Τα καλύτερα Brian Evans podcast (2024)

1
Breaking Down Income Streams And Taxes In Retirment 52:46

2d ago52:46

52:46

In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates.Από τον Madrona Financial Services

1
The Purpose Of Investment Portfolio Diversification 52:16

9d ago52:16

52:16

In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.Από τον Madrona Financial Services

1
How To Prepare For A Market Crash 49:49

16d ago49:49

49:49

In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.Από τον Madrona Financial Services

1
The Retirement Prep Checklist - What To Do As You Get Closer To Retirement, 52:50

1M ago52:50

52:50

In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, and Unintended tax consequences for those not paying attention.Από τον Madrona Financial Services

1
The Entrepreneur and Landlord Retirement Dilemma 52:58

1M ago52:58

52:58

In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.Από τον Madrona Financial Services

1
What Women Need To Know About Retirement 51:16

1M ago51:16

51:16

In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.Από τον Madrona Financial Services

1
What You Need To Know About The Financial Phases Of Retirement 52:28

2M ago52:28

52:28

In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.Από τον Madrona Financial Services

1
Tax Planning During Different Seasons Of Life 52:50

2M ago52:50

52:50

In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.Από τον Madrona Financial Services

1
How The Private Markets Can Play An Important Role In Your Portfolio 52:46

2M ago52:46

52:46

In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs.Από τον Madrona Financial Services

1
Income Sources The IRS Does Not Tax 52:45

2M ago52:45

52:45

In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.Από τον Madrona Financial Services

1
5 Good Strategies That Many People Implement Incorrectly 52:44

3M ago52:44

52:44

In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.Από τον Madrona Financial Services

1
Dividend Investments - Are They All They're Cracked Up To Be? 52:46

3M ago52:46

52:46

In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of.Από τον Madrona Financial Services

1
Prioritizing Your Wealth 2:01

3M ago2:01

2:01

I this episode Brian discusses prioritizing your wealth.Από τον Madrona Financial Services

1
Maintaining Principal Balance In Retirement 2:02

3M ago2:02

2:02

In this episode Brian discusses Maintaining Principal Balance In Retirement.Από τον Madrona Financial Services

1
Long Term Care Insurance 2:01

3M ago2:01

2:01

In this episode Brian discusses long term care insurance policies.Από τον Madrona Financial Services

1
The 1035 Exchange - Exchanging One Insurance Product For Another 2:02

3M ago2:02

2:02

In this episode Brian discusses the 1035 Exchange.Από τον Madrona Financial Services

1
5 Financial To- Do's Before You Retire 51:46

3M ago51:46

51:46

In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio.Από τον Madrona Financial Services

1
Cash Flow or Income - Which Is More Important? 52:57

3M ago52:57

52:57

In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.Από τον Madrona Financial Services

1
How Much Do You Need To Have Saved To Retire? 52:50

4M ago52:50

52:50

In this episode Brian discusses How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes, and strategies to pass your assets to those you love while you are alive.Από τον Madrona Financial Services

1
How To Structure Income In Retirement 52:49

4M ago52:49

52:49

In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA.Από τον Madrona Financial Services

1
Catch 22 Mistakes You May Make In Retirement 52:49

4M ago52:49

52:49

In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.Από τον Madrona Financial Services

1
Are You Ready For The Trump Tax Cuts To Expire? 51:13

4M ago51:13

51:13

In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations.Από τον Madrona Financial Services

1
Seven Mistakes Landlords Make When It Comes To Their Portfolio 51:54

5M ago51:54

51:54

In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio.Από τον Madrona Financial Services

1
Mentoring With Wisdom 2:02

5M ago2:02

2:02

In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.Από τον Madrona Financial Services

1
A Place For All Assets 2:01

5M ago2:01

2:01

In this 2-minute episode, Brian discusses that there's a place for all different asset classes.Από τον Madrona Financial Services

1
Tax Efficient Investment Strategies 2:01

5M ago2:01

2:01

In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.Από τον Madrona Financial Services

1
Older You Talking To Younger You 2:01

5M ago2:01

2:01

In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity.Από τον Madrona Financial Services

1
Listen To Your Inner Voice 2:01

5M ago2:01

2:01

In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true.Από τον Madrona Financial Services

1
Luck and Losses - An Overview On Emotional Investing 52:49

5M ago52:49

52:49

In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.Από τον Madrona Financial Services

1
The Perfect Portfolio 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses the perfect portfolio.Από τον Madrona Financial Services

1
Minimizing Income Tax 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses strategies to minimize your federal income tax.Από τον Madrona Financial Services

1
DIY Investing 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses why DIY investing may not yield the best results.Από τον Madrona Financial Services

1
CPA's Can't Give Investment Advice 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses why CPAs can't give investment advice.Από τον Madrona Financial Services

1
You Can't Take It With You 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses estate planning.Από τον Madrona Financial Services

1
Conversations To Have With Your Loved Ones 52:57

5M ago52:57

52:57

In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know.Από τον Madrona Financial Services

1
Portfolio Diversification 2:00

5M ago2:00

2:00

In this 2-minute episode Brian discusses diversification in your portfolio.Από τον Madrona Financial Services

1
Know What Your Invested In 2:00

5M ago2:00

2:00

In this 2-minute episode Brian discusses knowing the areas your invested in.Από τον Madrona Financial Services

1
Income Distribution Strategies 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses strategies for income distribution.Από τον Madrona Financial Services

1
Annuity Crediting Strategies Part 2 2:00

5M ago2:00

2:00

In this 2-minute episode Brian continues his discussion on annuity crediting strategies.Από τον Madrona Financial Services

1
Annuity Crediting Strategies 2:01

5M ago2:01

2:01

In this 2-minute episode Brian discusses annuity crediting strategies.Από τον Madrona Financial Services

1
Common Retirement Regrets 52:54

5M ago52:54

52:54

I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. AlsoΑπό τον Madrona Financial Services

1
Estate Planning 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses the details of estate planning.Από τον Madrona Financial Services

1
Diversification Of Your Portfolio 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio.Από τον Madrona Financial Services

1
Tax According To Source Of Income 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses how different sources of income are taxed.Από τον Madrona Financial Services

1
Cash Flow In Retirement 2:02

6M ago2:02

2:02

In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement.Από τον Madrona Financial Services

1
The 1040 Treasure Hunt 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.Από τον Madrona Financial Services

1
Life Insurance On Both Spouses 2:02

6M ago2:02

2:02

In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses.Από τον Madrona Financial Services

1
When To Pay Taxes 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit.Από τον Madrona Financial Services

1
Things Not Seen On A Tax Return 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches.Από τον Madrona Financial Services

1
Lazy Money 2:01

6M ago2:01

2:01

In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you.Από τον Madrona Financial Services

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