Episodes

Monday Dec 27, 2021
Different uses of the cash in a permanent life insurance policy
Monday Dec 27, 2021
Monday Dec 27, 2021
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 institutions
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Friday Dec 24, 2021
The lifecycle of a financial system
Friday Dec 24, 2021
Friday Dec 24, 2021
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
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Thursday Dec 23, 2021
Cash is King, but credit is Queen
Thursday Dec 23, 2021
Thursday Dec 23, 2021
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
What do you do when you have too much cash
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Wednesday Dec 22, 2021
How is money actually created?
Wednesday Dec 22, 2021
Wednesday Dec 22, 2021
Topics:
How money is created
Why collateral in a financial system is SUPER important
The collateral of the emerging financial system
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Tuesday Dec 21, 2021
Is now a good time to sell my home?
Tuesday Dec 21, 2021
Tuesday Dec 21, 2021
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?
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Monday Dec 20, 2021
What is a term conversion (life insurance)?
Monday Dec 20, 2021
Monday Dec 20, 2021
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?
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Friday Dec 17, 2021
The death of index investing
Friday Dec 17, 2021
Friday Dec 17, 2021
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
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Thursday Dec 16, 2021
Understanding a business balance sheet
Thursday Dec 16, 2021
Thursday Dec 16, 2021
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
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Wednesday Dec 15, 2021
The power of compound interest
Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
Topics today:
Asset classes I like in this current economic environment
The power of compound interest
Why many investors never build wealth
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Tuesday Dec 14, 2021
Shorting the dollar and buying real estate
Tuesday Dec 14, 2021
Tuesday Dec 14, 2021
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
The math behind real estate investing
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Monday Dec 13, 2021
High deductible vs low deductible health insurance plans
Monday Dec 13, 2021
Monday Dec 13, 2021
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 potentially reduce your cost of health insurance
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Friday Dec 10, 2021
How to securely store your Bitcoin
Friday Dec 10, 2021
Friday Dec 10, 2021
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 planning for families with Bitcoin
Borrowing Bitcoin with low to no third party risk
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Thursday Dec 09, 2021
The tax impact of holding investments in a business
Thursday Dec 09, 2021
Thursday Dec 09, 2021
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 hand in the business?
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Wednesday Dec 08, 2021
Life insurance as an alternative savings account with Jon Thurmond
Wednesday Dec 08, 2021
Wednesday Dec 08, 2021
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 savings to earn interest
Life insurance as alternative savings account
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Tuesday Dec 07, 2021
”Do I need a realtor to buy a new construction home?”
Tuesday Dec 07, 2021
Tuesday Dec 07, 2021
Today's guest host Robert Lewis (Ink Realty)
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Monday Dec 06, 2021
My thoughts on the recent market sell off
Monday Dec 06, 2021
Monday Dec 06, 2021
Today's topics:
Should I be panicking about last week and today's stock market drops?
What does meditation have to do with investing?
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Friday Dec 03, 2021
Before there was Bitcoin...there was the Eurodollar
Friday Dec 03, 2021
Friday Dec 03, 2021
Today's topic: The history of the Eurodollar and how money evolves over time.
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Thursday Dec 02, 2021
Bitcoin 101 for Boomers
Thursday Dec 02, 2021
Thursday Dec 02, 2021
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 fact that Bitcoin isn't backed by anything?
Is Bitcoin a speculative or true investment?
How would you handle the tax reporting requirements for crytpo?
AMC is now allowing purchase of movie tickets with cryptocurrency... how do you get educated on the tax implications of what happens when you buy the ticket?
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Wednesday Dec 01, 2021
My updated money management system (for business owners)
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
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 significantly improve the amount of wealth you build over time and peace of mind
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Tuesday Nov 30, 2021
Speculating on land as an investment
Tuesday Nov 30, 2021
Tuesday Nov 30, 2021
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 I increase my odds of making money when speculating on land?
How the insiders play the game of land speculation
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Monday Nov 29, 2021
How inflation impacts how much life insurance we need
Monday Nov 29, 2021
Monday Nov 29, 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
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Tuesday Nov 23, 2021
The key to getting everything you WANT is to not NEED it
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
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Tuesday Nov 23, 2021
How I split my balance sheet into 3 buckets
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
Topics:
My 1/3rd, 1/3rd, 1/3rd investment allocation rule
What are the best areas to look for good stock ideas?
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Tuesday Nov 23, 2021
”What do I do with my Bitcoin after I buy it?”
Tuesday Nov 23, 2021
Tuesday Nov 23, 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?
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Tuesday Nov 23, 2021
Big opportunities in residential real estate investing in DFW
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
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
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Monday Nov 22, 2021
Money is attracted to people with the right energy
Monday Nov 22, 2021
Monday Nov 22, 2021
Today's topics:
What’s the most important character trait of a good investor?
Is having a mentor better than having school lessons?
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Friday Nov 19, 2021
How the best professional money managers think about asset allocation
Friday Nov 19, 2021
Friday Nov 19, 2021
Today's topics:
Asset allocation decisions
Should I rebalance my portfolio?
What is a debt-based financial system?
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Thursday Nov 18, 2021
The math behind my Bitcoin 10 year price target of $3,000,000 per coin
Thursday Nov 18, 2021
Thursday Nov 18, 2021
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 in US
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Wednesday Nov 17, 2021
The building blocks of wealth building for investors
Wednesday Nov 17, 2021
Wednesday Nov 17, 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
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Tuesday Nov 16, 2021
Learning to manage your entire balance sheet strategically
Tuesday Nov 16, 2021
Tuesday Nov 16, 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 environment
Outside of the box strategies for building wealth
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Monday Nov 15, 2021
Protecting your business investment from the death of a key person
Monday Nov 15, 2021
Monday Nov 15, 2021
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 to losing your money when investing in a private business
A life insurance policy to reduce or eliminate that risk
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Friday Nov 12, 2021
The new big short
Friday Nov 12, 2021
Friday Nov 12, 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 devaluations
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Thursday Nov 11, 2021
How to reduce your taxes in a year with abnormally high income
Thursday Nov 11, 2021
Thursday Nov 11, 2021
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 taxes in a year when you have a above average income year
Why governments will keep needing more and more and tax revenue
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Thursday Nov 11, 2021
Thursday Nov 11, 2021
Today's Topics:
My thoughts on Peloton stock and the recent crash
Why investing psychology and mindset is the. most important skill in investing
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Tuesday Nov 09, 2021
Reimagining and Rebuilding the Black Neighborhood
Tuesday Nov 09, 2021
Tuesday Nov 09, 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
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Monday Nov 08, 2021
Monday Nov 08, 2021
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 life insurance can give you options and flexibility for when starting or investing in a business.
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Friday Nov 05, 2021
The Holy Grail of Investing
Friday Nov 05, 2021
Friday Nov 05, 2021
Today's Topics:
The simple definition of money
Why good mental and emotional health is required to build and maintain wealth
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Thursday Nov 04, 2021
Tax reduction and asset protection strategies using a Family Limited Partnership
Thursday Nov 04, 2021
Thursday Nov 04, 2021
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 partnership can potentially save you money in taxes and be an asset protection tool.
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Wednesday Nov 03, 2021
What to do with your home when your kids don‘t want it as an inheritance
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
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
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Tuesday Nov 02, 2021
Tuesday Nov 02, 2021
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!
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Tuesday Nov 02, 2021
Tuesday Nov 02, 2021
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
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Monday Nov 01, 2021
Monday Nov 01, 2021
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
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Friday Oct 29, 2021
Why ”tax the rich” rhetoric historically has been a bad idea
Friday Oct 29, 2021
Friday Oct 29, 2021
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
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Thursday Oct 28, 2021
Why donating appreciated stock instead of cash might be a better ideas
Thursday Oct 28, 2021
Thursday Oct 28, 2021
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!
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Wednesday Oct 27, 2021
Bitcoin 101: My guest appearance on the About Mansfield Podcast to talk Bitcoin
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
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!
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Tuesday Oct 26, 2021
Negotiation strategies for buying and selling a home
Tuesday Oct 26, 2021
Tuesday Oct 26, 2021
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
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Monday Oct 25, 2021
The family financial plan review, Bitcoin, and life insurance
Monday Oct 25, 2021
Monday Oct 25, 2021
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
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Friday Oct 22, 2021
The problem with target date funds and traditional index fund strategies
Friday Oct 22, 2021
Friday Oct 22, 2021
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...
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Thursday Oct 21, 2021
Tax planning for Bitcoin and Crypto-assets
Thursday Oct 21, 2021
Thursday Oct 21, 2021
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?
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Wednesday Oct 20, 2021
Bitcoin all time high, protecting your money from inflation, and new opportunities
Wednesday Oct 20, 2021
Wednesday Oct 20, 2021
Today's Topics:
Bitcoin hits all time high
How to protect your money from inflation
Old world rules vs new world rules
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