
Growing Your Wealth with Brian Evans
708 episodes — Page 3 of 15
Ep 610We Answer Your Questions
In this episode Brian answers questions sent in by listeners.
Ep 609Your Questions Answered
In this episode Brian answers questions from listeners.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Ep 595Business Succession Strategies
In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.
Ep 594How Small Decisions Can Make A Big Difference In Retirement Planning.
In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded.
Ep 593Breaking Down Income Streams And Taxes In Retirment
In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates.
Ep 592The Purpose Of Investment Portfolio Diversification
In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.
Ep 591How To Prepare For A Market Crash
In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.
Ep 590The Retirement Prep Checklist - What To Do As You Get Closer To Retirement,
In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, and Unintended tax consequences for those not paying attention.
Ep 589The Entrepreneur and Landlord Retirement Dilemma
In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.
Ep 588What Women Need To Know About Retirement
In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.
Ep 587What You Need To Know About The Financial Phases Of Retirement
In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.
Ep 586Tax Planning During Different Seasons Of Life
In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.
Ep 585How The Private Markets Can Play An Important Role In Your Portfolio
In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs.
Ep 584Income Sources The IRS Does Not Tax
In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.
Ep 5835 Good Strategies That Many People Implement Incorrectly
In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.
Ep 582Dividend Investments - Are They All They're Cracked Up To Be?
In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of.
Ep 581Prioritizing Your Wealth
I this episode Brian discusses prioritizing your wealth.
Ep 580Maintaining Principal Balance In Retirement
In this episode Brian discusses Maintaining Principal Balance In Retirement.
Ep 579Long Term Care Insurance
In this episode Brian discusses long term care insurance policies.
Ep 578The 1035 Exchange - Exchanging One Insurance Product For Another
In this episode Brian discusses the 1035 Exchange.
Ep 5775 Financial To- Do's Before You Retire
In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio.
Ep 576Cash Flow or Income - Which Is More Important?
In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.
Ep 575How Much Do You Need To Have Saved To Retire?
In this episode Brian discusses How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,and strategies to pass your assets to those you love while you are alive.
Ep 574How To Structure Income In Retirement
In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA.
Ep 573Catch 22 Mistakes You May Make In Retirement
In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.
Ep 572Are You Ready For The Trump Tax Cuts To Expire?
In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations.
Ep 571Seven Mistakes Landlords Make When It Comes To Their Portfolio
In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio.
Ep 570Mentoring With Wisdom
In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.
Ep 569A Place For All Assets
In this 2-minute episode, Brian discusses that there's a place for all different asset classes.
Ep 568Tax Efficient Investment Strategies
In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.
Ep 567Older You Talking To Younger You
In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity.
Ep 566Listen To Your Inner Voice
In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true.
Ep 565Luck and Losses - An Overview On Emotional Investing
In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.
Ep 564The Perfect Portfolio
In this 2-minute episode Brian discusses the perfect portfolio.
Ep 563Minimizing Income Tax
In this 2-minute episode Brian discusses strategies to minimize your federal income tax.
Ep 562DIY Investing
In this 2-minute episode Brian discusses why DIY investing may not yield the best results.
Ep 561CPA's Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't give investment advice.