
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.
Ep 350Required Minimum Distributions
In this 2-minute episode Brian discusses taking RMDs, or required minimum distributions.
Ep 349Madrona Financial Tool Box
In this 2-minute episode Brian discusses the products and services Madrona Financial and CPAs has to offer.
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.
Ep 347Minimizing Income Tax
In this 2-minute episode Brian discusses ways to minimize paying income tax in retirement.
Ep 346Private Non-Traded Equity REITS
In this 2-minute episode Brian discusses private non-traded equity REITS and their uses in a porfolio.
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.
Ep 344Financial Lifestyle Planning
In this 2-minute episode Brian discusses planning income to meet your particular lifestyle goals in retirement.
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.
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.
Ep 341How Madrona Works With Your CPA
In this 2-minute episode Brian discusses how Madrona works with your CPA.
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.
Ep 339When Is It Good To Pay More in Tax
In this 2-minute episode Brian discusses when to pay more in income tax.
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.
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.
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.
Ep 335Donating RMDs to Charity
In this 2- minute episode Brian talks about donating your RMDs directly to charity.
Ep 334Roth 401K
In this 2- minute episode Brian talks about the ROTH 401K and tax advantages.
Ep 333Alternative Assets
In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets.
Ep 332Protected Assets
In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments.
Ep 331Risk Assetts
In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments.
Ep 330What Will Your Legacy Be?
In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement.
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.
Ep 328Tax Free Investing In Retirement
In this 2-minute episode Brian discusses which investments are tax-free in retirement.
Ep 327Tax According To Source Of Income
In this 2-minute episode Brian discusses how different sources of income are taxed.
Ep 326Planning For The Longer Living Spouse
In this 2-minute episode Brian discusses how to financially plan for the surviving spouse.
Ep 325Cash Flow In Retirement
In this 2-minute episode Brian discusses where cash in retirement may come from.
Ep 324Do-It-Yourself Investing
In this 2-minute episode Brian discusses why DIY investing may not be beneficial.
Ep 323Portfolio Diversification
In this 2-minute episode Brian discusses what it means to diversify your portfolio.
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.
Ep 321Financial Portfolio Diversification
In this episode Brian discusses how to diversify your portfolio.
Ep 320The Purpose Of Your Investments
In this episode Brian discusses purposeful investing.
Ep 319Bond Yields
In this episode Brian discusses today's yields on bonds.
Ep 318Cash and Cash Equivalents In Investing
In this episode Brian discusses safe money such as cash and cash equivalents.
Ep 317A Flat Stock Market
In this episode Brian discusses a flat stock market.
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.
Ep 315401 K Plans
In this episode Brian discusses 401K Plans.
Ep 314The Importance of Tax Planning
In this episode Brian discusses tax planning all year round.
Ep 313Interest Rates On Your Investments
In this episode Brian discusses interest rates on your investments.
Ep 312Inflation and Your Money
In this episode Brian discusses the effects of inflation on your investments.
Ep 311Politics and Your Finances
In this episode Brian discusses how politics and your portfolio are intertwined.
Ep 3104 Flavors of Taxes
In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt.
Ep 309Estate Planning
In this 2-minute episode Brian discusses what you need to know about estate planning.
Ep 308Where Your 401K Is Held
In this 2-minute episode Brian discusses where your 401K funds are held.
Ep 306Compound Interest
In this 2-minute episode Brian discusses how compound interest works.
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.
Ep 307Step Up In Basis
In this 2-minute episode Brian discusses how step up in basis works.
Ep 304Understanding Annuity Fees
In this episode Brian discusses annuity fees, strategies for safe investing, fixed indexed annuities, and annuity payout options.
Ep 301Investing In Target Date Funds
In this 2-minute episode Brian discusses investing for the future with target date funds.
Ep 300Investing When You're Young
In this 2-minute episode Brian discusses the investment opportunities that exist for young people.