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Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

699 episodes — Page 8 of 14

Ep 351Opportunity Zones

In this 2-minute episode Brian discusses Opportunity zones and how they work.

Mar 9, 20232 min

Ep 350Required Minimum Distributions

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

Mar 8, 20232 min

Ep 349Madrona Financial Tool Box

In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.

Mar 7, 20232 min

Ep 348Active Landlord Exit Strategy

In this episode Brian talks about an option for active landlords to become passive landlords and delay paying capital gains taxes.

Mar 6, 20232 min

Ep 347Minimizing Income Tax

In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.

Mar 3, 20232 min

Ep 346Private Non-Traded Equity REITS

In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio.

Mar 2, 20232 min

Ep 345Landlord Exit Strategy

In this 2-minute episode Brian discusses the Delaware Statutory Trust - a passive real estate investment for active landlords who are looking for an exit strategy.

Mar 1, 20232 min

Ep 344Financial Lifestyle Planning

In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement.

Feb 28, 20232 min

Ep 343Lazy Money

In this 2-minute episode Brian discusses lazy money - money that is sitting in low-return investments that could be utilized in higher-paying investments.

Feb 27, 20232 min

Ep 342401K, 403B 457, TSP - What's The Difference?

In this episode Brian talks about the differences between a 401K, 403B, 457, and a TSP. He also talks about the purpose of money - what are you investing for.

Feb 25, 202352 min

Ep 341How Madrona Works With Your CPA

In this 2-minute episode Brian discusses how Madrona works with your CPA.

Feb 24, 20232 min

Ep 340CPAs Can't Give Investment Advice

In this 2-minute episode Brian discusses how CPAs don't have the knowledge to give investment advice.

Feb 24, 20232 min

Ep 339When Is It Good To Pay More in Tax

In this 2-minute episode Brian discusses when to pay more in income tax.

Feb 22, 20232 min

Ep 338Things Not Seen On A 401K

In this 2-minute episode Brian discusses things he sees on your 1040 tax return that other advisors will not see.

Feb 21, 20232 min

Ep 337Having A CPA and a Financial Advisor Working Together

In this 2-minute episode Brian talks about how your financial advisor and CPA should be working together.

Feb 20, 20232 min

Ep 336Sources Of Income In Retirement

In this episode Brian talks about financial planning around your lifestyle, your relationship with money, sources of income in retirement, and "lazy money" in your portfolio.

Feb 20, 202352 min

Ep 335Donating RMDs to Charity

In this 2- minute episode Brian talks about donating your RMDs directly to charity.

Feb 17, 20232 min

Ep 334Roth 401K

In this 2- minute episode Brian talks about the ROTH 401K and tax advantages.

Feb 16, 20232 min

Ep 333Alternative Assets

In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets.

Feb 13, 20232 min

Ep 332Protected Assets

In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments.

Feb 13, 20232 min

Ep 331Risk Assetts

In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments.

Feb 13, 20232 min

Ep 330What Will Your Legacy Be?

In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement.

Feb 13, 202352 min

Ep 329Why You Should NOT Be In The Zero Tax Bracket

In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities.

Feb 4, 202330 min

Ep 328Tax Free Investing In Retirement

In this 2-minute episode Brian discusses which investments are tax-free in retirement.

Feb 3, 20232 min

Ep 327Tax According To Source Of Income

In this 2-minute episode Brian discusses how different sources of income are taxed.

Jan 31, 20232 min

Ep 326Planning For The Longer Living Spouse

In this 2-minute episode Brian discusses how to financially plan for the surviving spouse.

Jan 31, 20232 min

Ep 325Cash Flow In Retirement

In this 2-minute episode Brian discusses where cash in retirement may come from.

Jan 31, 20232 min

Ep 324Do-It-Yourself Investing

In this 2-minute episode Brian discusses why DIY investing may not be beneficial.

Jan 31, 20232 min

Ep 323Portfolio Diversification

In this 2-minute episode Brian discusses what it means to diversify your portfolio.

Jan 31, 20232 min

Ep 322What To Do With Your 401K

In this episode Brian discusses tax season, what to do with your 401K when you retire, and ways to minimize taxes in retirement.

Jan 31, 202350 min

Ep 321Financial Portfolio Diversification

In this episode Brian discusses how to diversify your portfolio.

Jan 20, 20232 min

Ep 320The Purpose Of Your Investments

In this episode Brian discusses purposeful investing.

Jan 19, 20232 min

Ep 319Bond Yields

In this episode Brian discusses today's yields on bonds.

Jan 18, 20232 min

Ep 318Cash and Cash Equivalents In Investing

In this episode Brian discusses safe money such as cash and cash equivalents.

Jan 17, 20232 min

Ep 317A Flat Stock Market

In this episode Brian discusses a flat stock market.

Jan 17, 20232 min

Ep 3161040 Tax Form Detective

In this episode Brian discusses things to look for on your 104o tax form that your CPA may miss and how to help your CPA and advisor work together for your benefit.

Jan 17, 202355 min

Ep 315401 K Plans

In this episode Brian discusses 401K Plans.

Jan 17, 20232 min

Ep 314The Importance of Tax Planning

In this episode Brian discusses tax planning all year round.

Jan 17, 20232 min

Ep 313Interest Rates On Your Investments

In this episode Brian discusses interest rates on your investments.

Jan 17, 20232 min

Ep 312Inflation and Your Money

In this episode Brian discusses the effects of inflation on your investments.

Jan 17, 20232 min

Ep 311Politics and Your Finances

In this episode Brian discusses how politics and your portfolio are intertwined.

Jan 17, 20232 min

Ep 3104 Flavors of Taxes

In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt.

Jan 17, 202355 min

Ep 309Estate Planning

In this 2-minute episode Brian discusses what you need to know about estate planning.

Jan 6, 20232 min

Ep 308Where Your 401K Is Held

In this 2-minute episode Brian discusses where your 401K funds are held.

Jan 5, 20232 min

Ep 306Compound Interest

In this 2-minute episode Brian discusses how compound interest works.

Jan 3, 20232 min

Ep 3051033 Exchange

In this 2-minute episode Brian discusses the 1033 exchange - property that must be exchanged for another real estate asset due to natural disaster, being condemned or threat of being condemned, or seizure by eminent domain.

Jan 2, 20232 min

Ep 307Step Up In Basis

In this 2-minute episode Brian discusses how step up in basis works.

Jan 2, 20232 min

Ep 304Understanding Annuity Fees

In this episode Brian discusses annuity fees, strategies for safe investing, fixed indexed annuities, and annuity payout options.

Jan 2, 202355 min

Ep 301Investing In Target Date Funds

In this 2-minute episode Brian discusses investing for the future with target date funds.

Dec 30, 20222 min

Ep 300Investing When You're Young

In this 2-minute episode Brian discusses the investment opportunities that exist for young people.

Dec 29, 20222 min