พอดคาสท์ Brian Evans ชั้นนำ (2024)

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

18h 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.โดย Madrona Financial Services

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

8d 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.โดย Madrona Financial Services

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The Purpose Of Investment Portfolio Diversification 52:16

15d ago52:16

52:16

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

1
How To Prepare For A Market Crash 49:49

22d 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.โดย 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.โดย 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.โดย Madrona Financial Services

1
What Women Need To Know About Retirement 51:16

2M 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.โดย 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.โดย 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.โดย 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.โดย Madrona Financial Services

1
Income Sources The IRS Does Not Tax 52:45

3M 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.โดย 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.โดย 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.โดย Madrona Financial Services

1
Prioritizing Your Wealth 2:01

3M ago2:01

2:01

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

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

4M 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.โดย 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.โดย 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.โดย 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.โดย 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.โดย 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.โดย 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.โดย Madrona Financial Services

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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.โดย 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.โดย 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.โดย 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.โดย 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.โดย Madrona Financial Services

1
The Perfect Portfolio 2:01

5M ago2:01

2:01

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