Wealth-Building Made Simple

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 strategy that gives parents flexibility, options, and peace of mind and gives their kids what they want...cash
Powered by Stone Hill Wealth Management

I was recently a guest on the Mansfield Chamber of Commerce's YouTube channel. 
We discussed: 
Inflation
How studying history gives you a leg up in business
How to protect your business and your money from inflation
Why it's probably not a good idea to trust what politicians say
...and more!
Powered by Stone Hill Wealth Management

Today's topics with Robert Lewis (Ink Realty)
What is an iBuyer service?
Does it ever make sense to use an iBuyer service?
Inflation and why so much money is going into real estate...and more
Powered by Stone Hill Wealth Management

Today's topics:
Bitcoin vs alt coins
My thoughts on SHIBA INI (coin)
Why I believe alt-coins won't compete with Bitcoin anytime soon as store of value
Powered by Stone Hill Wealth Management

Today's topics:
"Tax the rich" rhetoric has historically been a bad idea for economies
The rise of the digital nomad
American privilege is over
Powered by Stone Hill Wealth Management

Today's topics with Alison Reiff-Martin (ReiffMartin CPA):
More end of year tax tips
Why you may want to give appreciated stock instead of cash
Deep dive into donor advised funds
HSA and FSA benefits
...and more!
Powered by Stone Hill Wealth Management

Topics:
What is Bitcoin?
What makes it valuable?
How does the current financial system work?
What is the problem with the current financial system?
How Bitcoin fixes those problems
How to buy, sell, and store Bitcoin
...and more!
Powered by Stone Hill Wealth Management

Today's topics with Rob Lewis (Ink Realty)
Earnest money
Option periods
Title insurance
Closing dates
Why picking the wrong realtor might cost you tons of money
Powered by Stone Hill Wealth Management

Today's Topics with Jon Thurmond (Axis Financial):
Why reviewing your financial plan with your entire family is important?
How insurance companies might work with blockchain technology in the future to execute your planning wishes
 
Powered by Stone Hill Wealth Management
 

Today's topics:
Massive money printing around the world is causing the cost of living to rise faster than it has in the past.
Traditional asset classes that are the core of target date funds and index fund risk based strategies are expected to return less than they have in the past.
This makes it tougher to plan and invest to become and remain financially independent without adjusting your asset allocation strategy.
My team's thoughts on how to solve this problem...
Powered by Stone Hill Wealth Management

Today's Topic with Alison Reiff-Martin (ReiffMartin CPA)
How Bitcoin and crypto is taxed?
How to report and track taxes for crypto?
Will countries begin to compete for the crypto economy by more favorable tax rules?
Powered by Stone Hill Wealth Management

Today's Topics:
Bitcoin hits all time high
How to protect your money from inflation
Old world rules vs new world rules
Powered by Stone Hill Wealth Management

Today's topic with Robert Lewis (Ink Realty) : Steps in selling a home
Create clear goals
Create a plan based on your goals (the plan determines which offers to take)
List home
Contract negotiation process
Close
Powered by Stone Hill Wealth Management

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 making sure you kids get the money you intend for them to have if you pass early.
Powered by Stone Hill Wealth Management

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 Bitcoin ETF
Why most assets are just a derivative of the underlying currency of an economy
What makes a sound attractive currency
What does physics, space, economies, and currencies have in common
Powered by Stone Hill Wealth Management

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 with low rates and lots of money printing.
Specific inflation hedge stocks and Bitcoin might be a better hedge to protect portfolios in the current economic environment.
Powered by Stone Hill Wealth Management

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 becoming too expensive for the middle class to afford
Stage 4: Food, energy, and products eventually become too expensive for the middle class to afford comfortably
How to protect you and your family's wealthy during the insolvency process
Powered by Stone Hill Wealth Management

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 
Retirement accounts
Annuities
Powered by Stone Hill Wealth Management

Today's topics:
Standard oil
Amazon
Gold
Google
Bitcoin
Uranium
Lithium
Powered by Stone Hill Wealth Management

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 Management

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 health insurance plan designs for budget conscious families
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management

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 plan to deal with the ongoing tax volatility 
Powered by Stone Hill Wealth Management

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 Management

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 Hill Wealth Management

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 children
How to protect your health rates for future life insurance purchases
Powered by Stone Hill Wealth Management
 

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 Management

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 opportunities that most people aren't paying attention to
...and more
Powered by Stone Hill Wealth Management

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
 

Today's Topic:
What is resentment and how might it affect your money?
Strategies for overcoming resentment
Non offensive confrontation techniques
Powered by Stone Hill Wealth Management

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 Zuckerberg, Cathie Wood, Ray Dalio, Paul Tudor Jones, Stanley Druckenmiller, and Elon Musk all used to build wealth as investors
Powered by Stone Hill Wealth Management

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 Texas housing market?
Powered by Stone Hill Wealth Management

Today's topics with guest moderator Rob Lewis (Ink Realty):
What's causing the stock market to keep dropping?
What was the Year of Jubilee and how is it relevant today?
Can minimum wage fix the wealth gap?
Will Texas real estate prices keep going up?
Money is the "blood" of an economy...when it turns toxic it destroys and economy
Powered by Stone Hill Wealth Management
 

Today's topics:
Why do we care what other people think?
The truth is that most people don't think of us that much
How to free yourself from caring about what other people think
...and more!
Powered by Stone Hill Wealth Management

Today's Topic with Jon Thurmond (Axis Financial)
The difference between small businesses and large businesses
Why being able attract capital is important
How life insurance makes your business more attractive to banks
...and more
Powered by Stone Hill Wealth Management

Today's Topics:
Recapped episodes recorded this week
Ethereum
NFTs
Defi
Bitcoin
Lightning Network
Stablecoins and CDCs
How they fit in the macro picture
Powered by Stone Hill Wealth Management

Today's Topics with Alison Reiff-Martin (ReiffMartin CPA):
The Mega Backdoor Roth strategy
Getting more than $30,000 a year into a Roth
Where this strategy is the best fit
Powered by Stone Hill Wealth Management

Today's Topics:
Why do we stress and worry?
How to overcome stress and worry?
Why stress and worry can be useful if we use it as tool instead of allowing it to control us
Powered by Stone Hill Wealth Management

Today's topic with Jon Thurmond (Axis Financial)
Why does the IRS allow interest on cash in life insurance to grow tax free?
How insurance companies make money to pay death benefits
Powered by Stone Hill Wealth Management

Topics today:
Why truly confident people are the most humble
There is no growth without emotional pain
Why growth requires objectively assessing your current beliefs
Powered by Stone Hill Wealth Management

Episode topics:
How not feeling good enough affects your wealth building potential
Exercises to overcome not feeling good enough
How to speak and understand the language on wealth
 
Powered by Stone Hill Wealth Management

Today's Topics with Robert Lewis (Ink Realty)
Should I sell my current property before buying a new one?
Is it better to rent my home or sell it?
Negotiating strategies for buying and selling at the same time
Powered by Stone Hill Wealth Management

Today's Topics:
What's going on with the market today?
Does the news out of China affect my long term investment thesis?
What is the real value of a wealth manager?
Powered by Stone Hill Wealth Management

Today's topic:
Why Charlie is running for US Congress District 5
The problem with politics as usual today
The future is the public sector and private sector working together to solve society's big problems
And more....
Powered by Stone Hill Wealth Management

Today's topics with Alison Reiff-Martin (Reiff-Martin CPAs)
How to make a Home Stretch (tasty whiskey cocktail)
A system for organizing your business and personal finances
Why end of year cash flow planning is important
and more....
Powered by Stone Hill Wealth Management

Today's topics:
The most important money making principle I've learned
How to find a high paying career with lots of job security
Good places to look for good investments
Powered by Stone Hill Wealth Management

Today's topics with Rob Lewis (Ink Realty):
How should I prepare my home before selling it?
Is HGTV a good source for home selling ideas?
Does staging a home increase the value?
The two areas of a home to focus on to increase its value
...and more
Powered by Stone Hill Wealth Management

Today's topics with Jon Thurmond (Axis Financial):
Does your work give you a paycheck if you're disabled?
What does disability insurance cover?
What are the different types of coverage?
Disability insurance coverage for business owners?
Powered by Stone Hill Wealth Management
 

Questions asked and topics discussed:
My thoughts on Cathie Wood's Ark funds
Should investors be worried about inflation?
What are the impacts of all this money printing?
What investment opportunities do I see today?
What backs the US dollar?
Why it's important to keep a few millennials in your life and more...
Powered by Stone Hill Wealth Management 

Today's Topics:
The asset class I believe will provide the best return over the next decade
How I decide which crypto assets to invest in out of the seemingly 8,000+ options
My "don't bet unless you know" philosophy
Powered by Stone Hill Wealth Management