Filter by:

How the Coronavirus Could Affect Your Investments

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Coronavirus and if you should be concerned about it affecting your portfolio.

Implications of the 2020 Presidential Elections on Investments.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the potential implications on investments that the 2020 presidential election might have. Brian also discusses how risk tolerance should factor into making investment decisions. Brian also talks about how your rental cash flow might not be what you think.

Investment Portfolio Options Most Vulnerable to a Market Correction.

In this episode of Growing Your Wealth with Brian Evans, Brian weighs in on the idea that our rapidly advancing technology will result in another recession. Brian also talks about the investment portfolio options that are most vulnerable during a market correction. Brian also invites all CPA's to contact Madrona Financial Services with their clients investment questions to bring the most value to their clients.

Could Low Interest Rates Be Bad for Investing?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the Delaware Statutory Trust and how to utilize the step-up in basis. Brian also talks about the low interest rates available on the market and why they might not be a good thing for investors. Brian also talks about how Madrona Financial Services and Bauer Evans CPA's work together to benefit their clients.

How the SECURE Act May Affect Your Retirement.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the SECURE Act and how it could affect your retirement. Brian also gives his insights onto why he think we will not have a recession in 2020 and how to capitalize on the situation.

Will the Strong Market Continue in the New Year?

In this episode of Growing Your Wealth with Brian Evans, Brian shares his thoughts on why the strong market will continue through 2020. Brian also discusses the importance of stress-testing portfolios and why Madrona Financial Services always implements this defense.

Tax-Free Investment Strategies.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and strategies to maximize the amount of money you keep. Brian also talks about investment options that could eliminate your taxes in retirement. He also discusses the benefits where a Roth IRA could be beneficial and when to consider a Roth conversion.