Growing Your Wealth with Brian Evans

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Message History

Problems With Oversimplified Retirement Plans1 week

In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have.

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Why Social Security Timing Is Really A Tax Sequencing Decision2 weeks

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 Directions3 weeks

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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