Jan 31, 2020
Want to know how most financial advisors communicate with their clients?
A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors.
Jan 24, 2020
Are you looking at economic opportunity zone investments for your capital gains?
This episode is for you.
Want to know how the rich take advantage of the tax code to grow their wealth?
This episode is for you.
Not familiar with what I'm talking about?
Put on your earphones and listen to this interview with...
Jan 17, 2020
Have you ever wondered how people buy real estate with no money down?
Me too.
That's why we interviewed expert Chris Prefontaine about buying real estate on terms. He talks about the three best ways to buy real estate without putting cash down and reducing your risk on your investments in real estate.
Jan 10, 2020
Do you work in a profession that is at high risk for lawsuits?
Do you worry about creditors taking advantage of your wealth?
Do you want to take a trip to a beautiful destination and write it off as a tax deduction?
This is an exciting episode where we explore the idea of using international asset protection strategies...
Jan 3, 2020
Happy New Year!!! Welcome to the new decade of 2020.
We are starting off the new year on the right foot by discussing the best way to create your financial new year's resolutions. Listen to our panel of experts with decades of experience helping people succeed. We have a great list of books that are great tools to help...