Best Madrona Financial Services Podcasts (2024)

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.By Madrona Financial Services

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Income Sources The IRS Does Not Tax 52:45

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1M ago52:45

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In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.By Madrona Financial Services

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5 Good Strategies That Many People Implement Incorrectly 52:44

2M ago52:44

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In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.By Madrona Financial Services

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Dividend Investments - Are They All They're Cracked Up To Be? 52:46

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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.By Madrona Financial Services

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Prioritizing Your Wealth 2:01

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I this episode Brian discusses prioritizing your wealth.By Madrona Financial Services

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Maintaining Principal Balance In Retirement 2:02

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In this episode Brian discusses Maintaining Principal Balance In Retirement.By Madrona Financial Services

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Long Term Care Insurance 2:01

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In this episode Brian discusses long term care insurance policies.By Madrona Financial Services

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The 1035 Exchange - Exchanging One Insurance Product For Another 2:02

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In this episode Brian discusses the 1035 Exchange.By Madrona Financial Services

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5 Financial To- Do's Before You Retire 51:46

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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.By Madrona Financial Services

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Cash Flow or Income - Which Is More Important? 52:57

2M ago52:57

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In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.By Madrona Financial Services

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How Much Do You Need To Have Saved To Retire? 52:50

3M ago52:50

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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.By Madrona Financial Services

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How To Structure Income In Retirement 52:49

3M ago52:49

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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.By Madrona Financial Services

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Catch 22 Mistakes You May Make In Retirement 52:49

3M ago52:49

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In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.By Madrona Financial Services

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Are You Ready For The Trump Tax Cuts To Expire? 51:13

3M ago51:13

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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.By Madrona Financial Services

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Seven Mistakes Landlords Make When It Comes To Their Portfolio 51:54

3M ago51:54

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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.By Madrona Financial Services

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Mentoring With Wisdom 2:02

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In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.By Madrona Financial Services

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A Place For All Assets 2:01

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In this 2-minute episode, Brian discusses that there's a place for all different asset classes.By Madrona Financial Services

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Tax Efficient Investment Strategies 2:01

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In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.By Madrona Financial Services

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Older You Talking To Younger You 2:01

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

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Listen To Your Inner Voice 2:01

4M ago2:01

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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.By Madrona Financial Services

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Luck and Losses - An Overview On Emotional Investing 52:49

4M ago52:49

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In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.By Madrona Financial Services

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The Perfect Portfolio 2:01

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In this 2-minute episode Brian discusses the perfect portfolio.By Madrona Financial Services

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Minimizing Income Tax 2:01

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In this 2-minute episode Brian discusses strategies to minimize your federal income tax.By Madrona Financial Services

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DIY Investing 2:01

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In this 2-minute episode Brian discusses why DIY investing may not yield the best results.By Madrona Financial Services

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CPA's Can't Give Investment Advice 2:01

4M ago2:01

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In this 2-minute episode Brian discusses why CPAs can't give investment advice.By Madrona Financial Services

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You Can't Take It With You 2:01

4M ago2:01

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In this 2-minute episode Brian discusses estate planning.By Madrona Financial Services

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Conversations To Have With Your Loved Ones 52:57

4M ago52:57

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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.By Madrona Financial Services

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Portfolio Diversification 2:00

4M ago2:00

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In this 2-minute episode Brian discusses diversification in your portfolio.By Madrona Financial Services

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Know What Your Invested In 2:00

4M ago2:00

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In this 2-minute episode Brian discusses knowing the areas your invested in.By Madrona Financial Services

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Income Distribution Strategies 2:01

4M ago2:01

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In this 2-minute episode Brian discusses strategies for income distribution.By Madrona Financial Services

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Annuity Crediting Strategies Part 2 2:00

4M ago2:00

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In this 2-minute episode Brian continues his discussion on annuity crediting strategies.By Madrona Financial Services

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Annuity Crediting Strategies 2:01

4M ago2:01

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In this 2-minute episode Brian discusses annuity crediting strategies.By Madrona Financial Services

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Common Retirement Regrets 52:54

4M ago52:54

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I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. AlsoBy Madrona Financial Services

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Estate Planning 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses the details of estate planning.By Madrona Financial Services

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Diversification Of Your Portfolio 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio.By Madrona Financial Services

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Tax According To Source Of Income 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses how different sources of income are taxed.By Madrona Financial Services

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Cash Flow In Retirement 2:02

5M ago2:02

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In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement.By Madrona Financial Services

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The 1040 Treasure Hunt 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.By Madrona Financial Services

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Life Insurance On Both Spouses 2:02

5M ago2:02

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In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses.By Madrona Financial Services

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When To Pay Taxes 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit.By Madrona Financial Services

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Things Not Seen On A Tax Return 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches.By Madrona Financial Services

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Lazy Money 2:01

5M ago2:01

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In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you.By Madrona Financial Services

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Is It A Good Time To Pay More In Tax? 2:02

5M ago2:02

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In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.By Madrona Financial Services

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How Much Risk Is In Your Investments 52:52

5M ago52:52

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