
Growing Your Wealth with Brian Evans
715 episodes — Page 6 of 15
Ep 468Selling Your Business Internally
In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.
Ep 467Types of Annuities
In this 2-minute episode Brian discusses the different types of annuities.
Ep 466The Strategy of Safe Investments
In this 2-minute episode Brian discusses the strategy of safe investments.
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.
Ep 463When To Pay Taxes
In this episode Brian discusses moving money to different times to affect the tax rate.
Ep 462Ways To Own Real Estate
In this episode Brian discusses the different ways you can own real estate.
Ep 461The Four Flavors Of Tax
In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.
Ep 460Should You Pay Off Your Mortgage
In this episode Brian discusses whether you should pay off your mortgage before retirement.
Ep 459The Roth and The Traditional IRA
In this episode Brian discusses the differences between the ROTH and the traditional IRA.
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.
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.
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.
Ep 455Cash and Cash Equivalents
In this 2-minute episode Brian discusses cash and cash equivalents.
Ep 454Annuity Payout Options
In this 2-minute episode Brian discusses annuity payout options.
Ep 453Annuity Crediting Options
In this 2-minute episode Brian discusses annuity crediting options.
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.
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.
Ep 450Size Of The Market Segments
In this 2-minute episode, Brian discusses the size of the different segments of the market.
Ep 449Required Minimum Distributions
In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions.
Ep 448Pension Decisions
In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension
Ep 447The Meaning Of A Fiduciary,
In this 2-minute feature, Brian discusses the true meaning of a fiduciary.
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.
Ep 445Pension Payout Decisions
In this 2-minute episode, Brian discusses the options you have in taking a pension payout.
Ep 444The Meaning Of A True Fiduciary
In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor.
Ep 443The Tools In The Madrona Financial Toolbox
In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan.
Ep 442Structures For Your Business
In this 2-minute episode, Brian discusses the options you have for your business structure.
Ep 441Using A Corporate Trustee
In this 2-minute episode, Brian discusses the reasons you may want to use a corporate trustee as opposed to a friend or family member.
Ep 435How To Determine Which Stocks Are Right For You
In this episode Brian discusses how to determine which stocks are right for you and the 4 flavors of tax and what you can expect when you retire.
Ep 440CRUTS and CRATS
In this 2-minute episode, Brian discusses CRUT's being annual distributions defined as a percentage of the trust's assets, measured that year, whereas a CRAT's annual distributions are a fixed percentage of the trust's starting value.
Ep 439Step Up In Basis
In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate.
Ep 438Donating Your RMD To Charity
In this 2-minute episode, Brian discusses donating your required minimum distribution to charity.
Ep 437Your Financial Plan And Charitable Gifting
In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.
Ep 436Financial Planning And Your Legacy
In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.
Ep 4345 Financial Pitfalls Your Estate Planning Attorney May Have Missed
In this episode Brian discusses 5 pitfalls your estate planning attorney may have missed and how to get into real estate if you're looking to retire and you want out of the stock and bond market.
Ep 433A Charitable Gifting Plan
In this 2-minute episode Brian talks about how to create a charitable gifting plan.
Ep 432The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of a financial plan.
Ep 431Your Financial Plan And Your Legacy
In this 2-minute episode Brian talks about including your legacy in your financial plan.
Ep 430The Sale Of Your Business
In this 2-minute episode Brian talks about the sale of your business.
Ep 429What Is Premium Finance Life Insurance?
In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.
Ep 428Overlooked Tax Breaks For Retirees
In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want out of the stock and bond market.
Ep 427Planning A Legacy
In this 2-minute episode Brian talks about a financial plan that includes your legacy.
Ep 426The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of having a financial plan.
Ep 425Charitable Gifting Strategies
In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan.
Ep 424Donate An RMD To Charity
In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity.
Ep 423Put A Charity In Your Will
In this 2-minute episode Brian talks about how to name a charity in your will.
Ep 422The Problem With After-Tax Funds and Retirement
In this episode Brian discusses the problem with after tax funds and retirement that on one is talking about and if CPAs could give investment advice, what would they say?
Ep 421When Can I Retire
In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire.
Ep 420Optimizing Your Social Security
In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to.
Ep 419Selling A Business
In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business.
Ep 418Rules Around Selling A Residence
In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence.