Growing Your Wealth with Brian Evans artwork

Growing Your Wealth with Brian Evans

508 episodes - English - Latest episode: 5 days ago - ★★★★★ - 14 ratings

Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. For over 30 years, Brian and his staff have been helping families live out the retirements that they deserve by giving them experienced, common-sense advice.

Investing Business Entrepreneurship investing wealth business retirement real estate market analysis
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Episodes

The Entrepreneur and Landlord Retirement Dilemma

April 20, 2024 16:00 - 52 minutes - 48.5 MB

In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.

What Women Need To Know About Retirement

April 13, 2024 16:00 - 51 minutes - 37.7 MB

In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary. 

What You Need To Know About The Financial Phases Of Retirement

April 06, 2024 16:00 - 52 minutes - 48.1 MB

In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away. 

Tax Planning During Different Seasons Of Life

April 01, 2024 16:17 - 52 minutes - 48.4 MB

In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life. 

How The Private Markets Can Play An Important Role In Your Portfolio

April 01, 2024 16:14 - 52 minutes - 38.3 MB

In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs. 

Income Sources The IRS Does Not Tax

March 16, 2024 16:00 - 52 minutes - 38.3 MB

In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax. 

5 Good Strategies That Many People Implement Incorrectly

March 09, 2024 17:00 - 52 minutes - 50.4 MB

In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan. 

Dividend Investments - Are They All They're Cracked Up To Be?

March 03, 2024 03:00 - 52 minutes - 50.4 MB

In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of. 

Maintaining Principal Balance In Retirement

February 28, 2024 20:00 - 2 minutes - 1.9 MB

In this episode Brian discusses Maintaining Principal Balance In Retirement.

Long Term Care Insurance

February 27, 2024 20:00 - 2 minutes - 1.89 MB

In this episode Brian discusses long term care insurance policies. 

The 1035 Exchange - Exchanging One Insurance Product For Another

February 26, 2024 20:00 - 2 minutes - 1.9 MB

In this episode Brian discusses the 1035 Exchange. 

5 Financial To- Do's Before You Retire

February 24, 2024 17:00 - 51 minutes - 49.5 MB

In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio. 

Cash Flow or Income - Which Is More Important?

February 17, 2024 17:00 - 52 minutes - 37.9 MB

In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg. 

How Much Do You Need To Have Saved To Retire?

February 10, 2024 17:00 - 52 minutes - 48.4 MB

In this episode Brian discusses  How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes, and strategies to pass your assets to those you love while you are alive. 

How To Structure Income In Retirement

February 03, 2024 17:00 - 52 minutes - 48.4 MB

In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA. 

Catch 22 Mistakes You May Make In Retirement

January 27, 2024 17:00 - 52 minutes - 48.4 MB

In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make. 

Are You Ready For The Trump Tax Cuts To Expire?

January 20, 2024 17:00 - 51 minutes - 46.9 MB

In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations. 

Seven Mistakes Landlords Make When It Comes To Their Portfolio

January 13, 2024 17:00 - 51 minutes - 47.6 MB

In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio. 

Luck and Losses - An Overview On Emotional Investing

January 06, 2024 19:00 - 52 minutes - 48.4 MB

In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling. 

DIY Investing

December 28, 2023 01:00 - 2 minutes - 1.89 MB

In this 2-minute episode Brian discusses why DIY investing may not yield the best results. 

CPA's Can't Give Investment Advice

December 26, 2023 20:00 - 2 minutes - 1.88 MB

In this 2-minute episode Brian discusses why CPAs can't give investment advice. 

You Can't Take It With You

December 25, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode Brian discusses estate planning. 

Conversations To Have With Your Loved Ones

December 23, 2023 17:00 - 52 minutes - 48.5 MB

In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know. 

Know What Your Invested In

December 21, 2023 20:00 - 2 minutes - 1.87 MB

In this 2-minute episode Brian discusses knowing the areas your invested in. 

Income Distribution Strategies

December 20, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode Brian discusses strategies for income distribution. 

Annuity Crediting Strategies Part 2

December 19, 2023 20:00 - 2 minutes - 1.88 MB

In this 2-minute episode Brian continues his discussion on annuity crediting strategies. 

Annuity Crediting Strategies

December 19, 2023 00:47 - 2 minutes - 1.88 MB

In this 2-minute episode Brian discusses annuity crediting strategies. 

Common Retirement Regrets

December 19, 2023 00:45 - 52 minutes - 48.5 MB

I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also 

Diversification Of Your Portfolio

December 07, 2023 20:00 - 2 minutes - 1.9 MB

In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio. 

Is It A Good Time To Pay More In Tax?

November 27, 2023 20:00 - 2 minutes - 1.9 MB

In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.

How Much Risk Is In Your Investments

November 25, 2023 15:00 - 52 minutes - 48.4 MB

In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans. 

Non Taxable Income

November 22, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode Brian discusses income that is not subject to income tax. 

30 Important Decisions

November 20, 2023 20:00 - 2 minutes - 1.88 MB

In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life. 

The Truth Behind The Headlines and Increasing The Value Of Your Business.

November 18, 2023 17:00 - 52 minutes - 48.4 MB

In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it. 

Staying Invested In A Down Market

November 18, 2023 07:00 - 2 minutes - 1.9 MB

In this 2-minute episode, Brian discusses the importance of staying invested in a down market. 

Where To Pull Income From In Retirement

November 16, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses where you should take income from in retirement. 

Passive Investing

November 15, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses passive investments. 

Gifting to Children

November 14, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses what you need to know about gifting to children. 

Dollar Cost Averaging

November 13, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk. 

The Good, The Bad, And The Ugly of Life Insurance

November 13, 2023 16:47 - 51 minutes - 47.5 MB

In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks. 

Things Not Seen On A Tax Return

November 10, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses things not seen on a tax return. 

Do You Really Need A Financial Planner?

November 09, 2023 20:00 - 2 minutes - 1.9 MB

In this 2-minute episode, Brian discusses whether you really need a financial planner. 

Lifestyle Planning

November 08, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement. 

Where Your 401K Is Held

November 07, 2023 20:00 - 2 minutes - 1.89 MB

In this 2-minute episode, Brian discusses where your 401K is held. 

Estate Planning

November 06, 2023 20:00 - 2 minutes - 1.88 MB

In this 2-minute episode, Brian discusses estate planning. 

How Would A CPA Suggest You Take Income In Retirement

November 06, 2023 02:48 - 51 minutes - 47 MB

I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in your income plan. 

Tax Free Investing In Retirement

November 03, 2023 21:00 - 2 minutes - 1.9 MB

In this episode Brian discusses tax-free retirement investments. 

The Perfect Portfolio

November 02, 2023 19:00 - 2 minutes - 1.9 MB

In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future. 

Outside The Box Investments

November 01, 2023 19:00 - 2 minutes - 1.88 MB

In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio. 

Fixed Index Annuities

October 31, 2023 19:00 - 2 minutes - 1.9 MB

In this episode Brian discusses fixed index annuities and how they are used.