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Growing Your Wealth with Brian Evans

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.

Jun 8, 202451 min

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.

Jun 1, 202452 min

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.

May 25, 202452 min

Ep 592The Purpose Of Investment Portfolio Diversification

In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.

May 18, 202452 min

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.

May 11, 202449 min

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.

Apr 27, 202452 min

Ep 589The Entrepreneur and Landlord Retirement Dilemma

In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.

Apr 20, 202452 min

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.

Apr 13, 202451 min

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.

Apr 6, 202452 min

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.

Apr 1, 202452 min

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.

Apr 1, 202452 min

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.

Mar 16, 202452 min

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.

Mar 9, 202452 min

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.

Mar 3, 202452 min

Ep 581Prioritizing Your Wealth

I this episode Brian discusses prioritizing your wealth.

Mar 1, 20242 min

Ep 580Maintaining Principal Balance In Retirement

In this episode Brian discusses Maintaining Principal Balance In Retirement.

Feb 28, 20242 min

Ep 579Long Term Care Insurance

In this episode Brian discusses long term care insurance policies.

Feb 27, 20242 min

Ep 578The 1035 Exchange - Exchanging One Insurance Product For Another

In this episode Brian discusses the 1035 Exchange.

Feb 26, 20242 min

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.

Feb 24, 202451 min

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.

Feb 17, 202452 min

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.

Feb 10, 202452 min

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.

Feb 3, 202452 min

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.

Jan 27, 202452 min

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.

Jan 20, 202451 min

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.

Jan 13, 202451 min

Ep 570Mentoring With Wisdom

In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.

Jan 12, 20242 min

Ep 569A Place For All Assets

In this 2-minute episode, Brian discusses that there's a place for all different asset classes.

Jan 11, 20242 min

Ep 568Tax Efficient Investment Strategies

In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.

Jan 10, 20242 min

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.

Jan 9, 20242 min

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.

Jan 8, 20242 min

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.

Jan 6, 202452 min

Ep 564The Perfect Portfolio

In this 2-minute episode Brian discusses the perfect portfolio.

Dec 30, 20232 min

Ep 563Minimizing Income Tax

In this 2-minute episode Brian discusses strategies to minimize your federal income tax.

Dec 28, 20232 min

Ep 562DIY Investing

In this 2-minute episode Brian discusses why DIY investing may not yield the best results.

Dec 28, 20232 min

Ep 561CPA's Can't Give Investment Advice

In this 2-minute episode Brian discusses why CPAs can't give investment advice.

Dec 26, 20232 min

Ep 560You Can't Take It With You

In this 2-minute episode Brian discusses estate planning.

Dec 25, 20232 min

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.

Dec 23, 202352 min

Ep 559Portfolio Diversification

In this 2-minute episode Brian discusses diversification in your portfolio.

Dec 22, 20232 min

Ep 558Know What Your Invested In

In this 2-minute episode Brian discusses knowing the areas your invested in.

Dec 21, 20232 min

Ep 557Income Distribution Strategies

In this 2-minute episode Brian discusses strategies for income distribution.

Dec 20, 20232 min

Ep 556Annuity Crediting Strategies Part 2

In this 2-minute episode Brian continues his discussion on annuity crediting strategies.

Dec 19, 20232 min

Ep 554Annuity Crediting Strategies

In this 2-minute episode Brian discusses annuity crediting strategies.

Dec 19, 20232 min

Ep 553Common Retirement Regrets

I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also

Dec 19, 202352 min

Ep 552Estate Planning

In this 2-minute episode, Brian discusses the details of estate planning.

Dec 8, 20232 min

Ep 551Diversification Of Your Portfolio

In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio.

Dec 7, 20232 min

Ep 550Tax According To Source Of Income

In this 2-minute episode, Brian discusses how different sources of income are taxed.

Dec 6, 20232 min

Ep 549Cash Flow In Retirement

In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement.

Dec 4, 20232 min

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.

Dec 4, 20232 min

Ep 547Life Insurance On Both Spouses

In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses.

Dec 1, 20232 min

Ep 546When To Pay Taxes

In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit.

Dec 1, 20232 min