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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Total 520 episodes

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8

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Proritizing Your Wealth

In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.

Long Term Care Policies

In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.

Am I OK To Retire?

In this episode Brian discusses investment choices considering the down market, when you can retire, the emotional loss of retirement, and when it makes sense to get financial help.

How To Handle Risk Tolerance Among Couples

In this episode Brian discusses handling risk tolerance when couples have different thresholds.

What Investments Can Combat Inflation

In this episode Brian discusses investment that can combat inflation.

Selling Your Principal Residence or Renting It Out

In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it.

Pulling From Your Principal In Retirement or Passive Income

In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement.

Maintaining The Balance Of Your Principal In Retirement

In this episode Brian discusses maintaining the balance of your principal in retirement.

How Inflation Affects Different Investments

In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener questions.

Tax Free, Tax Deductions, Tax Deferrals and Tax Credits

In this episode Brian defines and explains different tax savings terms and what they mean.

When Can You Retire?

In this episode Brian discusses an often asked question about retirement timing.

Where You Should Pull Income From In Retirement

In this episode Brian discusses where you should pull income from in retirement and why.

When Can I Roll Over My 401K?

In this episode Brian discusses what you can roll over your old 401K plan and why to do it.

Understanding Alternative Investments

In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, and how you can tell if you have a good or bad annuity.

Grow Your Wealth Without Risky Investments

In this episode Brian discusses how you can grow your wealth without investing in risky assets.

Stock Market Investing

In this episode Brian discusses investing in the stock market and why it can be difficult.

What To Do With Excess Cash

In this episode Brian discusses what to do with excess cash right now.

How To Build A Portfolio For Retirement While Combatting Inflation

In this episode Brain discusses what a retirement portfolio looks like, the principles of a portfolio, what causes inflation and how it affects the design of your portfolio, and planning your wealth so the odds are in your favor.

The Importance of Investing Combined with CPA Advice

In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA.

59 1/2 - An Important Age To Consider

In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments.

Variable Annuities

In this episode Brian discusses the pros and cons of using variable annuities.

Using Roth Accounts

In this episode Brian discusses a tax planning tip - using Roth accounts.

Long Term Care Insurance Policies

In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.

Small Business Structures

In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC.

Alternative Investments

In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.

When To Take Social Security

In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other.

How Much Should I Contribute To My 401K

In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks.

What Is A Retirement Plan

In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation to the distribution phase of life.

Medicare Part B and Supplement Costs

In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does.

The Seven Different Kinds of IRAs.

In this 2-minute show, Brian discusses the 7 different types of IRAs.

Solving For Income

In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses, and generational income.

Paying Tax on Your Social Security

In this episode Brian discusses taxation rates on social security payments.

Real Estate Investment Trusts

In this episode Brian discusses what a REIT is and the two different types.

What Does It Mean To Be Diversified In Your Investments

In this episode Brian discusses the ways to keep your portfolio diversified and why it's important.

How To Protect Your Wealth

In this episode Brian discusses how you should be adjusting your portfolio to protect your wealth, protection from lawsuits, preparing your wealth so it supports your quality of life, and a financial plan built to provide financial shelter.

Growing Your Wealth in 120 Seconds - Financial Creative Destruction

In this episode Brian discusses what creative destruction is in finance. If you don't keep up you may be left behind.

Growing Your Wealth in 120 Seconds - Capital Gains Taxes

In this episode Brian discusses capital gains taxes and how much you would pay.

Growing Your Wealth in 120 Seconds - The IRS Tax Form 1040 Treasure Hunt

In this episode Brian discusses what you should look at on your IRS form 1040 and adjust.

Growing Your Wealth in 120 Seconds - Cash and Cash Equivalents

In this episode Brian discusses money markets, CDs, and fixed annuities.

Growing Your Wealth in 120 Seconds - Why Bonds Are Losing Money

In this episode Brian explains bonds and why they lose money when interest rates rise.

Inflation And How To Deal With It

In this episode Brian discusses what causes inflation, strategies to offset inflation, how inflation can lead to a flat market cycle, and lifestyle planning with inflation.

What You Need To Know About Working with Multiple Advisors

In this episode Brian talks about the evolution of Growing Your Wealth, problems that come with working with multiple advisors, understanding what your advisor can and cannot do, the Madrona team principle, and current economic events.

What To Do Now That Tax Season Is Over

In this episode Brian discusses when tax minimization starts, why you need an CPA/Advisor combo, and the 1040 tax form treasure hunt - what Brian sees when he looks at a tax form.

Passive Real Estate With a Delaware Statutory Trust

In this episode Brian welcomes Madrona's newest advisor, Nick Smelzer. Brian and Nick discuss complete financial planning, the "team approach," and passive real estate.

Estate Planning Tips

In this week's episode, Brian discusses estate planning with Paul Grant of planningwithpurpose.com. Brian also talks about his new book, "The 7 steps To A Successful Retirement."

Christians, Mechanics, and Your 401 K

In this episode Brian discusses the new topic library our listeners can use to answer their questions, inflation and its effects, reverse mortgages, and 401 Ks.

The Entrepreneur's Wheel

In this episode Brian discusses the entrepreneur's wheel - a guide to starting a business. He also talk about reviewing a tax return for missed opportunities, structured notes, and leveraged life insurance and it's benefits.

Gifting Strategies and Estate Taxes

In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules.

Five Primary Areas To Invest In

In this episode Brian discusses the five primary areas you can invest in. They are cash and cash equivalents, insurance company products, real estate, equities, and bonds.

Life Insurance and Trusts

In this episode, Brian discusses term life insurance vs permanent life insurance, the importance of umbrella insurance, funding permanent life insurance vs retirement accounts, and how revocable and irrevocable trusts differ.