Growing Your Wealth with Brian Evans

In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots.

In this 2-minute episode, Brian discusses required minimum distributions from your portfolio.

In this 2-minute episode, Brian discusses how to minimize income tax liability.

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

In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used.

In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA.

In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance.

In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio.

In this 2-minure episode Brian discusses how you can be missing out by being too conservative with your investments..

In this 2-minure episode Brian discusses why you should have life insurance on both spouses.

In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life.

In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool.

In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.

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

In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents.

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

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

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

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.

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

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

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

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

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.

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

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

In this episode Brian discusses the 5 components of investments.

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

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

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

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.

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

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

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

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

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.

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

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.

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

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

In this 2-minute episode Brian discusses protected assets.

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

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

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

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

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.

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

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

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

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