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Growing Your Wealth with Brian Evans

Growing Your Wealth with Brian Evans

693 episodes — Page 9 of 14

Ep 295What's Your Number

In this 2-minute episode Brian discusses spending as part of your financial planning process.

Dec 26, 20222 min

Ep 294Longevity Risk

In this 2-minute episode Brian discusses the risk of outliving your money.

Dec 26, 20222 min

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.

Dec 26, 20222 min

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.

Dec 26, 20222 min

Ep 291Investment Diversification

In this 2-minute episode Brian discusses diversifying your investments.

Dec 17, 20221 min

Ep 290The 5 Components Of Any Investment

In this 2-minute episode Brian discusses 5 different components of any investment.

Dec 15, 20222 min

Ep 289Dollar Cost Averaging

In this 2-minute episode Brian discusses dollar cost averaging and how to use it.

Dec 14, 20222 min

Ep 288Investing In Precious Metals

In this 2-minute episode Brian discusses investing in gold and silver.

Dec 13, 20222 min

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

Dec 12, 20222 min

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.

Dec 12, 202247 min

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.

Dec 9, 20222 min

Ep 284The 7 Legged Retirement Stool

In this 2-minute feature Brian discusses having 7 legs to your retirement stool.

Dec 8, 20222 min

Ep 283Year End Tax Planning

In this 2-minute feature Brian discusses things to consider at year's end when planning taxes.

Dec 8, 20222 min

Ep 282Life Insurance On Both Spouses

In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses.

Dec 6, 20222 min

Ep 281Tax Efficient Investment Strategies

In this 2-minute feature Brian discusses investment strategies that are tax efficient.

Dec 5, 20222 min

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.

Dec 3, 202255 min

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.

Dec 2, 20222 min

Ep 278Staying Invested

In this 2-minute episode Brian discusses the importance of continuing to invest during all times.

Dec 1, 20222 min

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.

Nov 30, 20222 min

Ep 276Pension Alternatives

In this 2-minute episode Brian discusses alternatives to receiving a monthly pension.

Nov 29, 20222 min

Ep 275Non-Taxable Income

In this 2-minute episode Brian discusses income sources that are non-taxable

Nov 28, 20222 min

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.

Nov 28, 202253 min

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.

Nov 25, 20222 min

Ep 272Tax Free Investing In Retirement

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

Nov 24, 20222 min

Ep 269The Definition Of Retirement

In this 2-minute episode Brian discusses the changing definition of retirement.

Nov 23, 20222 min

Ep 271Being Too Conservative With Your Investments

In this 2-minute episode Brian discusses not taking enough risk with your investments.

Nov 22, 20222 min

Ep 270Estate Planning

In this 2-minute episode Brian discusses passing on your legacy financially.

Nov 22, 20222 min

Ep 266Client Concerns

In this episode, Brian discusses questions and concerns his clients have.

Nov 22, 202254 min

Ep 265Sources of Investment Advice

In this 2-minute episode Brian discusses where you get your investment advice and considering the source.

Nov 18, 20222 min

Ep 264Investment Diversification

In this 2-minute episode Brian discusses the importance of portfolio diversification.

Nov 17, 20222 min

Ep 263Life Insurance

In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance.

Nov 16, 20222 min

Ep 262Trusts - It Takes A Village

In this 2-minute episode Brian discusses the steps you need to take to implement your trust.

Nov 15, 20222 min

Ep 261Trusts

In this 2-minute episode Brian discusses the use of trusts in an estate plan.

Nov 14, 20222 min

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.

Nov 14, 202246 min

Ep 259Passive Real Estate

In this 2-minute episode Brian discusses investing in passively-owned real estate.

Nov 11, 20222 min

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.

Nov 10, 20222 min

Ep 257Fixed Index Annuity With A Cap

In this 2-minute episode Brian discusses the fixed index annuity with a cap.

Nov 9, 20222 min

Ep 256Fixed Annuities

In this 2-minute episode Brian discusses the attributes of fixed annuities.

Nov 8, 20222 min

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.

Nov 8, 20222 min

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.

Nov 8, 202252 min

Ep 253Fixed Index Annuities

In this 2-minute episode Brian discusses the use of fixed index annuities.

Nov 4, 20222 min

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.

Nov 3, 20222 min

Ep 251Bond Substitutes

In this 2-minute episode Brian discusses substitutes for bonds.

Nov 2, 20222 min

Ep 250Madrona Investment Options

In this 2-minute episode Brian discusses the many options Madrona can offer for your investment portfolio.

Nov 1, 20222 min

Ep 249Boeing Pension Decision

In this 2-minute episode Brian discusses making the right decision if you're taking a lump-sum pension. Waiting even a month could cost you hundreds of thousands of dollars.

Oct 31, 20222 min

Ep 248Tax Advantaged Investment Strategies

In this episode Brian discusses tax free investment strategies such as Roth's and Roth conversions, marginal income tax bracket management, step-up in basis, credit shelter (A-B trusts), real estate (1031 exchanges), Delaware Statutory trusts, passive non-traded REITS, charitable gifting, universal life, premium financed FIUL, and where the stock market is going.

Oct 29, 202247 min

Ep 247You Can't Take It With You.

In this 2-minute episode Brian discusses making sure your estate plan accounts for successfully passing down wealth.

Oct 28, 20222 min

Ep 246Staging A Business For Sale

In this 2-minute episode Brian discusses staging a business for sale the way you would a house.

Oct 27, 20222 min

Ep 245Tax Free Investing In Retirement

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

Oct 26, 20222 min

Ep 244Lifetime Cash Flow Annuities

In this 2-minute episode Brian discusses using an annuity as a tool to create lifetime cash flow.

Oct 25, 20222 min