Podcasters: Steve Cosio and Phillip Washington, Jr. “A lot of people with high IQs are terrible investors because they’ve got terrible temperaments. You need to keep raw, irrationa...

Podcasters: Steve Cosio and Phillip Washington, Jr.    The power of wealth is not in the symbol (the asset).  The power is in the mindset necessary to attract and keep in orbit all...

Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr.   Some people find the process of listing their primary property stressful.  Imagine the potential stress in the process o...

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Income replacement is one pile of money you will need retirement.  The other big pile of money is for health care needs whic...

Podcaster: Phillip Washington, Jr.   You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in...

Podcasters: Alison Reiff-Martin CPA and Phillip Washington, Jr.    One of the biggest problems (if not the biggest problem) for business owners right now is attracting and retainin...

Podcasters: Jason Grimes and Phillip Washington, Jr.   Many families who purchase $1M+ homes are in a position to buy that size home because they have been wise with money.  Jason ...

Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr.    So you're ready to sell your home.  Great.  What's the first step? Rob shares his thoughts on what steps homeowners c...

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Financial advice is very specific to where each person is in their wealth-building journey.  This is what Jon shares today o...

Podcasters: Phillip Washington, Jr.    "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." — Warren Buffett...

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.   Rising costs have a potential to blow holes in plans if the plan is not periodically reviewed and adjusted. Aliso...

Podcasters: Jason Grimes and Phillip Washington, Jr.    The interest rate you pay is only one input into whether to buy real estate or not.  It's not even the most important one in...

Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr.    The real estate market can be your slave or your master.  Only you get to decide.  Rob shares his thoughts on how to ...

Podcasters: Jon Thurmond and Phillip Washington, Jr.   Business partners join together their resources to serve the community in some business capacity.   What happens if one partn...

Podcaster: Phillip Washington, Jr.    "There will be bear markets about twice every 10 years and recessions about twice every 10 or 12 years but nobody has been able to predict the...

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    “Life’s persistent and most urgent question is “What are you doing for others?” –Martin Luther King Jr.   Powere...

Podcasters: Jason Grimes and Phillip Washington, Jr.    "Millionaires and billionaires are made in recessions." -Jason Grimes   Powered by On Time Lending and Stone Hill Wealth Man...

Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr.    The market seemed to change overnight and buyers and sellers may want to adjust to the new rules to gain an advantage...

Podcasters: Jon Thurmond and Phillip Washington, Jr.    If you have a term life insurance policy, you probably get emails or letters in the mail asking if you want to convert your ...

Podcasters: Phillip Washington, Jr.    Don't be a competitor.  Be a Creator.  That small difference will significantly enhance your ability to manage large sums of money with littl...

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr   Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors,...

Podcasters: Jason Grimes and Phillip Washington, Jr.    With debt you are the servant.  With leverage you are the master.     Powered by On Time Lending and Stone Hill Wealth Manag...

Podcasters: Steve Cosio and Phillip Washington, Jr.   What do Jeff Bezos, Elon Musk, Bill Gates, John D Rockefeller, Henry Ford, and Andrew Carnegie all have in common? They all ha...

Podcaster: Phillip Washington, Jr.    "Mo' money, mo' problems" is a classic by the late great philosopher Christopher Wallace (RIH).  For some people that's true, for other's no s...

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    Topics: Valuing crypto assets on the balance sheet Tax impact for sales The effects on getting loans Powered by ...

Podcasters: Jason Grimes and Phillip Washington, Jr.  Topics:  Higher prices More entertainment options More out of staters Lots of money made along the way for wise business peopl...

Podcasters: Rob L Lewis, Jr. and Phillip Washington, Jr.    Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.   Jon and Phillip discuss why their successful clients buy life insurance on their children to give them a head start in life. ...

Podcasters: Phillip Washington, Jr.  “In investing, what is comfortable is rarely profitable.” — Robert Arnott Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Topics: How to read a business and individual tax return Using your tax return as a planning tool instead of a repo...

Podcasters: Jason Grimes and Phillip Washington, Jr. "Inflation is a tax on ignorance."   Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr.    A strategy for potentially getting a leg up in the home-buying process.     Powered by Ink Realty and Stone Hill Wea...

Podcasters: Jon Thurmond and Phillip Washington, Jr.  As most business owners know, it is not inexpensive to pay for group health insurance plans.  Business owners also know in ord...

Podcaster: Phillip Washington, Jr. “I believe that successful investing is essentially a battle that takes place in the investor’s Mind. A battle between Faith in the Future (Love)...

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    Topics: Fed interest rate hikes and how it affects business lending rates Restructuring debt and the tax impact ...

Podcasters: Jason Grimes and Phillip Washington, Jr.   Topics: What exactly is an ARM mortgage? When is it appropriate to use that product? What are the pros, cons, and risks? Powe...

Podcasters: Rob L Lewis and Phillip Washington, Jr.  Topics: HVAC maintenance Water heater maintenance  Yard work  ...and more   Powered by Ink Realty and Stone Hill Wealth Managem...

Podcasters: Jon Thurmond and Phillip Washington, Jr.  Topics: Affordable Care insurance Faith-based plans Short term plans Group coverage   Powered by Axis Financial and Stone Hill...

Podcaster: Phillip Washington, Jr.    Spoiler alert...Security does not comes from having cash, a certain amount of money in your 401(k), or any other outside expression.  It must ...

Today's Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.   It's tough to know if you're on track with your business financial goals if you don't know your numbers. ...

Podcasters: Jason Grimes and Phillip Washington, Jr.   Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Steve Cosio and Phillip Washington, Jr.  The world keeps evolving even if we don't.  If we don't want to get left behind financially, we have to learn how to tune in.  ...

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Powered by Axis Financial and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr.   I often hear people say, "Isn't it too late to start a podcast?"  My response is always, "It has not even gotten started yet.  We are SUPER ear...

Podcasters: Susana Gibb and Phillip Washington, Jr.  With more and more small businesses utilizing online stores and drop shipping to deliver products, it's becoming more important...

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    I can barely pronounce cost segregation, but thank God for Alison.  She does a great job explaining what it mean...

Podcasters: Jason Grimes and Phillip Washington, Jr.    What most people pay monthly to their mortgage company does not just include principal and interest.  There are a few other ...

Podcasters: Robert Lewis and Phillip Washington, Jr.    Home equity is one of the two largest assets on American's balance sheet (the other being their 401(k)).  It's important to ...

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Life insurance has many benefits embedded in the tax code.  Jon explains how the 1035 exchange allows insurance owners to tr...