In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules.

In this episode Brian discusses the five primary areas you can invest in. They are cash and cash equivalents, insurance company products, real estate, equities, and bonds.

In this episode, Brian discusses term life insurance vs permanent life insurance, the importance of umbrella insurance, funding permanent life insurance vs retirement accounts, and how revocable and irrevocable trusts differ.

In this episode Brian talks about real estate "capitalization rates," depreciation recapture, and capital gains on real estate, Opportunity Zones, and public vs private real estate investment trusts.

In this episode Brian welcomes Derek Doke. Derek has been an asset manager, property manager, licensed broker, investor, syndicator, and real estate educator for over 20 years. to learn ore about Derrick, visit: www.nai-psp.com/our-team/derek-doke.

In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com.

In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid.

In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand where we've been and possibly give insight to the coming year.

In this episode Brian talks about understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the payout options of annuities.

In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of gains, and annuity crediting options.