Канал: Madrona Financial

Ep. 23 - Rules of Engagement

Ep. 23 - Rules of Engagement

Ep. 21 - Fear

Ep. 21 - Fear

Ep. 20 - Mental Health

Ep. 20 - Mental Health

Ep. 19 - The Price of Success

Ep. 19 - The Price of Success

Ep. 18 - Principle of Momentum

Ep. 18 - Principle of Momentum

#4 Tax Planning and Re-Investment Opportunities from the Sale of a Business

#4 Tax Planning and Re-Investment Opportunities from the Sale of a Business

#3 How to Value your Business and Evaluate Buyer Qualifications

#3 How to Value your Business and Evaluate Buyer Qualifications

#1 How to Prepare a Business to Maximize Value

#1 How to Prepare a Business to Maximize Value

#2 Steps in the Sales Process - Best Practices

#2 Steps in the Sales Process - Best Practices

Ep. 17 - TED vs. TING

Ep. 17 - TED vs. TING

Ep. 16 - Building Relationships and Role Awareness

Ep. 16 - Building Relationships and Role Awareness

Ep. 15 - Maximizing Leisure & Personal

Ep. 15 - Maximizing Leisure & Personal

Ep. 14 - Unleashing Greatness

Ep. 14 - Unleashing Greatness

Ep. 13 - Living with Intent

Ep. 13 - Living with Intent

Ep. 12 - Communication Hazards

Ep. 12 - Communication Hazards

Ep. 11 - The Vital Role of Social Integration

Ep. 11 - The Vital Role of Social Integration

Ep. 10 - Discovering a Purposeful Path in Retirement

Ep. 10 - Discovering a Purposeful Path in Retirement

Ep. 9 - Identity & Purpose

Ep. 9 - Identity & Purpose

Ep. 8 - Boredom in Retirement

Ep. 8 - Boredom in Retirement

Ep. 7 - The 7 Steps to a Healthy Transition (part 3)

Ep. 7 - The 7 Steps to a Healthy Transition (part 3)

Ep. 6 - The 7 Steps to a Healthy Transition (part 2)

Ep. 6 - The 7 Steps to a Healthy Transition (part 2)

Ep. 5 - The 7 Steps to a Healthy Transition (part 1)

Ep. 5 - The 7 Steps to a Healthy Transition (part 1)

Ep. 4 - The 5 Stages of Retirement

Ep. 4 - The 5 Stages of Retirement

Ep. 3 - Don & Becky

Ep. 3 - Don & Becky

Ep. 2 - Lenny & Ralph

Ep. 2 - Lenny & Ralph

Ep. 1 - The History of Retirement

Ep. 1 - The History of Retirement

How Do You Enter Into Delaware Statutory Trusts (DSTs)?

How Do You Enter Into Delaware Statutory Trusts (DSTs)?

Understanding Permanent Life Insurance

Understanding Permanent Life Insurance

What Is "Leveraged Life Insurance"?

What Is "Leveraged Life Insurance"?

The Importance of Umbrella Insurance Policies

The Importance of Umbrella Insurance Policies

Life Insurance: Term vs Permanent

Life Insurance: Term vs Permanent

Opportunity Zones

Opportunity Zones

Depreciation, Recapture, and Capital Gains on Real Estate

Depreciation, Recapture, and Capital Gains on Real Estate

Real Estate "Capitalization Rates" Explained

Real Estate "Capitalization Rates" Explained

1035 Exchange: How To Transfer Annuities or Life Insurance Without Paying Taxes

1035 Exchange: How To Transfer Annuities or Life Insurance Without Paying Taxes

Entrepreneurs Wheel

Entrepreneurs Wheel

Real Estate Investment Trusts (REITs): Public vs Private

Real Estate Investment Trusts (REITs): Public vs Private

Setting Up a Retirement Plan In Your Business

Setting Up a Retirement Plan In Your Business

Medicaid

Medicaid

What Are Required Minimum Distributions?

What Are Required Minimum Distributions?

Why You May Want to Pay More Income Tax Now

Why You May Want to Pay More Income Tax Now

What are "Reverse Mortgages"?

What are "Reverse Mortgages"?

Christians, Mechanics and your 401k plan

Christians, Mechanics and your 401k plan

Why You Should Rollover Your 401k At Age 59 1/2

Why You Should Rollover Your 401k At Age 59 1/2

Reviewing Your Tax Return to Identify Opportunities

Reviewing Your Tax Return to Identify Opportunities

What Are "Structured Notes"?

What Are "Structured Notes"?

WA State Estate Tax Rules

WA State Estate Tax Rules

Gifting to Children: Gift Tax Returns

Gifting to Children: Gift Tax Returns

Advanced Gifting Strategies: Minority and Lack of Marketability Discounts

Advanced Gifting Strategies: Minority and Lack of Marketability Discounts

What Are The Different Roles of Executors and Trustees?

What Are The Different Roles of Executors and Trustees?

The 5 Categories of Passive Investing

The 5 Categories of Passive Investing

What are the Pitfalls of Taking Social Security Too Early?

What are the Pitfalls of Taking Social Security Too Early?

Selection of the Trustee for your Trust

Selection of the Trustee for your Trust

Living Trusts: Irrevocable vs Revocable

Living Trusts: Irrevocable vs Revocable

Funding Permanent Life Insurance vs Retirement Accounts

Funding Permanent Life Insurance vs Retirement Accounts

Health Savings Accounts

Health Savings Accounts

Cost of Medicare Premiums

Cost of Medicare Premiums

Who is Long-term Care Insurance Best Suited For?

Who is Long-term Care Insurance Best Suited For?

Medicare

Medicare

Starting a New Business

Starting a New Business

"Key Person" Insurance to Protect Your Business

"Key Person" Insurance to Protect Your Business

Selling your Business to Employees or Family

Selling your Business to Employees or Family

Explanation of the Various Types of Annuities

Explanation of the Various Types of Annuities

Strategy of Safe Investing Alongside Riskier Investments

Strategy of Safe Investing Alongside Riskier Investments

Annuity Liquidity, Surrender Charges, Fees and Rider Charges

Annuity Liquidity, Surrender Charges, Fees and Rider Charges

The Differences Between Money Markets, CD's and Fixed Annuities

The Differences Between Money Markets, CD's and Fixed Annuities

Pay Out Options on Annuities

Pay Out Options on Annuities

Annuity Crediting Options

Annuity Crediting Options

Various Income Tax Rates by Source of Gain

Various Income Tax Rates by Source of Gain

ROTH vs Traditional 401k Contributions

ROTH vs Traditional 401k Contributions

Important Ages for Your Financial Planning

Important Ages for Your Financial Planning

Investment Real Estate Classifications

Investment Real Estate Classifications

Income Tax Deductions, Credits, and Deferrals

Income Tax Deductions, Credits, and Deferrals

Moving to States with No Income Tax

Moving to States with No Income Tax

Timing the Stock Market

Timing the Stock Market

Selecting an Entity Structure for your Business

Selecting an Entity Structure for your Business

Should You Pay Off Your mortgage?

Should You Pay Off Your mortgage?

The Size of Various Markets: Stocks, Bonds, Real Estate and Insurance

The Size of Various Markets: Stocks, Bonds, Real Estate and Insurance

When the DOW Should Hit 50,000 and Why

When the DOW Should Hit 50,000 and Why

Deciding When To Take Social Security

Deciding When To Take Social Security

What You Need to Know About Long-Term Care Insurance

What You Need to Know About Long-Term Care Insurance

Credit Shelter Trust Provisions In Your Will

Credit Shelter Trust Provisions In Your Will

How to Select a Trustee for a Trust

How to Select a Trustee for a Trust

Discussion on Current Federal Estate Taxes

Discussion on Current Federal Estate Taxes

How Does A Step Up In Basis Work?

How Does A Step Up In Basis Work?

What To Know as You Prepare to Sell a Business

What To Know as You Prepare to Sell a Business

Understanding Different Business Valuation Methodologies

Understanding Different Business Valuation Methodologies

Buying Or Selling A Business - Internal Vs External Sale

Buying Or Selling A Business - Internal Vs External Sale

Retirement Income Distribution Strategies

Retirement Income Distribution Strategies

How Roth Conversions Work

How Roth Conversions Work

Financial Advisor and CPA Collaboration for your Benefit

Financial Advisor and CPA Collaboration for your Benefit

Should I Take The Company Lump Sum Or The Pension?

Should I Take The Company Lump Sum Or The Pension?

Income Tax Rules for the Sale of a Residence

Income Tax Rules for the Sale of a Residence

Understanding Diversification & Defining Investment Categories

Understanding Diversification & Defining Investment Categories

Differentiating Between the Stock Market and the Economy

Differentiating Between the Stock Market and the Economy

When to Use Annuities as a Bond Alternative

When to Use Annuities as a Bond Alternative

How High Net Worth Investors Use Premium Financed Life Insurance

How High Net Worth Investors Use Premium Financed Life Insurance

Will Your Cashflow Be Adequate In Retirement?

Will Your Cashflow Be Adequate In Retirement?

A Brief Explanation: What is "The Market"?

A Brief Explanation: What is "The Market"?

How to Develop a Charitable Gifting Plan

How to Develop a Charitable Gifting Plan

What Are Donor Advised Funds?

What Are Donor Advised Funds?

Understanding Endowment and Scholarship Funds

Understanding Endowment and Scholarship Funds

What is a Charitable Remainder Unitrust (CRUT or CRAT)?

What is a Charitable Remainder Unitrust (CRUT or CRAT)?

How to Gift your Required Minimum Distributions from your IRA

How to Gift your Required Minimum Distributions from your IRA

How To Name A Charity In Your Will, Or As An IRA Beneficiary

How To Name A Charity In Your Will, Or As An IRA Beneficiary

How to Donate Appreciated Property

How to Donate Appreciated Property

How To Invest If You Have 5 Million Or More

How To Invest If You Have 5 Million Or More

The Definition of The Fiduciary Standard

The Definition of The Fiduciary Standard

12 Topics Every Financial Plan Should Address

12 Topics Every Financial Plan Should Address

The Importance of a Comprehensive Lifetime Financial Plan

The Importance of a Comprehensive Lifetime Financial Plan

Real Estate Investor Exit Strategies

Real Estate Investor Exit Strategies

What Are 1031 Like-Kind Exchanges?

What Are 1031 Like-Kind Exchanges?

How To Vet A Financial Advisor

How To Vet A Financial Advisor

Retirement Planning: The Accumulation Phase vs Distribution Phase

Retirement Planning: The Accumulation Phase vs Distribution Phase

The 5 Basic Goals For Every Investment

The 5 Basic Goals For Every Investment

The 5 Basic Building Blocks Critical for Your Financial Planning

The 5 Basic Building Blocks Critical for Your Financial Planning

How to Gift Life Insurance For Tax Free Cash Flow

How to Gift Life Insurance For Tax Free Cash Flow

Using Life Insurance Trusts To Minimize Estate Taxes

Using Life Insurance Trusts To Minimize Estate Taxes

When to Use Annuities as a Pension Alternative

When to Use Annuities as a Pension Alternative

The Difference Between Investing for Growth vs Cash Flow

The Difference Between Investing for Growth vs Cash Flow

"I Hate Annuities And You Should Too" - The Truth

"I Hate Annuities And You Should Too" - The Truth

What Are The Different Real Estate Sectors?

What Are The Different Real Estate Sectors?

What's the Difference Between Active and Passive Real Estate?

What's the Difference Between Active and Passive Real Estate?

Section 1033 Exchanges: Involuntary Conversion of Real Estate

Section 1033 Exchanges: Involuntary Conversion of Real Estate

What Are Delaware Statutory Trusts (DSTs)?

What Are Delaware Statutory Trusts (DSTs)?

Madrona University | Step Up and Bases

Madrona University | Step Up and Bases

ETF Top 20

ETF Top 20

Inverse Trades

Inverse Trades

Seminars and Financial Workshops | Madrona Financial Services

Seminars and Financial Workshops | Madrona Financial Services

Seminars and Financial Workshops | Madrona Financial Services

Seminars and Financial Workshops | Madrona Financial Services

The Bundle | Madrona Financial Services

The Bundle | Madrona Financial Services

No Obligation Financial Review | Madrona Financial Services.

No Obligation Financial Review | Madrona Financial Services.

Madrona 1031 DST | Passive Real Estate Investing

Madrona 1031 DST | Passive Real Estate Investing

Seminars and Financial Workshops | Madrona Financial Services

Seminars and Financial Workshops | Madrona Financial Services

The Madrona Financial Difference | Madrona Financial Services

The Madrona Financial Difference | Madrona Financial Services

Fixed Index Annuities Sub For Bonds

Fixed Index Annuities Sub For Bonds

Liquidity

Liquidity

What's Wrong With Indexes

What's Wrong With Indexes

What's Wrong With Indexes PT 2

What's Wrong With Indexes PT 2

Seminars

Seminars

KTTH Interview

KTTH Interview

Bauer Evans | Firm Overview

Bauer Evans | Firm Overview

Madrona Financial Services | US Equity Markets

Madrona Financial Services | US Equity Markets

Madrona Financial Services | Long Term Care

Madrona Financial Services | Long Term Care

Madrona Financial Services | How Do You Not Run Out of Money

Madrona Financial Services | How Do You Not Run Out of Money

Madrona Financial Services | International Equity Markets

Madrona Financial Services | International Equity Markets

Madrona Financial Services | Life and Legacy Planning

Madrona Financial Services | Life and Legacy Planning

Madrona Financial Services | Medicare and Medicare Supplements

Madrona Financial Services | Medicare and Medicare Supplements

Madrona Financial Services | Social Security Optimization

Madrona Financial Services | Social Security Optimization

Madrona Financial Services | Top 5 Investment Mistakes

Madrona Financial Services | Top 5 Investment Mistakes

Madrona Financial Services | When Can You Retire

Madrona Financial Services | When Can You Retire

Madrona Financial Services | Why Watch This Video Series

Madrona Financial Services | Why Watch This Video Series

Madrona Financial Services | Your 401k Plan

Madrona Financial Services | Your 401k Plan

Madrona Financial Services | Your Personalized Financial Plan

Madrona Financial Services | Your Personalized Financial Plan

Madrona Financial Services | Bonds

Madrona Financial Services | Bonds

Madrona Financial Services | Can You Trust Your Investment Advisor

Madrona Financial Services | Can You Trust Your Investment Advisor

Madrona Financial Services | Conservative Investment Strategies

Madrona Financial Services | Conservative Investment Strategies

Madrona Financial Services | Do You Need a Trust

Madrona Financial Services | Do You Need a Trust

Madrona Financial Services | Prosperous Revelations

Madrona Financial Services | Prosperous Revelations

Madrona Financial Services | Tax Strategies

Madrona Financial Services | Tax Strategies

Madrona Financial Services | About Us

Madrona Financial Services | About Us

Madrona Financial Services | Give Better

Madrona Financial Services | Give Better

Madrona Financial Services | Invest Better

Madrona Financial Services | Invest Better

Madrona Financial Services | Live Better

Madrona Financial Services | Live Better

Madrona Financial Services | Looking Forward

Madrona Financial Services | Looking Forward

Madrona Financial Services | Retire Better

Madrona Financial Services | Retire Better

Madrona Financial Services | Retirement Solutions

Madrona Financial Services | Retirement Solutions

Madrona Financial Services | CNBC 05-31-13

Madrona Financial Services | CNBC 05-31-13

Madrona Financial Services | CNBC 10-08-13

Madrona Financial Services | CNBC 10-08-13

Madrona Financial Services | CNBC 04-02-13

Madrona Financial Services | CNBC 04-02-13

Madrona Financial Services | CNBC 08-14-13

Madrona Financial Services | CNBC 08-14-13

Madrona Financial Services | CNBC Twitter

Madrona Financial Services | CNBC Twitter

Madrona Financial Services | CNBC 06-25-13

Madrona Financial Services | CNBC 06-25-13

Madrona Financial Services | CNBC 03-06-14

Madrona Financial Services | CNBC 03-06-14

Madrona Financial Services | CNBC 02-28-13

Madrona Financial Services | CNBC 02-28-13

Madrona Financial Services | CNBC 02-19-13

Madrona Financial Services | CNBC 02-19-13

Madrona Financial Services | CNBC 01-24-13

Madrona Financial Services | CNBC 01-24-13

Madrona Financial Services | CNBC 01-16-14

Madrona Financial Services | CNBC 01-16-14

Madrona Financial Services | CNBC 01-02-13

Madrona Financial Services | CNBC 01-02-13