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Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

693 episodes — Page 5 of 14

Ep 495The Definition Of Retirement

In this 2-minute episode, Brian discusses how retirement is defined by different people.

Oct 2, 20232 min

Ep 494The 10 Essentials Of Retirement Plannning

In this episode Brian discusses 10 essentials of retirement planning and 5 ways to invest passively.

Oct 2, 202352 min

Ep 493Tax According To Source Of Income

In this 2-minute episode Brian discusses how much tax you'll pay related to the source of income.

Sep 28, 20232 min

Ep 492Planning For The Longer Living Spouse

In this 2-minute episode Brian discusses making plans for the surviving spouse.

Sep 27, 20232 min

Ep 491Cash Flow In Retirement

In this 2-minute episode Brian discusses creating cash flow in retirement.

Sep 26, 20232 min

Ep 490Diversification In Your Portfolio

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

Sep 25, 20232 min

Ep 489Seven Deadly Sins For Retirees

In this episode Brian discusses seven deadly sins for retirees and a little known tax-minimization strategy that can make a big difference when you sell your business.

Sep 24, 202351 min

Ep 488Real Estate Exit Strategy

In this 2-minute episode Brian discusses an exit strategy for active real estate investors.

Sep 22, 20232 min

Ep 487Client Concerns About Cash and Cash Equivalents

In this 2-minute episode Brian discusses client concerns about cash and cash equivalents.

Sep 21, 20232 min

Ep 486Client Concerns About 401K Plans

In this 2-minute episode Brian discusses client concerns about 401K Plans.

Sep 20, 20232 min

Ep 485Client Concerns About Diversification

In this 2-minute episode Brian discusses client concerns about diversification.

Sep 19, 20232 min

Ep 484Client Concerns About Inflation

In this 2-minute episode Brian discusses client concerns about inflation.

Sep 18, 20232 min

Ep 483The State Of The Economy

In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds.

Sep 18, 202348 min

Ep 482Christians, Mechanics, and 401ks

In this 2-minute episode Brian discusses that just because you go to church doesn't mean you're a Christian, and just because you have tools doesn't make you a mechanic, and just because you have a 401K doesn't mean you're an asset allocation specialist.

Sep 14, 20232 min

Ep 481Financial Planning Protection

In this 2-minute episode Brian discusses financial planning protection.

Sep 13, 20232 min

Ep 480Advanced Gifting Strategies

In this 2-minute episode Brian discusses advanced strategies for gifting.

Sep 12, 20232 min

Ep 479Adjusting Your Retirement Portfolio

In this 2-minute episode Brian discusses making adjustments to your retirement portfolio.

Sep 11, 20232 min

Ep 47812 Common Retirement Mistakes Even Well-Informed Individuals Make

In this episode Brian discusses retirement mistakes that well-informed people make.

Sep 10, 202352 min

Ep 477CPA Advice

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

Sep 8, 20232 min

Ep 476Structured Notes

In this 2-minute episode Brian discusses what structured notes are and how to use them.

Sep 7, 20232 min

Ep 474Advanced Gifting Strategies

In this 2-minute episode Brian discusses advanced gifting strategies.

Sep 6, 20232 min

Ep 475Starting A Business

In this 2-minute episode Brian discusses starting a business.

Sep 6, 20232 min

Ep 473Making Gifts To Children

In this 2-minute episode, Brian discusses making gifts to children.

Sep 5, 20232 min

Ep 472Today's New Market

In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 involuntary conversion is.

Sep 2, 202350 min

Ep 471Four Things To Do Before Retirement So Your House Is In Order

In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.

Aug 26, 202352 min

Ep 465In Depth Look At Social Security

In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security.

Aug 19, 202352 min

Ep 470Small Business Retirement Plans

In this 2-minute episode Brian discusses creating a retirement plan for small businesses.

Aug 18, 20232 min

Ep 469Annuity Liquidity Charges and Fees

In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities.

Aug 17, 20232 min

Ep 468Selling Your Business Internally

In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.

Aug 16, 20232 min

Ep 467Types of Annuities

In this 2-minute episode Brian discusses the different types of annuities.

Aug 15, 20232 min

Ep 466The Strategy of Safe Investments

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

Aug 14, 20232 min

Ep 464A CPAs Take On The Strength Of The Market

In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters.

Aug 12, 202352 min

Ep 463When To Pay Taxes

In this episode Brian discusses moving money to different times to affect the tax rate.

Aug 11, 20232 min

Ep 462Ways To Own Real Estate

In this episode Brian discusses the different ways you can own real estate.

Aug 10, 20232 min

Ep 461The Four Flavors Of Tax

In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.

Aug 9, 20232 min

Ep 460Should You Pay Off Your Mortgage

In this episode Brian discusses whether you should pay off your mortgage before retirement.

Aug 8, 20232 min

Ep 459The Roth and The Traditional IRA

In this episode Brian discusses the differences between the ROTH and the traditional IRA.

Aug 7, 20232 min

Ep 458Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize

In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.

Aug 7, 202352 min

Ep 457Important Ages Leading Up To And In Retirement

In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement.

Aug 4, 20232 min

Ep 456Moving To A State With No State Tax

In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax.

Aug 3, 20232 min

Ep 455Cash and Cash Equivalents

In this 2-minute episode Brian discusses cash and cash equivalents.

Aug 2, 20232 min

Ep 454Annuity Payout Options

In this 2-minute episode Brian discusses annuity payout options.

Aug 1, 20232 min

Ep 453Annuity Crediting Options

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

Jul 31, 20232 min

Ep 452How To Tackle Inflation In Retirement

In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.

Jul 30, 202352 min

Ep 451CPA Advice

In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that.

Jul 28, 20232 min

Ep 450Size Of The Market Segments

In this 2-minute episode, Brian discusses the size of the different segments of the market.

Jul 27, 20232 min

Ep 449Required Minimum Distributions

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

Jul 26, 20232 min

Ep 448Pension Decisions

In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension

Jul 25, 20232 min

Ep 447The Meaning Of A Fiduciary,

In this 2-minute feature, Brian discusses the true meaning of a fiduciary.

Jul 24, 20232 min

Ep 446How To Tackle Inflation In Retirement

In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.

Jul 22, 202352 min