Learn how to grow your wealth with Brian Evans, a CPA, and an advisor. For over 30 years, Brian and his staff have been helping families sustain themselves and their wealth based on the rules to sustain wealth Listen today as he shares important lessons that can help you grow your wealth correctly.
Latest Episodes
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 you...
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 backfi...
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.