The Long Game

In this episode with Rohit Agarwal we talk what we are seeing in the current lending markets and what to think through for each type of debt.

This is a special episode! I recently (in the last couple of weeks) took the head of community role at wealth.com. The second I saw this product and me the team, I was blown away with it. So I asked for this role and now got it. If you have not yet, go checkout wealth.com

In this episode with Sean O'Dowd we talk all things real estate investing: - How to pick a niche - Why cash flow matters - What you need to know when looking at different deals

In this Episode With Andy Panko, CFP®, RICP®, EA we talk some of the debates we see consumers and advisors having: - Permanent life insurance: the good, the bad, the use cases, etc. - Active vs passive investing - Different type of fee models - Worrying about tax refunds or not

In this episode with Brandon Hall, we talk all things utilizing real estate for tax planning: - active vs passive - short term vs long term rentals - Why it is such a powerful asset class - The tax benefits of real estate - why return on equity is a great metric for real estate - and so much more!

In this episode with Ben Lake, we talk: - why estate planning is so important for founders - estate planning moves to consider - revocable vs irrevocable trusts - the power of donating to charity - the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.

In this episode with Mark Cecchini, CFP, we talk: - what QSBS is - the benefits of it - how to qualify - 83(b) elections

In this episode with Barrett Linburg we talk: - What an opportunity zone is and what options you have to invest in them - All the tax benefits that exist - Why founders when selling should at least consider utilizing them - Whether you should do your own or work with a company - Why you need a great team around you to execute on this strategy

In this episode with George Acheampong Jr. we talk: - financial independence and the value of it - ways to get there faster - why increasing income should always be priority one - why understanding what matters and what your desired lifestyle is - the power of a high savings rate - the buy, borrow, die approach Go and give George a follow on twitter, linkedin, and instagram.

In this episode with Matt Chiappetta, CPA we talk: - whether you can hire your children or spouse - the do's and don'ts of hiring them - what to look out for - the tax benefits of doing it - and much more!