In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I Hate Annuities and You Should Too" slogan and why it's wrong.

In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your tax return, income distribution strategy to minimize taxes, and Roth conversions.

In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of tax proposals from the new administration.

In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of divorce, and listener questions.

In this episode Brian discusses the Delta variant, technology, inflation, running out of money in retirement, and how Madrona has evolved to serve the unique needs of high net worth clients.

In this episode Brian talks about the Covid Delta variant, the housing and real estate market, whether this is the time to sell investment real estate, selling your business to retire, and listener questions.

In this episode Brian goes in depth in a discussion of the market for the first half of 2021.

In this episode Brian talks about the economy for the rest of '21, inflation, interest rates being held down, longevity risk, and long term care.

In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions.

Brian talks about how to prevent running out of money in retirement, becoming a passive investment owner instead of active, and using a Delaware Statutory Trust to own passive real estate. Also listener questions answered.