Podcast Episodes
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Tax Loopholes for the Rich #1: Economic Opportunity Zones Interview Matt Chancey CFP
Episode 240
Are you getting all the tax benefits possible? How about getting benefits after the taxable event?
Matt Chancey joins us to talk about Economic Oppor…
7 years, 5 months ago
Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy
Episode 239
Brynne has one child with special needs. How does this change the way she does her financial planning and investing?
In general, her plan is to "save…
7 years, 5 months ago
Creating Legacy Wealth from Real Estate
Episode 238
Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued bu…
7 years, 5 months ago
Self Directed IRA Investing, with Kirk Chisholm
Episode 237
What is the difference between a traditional IRA and a self-directed IRA?
Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Mone…
7 years, 6 months ago
Trends in Accounting and Finance, with Sean Stein Smith
Episode 236
FinTech is making an impact in the world if investing.
Dr. Sean Stein Smith joins us to share what he says are the three major trends in accounting a…
7 years, 6 months ago
Creating Cash Flow with Jack Bosch
Episode 235
Traditional thinking, as described by the industry and promoted by media, is to save in retirement accounts and live off of Social Security in your g…
7 years, 6 months ago
Investing for a Living with Roger Dowd
Episode 234
Wouldn't it be great if you could trade for a living? Roger Dowd traded for a living and shares his experiences, and warnings, for people who want to…
7 years, 6 months ago
How to Invest in a Business with Kelly Coughlin
Episode 233
Kelly Coughlin from EverydayCPA.com helps us understand investing from an owner/operator aspect, plus shares the 3 Stages when starting a successful …
7 years, 6 months ago
How to Invest in Tax Liens with Melanie Finnegan
Episode 232
When property taxes aren't paid, tax liens can be levied against the property. The liens are then sold to investors.
If the liens are not paid within…
7 years, 7 months ago
Listener Questions - Stock Buybacks, Investing with ETFs, HSAs for Retirement, and Figuring out When to Sell Your Stocks
Episode 231
The mailbag is full again, so we spent time answering your questions!
Justin asks: Is GM justified with cutting it's workforce when spending more tha…
7 years, 7 months ago