Growing Your Wealth with Brian Evans
Business
Madrona Financial Services
Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. For over 30 years, Brian and his staff have been helping families live out the retirements that they deserve by giving them experienced, common-sense advice.
Different Retirement Plans For Different Careers
In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.
52:4904/11/2024
Tax And Inheritances Issues When You Oversimplify your Financial Plan
In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding.
52:4928/10/2024
5 Things Brian Wishes People Understood About Taxes And Investments
In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments.
52:5522/10/2024
What Happens When Your CPA And Advisor Don't Talk
In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments.
52:5115/10/2024
We Answer Your Questions
In this episode Brian answers questions sent in by listeners.
52:4905/10/2024
Your Questions Answered
In this episode Brian answers questions from listeners.
53:0830/09/2024
What To Do If You Have An Annuity That Isn't Performing Well
In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed.
52:2721/09/2024
Six Transitions In Retirement And How To Prepare For Them
In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now.
52:4414/09/2024
What You Need To Know Before Your Spouse Passes
In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.
52:5107/09/2024
Three Investment Myths That May Cost You Money
In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today.
52:4931/08/2024
What To Do Now Before Interest Rates Start Dropping
In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions.
52:4826/08/2024
How To Turn Your 401 K Into Retirement Income.
In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.
52:5026/08/2024
Sell-Off On Wall Street - What Happened.
In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them.
51:5210/08/2024
How To Turn Your 401K Into Retirement Income
In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans.
52:5006/08/2024
What To Expect From A Comprehensive Financial Advisor
In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.
53:0613/07/2024
How To Vet Your Investment Options Like A CPA
In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority.
52:4606/07/2024
5 Ways To Prepare For A Recession
In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.
52:5429/06/2024
What You Need To Know About Your Real Estate Portfilio
In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid.
52:4622/06/2024
Assumptions That Pre-Retirees Make That Could Hurt Them
In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them. Also, how to create one plan for mulriple market possibilities.
52:4715/06/2024
Business Succession Strategies
In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.
51:5708/06/2024
How Small Decisions Can Make A Big Difference In Retirement Planning.
In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded.
52:4601/06/2024
Breaking Down Income Streams And Taxes In Retirment
In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates.
52:4625/05/2024
The Purpose Of Investment Portfolio Diversification
In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.
52:1618/05/2024
How To Prepare For A Market Crash
In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.
49:4911/05/2024
The Retirement Prep Checklist - What To Do As You Get Closer To Retirement,
In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, and Unintended tax consequences for those not paying attention.
52:5027/04/2024
The Entrepreneur and Landlord Retirement Dilemma
In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.
52:5820/04/2024
What Women Need To Know About Retirement
In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.
51:1613/04/2024
What You Need To Know About The Financial Phases Of Retirement
In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.
52:2806/04/2024
Tax Planning During Different Seasons Of Life
In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.
52:5001/04/2024
How The Private Markets Can Play An Important Role In Your Portfolio
In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs.
52:4601/04/2024
Income Sources The IRS Does Not Tax
In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.
52:4516/03/2024
5 Good Strategies That Many People Implement Incorrectly
In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.
52:4409/03/2024
Dividend Investments - Are They All They're Cracked Up To Be?
In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of.
52:4603/03/2024
Prioritizing Your Wealth
I this episode Brian discusses prioritizing your wealth.
02:0101/03/2024
Maintaining Principal Balance In Retirement
In this episode Brian discusses Maintaining Principal Balance In Retirement.
02:0228/02/2024
Long Term Care Insurance
In this episode Brian discusses long term care insurance policies.
02:0127/02/2024
The 1035 Exchange - Exchanging One Insurance Product For Another
In this episode Brian discusses the 1035 Exchange.
02:0226/02/2024
5 Financial To- Do's Before You Retire
In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio.
51:4624/02/2024
Cash Flow or Income - Which Is More Important?
In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.
52:5717/02/2024
How Much Do You Need To Have Saved To Retire?
In this episode Brian discusses How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,and strategies to pass your assets to those you love while you are alive.
52:5010/02/2024
How To Structure Income In Retirement
In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA.
52:4903/02/2024
Catch 22 Mistakes You May Make In Retirement
In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.
52:4927/01/2024
Are You Ready For The Trump Tax Cuts To Expire?
In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations.
51:1320/01/2024
Seven Mistakes Landlords Make When It Comes To Their Portfolio
In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio.
51:5413/01/2024
Mentoring With Wisdom
In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.
02:0212/01/2024
A Place For All Assets
In this 2-minute episode, Brian discusses that there's a place for all different asset classes.
02:0111/01/2024
Tax Efficient Investment Strategies
In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.
02:0110/01/2024
Older You Talking To Younger You
In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity.
02:0109/01/2024
Listen To Your Inner Voice
In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true.
02:0108/01/2024
Luck and Losses - An Overview On Emotional Investing
In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.
52:4906/01/2024