Wealth-Building Made Simple

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. Alison shares her thoughts on a few things business owners should think about reviewing in their plan to make sure they stay on track with their business exit strategy.  
 
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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 Jason's book.  There's a different between building equity and what interest rate you pay.  They don't necessarily correlate.  
 
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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 allow the market to serve you in this current economic environment.  
 
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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 partner can no longer work in the business?  Where does the other partner (s) find the cash to buy them?
This is what Jon and Phillip discuss today. 
 
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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 them reliably. So the best thing to do is to buy when shares are thoroughly depressed and that means when other people are selling." -John Templeton
 
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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.
 
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Podcasters: Jason Grimes and Phillip Washington, Jr. 
 
"Millionaires and billionaires are made in recessions." -Jason Grimes
 
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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.  Rob shares his thoughts and some ideas on how to get that advantage.  
 
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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 term.  Jon explains what that means and how his clients decide when it's time to convert their term insurance. 
 
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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 little to no stress and tons of peace of mind.  
 
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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, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.  
 
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Podcasters: Jason Grimes and Phillip Washington, Jr. 
 
With debt you are the servant.  With leverage you are the master.  
 
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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 have faith in the future.  It's a requirement to be a successful investor.  No short cuts around it.
 
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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 so much in my experience as a wealth manager advising wealthy families. 
 
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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
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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 people and investors
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Podcasters: Rob L Lewis, Jr. and Phillip Washington, Jr. 
 
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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.  
 
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Podcasters: Phillip Washington, Jr. 
“In investing, what is comfortable is rarely profitable.” — Robert Arnott
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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 report card
How mid year tax return planning can help business owners better hit their year end goals
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Podcasters: Jason Grimes and Phillip Washington, Jr.
"Inflation is a tax on ignorance."
 
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Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. 
 
A strategy for potentially getting a leg up in the home-buying process.  
 
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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 order to be competitive they have to offer something.  
Jon shares with Phillip some ideas on benefits that businesses can offer employees that don't have to cost the business any money. 
 
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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) and fear of the future. And in the end, the investor’s lifetime return will be to a very great extent governed by which of these impulses wins.” -Nick Murray
 
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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
The importance of having strong cash-flow to weather any storms
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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?
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Podcasters: Rob L Lewis and Phillip Washington, Jr. 
Topics:
HVAC maintenance
Water heater maintenance 
Yard work 
...and more
 
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Podcasters: Jon Thurmond and Phillip Washington, Jr. 
Topics:
Affordable Care insurance
Faith-based plans
Short term plans
Group coverage
 
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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 come from within.  Only then can we be assured that it cannot ever be taken from us under ANY circumstances.  
 
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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.  Alison and Phillip discuss the importance of reviewing your business finances monthly and why it can help you with more accuracy reach your business financial goals.
 
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Podcasters: Jason Grimes and Phillip Washington, Jr.
 
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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.  Steve and Phillip discuss that on today's episode. 
 
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Podcasters: Jon Thurmond and Phillip Washington, Jr. 
 
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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 early."
 
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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 to have coverage to pay for items if they get lost on the way to your customer.  Susana explains that coverage on today's episode. 
 
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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 means, (how to say it), and why it's useful for investors who buy commercial properties.  -Phillip Washington, Jr.
 
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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 items most are paying for included in that one big. payment.  Jason breaks those items down for the listeners on today's episode.  
 
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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 understand how to use it to improve your overall financial situation. 
 
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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 transfer value from one contract to another contract without taxes.  
 
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In the past, you had to manage your own 401(k) or use the professional services offered by the 401(k) company that you did not choose.  Now you're able to have your wealth manager manage your 401(k) for you without having to move your 401(k).
 
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Podcasters: Susana Gibb and Phillip Washington, Jr.
 
What is business income insurance and how is that different than disability insurance?  Susana breaks this down for Phillip and the audience on this episode.  
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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 
"Where your attention is, so is your treasure."
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Podcasters: Jason Grimes and Phillip Washington, Jr. 
 
One affects your credit score and one does not, but what is the difference?  Jason Grimes breaks it down on this episode.
 
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Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr. 
Understanding the difference between a subdivision, a neighborhood, and master planned community can help you in your buying decision when a consideration is long term value. 
 
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Today's Podcasters: Jon Thurmond and Phillip Washington, Jr. 
 
People are living longer, health care costs are rapidly rising, and medical expenses are taking a bigger chunk of retirees income in retirement.  Jon Thurmond shares his thoughts on how he sees his clients protecting their portfolios from medical expenses using long term care insurance. 
 
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Today's Podcast: Phillip Washington, Jr.
The concept of "retirement" is changing and so is the way savvy investors are planning for it.  
 
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Today's Podcasts: Susana Gibb and Phillip Washington, Jr.
Susana and Phillip discuss what seepage coverage is and what it covers?
 
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Today's Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 
 
With more businesses become comfortable with employees working from home indefinitely (which is a recruiting differentiator), Alison shares some ideas she sees that allow business owners to create unique "benefit packages" for their employees working from home.  
 
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Today's Podcasters: Robert Lewis, Jr. and Phillip Washington Jr.
They discuss #1 searched term for homebuyers and how that information might help buyers and sellers in the home-buying process.  
 
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This is the question many homeowners and potential homeowners are asking themselves right now.  
 
Today's podcasters: Robert Lewis, Jr. and Phillip Washington, Jr. 
 
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