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Growing Your Wealth with Brian Evans

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.

Aug 20, 202248 min

Ep 192Annuity Crediting Options

In this 2-minute episode Brian discusses the different ways your annuities can be credited.

Aug 19, 20222 min

Ep 191Business Structures

In this 2-minute episode Brian discusses the different structures you can use for your business.

Aug 18, 20222 min

Ep 190The Financial Toolbox

In this 2-minute episode Brian discusses the various tools Madrona Financial has at their disposal.

Aug 17, 20222 min

Ep 189Market Sector Sizes

In this 2-minute episode Brian discusses the respective sizes of the different sectors of the market.

Aug 16, 20222 min

Ep 188Pension Decisions

In this episode Brian discusses the different ways to take a pension payout.

Aug 15, 20222 min

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.

Aug 13, 202249 min

Ep 186Proritizing Your Wealth

In this 2-minute episode, Brian discusses prioritizing your wealth so it fulfills it's purpose.

Aug 12, 20222 min

Ep 185Long Term Care Policies

In this 2-minute episode, Brian discusses whether you should keep your long-term care policy.

Aug 11, 20222 min

Ep 184Should You Pay Off Your Mortgage

In this 2-minute episode, Brian discusses considerations of paying off your mortgage.

Aug 10, 20222 min

Ep 183Cash and Cash Equivalents

In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities.

Aug 9, 20222 min

Ep 182Adjusting Your Retirement Portfolio

In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio.

Aug 8, 20222 min

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.

Aug 6, 202252 min

Ep 179How To Handle Risk Tolerance Among Couples

In this episode Brian discusses handling risk tolerance when couples have different thresholds.

Aug 5, 20222 min

Ep 178What Investments Can Combat Inflation

In this episode Brian discusses investment that can combat inflation.

Aug 4, 20222 min

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.

Aug 3, 20222 min

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.

Aug 2, 20222 min

Ep 175Maintaining The Balance Of Your Principal In Retirement

In this episode Brian discusses maintaining the balance of your principal in retirement.

Aug 1, 20222 min

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.

Jul 23, 202250 min

Ep 174CPA Advice

In this episode Brian discusses the importance of having a CPA involved in your investment planning.

Jul 22, 20222 min

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.

Jul 21, 20222 min

Ep 172When Can You Retire?

In this episode Brian discusses an often asked question about retirement timing.

Jul 20, 20222 min

Ep 171Where You Should Pull Income From In Retirement

In this episode Brian discusses where you should pull income from in retirement and why.

Jul 19, 20222 min

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.

Jul 18, 20222 min

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.

Jul 16, 202253 min

Ep 168Grow Your Wealth Without Risky Investments

In this episode Brian discusses how you can grow your wealth without investing in risky assets.

Jul 15, 20222 min

Ep 167Stock Market Investing

In this episode Brian discusses investing in the stock market and why it can be difficult.

Jul 14, 20222 min

Ep 166Required Minimum Distributions

In this episode Brian discusses required minimum distributions and tax consequences.

Jul 13, 20222 min

Ep 165What To Do With Excess Cash

In this episode Brian discusses what to do with excess cash right now.

Jul 12, 20222 min

Ep 164Dollar Cost Averaging

In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk.

Jul 11, 20222 min

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.

Jul 9, 202251 min

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.

Jul 2, 202250 min

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.

Jul 1, 20222 min

Ep 160Adjusting Your Retirement Portfolio

In this episode Brian discusses when you should start adjusting your retirement portfolio.

Jun 30, 20222 min

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.

Jun 29, 20222 min

Ep 158Variable Annuities

In this episode Brian discusses the pros and cons of using variable annuities.

Jun 28, 20222 min

Ep 157Using Roth Accounts

In this episode Brian discusses a tax planning tip - using Roth accounts.

Jun 27, 20222 min

Ep 156Long Term Care Insurance Policies

In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.

Jun 24, 20222 min

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.

Jun 23, 20222 min

Ep 154Alternative Investments

In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.

Jun 22, 20222 min

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.

Jun 21, 20222 min

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.

Jun 20, 20222 min

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.

Jun 18, 202249 min

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.

Jun 17, 20222 min

Ep 148The Seven Different Kinds of IRAs.

In this 2-minute show, Brian discusses the 7 different types of IRAs.

Jun 16, 20222 min

Ep 147Required Minimum Distributions

In this 2-minute show, Brian talks about RMDs and what they are.

Jun 15, 20222 min

Ep 146Passive Investing

In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons.

Jun 14, 20222 min

Ep 145Dollar Cost Averaging

In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy.

Jun 13, 20222 min

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.

Jun 11, 202247 min

Ep 144Paying Tax on Your Social Security

In this episode Brian discusses taxation rates on social security payments.

Jun 10, 20222 min