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.

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.

In this episode Brian welcomes Paul Grant, Estate Planning Attorney. Paul's website is www.http://www.planningwithpurposeinc.com.

In this episode Brian discusses Medicare, Medicare premiums, Medicare supplement plans, long term care insurance, and Medicaid.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

In this episode Brian goes in depth in a discussion of the market for the first half 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.

In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions.

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.

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.

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.

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.

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.

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.

Tax breaks on the chopping block, jobs, interest rates, inflation, and getting a personal financial plan.

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.

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.

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.

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.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how you can manage your emotions to make better investment decisions.

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.

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

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.

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?

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.

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.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about tax strategies and how working remote can change your strategy.

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.

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.

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.

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.

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.

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.

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.