Wealth-Building Made Simple

Today's topic with Jason Grimes (Grimes Group):
Where does a mortgage broker source the money for client deals?
What are the different funding sources for buying real estate?
What is the key to finding the money you need for your property?
Powered by On Time Lending and Stone Hill Wealth Management
 

Today's topics with Robert Lewis (Ink Realty)
The pros and cons of selling your home right now
The benefits of having no emotional attachment to buying and selling properties
Using your home equity to improve your financial plan
Powered by Ink Realty and Stone Hill Wealth Management

Today's topics with Jon Thurmond (Axis Financial)
Can my minor children receive my life insurance proceeds?
What happens to my life insurance money if me and my spouse die at the same time and we have minor children?
Estate planning strategies for people with minor children
Powered by Axis Financial and Stone Hill Wealth Management

Investing in change is where the BIG gain opportunities hangout:
John D Rockefeller: Innovator in energy
Henry Ford: Transportation innovator
Andrew Carnegie: Steel innovator (made possible modern day skyscrapers)
Jeff Bezos: Innovator in how commerce was done
Elon Musk: Transportation and Space
Jay Z: Music business innovator (in how to get distribution, diversify, and monetize…how to become a real boss)
Powered by Stone Hill Wealth Management

Today's topics with Alison Reiff-Martin CPA
Thinking like a business investor vs a business manager
The skillsets of an entrepreneur 
Why having a team positions you to be more profitable
Powered by ReiffMartin CPA and Stone Hill Wealth Management

Today's topic with Jason Grimes (Grimes Group) 
Is there a difference in qualifying for a vacation home for your family vs a vacation home you rent out?
Do loans against your brokerage account help in the qualification process?
How do lenders factor your debt to income ratio when buying a vacation property?
Powered by On Time Lending and Stone Hill Wealth Management

Today's topics with Robert Lewis (Ink Realty)
The math around how interest rates affect the price the of a home
How to record a podcast with a child at home in the background 
Powered by Ink Realty and Stone Hill Wealth Management

Today's topic with Jon Thurmond (Axis Financial)
The ins and outs of group life insurance coverage
The difference between Accidental death and dismemberment coverage and life insurance
Powered by Axis Financial and Stone Hill Wealth Management
 

Today's topics:
Inflationary boom assets
Inflationary bust assets
Deflationary boom assets
Deflationary bust assets
What makes up investment returns?
Powered by Stone Hill Wealth Management

Today's topic with Alison Reiff-Martin 
Phillip and Alison do a recap of the assets on a business balance sheet before they go through the liabilities section over the next few weeks.
Powered by ReiffMartin CPA and Stone Hill Wealth Management
 

Today's Topic with Jason Grimes (Grimes Group) 
Qualifications for borrowing money for rental properties
The rise of Employee Millionaires
Why paying more in taxes can lead to more potentially more wealth in the future
Powered by On Time Lending and Stone Hill Wealth Management

Today's topic with Robert Lewis (Ink Realty)
How to find good real estate deals
Where do real estate investors hang out
Why if you buy real estate right, you make the rest of the process so much easier
Powered by Ink Realty and Stone Hill Wealth Management

Today's topics:
How I determine how much life insurance my family needs?
What happens if both me and my spouse pass while our kids are young?
Where we plan to store our long term safer money?
Powered by Axis Financial and Stone Hill Wealth Management

Today's topics:
What is standard deviation?
How we use it to target returns for portfolios
How we use standard deviation in everyday life
Powered by Stone Hill Wealth Management

Today's topics with Alison Reiff-Martin (ReiffMartin CPA)
How and why the balance sheet is organized the way it is
What are fixed assets
How successful business owners use their fixed asset to enhance the growth of their business
Powered by ReiffMartin CPA and Stone Hill Wealth Management
 

Today's topics with Jason Grimes (The Grimes Group)
The wealthy mindset vs the high income mindset
What Jay Z learned over the years that propelled him to billionaire status
Why wealthy people invest using other people's money instead of their own
Powered by On Time Lending and Stone Hill Wealth Management

Today's topics with Robert Lewis (Ink Realty)
"I own a home.  I'm ready to invest in real estate outside of my home.  What's the next steps?  How do I get started?"
Powered by Ink Realty and Stone Hill Wealth Management
 

Today's topics with Jon Thurmond (Axis Financial)
 
Why wealthy families use other people's money to invest
How to use the banking system instead of the system using you
Powered by Axis Financial and Stone Hill Wealth Management

Today's topics:
What are NFTs at their core?
The parallel to Baby Boomers and their "67 Chevys"
The specific NFT assets I have my eyes on
The high return opportunities of having cash in the short term
 
Powered by Stone Hill Wealth Management

Today's topic with Alison Reiff-Martin (ReiffMartin CPA)
How to manage inventory
How to turn inventory into cash
How to calculate if you are holding on to inventory for too long
Powered by ReiffMartin CPA and Stone Hill Wealth Management

Today's Topics with Jason Grimes (Grimes Group):
The math around refinancing
An example of when the math works to improve a person's financial life
Powered by On Time Lending and Stone Hill Wealth Management

Today's topics with Robert Lewis (Ink Realty):
The best book I've read on wealth-building
The difference between being a business owner and being self employed
What wealthy families do differently than middle class families
Powered by Ink Realty and Stone Hill Wealth Management

Today's topics:
$1,000,000 is not a lot of money anymore
How much income $1,000,000 replaces
The math I (Phillip) uses to determine how much money is needed to replace a certain amount of income
Powered by Stone Hill Wealth Management and Axis Financial

Today's topics:
Money is energy
The laws of nature don't change
History doesn't repeat, but it rhymes
Strategic diversification with history as your guide
Happy New Year!
Powered by Stone Hill Wealth Management

Today's topics with Alison Reiff-Martin (ReiffMartin CPA):
What are accounts receivables?
Strategies for converting account receivables to cash
Why not having an accounts receivables strategy blows up many businesses
Powered by Stone Hill Wealth Management

Today's topics:
Diversification...The path to wealth with peace of mind
Powered by Stone Hill Wealth Management

Today's topic with Robert Lewis (Ink Realty)
The different asset classes when investing in residential real estate
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management
 

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
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management
 

Topics:
How money is created
Why collateral in a financial system is SUPER important
The collateral of the emerging financial system
Powered by Stone Hill Wealth Management

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?
Powered by Stone Hill Wealth Management
 

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?
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management

Topics today:
Asset classes I like in this current economic environment
The power of compound interest
Why many investors never build wealth
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management

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?
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management
 

Today's guest host Robert Lewis (Ink Realty)
 
Powered by Stone Hill Wealth Management

Today's topics:
Should I be panicking about last week and today's stock market drops?
What does meditation have to do with investing?
Powered by Stone Hill Wealth Management

Today's topic: The history of the Eurodollar and how money evolves over time.
 
Powered by Stone Hill Wealth Management

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?
Powered by Stone Hill Wealth Management
 

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
Powered by Stone Hill Wealth Management

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
Powered by Stone Hill Wealth Management
 

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
Powered by Stone Hill Wealth Management
 

Powered by Stone Hill Wealth Management

Topics:
My 1/3rd, 1/3rd, 1/3rd investment allocation rule
What are the best areas to look for good stock ideas?
Powered by Stone Hill Wealth Management