Growing Your Wealth with Brian Evans

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.

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

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.

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.

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this episode Brian discusses how to diversify your portfolio.

In this episode Brian discusses purposeful investing.

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

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

In this episode Brian discusses a flat stock market.

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.

In this episode Brian discusses 401K Plans.

In this episode Brian discusses tax planning all year round.

In this episode Brian discusses interest rates on your investments.

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

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

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

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

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

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

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.

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

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

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

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

In this 2-minute episode Brian discusses how social security factors into your financial plan.

In this 2-minute episode Brian discusses being a mentor using the wisdom you've gained with experience.

In this episode Brian discusses The services and products that have become available over the past 7 years, insurance products are more in demand, annuity rates are up, the Fed raising interest rates, recession, and a 5-year check list for retirement.

In this episode Brian discusses client concerns. Political decisions can indeed affect the economy, inflation, bonds and interest rates, taxes going up, what to do about market crashes, cash equivalents, portfolio adjustment, and the buy/hold strategy.

In this 2-minute episode Brian discusses that there is a place for all different types of asset classes in your portfolio.

In this 2-minute episode Brian discusses not taking on enough risk to make good returns.