
Growing Your Wealth with Brian Evans
699 episodes — Page 9 of 14
Ep 299Social Security
In this 2-minute episode Brian discusses how social security factors into your financial plan.
Ep 298Mentoring With Wisdom
In this 2-minute episode Brian discusses being a mentor using the wisdom you've gained with experience.
Ep 303Current state of Madrona Financial and the Financial Planning Scene
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.
Ep 302What Our Clients Are Talking To Us About
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.
Ep 297A Place For All Assets
In this 2-minute episode Brian discusses that there is a place for all different types of asset classes in your portfolio.
Ep 296Being Too Conservative
In this 2-minute episode Brian discusses not taking on enough risk to make good returns.
Ep 295What's Your Number
In this 2-minute episode Brian discusses spending as part of your financial planning process.
Ep 294Longevity Risk
In this 2-minute episode Brian discusses the risk of outliving your money.
Ep 293The Definition of Retirement
In this 2-minute episode Brian discusses what your retirement is going to look like in order to plan for it.
Ep 292Listen To Your Inner Voice
In this 2-minute episode Brian discusses listening to your own voice when it comes to thigs that are too good to be true.
Ep 291Investment Diversification
In this 2-minute episode Brian discusses diversifying your investments.
Ep 290The 5 Components Of Any Investment
In this 2-minute episode Brian discusses 5 different components of any investment.
Ep 289Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging and how to use it.
Ep 288Investing In Precious Metals
In this 2-minute episode Brian discusses investing in gold and silver.
Ep 2871040 Tax Form Treasure Hunt
In this 2-minute episode Brian discusses what a CPA can see on your tax return that a preparer won’t
Ep 2862025 Tax Cuts Sunset
In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Medicare premiums are affected by an inheritance, and buffered ETFs.
Ep 285The Best Investment You Can Make
In this 2-minute feature Brian discusses an overlooked investment that is the best one you can make.
Ep 284The 7 Legged Retirement Stool
In this 2-minute feature Brian discusses having 7 legs to your retirement stool.
Ep 283Year End Tax Planning
In this 2-minute feature Brian discusses things to consider at year's end when planning taxes.
Ep 282Life Insurance On Both Spouses
In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses.
Ep 281Tax Efficient Investment Strategies
In this 2-minute feature Brian discusses investment strategies that are tax efficient.
Ep 280Estate Planning Advice
In this episode Brian discusses his new book, "The 7 Steps To A Successful Retirement" and Paul Grant, estate planning attorney is Brian's special guest.
Ep 279Older You Talking To Younger You
In this 2-minute episode Brian discusses what the older, wiser you would say to the younger, more inexperienced you about investing.
Ep 278Staying Invested
In this 2-minute episode Brian discusses the importance of continuing to invest during all times.
Ep 277The Challenges of Retiring Early
In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of.
Ep 276Pension Alternatives
In this 2-minute episode Brian discusses alternatives to receiving a monthly pension.
Ep 275Non-Taxable Income
In this 2-minute episode Brian discusses income sources that are non-taxable
Ep 274Year-End Tax Planning and The Solvency of Social Security and Medicare.
In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare.
Ep 27330 Important Decisions
In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success.
Ep 272Tax Free Investing In Retirement
In this 2-minute episode Brian discusses investments in retirement that are tax free.
Ep 269The Definition Of Retirement
In this 2-minute episode Brian discusses the changing definition of retirement.
Ep 271Being Too Conservative With Your Investments
In this 2-minute episode Brian discusses not taking enough risk with your investments.
Ep 270Estate Planning
In this 2-minute episode Brian discusses passing on your legacy financially.
Ep 266Client Concerns
In this episode, Brian discusses questions and concerns his clients have.
Ep 265Sources of Investment Advice
In this 2-minute episode Brian discusses where you get your investment advice and considering the source.
Ep 264Investment Diversification
In this 2-minute episode Brian discusses the importance of portfolio diversification.
Ep 263Life Insurance
In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance.
Ep 262Trusts - It Takes A Village
In this 2-minute episode Brian discusses the steps you need to take to implement your trust.
Ep 261Trusts
In this 2-minute episode Brian discusses the use of trusts in an estate plan.
Ep 260Residential or Second Home Sale Gains
In this episode Brian discusses the gains made on a residential or second home, the importance of a registered investment advisor and a CPA working together, income distribution strategies for tax bracket purposes, and Roth conversions.
Ep 259Passive Real Estate
In this 2-minute episode Brian discusses investing in passively-owned real estate.
Ep 258Boeing Pension Plan Decision
In this 2-minute episode Brian discusses making the right decision with a Boeing Lump Sum distribution of your pension plan.
Ep 257Fixed Index Annuity With A Cap
In this 2-minute episode Brian discusses the fixed index annuity with a cap.
Ep 256Fixed Annuities
In this 2-minute episode Brian discusses the attributes of fixed annuities.
Ep 255The Psychology of Stock Market Investing
In this 2-minute episode Brian discusses the way people think about their investments in the stock market.
Ep 254Meet Joel Maher of Madrona Financial and CPA's
In this episode Brian talks with Joel Maher, partner and advisor at Madrona Financial and CPA's. Brian and Joel discuss annuities among other things.
Ep 253Fixed Index Annuities
In this 2-minute episode Brian discusses the use of fixed index annuities.
Ep 252Taking Advantage of Today's High Interest Rates
In this 2-minute episode Brian discusses a locked-cap on a fixed index annuity to take advantage of today's high interest rates.
Ep 251Bond Substitutes
In this 2-minute episode Brian discusses substitutes for bonds.
Ep 250Madrona Investment Options
In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio.