# Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement

Page: https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146/episode-40-lifestyle-focused-wealth-planning-for-meaningful-retirement
Text version: https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146/episode-40-lifestyle-focused-wealth-planning-for-meaningful-retirement.md
Podcast: [Jet Setting Wealth Advisory](https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146)
Published: 2025-12-16T05:00:00+00:00
Episode link: https://traffic.megaphone.fm/CSN3663751605.mp3
Audio file: https://traffic.megaphone.fm/CSN3663751605.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jet-setting-wealth-advisory-6995146/episodes/episode-40-lifestyle-focused-wealth-planning-for-meaningful-retirement
Duration seconds: 2443

## Resource

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

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## Transcript

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