Displaying episodes 31 - 60 of 69 in total

Should You Adjust Your Investment Expectations Because of COVID-19?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19's impact on the economy compares to previous recessions and how you should set your expectations for your investments.

How You Should Choose Your Financial Advisor for Retirement.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about companies asking their employees to take voluntary layoffs and how it could affect your retirement.

How COVID-19 Forced Companies to Alter Their Business Model and What That Could Mean For Your Investments.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how companies have to adapt their business model to survive the COVID-19 pandemic. Brians also talks about the effect of the pandemic on corporations and their stocks.

How Quickly Could the Economy Recover From COVID-19?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how Madrona has adapted to the new business environment to better serve its clients. Brian also talks about how long it could take for the economy and market to recover from the COVID-19 pandemic.

When You Have To and When You Should File a Tax Return.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about he and his clients are getting business done while working remote and how it has benefited Madrona's clients. Brian also talks about tax strategies about filing tax returns and how that could affect your COVID-19 stimulus check.

Could Annuities and Other Safe Investment Strategies Benefit Your Portfolio?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how he and his clients are coping with COVID-19. He also talks about types of annuities and other safe investment strategies that could benefit your portfolio.

The Black Swan Theory and What That Means for the Stock Market.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how his clients are coping with COVID-19. Brian also talks about how COVID-19 is a 'black swan event' and what that means going forward.

How the Bear Market May Affect Your Finances.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 may affect your finances during this bear market.

What Is an Annuity and How Could It Benefit My Portfolio?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the different types of annuities and how they could benefit your portfolio.

The Benefits of Passive Real Estate.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how investing in passive real estate may benefit your portfolio.

How COVID-19 May Continue to Affect the Economy.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the recent drop in the market due to the Coronavirus.

Tax Elimination Strategies in Retirement.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the tax implications of the 2020 elections. Brian talks about strategies that could eliminate some of your taxes in retirement for good.

How Coronavirus Affecting Overseas Manufacturing Could Affect Our Economy.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the persistence of the Coronavirus and its impact on overseas manufacturing and how that could affect our economy.

How the Coronavirus Has Affected the Market so Far?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about how COVID-19 has affected the stock market so far.

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.

How Can Landlords Protect Themselves?

In this episode of Growing Your Wealth with Brian Evans, Brian new proposals from the Seattle City Council that could impact landlords. This new proposal from the Seattle City Council would prevent landlords from evicting tenants during certain times of the year. Brian gives his thoughts on this and things landlords can do to protect themselves.

2019 Market Analysis and What to Expect for the Upcoming Year.

In this episode of Growing Your Wealth with Brian Evans, Brian reviews the 2019 market performance. Brian also gives his insights on what to expect over the upcoming year and advice for the future. He also discusses inheritance tax, gift tax, and step-up in basis and how to maximize your tax deferral. Finally, Brian elaborates on the history of the 1031 Exchange and DST's and the projection of their future.

Five Habits to Have to Keep Your Wealth.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about the fiscal fourth quarter and how to financial prepare for the new year. Brian also reveals five habits that keep his clients wealthy.

Safe Investment Alternatives to Bonds.

In this episode of Growing Your Wealth with Brian Evans, Brian talks about alternative options instead of investing in the biggest asset class in investing, bonds. Brian also talks about the advantages his clients receive because of working with a fiduciary financial advisor over a non-fiduciary.

Should You Defer Taxes on Your Retirement Accounts?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about if you should defer your taxes with the upcoming presidential election. Brian also talks tax strategies relating 401k accounts and if you should consider a Roth conversion. Brian also talks about how to pick annuities and what to look for.

How to Recession Proof Your Portfolio

In this episode of Growing Your Wealth with Brian Evans, Brian talks about strategies to consider during the fourth quarter of the year to prepare for 2020. Brian also talks about tactics to recession proof your retirement portfolio. Finally, Brian reveals five habits to retain your wealth.

How Do I Know Which Type of Annuity Suits Me Best?

In this episode of Growing Your Wealth with Brian Evans, Brian talks about things to look out for when shopping annuities and scenarios when they may be right for you. Brian also discusses retirement myths and how you can resolve them.

Why a Delaware Statutory Trust May Be Right for You

In this episode of Growing Your Wealth with Brian Evans, Brian talks about Delaware Statutory Trusts and scenarios where you might want to enter a DST. He also talks about what is considered a like-kind property in a Delaware Statutory Trust. Finally, Brian talks about the timeline that must be followed to enter a Delaware Statutory Trust.

Tax Strategies for Retirement to Protect Your Wealth

In this episode of Growing Your Wealth with Brian Evans, Brian talks about current tax brackets and if you should expect an increased tax rate in the future and strategies to protect your wealth. Brian also discussed tax strategies to potentially defer or eliminate taxes when you retire.