Growing Your Wealth with Brian Evans - podcast cover

Growing Your Wealth with Brian Evans

Madrona Financial Servicesgrowingyourwealth.transistor.fm
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.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

How the SECURE Act May Affect Your Retirement.

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.

Jan 15, 202056 minEp. 21

Will the Strong Market Continue in the New Year?

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.

Jan 08, 202056 minEp. 20

Tax-Free Investment Strategies.

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.

Jan 01, 202056 minEp. 19

How Can Landlords Protect Themselves?

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.

Dec 27, 201956 minEp. 18

2019 Market Analysis and What to Expect for the Upcoming Year.

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.

Dec 18, 201956 minEp. 17

Five Habits to Have to Keep Your Wealth.

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.

Dec 11, 201956 minEp. 16

Safe Investment Alternatives to Bonds.

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.

Dec 04, 201956 minEp. 15

Should You Defer Taxes on Your Retirement Accounts?

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.

Nov 20, 201956 minEp. 14

How to Recession Proof Your Portfolio

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.

Nov 13, 201956 minEp. 13

How Do I Know Which Type of Annuity Suits Me Best?

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.

Oct 30, 201954 minEp. 12

Why a Delaware Statutory Trust May Be Right for You

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.

Oct 23, 201956 minEp. 11

Tax Strategies for Retirement to Protect Your Wealth

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.

Oct 16, 201956 minEp. 10

Should You Be Concerned About Rent Control?

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.

Oct 15, 201956 minEp. 9

Stay Rich Investments to Keep Your Wealth

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.

Sep 28, 201956 minEp. 8

Is There a Way to Recession-Proof Your Portfolio?

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.

Sep 28, 201956 minEp. 7

Do I Need a Professional Financial Plan?

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.

Sep 06, 201956 minEp. 6

Does a Popular Bond Market Signify an Upcoming Recession?

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.

Sep 06, 201956 minEp. 5

Why Passive Real Estate Could Be Right for You

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.

Aug 30, 201956 minEp. 4

A Guide to the Market

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.

Aug 30, 201956 minEp. 3

A Guide To Retirement

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.

Aug 28, 201956 minEp. 1

What Will Your Retirement Identity Be?

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.

Aug 28, 201956 minEp. 2
Hosted on Transistor
For the best experience, listen in Metacast app for iOS or Android