Growing Your Wealth with Brian Evans

By Madrona Financial Services

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Episodes: 718

Description

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.

Episode Date
When An Investment Becomes Tax Efficient, Does That Make It A Better Investment?
Oct 31, 2026
The Paradox Of Real Estate Success - Could Your Most Successful Investment Be Holding You Back?
Oct 26, 2026
Why Safe Portfolios Can Be Riskier Than You Think
Oct 17, 2026
Safe Portfolios Can Be Riskier Than You Think
Oct 10, 2026
The Real Retirement Healthcare Risk - When The Bill Arrives
Oct 05, 2026
Solo Aging and The Widow's Tax - The Cost Of Not Planning
Sep 27, 2026
The Seattle Tech Dilemma - Should You Diversify The Stock That Made You Wealthy?
Sep 21, 2026
The CPA and Advisor Disconnect
Sep 14, 2026
The Future Of Wealth Navigation - Not Accumulation.
Sep 07, 2026
The Annuity Boom - Why So Many Retirees Are Choosing Protection Over Risk
Aug 31, 2026
The Wealth Habit Most People Never Build
Aug 24, 2026
Problems With Oversimplified Retirement Plans
Aug 17, 2026
Why Social Security Timing Is Really A Tax Sequencing Decision
Aug 08, 2026
The Sandwich Generation - When Wealth Starts Moving In 3 Directions
Aug 04, 2026
The Truth About Annuities
Jul 25, 2026
Exploring Tax Myths
Jul 21, 2026
The Strategies That Built Your Wealth Are Not Necessarily The Ones That Will Preserve It.
Jul 13, 2026
The Purpose Of Diversification
Jul 06, 2026
Why The 5 Years Before Retirement Can Determine The Next 20
Jun 30, 2026
When A Great Investment Becomes A Poor Allocation
Jun 22, 2026
Why Women Are Becoming One Of The Most Important forces In The Future Of Wealth
Jun 14, 2026
Why Successful People Often Struggle To Enjoy Retirement
Jun 09, 2026
Washington State Tax Shifts - Why High Income Planning Is Becoming More State Specific
Jun 02, 2026
The Retirement You Didn't Know You Could Afford,
May 25, 2026
The Investments You Loved In Your Working Years May NOT Be Loved In Your Retirement Years
May 18, 2026
Early Retirement - Why The Real Danger Starts After You Quit Working
May 11, 2026
Tax Return Treasure Hunt, Part 7 , Estate And Legacy Planning Opportunities
May 03, 2026
The Tax Return Treasure Hunt Planning Opportunities - Business Partnerships and K-1 Income.
Apr 25, 2026
The Tax Return Treasure Hunt Planning Opportunities - Part 5 - Schedule E
Apr 20, 2026
The Tax Return Treasure Hunt - What Schedule D Reveals About Capital Gains And Tax Planning
Apr 14, 2026
The Tax Return Treasure Hunt - Schedule B, interest and investment income
Apr 06, 2026
Tax Form 1040 Schedule A, The Form Many People Don't Even File
Mar 30, 2026
The Tax Return Treasure Hunt - Schedule A
Mar 25, 2026
The Millionaires Income Tax In Washington.
Mar 16, 2026
Washington's 35% Estate Tax
Mar 10, 2026
The DOW Hits 50,000 - What That Means
Mar 01, 2026
Madrona Financial And CPA's Four Pillars Of Differentiation
Feb 21, 2026
Four Main Pillars Of Differentiation Of Madrona Financial
Feb 17, 2026
Why High Net Worth Investors Often Underperform After They've Won
Feb 07, 2026
Problems With Oversimplified Retirement Plans
Feb 02, 2026
How Financial Plans Are Supposed To Work
Jan 27, 2026
Bear Market Strategies
Jan 19, 2026
Retirement Risks That Didn't Exist 20 Years Ago
Jan 12, 2026
Which Type Of Financial Advisor Is Right For You?
Jan 06, 2026
Economic Concerns for 2026
Jan 06, 2026
Top Retirement Concerns Being discussed Online
Dec 15, 2025
Words Of Wisdom For Turbulent Times
Dec 06, 2025
Money Advice For Women - Growing HER Wealth
Nov 29, 2025
What You Need To Know About The 5 Years Before and After Retirement
Nov 26, 2025
6 Strategies For High Net Worth Investors To Consider Before The New Year
Nov 17, 2025
7 Signs your Retirement Plan May Not Be Right For You
Nov 12, 2025
Why You May Want To Consider Alternative Investments
Nov 03, 2025
What You Need To Know About The Markets Today
Oct 27, 2025
Growing HER Wealth
Oct 20, 2025
Tax Traps Found In Your Cash Flow
Oct 14, 2025
Why You Need Tax Advice With Investment Advice
Oct 04, 2025
Conflicts Of Interest That You Need To Know About
Sep 29, 2025
How To Get Out Of Problematic Tax Situations With Your Investments
Sep 23, 2025
Planning For The Non-Financial Side Of Retirement
Sep 23, 2025
What Tax Planning and Tax Minimization Really Mean
Sep 06, 2025
What To Do If AI Is A Bubble And It Bursts
Aug 30, 2025
When Do Certain Investment Make Sense, And When to Stay Away.
Aug 26, 2025
Six Tax Myths That Could Cost You Big Time
Aug 16, 2025
What You Need To Know About Your 401K
Aug 13, 2025
The Big Market Warning For Retirees
Aug 07, 2025
What Retirees Need To Know Abou The One Big Beautiful Bill
Jul 31, 2025
Uncommon Ways To Structure Income In Retirement
Jul 24, 2025
7 Retirement Planning Myths Debunked
Jul 16, 2025
How To Prepare For A Possible Recession Or Depession
Jul 07, 2025
Hidden Costs In Retirement and Risks in AI Generated Retirement Plans.
Jul 02, 2025
KIRO Personal Finance Update - Protecting Parents Against Scams
Jun 25, 2025
When Seeking Safety Is Actually Risky
Jun 23, 2025
KIRO Personal Finance Update - The Best Investment Advice
Jun 18, 2025
Withdrawal Strategies To consider In Retirement
Jun 18, 2025
Different Withdrawal Strategies To Consider In Retirement
Jun 10, 2025
KIRO Personal Finance Update - How To Get Stared On An Emergency Fund
Jun 04, 2025
Inflation, Income, And Strategies To Consider
Jun 03, 2025
KIRO Personal Finance Update - The Best Investment You Can Make
May 28, 2025
Retirement Rules Often Taken Out Of Context
May 28, 2025
KIRO Personal Finance Update - Smart Moves For Grads and Parents
May 22, 2025
KIRO Personal Finance Update - Stock Market Volatility
May 19, 2025
Money Conversations Women Can't Afford To Skip
May 19, 2025
Four Tips On Maintaining Your Retirement Plan
May 12, 2025
6 Calculations Many People Get Wrong
Apr 27, 2025
Answering Your Listener Questions
Apr 21, 2025
7 Common Missed Tax Planning Opportunities
Apr 15, 2025
The Tax Law Is Written In Pencil
Apr 05, 2025
Real Estate Investment Risks You May Not Know Exist
Mar 30, 2025
Seven Signs Your Plan Or Portfolio Is Not Right For You
Mar 22, 2025
Why Your Taxes May Be Worse In Retirement And What To Do About It
Mar 19, 2025
Missed Tax Planning Opportunities
Mar 13, 2025
The Great Wealth Transfer
Mar 03, 2025
7 Retirement Planning Myths Debunked and the 60/40 Stock Bond Split - Is It Still Relevant?
Feb 24, 2025
Financial Tasks To Complete At The Beginning And End Of Year.
Feb 16, 2025
Beginning of the Year Vs. End of the Year Financial Tasks.
Feb 11, 2025
Investment Options You May Want But Can't Get On Your Own
Feb 03, 2025
5 New Blind Spots Many Miss In Their Retirement Planning
Jan 25, 2025
7 Common Missed Tax Planning Opportunities
Jan 20, 2025
5 Retirement Myths That Could Hold You Back
Jan 11, 2025
10 Questions Your CPA Should be Asking You.
Jan 09, 2025
What To Look For When Your Taxes Are Filed / Financial New Years Resolutions
Dec 28, 2024
The 500th Show!
Dec 21, 2024
The Difference Between a Plan And A Complete Plan
Dec 11, 2024
Tax Changes That Could Happen In The Near Future
Nov 26, 2024
How The Trump 2.0 Presidency Could Affect Your Pocketbook
Nov 15, 2024
The Ripple Effect When A Company Goes Under
Nov 11, 2024
Different Retirement Plans For Different Careers
Nov 04, 2024
Tax And Inheritances Issues When You Oversimplify your Financial Plan
Oct 28, 2024
5 Things Brian Wishes People Understood About Taxes And Investments
Oct 22, 2024
What Happens When Your CPA And Advisor Don't Talk
Oct 15, 2024
We Answer Your Questions
Oct 05, 2024
Your Questions Answered
Sep 30, 2024
What To Do If You Have An Annuity That Isn't Performing Well
Sep 21, 2024
Six Transitions In Retirement And How To Prepare For Them
Sep 14, 2024
What You Need To Know Before Your Spouse Passes
Sep 07, 2024
Three Investment Myths That May Cost You Money
Aug 31, 2024
What To Do Now Before Interest Rates Start Dropping
Aug 26, 2024
How To Turn Your 401 K Into Retirement Income.
Aug 26, 2024
Sell-Off On Wall Street - What Happened.
Aug 10, 2024
How To Turn Your 401K Into Retirement Income
Aug 06, 2024
What To Expect From A Comprehensive Financial Advisor
Jul 13, 2024
How To Vet Your Investment Options Like A CPA
Jul 06, 2024
5 Ways To Prepare For A Recession
Jun 29, 2024
What You Need To Know About Your Real Estate Portfilio
Jun 22, 2024
Assumptions That Pre-Retirees Make That Could Hurt Them
Jun 15, 2024
Business Succession Strategies
Jun 08, 2024
How Small Decisions Can Make A Big Difference In Retirement Planning.
Jun 01, 2024
Breaking Down Income Streams And Taxes In Retirment
May 25, 2024
The Purpose Of Investment Portfolio Diversification
May 18, 2024
How To Prepare For A Market Crash
May 11, 2024
The Retirement Prep Checklist - What To Do As You Get Closer To Retirement,
Apr 27, 2024
The Entrepreneur and Landlord Retirement Dilemma
Apr 20, 2024
What Women Need To Know About Retirement
Apr 13, 2024
What You Need To Know About The Financial Phases Of Retirement
Apr 06, 2024
Tax Planning During Different Seasons Of Life
Apr 01, 2024
How The Private Markets Can Play An Important Role In Your Portfolio
Apr 01, 2024
Income Sources The IRS Does Not Tax
Mar 16, 2024
5 Good Strategies That Many People Implement Incorrectly
Mar 09, 2024
Dividend Investments - Are They All They're Cracked Up To Be?
Mar 03, 2024
Prioritizing Your Wealth
Mar 01, 2024
Maintaining Principal Balance In Retirement
Feb 28, 2024
Long Term Care Insurance
Feb 27, 2024
The 1035 Exchange - Exchanging One Insurance Product For Another
Feb 26, 2024
5 Financial To- Do's Before You Retire
Feb 24, 2024
Cash Flow or Income - Which Is More Important?
Feb 17, 2024
How Much Do You Need To Have Saved To Retire?
Feb 10, 2024
How To Structure Income In Retirement
Feb 03, 2024
Catch 22 Mistakes You May Make In Retirement
Jan 27, 2024
Are You Ready For The Trump Tax Cuts To Expire?
Jan 20, 2024
Seven Mistakes Landlords Make When It Comes To Their Portfolio
Jan 13, 2024
Mentoring With Wisdom
Jan 12, 2024
A Place For All Assets
Jan 11, 2024
Tax Efficient Investment Strategies
Jan 10, 2024
Older You Talking To Younger You
Jan 09, 2024
Listen To Your Inner Voice
Jan 08, 2024
Luck and Losses - An Overview On Emotional Investing
Jan 06, 2024
The Perfect Portfolio
Dec 30, 2023
Minimizing Income Tax
Dec 28, 2023
DIY Investing
Dec 28, 2023
CPA's Can't Give Investment Advice
Dec 26, 2023
You Can't Take It With You
Dec 25, 2023
Conversations To Have With Your Loved Ones
Dec 23, 2023
Portfolio Diversification
Dec 22, 2023
Know What Your Invested In
Dec 21, 2023
Income Distribution Strategies
Dec 20, 2023
Annuity Crediting Strategies Part 2
Dec 19, 2023
Annuity Crediting Strategies
Dec 19, 2023
Common Retirement Regrets
Dec 19, 2023
Estate Planning
Dec 08, 2023
Diversification Of Your Portfolio
Dec 07, 2023
Tax According To Source Of Income
Dec 06, 2023
Cash Flow In Retirement
Dec 04, 2023
The 1040 Treasure Hunt
Dec 04, 2023
Life Insurance On Both Spouses
Dec 01, 2023
When To Pay Taxes
Dec 01, 2023
Things Not Seen On A Tax Return
Nov 30, 2023
Lazy Money
Nov 28, 2023
Is It A Good Time To Pay More In Tax?
Nov 27, 2023
How Much Risk Is In Your Investments
Nov 25, 2023
Tax Free Investing In Retirement
Nov 24, 2023
Sources of Investment Advice
Nov 23, 2023
Non Taxable Income
Nov 22, 2023
The Challenges of Retiring Early
Nov 21, 2023
30 Important Decisions
Nov 20, 2023
The Truth Behind The Headlines and Increasing The Value Of Your Business.
Nov 18, 2023
Staying Invested In A Down Market
Nov 18, 2023
Where To Pull Income From In Retirement
Nov 16, 2023
Passive Investing
Nov 15, 2023
Gifting to Children
Nov 14, 2023
Dollar Cost Averaging
Nov 13, 2023
The Good, The Bad, And The Ugly of Life Insurance
Nov 13, 2023
Things Not Seen On A Tax Return
Nov 10, 2023
Do You Really Need A Financial Planner?
Nov 09, 2023
Lifestyle Planning
Nov 08, 2023
Where Your 401K Is Held
Nov 07, 2023
Estate Planning
Nov 06, 2023
How Would A CPA Suggest You Take Income In Retirement
Nov 06, 2023
Tax Free Investing In Retirement
Nov 03, 2023
The Perfect Portfolio
Nov 02, 2023
Outside The Box Investments
Nov 01, 2023
Fixed Index Annuities
Oct 31, 2023
You Can't It With You
Oct 30, 2023
End Of Year Tax Planning Checklist
Oct 29, 2023
Required Minimum Distributions
Oct 27, 2023
Private Non-Traded Equity REITS
Oct 26, 2023
Risk Tolerance
Oct 25, 2023
The Strategy Of Safe Investments
Oct 24, 2023
When To Pay Taxes
Oct 23, 2023
THE END OF YEAR TAX PLANNNING CHECKLIST
Oct 23, 2023
Revocable Living Trust
Oct 20, 2023
Should You Pay Off Your Mortgage
Oct 19, 2023
Charitable Gifting Plan
Oct 18, 2023
Your Financial Plan And Legacy
Oct 17, 2023
Is Your CPA Giving You Investment Advice?
Oct 16, 2023
5 Strategies If We Enter Into A Recession
Oct 15, 2023
Required Minimum Distributions
Oct 13, 2023
Pension Decisions
Oct 12, 2023
The Meaning of Fiduciary
Oct 11, 2023
The Financial Toolbox
Oct 10, 2023
Business Structures
Oct 10, 2023
Why Many Struggle Transitioning Into Retirement
Oct 10, 2023
6 Components Of Any Investment
Oct 06, 2023
Tax Free Investing In Retirement
Oct 05, 2023
Revocable Living Trust
Oct 04, 2023
Your Pension - Lump Sum Or Monthly Check
Oct 03, 2023
The Definition Of Retirement
Oct 02, 2023
The 10 Essentials Of Retirement Plannning
Oct 02, 2023
Tax According To Source Of Income
Sep 28, 2023
Planning For The Longer Living Spouse
Sep 27, 2023
Cash Flow In Retirement
Sep 26, 2023
Diversification In Your Portfolio
Sep 25, 2023
Seven Deadly Sins For Retirees
Sep 24, 2023
Real Estate Exit Strategy
Sep 22, 2023
Client Concerns About Cash and Cash Equivalents
Sep 21, 2023
Client Concerns About 401K Plans
Sep 20, 2023
Client Concerns About Diversification
Sep 19, 2023
Client Concerns About Inflation
Sep 18, 2023
The State Of The Economy
Sep 18, 2023
Christians, Mechanics, and 401ks
Sep 14, 2023
Financial Planning Protection
Sep 13, 2023
Advanced Gifting Strategies
Sep 12, 2023
Adjusting Your Retirement Portfolio
Sep 11, 2023
12 Common Retirement Mistakes Even Well-Informed Individuals Make
Sep 10, 2023
CPA Advice
Sep 08, 2023
Structured Notes
Sep 07, 2023
Advanced Gifting Strategies
Sep 06, 2023
Starting A Business
Sep 06, 2023
Making Gifts To Children
Sep 05, 2023
Today's New Market
Sep 02, 2023
Four Things To Do Before Retirement So Your House Is In Order
Aug 26, 2023
In Depth Look At Social Security
Aug 19, 2023
Small Business Retirement Plans
Aug 18, 2023
Annuity Liquidity Charges and Fees
Aug 17, 2023
Selling Your Business Internally
Aug 16, 2023
Types of Annuities
Aug 15, 2023
The Strategy of Safe Investments
Aug 14, 2023
A CPAs Take On The Strength Of The Market
Aug 12, 2023
When To Pay Taxes
Aug 11, 2023
Ways To Own Real Estate
Aug 10, 2023
The Four Flavors Of Tax
Aug 09, 2023
Should You Pay Off Your Mortgage
Aug 08, 2023
The Roth and The Traditional IRA
Aug 07, 2023
Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize
Aug 07, 2023
Important Ages Leading Up To And In Retirement
Aug 04, 2023
Moving To A State With No State Tax
Aug 03, 2023
Cash and Cash Equivalents
Aug 02, 2023
Annuity Payout Options
Aug 01, 2023
Annuity Crediting Options
Jul 31, 2023
How To Tackle Inflation In Retirement
Jul 30, 2023
CPA Advice
Jul 28, 2023
Size Of The Market Segments
Jul 27, 2023
Required Minimum Distributions
Jul 26, 2023
Pension Decisions
Jul 25, 2023
The Meaning Of A Fiduciary,
Jul 24, 2023
How To Tackle Inflation In Retirement
Jul 22, 2023
Pension Payout Decisions
Jul 21, 2023
The Meaning Of A True Fiduciary
Jul 20, 2023
The Tools In The Madrona Financial Toolbox
Jul 19, 2023
Structures For Your Business
Jul 18, 2023
Using A Corporate Trustee
Jul 18, 2023
How To Determine Which Stocks Are Right For You
Jul 15, 2023
CRUTS and CRATS
Jul 14, 2023
Step Up In Basis
Jul 13, 2023
Donating Your RMD To Charity
Jul 12, 2023
Your Financial Plan And Charitable Gifting
Jul 11, 2023
Financial Planning And Your Legacy
Jul 10, 2023
5 Financial Pitfalls Your Estate Planning Attorney May Have Missed
Jul 08, 2023
A Charitable Gifting Plan
Jul 07, 2023
The Importance Of A Financial Plan
Jul 06, 2023
Your Financial Plan And Your Legacy
Jul 05, 2023
The Sale Of Your Business
Jul 04, 2023
What Is Premium Finance Life Insurance?
Jul 03, 2023
Overlooked Tax Breaks For Retirees
Jul 03, 2023
Planning A Legacy
Jul 03, 2023
The Importance Of A Financial Plan
Jul 03, 2023
Charitable Gifting Strategies
Jul 03, 2023
Donate An RMD To Charity
Jul 03, 2023
Put A Charity In Your Will
Jul 03, 2023
The Problem With After-Tax Funds and Retirement
Jul 03, 2023
When Can I Retire
Jun 23, 2023
Optimizing Your Social Security
Jun 22, 2023
Selling A Business
Jun 21, 2023
Rules Around Selling A Residence
Jun 20, 2023
What Is The Market
Jun 19, 2023
7 Stocks That Are Supporting The Market And How It Affects Your Strategy
Jun 18, 2023
Credit Shelter Trust
Jun 15, 2023
1035 Exchange
Jun 14, 2023
1031 Exchange
Jun 13, 2023
Gifting Using a Fixed Index Universal Life Policy
Jun 12, 2023
Two Types Of Fixed Annuities
Jun 12, 2023
4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies
Jun 12, 2023
RMDs - Required Minimum Distributions
Jun 12, 2023
Minimizing Income Tax
Jun 12, 2023
Tax Free Investing In Retirement
Jun 12, 2023
Lifestyle Planning
Jun 12, 2023
CPAs Shouldn't Give Investment Advice
Jun 12, 2023
Tax Planning - What Advisors Are Getting Wrong
Jun 12, 2023
A Place For All Assets
Jun 02, 2023
Being Too Conservative With Your Investments
Jun 01, 2023
Life Insurance On Both Spouses
May 31, 2023
The Best Investment You Can Make
May 30, 2023
The 7 Legged Retirement Stool
May 29, 2023
Risks Associated With Your Stock/Bond Portfolio
May 28, 2023
Client Concerns - Tax Planning
May 26, 2023
Client Concerns - Cash and Cash Equivalents
May 25, 2023
Client Concerns - 401K Plans
May 24, 2023
Client Concerns - Diversification
May 23, 2023
Client Concerns - Inflation
May 22, 2023
3 Common Mistakes That Leave A Surviving Spouse In Trouble
May 20, 2023
How To Retire from Being A Landlord
May 19, 2023
Portfolio Diversification
May 18, 2023
You Advisor and CPA Working Together
May 17, 2023
Cash Flow In Retirement
May 16, 2023
What the 1033 Exchange Is All About
May 15, 2023
What To Do With Your 401K and Charitable Gifting Strategies
May 14, 2023
Tax According To Source Of Income
May 12, 2023
The 5 Components Of Any Investment
May 11, 2023
The 1040 Treasure Hunt
May 10, 2023
Madrona Can Collaborate With Your CPA
May 09, 2023
Is A Million Dollars Enough For Retirement?
May 08, 2023
Taxes Going Up By 66% In 2031
May 06, 2023
Who Madrona Financial and CPAs Is Best Suited For
May 05, 2023
Taxes On The Sale Of Your Principal Residence
May 04, 2023
Tax Free Investing In Retirement
May 03, 2023
Stock Market vs Economy
May 02, 2023
Real Estate Owner Exit Strategy
May 01, 2023
Taxes and Your Retirement Plan
Apr 29, 2023
Financial Strategies and Solutions
Apr 28, 2023
The Emotions Of Money
Apr 28, 2023
JP Morgan 2nd Quarter Guide To The Markets
Apr 28, 2023
Protected Assets
Mar 31, 2023
Tax Free Investing In Retirement
Mar 29, 2023
Lifestyle Investment Planning
Mar 28, 2023
CPAs Can't Give Investment Advice
Mar 27, 2023
Life Insurance For Both Spouses
Mar 27, 2023
Income Taxes
Mar 26, 2023
Dollar Cost Averaging
Mar 24, 2023
You Can't Take Your Wealth With You To The Grave
Mar 23, 2023
Madrona Collaborates With Your CPA
Mar 22, 2023
Prioritizing Your Wealth
Mar 21, 2023
The Perfect Portfolio
Mar 20, 2023
Failure Of SBV Bank and President Biden's Tax Proposal
Mar 19, 2023
The Effects of Politics on Your Porfolio
Mar 17, 2023
Bond Yields
Mar 16, 2023
Cash and Cash Equivalents
Mar 15, 2023
Tax Planning
Mar 14, 2023
The Effects of Inflation on Your Portfilio
Mar 13, 2023
Landlord Exit Strategy - The Delaware Statutory Trust
Mar 11, 2023
Do-It-Yourself Investing
Mar 10, 2023
Opportunity Zones
Mar 09, 2023
Required Minimum Distributions
Mar 08, 2023
Madrona Financial Tool Box
Mar 07, 2023
Active Landlord Exit Strategy
Mar 06, 2023
Minimizing Income Tax
Mar 03, 2023
Private Non-Traded Equity REITS
Mar 02, 2023
Landlord Exit Strategy
Mar 01, 2023
Financial Lifestyle Planning
Feb 28, 2023
Lazy Money
Feb 27, 2023
401K, 403B 457, TSP - What's The Difference?
Feb 25, 2023
How Madrona Works With Your CPA
Feb 24, 2023
CPAs Can't Give Investment Advice
Feb 24, 2023
When Is It Good To Pay More in Tax
Feb 22, 2023
Things Not Seen On A 401K
Feb 21, 2023
Having A CPA and a Financial Advisor Working Together
Feb 20, 2023
Sources Of Income In Retirement
Feb 20, 2023
Donating RMDs to Charity
Feb 17, 2023
Roth 401K
Feb 16, 2023
Alternative Assets
Feb 13, 2023
Protected Assets
Feb 13, 2023
Risk Assetts
Feb 13, 2023
What Will Your Legacy Be?
Feb 13, 2023
Why You Should NOT Be In The Zero Tax Bracket
Feb 04, 2023
Tax Free Investing In Retirement
Feb 03, 2023
Tax According To Source Of Income
Jan 31, 2023
Planning For The Longer Living Spouse
Jan 31, 2023
Cash Flow In Retirement
Jan 31, 2023
Do-It-Yourself Investing
Jan 31, 2023
Portfolio Diversification
Jan 31, 2023
What To Do With Your 401K
Jan 31, 2023
Financial Portfolio Diversification
Jan 20, 2023
The Purpose Of Your Investments
Jan 19, 2023
Bond Yields
Jan 18, 2023
Cash and Cash Equivalents In Investing
Jan 17, 2023
A Flat Stock Market
Jan 17, 2023
1040 Tax Form Detective
Jan 17, 2023
401 K Plans
Jan 17, 2023
The Importance of Tax Planning
Jan 17, 2023
Interest Rates On Your Investments
Jan 17, 2023
Inflation and Your Money
Jan 17, 2023
Politics and Your Finances
Jan 17, 2023
4 Flavors of Taxes
Jan 17, 2023
Estate Planning
Jan 06, 2023
Where Your 401K Is Held
Jan 05, 2023
Compound Interest
Jan 03, 2023
1033 Exchange
Jan 02, 2023
Step Up In Basis
Jan 02, 2023
Understanding Annuity Fees
Jan 02, 2023
Investing In Target Date Funds
Dec 30, 2022
Investing When You're Young
Dec 29, 2022
Social Security
Dec 28, 2022
Mentoring With Wisdom
Dec 27, 2022
Current state of Madrona Financial and the Financial Planning Scene
Dec 27, 2022
What Our Clients Are Talking To Us About
Dec 27, 2022
A Place For All Assets
Dec 26, 2022
Being Too Conservative
Dec 26, 2022
What's Your Number
Dec 26, 2022
Longevity Risk
Dec 26, 2022
The Definition of Retirement
Dec 26, 2022
Listen To Your Inner Voice
Dec 26, 2022
Investment Diversification
Dec 17, 2022
The 5 Components Of Any Investment
Dec 15, 2022
Dollar Cost Averaging
Dec 14, 2022
Investing In Precious Metals
Dec 13, 2022
1040 Tax Form Treasure Hunt
Dec 12, 2022
2025 Tax Cuts Sunset
Dec 12, 2022
The Best Investment You Can Make
Dec 09, 2022
The 7 Legged Retirement Stool
Dec 08, 2022
Year End Tax Planning
Dec 08, 2022
Life Insurance On Both Spouses
Dec 06, 2022
Tax Efficient Investment Strategies
Dec 05, 2022
Estate Planning Advice
Dec 03, 2022
Older You Talking To Younger You
Dec 02, 2022
Staying Invested
Dec 01, 2022
The Challenges of Retiring Early
Nov 30, 2022
Pension Alternatives
Nov 29, 2022
Non-Taxable Income
Nov 28, 2022
Year-End Tax Planning and The Solvency of Social Security and Medicare.
Nov 28, 2022
30 Important Decisions
Nov 25, 2022
Tax Free Investing In Retirement
Nov 24, 2022
The Definition Of Retirement
Nov 23, 2022
Being Too Conservative With Your Investments
Nov 22, 2022
Estate Planning
Nov 22, 2022
Client Concerns
Nov 22, 2022
Sources of Investment Advice
Nov 18, 2022
Investment Diversification
Nov 17, 2022
Life Insurance
Nov 16, 2022
Trusts - It Takes A Village
Nov 15, 2022
Trusts
Nov 14, 2022
Residential or Second Home Sale Gains
Nov 14, 2022
Passive Real Estate
Nov 11, 2022
Boeing Pension Plan Decision
Nov 10, 2022
Fixed Index Annuity With A Cap
Nov 09, 2022
Fixed Annuities
Nov 08, 2022
The Psychology of Stock Market Investing
Nov 08, 2022
Meet Joel Maher of Madrona Financial and CPA's
Nov 08, 2022
Fixed Index Annuities
Nov 04, 2022
Taking Advantage of Today's High Interest Rates
Nov 03, 2022
Bond Substitutes
Nov 02, 2022
Madrona Investment Options
Nov 01, 2022
Boeing Pension Decision
Oct 31, 2022
Tax Advantaged Investment Strategies
Oct 29, 2022
You Can't Take It With You.
Oct 28, 2022
Staging A Business For Sale
Oct 27, 2022
Tax Free Investing In Retirement
Oct 26, 2022
Lifetime Cash Flow Annuities
Oct 25, 2022
We're All Busy
Oct 24, 2022
Guide To The Markets Part Two
Oct 24, 2022
Financial Planning For Women
Oct 21, 2022
The Perfect Portfolio
Oct 20, 2022
Investing With The Older You In Mind
Oct 19, 2022
Cash Flow In Retirement
Oct 18, 2022
Is A Million Dollars Enough In Retirement?
Oct 17, 2022
Boeing Pension Decision and The Third Quarter Guide To The Market.
Oct 16, 2022
Tax Free Investing In Retirement
Oct 14, 2022
Collaborating With Your CPA
Oct 13, 2022
Pension Alternatives
Oct 12, 2022
The 5 Components Of Nay Investment
Oct 11, 2022
Outside The Box Investments
Oct 10, 2022
Investing With Purpose In Mind
Oct 09, 2022
30 Important Decisions in Life
Oct 07, 2022
Different Ways To Own Real Estate
Oct 06, 2022
When To Pay Taxes
Oct 05, 2022
Tax According To Source Of Income
Oct 05, 2022
CPA Advice
Oct 03, 2022
Will The Financial Ride Get Bumpier
Oct 03, 2022
The 7 - Legged Retirement Stool
Sep 30, 2022
Household Wealth Changes
Sep 29, 2022
Retirement Mistakes - Inflation
Sep 27, 2022
Retirement Mistakes - Taxes
Sep 26, 2022
Retirement Mistakes - Social Security Maximization
Sep 26, 2022
Retirement Mistakes - Social Security Maximization
Sep 26, 2022
Tax Rates, Roth vs 401K, Annuity Crediting, and Important Ages
Sep 26, 2022
Alternative Investments
Sep 23, 2022
Medicare Supplement Costs
Sep 22, 2022
Required Minimum Distributions (RMDs)
Sep 21, 2022
Selling Investment Real Estate
Sep 20, 2022
30 Important Decisions In Life
Sep 19, 2022
Investing In Passive Real Estate Using A DST.
Sep 18, 2022
Prioritizing Your Wealth
Sep 16, 2022
Investing In Precious Metals
Sep 15, 2022
Dollar Cost Averaging
Sep 14, 2022
Creative Destruction
Sep 13, 2022
1040 Treasure Hunt
Sep 12, 2022
Stock Market Rallies - Are They Real?
Sep 10, 2022
Retirement Mistakes - Social Security
Sep 09, 2022
Retirement Mistakes - Inflation
Sep 08, 2022
Retirement Mistakes - Taxes
Sep 07, 2022
The Size of the Market Sectors
Sep 06, 2022
Selling Investment Real Estate
Sep 05, 2022
False Market Rallies
Sep 03, 2022
Estatate Tax
Aug 27, 2022
The Section 1035 Exchange
Aug 25, 2022
Premium Finance Life Insurance
Aug 24, 2022
When Can I Retire
Aug 23, 2022
Passive Real Estate
Aug 22, 2022
All About Annuities
Aug 20, 2022
Annuity Crediting Options
Aug 19, 2022
Business Structures
Aug 18, 2022
The Financial Toolbox
Aug 17, 2022
Market Sector Sizes
Aug 16, 2022
Pension Decisions
Aug 15, 2022
Taxes
Aug 13, 2022
Proritizing Your Wealth
Aug 12, 2022
Long Term Care Policies
Aug 11, 2022
Should You Pay Off Your Mortgage
Aug 10, 2022
Cash and Cash Equivalents
Aug 09, 2022
Adjusting Your Retirement Portfolio
Aug 08, 2022
Am I OK To Retire?
Aug 06, 2022
How To Handle Risk Tolerance Among Couples
Aug 05, 2022
What Investments Can Combat Inflation
Aug 04, 2022
Selling Your Principal Residence or Renting It Out
Aug 03, 2022
Pulling From Your Principal In Retirement or Passive Income
Aug 02, 2022
Maintaining The Balance Of Your Principal In Retirement
Aug 01, 2022
How Inflation Affects Different Investments
Jul 23, 2022
CPA Advice
Jul 22, 2022
Tax Free, Tax Deductions, Tax Deferrals and Tax Credits
Jul 21, 2022
When Can You Retire?
Jul 20, 2022
Where You Should Pull Income From In Retirement
Jul 19, 2022
When Can I Roll Over My 401K?
Jul 18, 2022
Understanding Alternative Investments
Jul 16, 2022
Grow Your Wealth Without Risky Investments
Jul 15, 2022
Stock Market Investing
Jul 14, 2022
Required Minimum Distributions
Jul 13, 2022
What To Do With Excess Cash
Jul 12, 2022
Dollar Cost Averaging
Jul 11, 2022
Understanding Alternative Investments
Jul 09, 2022
How To Build A Portfolio For Retirement While Combatting Inflation
Jul 02, 2022
The Importance of Investing Combined with CPA Advice
Jul 01, 2022
Adjusting Your Retirement Portfolio
Jun 30, 2022
59 1/2 - An Important Age To Consider
Jun 29, 2022
Variable Annuities
Jun 28, 2022
Using Roth Accounts
Jun 27, 2022
Long Term Care Insurance Policies
Jun 24, 2022
Small Business Structures
Jun 23, 2022
Alternative Investments
Jun 22, 2022
When To Take Social Security
Jun 21, 2022
How Much Should I Contribute To My 401K
Jun 20, 2022
What Is A Retirement Plan
Jun 18, 2022
Medicare Part B and Supplement Costs
Jun 17, 2022
The Seven Different Kinds of IRAs.
Jun 16, 2022
Required Minimum Distributions
Jun 15, 2022
Passive Investing
Jun 14, 2022
Dollar Cost Averaging
Jun 13, 2022
Solving For Income
Jun 11, 2022
Paying Tax on Your Social Security
Jun 10, 2022
Real Estate Investment Trusts
Jun 09, 2022
Prioritizing Your Wealth
Jun 08, 2022
Investing In Precious Metals
Jun 07, 2022
What Does It Mean To Be Diversified In Your Investments
Jun 06, 2022
How To Protect Your Wealth
Jun 04, 2022
Growing Your Wealth in 120 Seconds - Financial Creative Destruction
Jun 03, 2022
Growing Your Wealth in 120 Seconds - Capital Gains Taxes
Jun 02, 2022
Growing Your Wealth in 120 Seconds - The IRS Tax Form 1040 Treasure Hunt
Jun 01, 2022
Growing Your Wealth in 120 Seconds - Cash and Cash Equivalents
May 31, 2022
Growing Your Wealth in 120 Seconds - Why Bonds Are Losing Money
May 30, 2022
Inflation And How To Deal With It
May 24, 2022
What You Need To Know About Working with Multiple Advisors
May 17, 2022
What To Do Now That Tax Season Is Over
May 10, 2022
Passive Real Estate With a Delaware Statutory Trust
May 03, 2022
Estate Planning Tips
Apr 26, 2022
Christians, Mechanics, and Your 401 K
Apr 19, 2022
The Entrepreneur's Wheel
Mar 31, 2022
Gifting Strategies and Estate Taxes
Mar 22, 2022
Five Primary Areas To Invest In
Mar 08, 2022
Life Insurance and Trusts
Mar 01, 2022
All About Real Estate and REITs
Mar 01, 2022
Investment Real Estate
Mar 01, 2022
Estate Planning
Mar 01, 2022
Medicare, Medicaid, and Long Term Care Insurance
Jan 26, 2022
Annual Year in Review - 2021
Jan 18, 2022
All About Annuities
Jan 12, 2022
Ages, 401Ks, Tax Rates, and Annuities
Dec 31, 2021
All About Taxes
Dec 21, 2021
Timing The Market
Dec 15, 2021
The True Meaning of the Fiduciary Standard
Dec 15, 2021
The Tools In A Financial Toolbox
Nov 29, 2021
Five Goals Of Financial Planning
Nov 29, 2021
Charitable Gifting Strategies
Nov 15, 2021
Social Security Basics and Estate Taxes
Nov 15, 2021
Life Insurance Types and Uses
Nov 15, 2021
Investment Real Estate
Oct 22, 2021
Business Sale and Succession and Long Term Care
Oct 13, 2021
Annuities Explained
Oct 13, 2021
Income Taxes and How to Minimize Them
Sep 28, 2021
Is Your Portfolio Diversified Enough?
Sep 28, 2021
President Biden's Tax Proposals And Your Passing On Wealth
Sep 05, 2021
Madrona Financial's Evolution To Serving High Net Worth Clients
Sep 05, 2021
Current Events and Investment Real Estate
Sep 05, 2021
Review and Analysis Of The First Half Of The 2021 Market
Sep 05, 2021
Economy Prognosis or The Remainder Of 2021
Sep 05, 2021
Current Events And Your Money
Sep 04, 2021
Running Out Of Money In Retirement
Sep 04, 2021
Four Retirement Mistakes To Avoid
Sep 04, 2021
Rising Inflation And The Housing Market
Sep 04, 2021
Current Events And The Markets
Sep 03, 2021
State Of The Economy The Rest Of The Year
Sep 03, 2021
The State Of The Market
Sep 03, 2021
Shift In Policies From Trump To Biden Administration
Sep 03, 2021
Analyzing the 2021 Stock Market's Performance.
May 20, 2021
How Can Taxes Affect Where You Live and Retire?
May 13, 2021
Should the Stock Market's Recent Performance Change Your Investment Strategies?
May 06, 2021
How to Manage Your Risk Levels for Your Investments.
Apr 29, 2021
How To Manage Your Emotions and Make Better Investments.
Apr 22, 2021
How the Vaccine Could Help the Market and Your Investments.
Apr 15, 2021
Which Industries Are Thriving After the Pandemic and Why That Could Impact Your Investments.
Apr 08, 2021
Has the Market Recovered From the Pandemic?
Apr 01, 2021
Why Does the DOW Keep Rising and What Could That Mean for Investors?
Mar 25, 2021
What Has COVID-19 Done to the Economy and Investments Over the Past Year?
Mar 18, 2021
Is the Market Overvalued at the Beginning of 2021?
Mar 11, 2021
Could Working Remotely Change Your Tax Strategy?
Mar 04, 2021
What is the Madrona Bundle of Services and How Can They Help You?
Feb 25, 2021
How To Avoid Running Out of Money During Retirement.
Feb 18, 2021
Should the GameStop Stock Short-Selling Change Your Investment Strategy?
Feb 11, 2021
How the National Debt Could Affect Tax Plans and Investments.
Feb 04, 2021
The Nine Investment Pitfalls to Avoid.
Jan 28, 2021
What Services Does Madrona Financial Services Provide?
Jan 21, 2021
How Did the Pandemic Affect the Market Compared to Previous Recessions?
Jan 14, 2021
How the Pandemic Has Impacted Businesses and Could That Affect Your Investments?
Jan 07, 2021
Will the Market Return to Normal in 2021?
Dec 31, 2020
Could the Real Estate Market Be At Risk After COVID-19?
Dec 23, 2020
Tax Year-End Deadlines and Possible Strategies.
Dec 16, 2020
How the Market Has Adapted This Year and What It Could Mean for the Future.
Dec 09, 2020
How To Leverage a Step-Up-In-Basis for Your Tax Strategy?
Dec 02, 2020
What Does the "Market" React To and How Could That Affect Your Decision Making?
Nov 18, 2020
How to Get the Financial Help You Need to Prepare Yourself for Retirement?
Nov 11, 2020
What Differentiates Madrona Financial Services from Other Financial Advisors?
Nov 04, 2020
How Can the 2020 Presidential Election Impact Your Retirement?
Oct 28, 2020
What does the Current Success of the Market Mean?
Oct 21, 2020
Analyzing Market Trends and Growth Projections for 2021.
Oct 14, 2020
Economic Projections for 2021.
Oct 07, 2020
Strategies for Investing While In Retirement.
Sep 30, 2020
When Should I Use a Financial Advisor?
Sep 23, 2020
Potential Implications of the Presidential Election on Taxes and the Market.
Sep 17, 2020
Should Industry Adaptations Due to COVID-19 Have an Effect on Your Investment Portfolio?
Sep 10, 2020
How Could This Year's Events Impact Your Tax Strategy?
Sep 03, 2020
What Could Happen to the Market During an Election Year?
Aug 27, 2020
How Much of an Impact With the Presidential Election Have on the Market?
Aug 20, 2020
How COVID-19 Has Changed Financial Planning.
Aug 13, 2020
COVID's Impact on the United States' GDP and the Effect It Will Have.
Aug 05, 2020
How Does This Recession Compare to 2008?
Jul 29, 2020
How the Market and the Economy Have Responded to the Coronavirus?
Jul 22, 2020
Does an Undervalued Sector Make It a Good Buy?
Jul 15, 2020
How Might the New Decade Compare to the Previous Decade.
Jul 08, 2020
How the Economy Reopening May Affect Your Investments.
Jul 01, 2020
How Has the Coronavirus Pandemic Affected Investment Strategies?
Jun 24, 2020
What is the Difference Between the Market and the Economy?
Jun 17, 2020
Investment Strategies for Retirement During COVID-19.
Jun 10, 2020
How Could the COVID-19 Pandemic Compare to Previous Recessions.
Jun 03, 2020
What Types of Investments Could Be Right for You During COVID-19.
May 27, 2020
Should You Adjust Your Investment Expectations Because of COVID-19?
May 20, 2020
How You Should Choose Your Financial Advisor for Retirement.
May 13, 2020
How COVID-19 Forced Companies to Alter Their Business Model and What That Could Mean For Your Investments.
May 06, 2020
How Quickly Could the Economy Recover From COVID-19?
Apr 29, 2020
When You Have To and When You Should File a Tax Return.
Apr 22, 2020
Could Annuities and Other Safe Investment Strategies Benefit Your Portfolio?
Apr 15, 2020
The Black Swan Theory and What That Means for the Stock Market.
Apr 08, 2020
How the Bear Market May Affect Your Finances.
Apr 01, 2020
What Is an Annuity and How Could It Benefit My Portfolio?
Mar 25, 2020
The Benefits of Passive Real Estate.
Mar 18, 2020
How COVID-19 May Continue to Affect the Economy.
Mar 11, 2020
Tax Elimination Strategies in Retirement.
Mar 04, 2020
How Coronavirus Affecting Overseas Manufacturing Could Affect Our Economy.
Feb 26, 2020
How the Coronavirus Has Affected the Market so Far?
Feb 19, 2020
How the Coronavirus Could Affect Your Investments
Feb 12, 2020
Implications of the 2020 Presidential Elections on Investments.
Feb 05, 2020
Investment Portfolio Options Most Vulnerable to a Market Correction.
Jan 29, 2020
Could Low Interest Rates Be Bad for Investing?
Jan 22, 2020
How the SECURE Act May Affect Your Retirement.
Jan 15, 2020
Will the Strong Market Continue in the New Year?
Jan 08, 2020
Tax-Free Investment Strategies.
Jan 01, 2020
How Can Landlords Protect Themselves?
Dec 27, 2019
2019 Market Analysis and What to Expect for the Upcoming Year.
Dec 18, 2019
Five Habits to Have to Keep Your Wealth.
Dec 11, 2019
Safe Investment Alternatives to Bonds.
Dec 04, 2019
Should You Defer Taxes on Your Retirement Accounts?
Nov 20, 2019
How to Recession Proof Your Portfolio
Nov 13, 2019
How Do I Know Which Type of Annuity Suits Me Best?
Oct 30, 2019
Why a Delaware Statutory Trust May Be Right for You
Oct 23, 2019
Tax Strategies for Retirement to Protect Your Wealth
Oct 16, 2019
Should You Be Concerned About Rent Control?
Oct 15, 2019
Stay Rich Investments to Keep Your Wealth
Sep 28, 2019
Is There a Way to Recession-Proof Your Portfolio?
Sep 28, 2019
Do I Need a Professional Financial Plan?
Sep 06, 2019
Does a Popular Bond Market Signify an Upcoming Recession?
Sep 06, 2019
Why Passive Real Estate Could Be Right for You
Aug 30, 2019
A Guide to the Market
Aug 30, 2019
A Guide To Retirement
Aug 28, 2019
What Will Your Retirement Identity Be?
Aug 28, 2019