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Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

693 episodes — Page 4 of 14

Ep 545Things Not Seen On A Tax Return

In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches.

Nov 30, 20232 min

Ep 544Lazy Money

In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you.

Nov 28, 20232 min

Ep 543Is It A Good Time To Pay More In Tax?

In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.

Nov 27, 20232 min

Ep 542How Much Risk Is In Your Investments

In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans.

Nov 25, 202352 min

Ep 541Tax Free Investing In Retirement

In this 2-minute episode Brian discusses tax-free investing in retirement.

Nov 24, 20232 min

Ep 540Sources of Investment Advice

In this 2-minute episode Brian discusses sources of investment advice.

Nov 23, 20232 min

Ep 539Non Taxable Income

In this 2-minute episode Brian discusses income that is not subject to income tax.

Nov 22, 20232 min

Ep 538The Challenges of Retiring Early

In this 2-minute episode Brian discusses things you need to consider of you plan to retire early.

Nov 21, 20232 min

Ep 53730 Important Decisions

In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life.

Nov 20, 20232 min

Ep 536The Truth Behind The Headlines and Increasing The Value Of Your Business.

In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it.

Nov 18, 202352 min

Ep 535Staying Invested In A Down Market

In this 2-minute episode, Brian discusses the importance of staying invested in a down market.

Nov 18, 20232 min

Ep 534Where To Pull Income From In Retirement

In this 2-minute episode, Brian discusses where you should take income from in retirement.

Nov 16, 20232 min

Ep 533Passive Investing

In this 2-minute episode, Brian discusses passive investments.

Nov 15, 20232 min

Ep 532Gifting to Children

In this 2-minute episode, Brian discusses what you need to know about gifting to children.

Nov 14, 20232 min

Ep 531Dollar Cost Averaging

In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk.

Nov 13, 20232 min

Ep 530The Good, The Bad, And The Ugly of Life Insurance

In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks.

Nov 13, 202351 min

Ep 529Things Not Seen On A Tax Return

In this 2-minute episode, Brian discusses things not seen on a tax return.

Nov 10, 20232 min

Ep 528Do You Really Need A Financial Planner?

In this 2-minute episode, Brian discusses whether you really need a financial planner.

Nov 9, 20232 min

Ep 527Lifestyle Planning

In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement.

Nov 8, 20232 min

Ep 526Where Your 401K Is Held

In this 2-minute episode, Brian discusses where your 401K is held.

Nov 7, 20232 min

Ep 525Estate Planning

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

Nov 6, 20232 min

Ep 524How Would A CPA Suggest You Take Income In Retirement

I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in your income plan.

Nov 6, 202351 min

Ep 523Tax Free Investing In Retirement

In this episode Brian discusses tax-free retirement investments.

Nov 3, 20232 min

Ep 522The Perfect Portfolio

In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future.

Nov 2, 20232 min

Ep 521Outside The Box Investments

In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio.

Nov 1, 20232 min

Ep 520Fixed Index Annuities

In this episode Brian discusses fixed index annuities and how they are used.

Oct 31, 20232 min

Ep 519You Can't It With You

In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement.

Oct 30, 20232 min

Ep 518End Of Year Tax Planning Checklist

In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist.

Oct 29, 202351 min

Ep 517Required Minimum Distributions

In this 2-minute episode Brian discusses required minimum distributions, or RMDs.

Oct 27, 20232 min

Ep 516Private Non-Traded Equity REITS

In this episode Brian discusses private non-traded equity REITS.

Oct 26, 20232 min

Ep 515Risk Tolerance

In this 2-minute episode Brian discusses risk tolerance.

Oct 25, 20232 min

Ep 514The Strategy Of Safe Investments

In this 2-minute episode Brian discusses the strategy behind safe investments.

Oct 24, 20232 min

Ep 513When To Pay Taxes

In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.

Oct 23, 20232 min

Ep 512THE END OF YEAR TAX PLANNNING CHECKLIST

In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist.

Oct 23, 202351 min

Ep 511Revocable Living Trust

In this 2-minute episode Brian discusses what a revocable living trust is and how it's used.

Oct 20, 20232 min

Ep 510Should You Pay Off Your Mortgage

In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage.

Oct 19, 20232 min

Ep 509Charitable Gifting Plan

In this 2-minute episode Brian discusses having a plan for charitable gifting.

Oct 18, 20232 min

Ep 508Your Financial Plan And Legacy

In this 2-minute episode Brian discusses including your legacy into your financial plan.

Oct 17, 20232 min

Ep 507Is Your CPA Giving You Investment Advice?

In this 2-minute episode Brian discusses why CPAs should not give investment advice.

Oct 16, 20232 min

Ep 5065 Strategies If We Enter Into A Recession

In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio.

Oct 15, 202351 min

Ep 505Required Minimum Distributions

In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions.

Oct 13, 20232 min

Ep 504Pension Decisions

In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity.

Oct 12, 20232 min

Ep 503The Meaning of Fiduciary

In this 2-minute episode Brian discusses the true meaning of being held to the fiduciary standard.

Oct 11, 20232 min

Ep 502The Financial Toolbox

In this 2-minute episode Brian discusses the different tools in the Madrona financial toolbox that other advisors may not have.

Oct 10, 20232 min

Ep 501Business Structures

In this 2-minute episode Brian discusses the different business structures you could use with your business.

Oct 10, 20232 min

Ep 500Why Many Struggle Transitioning Into Retirement

In this episode Brian discusses with his guest Dr. Richard Himmer, why many struggle transitioning into retirement and how to buy happiness, even if you don't think you have enough saved.

Oct 10, 202352 min

Ep 4996 Components Of Any Investment

In this 2-minute episode Brian discusses the 6 components of any investment.

Oct 6, 20232 min

Ep 498Tax Free Investing In Retirement

In this 2-minute episode Brian discusses tax free investing in retirement.

Oct 5, 20232 min

Ep 497Revocable Living Trust

In this 2-minute episode Brian discusses a revocable living trust and how it is used.

Oct 4, 20232 min

Ep 496Your Pension - Lump Sum Or Monthly Check

In this 2-minute episode Brian discusses the pros and cons of taking a pension as a lump sum or monthly annuity.

Oct 3, 20232 min