Growing Your Wealth with Brian Evans
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.
- Update frequency
- every 5 days
- Average duration
- 24 minutes
- Episodes
- 659
- Years Active
- 2019 - 2025
Annual Year in Review - 2021
In this episode Brian breaks down the 2021 review provided by JP Morgan. He talks about how various sectors of the economy and markets performed to help understand where we've been and possibly give …
00:49:48 |
Tue 18 Jan 2022
All About Annuities
In this episode Brian talks about understanding annuity fees, the strategy of safe investments, fixed indexed annuities, CDs, & money market investments, and the payout options of annuities.
00:48:44 |
Wed 12 Jan 2022
Ages, 401Ks, Tax Rates, and Annuities
In this episode Brian talks about know important ages in your financial life, ROTH vs traditional 401K contributions, various income tax rates according the source of gains, and annuity crediting opt…
00:51:36 |
Fri 31 Dec 2021
All About Taxes
In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one particular year, and finally, in…
00:49:37 |
Tue 21 Dec 2021
Timing The Market
In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs.
00:51:43 |
Wed 15 Dec 2021
The True Meaning of the Fiduciary Standard
In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks, when the DOW will hit 50,000, a…
00:47:27 |
Wed 15 Dec 2021
The Tools In A Financial Toolbox
In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan
00:48:07 |
Mon 29 Nov 2021
Five Goals Of Financial Planning
In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution phase of your life and important …
00:51:44 |
Mon 29 Nov 2021
Charitable Gifting Strategies
In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship funds.
00:48:00 |
Mon 15 Nov 2021
Social Security Basics and Estate Taxes
In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model.
00:46:46 |
Mon 15 Nov 2021
Life Insurance Types and Uses
In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trusts (ILIT), and Premium Finance Li…
00:49:21 |
Mon 15 Nov 2021
Investment Real Estate
In this episode Brian discusses owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Statutory Trust.
00:52:50 |
Fri 22 Oct 2021
Business Sale and Succession and Long Term Care
In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based long-term care plans.
00:51:26 |
Wed 13 Oct 2021
Annuities Explained
In this episode Brian discusses annuities as a bond substitute, features of a fixed index annuity, fixed index annuities for accumulation versus cash flow, and the "I Hate Annuities and You Should To…
00:51:24 |
Wed 13 Oct 2021
Income Taxes and How to Minimize Them
In this episode Brian talks about the gain on the sale of a residence or second home, the importance of your investment advisor and CPA working together to review your tax return, income distribution…
00:46:10 |
Tue 28 Sep 2021
Is Your Portfolio Diversified Enough?
In this episode Brian talks about portfolio diversification, what "the market" really is, the difference between the stock market and the economy, and the effect of tax proposals from the new adminis…
00:49:54 |
Tue 28 Sep 2021
President Biden's Tax Proposals And Your Passing On Wealth
In this episode Brian discusses current events, Afghanistan, President Biden's tax proposals and how they may affect passing on wealth, the financial implications of divorce, and listener questions.
00:55:52 |
Sun 05 Sep 2021
Madrona Financial's Evolution To Serving High Net Worth Clients
In this episode Brian discusses the Delta variant, technology, inflation, running out of money in retirement, and how Madrona has evolved to serve the unique needs of high net worth clients.
00:55:52 |
Sun 05 Sep 2021
Current Events and Investment Real Estate
In this episode Brian talks about the Covid Delta variant, the housing and real estate market, whether this is the time to sell investment real estate, selling your business to retire, and listener q…
00:55:52 |
Sun 05 Sep 2021
Review and Analysis Of The First Half Of The 2021 Market
In this episode Brian goes in depth in a discussion of the market for the first half of 2021.
00:55:52 |
Sun 05 Sep 2021
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