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| 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 |
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How the Economy Reopening May Affect Your Investments.
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Jul 01, 2020 |
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How Has the Coronavirus Pandemic Affected Investment Strategies?
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Jun 24, 2020 |
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What is the Difference Between the Market and the Economy?
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Jun 17, 2020 |
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Investment Strategies for Retirement During COVID-19.
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Jun 10, 2020 |
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How Could the COVID-19 Pandemic Compare to Previous Recessions.
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Jun 03, 2020 |
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What Types of Investments Could Be Right for You During COVID-19.
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May 27, 2020 |
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Should You Adjust Your Investment Expectations Because of COVID-19?
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May 20, 2020 |
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How You Should Choose Your Financial Advisor for Retirement.
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May 13, 2020 |
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How COVID-19 Forced Companies to Alter Their Business Model and What That Could Mean For Your Investments.
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May 06, 2020 |
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How Quickly Could the Economy Recover From COVID-19?
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Apr 29, 2020 |
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When You Have To and When You Should File a Tax Return.
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Apr 22, 2020 |
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Could Annuities and Other Safe Investment Strategies Benefit Your Portfolio?
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Apr 15, 2020 |
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The Black Swan Theory and What That Means for the Stock Market.
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Apr 08, 2020 |
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How the Bear Market May Affect Your Finances.
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Apr 01, 2020 |
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What Is an Annuity and How Could It Benefit My Portfolio?
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Mar 25, 2020 |
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The Benefits of Passive Real Estate.
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Mar 18, 2020 |
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How COVID-19 May Continue to Affect the Economy.
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Mar 11, 2020 |
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Tax Elimination Strategies in Retirement.
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Mar 04, 2020 |
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How Coronavirus Affecting Overseas Manufacturing Could Affect Our Economy.
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Feb 26, 2020 |
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How the Coronavirus Has Affected the Market so Far?
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Feb 19, 2020 |
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How the Coronavirus Could Affect Your Investments
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Feb 12, 2020 |
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Implications of the 2020 Presidential Elections on Investments.
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Feb 05, 2020 |
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Investment Portfolio Options Most Vulnerable to a Market Correction.
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Jan 29, 2020 |
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Could Low Interest Rates Be Bad for Investing?
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Jan 22, 2020 |
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How the SECURE Act May Affect Your Retirement.
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Jan 15, 2020 |
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Will the Strong Market Continue in the New Year?
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Jan 08, 2020 |
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Tax-Free Investment Strategies.
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Jan 01, 2020 |
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How Can Landlords Protect Themselves?
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Dec 27, 2019 |
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2019 Market Analysis and What to Expect for the Upcoming Year.
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Dec 18, 2019 |
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Five Habits to Have to Keep Your Wealth.
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Dec 11, 2019 |
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Safe Investment Alternatives to Bonds.
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Dec 04, 2019 |
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Should You Defer Taxes on Your Retirement Accounts?
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Nov 20, 2019 |
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How to Recession Proof Your Portfolio
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Nov 13, 2019 |
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How Do I Know Which Type of Annuity Suits Me Best?
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Oct 30, 2019 |
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Why a Delaware Statutory Trust May Be Right for You
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Oct 23, 2019 |
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Tax Strategies for Retirement to Protect Your Wealth
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Oct 16, 2019 |
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Should You Be Concerned About Rent Control?
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Oct 15, 2019 |
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Stay Rich Investments to Keep Your Wealth
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Sep 28, 2019 |
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Is There a Way to Recession-Proof Your Portfolio?
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Sep 28, 2019 |
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Do I Need a Professional Financial Plan?
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Sep 06, 2019 |
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Does a Popular Bond Market Signify an Upcoming Recession?
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Sep 06, 2019 |
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Why Passive Real Estate Could Be Right for You
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Aug 30, 2019 |
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A Guide to the Market
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Aug 30, 2019 |
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A Guide To Retirement
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Aug 28, 2019 |
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What Will Your Retirement Identity Be?
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Aug 28, 2019 |