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Financial Planning Basics with Kevin Couper

Financial Planning Basics with Kevin Couper



Are you on track to reach your financial goals? How do you know? In this episode, Adam Torres and Kevin Couper, CFP®,  Senior Vice President at Wealthspire Advisors, discuss financial planning basics…


Published on 5 years, 6 months ago

Financial Wellness Benefits Boost Employee Retention with Brandon Burton

Financial Wellness Benefits Boost Employee Retention with Brandon Burton



In today’s fluid workforce environment employee retention is a top priority for many companies. Often times creative benefit packages can be designed to boost employee satisfaction, leading to an inc…


Published on 5 years, 6 months ago

Managing Two Great Wealth Destroyers, Taxes and Family Members (that are not ready to handle it), with Gary Pinkerton

Managing Two Great Wealth Destroyers, Taxes and Family Members (that are not ready to handle it), with Gary Pinkerton



How did the Rockefellers manage to maintain wealth through generations? These tried and true strategies have been preserving fortunes for over 100 years. Adam Torres and Gary Pinkerton, President of …


Published on 5 years, 6 months ago

Turnkey Tax Lien Investing with Melanie Finnegan

Turnkey Tax Lien Investing with Melanie Finnegan



Why can’t buying tax liens be easy and efficient like purchasing a stock? Maybe it can be. Adam Torres and Melanie Finnegan, Owner & Founder at Tax Lien Wealth Solutions examine the model she develop…


Published on 5 years, 6 months ago

Park Your Money in Parking Assets to Produce Passive Income with Sam Wilson

Park Your Money in Parking Assets to Produce Passive Income with Sam Wilson



Have you ever considered investing in parking real estate assets? While your traditional multifamily housing gets most of the press, parking assets may be a good low risk alternative for diversifying…


Published on 5 years, 6 months ago

A New Take on the $17 Trillion Global Corporate Bartering Market with Stephen Meade

A New Take on the $17 Trillion Global Corporate Bartering Market with Stephen Meade



The corporate barter market is massive. Solutions that add value to the market and ease the flow of goods are highly sought after. In this episode Adam Torres and Stephen M. Meade, CEO & Founder at M…


Published on 5 years, 6 months ago

The B.A.B.E.S.' Guide to Generational Wealth, a Fresh Take on Money with Author M. Reese Everson, Esq.

The B.A.B.E.S.' Guide to Generational Wealth, a Fresh Take on Money with Author M. Reese Everson, Esq.



When someone passes it’s not usually an easy thing to deal with. Lots of decisions have to be made. But what happens when proper estate planning preparations aren't made? In this episode, Adam Torres…


Published on 5 years, 6 months ago

Negotiating Medical Office Space Leases Adds to the Bottom Line with Brian Perry

Negotiating Medical Office Space Leases Adds to the Bottom Line with Brian Perry



Negotiating medical office leases can be tricky. Using a professional can many times lead to significant savings over time. Adam Torres and Brian Perry, Commercial Agent focused on medical office spa…


Published on 5 years, 6 months ago

Sustainability Focused Investing with Maximilian Winter Founder & CEO at Neue Fund

Sustainability Focused Investing with Maximilian Winter Founder & CEO at Neue Fund



Investing in early stage companies that have a sustainability focus seems like it would create a win win scenario for many. Join Adam Torres for this episode to learn why Maximilian Winter, Founder &…


Published on 5 years, 6 months ago





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