Wealth-Building Made Simple

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Topics:
How real estate investors use life insurance to enhance their real estate returns
Life insurance as a line of credit for business owners
Using life insurance to avoid having your kids fight over money when you die
Creating a tax free income stream like wealthy families
Key employee life insurance
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Other topics:
Your main financial goal shouldn't be money
Advanced planning strategy series sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Advanced planning strategy series sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Episode sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Other topics:
Why always shooting for home run investment opportunities is a terrible idea
Episode sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Other topics:
The power of imagination in financial planning
Episode sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Other topics:
Can I have too much life insurance?
What are the different types of life insurance?
What are the different reasons business owners buy life insurance?
This episode is sponsored by Axis Financial (axisfin.com) and Reiff-Martin CPA (reiffmartincpa.com)
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Other topics:
"Why should I invest in stocks, when my real estate portfolio is making me so much money?"
"How do I know if I should invest in a start up?"
The ability to attract other people's money is key to massive wealth
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This episode was sponsored by Alison Reiff-Martin and Reiff-Martin Accounting

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Other topics: 
The capacity principle: You can only attract the amount of money you're ready to handle
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Other topic:
Real investing is actually quite boring
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Other topics:
Why I believe oil will be priced in Bitcoin