Growing Your Wealth with Brian Evans: Recent Episodes
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.
In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.
In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security.Â
In this 2-minute episode Brian discusses creating a retirement plan for small businesses.
In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities.Â
In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.Â
In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters.Â
In this episode Brian discusses moving money to different times to affect the tax rate.Â
In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.Â
In this episode Brian discusses whether you should pay off your mortgage before retirement.Â
In this episode Brian discusses the differences between the ROTH and the traditional IRA.Â
In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.Â
In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement.Â
In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax.Â
In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.Â
In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that.Â
In this 2-minute episode, Brian discusses the size of the different segments of the market.Â
In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions.Â
In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension
In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.Â
In this 2-minute episode, Brian discusses the options you have in taking a pension payout.Â
In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor.Â
In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan.Â
In this 2-minute episode, Brian discusses the options you have for your business structure.Â
In this 2-minute episode, Brian discusses the reasons you may want to use a corporate trustee as opposed to a friend or family member.Â
In this episode Brian discusses how to determine which stocks are right for you and the 4 flavors of tax and what you can expect when you retire.Â
In this 2-minute episode, Brian discusses CRUT's being annual distributions defined as a percentage of the trust's assets, measured that year, whereas a CRAT's annual distributions are a fixed percentage of the trust's starting value.
In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate.Â
In this 2-minute episode, Brian discusses donating your required minimum distribution to charity.Â
In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.Â
In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.Â
In this episode Brian discusses 5 pitfalls your estate planning attorney may have missed and how to get into real estate if you're looking to retire and you want out of the stock and bond market.Â
In this 2-minute episode Brian talks about including your legacy in your financial plan.Â
In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.Â
In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want out of the stock and bond market.Â
In this 2-minute episode Brian talks about a financial plan that includes your legacy.Â
In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan.Â
In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity.Â
In this episode Brian discusses the problem with after tax funds and retirement that on one is talking about and if CPAs could give investment advice, what would they say?Â
In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire.Â
In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to.Â
In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business.Â
In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence.Â
In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks.Â
In this episode, Brian discusses the 7 stocks that make up 99.5% of the S&P 500 and how it may affect your strategy. Also, how to balance growing your assets and growing your income in retirement.Â
In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used.Â
In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.
In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow.Â
In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots.Â
In this 2-minute episode, Brian discusses required minimum distributions from your portfolio.Â
In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement.Â
In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used.Â
In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA.Â
In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance.Â
In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio.Â
In this 2-minure episode Brian discusses why you should have life insurance on both spouses.Â
In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life.Â
In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of.
In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare.
In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success.
In this 2-minute episode Brian discusses where you get your investment advice and considering the source.
In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance.
In this 2-minute episode Brian discusses the steps you need to take to implement your trust.
In this episode Brian discusses the gains made on a residential or second home, the importance of a registered investment advisor and a CPA working together, income distribution strategies for tax bracket purposes, and Roth conversions.
In this 2-minute episode Brian discusses making the right decision with a Boeing Lump Sum distribution of your pension plan.
In this 2-minute episode Brian discusses the way people think about their investments in the stock market.
In this episode Brian talks with Joel Maher, partner and advisor at Madrona Financial and CPA's. Brian and Joel discuss annuities among other things.
In this 2-minute episode Brian discusses a locked-cap on a fixed index annuity to take advantage of today's high interest rates.
In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio.
In this 2-minute episode Brian discusses making the right decision if you're taking a lump-sum pension. Waiting even a month could cost you hundreds of thousands of dollars.
In this episode Brian discusses tax free investment strategies such as Roth's and Roth conversions, marginal income tax bracket management, step-up in basis, credit shelter (A-B trusts), real estate (1031 exchanges), Delaware Statutory trusts, passive non-traded REITS, charitable gifting, universal life, premium financed FIUL, and where the stock market is going.
In this 2-minute episode Brian discusses making sure your estate plan accounts for successfully passing down wealth.
In this 2-minute episode Brian discusses staging a business for sale the way you would a house.
In this 2-minute episode Brian discusses using investments in retirement that are tax free.
In this 2-minute episode Brian discusses using an annuity as a tool to create lifetime cash flow.
In this 2-minute episode Brian discusses the fact that too many people neglect getting a valuable free financial plan using the excuse of being busy.
In this episode Brian discusses the remaining sectors of the markets for the 3rd quarter of 2022.
In this episode Brian discusses planning that take into account the financial needs specific to women.
In this episode Brian discusses the elements that would make up the theoretical perfect portfolio.
In this episode Brian discusses investing strategies picturing you older and looking back.
In this episode Brian discusses whether you could sustain your lifestyle on a million dollars in retirement.
In this episode Brian discusses a pension decision Boeing potential retirees must make that could result in saving hundreds of thousands of dollars. He also explains the results of the JP Morgan third quarter market results.
In this 2-minute episode Brian discusses investing in financial products that have no tax burden in retirement.
In this 2-minute episode Brian discusses Madrona Financial and CPAs working with your existing CPA firm.
In this 2-minute episode Brian discusses alternatives to a pension that can provide monthly income.
In this 2-minute episode Brian discusses 5 things that the best investments should have.
In this episode Brian discusses investments that are not typical but can have good results.
In this episode Brian discusses having a purpose for your investments, where to get educated on finances, how to buy your dream home using a 1031 exchange.
In this 2-minute episode Brian discusses that there are about 30 decisions to make in life.
In this 2-minute episode Brian discusses the timing of paying taxes to pay them in the lowest marginal tax rate.
In this 2-minute episode Brian discusses the importance of tax planning being combined with investment advice.
In this episode Brian discusses whether we're in for more bumpy financial times, the correlation between politics and the economy, what documents you need to begin a financial plan, and hidden things a CPA sees when looking at a 1040 tax form.
In this 2-minute episode Brian discusses household wealth changes pre-pandemic to today.
In this 2-minute episode Brian discusses mistakes you may be making in retirement with the rising cost of goods and services - inflation.
In this 2-minute episode Brian discusses mistakes you may be making in retirement with income taxes.
In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.
In this 2-minute episode Brian discusses mistakes you may be making in retirement with maximizing your social security.
In this episode Brian discusses important ages in your financial life, Roth vs 401K, Annuity crediting, and income tax rates on different types of gains.
In this 2-minute episode Brian discusses the costs associated with Medicare supplements.
In this 2-minute episode Brian discusses what you need to know about required minimum distributions.
In this 2-minute episode Brian discusses what you need to know when selling real estate bought as an investment.
In this 2-minute episode Brian discusses 30 important decisions you make in life and how many you need to get right.
In this episode Brian welcomes Madrona advisor Nick Smelzer who talks about passive real estate investing with the Delaware Statutory Trust.
In this 2-minute episode Brian discusses prioritizing your wealth so it fulfills its purpose.
In this 2-minute episode Brian discusses whether investing in precious metals such as gold and silver is a wise choice.
In this 2-minute episode Brian discusses dollar cost averaging - the practice of investing a fixed amount o a regular basis regardless of share price.
In this 2-minute episode Brian discusses how companies need to continually innovate to stay competitive.
In this 2-minute episode, Brian discusses things that only a CPA like himself would notice on your 1040 tax form.
In this episode Brian discusses short-term stock market rallies, the annuity debate, the fed's recent meeting, and the growth and evolution of Madrona Financial and their competitive advantage.
In this 2-Minute episode Brian discusses making a retirement mistake involving income taxes.
In this 2-Minute episode Brian discusses the relative size of different sectors of the market.
In this 2-Minute episode Brian discusses selling actively managed real estate and getting into passive real estate using a Delaware Statutory Trust.
In this episode Brian discusses false stock market rallies. sectors of the market, interesting recent case, pension decisions, and Delaware Statutory Trusts for passive real estate investment.
In this 2-minute episode Brian discusses trading one insurance contract for another - the 1035 exchange.
In this 2-minute episode Brian discusses the unique concept of premium finance life insurance and who it's right for.
In this 2-minute episode Brian discusses how to determine when you can actually retire.
In this 2-minute episode Brian discusses the choices to consider in passive real estate investing.
In this episode Brian discusses understanding annuity fees, strategies of safe investments along side riskier ones, fixed index annuities, CDs, and money markets, and annuity payout options.
In this 2-minute episode Brian discusses the different ways your annuities can be credited.
In this 2-minute episode Brian discusses the different structures you can use for your business.
In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal.
In this episode Brian discusses moving to a state that does not have a state tax, income tax deductions, credits and deferrals, along with why you may want to pay more in tax now, and ownership classifications of investment real estate.
In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.
In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.
In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.
In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio.
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.
In this episode Brian discusses handling risk tolerance when couples have different thresholds.
In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it.
In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement.
In this episode Brian discusses maintaining the balance of your principal in retirement.
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.
In this episode Brian discusses the importance of having a CPA involved in your investment planning.
In this episode Brian defines and explains different tax savings terms and what they mean.
In this episode Brian discusses where you should pull income from in retirement and why.
In this episode Brian discusses what you can roll over your old 401K plan and why to do it.
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.
In this episode Brian discusses how you can grow your wealth without investing in risky assets.
In this episode Brian discusses investing in the stock market and why it can be difficult.
In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk.
In this episode Brian discusses good alternative investments to combat inflation, how to tell if you have a good or bad annuity, other less risky investments besides bonds, and investment real estate.
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.
In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA.
In this episode Brian discusses when you should start adjusting your retirement portfolio.
In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments.
In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.
In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC.
In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.
In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other.
In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks.
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.
In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does.
In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons.
In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy.
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.
In this episode Brian discusses investing in precious metals from a historical perspective.
In this episode Brian discusses the ways to keep your portfolio diversified and why it's important.
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.
In this episode Brian discusses what creative destruction is in finance. If you don't keep up you may be left behind.
In this episode Brian discusses what you should look at on your IRS form 1040 and adjust.
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.
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.
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.
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.
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."
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.
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.
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.
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.
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.
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 understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the payout options of 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.
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 charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship funds.
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 owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Statutory Trust.
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.
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.
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.
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.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about smart tax moves to make before the end of the year.
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.
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.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference between the stock market and the economic market and their projections for 2021.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona Financial Services can help their clients arm themselves with the knowledge and tools to prepare themselves for retirement.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how and why you should choose a financial advisor and what differentiates Madrona Financial Services from other financial advisors.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the 2020 presidential election and how it could affect your retirement. Brian reviews the tax strategies of both candidates and the potential implications of each on your portfolio.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the current market and why the S&P, DOW, and NASDAQ are up and what that could mean.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about market projections from JPMorgan's Asset Management's Guide for Investment for the third quarter in 2021.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the economic projections for 2021 and which industries are still struggling, and which are primed for a big 2021.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investments could be impacted differently depending on how long it lasts. Brian also talks about strategies for investing in retirement.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the new normal brought on by the COVID-19 pandemic and will it affect your investment portfolio? Brian also talks about financial situations where you should connect with a financial advisor.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about previous presidential elections and the subsequent effects that they had on the market.
In this episode of Growing Your Wealth with Brian Evans, Brian the industries that have been impacted by COVID-19 and how they have adapted. Will these changing industries have any impact on your investment strategies?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about everything that has happened in 2020 and what to look ahead for. Brian talks about how this years events could impact your tax strategy.
In this episode of Growing Your Wealth with Brian Evans, Brian continues his discussion on the presidential election. He talks about the historical trends of the market during election years and why they may not guarantee similar performance.
In this episode of Growing Your Wealth with Brian Evans, Brian discusses the upcoming presidential election and how its results could impact the market.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference in financial planning during the COVID-19 pandemic.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID has impacted the United States' GDP and the cascading effect it will have.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the 2008 recession compares to the current recession brought on my the Coronavirus. Brian also talks about the shape of the recover that is predicted.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the market and the economy responded to the Coronavirus pandemic, and the difference between the two?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how businesses will have to adapt to this new COVID-19 environment to survive. Brian also talks about certain sectors that are undervalued and if that means it is a good buy.
In this episode of Growing Your Wealth, Brian Evans talks about how this new decade might compare to the previous decade. He analyzing specific sectors and their performance and why they may or may not be a good investment.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the economy reopening may affect your investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how recent events could affect investment strategies and what you may be able to do about it.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the difference between the market and the economy and how COVID-19 has affected them both.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona's bundle of service differs from other financial advisors. Brian also talks about how COVID-19 has affected investment strategies that could affect your retirement.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how the upcoming presidential election could further affect the downed economy. Brian also talks about how the COVID-19 pandemic compares to previous recessions.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how taxes are often overlooked by financial providers and how Madrona differentiates itself by being able to answer your tax questions. Brian also talks about safe investment alternatives and when they could be appropriate for you.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19's impact on the economy compares to previous recessions and how you should set your expectations for your investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about companies asking their employees to take voluntary layoffs and how it could affect your retirement.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how companies have to adapt their business model to survive the COVID-19 pandemic. Brians also talks about the effect of the pandemic on corporations and their stocks.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona has adapted to the new business environment to better serve its clients. Brian also talks about how long it could take for the economy and market to recover from the COVID-19 pandemic.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about he and his clients are getting business done while working remote and how it has benefited Madrona's clients. Brian also talks about tax strategies about filing tax returns and how that could affect your COVID-19 stimulus check.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how he and his clients are coping with COVID-19. He also talks about types of annuities and other safe investment strategies that could benefit your portfolio.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how his clients are coping with COVID-19. Brian also talks about how COVID-19 is a 'black swan event' and what that means going forward.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 may affect your finances during this bear market.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the different types of annuities and how they could benefit your portfolio.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investing in passive real estate may benefit your portfolio.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent drop in the market due to the Coronavirus.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the tax implications of the 2020 elections. Brian talks about strategies that could eliminate some of your taxes in retirement for good.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the persistence of the Coronavirus and its impact on overseas manufacturing and how that could affect our economy.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 has affected the stock market so far.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Coronavirus and if you should be concerned about it affecting your portfolio.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the potential implications on investments that the 2020 presidential election might have. Brian also discusses how risk tolerance should factor into making investment decisions. Brian also talks about how your rental cash flow might not be what you think.
In this episode of Growing Your Wealth with Brian Evans, Brian weighs in on the idea that our rapidly advancing technology will result in another recession. Brian also talks about the investment portfolio options that are most vulnerable during a market correction. Brian also invites all CPA's to contact Madrona Financial Services with their clients investment questions to bring the most value to their clients.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Delaware Statutory Trust and how to utilize the step-up in basis. Brian also talks about the low interest rates available on the market and why they might not be a good thing for investors. Brian also talks about how Madrona Financial Services and Bauer Evans CPA's work together to benefit their clients.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the SECURE Act and how it could affect your retirement. Brian also gives his insights onto why he think we will not have a recession in 2020 and how to capitalize on the situation.
In this episode of Growing Your Wealth with Brian Evans, Brian shares his thoughts on why the strong market will continue through 2020. Brian also discusses the importance of stress-testing portfolios and why Madrona Financial Services always implements this defense.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and strategies to maximize the amount of money you keep. Brian also talks about investment options that could eliminate your taxes in retirement. He also discusses the benefits where a Roth IRA could be beneficial and when to consider a Roth conversion.
In this episode of Growing Your Wealth with Brian Evans, Brian new proposals from the Seattle City Council that could impact landlords. This new proposal from the Seattle City Council would prevent landlords from evicting tenants during certain times of the year. Brian gives his thoughts on this and things landlords can do to protect themselves.
In this episode of Growing Your Wealth with Brian Evans, Brian reviews the 2019 market performance. Brian also gives his insights on what to expect over the upcoming year and advice for the future. He also discusses inheritance tax, gift tax, and step-up in basis and how to maximize your tax deferral. Finally, Brian elaborates on the history of the 1031 Exchange and DST's and the projection of their future.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the fiscal fourth quarter and how to financial prepare for the new year. Brian also reveals five habits that keep his clients wealthy.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about alternative options instead of investing in the biggest asset class in investing, bonds. Brian also talks about the advantages his clients receive because of working with a fiduciary financial advisor over a non-fiduciary.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about if you should defer your taxes with the upcoming presidential election. Brian also talks tax strategies relating 401k accounts and if you should consider a Roth conversion. Brian also talks about how to pick annuities and what to look for.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about strategies to consider during the fourth quarter of the year to prepare for 2020. Brian also talks about tactics to recession proof your retirement portfolio. Finally, Brian reveals five habits to retain your wealth.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about things to look out for when shopping annuities and scenarios when they may be right for you. Brian also discusses retirement myths and how you can resolve them.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about Delaware Statutory Trusts and scenarios where you might want to enter a DST. He also talks about what is considered a like-kind property in a Delaware Statutory Trust. Finally, Brian talks about the timeline that must be followed to enter a Delaware Statutory Trust.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and if you should expect an increased tax rate in the future and strategies to protect your wealth. Brian also discussed tax strategies to potentially defer or eliminate taxes when you retire.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent bills in Oregon and California that have passed rent control and if Washington state landlords should be concerned and how you can avoid it. Brian also talks about annuities and if they could be appropriate for you.
In this episode of Growing Your Wealth with Brian Evans, Brian discusses investments that could help you keep your fortune and stay ahead of inflation. Brian also reviews the intricacies of a Delaware Statutory Trust such as a step-up in basis and how to potentially take advantage of it.
In this episode of Growing Your Wealth with Brian Evans, Brian discusses if you should be concerned about an upcoming recession and how to prepare your investments for it. Brian also talks about different property types you can own when you invest in a Delaware Statutory Trust.
In this episode of Growing Your Wealth with Brian Evans, Brain talks about the dangers of waiting too long to get a professional financial plan and why it might be a good idea to bring your adult children. Brian also talks about how to protect your assets when you remarry.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the bond market and if it could signify an upcoming recession. He also talks about recent low interest rates and how they can help or hurt investors.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about the intricacies of completing a 1031 exchange and how you can use it to defer capital gain taxes when selling and buying real estate. Brian also talks about rent control, decreased tenant screening, and mandatory Section 8 housing that is plaguing the west coast and how you can avoid it before it affects you.
In this episode of Growing Your Wealth with Brian Evans, Brian reviews the S&P 500 and talks about historical fluctuations and if you should be concerned about the future. Brian also talks about the upcoming presidential election and how it could affect tax rates and your investments.
In this episode of Growing Your Wealth with Brian Evans, Brian reviews a guide to retirement and explains how a few changes could help you retire on time. He also talks about the struggles of the new lifestyle that is retirement, and how to find your new identity.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about retirement and adjusting to your new lifestyle to find a meaningful purpose. Brian also discusses upcoming changes to Social Security and how it will affect you. Brian also talks about Seattle City Council and how they might adversely affect active landlords in the Seattle area.