The Wealth Habit Most People Never Build
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.
Growing Your Wealth with Brian Evans
Tune in to Brian Evans as he shares his thoughts on investing and securing your retirement in his weekly radio broadcast, Growing Your Wealth with Brian Evans. For over 30 years, Brian and his staff have been helping families live out the retirements that they deserve by giving them experienced, common-sense advice.
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Problems With Oversimplified Retirement Plans
In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have.
Why Social Security Timing Is Really A Tax Sequencing Decision
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.
The Sandwich Generation - When Wealth Starts Moving In 3 Directions
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.
The Truth About Annuities
In this episode Brian and Jeff discuss the truth about annuities and the silent truth of having too much money in the wrong place.
Exploring Tax Myths
In this episode Brian and Jeff discuss why high net-worth investors often underperform, and they also explore tax myths.
The Strategies That Built Your Wealth Are Not Necessarily The Ones That Will Preserve It.
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.
The Purpose Of Diversification
In this episode Jeff and Brian discuss the purpose of diversification, and hot to hedge against inflation.
Why The 5 Years Before Retirement Can Determine The Next 20
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.
When A Great Investment Becomes A Poor Allocation
In this episode Jeff and Brian discuss when a great investment becomes a poor allocation and the accidental real estate plan.
Why Women Are Becoming One Of The Most Important forces In The Future Of Wealth
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.