
Growing Your Wealth with Brian Evans
693 episodes — Page 3 of 14
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.
Ep 560You Can't Take It With You
In this 2-minute episode Brian discusses estate planning.
Ep 555Conversations To Have With Your Loved Ones
In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know.
Ep 559Portfolio Diversification
In this 2-minute episode Brian discusses diversification in your portfolio.
Ep 558Know What Your Invested In
In this 2-minute episode Brian discusses knowing the areas your invested in.
Ep 557Income Distribution Strategies
In this 2-minute episode Brian discusses strategies for income distribution.
Ep 556Annuity Crediting Strategies Part 2
In this 2-minute episode Brian continues his discussion on annuity crediting strategies.
Ep 554Annuity Crediting Strategies
In this 2-minute episode Brian discusses annuity crediting strategies.
Ep 553Common Retirement Regrets
I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also
Ep 552Estate Planning
In this 2-minute episode, Brian discusses the details of estate planning.
Ep 551Diversification Of Your Portfolio
In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio.
Ep 550Tax According To Source Of Income
In this 2-minute episode, Brian discusses how different sources of income are taxed.
Ep 549Cash Flow In Retirement
In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement.
Ep 548The 1040 Treasure Hunt
In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.
Ep 547Life Insurance On Both Spouses
In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses.
Ep 546When To Pay Taxes
In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit.