Displaying episodes 1 - 30 of 111 in total

Charitable Gifting Strategies

In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship funds.

Social Security Basics and Estate Taxes

In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model.

Life Insurance Types and Uses

In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trusts (ILIT), and Premium Finance Life Insurance and who qualifies for it.

Investment 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.

Business 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.

Annuities 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.

Income 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.

Is 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.

President 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.

Madrona 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.

Current 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.

Review 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.

Economy 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.

Current 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.

Running 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.

Four 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.

Rising 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.

Current 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.

State 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.

The 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.

Shift In Policies From Trump To Biden Administration

Tax breaks on the chopping block, jobs, interest rates, inflation, and getting a personal financial plan.

Analyzing 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.

How 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.

Should 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.

How 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.

How 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.

How 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.

Which 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

Has 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.

Why 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?