Growing Your Wealth with Brian Evans

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? 

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.