Growing Your Wealth with Brian Evans all Episodes with AI Transcript | PodExtra.AI

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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.

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The 500th Show!

In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming.

The Difference Between a Plan And A Complete Plan

In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make.

Tax Changes That Could Happen In The Near Future

In this episode Brian and Jeff discuss possible tax changes in the bear future as a result of the Trump presidency. Also they discus the future of Social Security and Medicare.

How The Trump 2.0 Presidency Could Affect Your Pocketbook

In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."

The Ripple Effect When A Company Goes Under

In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case.

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.

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.

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.

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.

We Answer Your Questions

In this episode Brian answers questions sent in by listeners.

Your Questions Answered

In this episode Brian answers questions from listeners.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Business Succession Strategies

In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.

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.

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.

The Purpose Of Investment Portfolio Diversification

In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.

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.

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.

The Entrepreneur and Landlord Retirement Dilemma

In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.

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.

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.

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.

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.

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.

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.

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.

Prioritizing Your Wealth

I this episode Brian discusses prioritizing your wealth.

Maintaining Principal Balance In Retirement

In this episode Brian discusses Maintaining Principal Balance In Retirement.

Long Term Care Insurance

In this episode Brian discusses long term care insurance policies.

The 1035 Exchange - Exchanging One Insurance Product For Another

In this episode Brian discusses the 1035 Exchange.

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.

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.

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.

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.

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.

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.

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.

Mentoring With Wisdom

In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.