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.
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Episodes

Investing In Precious Metals

In this episode Brian discusses investing in precious metals from a historical perspective.

Jun 07, 20222 minEp. 141

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.

Jun 04, 202253 minEp. 139

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.

May 24, 202251 minEp. 133

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.

May 17, 202249 minEp. 132

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.

May 10, 202253 minEp. 131

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."

Apr 26, 202252 minEp. 129

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.

Apr 19, 202248 minEp. 128

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.

Mar 31, 202246 minEp. 127

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.

Mar 22, 202249 minEp. 126

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.

Mar 08, 202249 minEp. 125

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.

Mar 01, 202249 minEp. 124

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.

Mar 01, 202251 minEp. 123

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.

Mar 01, 202251 minEp. 122

Estate Planning

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

Mar 01, 202251 minEp. 121

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.

Jan 18, 202250 minEp. 119

All About Annuities

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.

Jan 12, 202249 minEp. 118

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.

Dec 31, 202152 minEp. 117

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.

Dec 21, 202150 minEp. 116

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.

Dec 15, 202152 minEp. 115

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.

Dec 15, 202147 minEp. 114

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

Nov 29, 202148 minEp. 113

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.

Nov 29, 202152 minEp. 112
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