PLAY PODCASTS
Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

715 episodes — Page 2 of 15

Ep 667Growing HER Wealth

In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.

Oct 20, 202552 min

Ep 666Tax Traps Found In Your Cash Flow

In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.

Oct 14, 202555 min

Ep 665Why You Need Tax Advice With Investment Advice

In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know.

Oct 4, 202552 min

Ep 664Conflicts Of Interest That You Need To Know About

In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true.

Sep 29, 202552 min

Ep 663How To Get Out Of Problematic Tax Situations With Your Investments

In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich.

Sep 23, 202552 min

Ep 662Planning For The Non-Financial Side Of Retirement

In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to talk about the non-financial side of retirement.

Sep 23, 202551 min

Ep 661What Tax Planning and Tax Minimization Really Mean

In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning.

Sep 6, 202552 min

Ep 660What To Do If AI Is A Bubble And It Bursts

In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money.

Aug 30, 202552 min

Ep 659When Do Certain Investment Make Sense, And When to Stay Away.

In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan to retire.

Aug 26, 202552 min

Ep 658Six Tax Myths That Could Cost You Big Time

In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire.

Aug 16, 202554 min

Ep 657What You Need To Know About Your 401K

In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.

Aug 13, 202554 min

Ep 656The Big Market Warning For Retirees

In this episode Brian and Jeff discuss a big market warning for retirees and how the real estate market is evolving for landlords.

Aug 7, 202552 min

Ep 655What Retirees Need To Know Abou The One Big Beautiful Bill

In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees.

Jul 31, 202552 min

Ep 654Uncommon Ways To Structure Income In Retirement

In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire.

Jul 24, 202555 min

Ep 6537 Retirement Planning Myths Debunked

In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today.

Jul 16, 202555 min

Ep 652How To Prepare For A Possible Recession Or Depession

In this episode Brian and Jeff discuss how to prepare for a possible recession or recession and the hidden costs of early retirement.

Jul 7, 202552 min

Ep 651Hidden Costs In Retirement and Risks in AI Generated Retirement Plans.

In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans.

Jul 2, 202552 min

Ep 650KIRO Personal Finance Update - Protecting Parents Against Scams

In this episode Charlie and Brian discuss parents against scams.

Jun 25, 20253 min

Ep 649When Seeking Safety Is Actually Risky

In this episode Brian and Jeff discuss when seeking safety is actually risky, and how to plan for guilt-free spending in retirement.

Jun 23, 202552 min

Ep 648KIRO Personal Finance Update - The Best Investment Advice

In this episode Brian and Charlie discuss the best investment you can make - in yourself.

Jun 18, 20254 min

Ep 647Withdrawal Strategies To consider In Retirement

In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years of retirement.

Jun 18, 202555 min

Ep 646Different Withdrawal Strategies To Consider In Retirement

In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years in retirement.

Jun 10, 202554 min

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