Growing Your Wealth with Brian Evans

In this episode Jeff and Brian discuss why safe portfolios can be riskier than you think and the long term crisis for the wealthy. 

In this episode Jeff and Brian discuss why safe portfolios can be riskier than you think and the long term care crisis for the wealthy. 

In this episode Brian and Jeff discuss the real retirement healthcare risk - when the bill arrives. Also, the psychology of wealth in retirement, why your future self may not agree with the plan you're building today. 

In this episode Brian and guest, Danielle Meister discuss Solo Aging and The Widow's Tax - The Cost Of Not Planning

In this episode Jeff and Brian discuss estate planning for the 2M to 15M family. Also the Seattle tech wealth dilemma - should you diversify the stock that made you wealthy?

In this episode Brian and Jeff discuss why more people are re-thinking where they'll retire, and the CPA and advisor disconnect. 

In this episode Brian and Jeff discuss the future of wealth navigation - not accumulation, and why financial planning is becoming life design. 

In this episode Brian and Jeff discuss The Annuity Boom and DIY Retirement Planning - is saving the advisor fee actually costing you money?

In this episode Jeff and Brian discuss the wealth habit most people never build and the cost of financial drift - why doing nothing is a decision. 

In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have. 

In this week's episode Brian and Jeff discuss why Social Security timing is really a tax sequencing decision and the Ripple Effect - how one tax decision can raise your Medicare premiums. 

In this episode Jeff and Brian discuss the sandwich generation - when wealth starts moving in 3 directions. Also Roth conversions - when they work and when they backfire. 

In this episode Brian and Jeff discuss the truth about annuities and the silent truth of having too much money in the wrong place. 

In this episode Brian and Jeff discuss why high net-worth investors often underperform, and they also explore tax myths. 

In this episode Jeff and Brian discuss the strategies that built your wealth are not necessarily the ones that will preserve it. Also, why one retirement plan isn't enough anymore. 

In this episode Jeff and Brian discuss the purpose of diversification, and hot to hedge against inflation. 

In this episode, Brian and Jeff discuss the retirement red zone - the last 5 years before retirement and how it can affect the next 20. Also the soft inheritance trend - giving while alive. 

In this episode Jeff and Brian discuss when a great investment becomes a poor allocation and the accidental real estate plan.

In this episode Brian and Jeff discuss why women are becoming one of the most important forces in the future of wealth, and why financial confidence matters just as much as financial assets. 

In this episode Brian and Jeff discuss why successful people often struggle to enjoy retirement, and why lifestyle planning may be the most overlooked part of the retirement planning process. 

In this episode Brian and Jeff discuss the ever-changing Washington state tax landscape and how it affects high net-worth individuals. Also why tax efficiency gets more complex over 5 million dollars. 

In this episode Brian and Jeff discuss the retirement you didn't know you could afford, and why diversification matters more in retirement. 

In this episode Brian and Jeff discuss the investments you loved in your working years may not be loved as much in your retirement years and you may be able to do about it. 

In this episode Jeff and Brian discuss early retirement - why the danger begins after you quit working. Also the take that Uncle Sam rule of retirement, and scams targeting seniors. 

In this episode Jeff and Brian discuss the Tax Return Treasure Hunt, Part 7 , estate and legacy planning opportunities. Also retirement planning is evolving - is your advisor keeping up?