
Growing Your Wealth with Brian Evans
708 episodes — Page 13 of 15
Ep 108Investment Real Estate
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.
Ep 107Business Sale and Succession and Long Term Care
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.
Ep 106Annuities Explained
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.
Ep 105Income Taxes and How to Minimize Them
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.
Ep 104Is Your Portfolio Diversified Enough?
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.
Ep 103President Biden's Tax Proposals And Your Passing On Wealth
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.
Ep 102Madrona Financial's Evolution To Serving High Net Worth Clients
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.
Ep 101Current Events and Investment Real Estate
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.
Ep 100Review and Analysis Of The First Half Of The 2021 Market
In this episode Brian goes in depth in a discussion of the market for the first half of 2021.
Ep 99Economy Prognosis or The Remainder 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.
Ep 98Current Events And Your Money
In this episode Brian talks about current events, the energy sector, inflation, employment, bond yields, Seattle area home prices, and answers listener questions.
Ep 97Running Out Of Money In Retirement
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.
Ep 96Four Retirement Mistakes To Avoid
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.
Ep 95Rising Inflation And The Housing Market
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.
Ep 94Current Events And The Markets
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.
Ep 93State Of The Economy The Rest Of The Year
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.
Ep 92The State Of The Market
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.
Ep 91Shift In Policies From Trump To Biden Administration
Tax breaks on the chopping block, jobs, interest rates, inflation, and getting a personal financial plan.
Ep 90Analyzing the 2021 Stock Market's Performance.
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.
Ep 89How Can Taxes Affect Where You Live and Retire?
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.
Ep 88Should the Stock Market's Recent Performance Change Your 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.
Ep 87How to Manage Your Risk Levels for Your Investments.
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.
Ep 86How To Manage Your Emotions and Make Better Investments.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about how you can manage your emotions to make better investment decisions.
Ep 85How the Vaccine Could Help the Market and Your Investments.
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.
Ep 84Which Industries Are Thriving After the Pandemic and Why That Could Impact Your Investments.
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
Ep 83Has the Market Recovered From the Pandemic?
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.
Ep 82Why Does the DOW Keep Rising and What Could That Mean for Investors?
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?
Ep 81What Has COVID-19 Done to the Economy and Investments Over the Past Year?
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.
Ep 80Is the Market Overvalued at the Beginning of 2021?
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.
Ep 79Could Working Remotely Change Your Tax Strategy?
In this episode of Growing Your Wealth with Brian Evans, Brian talks about tax strategies and how working remote can change your strategy.
Ep 78What is the Madrona Bundle of Services and How Can They Help You?
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.
Ep 77How To Avoid Running Out of Money During Retirement.
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.
Ep 76Should the GameStop Stock Short-Selling Change Your Investment Strategy?
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.
Ep 75How the National Debt Could Affect Tax Plans and Investments.
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.
Ep 74The Nine Investment Pitfalls to Avoid.
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.
Ep 73What Services Does Madrona Financial Services Provide?
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.
Ep 72How Did the Pandemic Affect the Market Compared to Previous Recessions?
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.
Ep 71How the Pandemic Has Impacted Businesses and Could That Affect Your Investments?
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.
Ep 70Will the Market Return to Normal in 2021?
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.
Ep 69Could the Real Estate Market Be At Risk After COVID-19?
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.
Ep 68Tax Year-End Deadlines and Possible Strategies.
In this episode of Growing Your Wealth with Brian Evans, Brian talks about smart tax moves to make before the end of the year.
Ep 67How the Market Has Adapted This Year and What It Could Mean for the Future.
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.
Ep 66How To Leverage a Step-Up-In-Basis for Your Tax Strategy?
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.
Ep 65What Does the "Market" React To and How Could That Affect Your Decision Making?
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.
Ep 64How to Get the Financial Help You Need to Prepare Yourself for Retirement?
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.
Ep 63What Differentiates Madrona Financial Services from Other Financial Advisors?
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.
Ep 62How Can the 2020 Presidential Election Impact Your Retirement?
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.
Ep 61What does the Current Success of the Market Mean?
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.
Ep 60Analyzing Market Trends and Growth Projections for 2021.
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.
Ep 59Economic Projections for 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.