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Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

693 episodes — Page 7 of 14

Ep 395Client Concerns - 401K Plans

In this 2-minute episode Brian discusses client's concerns about 401K Plans.

May 24, 20232 min

Ep 394Client Concerns - Diversification

In this 2-minute episode Brian discusses client's concerns about portfolio diversification.

May 23, 20232 min

Ep 393Client Concerns - Inflation

In this 2-minute episode Brian discusses client's concerns about inflation.

May 22, 20232 min

Ep 3923 Common Mistakes That Leave A Surviving Spouse In Trouble

In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare for potential healthcare costs to help ensure that one spouse doesn’t bankrupt the other spouse. Lastly, Brian discuses how to determine how much it costs to be you while implementing strategies to help you keep up with inflation.

May 20, 202351 min

Ep 391How To Retire from Being A Landlord

In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes.

May 19, 20232 min

Ep 390Portfolio Diversification

In this 2-minue episode Brian discusses what a truly diversified portfolio looks like.

May 18, 20232 min

Ep 389You Advisor and CPA Working Together

In this 2-minue episode Brian discusses how an advisor and your CPA can work together.

May 17, 20232 min

Ep 388Cash Flow In Retirement

In this 2-minue episode Brian discusses how to create cash flow in retirement.

May 16, 20232 min

Ep 387What the 1033 Exchange Is All About

In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster.

May 15, 20232 min

Ep 386What To Do With Your 401K and Charitable Gifting Strategies

In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind.

May 14, 202351 min

Ep 385Tax According To Source Of Income

In this episode Brian discusses the tax rate according to the source of the income.

May 12, 20232 min

Ep 384The 5 Components Of Any Investment

In this episode Brian discusses the 5 components of investments.

May 11, 20232 min

Ep 383The 1040 Treasure Hunt

In this episode Brian discusses how Madrona CPAs can see things on a 1040 tax form that other CPAs may miss.

May 10, 20232 min

Ep 382Madrona Can Collaborate With Your CPA

In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.

May 9, 20232 min

Ep 381Is A Million Dollars Enough For Retirement?

In this episode Brian discusses whether a million dollars is enough to retire comfortably.

May 8, 20232 min

Ep 380Taxes Going Up By 66% In 2031

In this episode Brian discusses the Congressional Business office saying that taxes will go up by 66% in 2031, and understanding RMDs and how they can push you into taxable situations that you may not want.

May 6, 202352 min

Ep 379Who Madrona Financial and CPAs Is Best Suited For

In this 2-minute episode Brian discusses the type of client that Madrona Financial and CPAs is best suited for.

May 5, 20232 min

Ep 378Taxes On The Sale Of Your Principal Residence

In this 2-minute episode Brian discusses potential taxes due on the sale of your principal residence.

May 4, 20232 min

Ep 377Tax Free Investing In Retirement

In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.

May 3, 20232 min

Ep 376Stock Market vs Economy

In this 2-minute episode Brian discusses the difference between the stock market and the economy.

May 2, 20232 min

Ep 375Real Estate Owner Exit Strategy

In this 2-minute episode Brian discusses how owners of investment real estate can avoid capital gains tax and own passive real estate using a Delaware Statutory Trust.

May 1, 20232 min

Ep 374Taxes and Your Retirement Plan

In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes.

Apr 29, 202352 min

Ep 373Financial Strategies and Solutions

In this episode Brian talks with Matt Beyer, one of the advisors at Madrona Financial about how he deals with the different aspects of client's plans.

Apr 28, 202353 min

Ep 372The Emotions Of Money

In this episode Brian talks with a psychologist, Dr. Richard Himmer about the human emotional aspect of dealing with money.

Apr 28, 202353 min

Ep 371JP Morgan 2nd Quarter Guide To The Markets

In this episode Brian interprets the data contained in the 2nd Quarter JP Morgan Guide To The Markets.

Apr 28, 202352 min

Ep 370Protected Assets

In this 2-minute episode Brian discusses protected assets.

Mar 31, 20232 min

Ep 368Tax Free Investing In Retirement

In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement.

Mar 29, 20232 min

Ep 367Lifestyle Investment Planning

In this 2-minute episode Brian discusses investment planning centered around your lifestyle.

Mar 28, 20232 min

Ep 366CPAs Can't Give Investment Advice

In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice.

Mar 27, 20232 min

Ep 369Life Insurance For Both Spouses

In this 2-minute episode Brian discusses why it's important to have life insurance on both spouses in marriage.

Mar 27, 20232 min

Ep 365Income Taxes

In this episode Brian discusses his childhood days deciding to be a CPA, whether you should striver to be in the zero tax bracket, opportunity zones, and income taxes in general.

Mar 26, 202355 min

Ep 364Dollar Cost Averaging

In this 2-minute episode Brian discusses dollar cost averaging.

Mar 24, 20232 min

Ep 363You Can't Take Your Wealth With You To The Grave

In this 2-minute episode Brian discusses how to create a plan o leave your money to those you want to receive it.

Mar 23, 20232 min

Ep 362Madrona Collaborates With Your CPA

In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use.

Mar 22, 20232 min

Ep 361Prioritizing Your Wealth

In this 2-minute episode Brian discusses how to prioritize your wealth.

Mar 21, 20232 min

Ep 360The Perfect Portfolio

In this 2-minute episode Brian discusses what the perfect portfolio would look like.

Mar 20, 20232 min

Ep 359Failure Of SBV Bank and President Biden's Tax Proposal

In this episode Brian discusses the failure of Silicon Valley Bank and President Biden's tax plan.

Mar 19, 202352 min

Ep 358The Effects of Politics on Your Porfolio

In this 2-minute episode, Brian discusses politics and your portfolio.

Mar 17, 20232 min

Ep 357Bond Yields

In this 2-minute episode, Brian discusses bond yields.

Mar 16, 20232 min

Ep 356Cash and Cash Equivalents

In this 2-minute episode, Brian discusses cash and cash equivalents.

Mar 15, 20232 min

Ep 355Tax Planning

In this 2-minute episode, Brian discusses planning for taxes.

Mar 14, 20232 min

Ep 354The Effects of Inflation on Your Portfilio

In this 2-minute episode, Brian discusses the effects of on-going inflation.

Mar 13, 20232 min

Ep 353Landlord Exit Strategy - The Delaware Statutory Trust

In this episode, Brian discusses an exit strategy for landlords called the Delaware Statutory Trust. Brian's guest id Kyle Williams, a qualified intermediary - a critical part of the DST process.

Mar 11, 202353 min

Ep 352Do-It-Yourself Investing

In this 2-minute episode Brian discusses the pitfalls of DIY investing.

Mar 10, 20232 min

Ep 351Opportunity Zones

In this 2-minute episode Brian discusses Opportunity zones and how they work.

Mar 9, 20232 min

Ep 350Required Minimum Distributions

In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions.

Mar 8, 20232 min

Ep 349Madrona Financial Tool Box

In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.

Mar 7, 20232 min

Ep 348Active Landlord Exit Strategy

In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes.

Mar 6, 20232 min

Ep 347Minimizing Income Tax

In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.

Mar 3, 20232 min

Ep 346Private Non-Traded Equity REITS

In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio.

Mar 2, 20232 min