Madrona Financial & CPAs

Check out Richard Himmer, PhD's latest article on Kiplinger! https://lnkd.in/gZwDjUVw

New podcast episode alert! After 43 years together, Phil and Anna are still struggling to see eye to eye on their future—retirement dreams vs. financial realities. Sound familiar? In the latest episode of our podcast, "How NOT to Retire", Richard Himmer, PhD reveals the Rules of Engagement (ROE)—a powerful framework that transforms how we communicate during life’s biggest transitions. These two simple principles create a safe space and guide us to truly listen to each other. Ready to transform your relationship? Listen now and learn how! #HowNOTtoRetire #NewEpisode #Relationships #Retirement #DeepConnection #RulesOfEngagement

Struggling with Tough Conversations? There's a Better Way. In the latest episode of our podcast, "How NOT to Retire", Richard Himmer, PhD introduces a game-changing tool for couples: the Board of Directors (BOD) meeting. Imagine transforming tense discussions about finances, family, or personal insecurities into productive, empathetic conversations that bring you closer together. Meet Lena and Mark, a couple married for 40 years who struggled to truly connect during tough conversations—until they discovered the BOD method. This simple, yet life-changing system gave them the tools to navigate finances, family issues, and personal challenges with clarity, empathy, and mutual trust. What you’ll learn: - How to create a safe space free from blame and judgment - Why empathy and active listening can replace defensiveness - How past experiences may be sabotaging your communication—and how to break the cycle Ready to learn how the BOD method can transform YOUR conversations? Tune in now to discover practical strategies for deeper connection and mutual respect! #RelationshipGoals #CommunicationSkills #ConflictResolution #HowNOTtoRetire #Podcast #PersonalGrowth #Empathy #Marriage #Partnership #NewEpisode #MentalHealth

What happens when the career you've dedicated decades to suddenly ends? The freedom and relaxation you anticipated can sometimes give way to unexpected feelings of isolation and a profound loss of purpose. In Episode 20 of our podcast, "How NOT to Retire: A Psychological Approach to Retiring Healthy and Wealthy", Richard Himmer, PhD explores the complex emotional landscape of retirement. How do you fill the void left by a career that defined you? What can you do to rediscover joy and purpose in this new chapter? Discover why the end of a defining career can trigger emotional turbulence and learn how to navigate this complex transition. In this episode: - Explore the psychological shifts that accompany retirement and their impact on mental health. - Understand the emotional and social hurdles many retirees face, from isolation and identity loss to financial stress. - Uncover practical strategies to enhance your mental well-being, such as fostering social connections, pursuing new passions, and managing stress effectively. Retirement isn't just an end—it's a new beginning. Tune in to find out how to transform this pivotal life stage into a period of growth, joy, and renewed purpose. Don’t let the end of your career be the end of your well-being.

Are you a financial advisor striving for excellence? Discover the crucial skill that sets top advisors apart: problem-finding. Dive into Richard Himmer, PhD's latest Kiplinger article to explore why identifying hidden issues before solving them is essential for providing superior financial guidance. Highlights include: 1. Mastering the assessment of client wants and needs. 2. Ensuring tailored product suitability. 3. Staying ahead with advanced market analysis. Are you ready to elevate your practice and client relationships? Click the link below to explore the path to unparalleled financial planning success!

With 40 years as a CPA and 25 years managing nearly $1 billion in investments, the question Brian Evans gets asked most is, "What's the best investment?" His answer: Invest in yourself. ?? Higher education or trade skills can boost your lifetime income by over $1 million! ?? It opens doors, provides job security, fosters personal growth, and offers invaluable networking opportunities. Want to learn more? Click the link to find out why investing in yourself is the smartest move you can make! #InvestInYourself #FinancialFreedom #HigherEducation #CareerAdvancement #PersonalGrowth #CPATips

Ready to rewrite your retirement story? Step into Episode 18 of "How NOT to Retire" with Richard Himmer, PhD, where he unveils the profound impact of the principle of momentum. In this episode we delve into three fundamental questions that could redefine your life: Who am I? Am I where I want to be? If not, what steps must I take to become my best self? Meet John—a man known for his infectious laughter and social charm. Yet behind this facade, John was grappling with a daunting reality. Overweight, plagued by health issues, and stuck in a cycle of late-night fast food, excessive drinking, and sedentary habits, John was on a dangerous path. Feeling trapped and overwhelmed, he knew change was essential, but the fear of it paralyzed him. In this episode, Dr. Himmer delves into the psychology of addiction and the fear of change, explaining how many of us, like John, perceive the pain of change to be greater than the pain of our current struggles. Discover the science behind John's journey, learn the importance of starting small, building consistency, and creating positive feedback loops. From significant lifestyle changes to improved health and vitality, John's story proves the transformative power of momentum. This episode is more than just a story—it's an invitation to reflect on your own life and the small changes you can make to set off a positive chain reaction. Learn how embracing the principle of momentum can lead to profound personal growth and a healthier, wealthier retirement. Listen now and discover how to ignite positive change in your life:

? Discover Proven Strategies to Maximize Your Business Sale ? If you missed our latest webinar series on business succession, don't worry – the recordings are now available! Explore essential topics like: - Strategies to Maximize Your Business's Sales Value - Best Practices for a Smooth Sales Process - Effective Business Valuation Techniques - Tax Planning and Re-investment Opportunities Led by Brian Evans, CPA/PFS from Madrona Financial & CPAs, and John O'Dore from Chinook Capital Advisors, these webinars are packed with actionable insights tailored for business owners and industry professionals. Don't miss out on this invaluable resource! Click the link below to access the recordings and take your business sale strategy to the next level:

So far, Chinook Capital Advisor’s John O'Dore and Brian Evans, CPA/PFS have seen great success in their exclusive webinar series, The Business Owner's Playbook! Last week’s webinars have been game changers. If you missed them, there’s still time to catch the final two webinars that will deliver critical knowledge and strategies for your business sale journey! Secure your spot now, click here to register! https://lnkd.in/gS3xWSBF Selling your business is just the beginning. These sessions are designed to provide you with the knowledge and tools you need to sell your business successfully and secure your financial future. Don't let this opportunity slip away!

Ever wonder why some people unintentionally push others away? Join Richard Himmer, PhD in the latest episode of "How NOT to Retire: A Psychological Approach to Retiring Healthy and Wealthy," where he unravels the mystery behind these hidden behaviors and explore how to break free from generational patterns. Meet Emily, a kind soul unknowingly caught in a web of social blind spots. Her story is a powerful journey of self-discovery and healing, perfect for anyone looking to strengthen their family bonds. Discover the key differences between conflict and contention and how understanding this can transform your relationships. Ready for a fresh perspective on role awareness and relationship building? Tune in and get inspired to approach conflicts in a new, constructive way. Remember, it’s not about trying harder; it’s about trying different. Click the link below to subscribe! Listen now and embark on your journey to healthier, happier relationships! ??