It seems like most "financial experts" would much rather appear "smarter" than everyone else instead of helping the public in plain English understand how money and investing actually works. So I created this podcast to explain these topics in a simple way so that anyone can understand, no matter if they have $10 dollars or $10 million dollars to invest.
Today's topics with Robert Lewis (Ink Realty): What down payment do I need when buying a primary residence? What down p...View Details
Nov 29th, 2021
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 ...
Nov 23rd, 2021
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Nov 23rd, 2021
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
Nov 23rd, 2021
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 ...
Nov 22nd, 2021
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...
Nov 17th, 2021
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 ...
Nov 16th, 2021
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 ...
Nov 12th, 2021
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...
Nov 9th, 2021
Today's topics with Robert Lewis (Ink Realty) Reimagining and rebuilding the black neighborhood The Black Cheers Black homeownership White flight A few black neighborhoods in DFW ...
Today's topics with Jon Thurmond (Axis Financial) Why retirement and education accounts have so many restrictions? A flexible approach to saving for your children's future How lif...
Nov 5th, 2021
Today's Topics: The simple definition of money Why good mental and emotional health is required to build and maintain wealth Powered by Stone Hill Wealth Management
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) What is a family limited partnership? When does it make sense to consider setting one up? How a family limited partnershi...
Today's topics with Jon Thurmond (Axis Financial) Many adults today don't want to live in the home their parents plan to leave them as an inheritance A simple estate planning stra...
