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Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

693 episodes — Page 2 of 14

Ep 645KIRO Personal Finance Update - How To Get Stared On An Emergency Fund

In this episode Brian chats with Charlie about starting an emergency fund.

Jun 4, 20254 min

Ep 644Inflation, Income, And Strategies To Consider

In this episode Brian and Jeff discuss inflation, income, and strategies to consider, as well as 5 things to consider if you're 55 or older.

Jun 3, 202555 min

Ep 643KIRO Personal Finance Update - The Best Investment You Can Make

In this update Brian and KIRO's Charlie Harger discuss the best investment you can make - in yourself.

May 28, 20254 min

Ep 642Retirement Rules Often Taken Out Of Context

In this episode Brian and Jeff discuss retirement rules often taken out of context, and what retirees need to know about private markets.

May 28, 202555 min

Ep 641KIRO Personal Finance Update - Smart Moves For Grads and Parents

In this episode Brian and Charlie discuss smart move for grads and parents

May 22, 20254 min

Ep 640KIRO Personal Finance Update - Stock Market Volatility

In this week's episode Brian discusses stock market volatility with KIRO Radio's Charlie Harger.

May 19, 20254 min

Ep 639Money Conversations Women Can't Afford To Skip

In this episode Brian and Danielle Meister discuss money conversations that women can't afford to skip and an open Q&A segment for women on retirement.

May 19, 202551 min

Ep 638Four Tips On Maintaining Your Retirement Plan

In this episode Brian and Jeff discuss 4 tips on maintaining your retirement plan and the difference between estate planning, legacy planning and what an elder law attorney does.

May 12, 202555 min

Ep 6376 Calculations Many People Get Wrong

In this episode Brian and Jeff discuss 6 calculations many people get wrong and what to do with your 1040 form.

Apr 27, 202552 min

Ep 636Answering Your Listener Questions

In this episode Brian welcomes Danielle Meister from the Salt Lake City office to answer your listener questions.

Apr 21, 202552 min

Ep 6357 Common Missed Tax Planning Opportunities

In this episode Brian and Jeff discuss 7 common tax planning myths and 3 ways to generate income in retirement - which is right for you.

Apr 15, 202552 min

Ep 634The Tax Law Is Written In Pencil

In this episode Brian and Jeff discuss that the tax law is constantly changing and the risks associated with losing a spouse in retirement.

Apr 5, 202552 min

Ep 633Real Estate Investment Risks You May Not Know Exist

In this episode Brian and Jeff discuss real estate investment risks you may not know exist and mistakes people make with their 401Ks.

Mar 30, 202552 min

Ep 632Seven Signs Your Plan Or Portfolio Is Not Right For You

In this episode Brian and Jeff discuss seven signs your plan or portfolio is not right for you and what you need to know about Trump's tariff and trade wars.

Mar 22, 202552 min

Ep 631Why Your Taxes May Be Worse In Retirement And What To Do About It

In this episode Brian and Jeff discuss why your taxes may be worse in retirement and what to do about it. Also what a flat market cycle could mean for your retirement.

Mar 19, 202552 min

Ep 630Missed Tax Planning Opportunities

in this episode Brian and Jeff discuss 7 common tax planning missed opportunities and 3 ways to generate income in retirement.

Mar 13, 202555 min

Ep 629The Great Wealth Transfer

In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.

Mar 3, 202552 min

Ep 6287 Retirement Planning Myths Debunked and the 60/40 Stock Bond Split - Is It Still Relevant?

In this episode Brian and Jeff discuss 7 retirement myths and whether the 60/40 stock-bond split is still relevant.

Feb 24, 202553 min

Ep 627Financial Tasks To Complete At The Beginning And End Of Year.

In this episode Brian and Jeff discuss beginning and end of year financial tasks and how to plan your retirement if you want to retire early.

Feb 16, 202552 min

Ep 626Beginning of the Year Vs. End of the Year Financial Tasks.

In this episode Brian and Jeff discuss financial tasks to be take care of at the beginning of the year and end of the year. They also discuss how to plan for an early retirement.

Feb 11, 202552 min

Ep 625Investment Options You May Want But Can't Get On Your Own

In this episode brain and Jeff discuss investment options you may wabt but can't get on your won and how President Trump could affect you retirement.

Feb 3, 202552 min

Ep 6245 New Blind Spots Many Miss In Their Retirement Planning

In this episode Brian ad Jeff discuss 5 blind spots many miss i their retirement planning, and 3 problems landlords face when approaching retirement planning.

Jan 25, 202552 min

Ep 6237 Common Missed Tax Planning Opportunities

In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement.

Jan 20, 202553 min

Ep 6225 Retirement Myths That Could Hold You Back

In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work,

Jan 11, 202552 min

Ep 62110 Questions Your CPA Should be Asking You.

In this episode Brian and Jeff discuss why mortgage rates going up could be a red flag and 10 questions your CPA should be asking you.

Jan 9, 202552 min

Ep 620What To Look For When Your Taxes Are Filed / Financial New Years Resolutions

In this episode Brian and Jeff discuss what to look for when filing your taxes, the 1040 treasure hunt, and financial New Year's resolutions to consider.

Dec 28, 202452 min

Ep 619The 500th Show!

In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming.

Dec 21, 202452 min

Ep 618The Difference Between a Plan And A Complete Plan

In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make.

Dec 11, 202452 min

Ep 617Tax Changes That Could Happen In The Near Future

In this episode Brian and Jeff discuss possible tax changes in the bear future as a result of the Trump presidency. Also they discus the future of Social Security and Medicare.

Nov 26, 202452 min

Ep 616How The Trump 2.0 Presidency Could Affect Your Pocketbook

In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."

Nov 15, 202452 min

Ep 615The Ripple Effect When A Company Goes Under

In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case.

Nov 11, 202452 min

Ep 614Different Retirement Plans For Different Careers

In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.

Nov 4, 202452 min

Ep 613Tax And Inheritances Issues When You Oversimplify your Financial Plan

In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding.

Oct 28, 202452 min

Ep 6125 Things Brian Wishes People Understood About Taxes And Investments

In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments.

Oct 22, 202452 min

Ep 611What Happens When Your CPA And Advisor Don't Talk

In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments.

Oct 15, 202452 min

Ep 610We Answer Your Questions

In this episode Brian answers questions sent in by listeners.

Oct 5, 202452 min

Ep 609Your Questions Answered

In this episode Brian answers questions from listeners.

Sep 30, 202453 min

Ep 608What To Do If You Have An Annuity That Isn't Performing Well

In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed.

Sep 21, 202452 min

Ep 607Six Transitions In Retirement And How To Prepare For Them

In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now.

Sep 14, 202452 min

Ep 606What You Need To Know Before Your Spouse Passes

In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.

Sep 7, 202452 min

Ep 605Three Investment Myths That May Cost You Money

In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today.

Aug 31, 202452 min

Ep 604What To Do Now Before Interest Rates Start Dropping

In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions.

Aug 26, 202452 min

Ep 603How To Turn Your 401 K Into Retirement Income.

In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.

Aug 26, 202452 min

Ep 602Sell-Off On Wall Street - What Happened.

In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them.

Aug 10, 202451 min

Ep 601How To Turn Your 401K Into Retirement Income

In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans.

Aug 6, 202452 min

Ep 600What To Expect From A Comprehensive Financial Advisor

In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.

Jul 13, 202453 min

Ep 599How To Vet Your Investment Options Like A CPA

In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority.

Jul 6, 202452 min

Ep 5985 Ways To Prepare For A Recession

In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.

Jun 29, 202452 min

Ep 597What You Need To Know About Your Real Estate Portfilio

In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mistakes to avoid.

Jun 22, 202452 min

Ep 596Assumptions That Pre-Retirees Make That Could Hurt Them

In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them. Also, how to create one plan for mulriple market possibilities.

Jun 15, 202452 min