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.
Charitable Gifting Plan
In this 2-minute episode Brian discusses having a plan for charitable gifting.
02:0118/10/2023
Your Financial Plan And Legacy
In this 2-minute episode Brian discusses including your legacy into your financial plan.
02:0117/10/2023
Is Your CPA Giving You Investment Advice?
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
02:0116/10/2023
5 Strategies If We Enter Into A Recession
In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio.
51:5315/10/2023
Required Minimum Distributions
In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions.
02:0113/10/2023
Pension Decisions
In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity.
02:0212/10/2023
The Meaning of Fiduciary
In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard.
02:0111/10/2023
The Financial Toolbox
In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have.
02:0110/10/2023
Business Structures
In this 2-minute episode Brian discusses the different business structures you could use with your business.
02:0110/10/2023
Why Many Struggle Transitioning Into Retirement
In this episode Brian discusses with his guest Dr. Richard Himmer, why many struggle transitioning into retirement and how to buy happiness, even if you don't think you have enough saved.
52:2510/10/2023
6 Components Of Any Investment
In this 2-minute episode Brian discusses the 6 components of any investment.
02:0206/10/2023
Your Pension - Lump Sum Or Monthly Check
In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity.
02:0103/10/2023
The Definition Of Retirement
In this 2-minute episode, Brian discusses how retirement is defined by different people.
02:0102/10/2023
The 10 Essentials Of Retirement Plannning
In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively.
52:5002/10/2023
Planning For The Longer Living Spouse
In this 2-minute episode Brian discusses making plans for the surviving spouse.
02:0127/09/2023
Diversification In Your Portfolio
In this 2-minute episode Brian discusses diversification in your financial portfolio.
02:0125/09/2023
Seven Deadly Sins For Retirees
In this episode Brian discusses seven deadly sins for retirees and a little known tax-minimization strategy that can make a big difference when you sell your business.
51:2324/09/2023
Real Estate Exit Strategy
In this 2-minute episode Brian discusses an exit strategy for active real estate investors.
02:0122/09/2023
Client Concerns About Cash and Cash Equivalents
In this 2-minute episode Brian discusses client concerns about cash and cash equivalents.
02:0121/09/2023
Client Concerns About 401K Plans
In this 2-minute episode Brian discusses client concerns about 401K Plans.
02:0120/09/2023
Client Concerns About Diversification
In this 2-minute episode Brian discusses client concerns about diversification.
02:0119/09/2023
Client Concerns About Inflation
In this 2-minute episode Brian discusses client concerns about inflation.
02:0118/09/2023
The State Of The Economy
In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds.
48:2318/09/2023
Christians, Mechanics, and 401ks
In this 2-minute episode Brian discusses that just because you go to church doesn't mean you're a Christian, and just because you have tools doesn't make you a mechanic, and just because you have a 401K doesn't mean you're an asset allocation specialist.
02:0114/09/2023
Financial Planning Protection
In this 2-minute episode Brian discusses financial planning protection.
02:0113/09/2023
Advanced Gifting Strategies
In this 2-minute episode Brian discusses advanced strategies for gifting.
02:0112/09/2023
Adjusting Your Retirement Portfolio
In this 2-minute episode Brian discusses making adjustments to your retirement portfolio.
02:0111/09/2023
12 Common Retirement Mistakes Even Well-Informed Individuals Make
In this episode Brian discusses retirement mistakes that well-informed people make.
52:5410/09/2023
CPA Advice
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
02:0108/09/2023
Structured Notes
In this 2-minute episode Brian discusses what structured notes are and how to use them.
02:0107/09/2023
Starting A Business
In this 2-minute episode Brian discusses starting a business.
02:0106/09/2023
Making Gifts To Children
In this 2-minute episode, Brian discusses making gifts to children.
02:0105/09/2023
Today's New Market
In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 involuntary conversion is.
50:2502/09/2023
Four Things To Do Before Retirement So Your House Is In Order
In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.
52:5126/08/2023
In Depth Look At Social Security
In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security.
52:5119/08/2023
Small Business Retirement Plans
In this 2-minute episode Brian discusses creating a retirement plan for small businesses.
02:0118/08/2023
Annuity Liquidity Charges and Fees
In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities.
02:0117/08/2023
Selling Your Business Internally
In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.
02:0116/08/2023
Types of Annuities
In this 2-minute episode Brian discusses the different types of annuities.
02:0115/08/2023
The Strategy of Safe Investments
In this 2-minute episode Brian discusses the strategy of safe investments.
02:0114/08/2023
A CPAs Take On The Strength Of The Market
In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters.
52:5112/08/2023
Ways To Own Real Estate
In this episode Brian discusses the different ways you can own real estate.
02:0110/08/2023
The Four Flavors Of Tax
In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.
02:0109/08/2023
The Roth and The Traditional IRA
In this episode Brian discusses the differences between the ROTH and the traditional IRA.
02:0107/08/2023
Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize
In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.
52:5007/08/2023
Important Ages Leading Up To And In Retirement
In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement.
02:0104/08/2023
Moving To A State With No State Tax
In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax.
02:0103/08/2023
Cash and Cash Equivalents
In this 2-minute episode Brian discusses cash and cash equivalents.
02:0102/08/2023
Annuity Payout Options
In this 2-minute episode Brian discusses annuity payout options.
02:0101/08/2023
Annuity Crediting Options
In this 2-minute episode Brian discusses annuity crediting options.
02:0131/07/2023