Growing Your Wealth with Brian Evans

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 how inflation factors into cash flow in retirement.

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 various ways to invest in real estate.

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 taxes owed according to the source of income.

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 7 possible sources of income in retirement.

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 alternatives to stocks, bonds, and CDs.

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 maximizing social security.

In this 2-Minute episode Brian discusses the effects of inflation in retirement.

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.