Growing Your Wealth with Brian Evans

Overlooked Tax Breaks For Retirees 03.07.2023 52:50 ↓

In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want out of the stock and bond market. 

Planning A Legacy 03.07.2023 2:01 ↓

In this 2-minute episode Brian talks about a financial plan that includes your legacy. 

The Importance Of A Financial Plan 03.07.2023 2:01 ↓

In this 2-minute episode Brian talks about the importance of having a financial plan. 

Charitable Gifting Strategies 03.07.2023 2:01 ↓

In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan. 

Donate An RMD To Charity 03.07.2023 2:01 ↓

In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity. 

Put A Charity In Your Will 03.07.2023 2:01 ↓

In this 2-minute episode Brian talks about how to name a charity in your will. 

The Problem With After-Tax Funds and Retirement 03.07.2023 51:50 ↓

In this episode Brian discusses the problem with after tax funds and retirement that on one is talking about and if CPAs could give investment advice, what would they say? 

When Can I Retire 23.06.2023 2:01 ↓

In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire. 

Optimizing Your Social Security 22.06.2023 2:01 ↓

In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to. 

Selling A Business 21.06.2023 2:01 ↓

In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business. 

Rules Around Selling A Residence 20.06.2023 2:01 ↓

In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence. 

What Is The Market 19.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks. 

7 Stocks That Are Supporting The Market And How It Affects Your Strategy 18.06.2023 52:51 ↓

In this episode, Brian discusses the 7 stocks that make up 99.5% of the S&P 500 and how it may affect your strategy. Also, how to balance growing your assets and growing your income in retirement. 

Credit Shelter Trust 15.06.2023 2:01 ↓

In this episode, Brian discusses the credit shelter trust and what it is used for. 

1035 Exchange 14.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used. 

1031 Exchange 13.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.

Gifting Using a Fixed Index Universal Life Policy 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses gifting using an FIUL. 

Two Types Of Fixed Annuities 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow. 

4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies 12.06.2023 52:48 ↓

In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots. 

RMDs - Required Minimum Distributions 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses required minimum distributions from your portfolio. 

Minimizing Income Tax 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses how to minimize income tax liability. 

Tax Free Investing In Retirement 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement. 

Lifestyle Planning 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used. 

CPAs Shouldn't Give Investment Advice 12.06.2023 2:01 ↓

In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA. 

Tax Planning - What Advisors Are Getting Wrong 12.06.2023 52:21 ↓

In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance.