Growing Your Wealth with Brian Evans

Landlord Exit Strategy - The Delaware Statutory Trust 11.03.2023 53:10 ↓

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. 

Do-It-Yourself Investing 10.03.2023 2:01 ↓

In this 2-minute episode Brian discusses the pitfalls of DIY investing.

Opportunity Zones 09.03.2023 2:01 ↓

In this 2-minute episode Brian discusses Opportunity zones and how they work. 

Required Minimum Distributions 08.03.2023 2:01 ↓

In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions. 

Madrona Financial Tool Box 07.03.2023 2:01 ↓

In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer. 

Active Landlord Exit Strategy 06.03.2023 2:01 ↓

In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes. 

Minimizing Income Tax 03.03.2023 2:01 ↓

In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement. 

Private Non-Traded Equity REITS 02.03.2023 2:02 ↓

In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio. 

Landlord Exit Strategy 01.03.2023 2:01 ↓

In this 2-minute episode Brian discusses the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy. 

Financial Lifestyle Planning 28.02.2023 2:01 ↓

In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement. 

Lazy Money 27.02.2023 2:01 ↓

In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments. 

401K, 403B 457, TSP - What's The Difference? 25.02.2023 52:52 ↓

In this episode Brian talks about the differences between a 401K, 403B, 457, and a TSP. He also talks about the purpose of money - what are you investing for. 

How Madrona Works With Your CPA 24.02.2023 2:01 ↓

In this 2-minute episode Brian discusses how Madrona works with your CPA. 

CPAs Can't Give Investment Advice 24.02.2023 2:01 ↓

In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice. 

When Is It Good To Pay More in Tax 22.02.2023 2:02 ↓

In this 2-minute episode Brian discusses when to pay more in income tax. 

Things Not Seen On A 401K 21.02.2023 2:01 ↓

In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see. 

Having A CPA and a Financial Advisor Working Together 20.02.2023 2:01 ↓

In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together. 

Sources Of Income In Retirement 20.02.2023 52:48 ↓

In this episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your portfolio. 

Donating RMDs to Charity 17.02.2023 2:01 ↓

In this 2- minute episode Brian talks about donating your RMDs directly to charity. 

Roth 401K 16.02.2023 2:02 ↓

In this 2- minute episode Brian talks about the ROTH 401K and tax advantages. 

Alternative Assets 13.02.2023 2:01 ↓

In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets. 

Protected Assets 13.02.2023 2:01 ↓

In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments. 

Risk Assetts 13.02.2023 2:01 ↓

In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments. 

What Will Your Legacy Be? 13.02.2023 52:43 ↓

In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement. 

Why You Should NOT Be In The Zero Tax Bracket 04.02.2023 30:57 ↓

In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities.