Episodes

Thursday Oct 07, 2021
Strategies for sheltering your wealth from 2022 tax law changes
Thursday Oct 07, 2021
Thursday Oct 07, 2021
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
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Wednesday Oct 06, 2021
What determines the price of your home?
Wednesday Oct 06, 2021
Wednesday Oct 06, 2021
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
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Tuesday Oct 05, 2021
Tuesday Oct 05, 2021
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
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Tuesday Oct 05, 2021
Tax-free wealth for your children‘s children
Tuesday Oct 05, 2021
Tuesday Oct 05, 2021
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
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Monday Oct 04, 2021
Investing in China is overrated
Monday Oct 04, 2021
Monday Oct 04, 2021
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
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Friday Oct 01, 2021
Macro Opportunities: Investing in Lithium and Uranium
Friday Oct 01, 2021
Friday Oct 01, 2021
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
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Thursday Sep 30, 2021
A list of 4th quarter 2021 tax planning ideas
Thursday Sep 30, 2021
Thursday Sep 30, 2021
Today's Topics with Alison Reiff-Martin (ReiffMartin CPA):
Strategies for reducing taxes before the end of the year
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Wednesday Sep 29, 2021
EQ series: Strategies for dealing with resentment
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
Today's Topic:
What is resentment and how might it affect your money?
Strategies for overcoming resentment
Non offensive confrontation techniques
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Wednesday Sep 29, 2021
A better (higher probability) way to shoot for outsized returns than day trading
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
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
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Tuesday Sep 28, 2021
Should I build a new home or buy an existing property?
Tuesday Sep 28, 2021
Tuesday Sep 28, 2021
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?
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Tuesday Sep 28, 2021
Bonus Economics 101 episode: Toxic money destroys an economy
Tuesday Sep 28, 2021
Tuesday Sep 28, 2021
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
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Tuesday Sep 28, 2021
EQ series: You will go broke caring about what other people think of you
Tuesday Sep 28, 2021
Tuesday Sep 28, 2021
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!
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Monday Sep 27, 2021
Why being able to attract capital for a business SUPER important
Monday Sep 27, 2021
Monday Sep 27, 2021
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
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Friday Sep 24, 2021
Podcast weekly episode and investment thesis review
Friday Sep 24, 2021
Friday Sep 24, 2021
Today's Topics:
Recapped episodes recorded this week
Ethereum
NFTs
Defi
Bitcoin
Lightning Network
Stablecoins and CDCs
How they fit in the macro picture
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Thursday Sep 23, 2021
The Mega Backdoor Roth Strategy
Thursday Sep 23, 2021
Thursday Sep 23, 2021
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
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Thursday Sep 23, 2021
EQ Series: Stress, worry, and money
Thursday Sep 23, 2021
Thursday Sep 23, 2021
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
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Wednesday Sep 22, 2021
Why does the IRS allow interest on cash in life insurance to grow tax free?
Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
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
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Wednesday Sep 22, 2021
EQ series: How getting defensive costs you money
Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
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
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Tuesday Sep 21, 2021
EQ Series: Imposter Syndrome
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
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
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Tuesday Sep 21, 2021
Should I sell my current property before buying a new one?
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
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
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Monday Sep 20, 2021
Monday Sep 20, 2021
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?
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Friday Sep 17, 2021
Congressional conversation with Charlie Gearing
Friday Sep 17, 2021
Friday Sep 17, 2021
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....
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Thursday Sep 16, 2021
End of year money management and cash-flow planning
Thursday Sep 16, 2021
Thursday Sep 16, 2021
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....
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Wednesday Sep 15, 2021
The most important money making principle I‘ve EVER learned
Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
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
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Tuesday Sep 14, 2021
How should I prepare my house to get top dollar when I decide to sell?
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
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
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Monday Sep 13, 2021
Protecting your most valuable asset
Monday Sep 13, 2021
Monday Sep 13, 2021
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?
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Friday Sep 10, 2021
Zoom Live Q&A September 10, 2021
Friday Sep 10, 2021
Friday Sep 10, 2021
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...
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Friday Sep 10, 2021
Friday Sep 10, 2021
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
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Thursday Sep 09, 2021
When does it make sense to convert a Traditional IRA to a Roth IRA?
Thursday Sep 09, 2021
Thursday Sep 09, 2021
Today's topics with Alison Reiff-Martin (Reiff-Martin CPA)
What's the difference between a Roth IRA and a Traditional IRA?
Who can and can't contribute to Roth IRAs?
A strategy for converting your Traditional IRA to a Roth IRA while minimizing taxes
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Wednesday Sep 08, 2021
How to get your wife on board with improving the family‘s finances
Wednesday Sep 08, 2021
Wednesday Sep 08, 2021
Today's topics:
How to get your wife on board with improving the family's finances
"What if she's better at understanding money than me?"
A sign that a woman is fed up with not feeling secure financially.
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Tuesday Sep 07, 2021
Ways to improve your cash-flow using your home equity
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
Topics with Rob Lewis (Ink Realty):
Ways to improve your cash-flow using your home equity
Should I buy a home if rates go up?
What about if they go down?
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Tuesday Sep 07, 2021
How to create a balance sheet that gets stronger even when times are tough
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
Topics with Jon Thurmond (Axis Financial):
What does anti-fragile mean?
How to create a balance sheet that gets stronger even when times are tough
Planning like a pessimist so you can execute with optimism
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Thursday Sep 02, 2021
Why I‘m not a big fan of just passively investing in index funds
Thursday Sep 02, 2021
Thursday Sep 02, 2021
Today's topics:
Why I'm not a big fan of the just passively invest with index funds strategy
Why so many internet "gurus" preach about this strategy
A better investing strategy in my opinion
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Thursday Sep 02, 2021
Thursday Sep 02, 2021
Today's topics with Alison Reiff-Martin:
What are estate tax exemptions and how do they work?
How much money can I give yearly and not have it count against my estate tax exemption exclusion?
What's the tax impact of transferring money/assets to an irrevocable trust?
...and more!
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Wednesday Sep 01, 2021
Weekly property market update: Does it make sense to buy a home in this market?
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Topics with Robert Lewis (Ink Realty)
Should I buy a home in this market?
Options for still purchasing a home if you feel priced out of the market
Will prices go down anytime soon?
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Tuesday Aug 31, 2021
Tuesday Aug 31, 2021
Topics with Jon Thurmond (Axis Financial)
How much do you have to be worth to owe estate taxes when you die in 2021?
Future possible estate tax changes
How to "pre-pay" those taxes now at a fraction of the cost
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Monday Aug 30, 2021
Understanding supply and demand is the holy grail of making money
Monday Aug 30, 2021
Monday Aug 30, 2021
Topics:
Putting the laws of supply and demand on your side when investing
Why it's so hard to make money with short term investing strategies
The investing timeframe that gives you a higher probability of being right
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Saturday Aug 28, 2021
The Art and Science of Diversification
Saturday Aug 28, 2021
Saturday Aug 28, 2021
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Thursday Aug 26, 2021
Advanced Planning: A strategy for reducing taxes when inheriting an annuity
Thursday Aug 26, 2021
Thursday Aug 26, 2021
Other topics with Alison Reiff-Martin
Preparing for the September 15th quarterly tax deadline
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Wednesday Aug 25, 2021
Why buying a home today is not a good strategy for building wealth
Wednesday Aug 25, 2021
Wednesday Aug 25, 2021
Other topics:
Homeownership in the past vs homeownership today
Alternative wealth building strategies
Why I own a home even though I don't consider it a good wealth building strategy
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Tuesday Aug 24, 2021
The Bitcoin Lightning Network vs XRP
Tuesday Aug 24, 2021
Tuesday Aug 24, 2021
Topics:
XRP vs the Bitcoin lightning network
Problems Bitcoin and XRP solve
Market cap is more important than price per share/unit
You can buy a fraction of a Bitcoin
Gambling instead of investing with a process is a way to pretty much guarantee you will end up in the poor house even though you might get a few lucky wins in the beginning.
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Monday Aug 23, 2021
Finding good life insurance rates for cannabis users
Monday Aug 23, 2021
Monday Aug 23, 2021
Topics with Jon Thurmond Axis Financial
Why not reviewing your insurance policy annually can cost you lots of money over time.
Finding better life insurance rates for smokers
Does using marijuana affect your insurance rates?
Finding good insurance companies for marijuana users
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Friday Aug 20, 2021
What happens to an economy when sound money breaks down?
Friday Aug 20, 2021
Friday Aug 20, 2021
Topics:
What is money?
What are forms of money past societies have used?
What are the principles of sound money?
What are central banks and what do they do for society?
What happens when the money of an economy is no longer sound?
Why the rich get richer and the poor get poorer?
There is potentially a lot of money to be made by investors who can spot the long term trend unfolding right before our eyes.
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Thursday Aug 19, 2021
Special tax advantages of C-Corporations
Thursday Aug 19, 2021
Thursday Aug 19, 2021
Topics with guest Alison Reiff-Martin:
Why sometimes taking a tax deduction might hurt your future wealth building plans
How paying more taxes might help you make more money
Tax advantages of C Corporations
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Wednesday Aug 18, 2021
Wednesday Aug 18, 2021
Topics:
Henry Ford's $5 per day minimum wage strategy
Why Amazon's Audible.com's return policy is so generous
Why Netflix turns a blind eye to family members using your account
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Tuesday Aug 17, 2021
Tuesday Aug 17, 2021
Topics:
Using life insurance to pay taxes on retirement accounts at death
Having life insurance gives you the ability to spend your money guilt free because it guarantees an inheritance to your children and grandchildren
Using life insurance to pay long term care expenses
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Monday Aug 16, 2021
Investing in NFTs
Monday Aug 16, 2021
Monday Aug 16, 2021
Topics:
What are NFTs?
Is it the right time to invest?
The future of NFTs
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Friday Aug 13, 2021
Advanced Planning: The 80/20 Financial Analysis
Friday Aug 13, 2021
Friday Aug 13, 2021
Topics:
How to increase the odds of you reaching your business goals
End of year tax reduction strategies
Why you should know exactly where your money is going each month
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Thursday Aug 12, 2021
How to position a portfolio for above average returns without using leverage
Thursday Aug 12, 2021
Thursday Aug 12, 2021
Other topics:
What is a 401(a) and how is it different from a 401(k)
You don't have to wait until retirement to live your dream lifestyle
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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Wednesday Aug 11, 2021
How the recently passed infrastructure bill will effect your crypto investments
Wednesday Aug 11, 2021
Wednesday Aug 11, 2021
Topics:
My thoughts on Grayscale's Digital Large Cap (crypto) Fund
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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