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.
3 Common Mistakes That Leave A Surviving Spouse In Trouble
In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare for potential healthcare costs to help ensure that one spouse doesn’t bankrupt the other spouse. Lastly, Brian discuses how to determine how much it costs to be you while implementing strategies to help you keep up with inflation.
51:3820/05/2023
How To Retire from Being A Landlord
In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes.
02:0119/05/2023
You Advisor and CPA Working Together
In this 2-minue episode Brian discusses how an advisor and your CPA can work together.
02:0117/05/2023
What the 1033 Exchange Is All About
In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster.
02:0115/05/2023
What To Do With Your 401K and Charitable Gifting Strategies
In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind.
51:5614/05/2023
The 5 Components Of Any Investment
In this episode Brian discusses the 5 components of investments.
02:0111/05/2023
Madrona Can Collaborate With Your CPA
In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.
02:0209/05/2023
Is A Million Dollars Enough For Retirement?
In this episode Brian discusses whether a million dollars is enough to retire comfortably.
02:0108/05/2023
Taxes Going Up By 66% In 2031
In this episode Brian discusses the Congressional Business office saying that taxes will go up by 66% in 2031, and understanding RMDs and how they can push you into taxable situations that you may not want.
52:5006/05/2023
Who Madrona Financial and CPAs Is Best Suited For
In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for.
02:0105/05/2023
Taxes On The Sale Of Your Principal Residence
In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence.
02:0104/05/2023
Stock Market vs Economy
In this 2-minute episode Brian discusses the difference between the stock market and the economy.
02:0102/05/2023
Real Estate Owner Exit Strategy
In this 2-minute episode Brian discusses how owners of investment real estate can avoid capital gains tax and own passive real estate using a Delaware Statutory Trust.
02:0101/05/2023
Taxes and Your Retirement Plan
In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes.
52:5129/04/2023
Financial Strategies and Solutions
In this episode Brian talks with Matt Beyer, one of the advisors at Madrona Financial about how he deals with the different aspects of client's plans.
53:2228/04/2023
The Emotions Of Money
In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money.
53:0028/04/2023
JP Morgan 2nd Quarter Guide To The Markets
In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets.
52:2728/04/2023
Protected Assets
In this 2-minute episode Brian discusses protected assets.
02:0131/03/2023
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement.
02:0129/03/2023
Lifestyle Investment Planning
In this 2-minute episode Brian discusses investment planning centered around your lifestyle.
02:0128/03/2023
CPAs Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice.
02:0127/03/2023
Life Insurance For Both Spouses
In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage.
02:0227/03/2023
Income Taxes
In this episode Brian discusses his childhood days deciding to be a CPA, whether you should striver to be in the zero tax bracket, opportunity zones, and income taxes in general.
55:5226/03/2023
You Can't Take Your Wealth With You To The Grave
In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it.
02:0123/03/2023
Madrona Collaborates With Your CPA
In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use.
02:0222/03/2023
Failure Of SBV Bank and President Biden's Tax Proposal
In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan.
52:3519/03/2023
The Effects of Politics on Your Porfolio
In this 2-minute episode, Brian discusses politics and your portfolio.
02:0117/03/2023
Bond Yields
In this 2-minute episode, Brian discusses bond yields.
02:0116/03/2023
Tax Planning
In this 2-minute episode, Brian discusses planning for taxes.
02:0114/03/2023
The Effects of Inflation on Your Portfilio
In this 2-minute episode, Brian discusses the effects of on-going inflation.
02:0113/03/2023
Landlord Exit Strategy - The Delaware Statutory Trust
In this episode, Brian discusses an exit strategy for landlords called the Delaware Statutory Trust. Brian's guest id Kyle Williams, a qualified intermediary - a critical part of the DST process.
53:1011/03/2023
Do-It-Yourself Investing
In this 2-minute episode Brian discusses the pitfalls of DIY investing.
02:0110/03/2023
Opportunity Zones
In this 2-minute episode Brian discusses Opportunity zones and how they work.
02:0109/03/2023
Madrona Financial Tool Box
In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.
02:0107/03/2023
Active Landlord Exit Strategy
In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes.
02:0106/03/2023
Landlord Exit Strategy
In this 2-minute episode Brian discusses the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy.
02:0101/03/2023
Financial Lifestyle Planning
In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement.
02:0128/02/2023
401K, 403B 457, TSP - What's The Difference?
In this episode Brian talks about the differences between a 401K, 403B, 457, and a TSP. He also talks about the purpose of money - what are you investing for.
52:5225/02/2023
How Madrona Works With Your CPA
In this 2-minute episode Brian discusses how Madrona works with your CPA.
02:0124/02/2023
When Is It Good To Pay More in Tax
In this 2-minute episode Brian discusses when to pay more in income tax.
02:0222/02/2023
Things Not Seen On A 401K
In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see.
02:0121/02/2023
Having A CPA and a Financial Advisor Working Together
In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together.
02:0120/02/2023
Sources Of Income In Retirement
In this episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your portfolio.
52:4820/02/2023
Donating RMDs to Charity
In this 2- minute episode Brian talks about donating your RMDs directly to charity.
02:0117/02/2023
Roth 401K
In this 2- minute episode Brian talks about the ROTH 401K and tax advantages.
02:0216/02/2023
Alternative Assets
In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets.
02:0113/02/2023
Protected Assets
In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments.
02:0113/02/2023
Risk Assetts
In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments.
02:0113/02/2023
What Will Your Legacy Be?
In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement.
52:4313/02/2023
Why You Should NOT Be In The Zero Tax Bracket
In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities.
30:5704/02/2023