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.
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.
02:0003/08/2022
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.
02:0002/08/2022
Maintaining The Balance Of Your Principal In Retirement
In this episode Brian discusses maintaining the balance of your principal in retirement.
02:0101/08/2022
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.
50:1223/07/2022
Tax Free, Tax Deductions, Tax Deferrals and Tax Credits
In this episode Brian defines and explains different tax savings terms and what they mean.
02:0021/07/2022
When Can You Retire?
In this episode Brian discusses an often asked question about retirement timing.
02:0020/07/2022
Where You Should Pull Income From In Retirement
In this episode Brian discusses where you should pull income from in retirement and why.
02:0019/07/2022
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.
02:0018/07/2022
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.
53:1716/07/2022
Grow Your Wealth Without Risky Investments
In this episode Brian discusses how you can grow your wealth without investing in risky assets.
02:0015/07/2022
Stock Market Investing
In this episode Brian discusses investing in the stock market and why it can be difficult.
02:0014/07/2022
What To Do With Excess Cash
In this episode Brian discusses what to do with excess cash right now.
02:0112/07/2022
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.
50:3702/07/2022
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.
02:0001/07/2022
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.
02:0029/06/2022
Variable Annuities
In this episode Brian discusses the pros and cons of using variable annuities.
02:0028/06/2022
Using Roth Accounts
In this episode Brian discusses a tax planning tip - using Roth accounts.
02:0027/06/2022
Long Term Care Insurance Policies
In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.
02:0024/06/2022
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.
02:0023/06/2022
Alternative Investments
In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.
02:0022/06/2022
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.
02:0021/06/2022
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.
02:0020/06/2022
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.
49:4618/06/2022
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.
02:0017/06/2022
The Seven Different Kinds of IRAs.
In this 2-minute show, Brian discusses the 7 different types of IRAs.
02:0016/06/2022
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.
47:3211/06/2022
Paying Tax on Your Social Security
In this episode Brian discusses taxation rates on social security payments.
02:0010/06/2022
Real Estate Investment Trusts
In this episode Brian discusses what a REIT is and the two different types.
02:0009/06/2022
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.
02:0006/06/2022
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.
52:5304/06/2022
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.
02:0103/06/2022
Growing Your Wealth in 120 Seconds - Capital Gains Taxes
In this episode Brian discusses capital gains taxes and how much you would pay.
02:0002/06/2022
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.
02:0001/06/2022
Growing Your Wealth in 120 Seconds - Cash and Cash Equivalents
In this episode Brian discusses money markets, CDs, and fixed annuities.
02:0131/05/2022
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.
02:0030/05/2022
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.
51:2024/05/2022
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.
48:3817/05/2022
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.
53:2010/05/2022
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.
52:0603/05/2022
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."
52:2926/04/2022
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.
47:5319/04/2022
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.
45:5231/03/2022
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.
48:3822/03/2022
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.
48:3608/03/2022
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.
49:1901/03/2022
All About Real Estate and REITs
In this episode Brian talks about real estate "capitalization rates," depreciation recapture, and capital gains on real estate, Opportunity Zones, and public vs private real estate investment trusts.
50:4601/03/2022
Investment Real Estate
In this episode Brian welcomes Derek Doke. Derek has been an asset manager, property manager, licensed broker, investor, syndicator, and real estate educator for over 20 years. to learn ore about Derrick, visit: www.nai-psp.com/our-team/derek-doke.
50:5001/03/2022
Estate Planning
In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com.
50:3901/03/2022
Medicare, Medicaid, and Long Term Care Insurance
In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid.
50:3226/01/2022
Annual Year in Review - 2021
In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand where we've been and possibly give insight to the coming year.
49:4818/01/2022