All episodes

Today's topics: How I determine how much life insurance my family needs? What happens if both me and my spouse pass while our kids are young? Where we plan to store our long term ...

Today's topics: What is standard deviation? How we use it to target returns for portfolios How we use standard deviation in everyday life Powered by Stone Hill Wealth Management

Today's topics with Alison Reiff-Martin (ReiffMartin CPA) How and why the balance sheet is organized the way it is What are fixed assets How successful business owners use their f...

Today's topics with Jason Grimes (The Grimes Group) The wealthy mindset vs the high income mindset What Jay Z learned over the years that propelled him to billionaire status Why w...

Today's topics with Robert Lewis (Ink Realty) "I own a home.  I'm ready to invest in real estate outside of my home.  What's the next steps?  How do I get started?" Powered by Ink...

Becoming your own bank

Today's topics with Jon Thurmond (Axis Financial)   Why wealthy families use other people's money to invest How to use the banking system instead of the system using you Powered b...

Today's topics: What are NFTs at their core? The parallel to Baby Boomers and their "67 Chevys" The specific NFT assets I have my eyes on The high return opportunities of having ca...

Today's topic with Alison Reiff-Martin (ReiffMartin CPA) How to manage inventory How to turn inventory into cash How to calculate if you are holding on to inventory for too long P...

Today's Topics with Jason Grimes (Grimes Group): The math around refinancing An example of when the math works to improve a person's financial life Powered by On Time Lending and ...

Today's topics with Robert Lewis (Ink Realty): The best book I've read on wealth-building The difference between being a business owner and being self employed What wealthy famili...

Today's topics: $1,000,000 is not a lot of money anymore How much income $1,000,000 replaces The math I (Phillip) uses to determine how much money is needed to replace a certain a...

Today's topics: Money is energy The laws of nature don't change History doesn't repeat, but it rhymes Strategic diversification with history as your guide Happy New Year! Powered b...

Today's topics with Alison Reiff-Martin (ReiffMartin CPA): What are accounts receivables? Strategies for converting account receivables to cash Why not having an accounts receivab...

Today's topics: Diversification...The path to wealth with peace of mind Powered by Stone Hill Wealth Management

Today's topic with Robert Lewis (Ink Realty) The different asset classes when investing in residential real estate Powered by Stone Hill Wealth Management

Today's topics with Jon Thurmond (Axis Financial) What ways can I access my life insurance cash value? Why life insurance companies are some of the most secure financial instituti...

Today's topics: The evolution of our current financial system How to spot when a financial system is dying My thoughts on the new financial system being built Powered by Stone Hill...

Today's topics with Alison Reiff-Martin CPA (ReiffMartin CPA) Why cash is King, but credit is Queen How to determine how much cash you should been in your business bank account Wh...

Topics: How money is created Why collateral in a financial system is SUPER important The collateral of the emerging financial system Powered by Stone Hill Wealth Management

Today's topics with Robert Lewis (Ink Realty) Why it's a good time to sell now Where do I buy if I sell my house? Powered by Stone Hill Wealth Management  

Today's topics with Jon Thurmond (Axis Financial) What is a term conversion? How does it work? When should I look into converting my term coverage? Powered by Stone Hill Wealth Ma...

Today's topics: What is index investing? Why it's done so well over the pat 30 to 40 years Why I don't believe it will turnout the same in the future Powered by Stone Hill Wealth M...

Today's topics with Alison Reiff-Martin CPA (ReiffMartin CPA) The difference parts of a business balance sheet Why every business owner should pay attention to their balance sheet...

Topics today: Asset classes I like in this current economic environment The power of compound interest Why many investors never build wealth Powered by Stone Hill Wealth Managemen...

Today's topic with Robert Lewis (Ink Realty) Shorting the dollar and buying real estate The 3 types of money  Owning real estate without having to manage the properties yourself T...

Today's topic with Jon Thurmond (Axis Financial) The pros and cons of a high deductible and low deductible health insurance plan Why health insurance costs so much How to potentia...

Today's topics with Trey Sellers (Unchained Capital) What is multisig and how does it work? Why is it more secure to use multisig versus keeping my Bitcoin on an exchange? Estate p...

Today's topic with Alison Reiff-Martin CPA (ReiffMartin CPA) What are the tax implications of owning investments through my business? How much cash should a business owner keep on...

Today's topics with Jon Thurmond (Axis Financial) Most millennials don't know what it's like to earn real interest on their savings The reality of being forced to risk all of your...

Today's guest host Robert Lewis (Ink Realty)   Powered by Stone Hill Wealth Management

Today's topics: Should I be panicking about last week and today's stock market drops? What does meditation have to do with investing? Powered by Stone Hill Wealth Management

Today's topic: The history of the Eurodollar and how money evolves over time.   Powered by Stone Hill Wealth Management

Bitcoin 101 for Boomers

Today's questions answer with guest host Alison Reiff-Martin, CPA (ReiffMartin CPA) How would you address the security and anonymity aspect of Bitcoin? How would you address the fa...

Today's topics: Why many people struggle with managing their money My money management system updated Dedicating just 4 to 8 hours a year on managing your money has the ability to...

Today's topics with Robert Lewis (Ink Realty): What down payment do I need when buying a primary residence? What down payment do I need when buying an investment property? How do ...

Today's topics with Jon Thurmond (Axis Financial) Current inflation concerns How that affects your life insurance planning What the perfect life insurance product would look like ...

Powered by Stone Hill Wealth Management

Topics: My 1/3rd, 1/3rd, 1/3rd investment allocation rule What are the best areas to look for good stock ideas? Powered by Stone Hill Wealth Management

Topics: When do I know if I'm over diversified I recently bought Bitcoin via cash app... What is the process of moving it from my app to my own personal wallet? Powered by Stone Hi...

Today's topics with Rob Lewis (Ink Realty) The big opportunities in real estate investing Areas in DFW that are primed for big growth The cycles of suburb growth Powered by Stone ...

Today's topics: What’s the most important character trait of a good investor? Is having a mentor better than having school lessons? Powered by Stone Hill Wealth Management

Today's topics: Asset allocation decisions Should I rebalance my portfolio? What is a debt-based financial system? Powered by Stone Hill Wealth Management

Today's topics: One method I use to estimate my price target for Bitcoin Bitcoin as the gold of digital finance The historic gold to currency ratio used by central banks and banks...

Today's topics: The ABC's of wealth building Bet on truth instead of trying to predict Don't make decisions out of fear or greed Be still and patient Powered by Stone Hill Wealth ...

Today's topics with Robert Lewis (Ink Realty) How wealthy people strategically use their balance sheet Why some of Dave Ramsey's debt advice falls short in today's economic enviro...

Today's topic with Jon Thurmond (Axis Financial) What happens to the money you invest in a business if the owner or the key people running the business die? A big overlooked risk ...

The new big short

Today's Topics: Every major government is in debt up to their eyeballs What this means for your investments My strategy for protecting assets from government defaults or devaluatio...

Today's Topic with Alison Reiff-Martin (ReiffMartin CPA) Using a Donor Advised Fund to save money in taxes when selling your business Bunching your giving into one year to reduce ...

Today's Topics: My thoughts on Peloton stock and the recent crash  Why investing psychology and mindset is the. most important skill in investing Powered by Stone Hill Wealth Mana...

Older Episodes »

Podbean App

Play this podcast on Podbean App