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Growing Your Wealth with Brian Evans

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.

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

Ep 445Pension Payout Decisions

In this 2-minute episode, Brian discusses the options you have in taking a pension payout.

Jul 21, 20232 min

Ep 444The Meaning Of A True Fiduciary

In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor.

Jul 20, 20232 min

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.

Jul 19, 20232 min

Ep 442Structures For Your Business

In this 2-minute episode, Brian discusses the options you have for your business structure.

Jul 18, 20232 min

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.

Jul 18, 20232 min

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.

Jul 15, 202352 min

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.

Jul 14, 20232 min

Ep 439Step Up In Basis

In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate.

Jul 13, 20232 min

Ep 438Donating Your RMD To Charity

In this 2-minute episode, Brian discusses donating your required minimum distribution to charity.

Jul 12, 20232 min

Ep 437Your Financial Plan And Charitable Gifting

In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.

Jul 11, 20232 min

Ep 436Financial Planning And Your Legacy

In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.

Jul 10, 20232 min

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.

Jul 8, 202350 min

Ep 433A Charitable Gifting Plan

In this 2-minute episode Brian talks about how to create a charitable gifting plan.

Jul 7, 20232 min

Ep 432The Importance Of A Financial Plan

In this 2-minute episode Brian talks about the importance of a financial plan.

Jul 6, 20232 min

Ep 431Your Financial Plan And Your Legacy

In this 2-minute episode Brian talks about including your legacy in your financial plan.

Jul 5, 20232 min

Ep 430The Sale Of Your Business

In this 2-minute episode Brian talks about the sale of your business.

Jul 4, 20232 min

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.

Jul 3, 20232 min

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.

Jul 3, 202352 min

Ep 427Planning A Legacy

In this 2-minute episode Brian talks about a financial plan that includes your legacy.

Jul 3, 20232 min

Ep 426The Importance Of A Financial Plan

In this 2-minute episode Brian talks about the importance of having a financial plan.

Jul 3, 20232 min

Ep 425Charitable Gifting Strategies

In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan.

Jul 3, 20232 min

Ep 424Donate An RMD To Charity

In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity.

Jul 3, 20232 min

Ep 423Put A Charity In Your Will

In this 2-minute episode Brian talks about how to name a charity in your will.

Jul 3, 20232 min

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?

Jul 3, 202351 min

Ep 421When Can I Retire

In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire.

Jun 23, 20232 min

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.

Jun 22, 20232 min

Ep 419Selling A Business

In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business.

Jun 21, 20232 min

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.

Jun 20, 20232 min