エピソード

  • Episode 164: Building a Multifamily Office: An Approach for All-Inclusive Financial Services

    Episode 164: Building a Multifamily Office: An Approach for All-Inclusive Financial Services
    2024/07/24
    Allen Gibson founded Gibson Wealth Advisors LLC in 2016 after dedicating 25 years to Ameriprise Financial. His firm is a Registered Investment Advisory that focuses on providing fee-only comprehensive financial planning. Aimed at giving clients a family office experience, Gibson Wealth Advisors strives to maximize value for those who prefer to delegate their financial responsibilities to savor their most valuable asset—time. The firm works in collaboration with external experts in healthcare, insurance, tax, and estate planning, ensuring that these essential services are integrated and executed efficiently under one roof. They offer flexible relationship options for clients, including hourly rates, flat fees, or asset-based management fees, with a firm policy of conducting planning before managing any investments. The team comprises three advisors and an attorney who specializes in independent trust administration, further enhancing the comprehensive service they provide to their clients. Listen to this insightful RIA episode with Allen Gibson about all-inclusive financial services. Here is what to expect on this week’s show: - How Gibson Wealth Advisors utilizes advanced financial tools and executes plans effectively. - Why comprehensive financial planning should include collaborating with external professionals like CPAs and estate planners. - How Gibson Wealth Advisors provides integrated services under one roof. - Why Gibson Wealth Advisors is deeply committed to continuous education while holding numerous designations to stay current and technically proficient. - How client acquisition is mostly through referrals, while using an effective strategy to retain the next generation of family members as clients. Connect with Allen: Links Mentioned: gibsonwealthadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    15 分
  • Episode 163: Revolutionizing Tax and Legal Advice for Main Street America

    Episode 163: Revolutionizing Tax and Legal Advice for Main Street America
    2024/07/17
    Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning. With a reputation as a YouTube personality, best-selling author, and national speaker, Kohler is dedicated to guiding clients through complex legal and financial landscapes to achieve their American Dream. He also serves as the co-founder and Board Member of the Directed IRA Trust Company and has launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents nationwide. As the co-host of The Main Street Business Podcast and The Directed IRA Podcast, he simplifies intricate topics like legal and tax strategy, asset protection, retirement, investing, and wealth growth. Mark Kohler's commitment to helping entrepreneurs and small business owners attain success and financial security has made him a trusted expert in the field, benefiting countless individuals and businesses in navigating the financial and business world with confidence. Listen to this insightful RIA episode with Mark Kohler about revolutionizing tax and legal advice. Here is what to expect on this week’s show: - How small business owners need to take an active role in their financial and legal planning. - Why business owners shouldn’t overly rely on passive advice from accountants and lawyers. - How regular, proactive engagement between clients and their financial advisors optimizes business planning. - How there is a lack of proactive strategic advice from traditional financial advisors. - Why financial literacy and proactive management among small business owners is vital. Connect with Mark: Links Mentioned: markjkohler.com X @markkohler Instagram @markjkohler Facebook facebook.com/markkohler LinkedIn linkedin.com/in/markjkohler Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    19 分
  • Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning

    Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning
    2024/07/10
    Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV. Listen to this insightful RIA episode with Eric Brotman about an innovative approach to financial planning. Here is what to expect on this week’s show: - How BFG Financial Advisors distinguishes itself by having no asset minimums and employing a younger, diverse team compared to typical financial firms. - Why BFG Financial Advisors uses custom-developed, Excel-based tools instead of off-the-shelf financial planning software. - How financial advisors should have their own financial advisors to maintain objectivity. - Why financial advisors must manage client behaviors during market volatility. - How leveraging media, speaking engagements, and published works attracts new clients. Connect with Eric: Links Mentioned: bfgfa.com X @brotmanplanning Instagram @bfgfinancialadvisors Facebook facebook.com/BFGFinancialAdvisors LinkedIn linkedin.com/company/bfgfa Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    21 分
  • Episode 161: From Marketing to Multimillion-Dollar Developments: The Evolution of Invata Global with Brice Holmes

    Episode 161: From Marketing to Multimillion-Dollar Developments: The Evolution of Invata Global with Brice Holmes
    2024/07/03
    Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital. Since 2013, Brice has invested in over 2,000 multifamily units across six Class A properties, as well as over 250,000 rentable square feet of trophy Class A office space. Dedicated to fostering growth within the global entrepreneurial community, Brice has also harnessed his expertise to mentor and empower over 4,000 entrepreneurs across more than 140 countries. Other vested interests for Brice and Invata Global Capital include short-term rentals and boutique hotels, focusing on a steadfast commitment to ecotourism, sustainability, and conservation. Listen to this insightful RIA episode with Brice Holmes about the evolution of Invata Global. Here is what to expect on this week’s show: - How shifting from marketing to real estate was an organic process. - How Invata Global manages over 2000 units including houses and short-term rentals. - Why navigating different real estate rules and doing your due diligence across boarders can be challenging when dealing with international real estate. - How real estate activities are variable which keeps daily routines engaging and diverse. - How Invata is looking to expand in Costa Rica as well as the United States. Connect with Brice: Links Mentioned: invataglobal.com X @InvataGlobal Instagram @invataglobal Facebook facebook.com/InvataGlobal LinkedIn linkedin.com/company/invata-global-marketing Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    8 分
  • Episode 160: The Future of Fuel: How Magnolia Energy Transforms Natural Gas into Profit

    Episode 160: The Future of Fuel: How Magnolia Energy Transforms Natural Gas into Profit
    2024/06/26
    Doug Shea serves as the Managing Member of High Gravity LP Management, LLC. Doug is married with three children. Previously, Mr. Shea was a securities broker specializing in Natural resource and Real Estate Investments for almost ten years. He holds a Bachelor’s of Science Degree in Natural Resources from Oregon State University and has previously held the Series 63 and a Series 22 Securities License. Mr. Shea., along with his brother Greg, evaluate each prospect and make collective decisions with the other Members of High Gravity Resources as to the viability of each prospect. Mr. Shea also shares responsibility for corporate compliance and due diligence. Listen to this insightful RIA episode with Doug Shea about transforming natural gas into profit. Here is what to expect on this week’s show: - How Magnolia Energy’s technology enables natural gas wells to produce more lucrative products like hydrogen or synthetic fuels instead of just selling natural gas. - Why there is a current surplus of natural gas. - How natural gas pricing is highly sensitive to regulatory decisions affecting future export capacities. - How Magnolia Energy has its own natural gas fields and wells but also collaborates with other operators interested in using their conversion technology. - How the technology not only offers higher returns but also significant tax benefits. Connect with Doug: Links Mentioned: magnoliaoilgas.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    12 分
  • Episode 159: The Inverse Dollar Trade: Protecting Wealth with Precious Metals

    Episode 159: The Inverse Dollar Trade: Protecting Wealth with Precious Metals
    2024/06/19
    Greg Allen is Vice President and Founder of Allenhouse Metals. Considered the best full-service precious metals dealer because of their unparalleled commitment to customer service and extensive expertise in the industry. With a seamless e-commerce platform, diverse product range, secure storage options, and comprehensive support for IRA and retirement transactions, Allenhouse Metals offers a one-stop solution for all your precious metals needs. Listen to this insightful RIA episode with Greg Allen about protecting wealth with precious metals. Here is what to expect on this week’s show: - How precious metals like gold and silver are seen as inverse trades against the dollar, with potential growth amid the declining dollar value. - How notable increases in metal values, particularly silver, have been observed during Federal Reserve rate cutting cycles. - Why silver may offer more return potential based on historical ratios. - How Allenhouse Metals focuses on selling investor bars rather than coins to provide lower premiums and better investment returns. - How Allenhouse Metals provides secure storage options through International Depository Services, with seamless transactions possible directly from storage facilities. Connect with Greg: Links Mentioned: allenhousemetals.com Instagram @allenhousemetals LinkedIn linkedin.com/company/allenhouse-metals Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    12 分
  • Episode 158: Building Wealth Through Multifamily Investments

    Episode 158: Building Wealth Through Multifamily Investments
    2024/06/12
    John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light. Listen to this insightful RIA episode with John Casmon about building wealth through multifamily investments. Here is what to expect on this week’s show: - How having a mentor and making partnerships are important aspects to achieving success in real estate. - How generating passive income safeguards people against job loss and financial instability. - Why you should set clear investment goals that are aligned with your personal financial objectives. - How people should select investments that directly contribute to their primary financial goals. - Why it’s necessary to adapt investment strategies in response to personal and market changes. Connect with John: Links Mentioned: casmoncapital.com X @Casmon_Capital Instagram @casmoncapital Facebook facebook.com/casmoncapital LinkedIn linkedin.com/company/casmoncapital Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    15 分
  • Episode 157: Building a Lifestyle Business in Wealth Management

    Episode 157: Building a Lifestyle Business in Wealth Management
    2024/06/05
    Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois. Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management. Here is what to expect on this week’s show: - How it’s important to focus on clients that add significantly to both profitability and job satisfaction. - Why standard bonds don’t adequately cover the entire fixed income spectrum. - How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients. - Why it’s important to consider your clients’ legacy assets and their varied financial needs. - How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments. Connect with Jonathan: Links Mentioned: seedwealthmgmt.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    15 分