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Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement
Design the life first—then build the money plan to match it.
In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder of Madrona Financial & CPAs, host of the long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares how he evolved from public accounting to leading a billion-dollar, fully integrated advisory firm—and why real retirement success starts with a lifestyle blueprint before portfolio tweaks. From unifying tax, estate, business, and investment decisions to demystifying Delaware Statutory Trusts (DSTs) for longtime landlords, Brian offers a clear, practical playbook for turning experience into lasting prosperity.
Key Takeaways:
→ Start with a lifestyle blueprint; back into assets, cash flow, and timelines.
→ Getting tax, estate, investment, and real estate voices in the same room
→ Consider 1031s into DSTs to keep income and time while deferring tax
→ Risk is felt more on the downside; calibrate portfolios to your true loss tolerance
→ Build the plan 5–10 years early, then reverse-engineer the path to your ideal next decade
More from Brian Evans and Madrona Financial & CPAs:
Website: madronafinancial.com
LinkedIn: linkedin.com/in/brianevanscpapfs
Facebook: facebook.com/MadronaFinancial
Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By David T. YuDesign the life first—then build the money plan to match it.
In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder of Madrona Financial & CPAs, host of the long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares how he evolved from public accounting to leading a billion-dollar, fully integrated advisory firm—and why real retirement success starts with a lifestyle blueprint before portfolio tweaks. From unifying tax, estate, business, and investment decisions to demystifying Delaware Statutory Trusts (DSTs) for longtime landlords, Brian offers a clear, practical playbook for turning experience into lasting prosperity.
Key Takeaways:
→ Start with a lifestyle blueprint; back into assets, cash flow, and timelines.
→ Getting tax, estate, investment, and real estate voices in the same room
→ Consider 1031s into DSTs to keep income and time while deferring tax
→ Risk is felt more on the downside; calibrate portfolios to your true loss tolerance
→ Build the plan 5–10 years early, then reverse-engineer the path to your ideal next decade
More from Brian Evans and Madrona Financial & CPAs:
Website: madronafinancial.com
LinkedIn: linkedin.com/in/brianevanscpapfs
Facebook: facebook.com/MadronaFinancial
Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions
Learn more about your ad choices. Visit megaphone.fm/adchoices