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.
Total 515 episodes
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Ages, 401Ks, Tax Rates, and Annuities
Ages, 401Ks, Tax Rates, and Annuities
In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of gains, and annuity crediting options.
51:3631/12/2021
All About Taxes
All About Taxes
In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one particular year, and finally, investment real estate classifications.
49:3721/12/2021
Timing The Market
Timing The Market
In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs.
51:4315/12/2021
The True Meaning of the Fiduciary Standard
The True Meaning of the Fiduciary Standard
In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks, when the DOW will hit 50,000, and the relative size of the markets.
47:2715/12/2021
The Tools In A Financial Toolbox
The Tools In A Financial Toolbox
In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan
48:0729/11/2021
Five Goals Of Financial Planning
Five Goals Of Financial Planning
In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution phase of your life and important financial people in your life.
51:4429/11/2021
Social Security Basics and Estate Taxes
Social Security Basics and Estate Taxes
In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model.
46:4615/11/2021
Life Insurance Types and Uses
Life Insurance Types and Uses
In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trusts (ILIT), and Premium Finance Life Insurance and who qualifies for it.
49:2115/11/2021
Business Sale and Succession and Long Term Care
Business Sale and Succession and Long Term Care
In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based long-term care plans.
51:2613/10/2021
Annuities Explained
Annuities Explained
In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I Hate Annuities and You Should Too" slogan and why it's wrong.
51:2413/10/2021
Income Taxes and How to Minimize Them
Income Taxes and How to Minimize Them
In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your tax return, income distribution strategy to minimize taxes, and Roth conversions.
46:1028/09/2021
Is Your Portfolio Diversified Enough?
Is Your Portfolio Diversified Enough?
In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of tax proposals from the new administration.
49:5428/09/2021
President Biden's Tax Proposals And Your Passing On Wealth
President Biden's Tax Proposals And Your Passing On Wealth
In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of divorce, and listener questions.
55:5205/09/2021
Madrona Financial's Evolution To Serving High Net Worth Clients
Madrona Financial's Evolution To Serving High Net Worth Clients
In this episode Brian discusses the Delta variant, technology, inflation, running out of money in retirement, and how Madrona has evolved to serve the unique needs of high net worth clients.
55:5205/09/2021
Current Events and Investment Real Estate
Current Events and Investment Real Estate
In this episode Brian talks about the Covid Delta variant, the housing and real estate market, whether this is the time to sell investment real estate, selling your business to retire, and listener questions.
55:5205/09/2021
Review and Analysis Of The First Half Of The 2021 Market
Review and Analysis Of The First Half Of The 2021 Market
In this episode Brian goes in depth in a discussion of the market for the first half of 2021.
55:5205/09/2021
Economy Prognosis or The Remainder Of 2021
Economy Prognosis or The Remainder Of 2021
In this episode Brian talks about the economy for the rest of '21, inflation, interest rates being held down, longevity risk, and long term care.
55:5505/09/2021
Current Events And Your Money
Current Events And Your Money
In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions.
55:5204/09/2021
Running Out Of Money In Retirement
Running Out Of Money In Retirement
Brian talks about how to prevent running out of money in retirement, becoming a passive investment owner instead of active, and using a Delaware Statutory Trust to own passive real estate. Also listener questions answered.
56:0004/09/2021
Four Retirement Mistakes To Avoid
Four Retirement Mistakes To Avoid
In this episode Brian talks about how the US fared during the first half of the year, old guard companies that have adapted to the new world, income tax rates, and four retirement mistakes to avoid.
55:5704/09/2021
Rising Inflation And The Housing Market
Rising Inflation And The Housing Market
In this episode Brian talks about under-reporting inflation, the housing market, a different way of looking at financial planning, his new financial library project, and President Biden's tax proposals.
55:5204/09/2021
Current Events And The Markets
Current Events And The Markets
In this episode Brian talks about how we do this show, the market, components of the S&P 500, the top companies in the world, and the value of a Roth conversion.
55:5203/09/2021
State Of The Economy The Rest Of The Year
State Of The Economy The Rest Of The Year
In this episode Brian discusses the economy through the end of the year, employee shortages, interest rates held down, longevity risk, and plans for long-term care.
55:5203/09/2021
The State Of The Market
The State Of The Market
In this show Brian discusses the state of the market, buying opportunities, 401K plans, common questions he receives, and the most most important pieces of a financial plan.
55:5203/09/2021
Shift In Policies From Trump To Biden Administration
Shift In Policies From Trump To Biden Administration
Tax breaks on the chopping block, jobs, interest rates, inflation, and getting a personal financial plan.
55:5203/09/2021
Analyzing the 2021 Stock Market's Performance.
Analyzing the 2021 Stock Market's Performance.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the stock market's performance in 2021 and how to analyze it for smart investment strategies.
55:5220/05/2021
How Can Taxes Affect Where You Live and Retire?
How Can Taxes Affect Where You Live and Retire?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how taxes can affect where people want to live and retire. Brian also discusses how Washington States proposed capital gains tax may affect investment strategies.
55:5213/05/2021
Should the Stock Market's Recent Performance Change Your Investment Strategies?
Should the Stock Market's Recent Performance Change Your Investment Strategies?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the state of the economy and the DOW's recent performance. Brian also talks about how your tax strategy and wealth management plans will benefit your retirement and why you should pay attention to it.
55:5206/05/2021
How to Manage Your Risk Levels for Your Investments.
How to Manage Your Risk Levels for Your Investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how people are making investment decisions after just coming out of a pandemic and how to manage your risk levels.
55:5229/04/2021
How To Manage Your Emotions and Make Better Investments.
How To Manage Your Emotions and Make Better Investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how you can manage your emotions to make better investment decisions.
55:5222/04/2021
How the Vaccine Could Help the Market and Your Investments.
How the Vaccine Could Help the Market and Your Investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 vaccinations will help the economy and how that may benefit investing in the market.
55:5515/04/2021
Which Industries Are Thriving After the Pandemic and Why That Could Impact Your Investments.
Which Industries Are Thriving After the Pandemic and Why That Could Impact Your Investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how local business are recovering from the pandemic. Brian also explores which sectors of the economy are still struggling and which are thriving, and why that could change how you invest your money
55:5208/04/2021
Has the Market Recovered From the Pandemic?
Has the Market Recovered From the Pandemic?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the market and economy has recovered since the lowest point of the COVID-19 pandemic.
55:5201/04/2021
Why Does the DOW Keep Rising and What Could That Mean for Investors?
Why Does the DOW Keep Rising and What Could That Mean for Investors?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent current events including the DOW's trajectory and what that could mean for investors?
55:5225/03/2021
What Has COVID-19 Done to the Economy and Investments Over the Past Year?
What Has COVID-19 Done to the Economy and Investments Over the Past Year?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the effect that COVID-19 has had on the market, economy, and individual investments over the past year.
55:5218/03/2021
Is the Market Overvalued at the Beginning of 2021?
Is the Market Overvalued at the Beginning of 2021?
In this episode of Growing Your Wealth with Brian Evans, Brian explores what could be in store for the market and economy in 2021 and what that could mean for your investments.
55:5511/03/2021
Could Working Remotely Change Your Tax Strategy?
Could Working Remotely Change Your Tax Strategy?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about tax strategies and how working remote can change your strategy.
55:5204/03/2021
What is the Madrona Bundle of Services and How Can They Help You?
What is the Madrona Bundle of Services and How Can They Help You?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Madrona bundle of service you get when you use Madrona as your financial advisor. Brian also talks about the different between the stock market, the market and the economy.
55:5225/02/2021
How To Avoid Running Out of Money During Retirement.
How To Avoid Running Out of Money During Retirement.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how to avoid running out of money in retirement and if you should be concerned. Brian also talks about investing lessons from 2020.
55:5218/02/2021
Should the GameStop Stock Short-Selling Change Your Investment Strategy?
Should the GameStop Stock Short-Selling Change Your Investment Strategy?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the GameStop stock price rising and what that could mean for your other investments. Brian also talks about current interest rates and how what you should know.
55:5211/02/2021
How the National Debt Could Affect Tax Plans and Investments.
How the National Debt Could Affect Tax Plans and Investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the national debt and what that could mean for taxes and investments in the future.
55:5204/02/2021
The Nine Investment Pitfalls to Avoid.
The Nine Investment Pitfalls to Avoid.
In this episode of Growing Your Wealth with Brian Evans, Brian reviews everything that happened in 2020 and what that could mean for the market in 2021. Brain compares industries and how they fared during the pandemic. He also touches on the 9 investment pitfalls to avoid and where to access the article.
55:5528/01/2021
What Services Does Madrona Financial Services Provide?
What Services Does Madrona Financial Services Provide?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the services that Madrona Financial Services offers and how it's sister company, Bauer Evans CPA, can benefit clients.
55:5221/01/2021
How Did the Pandemic Affect the Market Compared to Previous Recessions?
How Did the Pandemic Affect the Market Compared to Previous Recessions?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how this pandemic's affect on the market compares to previous economic downturns and what could the future could hold.
55:5214/01/2021
How the Pandemic Has Impacted Businesses and Could That Affect Your Investments?
How the Pandemic Has Impacted Businesses and Could That Affect Your Investments?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the COVID-19 pandemic has affected different businesses across the world.
55:5207/01/2021
Will the Market Return to Normal in 2021?
Will the Market Return to Normal in 2021?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the upcoming year and if things will return to normal, or if we should prepare for a new normal.
55:5231/12/2020
Could the Real Estate Market Be At Risk After COVID-19?
Could the Real Estate Market Be At Risk After COVID-19?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about areas in the real estate market that are at-risk post COVID-19.
55:5523/12/2020
Tax Year-End Deadlines and Possible Strategies.
Tax Year-End Deadlines and Possible Strategies.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about smart tax moves to make before the end of the year.
55:5216/12/2020
How the Market Has Adapted This Year and What It Could Mean for the Future.
How the Market Has Adapted This Year and What It Could Mean for the Future.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the changes and adaptions we've had to make in 2020 due to the pandemic will impact the trajectory of not only your investments, but personal life.
55:5209/12/2020
How To Leverage a Step-Up-In-Basis for Your Tax Strategy?
How To Leverage a Step-Up-In-Basis for Your Tax Strategy?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the step-up-in-basis and how you can leverage for your tax strategy.
55:5302/12/2020