Growing Your Wealth with Brian Evans

Do You Really Need A Financial Planner? 09.11.2023 2:02 ↓

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

Lifestyle Planning 08.11.2023 2:01 ↓

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 07.11.2023 2:01 ↓

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

Estate Planning 06.11.2023 2:01 ↓

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

How Would A CPA Suggest You Take Income In Retirement 06.11.2023 51:19 ↓

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 03.11.2023 2:02 ↓

In this episode Brian discusses tax-free retirement investments. 

The Perfect Portfolio 02.11.2023 2:02 ↓

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

Outside The Box Investments 01.11.2023 2:01 ↓

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

Fixed Index Annuities 31.10.2023 2:02 ↓

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

You Can't It With You 30.10.2023 2:02 ↓

In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement. 

End Of Year Tax Planning Checklist 29.10.2023 51:49 ↓

In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist. 

Required Minimum Distributions 27.10.2023 2:01 ↓

In this 2-minute episode Brian discusses required minimum distributions, or RMDs. 

Private Non-Traded Equity REITS 26.10.2023 2:02 ↓

In this episode Brian discusses private non-traded equity REITS. 

Risk Tolerance 25.10.2023 2:01 ↓

In this 2-minute episode Brian discusses risk tolerance. 

The Strategy Of Safe Investments 24.10.2023 2:01 ↓

In this 2-minute episode Brian discusses the strategy behind safe investments. 

When To Pay Taxes 23.10.2023 2:01 ↓

In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.

THE END OF YEAR TAX PLANNNING CHECKLIST 23.10.2023 51:19 ↓

In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist. 

Revocable Living Trust 20.10.2023 2:01 ↓

In this 2-minute episode Brian discusses what a revocable living trust is and how it's used. 

Should You Pay Off Your Mortgage 19.10.2023 2:01 ↓

In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage. 

Charitable Gifting Plan 18.10.2023 2:01 ↓

In this 2-minute episode Brian discusses having a plan for charitable gifting. 

Your Financial Plan And Legacy 17.10.2023 2:01 ↓

In this 2-minute episode Brian discusses including your legacy into your financial plan. 

Is Your CPA Giving You Investment Advice? 16.10.2023 2:01 ↓

In this 2-minute episode Brian discusses why CPAs should not give investment advice. 

5 Strategies If We Enter Into A Recession 15.10.2023 51:53 ↓

 In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio. 

Required Minimum Distributions 13.10.2023 2:01 ↓

In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions. 

Pension Decisions 12.10.2023 2:02 ↓

In this 2-minute episode Brian discusses the decision of taking a pension as a lump sum or a monthly annuity.