
Growing Your Wealth with Brian Evans
693 episodes — Page 11 of 14
Ep 193All About Annuities
In this episode Brian discusses understanding annuity fees, strategies of safe investments along side riskier ones, fixed index annuities, CDs, and money markets, and annuity payout options.
Ep 192Annuity Crediting Options
In this 2-minute episode Brian discusses the different ways your annuities can be credited.
Ep 191Business Structures
In this 2-minute episode Brian discusses the different structures you can use for your business.
Ep 190The Financial Toolbox
In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal.
Ep 189Market Sector Sizes
In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.
Ep 188Pension Decisions
In this episode Brian discusses the different ways to take a pension payout.
Ep 187Taxes
In this episode Brian discusses moving to a state that does not have a state tax, income tax deductions, credits and deferrals, along with why you may want to pay more in tax now, and ownership classifications of investment real estate.
Ep 186Proritizing Your Wealth
In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.
Ep 185Long Term Care Policies
In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.
Ep 184Should You Pay Off Your Mortgage
In this 2-minute episode, Brian discusses considerations of paying off your mortgage.
Ep 183Cash and Cash Equivalents
In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities.
Ep 182Adjusting Your Retirement Portfolio
In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio.
Ep 181Am I OK To Retire?
In this episode Brian discusses investment choices considering the down market, when you can retire, the emotional loss of retirement, and when it makes sense to get financial help.
Ep 179How To Handle Risk Tolerance Among Couples
In this episode Brian discusses handling risk tolerance when couples have different thresholds.
Ep 178What Investments Can Combat Inflation
In this episode Brian discusses investment that can combat inflation.
Ep 177Selling Your Principal Residence or Renting It Out
In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it.
Ep 176Pulling From Your Principal In Retirement or Passive Income
In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement.
Ep 175Maintaining The Balance Of Your Principal In Retirement
In this episode Brian discusses maintaining the balance of your principal in retirement.
Ep 180How Inflation Affects Different Investments
In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener questions.
Ep 174CPA Advice
In this episode Brian discusses the importance of having a CPA involved in your investment planning.
Ep 173Tax Free, Tax Deductions, Tax Deferrals and Tax Credits
In this episode Brian defines and explains different tax savings terms and what they mean.
Ep 172When Can You Retire?
In this episode Brian discusses an often asked question about retirement timing.
Ep 171Where You Should Pull Income From In Retirement
In this episode Brian discusses where you should pull income from in retirement and why.
Ep 170When Can I Roll Over My 401K?
In this episode Brian discusses what you can roll over your old 401K plan and why to do it.
Ep 169Understanding Alternative Investments
In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, and how you can tell if you have a good or bad annuity.
Ep 168Grow Your Wealth Without Risky Investments
In this episode Brian discusses how you can grow your wealth without investing in risky assets.
Ep 167Stock Market Investing
In this episode Brian discusses investing in the stock market and why it can be difficult.
Ep 166Required Minimum Distributions
In this episode Brian discusses required minimum distributions and tax consequences.
Ep 165What To Do With Excess Cash
In this episode Brian discusses what to do with excess cash right now.
Ep 164Dollar Cost Averaging
In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk.
Ep 163Understanding Alternative Investments
In this episode Brian discusses good alternative investments to combat inflation, how to tell if you have a good or bad annuity, other less risky investments besides bonds, and investment real estate.
Ep 162How To Build A Portfolio For Retirement While Combatting Inflation
In this episode Brain discusses what a retirement portfolio looks like, the principles of a portfolio, what causes inflation and how it affects the design of your portfolio, and planning your wealth so the odds are in your favor.
Ep 161The Importance of Investing Combined with CPA Advice
In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA.
Ep 160Adjusting Your Retirement Portfolio
In this episode Brian discusses when you should start adjusting your retirement portfolio.
Ep 15959 1/2 - An Important Age To Consider
In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments.
Ep 158Variable Annuities
In this episode Brian discusses the pros and cons of using variable annuities.
Ep 157Using Roth Accounts
In this episode Brian discusses a tax planning tip - using Roth accounts.
Ep 156Long Term Care Insurance Policies
In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.
Ep 155Small Business Structures
In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC.
Ep 154Alternative Investments
In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.
Ep 153When To Take Social Security
In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other.
Ep 152How Much Should I Contribute To My 401K
In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks.
Ep 151What Is A Retirement Plan
In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation to the distribution phase of life.
Ep 149Medicare Part B and Supplement Costs
In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does.
Ep 148The Seven Different Kinds of IRAs.
In this 2-minute show, Brian discusses the 7 different types of IRAs.
Ep 147Required Minimum Distributions
In this 2-minute show, Brian talks about RMDs and what they are.
Ep 146Passive Investing
In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons.
Ep 145Dollar Cost Averaging
In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy.
Ep 150Solving For Income
In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses, and generational income.
Ep 144Paying Tax on Your Social Security
In this episode Brian discusses taxation rates on social security payments.