strategy full ee40ffb7-79d9-4191-901e-3abf62d5a540 https://share.transistor.fm/s/5641f1a6 In this 2-minute episode Brian discusses an exit strategy for active real estate investors. 

]]> In this 2-minute episode Brian discusses an exit strategy for active real estate investors. 

]]> Fri, 22 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses an exit strategy for active real estate investors. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns About Cash and Cash Equivalents 487 487 Client Concerns About Cash and Cash Equivalents full 84ffc666-271d-4d34-ba4f-b519a5140a67 https://share.transistor.fm/s/6e165554 In this 2-minute episode Brian discusses client concerns about cash and cash equivalents. 

]]> In this 2-minute episode Brian discusses client concerns about cash and cash equivalents. 

]]> Thu, 21 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client concerns about cash and cash equivalents. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns About 401K Plans 486 486 Client Concerns About 401K Plans full dd788a2f-af54-4505-ac30-ceb6793d9d3f https://share.transistor.fm/s/fc054606 In this 2-minute episode Brian discusses client concerns about 401K Plans.

]]> In this 2-minute episode Brian discusses client concerns about 401K Plans.

]]> Wed, 20 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client concerns about 401K Plans.

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns About Diversification 485 485 Client Concerns About Diversification full dcebd47b-0629-437a-8783-0165002aa31d https://share.transistor.fm/s/3e1db4d4 In this 2-minute episode Brian discusses client concerns about diversification. 

]]> In this 2-minute episode Brian discusses client concerns about diversification. 

]]> Tue, 19 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client concerns about diversification. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns About Inflation 484 484 Client Concerns About Inflation full 296acf42-77c3-4373-9602-2e3bc9a851a2 https://share.transistor.fm/s/d20a0f83 In this 2-minute episode Brian discusses client concerns about inflation. 

]]> In this 2-minute episode Brian discusses client concerns about inflation. 

]]> Mon, 18 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client concerns about inflation. 

]]> investing, wealth, business, retirement, real estate, market analysis No The State Of The Economy 483 483 The State Of The Economy full 4cd98aca-234f-4f65-9e4b-5a84a381ca8c https://share.transistor.fm/s/9c27f5dc In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds. 

]]> In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds. 

]]> Sun, 17 Sep 2023 17:37:51 -0700 Madrona Financial Services Madrona Financial Services 2903 In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds. 

]]> investing, wealth, business, retirement, real estate, market analysis No Christians, Mechanics, and 401ks 482 482 Christians, Mechanics, and 401ks full 42e783e4-496e-4481-8ee3-98e119c36b55 https://share.transistor.fm/s/b92b5b86 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. 

]]> 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. 

]]> Thu, 14 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Financial Planning Protection 481 481 Financial Planning Protection full 8247bfe9-4787-4d80-b8f3-9771d995a2af https://share.transistor.fm/s/57eb7ff0 In this 2-minute episode Brian discusses financial planning protection. 

]]> In this 2-minute episode Brian discusses financial planning protection. 

]]> Wed, 13 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses financial planning protection. 

]]> investing, wealth, business, retirement, real estate, market analysis No Advanced Gifting Strategies 480 480 Advanced Gifting Strategies full 52a09b50-d526-4ed1-a7df-122d791a6f92 https://share.transistor.fm/s/dead5f1d In this 2-minute episode Brian discusses advanced strategies for gifting. 

]]> In this 2-minute episode Brian discusses advanced strategies for gifting. 

]]> Tue, 12 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses advanced strategies for gifting. 

]]> investing, wealth, business, retirement, real estate, market analysis No Adjusting Your Retirement Portfolio 479 479 Adjusting Your Retirement Portfolio full f6df8201-6580-4049-8f28-ae9c46452a3d https://share.transistor.fm/s/a2df8f8a In this 2-minute episode Brian discusses making adjustments to your retirement portfolio. 

]]> In this 2-minute episode Brian discusses making adjustments to your retirement portfolio. 

]]> Mon, 11 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses making adjustments to your retirement portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No 12 Common Retirement Mistakes Even Well-Informed Individuals Make 478 478 12 Common Retirement Mistakes Even Well-Informed Individuals Make full 2f00a5e9-1c11-477a-9dd4-e5512fa89837 https://share.transistor.fm/s/01a2c7b2 In this episode Brian discusses retirement mistakes that well-informed people make. 

]]> In this episode Brian discusses retirement mistakes that well-informed people make. 

]]> Sat, 09 Sep 2023 18:45:06 -0700 Madrona Financial Services Madrona Financial Services 3174 In this episode Brian discusses retirement mistakes that well-informed people make. 

]]> investing, wealth, business, retirement, real estate, market analysis No CPA Advice 477 477 CPA Advice full 10e7d3f6-2bc9-45e9-b5da-8b653c57c571 https://share.transistor.fm/s/76188ca1 In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

]]> In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

]]> Fri, 08 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

]]> investing, wealth, business, retirement, real estate, market analysis No Structured Notes 476 476 Structured Notes full 636f11ae-9885-46c1-b21c-5f333939ef7a https://share.transistor.fm/s/b7519d57 In this 2-minute episode Brian discusses what structured notes are and how to use them. 

]]> In this 2-minute episode Brian discusses what structured notes are and how to use them. 

]]> Thu, 07 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what structured notes are and how to use them. 

]]> investing, wealth, business, retirement, real estate, market analysis No Starting A Business 475 475 Starting A Business full 0d8f73d6-ef03-439e-8976-f4ebb6ea7a8f https://share.transistor.fm/s/8d39f408 In this 2-minute episode Brian discusses starting a business.

]]> In this 2-minute episode Brian discusses starting a business.

]]> Wed, 06 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses starting a business.

]]> investing, wealth, business, retirement, real estate, market analysis No Advanced Gifting Strategies 474 474 Advanced Gifting Strategies full bbe4e3a9-2a05-447a-8a4f-e9c15de1fd18 https://share.transistor.fm/s/1bf3abed In this 2-minute episode Brian discusses advanced gifting strategies. 

]]> In this 2-minute episode Brian discusses advanced gifting strategies. 

]]> Wed, 06 Sep 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses advanced gifting strategies. 

]]> investing, wealth, business, retirement, real estate, market analysis No Making Gifts To Children 473 473 Making Gifts To Children full 87ddf95a-3795-4eb1-8c52-0c513b46e814 https://share.transistor.fm/s/83830b40 In this 2-minute episode, Brian discusses making gifts to children. 

]]> In this 2-minute episode, Brian discusses making gifts to children. 

]]> Tue, 05 Sep 2023 12:15:51 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses making gifts to children. 

]]> investing, wealth, business, retirement, real estate, market analysis No Today's New Market 472 472 Today's New Market full f2ff7b3e-87a7-4633-8925-f4c340be7baa https://share.transistor.fm/s/5cbc8875 In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 involuntary conversion is. 


]]> In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 involuntary conversion is. 


]]> Sat, 02 Sep 2023 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3025 In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 involuntary conversion is. 


]]> investing, wealth, business, retirement, real estate, market analysis No Four Things To Do Before Retirement So Your House Is In Order 471 471 Four Things To Do Before Retirement So Your House Is In Order full fa599e60-f9a1-4882-9310-2a58345a03cc https://share.transistor.fm/s/60399ef0 In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.


]]> In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.


]]> Sat, 26 Aug 2023 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.


]]> investing, wealth, business, retirement, real estate, market analysis No In Depth Look At Social Security 465 465 In Depth Look At Social Security full 2eec5c02-5e9d-4bc3-ac0d-fecb47999084 https://share.transistor.fm/s/b2925b22 In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security. 

]]> In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security. 

]]> Sat, 19 Aug 2023 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security. 

]]> investing, wealth, business, retirement, real estate, market analysis No Small Business Retirement Plans 470 470 Small Business Retirement Plans full f06e4784-aec9-4ded-944f-0bfc5118e8bb https://share.transistor.fm/s/5b667300 In this 2-minute episode Brian discusses creating a retirement plan for small businesses.

]]> In this 2-minute episode Brian discusses creating a retirement plan for small businesses.

]]> Fri, 18 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses creating a retirement plan for small businesses.

]]> investing, wealth, business, retirement, real estate, market analysis No Annuity Liquidity Charges and Fees 469 469 Annuity Liquidity Charges and Fees full 2181eacf-c95d-49b4-8542-2129898fdbc0 https://share.transistor.fm/s/1bfac49a In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities. 

]]> In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities. 

]]> Thu, 17 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities. 

]]> investing, wealth, business, retirement, real estate, market analysis No Selling Your Business Internally 468 468 Selling Your Business Internally full 08f5bec3-7158-4d86-8a50-b929474a52a2 https://share.transistor.fm/s/0309ee48 In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates. 

]]> In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates. 

]]> Wed, 16 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates. 

]]> investing, wealth, business, retirement, real estate, market analysis No Types of Annuities 467 467 Types of Annuities full 383382b4-2639-4a3b-afb5-79e46f8dbfa0 https://share.transistor.fm/s/040fb178 In this 2-minute episode Brian discusses the different types of annuities. 

]]> In this 2-minute episode Brian discusses the different types of annuities. 

]]> Tue, 15 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the different types of annuities. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Strategy of Safe Investments 466 466 The Strategy of Safe Investments full 5c9de29f-7468-4885-a61f-d0a65f635a92 https://share.transistor.fm/s/b7862592 In this 2-minute episode Brian discusses the strategy of safe investments. 

]]> In this 2-minute episode Brian discusses the strategy of safe investments. 

]]> Mon, 14 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the strategy of safe investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No A CPAs Take On The Strength Of The Market 464 464 A CPAs Take On The Strength Of The Market full 28defa73-6bba-497d-95d7-f4dba2a19e7e https://share.transistor.fm/s/2e135dcf In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters. 

]]> In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters. 

]]> Sat, 12 Aug 2023 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters. 

]]> investing, wealth, business, retirement, real estate, market analysis No When To Pay Taxes 463 463 When To Pay Taxes full a37b89fb-533f-49e7-b7d8-a2ae34407721 https://share.transistor.fm/s/77bbb9bc In this episode Brian discusses moving money to different times to affect the tax rate. 

]]> In this episode Brian discusses moving money to different times to affect the tax rate. 

]]> Fri, 11 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses moving money to different times to affect the tax rate. 

]]> investing, wealth, business, retirement, real estate, market analysis No Ways To Own Real Estate 462 462 Ways To Own Real Estate full b583d5bd-c358-47e1-bad6-fee04b3b931b https://share.transistor.fm/s/bb5cd7ae In this episode Brian discusses the different ways you can own real estate. 

]]> In this episode Brian discusses the different ways you can own real estate. 

]]> Thu, 10 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses the different ways you can own real estate. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Four Flavors Of Tax 461 461 The Four Flavors Of Tax full 9991733d-dbe1-4112-ba44-d7add8cd71e0 https://share.transistor.fm/s/9a5f5830 In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free. 

]]> In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free. 

]]> Wed, 09 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free. 

]]> investing, wealth, business, retirement, real estate, market analysis No Should You Pay Off Your Mortgage 460 460 Should You Pay Off Your Mortgage full 69b61740-4bd6-4a31-9581-c227e64c120e https://share.transistor.fm/s/63706ac4 In this episode Brian discusses whether you should pay off your mortgage before retirement. 

]]> In this episode Brian discusses whether you should pay off your mortgage before retirement. 

]]> Tue, 08 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses whether you should pay off your mortgage before retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Roth and The Traditional IRA 459 459 The Roth and The Traditional IRA full f1cf547c-aa78-4b06-8801-18a3956cd2f1 https://share.transistor.fm/s/31ad31c8 In this episode Brian discusses the differences between the ROTH and the traditional IRA. 

]]> In this episode Brian discusses the differences between the ROTH and the traditional IRA. 

]]> Mon, 07 Aug 2023 16:53:55 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses the differences between the ROTH and the traditional IRA. 

]]> investing, wealth, business, retirement, real estate, market analysis No Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize 458 458 Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize full b85c6923-1de8-4d97-b951-54e5a863669a https://share.transistor.fm/s/4cccaaf7 In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

]]> In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

]]> Mon, 07 Aug 2023 16:50:11 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

]]> investing, wealth, business, retirement, real estate, market analysis No Important Ages Leading Up To And In Retirement 457 457 Important Ages Leading Up To And In Retirement full a31f998b-720b-46e3-9bd1-985b7e2242c8 https://share.transistor.fm/s/5175259f In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement. 

]]> In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement. 

]]> Fri, 04 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Moving To A State With No State Tax 456 456 Moving To A State With No State Tax full b04f0b24-43a8-4a23-ba3a-413a81f9438b https://share.transistor.fm/s/2ec87454 In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax. 

]]> In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax. 

]]> Thu, 03 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax. 

]]> investing, wealth, business, retirement, real estate, market analysis No Cash and Cash Equivalents 455 455 Cash and Cash Equivalents full f761a40c-9e3c-4769-a1f1-c5aa2e1012cb https://share.transistor.fm/s/6ca32cea In this 2-minute episode Brian discusses cash and cash equivalents. 

]]> In this 2-minute episode Brian discusses cash and cash equivalents. 

]]> Wed, 02 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses cash and cash equivalents. 

]]> investing, wealth, business, retirement, real estate, market analysis No Annuity Payout Options 454 454 Annuity Payout Options full e37aecef-c10f-4288-b722-962b565c6e74 https://share.transistor.fm/s/29b5250b In this 2-minute episode Brian discusses annuity payout options. 

]]> In this 2-minute episode Brian discusses annuity payout options. 

]]> Tue, 01 Aug 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses annuity payout options. 

]]> investing, wealth, business, retirement, real estate, market analysis No Annuity Crediting Options 453 453 Annuity Crediting Options full 7b380eb4-72eb-460d-833a-a313fd4e5f82 https://share.transistor.fm/s/8b1691ed In this 2-minute episode Brian discusses annuity crediting options. 

]]> In this 2-minute episode Brian discusses annuity crediting options. 

]]> Mon, 31 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses annuity crediting options. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Tackle Inflation In Retirement 452 452 How To Tackle Inflation In Retirement full 4127cd0b-db44-4292-8479-75639d62d342 https://share.transistor.fm/s/f860d5d3 In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> Sun, 30 Jul 2023 13:12:24 -0700 Madrona Financial Services Madrona Financial Services 3175 In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No CPA Advice 451 451 CPA Advice full c70291db-d1e7-4180-b79d-5f898256d340 https://share.transistor.fm/s/3f3b0cad In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that. 

]]> In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that. 

]]> Fri, 28 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that. 

]]> investing, wealth, business, retirement, real estate, market analysis No Size Of The Market Segments 450 450 Size Of The Market Segments full d8644cd0-5f1e-4830-abae-cceacc84bb79 https://share.transistor.fm/s/cec090b6 In this 2-minute episode, Brian discusses the size of the different segments of the market. 

]]> In this 2-minute episode, Brian discusses the size of the different segments of the market. 

]]> Thu, 27 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the size of the different segments of the market. 

]]> investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions 449 449 Required Minimum Distributions full cb78161a-c891-4e20-985d-658a8ff3d2ea https://share.transistor.fm/s/a8132e75 In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions. 

]]> In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions. 

]]> Wed, 26 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions. 

]]> investing, wealth, business, retirement, real estate, market analysis No Pension Decisions 448 448 Pension Decisions full 0725c700-457a-497a-9134-0b7aeb902947 https://share.transistor.fm/s/845eb142 In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension

]]> In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension

]]> Tue, 25 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension

]]> investing, wealth, business, retirement, real estate, market analysis No The Meaning Of A Fiduciary, 447 447 The Meaning Of A Fiduciary, full c7bc4fac-d008-46f8-8baf-6f423ac5c30c https://share.transistor.fm/s/4f011a64 In this 2-minute feature, Brian discusses the true meaning of a fiduciary. 

]]> In this 2-minute feature, Brian discusses the true meaning of a fiduciary. 

]]> Mon, 24 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute feature, Brian discusses the true meaning of a fiduciary. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Tackle Inflation In Retirement 446 446 How To Tackle Inflation In Retirement full c1541923-4e6a-4724-b68a-836989a6de91 https://share.transistor.fm/s/d96ba105 In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> Sat, 22 Jul 2023 14:18:41 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Pension Payout Decisions 445 445 Pension Payout Decisions full 59747d8d-4a59-464d-bb6c-d95df769a859 https://share.transistor.fm/s/a7b4ba32 In this 2-minute episode, Brian discusses the options you have in taking a pension payout. 

]]> In this 2-minute episode, Brian discusses the options you have in taking a pension payout. 

]]> Fri, 21 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the options you have in taking a pension payout. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Meaning Of A True Fiduciary 444 444 The Meaning Of A True Fiduciary full 8da18030-7ce4-4fcf-9ce9-82e275ca3abd https://share.transistor.fm/s/384b109c In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor. 

]]> In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor. 

]]> Thu, 20 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Tools In The Madrona Financial Toolbox 443 443 The Tools In The Madrona Financial Toolbox full 92cff06d-1c08-4466-b63f-e0079efe39f8 https://share.transistor.fm/s/9910e3cb In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan. 

]]> In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan. 

]]> Wed, 19 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Structures For Your Business 442 442 Structures For Your Business full fb889b2e-356d-4494-aaaa-dae975b848f6 https://share.transistor.fm/s/093f0cc9 In this 2-minute episode, Brian discusses the options you have for your business structure. 

]]> In this 2-minute episode, Brian discusses the options you have for your business structure. 

]]> Tue, 18 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the options you have for your business structure. 

]]> investing, wealth, business, retirement, real estate, market analysis No Using A Corporate Trustee 441 441 Using A Corporate Trustee full 40758a61-6292-493b-b78d-c9f8c2283057 https://share.transistor.fm/s/129de337 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. 

]]> 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. 

]]> Mon, 17 Jul 2023 19:03:09 -0700 Madrona Financial Services Madrona Financial Services 121 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Determine Which Stocks Are Right For You 435 435 How To Determine Which Stocks Are Right For You full 46ce4b83-12ef-4c28-a845-3a3555651b71 https://share.transistor.fm/s/dbbcb533 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. 

]]> 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. 

]]> Sat, 15 Jul 2023 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3169 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No CRUTS and CRATS 440 440 CRUTS and CRATS full e8b337b0-8b51-40da-baec-1ac4a44f6525 https://share.transistor.fm/s/7f5af8de 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.

]]> 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.

]]> Fri, 14 Jul 2023 13:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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.

]]> investing, wealth, business, retirement, real estate, market analysis No Step Up In Basis 439 439 Step Up In Basis full 205f7323-fd79-4f8a-aedb-5e2622aae9db https://share.transistor.fm/s/69ae9385 In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate. 

]]> In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate. 

]]> Thu, 13 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate. 

]]> investing, wealth, business, retirement, real estate, market analysis No Donating Your RMD To Charity 438 438 Donating Your RMD To Charity full fe88672c-bd79-4b81-8414-acab0a8f55e1 https://share.transistor.fm/s/e0d95123 In this 2-minute episode, Brian discusses donating your required minimum distribution to charity. 

]]> In this 2-minute episode, Brian discusses donating your required minimum distribution to charity. 

]]> Wed, 12 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses donating your required minimum distribution to charity. 

]]> investing, wealth, business, retirement, real estate, market analysis No Your Financial Plan And Charitable Gifting 437 437 Your Financial Plan And Charitable Gifting full 77a09edd-bb0c-45c6-8676-9d85e8dc256f https://share.transistor.fm/s/2de7a41c In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan. 

]]> In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan. 

]]> Tue, 11 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Financial Planning And Your Legacy 436 436 Financial Planning And Your Legacy full 0daaa83e-57cd-4129-9b23-9bf8983a347b https://share.transistor.fm/s/3fd2a849 In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy. 

]]> In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy. 

]]> Mon, 10 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy. 

]]> investing, wealth, business, retirement, real estate, market analysis No 5 Financial Pitfalls Your Estate Planning Attorney May Have Missed 434 434 5 Financial Pitfalls Your Estate Planning Attorney May Have Missed full 06d0fad9-3d89-4455-834f-c1a8120590b3 https://share.transistor.fm/s/0e78a226 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. 

]]> 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. 

]]> Sat, 08 Jul 2023 13:28:57 -0700 Madrona Financial Services Madrona Financial Services 3045 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No A Charitable Gifting Plan 433 433 A Charitable Gifting Plan full 87d50c55-b322-4fe4-b3fe-e5478f3f1061 https://share.transistor.fm/s/a2ccdbce In this 2-minute episode Brian talks about how to create a charitable gifting plan. 

]]> In this 2-minute episode Brian talks about how to create a charitable gifting plan. 

]]> Fri, 07 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about how to create a charitable gifting plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Importance Of A Financial Plan 432 432 The Importance Of A Financial Plan full c3078b75-22c6-4ecd-98ba-37c282fb8aff https://share.transistor.fm/s/2b114208 In this 2-minute episode Brian talks about the importance of a financial plan. 

]]> In this 2-minute episode Brian talks about the importance of a financial plan. 

]]> Thu, 06 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about the importance of a financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Your Financial Plan And Your Legacy 431 431 Your Financial Plan And Your Legacy full 3292ac0a-c51e-4cbb-8e87-2b8da4230373 https://share.transistor.fm/s/03a05e1f In this 2-minute episode Brian talks about including your legacy in your financial plan. 

]]> In this 2-minute episode Brian talks about including your legacy in your financial plan. 

]]> Wed, 05 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about including your legacy in your financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Sale Of Your Business 430 430 The Sale Of Your Business full ce8d0de2-0df1-4cf8-b42e-f26865cb71b6 https://share.transistor.fm/s/004be261 In this 2-minute episode Brian talks about the sale of your business.

]]> In this 2-minute episode Brian talks about the sale of your business.

]]> Tue, 04 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about the sale of your business.

]]> investing, wealth, business, retirement, real estate, market analysis No What Is Premium Finance Life Insurance? 429 429 What Is Premium Finance Life Insurance? full 441b141a-176a-4a8b-be93-d652da25ca7a https://share.transistor.fm/s/645787c0 In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors. 

]]> In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors. 

]]> Mon, 03 Jul 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors. 

]]> investing, wealth, business, retirement, real estate, market analysis No Overlooked Tax Breaks For Retirees 428 428 Overlooked Tax Breaks For Retirees full 45e77af9-5de7-456f-a31d-c3147de1e4f9 https://share.transistor.fm/s/8b3ee832 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. 

]]> 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. 

]]> Sun, 02 Jul 2023 19:09:41 -0700 Madrona Financial Services Madrona Financial Services 3170 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Planning A Legacy 427 427 Planning A Legacy full c3641d6b-01a6-4b81-8b1b-3373dbddcbd7 https://share.transistor.fm/s/8fa22f9b In this 2-minute episode Brian talks about a financial plan that includes your legacy. 

]]> In this 2-minute episode Brian talks about a financial plan that includes your legacy. 

]]> Sun, 02 Jul 2023 19:04:04 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about a financial plan that includes your legacy. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Importance Of A Financial Plan 426 426 The Importance Of A Financial Plan full 5d2698d3-8bbf-404e-a12f-283cadab99ae https://share.transistor.fm/s/b564a81b In this 2-minute episode Brian talks about the importance of having a financial plan. 

]]> In this 2-minute episode Brian talks about the importance of having a financial plan. 

]]> Sun, 02 Jul 2023 17:55:42 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about the importance of having a financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Charitable Gifting Strategies 425 425 Charitable Gifting Strategies full 06108c70-3a41-4dca-992e-a7925c5b9b1e https://share.transistor.fm/s/445d0e99 In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan. 

]]> In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan. 

]]> Sun, 02 Jul 2023 17:54:48 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No Donate An RMD To Charity 424 424 Donate An RMD To Charity full f9357a94-ccec-4451-9bf9-c4370d0e6a6b https://share.transistor.fm/s/f39b2ebf In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity. 

]]> In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity. 

]]> Sun, 02 Jul 2023 17:53:37 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity. 

]]> investing, wealth, business, retirement, real estate, market analysis No Put A Charity In Your Will 423 423 Put A Charity In Your Will full f6f8f19e-5877-4db5-868a-848af48c0407 https://share.transistor.fm/s/ef6d2b4e In this 2-minute episode Brian talks about how to name a charity in your will. 

]]> In this 2-minute episode Brian talks about how to name a charity in your will. 

]]> Sun, 02 Jul 2023 17:50:05 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about how to name a charity in your will. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Problem With After-Tax Funds and Retirement 422 422 The Problem With After-Tax Funds and Retirement full e3493dbe-1d52-4154-bcfa-40bff168a2fa https://share.transistor.fm/s/425d78bb 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? 

]]> 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? 

]]> Sun, 02 Jul 2023 17:40:53 -0700 Madrona Financial Services Madrona Financial Services 3110 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? 

]]> investing, wealth, business, retirement, real estate, market analysis No When Can I Retire 421 421 When Can I Retire full d347b3f4-f6d7-499b-907f-c809f56d48f4 https://share.transistor.fm/s/c4ed3d76 In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire. 

]]> In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire. 

]]> Fri, 23 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire. 

]]> investing, wealth, business, retirement, real estate, market analysis No Optimizing Your Social Security 420 420 Optimizing Your Social Security full 2aac95a4-6dc4-48a3-b643-db9eabdb87e4 https://share.transistor.fm/s/1a7532d0 In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to. 

]]> In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to. 

]]> Thu, 22 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to. 

]]> investing, wealth, business, retirement, real estate, market analysis No Selling A Business 419 419 Selling A Business full 3328048b-4ad9-40ea-a7da-3568bc1b7ad5 https://share.transistor.fm/s/de792803 In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business. 

]]> In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business. 

]]> Wed, 21 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business. 

]]> investing, wealth, business, retirement, real estate, market analysis No Rules Around Selling A Residence 418 418 Rules Around Selling A Residence full e5d7136b-5775-420f-ae69-5ac08409942b https://share.transistor.fm/s/b8989e13 In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence. 

]]> In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence. 

]]> Tue, 20 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence. 

]]> investing, wealth, business, retirement, real estate, market analysis No What Is The Market 417 417 What Is The Market full 256d4c7c-fa91-4c17-b6d0-9b9050621b61 https://share.transistor.fm/s/022bca17 In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks. 

]]> In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks. 

]]> Mon, 19 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks. 

]]> investing, wealth, business, retirement, real estate, market analysis No 7 Stocks That Are Supporting The Market And How It Affects Your Strategy 416 416 7 Stocks That Are Supporting The Market And How It Affects Your Strategy full 0e060c17-b3ab-40a5-88fc-aa55b57f97ff https://share.transistor.fm/s/42b32d29 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. 

]]> 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. 

]]> Sun, 18 Jun 2023 11:20:10 -0700 Madrona Financial Services Madrona Financial Services 3171 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Credit Shelter Trust 414 414 Credit Shelter Trust full e5ad0bb6-c8d6-4ade-bb3d-36c02df143f9 https://share.transistor.fm/s/bc760283 In this episode, Brian discusses the credit shelter trust and what it is used for. 

]]> In this episode, Brian discusses the credit shelter trust and what it is used for. 

]]> Thu, 15 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode, Brian discusses the credit shelter trust and what it is used for. 

]]> investing, wealth, business, retirement, real estate, market analysis No 1035 Exchange 413 413 1035 Exchange full c5dd73c1-8b22-431f-9974-f918a22791e6 https://share.transistor.fm/s/8e61e929 In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used. 

]]> In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used. 

]]> Wed, 14 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used. 

]]> investing, wealth, business, retirement, real estate, market analysis No 1031 Exchange 412 412 1031 Exchange full ca9b5354-a77b-47ec-9bf6-db42777f6f60 https://share.transistor.fm/s/a182d9c4 In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.

]]> In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.

]]> Tue, 13 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.

]]> investing, wealth, business, retirement, real estate, market analysis No Gifting Using a Fixed Index Universal Life Policy 415 415 Gifting Using a Fixed Index Universal Life Policy full ab20527b-7c4f-483b-a85d-8f0d9bab99d0 https://share.transistor.fm/s/a3ed935b In this 2-minute episode, Brian discusses gifting using an FIUL. 

]]> In this 2-minute episode, Brian discusses gifting using an FIUL. 

]]> Mon, 12 Jun 2023 12:39:22 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses gifting using an FIUL. 

]]> investing, wealth, business, retirement, real estate, market analysis No Two Types Of Fixed Annuities 411 411 Two Types Of Fixed Annuities full b280d6df-8350-4d42-9026-e178bd72c76e https://share.transistor.fm/s/3dff22ad In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow. 

]]> In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow. 

]]> Mon, 12 Jun 2023 11:47:06 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow. 

]]> investing, wealth, business, retirement, real estate, market analysis No 4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies 410 410 4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies full a5c6afa6-aaf4-4377-a8c9-dc786c370cf5 https://share.transistor.fm/s/77967f44 In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots. 

]]> In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots. 

]]> Mon, 12 Jun 2023 11:44:10 -0700 Madrona Financial Services Madrona Financial Services 3168 In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots. 

]]> investing, wealth, business, retirement, real estate, market analysis No RMDs - Required Minimum Distributions 409 409 RMDs - Required Minimum Distributions full b9c61e60-0b4d-407e-9170-a8c593e4c1bc https://share.transistor.fm/s/190e2f69 In this 2-minute episode, Brian discusses required minimum distributions from your portfolio. 

]]> In this 2-minute episode, Brian discusses required minimum distributions from your portfolio. 

]]> Mon, 12 Jun 2023 11:38:14 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses required minimum distributions from your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Minimizing Income Tax 408 408 Minimizing Income Tax full 9bea680d-d037-43b3-b9c5-2949a84ee2ec https://share.transistor.fm/s/0ba8c4a2 In this 2-minute episode, Brian discusses how to minimize income tax liability. 

]]> In this 2-minute episode, Brian discusses how to minimize income tax liability. 

]]> Mon, 12 Jun 2023 11:37:10 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses how to minimize income tax liability. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 407 407 Tax Free Investing In Retirement full c8ffd00a-0391-41f2-9645-4dd4022fb7dd https://share.transistor.fm/s/092b6c5f In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement. 

]]> In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement. 

]]> Mon, 12 Jun 2023 11:35:52 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Lifestyle Planning 406 406 Lifestyle Planning full ebd9b4cb-24aa-41b2-8d47-e6e8c5d1c882 https://share.transistor.fm/s/b2579845 In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used. 

]]> In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used. 

]]> Mon, 12 Jun 2023 11:34:32 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used. 

]]> investing, wealth, business, retirement, real estate, market analysis No CPAs Shouldn't Give Investment Advice 405 405 CPAs Shouldn't Give Investment Advice full 2bb3438d-a547-4172-8490-1aaa4e182f25 https://share.transistor.fm/s/38a63a1d In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA. 

]]> In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA. 

]]> Mon, 12 Jun 2023 11:32:29 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Planning - What Advisors Are Getting Wrong 404 404 Tax Planning - What Advisors Are Getting Wrong full 43e074ab-dcae-4828-abe1-7512b914b6f6 https://share.transistor.fm/s/65ec1469 In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance. 

]]> In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance. 

]]> Mon, 12 Jun 2023 11:20:33 -0700 Madrona Financial Services Madrona Financial Services 3141 In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance. 

]]> investing, wealth, business, retirement, real estate, market analysis No A Place For All Assets 403 403 A Place For All Assets full e316b798-0285-4075-aca0-3232bf204be8 https://share.transistor.fm/s/7b99bf5f In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio. 

]]> In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio. 

]]> Fri, 02 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Being Too Conservative With Your Investments 402 402 Being Too Conservative With Your Investments full ba00153e-0401-4447-afa7-2388879a2700 https://share.transistor.fm/s/fb9510a7 In this 2-minure episode Brian discusses how you can be missing out by being too conservative with your investments.. 

]]> In this 2-minure episode Brian discusses how you can be missing out by being too conservative with your investments.. 

]]> Thu, 01 Jun 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minure episode Brian discusses how you can be missing out by being too conservative with your investments.. 

]]> investing, wealth, business, retirement, real estate, market analysis No Life Insurance On Both Spouses 401 401 Life Insurance On Both Spouses full c403540f-b5ec-4f41-b01d-e6aec61b569b https://share.transistor.fm/s/7edfc62f In this 2-minure episode Brian discusses why you should have life insurance on both spouses. 

]]> In this 2-minure episode Brian discusses why you should have life insurance on both spouses. 

]]> Wed, 31 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minure episode Brian discusses why you should have life insurance on both spouses. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Best Investment You Can Make 400 400 The Best Investment You Can Make full bbd79837-5d1f-4ba2-bded-7ae12241c929 https://share.transistor.fm/s/df2edf68 In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life. 

]]> In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life. 

]]> Tue, 30 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life. 

]]> investing, wealth, business, retirement, real estate, market analysis No The 7 Legged Retirement Stool 399 399 The 7 Legged Retirement Stool full 0f6b29e7-5719-476f-bbcc-31b3437e9abb https://share.transistor.fm/s/d31e015c In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool. 

]]> In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool. 

]]> Mon, 29 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool. 

]]> investing, wealth, business, retirement, real estate, market analysis No Risks Associated With Your Stock/Bond Portfolio 398 398 Risks Associated With Your Stock/Bond Portfolio full 3fd1955d-7049-42c3-b224-15fb97a0ceee https://share.transistor.fm/s/874f443e In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

]]> In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

]]> Sat, 27 May 2023 18:38:21 -0700 Madrona Financial Services Madrona Financial Services 3172 In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns - Tax Planning 397 397 Client Concerns - Tax Planning full 4f53b0b4-0684-4a18-bd25-4236ba38e99a https://share.transistor.fm/s/dcf3face In this 2-minute episode Brian discusses client's concerns about tax planning. 

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

]]> Fri, 26 May 2023 14:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client's concerns about tax planning. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns - Cash and Cash Equivalents 396 396 Client Concerns - Cash and Cash Equivalents full 47b98354-bd77-4243-b2e9-039e15f27ede https://share.transistor.fm/s/2c16b682 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 cash and cash equivalents. 

]]> Thu, 25 May 2023 14:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns - 401K Plans 395 395 Client Concerns - 401K Plans full c245e800-3e13-4a91-91bc-05c610384433 https://share.transistor.fm/s/921ad49e In this 2-minute episode Brian discusses client's concerns about 401K Plans. 

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

]]> Wed, 24 May 2023 14:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client's concerns about 401K Plans. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns - Diversification 394 394 Client Concerns - Diversification full df69dd51-d7e3-4971-b411-fe083ccb04ee https://share.transistor.fm/s/db2b0603 In this 2-minute episode Brian discusses client's concerns about portfolio diversification. 

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

]]> Tue, 23 May 2023 14:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client's concerns about portfolio diversification. 

]]> investing, wealth, business, retirement, real estate, market analysis No Client Concerns - Inflation 393 393 Client Concerns - Inflation full 2146e167-806c-47f5-b1f1-4a2a43821376 https://share.transistor.fm/s/7d1b709e In this 2-minute episode Brian discusses client's concerns about inflation. 

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

]]> Mon, 22 May 2023 14:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses client's concerns about inflation. 

]]> investing, wealth, business, retirement, real estate, market analysis No 3 Common Mistakes That Leave A Surviving Spouse In Trouble 392 392 3 Common Mistakes That Leave A Surviving Spouse In Trouble full 5bdb43d4-512a-43cb-9756-b296c4ca9578 https://share.transistor.fm/s/ba61bd18 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 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. 

]]> Sat, 20 May 2023 09:00:00 -0700 Madrona Financial Services Madrona Financial Services 3098 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No How To Retire from Being A Landlord 391 391 How To Retire from Being A Landlord full 264035c9-34cf-487e-88b7-8e370d4e2650 https://share.transistor.fm/s/af3a923c 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 active landlord of investment property can retire and postpone or eliminate capital gains taxes. 

]]> Fri, 19 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes. 

]]> investing, wealth, business, retirement, real estate, market analysis No Portfolio Diversification 390 390 Portfolio Diversification full 38373f7b-b631-4e7f-a395-4265c7a36238 https://share.transistor.fm/s/a37af20f In this 2-minue episode Brian discusses what a truly diversified portfolio looks like. 

]]> In this 2-minue episode Brian discusses what a truly diversified portfolio looks like. 

]]> Thu, 18 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode Brian discusses what a truly diversified portfolio looks like. 

]]> investing, wealth, business, retirement, real estate, market analysis No You Advisor and CPA Working Together 389 389 You Advisor and CPA Working Together full e49df295-4846-4834-9452-e04ef1baacb8 https://share.transistor.fm/s/a432e722 In this 2-minue episode Brian discusses how an advisor and your CPA can work together. 

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

]]> Wed, 17 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode Brian discusses how an advisor and your CPA can work together. 

]]> investing, wealth, business, retirement, real estate, market analysis No Cash Flow In Retirement 388 388 Cash Flow In Retirement full 667f614c-04f9-4930-935b-41f837ef35fd https://share.transistor.fm/s/fe021585 In this 2-minue episode Brian discusses how to create cash flow in retirement. 

]]> In this 2-minue episode Brian discusses how to create cash flow in retirement. 

]]> Tue, 16 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minue episode Brian discusses how to create cash flow in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No What the 1033 Exchange Is All About 387 387 What the 1033 Exchange Is All About full 02051aea-f053-46b6-8fcd-3d4b2487c4aa https://share.transistor.fm/s/62ebb7ea 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 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster. 

]]> Mon, 15 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No What To Do With Your 401K and Charitable Gifting Strategies 386 386 What To Do With Your 401K and Charitable Gifting Strategies full dfbe4d80-5b00-47e0-a934-afaf309d5673 https://share.transistor.fm/s/fcc8b5ae 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 what options you have for your 401K and how to gift to charity with taxes in mind. 

]]> Sat, 13 May 2023 19:51:24 -0700 Madrona Financial Services Madrona Financial Services 3116 In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax According To Source Of Income 385 385 Tax According To Source Of Income full 10e56b17-4d0f-427d-add8-17fd336e563c https://share.transistor.fm/s/1e53f3a9 In this episode Brian discusses the tax rate according to the source of the income. 

]]> In this episode Brian discusses the tax rate according to the source of the income. 

]]> Fri, 12 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses the tax rate according to the source of the income. 

]]> investing, wealth, business, retirement, real estate, market analysis No The 5 Components Of Any Investment 384 384 The 5 Components Of Any Investment full dd5c15de-c4fc-4359-8a08-fd4fbf7c5e2d https://share.transistor.fm/s/e6371828 In this episode Brian discusses the 5 components of investments.

]]> In this episode Brian discusses the 5 components of investments.

]]> Thu, 11 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses the 5 components of investments.

]]> investing, wealth, business, retirement, real estate, market analysis No The 1040 Treasure Hunt 383 383 The 1040 Treasure Hunt full c91c769a-5a86-4bba-8f0d-2463155392c8 https://share.transistor.fm/s/ea6d5567 In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss. 

]]> In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss. 

]]> Wed, 10 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss. 

]]> investing, wealth, business, retirement, real estate, market analysis No Madrona Can Collaborate With Your CPA 382 382 Madrona Can Collaborate With Your CPA full cb6c8d2f-7eea-4d70-92e7-f8bc477c3753 https://share.transistor.fm/s/9b387f74 In this episode Brian discusses how Madrona Financial can collaborate with other CPAs. 

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

]]> Tue, 09 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses how Madrona Financial can collaborate with other CPAs. 

]]> investing, wealth, business, retirement, real estate, market analysis No Is A Million Dollars Enough For Retirement? 381 381 Is A Million Dollars Enough For Retirement? full 4cb1126e-197e-4b0a-a1df-188d9570eef3 https://share.transistor.fm/s/22c99dd4 In this episode Brian discusses whether a million dollars is enough to retire comfortably. 

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

]]> Mon, 08 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses whether a million dollars is enough to retire comfortably. 

]]> investing, wealth, business, retirement, real estate, market analysis No Taxes Going Up By 66% In 2031 380 380 Taxes Going Up By 66% In 2031 full 9e758495-9b1f-4e7f-81ff-95a97d999e6a https://share.transistor.fm/s/3081d403 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 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.

]]> Sat, 06 May 2023 16:00:28 -0700 Madrona Financial Services Madrona Financial Services 3170 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.

]]> investing, wealth, business, retirement, real estate, market analysis No Who Madrona Financial and CPAs Is Best Suited For 379 379 Who Madrona Financial and CPAs Is Best Suited For full cacc5e48-08c7-47f3-91fb-8fc7bc72f957 https://share.transistor.fm/s/6f2697ce 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 the type of client that Madrona Financial and CPAs is best suited for. 

]]> Fri, 05 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for. 

]]> investing, wealth, business, retirement, real estate, market analysis No Taxes On The Sale Of Your Principal Residence 378 378 Taxes On The Sale Of Your Principal Residence full a6ad7d72-8a82-4fe5-a048-edc856b80853 https://share.transistor.fm/s/697e6c2d In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence. 

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

]]> Thu, 04 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 377 377 Tax Free Investing In Retirement full 2d2e6493-ec31-4226-89f8-c7e8bc74c44b https://share.transistor.fm/s/f121d85c In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.

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

]]> Wed, 03 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.

]]> investing, wealth, business, retirement, real estate, market analysis No Stock Market vs Economy 376 376 Stock Market vs Economy full 869bffb7-0b07-4bdb-8eb8-6026ad6f4acf https://share.transistor.fm/s/2fc91b40 In this 2-minute episode Brian discusses the difference between the stock market and the economy.

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

]]> Tue, 02 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the difference between the stock market and the economy.

]]> investing, wealth, business, retirement, real estate, market analysis No Real Estate Owner Exit Strategy 375 375 Real Estate Owner Exit Strategy full 6e9f2775-c632-4c58-a430-794d5947a336 https://share.transistor.fm/s/8dae0930 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 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. 

]]> Mon, 01 May 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Taxes and Your Retirement Plan 374 374 Taxes and Your Retirement Plan full 829e6aba-c96d-4885-b9f1-37b7fc118150 https://share.transistor.fm/s/2827c5ee In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes. 

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

]]> Sat, 29 Apr 2023 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3171 In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes. 

]]> investing, wealth, business, retirement, real estate, market analysis No Financial Strategies and Solutions 373 373 Financial Strategies and Solutions full fb8da598-d058-4896-ac8e-d1c385b6011f https://share.transistor.fm/s/da359f63 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 Matt Beyer, one of the advisors at Madrona Financial about how he deals with the different aspects of client's plans. 

]]> Fri, 28 Apr 2023 13:01:56 -0700 Madrona Financial Services Madrona Financial Services 3202 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Emotions Of Money 372 372 The Emotions Of Money full dea0eb57-075b-4450-8324-01c79ddb6f21 https://share.transistor.fm/s/4be7b23a In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money. 

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

]]> Fri, 28 Apr 2023 12:51:28 -0700 Madrona Financial Services Madrona Financial Services 3180 In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money. 

]]> investing, wealth, business, retirement, real estate, market analysis No JP Morgan 2nd Quarter Guide To The Markets 371 371 JP Morgan 2nd Quarter Guide To The Markets full 90a25a4c-1c49-4755-8147-1b43bc43a03f https://share.transistor.fm/s/074e279c In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets. 

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

]]> Fri, 28 Apr 2023 12:42:46 -0700 Madrona Financial Services Madrona Financial Services 3147 In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets. 

]]> investing, wealth, business, retirement, real estate, market analysis No Protected Assets 370 370 Protected Assets full 717a8a58-202c-418e-b281-0c6d821cc649 https://share.transistor.fm/s/2617725a In this 2-minute episode Brian discusses protected assets. 

]]> In this 2-minute episode Brian discusses protected assets. 

]]> Fri, 31 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses protected assets. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 368 368 Tax Free Investing In Retirement full b9496a08-f401-4ff8-9a56-287580d5b6cc https://share.transistor.fm/s/c025b561 In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement. 

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

]]> Wed, 29 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Lifestyle Investment Planning 367 367 Lifestyle Investment Planning full 2b05d16e-c09e-475f-8a02-649d613ad080 https://share.transistor.fm/s/22ad0273 In this 2-minute episode Brian discusses investment planning centered around your lifestyle. 

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

]]> Tue, 28 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses investment planning centered around your lifestyle. 

]]> investing, wealth, business, retirement, real estate, market analysis No CPAs Can't Give Investment Advice 366 366 CPAs Can't Give Investment Advice full 622db784-d53b-40a6-84ea-9f57934a6898 https://share.transistor.fm/s/13e8576b 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 CPAs can't and shouldn't give investment advice. 

]]> Mon, 27 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice. 

]]> investing, wealth, business, retirement, real estate, market analysis No Life Insurance For Both Spouses 369 369 Life Insurance For Both Spouses full 9ec6cb94-d7ce-4a76-b83b-0332ce85b3d8 https://share.transistor.fm/s/efd882fb In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage. 

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

]]> Sun, 26 Mar 2023 17:09:35 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage. 

]]> investing, wealth, business, retirement, real estate, market analysis No Income Taxes 365 365 Income Taxes full 241e06a7-8a1b-4b72-8ae8-3ca810ceb7b8 https://share.transistor.fm/s/ab7f4c9b 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 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.

]]> Sun, 26 Mar 2023 16:59:21 -0700 Madrona Financial Services Madrona Financial Services 3352 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.

]]> investing, wealth, business, retirement, real estate, market analysis No Dollar Cost Averaging 364 364 Dollar Cost Averaging full 3572ab1b-1f00-4890-b463-437ecf186270 https://share.transistor.fm/s/0a3b5337 In this 2-minute episode Brian discusses dollar cost averaging. 

]]> In this 2-minute episode Brian discusses dollar cost averaging. 

]]> Fri, 24 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses dollar cost averaging. 

]]> investing, wealth, business, retirement, real estate, market analysis No You Can't Take Your Wealth With You To The Grave 363 363 You Can't Take Your Wealth With You To The Grave full 9548af38-9a88-4f1d-9205-3d89cad3f296 https://share.transistor.fm/s/4d4e26d6 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 to create a plan o leave your money to those you want to receive it. 

]]> Thu, 23 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it. 

]]> investing, wealth, business, retirement, real estate, market analysis No Madrona Collaborates With Your CPA 362 362 Madrona Collaborates With Your CPA full 49b6ba7d-e862-4ed1-91db-fd1d49c9498f https://share.transistor.fm/s/d58c0e75 In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use. 

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

]]> Wed, 22 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use. 

]]> investing, wealth, business, retirement, real estate, market analysis No Prioritizing Your Wealth 361 361 Prioritizing Your Wealth full dd07ed10-da6e-43c6-a593-5e0173c9dc7c https://share.transistor.fm/s/ad4e3e9d In this 2-minute episode Brian discusses how to prioritize your wealth. 

]]> In this 2-minute episode Brian discusses how to prioritize your wealth. 

]]> Tue, 21 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how to prioritize your wealth. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Perfect Portfolio 360 360 The Perfect Portfolio full 3f5fb06c-0c6e-472e-b49c-5dba9fbaaec7 https://share.transistor.fm/s/d9b9f37d In this 2-minute episode Brian discusses what the perfect portfolio would look like. 

]]> In this 2-minute episode Brian discusses what the perfect portfolio would look like. 

]]> Mon, 20 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what the perfect portfolio would look like. 

]]> investing, wealth, business, retirement, real estate, market analysis No Failure Of SBV Bank and President Biden's Tax Proposal 359 359 Failure Of SBV Bank and President Biden's Tax Proposal full 924b2693-7e30-41b0-b261-ae238e02d21b https://share.transistor.fm/s/b7319458 In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan. 

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

]]> Sat, 18 Mar 2023 18:35:56 -0700 Madrona Financial Services Madrona Financial Services 3155 In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Effects of Politics on Your Porfolio 358 358 The Effects of Politics on Your Porfolio full ee4ce918-94f4-455d-9896-730ac3130fd5 https://share.transistor.fm/s/e87fb8dd In this 2-minute episode, Brian discusses politics and your portfolio. 

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

]]> Fri, 17 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses politics and your portfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Bond Yields 357 357 Bond Yields full e3fde063-7416-4c69-bf20-99bb5936d1f4 https://share.transistor.fm/s/e4620e1c In this 2-minute episode, Brian discusses bond yields. 

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

]]> Thu, 16 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses bond yields. 

]]> investing, wealth, business, retirement, real estate, market analysis No Cash and Cash Equivalents 356 356 Cash and Cash Equivalents full dac70cee-2472-4e99-be4c-74c0491cf75b https://share.transistor.fm/s/da2b300d In this 2-minute episode, Brian discusses cash and cash equivalents. 

]]> In this 2-minute episode, Brian discusses cash and cash equivalents. 

]]> Wed, 15 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses cash and cash equivalents. 

]]> investing, wealth, business, retirement, real estate, market analysis No Tax Planning 355 355 Tax Planning full 93b5d6a0-512c-4663-8a54-f443df2aab7a https://share.transistor.fm/s/e47655c2 In this 2-minute episode, Brian discusses planning for taxes. 

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

]]> Tue, 14 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses planning for taxes. 

]]> investing, wealth, business, retirement, real estate, market analysis No The Effects of Inflation on Your Portfilio 354 354 The Effects of Inflation on Your Portfilio full 9e44ca2f-4fbe-43e8-b7f9-99332b964486 https://share.transistor.fm/s/646fe21b In this 2-minute episode, Brian discusses the effects of on-going inflation.

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

]]> Mon, 13 Mar 2023 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses the effects of on-going inflation.

]]> investing, wealth, business, retirement, real estate, market analysis No Landlord Exit Strategy - The Delaware Statutory Trust 353 353 Landlord Exit Strategy - The Delaware Statutory Trust full 9cad7050-3aba-4c2c-bba2-d74229d3b1f6 https://share.transistor.fm/s/4325b19b 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 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. 

]]> Sat, 11 Mar 2023 13:03:08 -0800 Madrona Financial Services Madrona Financial Services 3190 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Do-It-Yourself Investing 352 352 Do-It-Yourself Investing full ec5d6ffd-3728-4277-9d2a-749c9c73839d https://share.transistor.fm/s/f065c281 In this 2-minute episode Brian discusses the pitfalls of DIY investing.

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

]]> Fri, 10 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the pitfalls of DIY investing.

]]> investing, wealth, business, retirement, real estate, market analysis No Opportunity Zones 351 351 Opportunity Zones full 33b28e0b-6819-4e4e-ac39-ee4ab9af98b8 https://share.transistor.fm/s/c70462ee In this 2-minute episode Brian discusses Opportunity zones and how they work. 

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

]]> Thu, 09 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses Opportunity zones and how they work. 

]]> investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions 350 350 Required Minimum Distributions full ab8f6db0-d054-47a3-bf4d-530098de14b3 https://share.transistor.fm/s/199bf4d9 In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions. 

]]> In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions. 

]]> Wed, 08 Mar 2023 12:09:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions. 

]]> investing, wealth, business, retirement, real estate, market analysis No Madrona Financial Tool Box 349 349 Madrona Financial Tool Box full adda1c3e-037d-446b-aa4b-05946bc0c408 https://share.transistor.fm/s/da5cb9c2 In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer. 

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

]]> Tue, 07 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer. 

]]> investing, wealth, business, retirement, real estate, market analysis No Active Landlord Exit Strategy 348 348 Active Landlord Exit Strategy full 63f07c2f-b43b-45c8-8154-11d407b03058 https://share.transistor.fm/s/53669af7 In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes. 

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

]]> Mon, 06 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes. 

]]> investing, wealth, business, retirement, real estate, market analysis No Minimizing Income Tax 347 347 Minimizing Income Tax full d0c85f2b-42b6-43a2-b9a2-84e42f09ed96 https://share.transistor.fm/s/95ada3d2 In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement. 

]]> In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement. 

]]> Fri, 03 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Private Non-Traded Equity REITS 346 346 Private Non-Traded Equity REITS full 5f175026-f278-4e4e-84b8-27ee89050c9c https://share.transistor.fm/s/0b616ebd In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio. 

]]> In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio. 

]]> Thu, 02 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio. 

]]> investing, wealth, business, retirement, real estate, market analysis No Landlord Exit Strategy 345 345 Landlord Exit Strategy full a465d867-53a2-459a-91b3-efa1e5176ecd https://share.transistor.fm/s/db79cb9d 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 the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy. 

]]> Wed, 01 Mar 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Financial Lifestyle Planning 344 344 Financial Lifestyle Planning full c39826dd-01c1-42fb-924e-15647de0b1bf https://share.transistor.fm/s/3a3cce47 In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement. 

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

]]> Tue, 28 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Lazy Money 343 343 Lazy Money full 4bf51ce7-a487-474e-bd85-d4e1e4543b09 https://share.transistor.fm/s/9dc01960 In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments. 

]]> In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments. 

]]> Mon, 27 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No 401K, 403B 457, TSP - What's The Difference? 342 342 401K, 403B 457, TSP - What's The Difference? full 4b5ad153-fb7b-4653-b895-cef0faea3ef4 https://share.transistor.fm/s/2b83d920 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 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. 

]]> Sat, 25 Feb 2023 15:43:49 -0800 Madrona Financial Services Madrona Financial Services 3172 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No How Madrona Works With Your CPA 341 341 How Madrona Works With Your CPA full 377f0730-5d64-4a50-9f53-227ae9783746 https://share.transistor.fm/s/822b2b61 In this 2-minute episode Brian discusses how Madrona works with your CPA. 

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

]]> Fri, 24 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how Madrona works with your CPA. 

]]> investing, wealth, business, retirement, real estate, market analysis No CPAs Can't Give Investment Advice 340 340 CPAs Can't Give Investment Advice full 469c1af3-b180-49d4-afaa-0bb6ad691bdb https://share.transistor.fm/s/e8139645 In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice. 

]]> In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice. 

]]> Thu, 23 Feb 2023 23:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice. 

]]> investing, wealth, business, retirement, real estate, market analysis No When Is It Good To Pay More in Tax 339 339 When Is It Good To Pay More in Tax full 974b57aa-2a2a-493d-8e92-cce4636103e0 https://share.transistor.fm/s/437b65d0 In this 2-minute episode Brian discusses when to pay more in income tax. 

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

]]> Wed, 22 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses when to pay more in income tax. 

]]> investing, wealth, business, retirement, real estate, market analysis No Things Not Seen On A 401K 338 338 Things Not Seen On A 401K full eb00d0b1-aae5-430c-8bb2-325356b1b3be https://share.transistor.fm/s/d4c31168 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 discusses things he sees on your 1040 tax return that other advisors will not see. 

]]> Tue, 21 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see. 

]]> investing, wealth, business, retirement, real estate, market analysis No Having A CPA and a Financial Advisor Working Together 337 337 Having A CPA and a Financial Advisor Working Together full dd76730d-a698-4db7-90bf-9e1561912327 https://share.transistor.fm/s/d4069f03 In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together. 

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

]]> Mon, 20 Feb 2023 13:50:24 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together. 

]]> investing, wealth, business, retirement, real estate, market analysis No Sources Of Income In Retirement 336 336 Sources Of Income In Retirement full b574fcc1-8e6a-4026-bbeb-bb6a68bf71c4 https://share.transistor.fm/s/295986da 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 episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your portfolio. 

]]> Mon, 20 Feb 2023 13:47:42 -0800 Madrona Financial Services Madrona Financial Services 3168 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. 

]]> investing, wealth, business, retirement, real estate, market analysis No Donating RMDs to Charity 335 335 Donating RMDs to Charity full e2d04f21-a91d-44cb-839a-69fdb2f967a7 https://share.transistor.fm/s/2165e69e In this 2- minute episode Brian talks about donating your RMDs directly to charity. 

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

]]> Fri, 17 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2- minute episode Brian talks about donating your RMDs directly to charity. 

]]> investing, wealth, business, retirement, real estate, market analysis No Roth 401K 334 334 Roth 401K full 6b110877-6d85-449a-9f55-2514fe731003 https://share.transistor.fm/s/fc0bb276 In this 2- minute episode Brian talks about the ROTH 401K and tax advantages. 

]]> In this 2- minute episode Brian talks about the ROTH 401K and tax advantages. 

]]> Thu, 16 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2- minute episode Brian talks about the ROTH 401K and tax advantages. 

]]> investing, wealth, business, retirement, real estate, market analysis No Alternative Assets 333 333 Alternative Assets full 12125242-d283-4e46-8da6-89697f153b48 https://share.transistor.fm/s/e1d71828 In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets. 

]]> In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets. 

]]> Mon, 13 Feb 2023 15:28:41 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets. 

]]> investing, wealth, business, retirement, real estate, market analysis No Protected Assets 332 332 Protected Assets full e400ef08-1319-4f7e-a112-36604c38fc23 https://share.transistor.fm/s/640d12c4 In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments. 

]]> In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments. 

]]> Mon, 13 Feb 2023 15:26:46 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No Risk Assetts 331 331 Risk Assetts full c5e2a012-5e0b-45ac-91c9-654984ac7d4b https://share.transistor.fm/s/5a18a850 In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments. 

]]> In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments. 

]]> Mon, 13 Feb 2023 15:25:17 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments. 

]]> investing, wealth, business, retirement, real estate, market analysis No What Will Your Legacy Be? 330 330 What Will Your Legacy Be? full 0275f5a1-ceca-484f-be97-b8be0ef1250e https://share.transistor.fm/s/451bd5c6 In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement. 

]]> In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement. 

]]> Mon, 13 Feb 2023 15:13:22 -0800 Madrona Financial Services Madrona Financial Services 3163 In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement. 

]]> investing, wealth, business, retirement, real estate, market analysis No Why You Should NOT Be In The Zero Tax Bracket 329 329 Why You Should NOT Be In The Zero Tax Bracket full 6170f1b1-4ae4-4108-982b-8e5c1731a2b6 https://share.transistor.fm/s/2f377d16 Sat, 04 Feb 2023 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 1857 In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities. In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities. investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 328 328 Tax Free Investing In Retirement full 3e5f8d48-e9d3-45e5-bd68-755242a4017e https://share.transistor.fm/s/731a694b Fri, 03 Feb 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses which investments are tax-free in retirement. In this 2-minute episode Brian discusses which investments are tax-free in retirement. investing, wealth, business, retirement, real estate, market analysis No Tax According To Source Of Income 327 327 Tax According To Source Of Income full c52b2c28-0e6c-4f45-ad78-437e229797d1 https://share.transistor.fm/s/ed89b99a Mon, 30 Jan 2023 18:24:31 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how different sources of income are taxed. In this 2-minute episode Brian discusses how different sources of income are taxed. investing, wealth, business, retirement, real estate, market analysis No Planning For The Longer Living Spouse 326 326 Planning For The Longer Living Spouse full 5d478d98-0cb0-4e5f-969b-cbd4d9997100 https://share.transistor.fm/s/29d468c3 Mon, 30 Jan 2023 18:22:52 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how to financially plan for the surviving spouse. In this 2-minute episode Brian discusses how to financially plan for the surviving spouse. investing, wealth, business, retirement, real estate, market analysis No Cash Flow In Retirement 325 325 Cash Flow In Retirement full 6323d78b-59c2-4b4d-8911-45ed527d5bcc https://share.transistor.fm/s/7a5c6fdd Mon, 30 Jan 2023 18:21:41 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses where cash in retirement may come from. In this 2-minute episode Brian discusses where cash in retirement may come from. investing, wealth, business, retirement, real estate, market analysis No Do-It-Yourself Investing 324 324 Do-It-Yourself Investing full 6ddea27a-775a-49be-86c4-1d7a2069ae41 https://share.transistor.fm/s/85b4f66c Mon, 30 Jan 2023 18:20:49 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses why DIY investing may not be beneficial. In this 2-minute episode Brian discusses why DIY investing may not be beneficial. investing, wealth, business, retirement, real estate, market analysis No Portfolio Diversification 323 323 Portfolio Diversification full 0992b6e5-0c41-49af-8802-01feca9eb6fb https://share.transistor.fm/s/9a966d06 Mon, 30 Jan 2023 18:19:21 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what it means to diversify your portfolio. In this 2-minute episode Brian discusses what it means to diversify your portfolio. investing, wealth, business, retirement, real estate, market analysis No What To Do With Your 401K 322 322 What To Do With Your 401K full 74add7f4-5242-4a01-882c-6182b53dbcbb https://share.transistor.fm/s/436fabee Mon, 30 Jan 2023 18:02:30 -0800 Madrona Financial Services Madrona Financial Services 3055 In this episode Brian discusses tax season, what to do with your 401K when you retire, and ways to minimize taxes in retirement. In this episode Brian discusses tax season, what to do with your 401K when you retire, and ways to minimize taxes in retirement. investing, wealth, business, retirement, real estate, market analysis No Financial Portfolio Diversification 321 321 Financial Portfolio Diversification full 0e65b491-5c07-488f-a918-9dcf2de9c3c3 https://share.transistor.fm/s/9734125d Fri, 20 Jan 2023 14:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses how to diversify your portfolio. In this episode Brian discusses how to diversify your portfolio. investing, wealth, business, retirement, real estate, market analysis No The Purpose Of Your Investments 320 320 The Purpose Of Your Investments full 57a9e00a-23c9-435a-9cef-db53b7b09616 https://share.transistor.fm/s/002ead10 Thu, 19 Jan 2023 14:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses purposeful investing. In this episode Brian discusses purposeful investing. investing, wealth, business, retirement, real estate, market analysis No Bond Yields 319 319 Bond Yields full 3a64d92b-65f2-4533-afbb-f41fd053df4b https://share.transistor.fm/s/be59bf4b Wed, 18 Jan 2023 14:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses today's yields on bonds. In this episode Brian discusses today's yields on bonds. investing, wealth, business, retirement, real estate, market analysis No Cash and Cash Equivalents In Investing 318 318 Cash and Cash Equivalents In Investing full cdb38806-40cf-4201-bd86-79080d9b688d https://share.transistor.fm/s/51229616 Tue, 17 Jan 2023 14:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses safe money such as cash and cash equivalents. In this episode Brian discusses safe money such as cash and cash equivalents. investing, wealth, business, retirement, real estate, market analysis No A Flat Stock Market 317 317 A Flat Stock Market full 21151b5c-e272-475d-b818-1da9f149956a https://share.transistor.fm/s/c7ad75cc Mon, 16 Jan 2023 19:21:59 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses a flat stock market. In this episode Brian discusses a flat stock market. investing, wealth, business, retirement, real estate, market analysis No 1040 Tax Form Detective 316 316 1040 Tax Form Detective full 465d8c63-e17b-42ac-b0b6-3777bc5e588b https://share.transistor.fm/s/9a6f3299 Mon, 16 Jan 2023 19:20:45 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode Brian discusses things to look for on your 104o tax form that your CPA may miss and how to help your CPA and advisor work together for your benefit. In this episode Brian discusses things to look for on your 104o tax form that your CPA may miss and how to help your CPA and advisor work together for your benefit. investing, wealth, business, retirement, real estate, market analysis No 401 K Plans 315 315 401 K Plans full be0e5e4d-49d9-487a-a16c-91842061e9b0 https://share.transistor.fm/s/4be6de0d Mon, 16 Jan 2023 19:17:34 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses 401K Plans. In this episode Brian discusses 401K Plans. investing, wealth, business, retirement, real estate, market analysis No The Importance of Tax Planning 314 314 The Importance of Tax Planning full 2627a320-f9a4-450a-ae5c-9cba08556d3a https://share.transistor.fm/s/c10f195f Mon, 16 Jan 2023 19:17:02 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses tax planning all year round. In this episode Brian discusses tax planning all year round. investing, wealth, business, retirement, real estate, market analysis No Interest Rates On Your Investments 313 313 Interest Rates On Your Investments full 9a1bcd68-daad-4c4e-baeb-cfa779c3385f https://share.transistor.fm/s/b35b12be Mon, 16 Jan 2023 19:16:06 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses interest rates on your investments. In this episode Brian discusses interest rates on your investments. investing, wealth, business, retirement, real estate, market analysis No Inflation and Your Money 312 312 Inflation and Your Money full d90c66c0-4ec9-4bec-9a80-606d82ca5b37 https://share.transistor.fm/s/8259be22 Mon, 16 Jan 2023 19:15:13 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses the effects of inflation on your investments. In this episode Brian discusses the effects of inflation on your investments. investing, wealth, business, retirement, real estate, market analysis No Politics and Your Finances 311 311 Politics and Your Finances full 111b998a-6b79-40c6-97b8-0de5e5257ede https://share.transistor.fm/s/eab43857 Mon, 16 Jan 2023 19:14:02 -0800 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses how politics and your portfolio are intertwined. In this episode Brian discusses how politics and your portfolio are intertwined. investing, wealth, business, retirement, real estate, market analysis No 4 Flavors of Taxes 310 310 4 Flavors of Taxes full 5b033b1a-40e2-41d7-85a3-7eb84ca29bbc https://share.transistor.fm/s/a3ab59ac Mon, 16 Jan 2023 19:11:42 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt. In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt. investing, wealth, business, retirement, real estate, market analysis No Estate Planning 309 309 Estate Planning full 5f45f77a-2990-4cb5-9209-10699a645db3 https://share.transistor.fm/s/cd866341 Fri, 06 Jan 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what you need to know about estate planning. In this 2-minute episode Brian discusses what you need to know about estate planning. investing, wealth, business, retirement, real estate, market analysis No Where Your 401K Is Held 308 308 Where Your 401K Is Held full 0a4068e8-f9a4-41d6-98e1-5091bea36b55 https://share.transistor.fm/s/56e85ebf Thu, 05 Jan 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses where your 401K funds are held. In this 2-minute episode Brian discusses where your 401K funds are held. investing, wealth, business, retirement, real estate, market analysis No Compound Interest 306 306 Compound Interest full 87946abf-b882-49e0-872c-3b6acdd6d953 https://share.transistor.fm/s/10217724 Tue, 03 Jan 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how compound interest works. In this 2-minute episode Brian discusses how compound interest works. investing, wealth, business, retirement, real estate, market analysis No 1033 Exchange 305 305 1033 Exchange full f1ca81ea-8edc-4357-a223-65702a7e43f8 https://share.transistor.fm/s/302442f5 Mon, 02 Jan 2023 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the 1033 exchange - property that must be exchanged for another real estate asset due to natural disaster, being condemned or threat of being condemned, or seizure by eminent domain. In this 2-minute episode Brian discusses the 1033 exchange - property that must be exchanged for another real estate asset due to natural disaster, being condemned or threat of being condemned, or seizure by eminent domain. investing, wealth, business, retirement, real estate, market analysis No Step Up In Basis 307 307 Step Up In Basis full bc4eed27-5cf7-41f9-b6fe-148bc884dea8 https://share.transistor.fm/s/b5a11b8c Sun, 01 Jan 2023 16:29:37 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how step up in basis works. In this 2-minute episode Brian discusses how step up in basis works. investing, wealth, business, retirement, real estate, market analysis No Understanding Annuity Fees 304 304 Understanding Annuity Fees full 7f780dec-8ae7-489f-96ef-999b664f014a https://share.transistor.fm/s/2458e46a Sun, 01 Jan 2023 16:19:16 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode Brian discusses annuity fees, strategies for safe investing, fixed indexed annuities, and annuity payout options. In this episode Brian discusses annuity fees, strategies for safe investing, fixed indexed annuities, and annuity payout options. investing, wealth, business, retirement, real estate, market analysis No Investing In Target Date Funds 301 301 Investing In Target Date Funds full 37105a3c-f5ae-42bc-8e04-4082cf8c6c24 https://share.transistor.fm/s/54d8aebc Fri, 30 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses investing for the future with target date funds. In this 2-minute episode Brian discusses investing for the future with target date funds. investing, wealth, business, retirement, real estate, market analysis No Investing When You're Young 300 300 Investing When You're Young full 5b5c9202-0093-484b-80c0-be457a3c62a9 https://share.transistor.fm/s/a69aec31 Thu, 29 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the investment opportunities that exist for young people. In this 2-minute episode Brian discusses the investment opportunities that exist for young people. investing, wealth, business, retirement, real estate, market analysis No Social Security 299 299 Social Security full 67a2b50b-99a9-4b15-a6be-554c0a25a2d0 https://share.transistor.fm/s/f8e6dcb9 Wed, 28 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses how social security factors into your financial plan. In this 2-minute episode Brian discusses how social security factors into your financial plan. investing, wealth, business, retirement, real estate, market analysis No Mentoring With Wisdom 298 298 Mentoring With Wisdom full e26f55a7-e062-401a-b52c-215e00ab0772 https://share.transistor.fm/s/00a6b70c Tue, 27 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses being a mentor using the wisdom you've gained with experience. In this 2-minute episode Brian discusses being a mentor using the wisdom you've gained with experience. investing, wealth, business, retirement, real estate, market analysis No Current state of Madrona Financial and the Financial Planning Scene 303 303 Current state of Madrona Financial and the Financial Planning Scene full 6ccbf0da-a757-4feb-b4a4-64a1ffefcc23 https://share.transistor.fm/s/a2fba27d Mon, 26 Dec 2022 17:34:39 -0800 Madrona Financial Services Madrona Financial Services 2937 In this episode Brian discusses The services and products that have become available over the past 7 years, insurance products are more in demand, annuity rates are up, the Fed raising interest rates, recession, and a 5-year check list for retirement. In this episode Brian discusses The services and products that have become available over the past 7 years, insurance products are more in demand, annuity rates are up, the Fed raising interest rates, recession, and a 5-year check list for retirement. investing, wealth, business, retirement, real estate, market analysis No What Our Clients Are Talking To Us About 302 302 What Our Clients Are Talking To Us About full b5b66267-e01a-4a43-9193-8c14c202f953 https://share.transistor.fm/s/0e6c4ffa Mon, 26 Dec 2022 17:31:03 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode Brian discusses client concerns. Political decisions can indeed affect the economy, inflation, bonds and interest rates, taxes going up, what to do about market crashes, cash equivalents, portfolio adjustment, and the buy/hold strategy. In this episode Brian discusses client concerns. Political decisions can indeed affect the economy, inflation, bonds and interest rates, taxes going up, what to do about market crashes, cash equivalents, portfolio adjustment, and the buy/hold strategy. investing, wealth, business, retirement, real estate, market analysis No A Place For All Assets 297 297 A Place For All Assets full 14df6933-4b05-48d2-861e-8a09e10cea7a https://share.transistor.fm/s/c4851855 Mon, 26 Dec 2022 15:48:49 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses that there is a place for all different types of asset classes in your portfolio. In this 2-minute episode Brian discusses that there is a place for all different types of asset classes in your portfolio. investing, wealth, business, retirement, real estate, market analysis No Being Too Conservative 296 296 Being Too Conservative full 7a61b352-d5a8-41fd-a280-822df2425337 https://share.transistor.fm/s/54671eee Mon, 26 Dec 2022 15:46:29 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses not taking on enough risk to make good returns. In this 2-minute episode Brian discusses not taking on enough risk to make good returns. investing, wealth, business, retirement, real estate, market analysis No What's Your Number 295 295 What's Your Number full 362a5493-3769-4701-ad44-cdc5c500887c https://share.transistor.fm/s/c128cf65 Mon, 26 Dec 2022 15:44:43 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses spending as part of your financial planning process. In this 2-minute episode Brian discusses spending as part of your financial planning process. investing, wealth, business, retirement, real estate, market analysis No Longevity Risk 294 294 Longevity Risk full 1c3aa8f5-506b-403d-9095-e38e38dd67d2 https://share.transistor.fm/s/afa6d396 Mon, 26 Dec 2022 15:43:26 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the risk of outliving your money. In this 2-minute episode Brian discusses the risk of outliving your money. investing, wealth, business, retirement, real estate, market analysis No The Definition of Retirement 293 293 The Definition of Retirement full be30e590-19a3-4b9f-8fba-2a893fc97b37 https://share.transistor.fm/s/d855a751 Mon, 26 Dec 2022 15:41:50 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses what your retirement is going to look like in order to plan for it. In this 2-minute episode Brian discusses what your retirement is going to look like in order to plan for it. investing, wealth, business, retirement, real estate, market analysis No Listen To Your Inner Voice 292 292 Listen To Your Inner Voice full 436f4c79-328e-479a-ac8d-64069a03c1a4 https://share.transistor.fm/s/e98f03f4 Mon, 26 Dec 2022 15:40:02 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses listening to your own voice when it comes to thigs that are too good to be true. In this 2-minute episode Brian discusses listening to your own voice when it comes to thigs that are too good to be true. investing, wealth, business, retirement, real estate, market analysis No Investment Diversification 291 291 Investment Diversification full 388df819-a467-4681-92a2-6e4f657aa426 https://share.transistor.fm/s/3e450872 Fri, 16 Dec 2022 19:00:00 -0800 Madrona Financial Services Madrona Financial Services 61 In this 2-minute episode Brian discusses diversifying your investments. In this 2-minute episode Brian discusses diversifying your investments. investing, wealth, business, retirement, real estate, market analysis No The 5 Components Of Any Investment 290 290 The 5 Components Of Any Investment full 6af66d8d-ee46-489c-adfa-df62b90d0a78 https://share.transistor.fm/s/4e66b648 Thu, 15 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses 5 different components of any investment. In this 2-minute episode Brian discusses 5 different components of any investment. investing, wealth, business, retirement, real estate, market analysis No Dollar Cost Averaging 289 289 Dollar Cost Averaging full 752f585f-2ce2-4231-b261-e0aa7a656173 https://share.transistor.fm/s/6de7263c Wed, 14 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses dollar cost averaging and how to use it. In this 2-minute episode Brian discusses dollar cost averaging and how to use it. investing, wealth, business, retirement, real estate, market analysis No Investing In Precious Metals 288 288 Investing In Precious Metals full 16607c46-7205-487a-abd1-79763d68f25e https://share.transistor.fm/s/984bd412 Tue, 13 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses investing in gold and silver. In this 2-minute episode Brian discusses investing in gold and silver. investing, wealth, business, retirement, real estate, market analysis No 1040 Tax Form Treasure Hunt 287 287 1040 Tax Form Treasure Hunt full 257392dd-18bd-43f3-afcb-ac44298b9983 https://share.transistor.fm/s/c2fc25dc Sun, 11 Dec 2022 19:36:18 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what a CPA can see on your tax return that a preparer won’t In this 2-minute episode Brian discusses what a CPA can see on your tax return that a preparer won’t investing, wealth, business, retirement, real estate, market analysis No 2025 Tax Cuts Sunset 286 286 2025 Tax Cuts Sunset full 185c623b-f510-456c-87c5-fe57252c86c1 https://share.transistor.fm/s/5a0deccd Sun, 11 Dec 2022 19:33:06 -0800 Madrona Financial Services Madrona Financial Services 2835 In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Medicare premiums are affected by an inheritance, and buffered ETFs. In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Medicare premiums are affected by an inheritance, and buffered ETFs. investing, wealth, business, retirement, real estate, market analysis No The Best Investment You Can Make 285 285 The Best Investment You Can Make full de7fafab-2aef-499a-bfa5-83f9d4958e27 https://share.transistor.fm/s/9cb0753e Fri, 09 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute feature Brian discusses an overlooked investment that is the best one you can make. In this 2-minute feature Brian discusses an overlooked investment that is the best one you can make. investing, wealth, business, retirement, real estate, market analysis No The 7 Legged Retirement Stool 284 284 The 7 Legged Retirement Stool full 7407bab3-d89a-422a-8a8f-25af74564c16 https://share.transistor.fm/s/efa17495 Thu, 08 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute feature Brian discusses having 7 legs to your retirement stool. In this 2-minute feature Brian discusses having 7 legs to your retirement stool. investing, wealth, business, retirement, real estate, market analysis No Year End Tax Planning 283 283 Year End Tax Planning full 45990582-d145-4650-9fee-dee396293d0a https://share.transistor.fm/s/933a08d6 Wed, 07 Dec 2022 19:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute feature Brian discusses things to consider at year's end when planning taxes. In this 2-minute feature Brian discusses things to consider at year's end when planning taxes. investing, wealth, business, retirement, real estate, market analysis No Life Insurance On Both Spouses 282 282 Life Insurance On Both Spouses full 07485b46-47fb-4b17-8090-edc18a83c4c6 https://share.transistor.fm/s/d95efba3 Tue, 06 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses. In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses. investing, wealth, business, retirement, real estate, market analysis No Tax Efficient Investment Strategies 281 281 Tax Efficient Investment Strategies full 2b8b722b-7537-4e8a-953c-e0d4e76ecec0 https://share.transistor.fm/s/a2e462e6 Mon, 05 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute feature Brian discusses investment strategies that are tax efficient. In this 2-minute feature Brian discusses investment strategies that are tax efficient. investing, wealth, business, retirement, real estate, market analysis No Estate Planning Advice 280 280 Estate Planning Advice full da20294d-e29b-4c47-9361-268ac0003473 https://share.transistor.fm/s/4625bbc9 Sat, 03 Dec 2022 07:00:00 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode Brian discusses his new book, "The 7 Steps To A Successful Retirement" and Paul Grant, estate planning attorney is Brian's special guest. In this episode Brian discusses his new book, "The 7 Steps To A Successful Retirement" and Paul Grant, estate planning attorney is Brian's special guest. investing, wealth, business, retirement, real estate, market analysis No Older You Talking To Younger You 279 279 Older You Talking To Younger You full d74c7110-ca53-4151-a692-c1241ad18d3e https://share.transistor.fm/s/4cac92c9 Fri, 02 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses what the older, wiser you would say to the younger, more inexperienced you about investing. In this 2-minute episode Brian discusses what the older, wiser you would say to the younger, more inexperienced you about investing. investing, wealth, business, retirement, real estate, market analysis No Staying Invested 278 278 Staying Invested full 80ded3ea-bb1c-479b-917c-d190d24f5858 https://share.transistor.fm/s/2d8c92fc Thu, 01 Dec 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the importance of continuing to invest during all times. In this 2-minute episode Brian discusses the importance of continuing to invest during all times. investing, wealth, business, retirement, real estate, market analysis No The Challenges of Retiring Early 277 277 The Challenges of Retiring Early full f19d184c-30e9-4f53-af51-3a415feb2a9d https://share.transistor.fm/s/2e422e2a Wed, 30 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of. In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of. investing, wealth, business, retirement, real estate, market analysis No Pension Alternatives 276 276 Pension Alternatives full 58d10db6-2144-4a93-9eca-5047a3925009 https://share.transistor.fm/s/fc451c24 Tue, 29 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses alternatives to receiving a monthly pension. In this 2-minute episode Brian discusses alternatives to receiving a monthly pension. investing, wealth, business, retirement, real estate, market analysis No Non-Taxable Income 275 275 Non-Taxable Income full ff4f1c7e-db05-499c-a088-33a9d5326748 https://share.transistor.fm/s/37b35d18 Mon, 28 Nov 2022 12:43:25 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses income sources that are non-taxable In this 2-minute episode Brian discusses income sources that are non-taxable investing, wealth, business, retirement, real estate, market analysis No Year-End Tax Planning and The Solvency of Social Security and Medicare. 274 274 Year-End Tax Planning and The Solvency of Social Security and Medicare. full f2d6d30d-8df9-4af4-8d4b-ce542c18f39b https://share.transistor.fm/s/85b03e9b Mon, 28 Nov 2022 12:38:26 -0800 Madrona Financial Services Madrona Financial Services 3209 In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare. In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare. investing, wealth, business, retirement, real estate, market analysis No 30 Important Decisions 273 273 30 Important Decisions full 3f5613ad-87dc-4045-a7c2-540e0c956ebd https://share.transistor.fm/s/1c09cc59 Fri, 25 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success. In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success. investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 272 272 Tax Free Investing In Retirement full e253d2fd-de8b-4f6b-99df-8fc63160723c https://share.transistor.fm/s/fb0099bc Thu, 24 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses investments in retirement that are tax free. In this 2-minute episode Brian discusses investments in retirement that are tax free. investing, wealth, business, retirement, real estate, market analysis No The Definition Of Retirement 269 269 The Definition Of Retirement full 86f662f0-7bdc-4803-a567-9ecef954eefc https://share.transistor.fm/s/e0b68f6e Wed, 23 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 123 In this 2-minute episode Brian discusses the changing definition of retirement. In this 2-minute episode Brian discusses the changing definition of retirement. investing, wealth, business, retirement, real estate, market analysis No Being Too Conservative With Your Investments 271 271 Being Too Conservative With Your Investments full 7635202b-8503-40a3-8979-f2c16548376b https://share.transistor.fm/s/97504d6e Tue, 22 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses not taking enough risk with your investments. In this 2-minute episode Brian discusses not taking enough risk with your investments. investing, wealth, business, retirement, real estate, market analysis No Estate Planning 270 270 Estate Planning full 5cf3718a-1db4-444a-bb22-74eb0f996862 https://share.transistor.fm/s/85553180 Mon, 21 Nov 2022 16:36:28 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses passing on your legacy financially. In this 2-minute episode Brian discusses passing on your legacy financially. investing, wealth, business, retirement, real estate, market analysis No Client Concerns 266 266 Client Concerns full 902fa673-62b1-4b11-b2fa-d80679cefd4e https://share.transistor.fm/s/d6faa840 Mon, 21 Nov 2022 16:25:24 -0800 Madrona Financial Services Madrona Financial Services 3289 In this episode, Brian discusses questions and concerns his clients have. In this episode, Brian discusses questions and concerns his clients have. investing, wealth, business, retirement, real estate, market analysis No Sources of Investment Advice 265 265 Sources of Investment Advice full f40d780c-338c-42fc-9251-3033efb507f8 https://share.transistor.fm/s/50fd0772 Fri, 18 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses where you get your investment advice and considering the source. In this 2-minute episode Brian discusses where you get your investment advice and considering the source. investing, wealth, business, retirement, real estate, market analysis No Investment Diversification 264 264 Investment Diversification full 6ec59a59-3b31-4e93-afb2-c9cd735ed63f https://share.transistor.fm/s/da237f74 Thu, 17 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the importance of portfolio diversification. In this 2-minute episode Brian discusses the importance of portfolio diversification. investing, wealth, business, retirement, real estate, market analysis No Life Insurance 263 263 Life Insurance full d97788e7-58ca-4231-8019-86b1e24c7633 https://share.transistor.fm/s/ca5e63ed Wed, 16 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance. In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance. investing, wealth, business, retirement, real estate, market analysis No Trusts - It Takes A Village 262 262 Trusts - It Takes A Village full cf374854-7dcd-42ab-9900-874844a6137a https://share.transistor.fm/s/a37c1b53 Tue, 15 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses the steps you need to take to implement your trust. In this 2-minute episode Brian discusses the steps you need to take to implement your trust. investing, wealth, business, retirement, real estate, market analysis No Trusts 261 261 Trusts full 5acd9066-6b55-48e3-aab7-4fb3234a0e39 https://share.transistor.fm/s/c4f99a6d Mon, 14 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the use of trusts in an estate plan. In this 2-minute episode Brian discusses the use of trusts in an estate plan. investing, wealth, business, retirement, real estate, market analysis No Residential or Second Home Sale Gains 260 260 Residential or Second Home Sale Gains full 2c5b6ef8-db86-4c83-ac77-3223c1b47a88 https://share.transistor.fm/s/88fbd7d5 Sun, 13 Nov 2022 16:45:56 -0800 Madrona Financial Services Madrona Financial Services 2782 In this episode Brian discusses the gains made on a residential or second home, the importance of a registered investment advisor and a CPA working together, income distribution strategies for tax bracket purposes, and Roth conversions. In this episode Brian discusses the gains made on a residential or second home, the importance of a registered investment advisor and a CPA working together, income distribution strategies for tax bracket purposes, and Roth conversions. investing, wealth, business, retirement, real estate, market analysis No Passive Real Estate 259 259 Passive Real Estate full d6154013-024d-4a51-9ceb-188aa01eb822 https://share.transistor.fm/s/4da93768 Fri, 11 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses investing in passively-owned real estate. In this 2-minute episode Brian discusses investing in passively-owned real estate. investing, wealth, business, retirement, real estate, market analysis No Boeing Pension Plan Decision 258 258 Boeing Pension Plan Decision full 236762c7-890b-48b2-8692-879f0b6dcb55 https://share.transistor.fm/s/efbaac0b Thu, 10 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses making the right decision with a Boeing Lump Sum distribution of your pension plan. In this 2-minute episode Brian discusses making the right decision with a Boeing Lump Sum distribution of your pension plan. investing, wealth, business, retirement, real estate, market analysis No Fixed Index Annuity With A Cap 257 257 Fixed Index Annuity With A Cap full a4652446-2dc7-471d-8a1b-8dfab25f08a0 https://share.transistor.fm/s/772b419e Wed, 09 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the fixed index annuity with a cap. In this 2-minute episode Brian discusses the fixed index annuity with a cap. investing, wealth, business, retirement, real estate, market analysis No Fixed Annuities 256 256 Fixed Annuities full 2eb9673e-1cc9-4032-9089-ab70036f7c76 https://share.transistor.fm/s/da4907ad Tue, 08 Nov 2022 12:00:00 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the attributes of fixed annuities. In this 2-minute episode Brian discusses the attributes of fixed annuities. investing, wealth, business, retirement, real estate, market analysis No The Psychology of Stock Market Investing 255 255 The Psychology of Stock Market Investing full a214b97b-b02d-4c5d-95d2-40a375428581 https://share.transistor.fm/s/d1f364b9 Mon, 07 Nov 2022 18:51:37 -0800 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the way people think about their investments in the stock market. In this 2-minute episode Brian discusses the way people think about their investments in the stock market. investing, wealth, business, retirement, real estate, market analysis No Meet Joel Maher of Madrona Financial and CPA's 254 254 Meet Joel Maher of Madrona Financial and CPA's full 0490af34-6c76-44e9-ab00-e28e613160af https://share.transistor.fm/s/63b50ed9 Mon, 07 Nov 2022 18:45:45 -0800 Madrona Financial Services Madrona Financial Services 3143 In this episode Brian talks with Joel Maher, partner and advisor at Madrona Financial and CPA's. Brian and Joel discuss annuities among other things. In this episode Brian talks with Joel Maher, partner and advisor at Madrona Financial and CPA's. Brian and Joel discuss annuities among other things. investing, wealth, business, retirement, real estate, market analysis No Fixed Index Annuities 253 253 Fixed Index Annuities full 1d766391-bf75-427f-a3bd-44df46bb37c1 https://share.transistor.fm/s/3886e6af Fri, 04 Nov 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the use of fixed index annuities. In this 2-minute episode Brian discusses the use of fixed index annuities. investing, wealth, business, retirement, real estate, market analysis No Taking Advantage of Today's High Interest Rates 252 252 Taking Advantage of Today's High Interest Rates full 5034dfce-5ccb-4917-89f6-ad05e7da88f9 https://share.transistor.fm/s/004c8a05 Thu, 03 Nov 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses a locked-cap on a fixed index annuity to take advantage of today's high interest rates. In this 2-minute episode Brian discusses a locked-cap on a fixed index annuity to take advantage of today's high interest rates. investing, wealth, business, retirement, real estate, market analysis No Bond Substitutes 251 251 Bond Substitutes full 94a17d52-3aaf-4670-9bde-762b63ce7567 https://share.transistor.fm/s/37c7cdc3 Wed, 02 Nov 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses substitutes for bonds. In this 2-minute episode Brian discusses substitutes for bonds. investing, wealth, business, retirement, real estate, market analysis No Madrona Investment Options 250 250 Madrona Investment Options full dcd00b5f-ef1b-4071-a32d-335753f0a5ab https://share.transistor.fm/s/63ae3d86 Tue, 01 Nov 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio. In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio. investing, wealth, business, retirement, real estate, market analysis No Boeing Pension Decision 249 249 Boeing Pension Decision full d53da8ab-10ef-4503-83f2-3eb631c109d3 https://share.transistor.fm/s/dad3c104 Mon, 31 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 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. investing, wealth, business, retirement, real estate, market analysis No Tax Advantaged Investment Strategies 248 248 Tax Advantaged Investment Strategies full 1bfcb781-3cc3-45ab-a680-4aff30ddcf12 https://share.transistor.fm/s/09792ba1 Sat, 29 Oct 2022 12:17:21 -0700 Madrona Financial Services Madrona Financial Services 2857 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 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 investing, wealth, business, retirement, real estate, market analysis No You Can't Take It With You. 247 247 You Can't Take It With You. full b62a02cc-5bb2-46d4-bd85-a015fa27a54b https://share.transistor.fm/s/338d6fcc Fri, 28 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 making sure your estate plan accounts for successfully passing down wealth. investing, wealth, business, retirement, real estate, market analysis No Staging A Business For Sale 246 246 Staging A Business For Sale full 2b2afe01-3f46-432b-9bc4-f70617fc34b9 https://share.transistor.fm/s/68d24f81 Thu, 27 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 staging a business for sale the way you would a house. investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 245 245 Tax Free Investing In Retirement full 9c06b328-4eac-4d5a-b2dc-a78e1bea42f2 https://share.transistor.fm/s/c464f974 Wed, 26 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses using investments in retirement that are tax free. In this 2-minute episode Brian discusses using investments in retirement that are tax free. investing, wealth, business, retirement, real estate, market analysis No Lifetime Cash Flow Annuities 244 244 Lifetime Cash Flow Annuities full 9ba88815-2d16-476a-bfed-ccf42b004005 https://share.transistor.fm/s/e71cc8ef Tue, 25 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 using an annuity as a tool to create lifetime cash flow. investing, wealth, business, retirement, real estate, market analysis No We're All Busy 243 243 We're All Busy full 2cd2d7a0-96ac-4ca9-99ce-dad0b56cb88a https://share.transistor.fm/s/f16577bf Mon, 24 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 123 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 2-minute episode Brian discusses the fact that too many people neglect getting a valuable free financial plan using the excuse of being busy. investing, wealth, business, retirement, real estate, market analysis No Guide To The Markets Part Two 242 242 Guide To The Markets Part Two full c60f2d3f-57ec-44cb-9cfe-6327d1714184 https://share.transistor.fm/s/63bd9fb5 Sun, 23 Oct 2022 17:56:59 -0700 Madrona Financial Services Madrona Financial Services 2932 In this episode Brian discusses the remaining sectors of the markets for the 3rd quarter of 2022. In this episode Brian discusses the remaining sectors of the markets for the 3rd quarter of 2022. investing, wealth, business, retirement, real estate, market analysis No Financial Planning For Women 241 241 Financial Planning For Women full 59c4ef6d-5cc9-4cf2-b875-38e7de44627b https://share.transistor.fm/s/16a1d88a Fri, 21 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses planning that take into account the financial needs specific to women. In this episode Brian discusses planning that take into account the financial needs specific to women. investing, wealth, business, retirement, real estate, market analysis No The Perfect Portfolio 240 240 The Perfect Portfolio full b70493bb-614a-438c-99aa-e3f6f33f4730 https://share.transistor.fm/s/3a95e9c3 Thu, 20 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses the elements that would make up the theoretical perfect portfolio. In this episode Brian discusses the elements that would make up the theoretical perfect portfolio. investing, wealth, business, retirement, real estate, market analysis No Investing With The Older You In Mind 239 239 Investing With The Older You In Mind full 967073f4-2ab2-48f0-a803-a2f6cc8a39e1 https://share.transistor.fm/s/677d0aba Wed, 19 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses investing strategies picturing you older and looking back. In this episode Brian discusses investing strategies picturing you older and looking back. investing, wealth, business, retirement, real estate, market analysis No Cash Flow In Retirement 238 238 Cash Flow In Retirement full 34b68c80-d5f0-4e42-a386-94f37085f23b https://share.transistor.fm/s/b96bc518 Tue, 18 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this episode Brian discusses how inflation factors into cash flow in retirement. In this episode Brian discusses how inflation factors into cash flow in retirement. investing, wealth, business, retirement, real estate, market analysis No Is A Million Dollars Enough In Retirement? 237 237 Is A Million Dollars Enough In Retirement? full af9b6aeb-8c25-468c-9fe1-49e09c7ef9cd https://share.transistor.fm/s/a8783b02 Mon, 17 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses whether you could sustain your lifestyle on a million dollars in retirement. In this episode Brian discusses whether you could sustain your lifestyle on a million dollars in retirement. investing, wealth, business, retirement, real estate, market analysis No Boeing Pension Decision and The Third Quarter Guide To The Market. 236 236 Boeing Pension Decision and The Third Quarter Guide To The Market. full 6c63c9d8-2dae-4848-8795-64e13d119dc3 https://share.transistor.fm/s/965f3d50 Sun, 16 Oct 2022 12:34:13 -0700 Madrona Financial Services Madrona Financial Services 2881 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 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. investing, wealth, business, retirement, real estate, market analysis No Tax Free Investing In Retirement 235 235 Tax Free Investing In Retirement full 31ff8fda-977c-4ee3-9c15-ea6c94dbfe4a https://share.transistor.fm/s/e73b59cd Fri, 14 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses investing in financial products that have no tax burden in retirement. In this 2-minute episode Brian discusses investing in financial products that have no tax burden in retirement. investing, wealth, business, retirement, real estate, market analysis No Collaborating With Your CPA 234 234 Collaborating With Your CPA full c20bd63d-a02e-4dc0-978b-35bbe82ee665 https://share.transistor.fm/s/9c6aabb9 Thu, 13 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses Madrona Financial and CPAs working with your existing CPA firm. In this 2-minute episode Brian discusses Madrona Financial and CPAs working with your existing CPA firm. investing, wealth, business, retirement, real estate, market analysis No Pension Alternatives 233 233 Pension Alternatives full dee825fb-aad0-45ee-aae5-a695cf090872 https://share.transistor.fm/s/0d31046c Wed, 12 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses alternatives to a pension that can provide monthly income. In this 2-minute episode Brian discusses alternatives to a pension that can provide monthly income. investing, wealth, business, retirement, real estate, market analysis No The 5 Components Of Nay Investment 232 232 The 5 Components Of Nay Investment full 12daba2d-835f-4b8c-bd11-cb9da7903fb8 https://share.transistor.fm/s/6b7efe67 Tue, 11 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses 5 things that the best investments should have. In this 2-minute episode Brian discusses 5 things that the best investments should have. investing, wealth, business, retirement, real estate, market analysis No Outside The Box Investments 231 231 Outside The Box Investments full 95d34d40-77b1-48bb-8193-1d74c49d7628 https://share.transistor.fm/s/17d11fe6 Mon, 10 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses investments that are not typical but can have good results. In this episode Brian discusses investments that are not typical but can have good results. investing, wealth, business, retirement, real estate, market analysis No Investing With Purpose In Mind 230 230 Investing With Purpose In Mind full 324398e8-5829-4f02-ba9d-cc8b30e9fe75 https://share.transistor.fm/s/7a85e34f Sat, 08 Oct 2022 20:06:52 -0700 Madrona Financial Services Madrona Financial Services 3091 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 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. investing, wealth, business, retirement, real estate, market analysis No 30 Important Decisions in Life 229 229 30 Important Decisions in Life full c3768987-0e8c-4a98-a451-04a4a516526c https://share.transistor.fm/s/c1987926 Fri, 07 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses that there are about 30 decisions to make in life. In this 2-minute episode Brian discusses that there are about 30 decisions to make in life. investing, wealth, business, retirement, real estate, market analysis No Different Ways To Own Real Estate 228 228 Different Ways To Own Real Estate full 3a957f5e-5ba6-4033-ac35-96afeaac1ee6 https://share.transistor.fm/s/ee732993 Thu, 06 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses the various ways to invest in real estate. In this 2-minute episode Brian discusses the various ways to invest in real estate. investing, wealth, business, retirement, real estate, market analysis No When To Pay Taxes 227 227 When To Pay Taxes full ba68abfa-335a-4122-b279-72a31774c6cc https://share.transistor.fm/s/28bb2d9d Wed, 05 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the timing of paying taxes to pay them in the lowest marginal tax rate. In this 2-minute episode Brian discusses the timing of paying taxes to pay them in the lowest marginal tax rate. investing, wealth, business, retirement, real estate, market analysis No Tax According To Source Of Income 226 226 Tax According To Source Of Income full 01e1b5bf-4988-4ba9-8fd8-a124ed619be2 https://share.transistor.fm/s/510ecbd1 Wed, 05 Oct 2022 09:14:06 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses taxes owed according to the source of income. In this 2-minute episode Brian discusses taxes owed according to the source of income. investing, wealth, business, retirement, real estate, market analysis No CPA Advice 225 225 CPA Advice full 76ca977b-15ac-4c19-a9e5-9fa3f0bcf302 https://share.transistor.fm/s/4897c4f1 Mon, 03 Oct 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the importance of tax planning being combined with investment advice. In this 2-minute episode Brian discusses the importance of tax planning being combined with investment advice. investing, wealth, business, retirement, real estate, market analysis No Will The Financial Ride Get Bumpier 224 224 Will The Financial Ride Get Bumpier full 77233dea-bfa2-4dac-b8f0-d08c1a86eb22 https://share.transistor.fm/s/2d3315eb Mon, 03 Oct 2022 08:37:27 -0700 Madrona Financial Services Madrona Financial Services 2940 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 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. investing, wealth, business, retirement, real estate, market analysis No The 7 - Legged Retirement Stool 223 223 The 7 - Legged Retirement Stool full 45f723b8-16ff-48dc-8a91-8e48f3939d4b https://share.transistor.fm/s/094ad5e8 Fri, 30 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses 7 possible sources of income in retirement. In this 2-minute episode Brian discusses 7 possible sources of income in retirement. investing, wealth, business, retirement, real estate, market analysis No Household Wealth Changes 222 222 Household Wealth Changes full 0e1035d9-dcac-4ff3-a5e5-975dbfda6f31 https://share.transistor.fm/s/8a8113ba Thu, 29 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses household wealth changes pre-pandemic to today. In this 2-minute episode Brian discusses household wealth changes pre-pandemic to today. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Inflation 219 219 Retirement Mistakes - Inflation full b4d5ce8c-7894-4bc8-b22b-daf94d515039 https://share.transistor.fm/s/e454f8de Tue, 27 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 123 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 the rising cost of goods and services - inflation. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Taxes 218 218 Retirement Mistakes - Taxes full a5ae4d5a-7e32-4e3e-860b-487bb82301de https://share.transistor.fm/s/fecac994 Mon, 26 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 income taxes. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Social Security Maximization 221 221 Retirement Mistakes - Social Security Maximization full ae0fcced-81a3-403b-8bb4-caf3d21c8ea3 https://share.transistor.fm/s/c20143a8 Sun, 25 Sep 2022 21:33:15 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security. In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Social Security Maximization 220 220 Retirement Mistakes - Social Security Maximization full f0ec4152-8630-4078-b215-6e107630ada9 https://share.transistor.fm/s/6eea71a4 Sun, 25 Sep 2022 21:30:20 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security. In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security. investing, wealth, business, retirement, real estate, market analysis No Tax Rates, Roth vs 401K, Annuity Crediting, and Important Ages 217 217 Tax Rates, Roth vs 401K, Annuity Crediting, and Important Ages full 86062ea0-971e-4223-94d6-5692617f8730 https://share.transistor.fm/s/cef03be6 Sun, 25 Sep 2022 21:24:16 -0700 Madrona Financial Services Madrona Financial Services 3353 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 episode Brian discusses important ages in your financial life, Roth vs 401K, Annuity crediting, and income tax rates on different types of gains. investing, wealth, business, retirement, real estate, market analysis No Alternative Investments 216 216 Alternative Investments full e7354543-9336-4ec0-94f4-9d9c3fe1b207 https://share.transistor.fm/s/64e9351f Fri, 23 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses alternatives to stocks, bonds, and CDs. In this 2-minute episode Brian discusses alternatives to stocks, bonds, and CDs. investing, wealth, business, retirement, real estate, market analysis No Medicare Supplement Costs 215 215 Medicare Supplement Costs full 17b1b82b-c21b-4169-99a2-54051975bb26 https://share.transistor.fm/s/f27b9440 Thu, 22 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 132 In this 2-minute episode Brian discusses the costs associated with Medicare supplements. In this 2-minute episode Brian discusses the costs associated with Medicare supplements. investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions (RMDs) 214 214 Required Minimum Distributions (RMDs) full e31b9c09-bae8-4e67-ae59-656c98eaa166 https://share.transistor.fm/s/0b81b0b7 Wed, 21 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 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 about required minimum distributions. investing, wealth, business, retirement, real estate, market analysis No Selling Investment Real Estate 213 213 Selling Investment Real Estate full d13a75f7-693c-45bf-b04b-97fc5c8ea668 https://share.transistor.fm/s/64e05e79 Tue, 20 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 what you need to know when selling real estate bought as an investment. investing, wealth, business, retirement, real estate, market analysis No 30 Important Decisions In Life 212 212 30 Important Decisions In Life full c6511750-4ab1-4c45-8694-e1c8a163c984 https://share.transistor.fm/s/c23f9d85 Mon, 19 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right. In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right. investing, wealth, business, retirement, real estate, market analysis No Investing In Passive Real Estate Using A DST. 211 211 Investing In Passive Real Estate Using A DST. full f6020ad2-a811-4489-9fd0-77a0b887fa30 https://share.transistor.fm/s/541c1a6c Sun, 18 Sep 2022 15:09:46 -0700 Madrona Financial Services Madrona Financial Services 3044 In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust. In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust. investing, wealth, business, retirement, real estate, market analysis No Prioritizing Your Wealth 210 210 Prioritizing Your Wealth full 5cb04ad9-fbe0-4138-b02d-7de08786baca https://share.transistor.fm/s/df1b0d88 Fri, 16 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses prioritizing your wealth so it fulfills its purpose. In this 2-minute episode Brian discusses prioritizing your wealth so it fulfills its purpose. investing, wealth, business, retirement, real estate, market analysis No Investing In Precious Metals 209 209 Investing In Precious Metals full 91b9719b-0372-4c66-b5c3-bec73b11bae2 https://share.transistor.fm/s/9058c9c7 Thu, 15 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses whether investing in precious metals such as gold and silver is a wise choice. In this 2-minute episode Brian discusses whether investing in precious metals such as gold and silver is a wise choice. investing, wealth, business, retirement, real estate, market analysis No Dollar Cost Averaging 208 208 Dollar Cost Averaging full d25a49d0-798d-47d0-8cc9-55481f6e379b https://share.transistor.fm/s/65b5e74f Wed, 14 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses dollar cost averaging - the practice of investing a fixed amount o a regular basis regardless of share price. In this 2-minute episode Brian discusses dollar cost averaging - the practice of investing a fixed amount o a regular basis regardless of share price. investing, wealth, business, retirement, real estate, market analysis No Creative Destruction 207 207 Creative Destruction full 4b0bf618-7c48-4584-9521-08244daac522 https://share.transistor.fm/s/99f5f7a5 Tue, 13 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 122 In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive. In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive. investing, wealth, business, retirement, real estate, market analysis No 1040 Treasure Hunt 206 206 1040 Treasure Hunt full d96397db-bb72-461c-98c7-e4cb703eca36 https://share.transistor.fm/s/0f484145 Mon, 12 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form. In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form. investing, wealth, business, retirement, real estate, market analysis No Stock Market Rallies - Are They Real? 205 205 Stock Market Rallies - Are They Real? full 77cabcd6-98dc-4f86-8566-838dc3255cdf https://share.transistor.fm/s/37515ae9 Sat, 10 Sep 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3095 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 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. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Social Security 204 204 Retirement Mistakes - Social Security full 650faee6-5d7a-4c13-bb78-7a7bded482da https://share.transistor.fm/s/3589fb12 Fri, 09 Sep 2022 15:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-Minute episode Brian discusses maximizing social security. In this 2-Minute episode Brian discusses maximizing social security. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Inflation 203 203 Retirement Mistakes - Inflation full e008034e-7752-4aab-afa9-1ccab8b3a933 https://share.transistor.fm/s/f8a8018b Thu, 08 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-Minute episode Brian discusses the effects of inflation in retirement. In this 2-Minute episode Brian discusses the effects of inflation in retirement. investing, wealth, business, retirement, real estate, market analysis No Retirement Mistakes - Taxes 202 202 Retirement Mistakes - Taxes full f8392e4d-f5b1-4e87-b266-07a3eafc63ef https://share.transistor.fm/s/732925e3 Wed, 07 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-Minute episode Brian discusses making a retirement mistake involving income taxes. In this 2-Minute episode Brian discusses making a retirement mistake involving income taxes. investing, wealth, business, retirement, real estate, market analysis No The Size of the Market Sectors 201 201 The Size of the Market Sectors full 9cf9fddb-e9bc-4b0a-96ef-9aad6b4d9716 https://share.transistor.fm/s/23dc48de Tue, 06 Sep 2022 15:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-Minute episode Brian discusses the relative size of different sectors of the market. In this 2-Minute episode Brian discusses the relative size of different sectors of the market. investing, wealth, business, retirement, real estate, market analysis No Selling Investment Real Estate 200 200 Selling Investment Real Estate full f16ac98a-6205-4f88-b255-df68fd3695ea https://share.transistor.fm/s/7ae551a4 Mon, 05 Sep 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 2-Minute episode Brian discusses selling actively managed real estate and getting into passive real estate using a Delaware Statutory Trust. investing, wealth, business, retirement, real estate, market analysis No False Market Rallies 199 199 False Market Rallies full c028cde4-868a-490b-bf01-0c634a082189 https://share.transistor.fm/s/c743feb9 Sat, 03 Sep 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 2972 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 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. investing, wealth, business, retirement, real estate, market analysis No Estatate Tax 198 198 Estatate Tax full e8f2fc2b-bf4c-451d-83d1-86058e08b159 https://share.transistor.fm/s/219bcf6c Fri, 26 Aug 2022 17:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses the basics of estate taxes. In this 2-minute episode Brian discusses the basics of estate taxes. investing, wealth, business, retirement, real estate, market analysis No The Section 1035 Exchange 197 197 The Section 1035 Exchange full 7324c253-da30-4fac-b2b3-fdfcb97c6e7e https://share.transistor.fm/s/e6b3d3eb Thu, 25 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange. In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange. investing, wealth, business, retirement, real estate, market analysis No Premium Finance Life Insurance 196 196 Premium Finance Life Insurance full 9cc0a7b1-4038-45d9-902f-30cf665d3571 https://share.transistor.fm/s/caa15341 Wed, 24 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 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 unique concept of premium finance life insurance and who it's right for. investing, wealth, business, retirement, real estate, market analysis No When Can I Retire 195 195 When Can I Retire full a1c90506-0863-44e6-80e5-c8df7f32b34c https://share.transistor.fm/s/fe59db30 Tue, 23 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses how to determine when you can actually retire. In this 2-minute episode Brian discusses how to determine when you can actually retire. investing, wealth, business, retirement, real estate, market analysis No Passive Real Estate 194 194 Passive Real Estate full 5f3d7b91-481b-46a1-9f91-a17474a82666 https://share.transistor.fm/s/6203b33d Mon, 22 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 125 In this 2-minute episode Brian discusses the choices to consider in passive real estate investing. In this 2-minute episode Brian discusses the choices to consider in passive real estate investing. investing, wealth, business, retirement, real estate, market analysis No All About Annuities 193 193 All About Annuities full d6cdece0-8727-4782-b1a2-4899c7afddb0 https://share.transistor.fm/s/d8b9a6e8 Sat, 20 Aug 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 2924 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 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. investing, wealth, business, retirement, real estate, market analysis No Annuity Crediting Options 192 192 Annuity Crediting Options full 7e4b37b0-7aa3-4f6f-9dab-33697d3e7589 https://share.transistor.fm/s/98483a18 Fri, 19 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses the different ways your annuities can be credited. In this 2-minute episode Brian discusses the different ways your annuities can be credited. investing, wealth, business, retirement, real estate, market analysis No Business Structures 191 191 Business Structures full 6b84c18d-66bc-4545-9844-8f76fab583f0 https://share.transistor.fm/s/ffc548cf Thu, 18 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses the different structures you can use for your business. In this 2-minute episode Brian discusses the different structures you can use for your business. investing, wealth, business, retirement, real estate, market analysis No The Financial Toolbox 190 190 The Financial Toolbox full 5022d593-cab0-46da-9632-dc160ee192e1 https://share.transistor.fm/s/ea941c41 Wed, 17 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal. In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal. investing, wealth, business, retirement, real estate, market analysis No Market Sector Sizes 189 189 Market Sector Sizes full 4807a613-ea96-4ec0-a09f-09d7c450ce6a https://share.transistor.fm/s/3152aaaa Tue, 16 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market. In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market. investing, wealth, business, retirement, real estate, market analysis No Pension Decisions 188 188 Pension Decisions full 3daa36f7-ac0f-496f-89d2-3163a170a185 https://share.transistor.fm/s/b37f9dcd Mon, 15 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses the different ways to take a pension payout. In this episode Brian discusses the different ways to take a pension payout. investing, wealth, business, retirement, real estate, market analysis No Taxes 187 187 Taxes full 66a26db2-f4de-47fb-90d9-0235d27b3565 https://share.transistor.fm/s/d8633791 Sat, 13 Aug 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 2977 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 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. investing, wealth, business, retirement, real estate, market analysis No Proritizing Your Wealth 186 186 Proritizing Your Wealth full 40e64543-b63d-47b2-830a-4d35afa83a4a https://share.transistor.fm/s/eed7ce6f Fri, 12 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose. In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose. investing, wealth, business, retirement, real estate, market analysis No Long Term Care Policies 185 185 Long Term Care Policies full 08d8b403-9386-4966-ad50-8462ab5740d4 https://share.transistor.fm/s/5af970f0 Thu, 11 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode, Brian discusses whether you should keep your long-term care policy. In this 2-minute episode, Brian discusses whether you should keep your long-term care policy. investing, wealth, business, retirement, real estate, market analysis No Should You Pay Off Your Mortgage 184 184 Should You Pay Off Your Mortgage full 01b11805-8832-4821-a61d-a89bdaaef736 https://share.transistor.fm/s/9f94a84a Wed, 10 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode, Brian discusses considerations of paying off your mortgage. In this 2-minute episode, Brian discusses considerations of paying off your mortgage. investing, wealth, business, retirement, real estate, market analysis No Cash and Cash Equivalents 183 183 Cash and Cash Equivalents full 2be8daee-b51c-43d3-a8d5-fe0a4e1ce409 https://share.transistor.fm/s/a71def59 Tue, 09 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities. In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities. investing, wealth, business, retirement, real estate, market analysis No Adjusting Your Retirement Portfolio 182 182 Adjusting Your Retirement Portfolio full 8dd5cb7d-ca0d-4ae8-a55a-9e1191eed0b8 https://share.transistor.fm/s/7e10bc5b Mon, 08 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio. In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio. investing, wealth, business, retirement, real estate, market analysis No Am I OK To Retire? 181 181 Am I OK To Retire? full 48668aab-ea8b-4f10-91a6-2ed6e5e05ad8 https://share.transistor.fm/s/20ec0cb1 Sat, 06 Aug 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3123 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. 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. investing, wealth, business, retirement, real estate, market analysis No How To Handle Risk Tolerance Among Couples 179 179 How To Handle Risk Tolerance Among Couples full 75455f12-31a2-46de-8b3f-b3b14f1d7249 https://share.transistor.fm/s/0024dc58 Fri, 05 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses handling risk tolerance when couples have different thresholds. In this episode Brian discusses handling risk tolerance when couples have different thresholds. investing, wealth, business, retirement, real estate, market analysis No What Investments Can Combat Inflation 178 178 What Investments Can Combat Inflation full cfcd7a92-a522-4d22-a979-3df76911c4d6 https://share.transistor.fm/s/6c1d9bc3 Thu, 04 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses investment that can combat inflation. In this episode Brian discusses investment that can combat inflation. investing, wealth, business, retirement, real estate, market analysis No Selling Your Principal Residence or Renting It Out 177 177 Selling Your Principal Residence or Renting It Out full 6258fc91-fc0b-4cec-9dcc-207dad385b25 https://share.transistor.fm/s/740afec2 Wed, 03 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it. In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it. investing, wealth, business, retirement, real estate, market analysis No Pulling From Your Principal In Retirement or Passive Income 176 176 Pulling From Your Principal In Retirement or Passive Income full a8af287a-8340-408b-9f2d-7b608ee59e5d https://share.transistor.fm/s/d538d347 Tue, 02 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement. In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement. investing, wealth, business, retirement, real estate, market analysis No Maintaining The Balance Of Your Principal In Retirement 175 175 Maintaining The Balance Of Your Principal In Retirement full 43dba5bc-4252-47d5-a0df-614b73d6e470 https://share.transistor.fm/s/035fd3f7 Mon, 01 Aug 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses maintaining the balance of your principal in retirement. In this episode Brian discusses maintaining the balance of your principal in retirement. investing, wealth, business, retirement, real estate, market analysis No How Inflation Affects Different Investments 180 180 How Inflation Affects Different Investments full aff2ae86-d85f-49bc-b70c-b8190a6708db https://share.transistor.fm/s/f7d8a317 Sat, 23 Jul 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3012 In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener questions. In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener questions. investing, wealth, business, retirement, real estate, market analysis No CPA Advice 174 174 CPA Advice full cf567ebe-a3de-48a7-ac26-afe62b17b4a1 https://share.transistor.fm/s/cdf342c9 Fri, 22 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses the importance of having a CPA involved in your investment planning. In this episode Brian discusses the importance of having a CPA involved in your investment planning. investing, wealth, business, retirement, real estate, market analysis No Tax Free, Tax Deductions, Tax Deferrals and Tax Credits 173 173 Tax Free, Tax Deductions, Tax Deferrals and Tax Credits full 7e6b7b66-ade9-4d44-8744-ad8e694a003d https://share.transistor.fm/s/63e753a5 Thu, 21 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian defines and explains different tax savings terms and what they mean. In this episode Brian defines and explains different tax savings terms and what they mean. investing, wealth, business, retirement, real estate, market analysis No When Can You Retire? 172 172 When Can You Retire? full 7347f98c-a4ee-4b7b-83b2-27cb0be9a01a https://share.transistor.fm/s/83fed9f0 Wed, 20 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses an often asked question about retirement timing. In this episode Brian discusses an often asked question about retirement timing. investing, wealth, business, retirement, real estate, market analysis No Where You Should Pull Income From In Retirement 171 171 Where You Should Pull Income From In Retirement full 7330bd0e-b09f-4a0c-8a4d-7893ce936729 https://share.transistor.fm/s/3c4d7b27 Tue, 19 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses where you should pull income from in retirement and why. In this episode Brian discusses where you should pull income from in retirement and why. investing, wealth, business, retirement, real estate, market analysis No When Can I Roll Over My 401K? 170 170 When Can I Roll Over My 401K? full d0a2a1c8-d50f-4692-90d3-fa69aebdfcf2 https://share.transistor.fm/s/15602190 Mon, 18 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses what you can roll over your old 401K plan and why to do it. In this episode Brian discusses what you can roll over your old 401K plan and why to do it. investing, wealth, business, retirement, real estate, market analysis No Understanding Alternative Investments 169 169 Understanding Alternative Investments full 42d12e87-c84d-4c68-b1a3-ff2d7cf2d6af https://share.transistor.fm/s/00262e06 Sat, 16 Jul 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3197 In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, and how you can tell if you have a good or bad annuity. In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, and how you can tell if you have a good or bad annuity. investing, wealth, business, retirement, real estate, market analysis No Grow Your Wealth Without Risky Investments 168 168 Grow Your Wealth Without Risky Investments full 9db621be-bc4c-4d28-80ff-2ab0cdd9f560 https://share.transistor.fm/s/aa2d7485 Fri, 15 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses how you can grow your wealth without investing in risky assets. In this episode Brian discusses how you can grow your wealth without investing in risky assets. investing, wealth, business, retirement, real estate, market analysis No Stock Market Investing 167 167 Stock Market Investing full d4a2ce7b-e322-4487-87fa-37b175da730f https://share.transistor.fm/s/aeaac04d Thu, 14 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses investing in the stock market and why it can be difficult. In this episode Brian discusses investing in the stock market and why it can be difficult. investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions 166 166 Required Minimum Distributions full e433dc5f-2e70-4b9e-bb32-a9e7ec847c7d https://share.transistor.fm/s/2075740c Wed, 13 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses required minimum distributions and tax consequences. In this episode Brian discusses required minimum distributions and tax consequences. investing, wealth, business, retirement, real estate, market analysis No What To Do With Excess Cash 165 165 What To Do With Excess Cash full 68d47d54-2f6c-4be2-a088-88d5e4b03032 https://share.transistor.fm/s/b094ab4f Tue, 12 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses what to do with excess cash right now. In this episode Brian discusses what to do with excess cash right now. investing, wealth, business, retirement, real estate, market analysis No Dollar Cost Averaging 164 164 Dollar Cost Averaging full 415fef98-a536-49d5-bd54-11e2df5adf30 https://share.transistor.fm/s/1fe08df3 Mon, 11 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk. In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk. investing, wealth, business, retirement, real estate, market analysis No Understanding Alternative Investments 163 163 Understanding Alternative Investments full e8663f0a-3e9a-4ec4-8886-1fd2981a0aec https://share.transistor.fm/s/6d335463 Sat, 09 Jul 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3064 In this episode Brian discusses good alternative investments to combat inflation, how to tell if you have a good or bad annuity, other less risky investments besides bonds, and investment real estate. In this episode Brian discusses good alternative investments to combat inflation, how to tell if you have a good or bad annuity, other less risky investments besides bonds, and investment real estate. investing, wealth, business, retirement, real estate, market analysis No How To Build A Portfolio For Retirement While Combatting Inflation 162 162 How To Build A Portfolio For Retirement While Combatting Inflation full 5e373c80-eb29-49bb-b707-15a95f871874 https://share.transistor.fm/s/276a66e1 Sat, 02 Jul 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3037 In this episode Brain discusses what a retirement portfolio looks like, the principles of a portfolio, what causes inflation and how it affects the design of your portfolio, and planning your wealth so the odds are in your favor. In this episode Brain discusses what a retirement portfolio looks like, the principles of a portfolio, what causes inflation and how it affects the design of your portfolio, and planning your wealth so the odds are in your favor. investing, wealth, business, retirement, real estate, market analysis No The Importance of Investing Combined with CPA Advice 161 161 The Importance of Investing Combined with CPA Advice full 87deb0e7-d7e6-4fbc-a925-633e9379ef4b https://share.transistor.fm/s/92ae2b89 Fri, 01 Jul 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA. In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA. investing, wealth, business, retirement, real estate, market analysis No Adjusting Your Retirement Portfolio 160 160 Adjusting Your Retirement Portfolio full a6c9d587-544c-476b-83f9-aa83759df31b https://share.transistor.fm/s/3fc7030f Thu, 30 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses when you should start adjusting your retirement portfolio. In this episode Brian discusses when you should start adjusting your retirement portfolio. investing, wealth, business, retirement, real estate, market analysis No 59 1/2 - An Important Age To Consider 159 159 59 1/2 - An Important Age To Consider full c19ae719-706b-45d6-8d2c-c936df1bf9ca https://share.transistor.fm/s/3f5c9bb5 Wed, 29 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments. In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments. investing, wealth, business, retirement, real estate, market analysis No Variable Annuities 158 158 Variable Annuities full 3ee1b679-6cad-4d3c-9b71-d2e26fb969f5 https://share.transistor.fm/s/054ffd67 Tue, 28 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses the pros and cons of using variable annuities. In this episode Brian discusses the pros and cons of using variable annuities. investing, wealth, business, retirement, real estate, market analysis No Using Roth Accounts 157 157 Using Roth Accounts full 317f4d9d-7ff3-4ac2-bbc9-e26dc1268570 https://share.transistor.fm/s/fe95aa11 Mon, 27 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses a tax planning tip - using Roth accounts. In this episode Brian discusses a tax planning tip - using Roth accounts. investing, wealth, business, retirement, real estate, market analysis No Long Term Care Insurance Policies 156 156 Long Term Care Insurance Policies full 2900f419-9c36-4236-9bca-fcfc54cf50b0 https://share.transistor.fm/s/7599ac09 Fri, 24 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies. In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies. investing, wealth, business, retirement, real estate, market analysis No Small Business Structures 155 155 Small Business Structures full bb72aa3f-cfad-4008-ac21-cb51e6deca7d https://share.transistor.fm/s/c29062bb Thu, 23 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC. In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC. investing, wealth, business, retirement, real estate, market analysis No Alternative Investments 154 154 Alternative Investments full 7239fbe1-3bfb-4f28-83a1-6a23c531214a https://share.transistor.fm/s/51af544f Wed, 22 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities. In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities. investing, wealth, business, retirement, real estate, market analysis No When To Take Social Security 153 153 When To Take Social Security full ac834372-265a-4194-b6ea-bd12d4092226 https://share.transistor.fm/s/ef55abf7 Tue, 21 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other. In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other. investing, wealth, business, retirement, real estate, market analysis No How Much Should I Contribute To My 401K 152 152 How Much Should I Contribute To My 401K full a4404b84-faaf-439f-9a9b-92ec97d1b8f4 https://share.transistor.fm/s/600cfba2 Mon, 20 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks. In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks. investing, wealth, business, retirement, real estate, market analysis No What Is A Retirement Plan 151 151 What Is A Retirement Plan full 3ed2b599-32e0-42b0-96f5-07297faf4913 https://share.transistor.fm/s/c7f2998c Sat, 18 Jun 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 2986 In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation to the distribution phase of life. In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation to the distribution phase of life. investing, wealth, business, retirement, real estate, market analysis No Medicare Part B and Supplement Costs 149 149 Medicare Part B and Supplement Costs full 398df2ee-8eea-4579-b0e1-049e1a696c06 https://share.transistor.fm/s/d147ef23 Fri, 17 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does. In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does. investing, wealth, business, retirement, real estate, market analysis No The Seven Different Kinds of IRAs. 148 148 The Seven Different Kinds of IRAs. full fb67f32d-f394-4f0b-bc78-ee32e67143bc https://share.transistor.fm/s/12f533a7 Thu, 16 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian discusses the 7 different types of IRAs. In this 2-minute show, Brian discusses the 7 different types of IRAs. investing, wealth, business, retirement, real estate, market analysis No Required Minimum Distributions 147 147 Required Minimum Distributions full 9dd9ca57-2f4d-43f2-962b-f3ca9f0f7393 https://share.transistor.fm/s/f8c3da80 Wed, 15 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-minute show, Brian talks about RMDs and what they are. In this 2-minute show, Brian talks about RMDs and what they are. investing, wealth, business, retirement, real estate, market analysis No Passive Investing 146 146 Passive Investing full f4b7d81a-db10-442d-a4f8-d2b0e3d1aed1 https://share.transistor.fm/s/e82779b2 Tue, 14 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons. In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons. investing, wealth, business, retirement, real estate, market analysis No Dollar Cost Averaging 145 145 Dollar Cost Averaging full 9193f2dc-3fc9-4459-b195-5af328b3f1d8 https://share.transistor.fm/s/77e7ca21 Mon, 13 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy. In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy. investing, wealth, business, retirement, real estate, market analysis No Solving For Income 150 150 Solving For Income full 32ed10f7-2199-44bb-bf90-945e5451fcd2 https://share.transistor.fm/s/6244200a Sat, 11 Jun 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 2852 In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses, and generational income. In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses, and generational income. investing, wealth, business, retirement, real estate, market analysis No Paying Tax on Your Social Security 144 144 Paying Tax on Your Social Security full 1d947b04-d8d2-4807-858a-4f6cc630488b https://share.transistor.fm/s/d027e045 Fri, 10 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses taxation rates on social security payments. In this episode Brian discusses taxation rates on social security payments. investing, wealth, business, retirement, real estate, market analysis No Real Estate Investment Trusts 143 143 Real Estate Investment Trusts full 38cccb5b-89c5-4ee2-81b5-178100b65d05 https://share.transistor.fm/s/815e6783 Thu, 09 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses what a REIT is and the two different types. In this episode Brian discusses what a REIT is and the two different types. investing, wealth, business, retirement, real estate, market analysis No Prioritizing Your Wealth 142 142 Prioritizing Your Wealth full a5896daf-4f93-4a3d-80ed-a05f9e4a9c26 https://share.transistor.fm/s/30c6dc41 Wed, 08 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses prioritizing your wealth so it fulfills it's purpose. In this episode Brian discusses prioritizing your wealth so it fulfills it's purpose. investing, wealth, business, retirement, real estate, market analysis No Investing In Precious Metals 141 141 Investing In Precious Metals full a6013e45-579f-46e5-b8ee-702bc013a5de https://share.transistor.fm/s/279ac283 Tue, 07 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses investing in precious metals from a historical perspective. In this episode Brian discusses investing in precious metals from a historical perspective. investing, wealth, business, retirement, real estate, market analysis No What Does It Mean To Be Diversified In Your Investments 140 140 What Does It Mean To Be Diversified In Your Investments full 7d86e0fb-dfda-4f64-a998-3e66f377298d https://share.transistor.fm/s/a8a11d28 Mon, 06 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses the ways to keep your portfolio diversified and why it's important. In this episode Brian discusses the ways to keep your portfolio diversified and why it's important. investing, wealth, business, retirement, real estate, market analysis No How To Protect Your Wealth 139 139 How To Protect Your Wealth full 0b4aa58f-8b24-4aa1-a8bd-733fb1133875 https://share.transistor.fm/s/dea60ddd Sat, 04 Jun 2022 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3173 In this episode Brian discusses how you should be adjusting your portfolio to protect your wealth, protection from lawsuits, preparing your wealth so it supports your quality of life, and a financial plan built to provide financial shelter. In this episode Brian discusses how you should be adjusting your portfolio to protect your wealth, protection from lawsuits, preparing your wealth so it supports your quality of life, and a financial plan built to provide financial shelter. investing, wealth, business, retirement, real estate, market analysis No Growing Your Wealth in 120 Seconds - Financial Creative Destruction 138 138 Growing Your Wealth in 120 Seconds - Financial Creative Destruction full 138a7024-83a9-4f25-9de5-f75aec1677a7 https://share.transistor.fm/s/55de9390 Fri, 03 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses what creative destruction is in finance. If you don't keep up you may be left behind. In this episode Brian discusses what creative destruction is in finance. If you don't keep up you may be left behind. investing, wealth, business, retirement, real estate, market analysis No Growing Your Wealth in 120 Seconds - Capital Gains Taxes 137 137 Growing Your Wealth in 120 Seconds - Capital Gains Taxes full 4a9f52bb-c3c6-4575-ac64-557984e0af03 https://share.transistor.fm/s/40733d83 Thu, 02 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses capital gains taxes and how much you would pay. In this episode Brian discusses capital gains taxes and how much you would pay. investing, wealth, business, retirement, real estate, market analysis No Growing Your Wealth in 120 Seconds - The IRS Tax Form 1040 Treasure Hunt 136 136 Growing Your Wealth in 120 Seconds - The IRS Tax Form 1040 Treasure Hunt full 554f4bfa-f1c3-403a-b97b-341a375d4bdf https://share.transistor.fm/s/b6a48c05 Wed, 01 Jun 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian discusses what you should look at on your IRS form 1040 and adjust. In this episode Brian discusses what you should look at on your IRS form 1040 and adjust. investing, wealth, business, retirement, real estate, market analysis No Growing Your Wealth in 120 Seconds - Cash and Cash Equivalents 135 135 Growing Your Wealth in 120 Seconds - Cash and Cash Equivalents full 95c20d43-f9e7-4929-ac3f-587e73bcc964 https://share.transistor.fm/s/5fca627a Tue, 31 May 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 121 In this episode Brian discusses money markets, CDs, and fixed annuities. In this episode Brian discusses money markets, CDs, and fixed annuities. investing, wealth, business, retirement, real estate, market analysis No Growing Your Wealth in 120 Seconds - Why Bonds Are Losing Money 134 134 Growing Your Wealth in 120 Seconds - Why Bonds Are Losing Money full 37aaa065-7b46-401c-87e0-f4ef09cc9dd4 https://share.transistor.fm/s/14ce8692 Mon, 30 May 2022 12:00:00 -0700 Madrona Financial Services Madrona Financial Services 120 In this episode Brian explains bonds and why they lose money when interest rates rise. In this episode Brian explains bonds and why they lose money when interest rates rise. investing, wealth, business, retirement, real estate, market analysis No Inflation And How To Deal With It 133 133 Inflation And How To Deal With It full e97e0ccc-43da-4a87-bd0d-d0579c018f20 https://share.transistor.fm/s/b82af2bd Tue, 24 May 2022 13:47:00 -0700 Madrona Financial Services Madrona Financial Services 3080 In this episode Brian discusses what causes inflation, strategies to offset inflation, how inflation can lead to a flat market cycle, and lifestyle planning with inflation. In this episode Brian discusses what causes inflation, strategies to offset inflation, how inflation can lead to a flat market cycle, and lifestyle planning with inflation. investing, wealth, business, retirement, real estate, market analysis No What You Need To Know About Working with Multiple Advisors 132 132 What You Need To Know About Working with Multiple Advisors full 8f16a073-2a6f-4aa1-a697-9c6b7efa99f6 https://share.transistor.fm/s/b11ba026 Tue, 17 May 2022 16:30:11 -0700 Madrona Financial Services Madrona Financial Services 2918 In this episode Brian talks about the evolution of Growing Your Wealth, problems that come with working with multiple advisors, understanding what your advisor can and cannot do, the Madrona team principle, and current economic events. In this episode Brian talks about the evolution of Growing Your Wealth, problems that come with working with multiple advisors, understanding what your advisor can and cannot do, the Madrona team principle, and current economic events. investing, wealth, business, retirement, real estate, market analysis No What To Do Now That Tax Season Is Over 131 131 What To Do Now That Tax Season Is Over full b035769b-c16e-48c4-9c4e-8d8725493013 https://share.transistor.fm/s/8efebebf Tue, 10 May 2022 13:13:30 -0700 Madrona Financial Services Madrona Financial Services 3200 In this episode Brian discusses when tax minimization starts, why you need an CPA/Advisor combo, and the 1040 tax form treasure hunt - what Brian sees when he looks at a tax form. In this episode Brian discusses when tax minimization starts, why you need an CPA/Advisor combo, and the 1040 tax form treasure hunt - what Brian sees when he looks at a tax form. investing, wealth, business, retirement, real estate, market analysis No Passive Real Estate With a Delaware Statutory Trust 130 130 Passive Real Estate With a Delaware Statutory Trust full f9f6af44-aeae-4d04-a126-aeb56a9ed679 https://share.transistor.fm/s/6e9fc9d4 Tue, 03 May 2022 14:21:46 -0700 Madrona Financial Services Madrona Financial Services 3126 In this episode Brian welcomes Madrona's newest advisor, Nick Smelzer. Brian and Nick discuss complete financial planning, the "team approach," and passive real estate. In this episode Brian welcomes Madrona's newest advisor, Nick Smelzer. Brian and Nick discuss complete financial planning, the "team approach," and passive real estate. investing, wealth, business, retirement, real estate, market analysis No Estate Planning Tips 129 129 Estate Planning Tips full 395c316b-fea5-4113-a8bd-beca78820306 https://share.transistor.fm/s/c6201a6a Tue, 26 Apr 2022 13:21:33 -0700 Madrona Financial Services Madrona Financial Services 3149 In this week's episode, Brian discusses estate planning with Paul Grant of planningwithpurpose.com. Brian also talks about his new book, "The 7 steps To A Successful Retirement." In this week's episode, Brian discusses estate planning with Paul Grant of planningwithpurpose.com. Brian also talks about his new book, "The 7 steps To A Successful Retirement." investing, wealth, business, retirement, real estate, market analysis No Christians, Mechanics, and Your 401 K 128 128 Christians, Mechanics, and Your 401 K full 8e6e7f89-497e-4e54-90c4-e95a3f8a4277 https://share.transistor.fm/s/fab688ab Tue, 19 Apr 2022 16:34:53 -0700 Madrona Financial Services Madrona Financial Services 2873 In this episode Brian discusses the new topic library our listeners can use to answer their questions, inflation and its effects, reverse mortgages, and 401 Ks. In this episode Brian discusses the new topic library our listeners can use to answer their questions, inflation and its effects, reverse mortgages, and 401 Ks. investing, wealth, business, retirement, real estate, market analysis No The Entrepreneur's Wheel 127 127 The Entrepreneur's Wheel full aa89967c-e618-4b89-a739-96ac1abd1dce https://share.transistor.fm/s/57f3fa42 Thu, 31 Mar 2022 15:49:33 -0700 Madrona Financial Services Madrona Financial Services 2752 In this episode Brian discusses the entrepreneur's wheel - a guide to starting a business. He also talk about reviewing a tax return for missed opportunities, structured notes, and leveraged life insurance and it's benefits. In this episode Brian discusses the entrepreneur's wheel - a guide to starting a business. He also talk about reviewing a tax return for missed opportunities, structured notes, and leveraged life insurance and it's benefits. investing, wealth, business, retirement, real estate, market analysis No Gifting Strategies and Estate Taxes 126 126 Gifting Strategies and Estate Taxes full dbcec877-c0be-4142-919a-750dda6bc82b https://share.transistor.fm/s/997c9ef1 Tue, 22 Mar 2022 13:58:28 -0700 Madrona Financial Services Madrona Financial Services 2918 In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules. In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules. investing, wealth, business, retirement, real estate, market analysis No Five Primary Areas To Invest In 125 125 Five Primary Areas To Invest In full b00e5a42-af58-4826-ba90-dd795412972f https://share.transistor.fm/s/31b8fb32 Tue, 08 Mar 2022 15:14:33 -0800 Madrona Financial Services Madrona Financial Services 2916 In this episode Brian discusses the five primary areas you can invest in. They are cash and cash equivalents, insurance company products, real estate, equities, and bonds. In this episode Brian discusses the five primary areas you can invest in. They are cash and cash equivalents, insurance company products, real estate, equities, and bonds. investing, wealth, business, retirement, real estate, market analysis No Life Insurance and Trusts 124 124 Life Insurance and Trusts full 7209879f-1b6f-449c-ac32-0f18ad0ded12 https://share.transistor.fm/s/a595825c Tue, 01 Mar 2022 13:58:07 -0800 Madrona Financial Services Madrona Financial Services 2959 In this episode, Brian discusses term life insurance vs permanent life insurance, the importance of umbrella insurance, funding permanent life insurance vs retirement accounts, and how revocable and irrevocable trusts differ. In this episode, Brian discusses term life insurance vs permanent life insurance, the importance of umbrella insurance, funding permanent life insurance vs retirement accounts, and how revocable and irrevocable trusts differ. investing, wealth, business, retirement, real estate, market analysis No All About Real Estate and REITs 123 123 All About Real Estate and REITs full a08192bd-b614-4725-a9bf-dcfd64fb2d4b https://share.transistor.fm/s/d76733c8 Tue, 01 Mar 2022 13:50:44 -0800 Madrona Financial Services Madrona Financial Services 3046 In this episode Brian talks about real estate "capitalization rates," depreciation recapture, and capital gains on real estate, Opportunity Zones, and public vs private real estate investment trusts. In this episode Brian talks about real estate "capitalization rates," depreciation recapture, and capital gains on real estate, Opportunity Zones, and public vs private real estate investment trusts. investing, wealth, business, retirement, real estate, market analysis No Investment Real Estate 122 122 Investment Real Estate full d4d55e3a-f526-4002-b29b-592358657264 https://share.transistor.fm/s/19ee4ed5 Tue, 01 Mar 2022 13:45:00 -0800 Madrona Financial Services Madrona Financial Services 3050 In this episode Brian welcomes Derek Doke. Derek has been an asset manager, property manager, licensed broker, investor, syndicator, and real estate educator for over 20 years. to learn ore about Derrick, visit: www.nai-psp.com/our-team/derek-doke. In this episode Brian welcomes Derek Doke. Derek has been an asset manager, property manager, licensed broker, investor, syndicator, and real estate educator for over 20 years. to learn ore about Derrick, visit: www.nai-psp.com/our-team/derek-doke. investing, wealth, business, retirement, real estate, market analysis No Estate Planning 121 121 Estate Planning full d1c47274-83bb-414b-8f9a-609885a22b76 https://share.transistor.fm/s/7e82db85 Tue, 01 Mar 2022 13:34:32 -0800 Madrona Financial Services Madrona Financial Services 3039 In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com. In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com. investing, wealth, business, retirement, real estate, market analysis No Medicare, Medicaid, and Long Term Care Insurance 120 120 Medicare, Medicaid, and Long Term Care Insurance full f4d2e80f-f5c4-4e3e-a427-7de35bf416c4 https://share.transistor.fm/s/94c196c6 Wed, 26 Jan 2022 12:07:27 -0800 Madrona Financial Services Madrona Financial Services 3032 In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid. In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid. investing, wealth, business, retirement, real estate, market analysis No Annual Year in Review - 2021 119 119 Annual Year in Review - 2021 full 9083cc9e-535c-4b4d-8add-36024d70c6a2 https://share.transistor.fm/s/9dd36883 Tue, 18 Jan 2022 11:43:57 -0800 Madrona Financial Services Madrona Financial Services 2988 In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand where we've been and possibly give insight to the coming year. In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand where we've been and possibly give insight to the coming year. investing, wealth, business, retirement, real estate, market analysis No All About Annuities 118 118 All About Annuities full 4b50fa8a-1722-4030-8451-a2df8b9644e2 https://share.transistor.fm/s/79821f58 Wed, 12 Jan 2022 14:28:15 -0800 Madrona Financial Services Madrona Financial Services 2924 In this episode Brian talks about understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the payout options of annuities. In this episode Brian talks about understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the payout options of annuities. investing, wealth, business, retirement, real estate, market analysis No Ages, 401Ks, Tax Rates, and Annuities 117 117 Ages, 401Ks, Tax Rates, and Annuities full 44358129-d51f-4340-9d2a-79f50fe88ec0 https://share.transistor.fm/s/cc669f04 Fri, 31 Dec 2021 15:46:53 -0800 Madrona Financial Services Madrona Financial Services 3096 In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of gains, and annuity crediting options. In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of gains, and annuity crediting options. investing, wealth, business, retirement, real estate, market analysis No All About Taxes 116 116 All About Taxes full 04dbf9b5-9770-429e-9209-e015cc47afb4 https://share.transistor.fm/s/7bfb1fca Tue, 21 Dec 2021 15:56:37 -0800 Madrona Financial Services Madrona Financial Services 2977 In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one particular year, and finally, investment real estate classifications. In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one particular year, and finally, investment real estate classifications. investing, wealth, business, retirement, real estate, market analysis No Timing The Market 115 115 Timing The Market full 9f00c730-cc78-41ef-94b2-44e91f5ec3d6 https://share.transistor.fm/s/d606cdb1 Tue, 14 Dec 2021 16:21:29 -0800 Madrona Financial Services Madrona Financial Services 3103 In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs. In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs. investing, wealth, business, retirement, real estate, market analysis No The True Meaning of the Fiduciary Standard 114 114 The True Meaning of the Fiduciary Standard full 4e5b041e-c938-4687-bba7-eff86361996b https://share.transistor.fm/s/47d92568 Tue, 14 Dec 2021 16:16:30 -0800 Madrona Financial Services Madrona Financial Services 2847 In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks, when the DOW will hit 50,000, and the relative size of the markets. In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks, when the DOW will hit 50,000, and the relative size of the markets. investing, wealth, business, retirement, real estate, market analysis No The Tools In A Financial Toolbox 113 113 The Tools In A Financial Toolbox full 5692f233-fff2-4232-ba7c-5d8eec28dcc7 https://share.transistor.fm/s/f7e5124c Mon, 29 Nov 2021 12:09:03 -0800 Madrona Financial Services Madrona Financial Services 2887 In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan investing, wealth, business, retirement, real estate, market analysis No Five Goals Of Financial Planning 112 112 Five Goals Of Financial Planning full 84543c36-59bd-4f87-b6b1-a2f07c09f3c1 https://share.transistor.fm/s/8416e97a Mon, 29 Nov 2021 12:03:26 -0800 Madrona Financial Services Madrona Financial Services 3104 In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution phase of your life and important financial people in your life. In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution phase of your life and important financial people in your life. investing, wealth, business, retirement, real estate, market analysis No Charitable Gifting Strategies 111 111 Charitable Gifting Strategies full 72cc72e8-7f86-49d8-93fc-b0524d7454aa https://share.transistor.fm/s/d318a968 Mon, 15 Nov 2021 14:15:08 -0800 Madrona Financial Services Madrona Financial Services 2880 In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship funds. In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship funds. investing, wealth, business, retirement, real estate, market analysis No Social Security Basics and Estate Taxes 110 110 Social Security Basics and Estate Taxes full 674362d9-767b-45fb-abf1-14255458358b https://share.transistor.fm/s/0b285d52 Mon, 15 Nov 2021 14:11:32 -0800 Madrona Financial Services Madrona Financial Services 2806 In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model. In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model. investing, wealth, business, retirement, real estate, market analysis No Life Insurance Types and Uses 109 109 Life Insurance Types and Uses full accb128a-178d-482a-ade7-30eb460cf9df https://share.transistor.fm/s/6d277245 Mon, 15 Nov 2021 14:08:26 -0800 Madrona Financial Services Madrona Financial Services 2961 In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trusts (ILIT), and Premium Finance Life Insurance and who qualifies for it. In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trusts (ILIT), and Premium Finance Life Insurance and who qualifies for it. investing, wealth, business, retirement, real estate, market analysis No Investment Real Estate 108 108 Investment Real Estate full 39a8d82d-8702-415a-b22b-bc36e6efa104 https://share.transistor.fm/s/cd2f2ef3 Fri, 22 Oct 2021 15:04:44 -0700 Madrona Financial Services Madrona Financial Services 3170 In this episode Brian discusses owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Statutory Trust. In this episode Brian discusses owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Statutory Trust. investing, wealth, business, retirement, real estate, market analysis No Business Sale and Succession and Long Term Care 107 107 Business Sale and Succession and Long Term Care full 5bb84400-b58b-45ac-b2ff-fb9f73b0f755 https://share.transistor.fm/s/1c0715d5 Tue, 12 Oct 2021 17:15:58 -0700 Madrona Financial Services Madrona Financial Services 3086 In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based long-term care plans. In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based long-term care plans. investing, wealth, business, retirement, real estate, market analysis No Annuities Explained 106 106 Annuities Explained full dc00b54b-dc81-4033-a877-d4aa5c0e9d2c https://share.transistor.fm/s/d4aa3ca5 Tue, 12 Oct 2021 17:12:25 -0700 Madrona Financial Services Madrona Financial Services 3084 In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I Hate Annuities and You Should Too" slogan and why it's wrong. In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I Hate Annuities and You Should Too" slogan and why it's wrong. investing, wealth, business, retirement, real estate, market analysis No Income Taxes and How to Minimize Them 105 105 Income Taxes and How to Minimize Them full 12cb08b5-1c2c-455b-aeb6-59a3b1ddc221 https://share.transistor.fm/s/d8d926e0 Tue, 28 Sep 2021 13:44:58 -0700 Madrona Financial Services Madrona Financial Services 2770 In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your tax return, income distribution strategy to minimize taxes, and Roth conversions. In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your tax return, income distribution strategy to minimize taxes, and Roth conversions. investing, wealth, business, retirement, real estate, market analysis No Is Your Portfolio Diversified Enough? 104 104 Is Your Portfolio Diversified Enough? full b5c7bb8f-b858-400f-a613-6cad876df491 https://share.transistor.fm/s/b27aa190 Tue, 28 Sep 2021 13:41:09 -0700 Madrona Financial Services Madrona Financial Services 2994 In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of tax proposals from the new administration. In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of tax proposals from the new administration. investing, wealth, business, retirement, real estate, market analysis No President Biden's Tax Proposals And Your Passing On Wealth 103 103 President Biden's Tax Proposals And Your Passing On Wealth full 6ceea5b4-dce8-473e-82b2-c0b7665ab577 https://share.transistor.fm/s/a90b48d0 Sun, 05 Sep 2021 15:01:50 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of divorce, and listener questions. In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of divorce, and listener questions. investing, wealth, business, retirement, real estate, market analysis No Madrona Financial's Evolution To Serving High Net Worth Clients 102 102 Madrona Financial's Evolution To Serving High Net Worth Clients full 6cbcb33d-cf33-4922-a7e8-296fe66f606e https://share.transistor.fm/s/b11883b5 Sun, 05 Sep 2021 14:49:31 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian discusses the Delta variant, technology, inflation, running out of money in retirement, and how Madrona has evolved to serve the unique needs of high net worth clients. In this episode Brian discusses the Delta variant, technology, inflation, running out of money in retirement, and how Madrona has evolved to serve the unique needs of high net worth clients. investing, wealth, business, retirement, real estate, market analysis No Current Events and Investment Real Estate 101 101 Current Events and Investment Real Estate full c8363662-bd0f-4ec5-86f0-f7b8e371c9d2 https://share.transistor.fm/s/f9958ed4 Sun, 05 Sep 2021 14:38:09 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian talks about the Covid Delta variant, the housing and real estate market, whether this is the time to sell investment real estate, selling your business to retire, and listener questions. In this episode Brian talks about the Covid Delta variant, the housing and real estate market, whether this is the time to sell investment real estate, selling your business to retire, and listener questions. investing, wealth, business, retirement, real estate, market analysis No Review and Analysis Of The First Half Of The 2021 Market 100 100 Review and Analysis Of The First Half Of The 2021 Market full 9ff8c2d4-caf2-4c44-a912-31a0b92ed512 https://share.transistor.fm/s/36278eb4 Sat, 04 Sep 2021 17:19:43 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian goes in depth in a discussion of the market for the first half of 2021. In this episode Brian goes in depth in a discussion of the market for the first half of 2021. investing, wealth, business, retirement, real estate, market analysis No Economy Prognosis or The Remainder Of 2021 99 99 Economy Prognosis or The Remainder Of 2021 full 8a5a5126-8fc6-4b3a-ae64-151dc4148595 https://share.transistor.fm/s/2275956f Sat, 04 Sep 2021 17:05:44 -0700 Madrona Financial Services Madrona Financial Services 3355 In this episode Brian talks about the economy for the rest of '21, inflation, interest rates being held down, longevity risk, and long term care. In this episode Brian talks about the economy for the rest of '21, inflation, interest rates being held down, longevity risk, and long term care. investing, wealth, business, retirement, real estate, market analysis No Current Events And Your Money 98 98 Current Events And Your Money full 87e6830f-decb-4489-98d3-5f8dd6a5ecd6 https://share.transistor.fm/s/0d6aebfd Sat, 04 Sep 2021 16:57:35 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions. In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions. investing, wealth, business, retirement, real estate, market analysis No Running Out Of Money In Retirement 97 97 Running Out Of Money In Retirement full 34f99c25-d99f-4357-a5e6-012abf92c738 https://share.transistor.fm/s/e2c1dc52 Sat, 04 Sep 2021 16:49:14 -0700 Madrona Financial Services Madrona Financial Services 3360 Brian talks about how to prevent running out of money in retirement, becoming a passive investment owner instead of active, and using a Delaware Statutory Trust to own passive real estate. Also listener questions answered. Brian talks about how to prevent running out of money in retirement, becoming a passive investment owner instead of active, and using a Delaware Statutory Trust to own passive real estate. Also listener questions answered. investing, wealth, business, retirement, real estate, market analysis No Four Retirement Mistakes To Avoid 96 96 Four Retirement Mistakes To Avoid full 9da8e9b7-40d5-4e5b-93a6-f710a3d8f68d https://share.transistor.fm/s/97c924c7 Fri, 03 Sep 2021 17:13:35 -0700 Madrona Financial Services Madrona Financial Services 3357 In this episode Brian talks about how the US fared during the first half of the year, old guard companies that have adapted to the new world, income tax rates, and four retirement mistakes to avoid. In this episode Brian talks about how the US fared during the first half of the year, old guard companies that have adapted to the new world, income tax rates, and four retirement mistakes to avoid. investing, wealth, business, retirement, real estate, market analysis No Rising Inflation And The Housing Market 95 95 Rising Inflation And The Housing Market full ab80a45c-65c7-4541-a70e-b6bdbf40a808 https://share.transistor.fm/s/406a4a55 Fri, 03 Sep 2021 17:02:20 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian talks about under-reporting inflation, the housing market, a different way of looking at financial planning, his new financial library project, and President Biden's tax proposals. In this episode Brian talks about under-reporting inflation, the housing market, a different way of looking at financial planning, his new financial library project, and President Biden's tax proposals. investing, wealth, business, retirement, real estate, market analysis No Current Events And The Markets 94 94 Current Events And The Markets full 5c3d08bb-52e4-4fd5-bb2e-05719550e30f https://share.transistor.fm/s/cfe51d80 Fri, 03 Sep 2021 16:45:25 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian talks about how we do this show, the market, components of the S&P 500, the top companies in the world, and the value of a Roth conversion. In this episode Brian talks about how we do this show, the market, components of the S&P 500, the top companies in the world, and the value of a Roth conversion. investing, wealth, business, retirement, real estate, market analysis No State Of The Economy The Rest Of The Year 93 93 State Of The Economy The Rest Of The Year full 26347c79-be0f-4fdb-bd30-370fcf2bf5ed https://share.transistor.fm/s/04f866cf Fri, 03 Sep 2021 16:35:55 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode Brian discusses the economy through the end of the year, employee shortages, interest rates held down, longevity risk, and plans for long-term care. In this episode Brian discusses the economy through the end of the year, employee shortages, interest rates held down, longevity risk, and plans for long-term care. investing, wealth, business, retirement, real estate, market analysis No The State Of The Market 92 92 The State Of The Market full 6229b885-3bf1-48bc-84a9-0f4514cd8a38 https://share.transistor.fm/s/e8fa0782 Fri, 03 Sep 2021 16:27:40 -0700 Madrona Financial Services Madrona Financial Services 3352 In this show Brian discusses the state of the market, buying opportunities, 401K plans, common questions he receives, and the most most important pieces of a financial plan. In this show Brian discusses the state of the market, buying opportunities, 401K plans, common questions he receives, and the most most important pieces of a financial plan. investing, wealth, business, retirement, real estate, market analysis No Shift In Policies From Trump To Biden Administration 91 91 Shift In Policies From Trump To Biden Administration full e58f0f01-96d5-4dda-b6be-cb4050e34e98 https://share.transistor.fm/s/69e598e2 Fri, 03 Sep 2021 14:23:17 -0700 Madrona Financial Services Madrona Financial Services 3352 Tax breaks on the chopping block, jobs, interest rates, inflation, and getting a personal financial plan. Tax breaks on the chopping block, jobs, interest rates, inflation, and getting a personal financial plan. investing, wealth, business, retirement, real estate, market analysis No Analyzing the 2021 Stock Market's Performance. 90 90 Analyzing the 2021 Stock Market's Performance. full 68458fbb-8bf1-4366-9495-c4f7a1b3d749 https://share.transistor.fm/s/652c1856 Wed, 19 May 2021 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the stock market's performance in 2021 and how to analyze it for smart investment strategies. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the stock market's performance in 2021 and how to analyze it for smart investment strategies. investing, wealth, business, retirement, real estate, market analysis No How Can Taxes Affect Where You Live and Retire? 89 89 How Can Taxes Affect Where You Live and Retire? full 2b689928-c34d-49a8-9b5a-65d804335a05 https://share.transistor.fm/s/9b78f9e0 Wed, 12 May 2021 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how taxes can affect where people want to live and retire. Brian also discusses how Washington States proposed capital gains tax may affect investment strategies. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how taxes can affect where people want to live and retire. Brian also discusses how Washington States proposed capital gains tax may affect investment strategies. investing, wealth, business, retirement, real estate, market analysis No Should the Stock Market's Recent Performance Change Your Investment Strategies? 88 88 Should the Stock Market's Recent Performance Change Your Investment Strategies? full 5dd3f751-a174-4e83-a334-b882814fe08b https://share.transistor.fm/s/f8468411 Wed, 05 May 2021 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the state of the economy and the DOW's recent performance. Brian also talks about how your tax strategy and wealth management plans will benefit your retirement and why you should pay attention to it. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the state of the economy and the DOW's recent performance. Brian also talks about how your tax strategy and wealth management plans will benefit your retirement and why you should investing, wealth, business, retirement, real estate, market analysis No How to Manage Your Risk Levels for Your Investments. 87 87 How to Manage Your Risk Levels for Your Investments. full 5ce9c922-a806-4352-8e48-c0e626ac0962 https://share.transistor.fm/s/06098ae1 Wed, 28 Apr 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how people are making investment decisions after just coming out of a pandemic and how to manage your risk levels. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how people are making investment decisions after just coming out of a pandemic and how to manage your risk levels. investing, wealth, business, retirement, real estate, market analysis No How To Manage Your Emotions and Make Better Investments. 86 86 How To Manage Your Emotions and Make Better Investments. full ec4e9ddb-4136-424f-b769-ec8d1a963422 https://share.transistor.fm/s/27674c9a Wed, 21 Apr 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how you can manage your emotions to make better investment decisions. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how you can manage your emotions to make better investment decisions. investing, wealth, business, retirement, real estate, market analysis No How the Vaccine Could Help the Market and Your Investments. 85 85 How the Vaccine Could Help the Market and Your Investments. full ae6fd3a8-ee86-4af4-a334-7d961e89d12c https://share.transistor.fm/s/3b0b5b00 Wed, 14 Apr 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3355 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 vaccinations will help the economy and how that may benefit investing in the market. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 vaccinations will help the economy and how that may benefit investing in the market. investing, wealth, business, retirement, real estate, market analysis No Which Industries Are Thriving After the Pandemic and Why That Could Impact Your Investments. 84 84 Which Industries Are Thriving After the Pandemic and Why That Could Impact Your Investments. full 221d474a-3c2e-44c4-a6a0-210e8705a341 https://share.transistor.fm/s/7792280b Wed, 07 Apr 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how local business are recovering from the pandemic. Brian also explores which sectors of the economy are still struggling and which are thriving, and why that could change how you invest your money In this episode of Growing Your Wealth with Brian Evans, Brian talks about how local business are recovering from the pandemic. Brian also explores which sectors of the economy are still struggling and which are thriving, and why that could change how you investing, wealth, business, retirement, real estate, market analysis No Has the Market Recovered From the Pandemic? 83 83 Has the Market Recovered From the Pandemic? full e73ee6e1-0033-457d-a01c-8782782501f3 https://share.transistor.fm/s/f2f6b73a Wed, 31 Mar 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the market and economy has recovered since the lowest point of the COVID-19 pandemic. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the market and economy has recovered since the lowest point of the COVID-19 pandemic. investing, wealth, business, retirement, real estate, market analysis No Why Does the DOW Keep Rising and What Could That Mean for Investors? 82 82 Why Does the DOW Keep Rising and What Could That Mean for Investors? full 992c5729-01ed-49fb-a616-c626c98497d5 https://share.transistor.fm/s/76f196cc Wed, 24 Mar 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent current events including the DOW's trajectory and what that could mean for investors? In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent current events including the DOW's trajectory and what that could mean for investors? investing, wealth, business, retirement, real estate, market analysis No What Has COVID-19 Done to the Economy and Investments Over the Past Year? 81 81 What Has COVID-19 Done to the Economy and Investments Over the Past Year? full 41fc56fb-1745-4b3f-94e2-e5da864a423b https://share.transistor.fm/s/8dbdc2bb Wed, 17 Mar 2021 20:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the effect that COVID-19 has had on the market, economy, and individual investments over the past year. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the effect that COVID-19 has had on the market, economy, and individual investments over the past year. investing, wealth, business, retirement, real estate, market analysis No Is the Market Overvalued at the Beginning of 2021? 80 80 Is the Market Overvalued at the Beginning of 2021? full 8b737223-56fe-4816-a587-c08309b55420 https://share.transistor.fm/s/0a999b4b Wed, 10 Mar 2021 20:00:00 -0800 Madrona Financial Services Madrona Financial Services 3355 In this episode of Growing Your Wealth with Brian Evans, Brian explores what could be in store for the market and economy in 2021 and what that could mean for your investments. In this episode of Growing Your Wealth with Brian Evans, Brian explores what could be in store for the market and economy in 2021 and what that could mean for your investments. investing, wealth, business, retirement, real estate, market analysis No Could Working Remotely Change Your Tax Strategy? 79 79 Could Working Remotely Change Your Tax Strategy? full 96fbd52a-a7b5-4eb9-8c8e-06afd844092d https://share.transistor.fm/s/e802037b Wed, 03 Mar 2021 20:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about tax strategies and how working remote can change your strategy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about tax strategies and how working remote can change your strategy. investing, wealth, business, retirement, real estate, market analysis No What is the Madrona Bundle of Services and How Can They Help You? 78 78 What is the Madrona Bundle of Services and How Can They Help You? full f8f69989-54e2-4c9d-94d1-3afc8842687e https://share.transistor.fm/s/2789ef39 Wed, 24 Feb 2021 20:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Madrona bundle of service you get when you use Madrona as your financial advisor. Brian also talks about the different between the stock market, the market and the economy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Madrona bundle of service you get when you use Madrona as your financial advisor. Brian also talks about the different between the stock market, the market and the economy. investing, wealth, business, retirement, real estate, market analysis No How To Avoid Running Out of Money During Retirement. 77 77 How To Avoid Running Out of Money During Retirement. full 949de4fe-2db7-446f-825c-acb3af6a63d7 https://share.transistor.fm/s/986cf4ff Wed, 17 Feb 2021 19:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how to avoid running out of money in retirement and if you should be concerned. Brian also talks about investing lessons from 2020. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how to avoid running out of money in retirement and if you should be concerned. Brian also talks about investing lessons from 2020. investing, wealth, business, retirement, real estate, market analysis No Should the GameStop Stock Short-Selling Change Your Investment Strategy? 76 76 Should the GameStop Stock Short-Selling Change Your Investment Strategy? full 0193cd1b-9748-49c3-8a80-d4383984c22e https://share.transistor.fm/s/64df9f75 Wed, 10 Feb 2021 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the GameStop stock price rising and what that could mean for your other investments. Brian also talks about current interest rates and how what you should know. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the GameStop stock price rising and what that could mean for your other investments. Brian also talks about current interest rates and how what you should know. investing, wealth, business, retirement, real estate, market analysis No How the National Debt Could Affect Tax Plans and Investments. 75 75 How the National Debt Could Affect Tax Plans and Investments. full 92c77244-30a3-48f1-acc7-03015a525af1 https://share.transistor.fm/s/993df05d Wed, 03 Feb 2021 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the national debt and what that could mean for taxes and investments in the future. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the national debt and what that could mean for taxes and investments in the future. investing, wealth, business, retirement, real estate, market analysis No The Nine Investment Pitfalls to Avoid. 74 74 The Nine Investment Pitfalls to Avoid. full 201b2116-0f58-4265-905e-4c67f0521e5d https://share.transistor.fm/s/f806e68a Wed, 27 Jan 2021 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3355 In this episode of Growing Your Wealth with Brian Evans, Brian reviews everything that happened in 2020 and what that could mean for the market in 2021. Brain compares industries and how they fared during the pandemic. He also touches on the 9 investment pitfalls to avoid and where to access the article. In this episode of Growing Your Wealth with Brian Evans, Brian reviews everything that happened in 2020 and what that could mean for the market in 2021. Brain compares industries and how they fared during the pandemic. He also touches on the 9 investment investing, wealth, business, retirement, real estate, market analysis No What Services Does Madrona Financial Services Provide? 73 73 What Services Does Madrona Financial Services Provide? full 3eedb94e-ef63-4685-a9d7-db8168aae3dd https://share.transistor.fm/s/7ca1d5ef Wed, 20 Jan 2021 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the services that Madrona Financial Services offers and how it's sister company, Bauer Evans CPA, can benefit clients. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the services that Madrona Financial Services offers and how it's sister company, Bauer Evans CPA, can benefit clients. investing, wealth, business, retirement, real estate, market analysis No How Did the Pandemic Affect the Market Compared to Previous Recessions? 72 72 How Did the Pandemic Affect the Market Compared to Previous Recessions? full 42310cdb-b049-48e2-b1b6-1cd9947d63b5 https://share.transistor.fm/s/07b4793f Wed, 13 Jan 2021 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how this pandemic's affect on the market compares to previous economic downturns and what could the future could hold. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how this pandemic's affect on the market compares to previous economic downturns and what could the future could hold. investing, wealth, business, retirement, real estate, market analysis No How the Pandemic Has Impacted Businesses and Could That Affect Your Investments? 71 71 How the Pandemic Has Impacted Businesses and Could That Affect Your Investments? full c77e93a7-c4be-4292-9c7c-5064406ad02f https://share.transistor.fm/s/e179a38d Wed, 06 Jan 2021 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the COVID-19 pandemic has affected different businesses across the world. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the COVID-19 pandemic has affected different businesses across the world. investing, wealth, business, retirement, real estate, market analysis No Will the Market Return to Normal in 2021? 70 70 Will the Market Return to Normal in 2021? full d90103fb-1661-4167-a6c5-63a03b109cfe https://share.transistor.fm/s/e6829628 Wed, 30 Dec 2020 19:08:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the upcoming year and if things will return to normal, or if we should prepare for a new normal. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the upcoming year and if things will return to normal, or if we should prepare for a new normal. investing, wealth, business, retirement, real estate, market analysis No Could the Real Estate Market Be At Risk After COVID-19? 69 69 Could the Real Estate Market Be At Risk After COVID-19? full 3ac48f92-a879-4188-9410-b80a6942bfc0 https://share.transistor.fm/s/4b47a52c Wed, 23 Dec 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3355 In this episode of Growing Your Wealth with Brian Evans, Brian talks about areas in the real estate market that are at-risk post COVID-19. In this episode of Growing Your Wealth with Brian Evans, Brian talks about areas in the real estate market that are at-risk post COVID-19. investing, wealth, business, retirement, real estate, market analysis No Tax Year-End Deadlines and Possible Strategies. 68 68 Tax Year-End Deadlines and Possible Strategies. full 7d62b471-e402-4dd3-a586-fdaeac61f193 https://share.transistor.fm/s/3deed288 Wed, 16 Dec 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about smart tax moves to make before the end of the year. In this episode of Growing Your Wealth with Brian Evans, Brian talks about smart tax moves to make before the end of the year. investing, wealth, business, retirement, real estate, market analysis No How the Market Has Adapted This Year and What It Could Mean for the Future. 67 67 How the Market Has Adapted This Year and What It Could Mean for the Future. full e888aafd-82ac-4451-a391-5bb79574dfdd https://share.transistor.fm/s/d584f583 Wed, 09 Dec 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the changes and adaptions we've had to make in 2020 due to the pandemic will impact the trajectory of not only your investments, but personal life. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the changes and adaptions we've had to make in 2020 due to the pandemic will impact the trajectory of not only your investments, but personal life. investing, wealth, business, retirement, real estate, market analysis No How To Leverage a Step-Up-In-Basis for Your Tax Strategy? 66 66 How To Leverage a Step-Up-In-Basis for Your Tax Strategy? full c6d70a77-0192-4a15-83f7-ff651c562792 https://share.transistor.fm/s/53d6c707 Wed, 02 Dec 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the step-up-in-basis and how you can leverage for your tax strategy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the step-up-in-basis and how you can leverage for your tax strategy. investing, wealth, business, retirement, real estate, market analysis No What Does the "Market" React To and How Could That Affect Your Decision Making? 65 65 What Does the "Market" React To and How Could That Affect Your Decision Making? full 8dc66465-4410-41cd-b8ba-abd6e4545261 https://share.transistor.fm/s/b0441462 Wed, 18 Nov 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference between the stock market and the economic market and their projections for 2021. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference between the stock market and the economic market and their projections for 2021. investing, wealth, business, retirement, real estate, market analysis No How to Get the Financial Help You Need to Prepare Yourself for Retirement? 64 64 How to Get the Financial Help You Need to Prepare Yourself for Retirement? full f18f7190-44c8-4f8d-8e71-0a16c375b90e https://share.transistor.fm/s/6cae3b3b Wed, 11 Nov 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona Financial Services can help their clients arm themselves with the knowledge and tools to prepare themselves for retirement. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona Financial Services can help their clients arm themselves with the knowledge and tools to prepare themselves for retirement. investing, wealth, business, retirement, real estate, market analysis No What Differentiates Madrona Financial Services from Other Financial Advisors? 63 63 What Differentiates Madrona Financial Services from Other Financial Advisors? full c3052de9-3c82-4b9f-ac45-8bf7b9ea642d https://share.transistor.fm/s/721c147c Wed, 04 Nov 2020 11:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how and why you should choose a financial advisor and what differentiates Madrona Financial Services from other financial advisors. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how and why you should choose a financial advisor and what differentiates Madrona Financial Services from other financial advisors. investing, wealth, business, retirement, real estate, market analysis No How Can the 2020 Presidential Election Impact Your Retirement? 62 62 How Can the 2020 Presidential Election Impact Your Retirement? full b9791f82-da85-4df5-a8da-63a4dde11f2a https://share.transistor.fm/s/3ac258b7 Wed, 28 Oct 2020 11:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the 2020 presidential election and how it could affect your retirement. Brian reviews the tax strategies of both candidates and the potential implications of each on your portfolio. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the 2020 presidential election and how it could affect your retirement. Brian reviews the tax strategies of both candidates and the potential implications of each on your portfolio investing, wealth, business, retirement, real estate, market analysis No What does the Current Success of the Market Mean? 61 61 What does the Current Success of the Market Mean? full 3ffda062-32f6-4a75-9b4e-e82976e99a6c https://share.transistor.fm/s/7a2b83e0 Wed, 21 Oct 2020 11:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the current market and why the S&P, DOW, and NASDAQ are up and what that could mean. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the current market and why the S&P, DOW, and NASDAQ are up and what that could mean. investing, wealth, business, retirement, real estate, market analysis No Analyzing Market Trends and Growth Projections for 2021. 60 60 Analyzing Market Trends and Growth Projections for 2021. full 2d77ffd8-b1a1-4a78-bb91-1bcf7fa25341 https://share.transistor.fm/s/8b61da79 Wed, 14 Oct 2020 11:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about market projections from JPMorgan's Asset Management's Guide for Investment for the third quarter in 2021. In this episode of Growing Your Wealth with Brian Evans, Brian talks about market projections from JPMorgan's Asset Management's Guide for Investment for the third quarter in 2021. investing, wealth, business, retirement, real estate, market analysis No Economic Projections for 2021. 59 59 Economic Projections for 2021. full c3bb12a9-2cf6-43ef-850a-2ce55c11131a https://share.transistor.fm/s/c12d3069 Wed, 07 Oct 2020 11:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the economic projections for 2021 and which industries are still struggling, and which are primed for a big 2021. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the economic projections for 2021 and which industries are still struggling, and which are primed for a big 2021. investing, wealth, business, retirement, real estate, market analysis No Strategies for Investing While In Retirement. 58 58 Strategies for Investing While In Retirement. full 768b85ee-5865-462d-8179-e983e836ccb0 https://share.transistor.fm/s/74194c5f Wed, 30 Sep 2020 10:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investments could be impacted differently depending on how long it lasts. Brian also talks about strategies for investing in retirement. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investments could be impacted differently depending on how long it lasts. Brian also talks about strategies for investing in retirement. investing, wealth, business, retirement, real estate, market analysis No When Should I Use a Financial Advisor? 57 57 When Should I Use a Financial Advisor? full a7e80908-910b-421f-b7ca-48cdd89e064d https://share.transistor.fm/s/a691b9cb Wed, 23 Sep 2020 10:58:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the new normal brought on by the COVID-19 pandemic and will it affect your investment portfolio? Brian also talks about financial situations where you should connect with a financial advisor. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the new normal brought on by the COVID-19 pandemic and will it affect your investment portfolio? Brian also talks about financial situations where you should connect with a financi investing, wealth, business, retirement, real estate, market analysis No Potential Implications of the Presidential Election on Taxes and the Market. 56 56 Potential Implications of the Presidential Election on Taxes and the Market. full 65c66528-6e5f-4ccc-8e4f-5ee81287b53e https://share.transistor.fm/s/dfd9a027 Wed, 16 Sep 2020 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about previous presidential elections and the subsequent effects that they had on the market. In this episode of Growing Your Wealth with Brian Evans, Brian talks about previous presidential elections and the subsequent effects that they had on the market. investing, wealth, business, retirement, real estate, market analysis No Should Industry Adaptations Due to COVID-19 Have an Effect on Your Investment Portfolio? 55 55 Should Industry Adaptations Due to COVID-19 Have an Effect on Your Investment Portfolio? full da3d7cb2-e86a-4dd5-ba5e-710ae824d268 https://share.transistor.fm/s/adf1eff0 Wed, 09 Sep 2020 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3353 In this episode of Growing Your Wealth with Brian Evans, Brian the industries that have been impacted by COVID-19 and how they have adapted. Will these changing industries have any impact on your investment strategies? In this episode of Growing Your Wealth with Brian Evans, Brian the industries that have been impacted by COVID-19 and how they have adapted. Will these changing industries have any impact on your investment strategies? investing, wealth, business, retirement, real estate, market analysis No How Could This Year's Events Impact Your Tax Strategy? 54 54 How Could This Year's Events Impact Your Tax Strategy? full ff0b5dd2-f491-4d77-aaa5-38c15715d9f1 https://share.transistor.fm/s/accabb12 Wed, 02 Sep 2020 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about everything that has happened in 2020 and what to look ahead for. Brian talks about how this years events could impact your tax strategy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about everything that has happened in 2020 and what to look ahead for. Brian talks about how this years events could impact your tax strategy. investing, wealth, business, retirement, real estate, market analysis No What Could Happen to the Market During an Election Year? 53 53 What Could Happen to the Market During an Election Year? full ee9482af-71db-447e-a105-71e0b288dc3f https://share.transistor.fm/s/b4a636a9 Wed, 26 Aug 2020 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian continues his discussion on the presidential election. He talks about the historical trends of the market during election years and why they may not guarantee similar performance. In this episode of Growing Your Wealth with Brian Evans, Brian continues his discussion on the presidential election. He talks about the historical trends of the market during election years and why they may not guarantee similar performance. investing, wealth, business, retirement, real estate, market analysis No How Much of an Impact With the Presidential Election Have on the Market? 52 52 How Much of an Impact With the Presidential Election Have on the Market? full 005a95e4-f44d-4e36-8cb1-c1a31416d719 https://share.transistor.fm/s/147bb4fa Wed, 19 Aug 2020 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian discusses the upcoming presidential election and how its results could impact the market. In this episode of Growing Your Wealth with Brian Evans, Brian discusses the upcoming presidential election and how its results could impact the market. investing, wealth, business, retirement, real estate, market analysis No How COVID-19 Has Changed Financial Planning. 51 51 How COVID-19 Has Changed Financial Planning. full af6857d4-1b93-458b-96c6-eac87b7b8cba https://share.transistor.fm/s/01e1cb2d Wed, 12 Aug 2020 21:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference in financial planning during the COVID-19 pandemic. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference in financial planning during the COVID-19 pandemic. investing, wealth, business, retirement, real estate, market analysis No COVID's Impact on the United States' GDP and the Effect It Will Have. 50 50 COVID's Impact on the United States' GDP and the Effect It Will Have. full 1e691042-9bbd-42e0-868a-eb4b4e1593f0 https://share.transistor.fm/s/f5af1748 Wed, 05 Aug 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID has impacted the United States' GDP and the cascading effect it will have. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID has impacted the United States' GDP and the cascading effect it will have. investing, wealth, business, retirement, real estate, market analysis No How Does This Recession Compare to 2008? 49 49 How Does This Recession Compare to 2008? full 25fe8502-a1d5-4b54-b3da-bca83b37e1ca https://share.transistor.fm/s/ea96dae8 Wed, 29 Jul 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the 2008 recession compares to the current recession brought on my the Coronavirus. Brian also talks about the shape of the recover that is predicted. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the 2008 recession compares to the current recession brought on my the Coronavirus. Brian also talks about the shape of the recover that is predicted. investing, wealth, business, retirement, real estate, market analysis No How the Market and the Economy Have Responded to the Coronavirus? 48 48 How the Market and the Economy Have Responded to the Coronavirus? full 97fa0176-740b-4ae2-b52f-c19fb71dc4d5 https://share.transistor.fm/s/e4167d14 Wed, 22 Jul 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the market and the economy responded to the Coronavirus pandemic, and the difference between the two? In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the market and the economy responded to the Coronavirus pandemic, and the difference between the two? investing, wealth, business, retirement, real estate, market analysis No Does an Undervalued Sector Make It a Good Buy? 47 47 Does an Undervalued Sector Make It a Good Buy? full b7f2d6ee-538b-4426-85e4-1c64459e1471 https://share.transistor.fm/s/c601840a Wed, 15 Jul 2020 08:48:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how businesses will have to adapt to this new COVID-19 environment to survive. Brian also talks about certain sectors that are undervalued and if that means it is a good buy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how businesses will have to adapt to this new COVID-19 environment to survive. Brian also talks about certain sectors that are undervalued and if that means it is a good buy. investing, wealth, business, retirement, real estate, market analysis No How Might the New Decade Compare to the Previous Decade. 46 46 How Might the New Decade Compare to the Previous Decade. full 6dc5a822-5d38-4b4d-b985-e4af819731c3 https://share.transistor.fm/s/d55d4dc7 Wed, 08 Jul 2020 08:44:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth, Brian Evans talks about how this new decade might compare to the previous decade. He analyzing specific sectors and their performance and why they may or may not be a good investment. In this episode of Growing Your Wealth, Brian Evans talks about how this new decade might compare to the previous decade. He analyzing specific sectors and their performance and why they may or may not be a good investment. investing, wealth, business, retirement, real estate, market analysis No How the Economy Reopening May Affect Your Investments. 45 45 How the Economy Reopening May Affect Your Investments. full 3fba2d10-b193-474f-97b2-f6e292fd27e6 https://share.transistor.fm/s/8a60c182 Wed, 01 Jul 2020 08:42:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the economy reopening may affect your investments. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the economy reopening may affect your investments. investing, wealth, business, retirement, real estate, market analysis No How Has the Coronavirus Pandemic Affected Investment Strategies? 44 44 How Has the Coronavirus Pandemic Affected Investment Strategies? full ead3a8bf-19f8-4bf8-bf4a-852eff444090 https://share.transistor.fm/s/818c4bc5 Wed, 24 Jun 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how recent events could affect investment strategies and what you may be able to do about it. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how recent events could affect investment strategies and what you may be able to do about it. investing, wealth, business, retirement, real estate, market analysis No What is the Difference Between the Market and the Economy? 43 43 What is the Difference Between the Market and the Economy? full 251c3c60-8bc4-4145-a151-af576ff11d2e https://share.transistor.fm/s/d2aed6dc Wed, 17 Jun 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference between the market and the economy and how COVID-19 has affected them both. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference between the market and the economy and how COVID-19 has affected them both. investing, wealth, business, retirement, real estate, market analysis No Investment Strategies for Retirement During COVID-19. 42 42 Investment Strategies for Retirement During COVID-19. full 7d3d1241-929c-43d3-b095-a519678ecacf https://share.transistor.fm/s/e9c97559 Wed, 10 Jun 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona's bundle of service differs from other financial advisors. Brian also talks about how COVID-19 has affected investment strategies that could affect your retirement. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona's bundle of service differs from other financial advisors. Brian also talks about how COVID-19 has affected investment strategies that could affect your retirement. investing, wealth, business, retirement, real estate, market analysis No How Could the COVID-19 Pandemic Compare to Previous Recessions. 41 41 How Could the COVID-19 Pandemic Compare to Previous Recessions. full 9277d754-3074-4e68-8ece-a4e65b552b1a https://share.transistor.fm/s/ad35b317 Wed, 03 Jun 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the upcoming presidential election could further affect the downed economy. Brian also talks about how the COVID-19 pandemic compares to previous recessions. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the upcoming presidential election could further affect the downed economy. Brian also talks about how the COVID-19 pandemic compares to previous recessions. investing, wealth, business, retirement, real estate, market analysis No What Types of Investments Could Be Right for You During COVID-19. 40 40 What Types of Investments Could Be Right for You During COVID-19. full db053e8e-c077-4c0a-a922-d0289e44ba97 https://share.transistor.fm/s/9b2e785c Wed, 27 May 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how taxes are often overlooked by financial providers and how Madrona differentiates itself by being able to answer your tax questions. Brian also talks about safe investment alternatives and when they could be appropriate for you. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how taxes are often overlooked by financial providers and how Madrona differentiates itself by being able to answer your tax questions. Brian also talks about safe investment alter investing, wealth, business, retirement, real estate, market analysis No Should You Adjust Your Investment Expectations Because of COVID-19? 39 39 Should You Adjust Your Investment Expectations Because of COVID-19? full 22c52d4c-3528-4e06-8b1d-afc3262639e9 https://share.transistor.fm/s/316ca6c7 Wed, 20 May 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19's impact on the economy compares to previous recessions and how you should set your expectations for your investments. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19's impact on the economy compares to previous recessions and how you should set your expectations for your investments. investing, wealth, business, retirement, real estate, market analysis No How You Should Choose Your Financial Advisor for Retirement. 38 38 How You Should Choose Your Financial Advisor for Retirement. full e9d30e7d-8aef-4cc0-9023-3771219e5113 https://share.transistor.fm/s/9c0c9c0f Wed, 13 May 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about companies asking their employees to take voluntary layoffs and how it could affect your retirement. In this episode of Growing Your Wealth with Brian Evans, Brian talks about companies asking their employees to take voluntary layoffs and how it could affect your retirement. investing, wealth, business, retirement, real estate, market analysis No How COVID-19 Forced Companies to Alter Their Business Model and What That Could Mean For Your Investments. 37 37 How COVID-19 Forced Companies to Alter Their Business Model and What That Could Mean For Your Investments. full 5852967b-993e-4738-9523-7b8bd027bb31 https://share.transistor.fm/s/feb7e060 Wed, 06 May 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how companies have to adapt their business model to survive the COVID-19 pandemic. Brians also talks about the effect of the pandemic on corporations and their stocks. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how companies have to adapt their business model to survive the COVID-19 pandemic. Brians also talks about the effect of the pandemic on corporations and their stocks. investing, wealth, business, retirement, real estate, market analysis No How Quickly Could the Economy Recover From COVID-19? 36 36 How Quickly Could the Economy Recover From COVID-19? full 66751ac1-f922-4d08-b8df-87f03674696d https://share.transistor.fm/s/cf6ce009 Wed, 29 Apr 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona has adapted to the new business environment to better serve its clients. Brian also talks about how long it could take for the economy and market to recover from the COVID-19 pandemic. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona has adapted to the new business environment to better serve its clients. Brian also talks about how long it could take for the economy and market to recover from the CO investing, wealth, business, retirement, real estate, market analysis No When You Have To and When You Should File a Tax Return. 35 35 When You Have To and When You Should File a Tax Return. full 5ddf6d01-4759-457e-b9aa-931c5b4aae4f https://share.transistor.fm/s/dd7adcc1 Wed, 22 Apr 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about he and his clients are getting business done while working remote and how it has benefited Madrona's clients. Brian also talks about tax strategies about filing tax returns and how that could affect your COVID-19 stimulus check. In this episode of Growing Your Wealth with Brian Evans, Brian talks about he and his clients are getting business done while working remote and how it has benefited Madrona's clients. Brian also talks about tax strategies about filing tax returns and how investing, wealth, business, retirement, real estate, market analysis No Could Annuities and Other Safe Investment Strategies Benefit Your Portfolio? 34 34 Could Annuities and Other Safe Investment Strategies Benefit Your Portfolio? full cb33ed52-7def-441b-a276-3b73f2d5b229 https://share.transistor.fm/s/0877a262 Wed, 15 Apr 2020 08:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how he and his clients are coping with COVID-19. He also talks about types of annuities and other safe investment strategies that could benefit your portfolio. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how he and his clients are coping with COVID-19. He also talks about types of annuities and other safe investment strategies that could benefit your portfolio. investing, wealth, business, retirement, real estate, market analysis No The Black Swan Theory and What That Means for the Stock Market. 33 33 The Black Swan Theory and What That Means for the Stock Market. full 1a58549d-1d59-4f48-af19-36a6ce9cd723 https://share.transistor.fm/s/05bb192c Wed, 08 Apr 2020 09:20:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how his clients are coping with COVID-19. Brian also talks about how COVID-19 is a 'black swan event' and what that means going forward. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how his clients are coping with COVID-19. Brian also talks about how COVID-19 is a 'black swan event' and what that means going forward. investing, wealth, business, retirement, real estate, market analysis No How the Bear Market May Affect Your Finances. 32 32 How the Bear Market May Affect Your Finances. full 8a3930be-7142-4f1d-b68b-ffb15edc4c0d https://share.transistor.fm/s/743ad3bc Wed, 01 Apr 2020 05:20:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 may affect your finances during this bear market. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 may affect your finances during this bear market. investing, wealth, business, retirement, real estate, market analysis No What Is an Annuity and How Could It Benefit My Portfolio? 31 31 What Is an Annuity and How Could It Benefit My Portfolio? full e06d846d-77fc-4d29-b97d-7588afdce66f https://share.transistor.fm/s/044b71bb Wed, 25 Mar 2020 09:35:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the different types of annuities and how they could benefit your portfolio. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the different types of annuities and how they could benefit your portfolio. investing, wealth, business, retirement, real estate, market analysis No The Benefits of Passive Real Estate. 30 30 The Benefits of Passive Real Estate. full b70f8c61-890e-486c-9fb3-239f12a4c78c https://share.transistor.fm/s/5364c583 Wed, 18 Mar 2020 09:20:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investing in passive real estate may benefit your portfolio. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investing in passive real estate may benefit your portfolio. investing, wealth, business, retirement, real estate, market analysis No How COVID-19 May Continue to Affect the Economy. 29 29 How COVID-19 May Continue to Affect the Economy. full 6e1379cb-aace-4940-8655-1029d4260f6d https://share.transistor.fm/s/f9624232 Wed, 11 Mar 2020 05:20:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent drop in the market due to the Coronavirus. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent drop in the market due to the Coronavirus. investing, wealth, business, retirement, real estate, market analysis No Tax Elimination Strategies in Retirement. 28 28 Tax Elimination Strategies in Retirement. full a7a2b25c-8a5c-4d59-b029-7933d2f498f6 https://share.transistor.fm/s/79b7f315 Wed, 04 Mar 2020 09:05:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the tax implications of the 2020 elections. Brian talks about strategies that could eliminate some of your taxes in retirement for good. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the tax implications of the 2020 elections. Brian talks about strategies that could eliminate some of your taxes in retirement for good. investing, wealth, business, retirement, real estate, market analysis No How Coronavirus Affecting Overseas Manufacturing Could Affect Our Economy. 27 27 How Coronavirus Affecting Overseas Manufacturing Could Affect Our Economy. full 8bb1d630-b31a-47c7-a68d-ce49ef95231e https://share.transistor.fm/s/835be7f6 Wed, 26 Feb 2020 14:55:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the persistence of the Coronavirus and its impact on overseas manufacturing and how that could affect our economy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the persistence of the Coronavirus and its impact on overseas manufacturing and how that could affect our economy. investing, wealth, business, retirement, real estate, market analysis No How the Coronavirus Has Affected the Market so Far? 26 26 How the Coronavirus Has Affected the Market so Far? full 1dec9d2d-5830-4b84-8386-3d9827fa9300 https://share.transistor.fm/s/9fba3c1d Wed, 19 Feb 2020 13:35:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 has affected the stock market so far. In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 has affected the stock market so far. investing, wealth, business, retirement, real estate, market analysis No How the Coronavirus Could Affect Your Investments 25 25 How the Coronavirus Could Affect Your Investments full 27a0b977-65ae-440a-8d53-6b78af3da38e https://share.transistor.fm/s/a4baa0ca Wed, 12 Feb 2020 05:20:00 -0800 Madrona Financial Services Madrona Financial Services 3351 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Coronavirus and if you should be concerned about it affecting your portfolio. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Coronavirus and if you should be concerned about it affecting your portfolio. investing, wealth, business, retirement, real estate, market analysis No Implications of the 2020 Presidential Elections on Investments. 24 24 Implications of the 2020 Presidential Elections on Investments. full 84b198e8-6d1b-4325-b506-7f4e9a0f5ced https://share.transistor.fm/s/15abd7f4 Wed, 05 Feb 2020 09:40:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the potential implications on investments that the 2020 presidential election might have. Brian also discusses how risk tolerance should factor into making investment decisions. Brian also talks about how your rental cash flow might not be what you think. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the potential implications on investments that the 2020 presidential election might have. Brian also discusses how risk tolerance should factor into making investment decisions. Br investing, wealth, business, retirement, real estate, market analysis No Investment Portfolio Options Most Vulnerable to a Market Correction. 23 23 Investment Portfolio Options Most Vulnerable to a Market Correction. full d546a912-96bb-4442-baab-41e5d80c7654 https://share.transistor.fm/s/3bf2bad7 Wed, 29 Jan 2020 01:35:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian weighs in on the idea that our rapidly advancing technology will result in another recession. Brian also talks about the investment portfolio options that are most vulnerable during a market correction. Brian also invites all CPA's to contact Madrona Financial Services with their clients investment questions to bring the most value to their clients. In this episode of Growing Your Wealth with Brian Evans, Brian weighs in on the idea that our rapidly advancing technology will result in another recession. Brian also talks about the investment portfolio options that are most vulnerable during a market c investing, wealth, business, retirement, real estate, market analysis No Could Low Interest Rates Be Bad for Investing? 22 22 Could Low Interest Rates Be Bad for Investing? full 9861d5f8-47be-4c3b-97c1-46ffc5c9b32e https://share.transistor.fm/s/b26014b5 Wed, 22 Jan 2020 14:55:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Delaware Statutory Trust and how to utilize the step-up in basis. Brian also talks about the low interest rates available on the market and why they might not be a good thing for investors. Brian also talks about how Madrona Financial Services and Bauer Evans CPA's work together to benefit their clients. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Delaware Statutory Trust and how to utilize the step-up in basis. Brian also talks about the low interest rates available on the market and why they might not be a good thing f investing, wealth, business, retirement, real estate, market analysis No How the SECURE Act May Affect Your Retirement. 21 21 How the SECURE Act May Affect Your Retirement. full 4625c267-9979-45cc-b392-e8ff577ae6ef https://share.transistor.fm/s/68ea5ebf Wed, 15 Jan 2020 10:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the SECURE Act and how it could affect your retirement. Brian also gives his insights onto why he think we will not have a recession in 2020 and how to capitalize on the situation. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the SECURE Act and how it could affect your retirement. Brian also gives his insights onto why he think we will not have a recession in 2020 and how to capitalize on the situation. investing, wealth, business, retirement, real estate, market analysis No Will the Strong Market Continue in the New Year? 20 20 Will the Strong Market Continue in the New Year? full 02c9a1de-3417-4636-9b94-e00ff414eebe https://share.transistor.fm/s/6ad070fa Wed, 08 Jan 2020 10:00:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian shares his thoughts on why the strong market will continue through 2020. Brian also discusses the importance of stress-testing portfolios and why Madrona Financial Services always implements this defense. In this episode of Growing Your Wealth with Brian Evans, Brian shares his thoughts on why the strong market will continue through 2020. Brian also discusses the importance of stress-testing portfolios and why Madrona Financial Services always implements t investing, wealth, business, retirement, real estate, market analysis No Tax-Free Investment Strategies. 19 19 Tax-Free Investment Strategies. full 37a35763-3891-4563-9cd6-301955994061 https://share.transistor.fm/s/56c7c56e Wed, 01 Jan 2020 10:35:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and strategies to maximize the amount of money you keep. Brian also talks about investment options that could eliminate your taxes in retirement. He also discusses the benefits where a Roth IRA could be beneficial and when to consider a Roth conversion. In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and strategies to maximize the amount of money you keep. Brian also talks about investment options that could eliminate your taxes in retirement. He also discu investing, wealth, business, retirement, real estate, market analysis No How Can Landlords Protect Themselves? 18 18 How Can Landlords Protect Themselves? full a33b6a14-6fcb-4fd0-be2c-cb24676e5e76 https://share.transistor.fm/s/e0d841c5 Fri, 27 Dec 2019 14:20:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian new proposals from the Seattle City Council that could impact landlords. This new proposal from the Seattle City Council would prevent landlords from evicting tenants during certain times of the year. Brian gives his thoughts on this and things landlords can do to protect themselves. In this episode of Growing Your Wealth with Brian Evans, Brian new proposals from the Seattle City Council that could impact landlords. This new proposal from the Seattle City Council would prevent landlords from evicting tenants during certain times of t investing, wealth, business, retirement, real estate, market analysis No 2019 Market Analysis and What to Expect for the Upcoming Year. 17 17 2019 Market Analysis and What to Expect for the Upcoming Year. full df1e3bd4-67d1-4b4e-b14b-180cf7c1a0f0 https://share.transistor.fm/s/f6f50ea2 Wed, 18 Dec 2019 09:35:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian reviews the 2019 market performance. Brian also gives his insights on what to expect over the upcoming year and advice for the future. He also discusses inheritance tax, gift tax, and step-up in basis and how to maximize your tax deferral. Finally, Brian elaborates on the history of the 1031 Exchange and DST's and the projection of their future. In this episode of Growing Your Wealth with Brian Evans, Brian reviews the 2019 market performance. Brian also gives his insights on what to expect over the upcoming year and advice for the future. He also discusses inheritance tax, gift tax, and step-up investing, wealth, business, retirement, real estate, market analysis No Five Habits to Have to Keep Your Wealth. 16 16 Five Habits to Have to Keep Your Wealth. full ed7b92ad-091c-4ef1-944f-59305155bb04 https://share.transistor.fm/s/fdb9c8e8 Wed, 11 Dec 2019 06:20:00 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the fiscal fourth quarter and how to financial prepare for the new year. Brian also reveals five habits that keep his clients wealthy. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the fiscal fourth quarter and how to financial prepare for the new year. Brian also reveals five habits that keep his clients wealthy. investing, wealth, business, retirement, real estate, market analysis No Safe Investment Alternatives to Bonds. 15 15 Safe Investment Alternatives to Bonds. full 478c362c-8dc1-46a5-b9da-b3b0d7f33240 https://share.transistor.fm/s/328f5a9b Wed, 04 Dec 2019 06:25:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about alternative options instead of investing in the biggest asset class in investing, bonds. Brian also talks about the advantages his clients receive because of working with a fiduciary financial advisor over a non-fiduciary. In this episode of Growing Your Wealth with Brian Evans, Brian talks about alternative options instead of investing in the biggest asset class in investing, bonds. Brian also talks about the advantages his clients receive because of working with a fiducia investing, wealth, business, retirement, real estate, market analysis No Should You Defer Taxes on Your Retirement Accounts? 14 14 Should You Defer Taxes on Your Retirement Accounts? full aab00614-2755-437f-b17b-2be5c78c1b1e https://share.transistor.fm/s/a8a4456a Wed, 20 Nov 2019 13:20:00 -0800 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about if you should defer your taxes with the upcoming presidential election. Brian also talks tax strategies relating 401k accounts and if you should consider a Roth conversion. Brian also talks about how to pick annuities and what to look for. In this episode of Growing Your Wealth with Brian Evans, Brian talks about if you should defer your taxes with the upcoming presidential election. Brian also talks tax strategies relating 401k accounts and if you should consider a Roth conversion. Brian a investing, wealth, business, retirement, real estate, market analysis No How to Recession Proof Your Portfolio 13 13 How to Recession Proof Your Portfolio full bec0c9d7-276c-4e3d-97f6-20b2963e3588 https://share.transistor.fm/s/b81ebf6d Wed, 13 Nov 2019 09:00:00 -0800 Madrona Financial Services Madrona Financial Services 3353 In this episode of Growing Your Wealth with Brian Evans, Brian talks about strategies to consider during the fourth quarter of the year to prepare for 2020. Brian also talks about tactics to recession proof your retirement portfolio. Finally, Brian reveals five habits to retain your wealth. In this episode of Growing Your Wealth with Brian Evans, Brian talks about strategies to consider during the fourth quarter of the year to prepare for 2020. Brian also talks about tactics to recession proof your retirement portfolio. Finally, Brian reveal investing, wealth, business, retirement, real estate, market analysis No How Do I Know Which Type of Annuity Suits Me Best? 12 12 How Do I Know Which Type of Annuity Suits Me Best? full 65ccfd6a-f49b-4dca-a923-c4da0f5d5909 https://share.transistor.fm/s/44778af8 Wed, 30 Oct 2019 10:05:00 -0700 Madrona Financial Services Madrona Financial Services 3233 In this episode of Growing Your Wealth with Brian Evans, Brian talks about things to look out for when shopping annuities and scenarios when they may be right for you. Brian also discusses retirement myths and how you can resolve them. In this episode of Growing Your Wealth with Brian Evans, Brian talks about things to look out for when shopping annuities and scenarios when they may be right for you. Brian also discusses retirement myths and how you can resolve them. investing, wealth, business, retirement, real estate, market analysis No Why a Delaware Statutory Trust May Be Right for You 11 11 Why a Delaware Statutory Trust May Be Right for You full 9a0b9e30-54aa-455f-be86-beb1ce935a13 https://share.transistor.fm/s/bfe3d600 Wed, 23 Oct 2019 10:05:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about Delaware Statutory Trusts and scenarios where you might want to enter a DST. He also talks about what is considered a like-kind property in a Delaware Statutory Trust. Finally, Brian talks about the timeline that must be followed to enter a Delaware Statutory Trust. In this episode of Growing Your Wealth with Brian Evans, Brian talks about Delaware Statutory Trusts and scenarios where you might want to enter a DST. He also talks about what is considered a like-kind property in a Delaware Statutory Trust. Finally, Bri investing, wealth, business, retirement, real estate, market analysis No Tax Strategies for Retirement to Protect Your Wealth 10 10 Tax Strategies for Retirement to Protect Your Wealth full d542ba58-c8d8-47c3-8be4-2f8706f2ea45 https://share.transistor.fm/s/8c64c508 Wed, 16 Oct 2019 07:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and if you should expect an increased tax rate in the future and strategies to protect your wealth. Brian also discussed tax strategies to potentially defer or eliminate taxes when you retire. In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and if you should expect an increased tax rate in the future and strategies to protect your wealth. Brian also discussed tax strategies to potentially defer or investing, wealth, business, retirement, real estate, market analysis No Should You Be Concerned About Rent Control? 9 9 Should You Be Concerned About Rent Control? full a14aa540-72b6-4b58-b193-b62e0174d6f2 https://share.transistor.fm/s/5ea1bd61 Tue, 15 Oct 2019 14:25:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent bills in Oregon and California that have passed rent control and if Washington state landlords should be concerned and how you can avoid it. Brian also talks about annuities and if they could be appropriate for you. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent bills in Oregon and California that have passed rent control and if Washington state landlords should be concerned and how you can avoid it. Brian also talks about annui investing, wealth, business, retirement, real estate, market analysis No Stay Rich Investments to Keep Your Wealth 8 8 Stay Rich Investments to Keep Your Wealth full ce1f8c5b-0d21-43a5-90f8-dce217736c38 https://share.transistor.fm/s/30a67f60 Sat, 28 Sep 2019 15:35:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian discusses investments that could help you keep your fortune and stay ahead of inflation. Brian also reviews the intricacies of a Delaware Statutory Trust such as a step-up in basis and how to potentially take advantage of it. In this episode of Growing Your Wealth with Brian Evans, Brian discusses investments that could help you keep your fortune and stay ahead of inflation. Brian also reviews the intricacies of a Delaware Statutory Trust such as a step-up in basis and how to investing, wealth, business, retirement, real estate, market analysis No Is There a Way to Recession-Proof Your Portfolio? 7 7 Is There a Way to Recession-Proof Your Portfolio? full 5cc40976-01ef-47a3-ab30-35dcd22df3ac https://share.transistor.fm/s/b1bd2a03 Sat, 28 Sep 2019 15:15:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian discusses if you should be concerned about an upcoming recession and how to prepare your investments for it. Brian also talks about different property types you can own when you invest in a Delaware Statutory Trust. In this episode of Growing Your Wealth with Brian Evans, Brian discusses if you should be concerned about an upcoming recession and how to prepare your investments for it. Brian also talks about different property types you can own when you invest in a De investing, wealth, business, retirement, real estate, market analysis No Do I Need a Professional Financial Plan? 6 6 Do I Need a Professional Financial Plan? full b1cf288f-418f-47f8-a1d7-34d3560cce6d https://share.transistor.fm/s/3b70e1b1 Fri, 06 Sep 2019 14:45:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brain talks about the dangers of waiting too long to get a professional financial plan and why it might be a good idea to bring your adult children. Brian also talks about how to protect your assets when you remarry. In this episode of Growing Your Wealth with Brian Evans, Brain talks about the dangers of waiting too long to get a professional financial plan and why it might be a good idea to bring your adult children. Brian also talks about how to protect your assets investing, wealth, business, retirement, real estate, market analysis No Does a Popular Bond Market Signify an Upcoming Recession? 5 5 Does a Popular Bond Market Signify an Upcoming Recession? full 5a7aeb83-252b-4635-8471-0586408fccfe https://share.transistor.fm/s/8087c5ab Fri, 06 Sep 2019 14:20:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the bond market and if it could signify an upcoming recession. He also talks about recent low interest rates and how they can help or hurt investors. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the bond market and if it could signify an upcoming recession. He also talks about recent low interest rates and how they can help or hurt investors. investing, wealth, business, retirement, real estate, market analysis No Why Passive Real Estate Could Be Right for You 4 4 Why Passive Real Estate Could Be Right for You full 0bacaf57-1b1d-48eb-a00c-6ee7131b54db https://share.transistor.fm/s/37e8f6be Fri, 30 Aug 2019 11:05:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about the intricacies of completing a 1031 exchange and how you can use it to defer capital gain taxes when selling and buying real estate. Brian also talks about rent control, decreased tenant screening, and mandatory Section 8 housing that is plaguing the west coast and how you can avoid it before it affects you. In this episode of Growing Your Wealth with Brian Evans, Brian talks about the intricacies of completing a 1031 exchange and how you can use it to defer capital gain taxes when selling and buying real estate. Brian also talks about rent control, decreased investing, wealth, business, retirement, real estate, market analysis No A Guide to the Market 3 3 A Guide to the Market full 71a1400d-a017-4623-857d-bd9f51a43247 https://share.transistor.fm/s/4120420f Fri, 30 Aug 2019 11:00:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian reviews the S&P 500 and talks about historical fluctuations and if you should be concerned about the future. Brian also talks about the upcoming presidential election and how it could affect tax rates and your investments. In this episode of Growing Your Wealth with Brian Evans, Brian reviews the S&P 500 and talks about historical fluctuations and if you should be concerned about the future. Brian also talks about the upcoming presidential election and how it could affe investing, wealth, business, retirement, real estate, market analysis No A Guide To Retirement 1 1 A Guide To Retirement full 48da7904-5449-461e-b804-8db646ae0876 https://share.transistor.fm/s/d3f560fa Wed, 28 Aug 2019 13:25:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian reviews a guide to retirement and explains how a few changes could help you retire on time. He also talks about the struggles of the new lifestyle that is retirement, and how to find your new identity. In this episode of Growing Your Wealth with Brian Evans, Brian reviews a guide to retirement and explains how a few changes could help you retire on time. He also talks about the struggles of the new lifestyle that is retirement, and how to find your new investing, wealth, business, retirement, real estate, market analysis No What Will Your Retirement Identity Be? 2 2 What Will Your Retirement Identity Be? full ef86c141-0aba-40c7-886b-9b2e214dbcbb https://share.transistor.fm/s/10f4aad5 Wed, 28 Aug 2019 10:55:00 -0700 Madrona Financial Services Madrona Financial Services 3352 In this episode of Growing Your Wealth with Brian Evans, Brian talks about retirement and adjusting to your new lifestyle to find a meaningful purpose. Brian also discusses upcoming changes to Social Security and how it will affect you. Brian also talks about Seattle City Council and how they might adversely affect active landlords in the Seattle area. In this episode of Growing Your Wealth with Brian Evans, Brian talks about retirement and adjusting to your new lifestyle to find a meaningful purpose. Brian also discusses upcoming changes to Social Security and how it will affect you. Brian also talks a investing, wealth, business, retirement, real estate, market analysis No