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Growing Your Wealth with Brian Evans

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Message History

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. 


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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. 


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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. 


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Exploring Tax Myths

In this episode Brian and Jeff discuss why high net-worth investors often underperform, and they also explore tax myths. 


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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. 


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