Growing Your Wealth with Brian Evans

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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.

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

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

In this 2-minute episode, Brian discusses the many financial tools that Madrona has to build your financial plan.

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

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.

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.

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.

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

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

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

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

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.

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

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

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

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

In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.

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.

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

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

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

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

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

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?

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

In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to.

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

In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence.

In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks.

In this episode, Brian discusses the 7 stocks that make up 99.5% of the S&P 500 and how it may affect your strategy. Also, how to balance growing your assets and growing your income in retirement.

In this episode, Brian discusses the credit shelter trust and what it is used for.

In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used.

In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.

In this 2-minute episode, Brian discusses gifting using an FIUL.

In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow.