Growing Your Wealth with Brian Evans

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. 

In this episode Jeff and Brian discuss retirement risks that did not exist 20 years ago and how to prepare for potential inflation this Spring.

In this episode brain and Jeff discuss different types of advisors - which is right for you, and the the top 5 market risks that many DIY investors miss. 

In this episode Brian and Jeff discuss economic concerns for 2026 and what your CPA needs to know before they file your taxes. 

In this episode Brian and Jeff discuss the top retirement concerns being discussed online right now and last minute money moves to make before year end. 

In this episode Jeff and Brian discuss words of wisdom for turbulent times and the great stuff transfer. 

In this episode Brian and Jeff talk with Danielle Meister, the Host of Growing HER Wealth about money advice for women. Also the changing landscape for landlords in Washington. 

In this episode Brian and Jeff discuss what you need to know about the 5 years before and after retirement and alternative ways to add real estate to your portfolio. 

In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year. 

In this episode Jeff and Brian discuss 7 signs your retirement plan may not be right for you and what to know about 25 and 26 taxes.

In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work. 

In this episode Brain and Jeff discuss what you need to know about the markets today, and what to watch for before you  do your IRA to Roth conversion. 

In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.  

In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow. 

In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know. 

In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true. 

In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich. 

In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to talk about the non-financial side of retirement.  

In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning. 

In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money. 

In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan to retire. 

In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire. 

In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.

In this episode Brian and Jeff discuss a big market warning for retirees and how the real estate market is evolving for landlords. 

In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees. 

In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire. 

In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today. 

In this episode Brian and Jeff discuss how to prepare for a possible recession or recession and the hidden costs of early retirement. 

In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans. 

In this episode Charlie and Brian discuss parents against scams. 

In this episode Brian and Jeff discuss when seeking safety is actually risky, and how to plan for guilt-free spending in retirement. 

In this episode Brian and Charlie discuss the best investment you can make - in yourself. 

In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years of retirement. 

In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years in retirement.