I migliori Brian Evans podcast (2024)

1
The Ripple Effect When A Company Goes Under 52:49

14h ago52:49

52:49

In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case.Di Madrona Financial Services

1
Different Retirement Plans For Different Careers 52:49

7d ago52:49

52:49

In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.Di Madrona Financial Services

1
Tax And Inheritances Issues When You Oversimplify your Financial Plan 52:49

15d ago52:49

52:49

In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding.Di Madrona Financial Services

1
5 Things Brian Wishes People Understood About Taxes And Investments 52:55

21d ago52:55

52:55

In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments.Di Madrona Financial Services

1
What Happens When Your CPA And Advisor Don't Talk 52:51

28d ago52:51

52:51

In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments.Di Madrona Financial Services

1
We Answer Your Questions 52:49

1M ago52:49

52:49

In this episode Brian answers questions sent in by listeners.Di Madrona Financial Services

1
Your Questions Answered 53:08

1M ago53:08

53:08

In this episode Brian answers questions from listeners.Di Madrona Financial Services

1
What To Do If You Have An Annuity That Isn't Performing Well 52:27

2M ago52:27

52:27

In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed.Di Madrona Financial Services

1
Six Transitions In Retirement And How To Prepare For Them 52:44

2M ago52:44

52:44

In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now.Di Madrona Financial Services

1
What You Need To Know Before Your Spouse Passes 52:51

2M ago52:51

52:51

In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.Di Madrona Financial Services

1
Three Investment Myths That May Cost You Money 52:49

2M ago52:49

52:49

In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today.Di Madrona Financial Services

1
What To Do Now Before Interest Rates Start Dropping 52:48

3M ago52:48

52:48

In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions.Di Madrona Financial Services

1
How To Turn Your 401 K Into Retirement Income. 52:50

3M ago52:50

52:50

In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.Di Madrona Financial Services

1
Sell-Off On Wall Street - What Happened. 51:52

3M ago51:52

51:52

In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them.Di Madrona Financial Services

1
How To Turn Your 401K Into Retirement Income 52:50

3M ago52:50

52:50

In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans.Di Madrona Financial Services

1
What To Expect From A Comprehensive Financial Advisor 53:06

4M ago53:06

53:06

In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.Di Madrona Financial Services

1
How To Vet Your Investment Options Like A CPA 52:46

4M ago52:46

52:46

In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority.Di Madrona Financial Services

1
5 Ways To Prepare For A Recession 52:54

5M ago52:54

52:54

In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.Di Madrona Financial Services

1
What You Need To Know About Your Real Estate Portfilio 52:46

5M ago52:46

52:46

In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid.Di Madrona Financial Services

1
Assumptions That Pre-Retirees Make That Could Hurt Them 52:47

5M ago52:47

52:47

In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them. Also, how to create one plan for mulriple market possibilities.Di Madrona Financial Services

1
Business Succession Strategies 51:57

5M ago51:57

51:57

In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.Di Madrona Financial Services

1
How Small Decisions Can Make A Big Difference In Retirement Planning. 52:46

5M ago52:46

52:46

In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded.Di Madrona Financial Services

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

6M 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.Di Madrona Financial Services

1
The Purpose Of Investment Portfolio Diversification 52:16

6M ago52:16

52:16

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

1
How To Prepare For A Market Crash 49:49

6M 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.Di Madrona Financial Services

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

7M 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.Di Madrona Financial Services

1
The Entrepreneur and Landlord Retirement Dilemma 52:58

7M ago52:58

52:58

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

1
What Women Need To Know About Retirement 51:16

7M 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.Di Madrona Financial Services

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

7M 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.Di Madrona Financial Services

1
Tax Planning During Different Seasons Of Life 52:50

7M 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.Di Madrona Financial Services

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

7M 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.Di Madrona Financial Services

1
Income Sources The IRS Does Not Tax 52:45

8M 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.Di Madrona Financial Services

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

8M 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.Di Madrona Financial Services

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

8M 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.Di Madrona Financial Services

1
Prioritizing Your Wealth 2:01

9M ago2:01

2:01

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

1
Maintaining Principal Balance In Retirement 2:02

9M ago2:02

2:02

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

1
Long Term Care Insurance 2:01

9M ago2:01

2:01

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

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

9M ago2:02

2:02

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

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

9M 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.Di Madrona Financial Services

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

9M 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.Di Madrona Financial Services

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

9M 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.Di Madrona Financial Services

1
How To Structure Income In Retirement 52:49

9M 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.Di Madrona Financial Services

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

10M ago52:49

52:49

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

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

10M 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.Di Madrona Financial Services

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

10M 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.Di Madrona Financial Services

1
Mentoring With Wisdom 2:02

10M ago2:02

2:02

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

1
A Place For All Assets 2:01

10M ago2:01

2:01

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

1
Tax Efficient Investment Strategies 2:01

10M ago2:01

2:01

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

1
Older You Talking To Younger You 2:01

10M 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.Di Madrona Financial Services

1
Listen To Your Inner Voice 2:01

10M 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.Di Madrona Financial Services

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Podcast di Brian Evans

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