Growing Your Wealth with Brian Evans

In this episode Brian discusses the pros and cons of using variable annuities.

In this episode Brian discusses a tax planning tip - using Roth accounts.

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-minute show, Brian discusses the 7 different types of IRAs.

In this 2-minute show, Brian talks about RMDs and what they are.

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 taxation rates on social security payments.

In this episode Brian discusses what a REIT is and the two different types.

In this episode Brian discusses prioritizing your wealth so it fulfills it's purpose.

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 capital gains taxes and how much you would pay.

In this episode Brian discusses what you should look at on your IRS form 1040 and adjust.

In this episode Brian discusses money markets, CDs, and fixed annuities.

In this episode Brian explains bonds and why they lose money when interest rates rise.

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.