Growing Your Wealth with Brian Evans

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? 

In this episode Jeff and Brian discuss The Tax Return treasure Hunt Planning Opportunities part 6 - business partnerships and K-1 income. Also why retirement planning doesn't stop when you retire. 

In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retirement pay cut that nobody talk about - inflation. 

In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for a discussion on target date funds. 

In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising and your portfolio rising as well. 

In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfolio is dead. 

In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking social security. 

In this episode Brian and Jeff discuss inflation is not dead and retirees feel it the most. Also the millionaires income tax in Washington, what it really hits. 

In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax. 

In this episode Brian and Jeff discuss the DOW hitting 50,000 - what that means. Also Brian answers listener questions. 

In this episode Brian and Jeff discuss the 4 pillars that make Madrona Financial unique and common retirement myths and misconceptions. 

In this episode Brian and Jeff discuss the 4 pillars  of differentiation of Madrona Financial and common retirement myths and misconceptions. 

In this episode Brian and Jeff discuss why high net worth investors often underperform after they've won and they explore tax myths. 

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

In this episode Brian and Jeff discuss how financial plans should work and they can be abused. Also understanding the tools not available to the DIY investor. 

In this episode Brian and Jeff discuss bear market strategies that can help if things go wrong and common financial mistakes people make that prevent prevent them from enjoying retirement.