
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.
Ep 394Client Concerns - Diversification
In this 2-minute episode Brian discusses client's concerns about portfolio diversification.
Ep 393Client Concerns - Inflation
In this 2-minute episode Brian discusses client's concerns about inflation.
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.
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.
Ep 390Portfolio Diversification
In this 2-minue episode Brian discusses what a truly diversified portfolio looks like.
Ep 389You Advisor and CPA Working Together
In this 2-minue episode Brian discusses how an advisor and your CPA can work together.
Ep 388Cash Flow In Retirement
In this 2-minue episode Brian discusses how to create cash flow in retirement.
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.
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.
Ep 385Tax According To Source Of Income
In this episode Brian discusses the tax rate according to the source of the income.
Ep 384The 5 Components Of Any Investment
In this episode Brian discusses the 5 components of investments.
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.
Ep 382Madrona Can Collaborate With Your CPA
In this episode Brian discusses how Madrona Financial can collaborate with other CPAs.
Ep 381Is A Million Dollars Enough For Retirement?
In this episode Brian discusses whether a million dollars is enough to retire comfortably.
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.
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.
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.
Ep 377Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax-free products in retirement.
Ep 376Stock Market vs Economy
In this 2-minute episode Brian discusses the difference between the stock market and the economy.
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.
Ep 374Taxes and Your Retirement Plan
In this episode Brian discusses one of the biggest expenses you'll have in retirement - taxes.
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.
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.
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.
Ep 370Protected Assets
In this 2-minute episode Brian discusses protected assets.
Ep 368Tax Free Investing In Retirement
In this 2-minute episode Brian discusses how to invest in tax free financial products in retirement.
Ep 367Lifestyle Investment Planning
In this 2-minute episode Brian discusses investment planning centered around your lifestyle.
Ep 366CPAs Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't and shouldn't give investment advice.
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.
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.
Ep 364Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging.
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.
Ep 362Madrona Collaborates With Your CPA
In this 2-minute episode Brian discusses how Madrona can collaborate with the CPA you already use.
Ep 361Prioritizing Your Wealth
In this 2-minute episode Brian discusses how to prioritize your wealth.
Ep 360The Perfect Portfolio
In this 2-minute episode Brian discusses what the perfect portfolio would look like.
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.
Ep 358The Effects of Politics on Your Porfolio
In this 2-minute episode, Brian discusses politics and your portfolio.
Ep 357Bond Yields
In this 2-minute episode, Brian discusses bond yields.
Ep 356Cash and Cash Equivalents
In this 2-minute episode, Brian discusses cash and cash equivalents.
Ep 355Tax Planning
In this 2-minute episode, Brian discusses planning for taxes.
Ep 354The Effects of Inflation on Your Portfilio
In this 2-minute episode, Brian discusses the effects of on-going inflation.
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.
Ep 352Do-It-Yourself Investing
In this 2-minute episode Brian discusses the pitfalls of DIY investing.
Ep 351Opportunity Zones
In this 2-minute episode Brian discusses Opportunity zones and how they work.
Ep 350Required Minimum Distributions
In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions.
Ep 349Madrona Financial Tool Box
In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.
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.
Ep 347Minimizing Income Tax
In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.
Ep 346Private Non-Traded Equity REITS
In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio.