Today's topics with Jon Thurmond (Axis Financial): Is it okay to make my minor kids the primary or contingent beneficiaries of my life insurance policy? A better strategy for maki...
#AskPhillip
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.
Oct 19th, 2021
Today's topic with Robert Lewis (Ink Realty) : Steps in selling a home Create clear goals Create a plan based on your g...View Details
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Today's topics: My thoughts on the new Futures Bitcoin ETF Difference between this ETF and GBTC (Grayscale's Bitcoin Trust) Difference between this Futures Bitcoin ETF and a Spot B...
Oct 15th, 2021
Rethinking the traditional retirement portfolio
Today's topics: The biggest risk to retirees is not market volatility...it's the cost of living rising faster than their income. Bonds aren't as "safe" as retirees think in world w...
Oct 14th, 2021
America is already insolvent...most just don‘t know it yet
Today's topics: Stage 1: American manufacturing jobs outsourced Stage 2: American service jobs started the process of being outsourced Stage 3: American assets being bid up and bec...
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) We breakdown how each major asset class is taxed when inherited: Real estate Stocks (public and private ownership) Bonds ...
Oct 13th, 2021
How to spot big money making investing opportunities
Today's topics: Standard oil Amazon Gold Google Bitcoin Uranium Lithium Powered by Stone Hill Wealth Management
Oct 12th, 2021
The step by step home buying process simplified
Today's Topics with Robert Lewis (Ink Realty): Steps for buying a home When will the housing market cool off in Texas? Texas is Bitcoin country! Powered by Stone Hill Wealth Manag...
Today's Topic with Jon Thurmond (Axis Financial) Open enrollment for health insurance and what that means How to get coverage when you have pre existing conditions Affordable heal...
Today's Topics: You don't need $50,000 to buy Bitcoin The truth about the debt ceiling Tipping on Twitter using Cash App or Bitcoin A few of my main sell rules for investing Powere...
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA) Tax law changes coming next year Strategies for preparing for those changes Why it's important to have a good team and pl...
Oct 6th, 2021
What determines the price of your home?
Today's Topics with Rob Lewis (Ink Realty): What determines the price of your home? How do I know what price to list my home? More on first principles Powered by Stone Hill Wealth...
Today's topics: What are first principles? A few first principles of investing Why understanding first principles increase your odds of making money in investing Powered by Stone H...
Oct 5th, 2021
Tax-free wealth for your children‘s children
Topics Today with Jon Thurmond (Axis Financial): A planning strategy to transfer money out of your pre tax traditional IRA and create a tax free inheritance for your children's ch...
Oct 4th, 2021
Investing in China is overrated
Today's topic: My bet...China won't be the leader of the new world The time tested principles of money They key to being an excellent investor Powered by Stone Hill Wealth Managem...
Oct 1st, 2021
Macro Opportunities: Investing in Lithium and Uranium
Today's Topics: The five big 10 to 30 year investing trends I see The European energy crisis The impact of supply chain and labor shortages Renewable energy investment opportunitie...
Sep 30th, 2021
A list of 4th quarter 2021 tax planning ideas
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA): Strategies for reducing taxes before the end of the year Powered by Stone Hill Wealth Management ...
Sep 29th, 2021
EQ series: Strategies for dealing with resentment
Today's Topic: What is resentment and how might it affect your money? Strategies for overcoming resentment Non offensive confrontation techniques ...
Today's Topics: How the majority of billionaires invested their way to wealth The trap uniformed investors fall for that make other people rich The strategy Jeff Bezos, Mark Zucker...
Sep 28th, 2021
Should I build a new home or buy an existing property?
Today's topics with Rob Lewis (Ink Realty) Should I build a new home or buy an existing home? What are the factors to consider when making this decision? What's the trend of the ...
