Impact Wealth Podcast

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Impact Wealth Podcast is designed to help people learn alternative ways to grow wealth, reduce risk and lower taxes. It's fun free and entertaining.

Impact Wealth


    • Aug 25, 2021 LATEST EPISODE
    • monthly NEW EPISODES
    • 3m AVG DURATION
    • 63 EPISODES


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    Latest episodes from Impact Wealth Podcast

    Episode 64: Impact Wealth Podcast - Should You Borrow Money Using Your Securities As Collateral?

    Play Episode Listen Later Aug 25, 2021 3:54


    Reach the folks at Impact Wealth and decide if you should be borrowing money and using your portfolio as collateral. Is it a good idea? See what Anthony Harrigan thinks.

    Episode 63: Impact Wealth Podcast - Will The Government Stop The 1031 Exchange In Real Estate?

    Play Episode Listen Later Aug 14, 2021 3:26


    Will Uncle Sam get rid of the 1031 Exchange? Check out this quick podcast and see! And if you want to get in touch with Anthony, send a note to Impact@ImpactWealth.com

    Episode 62: Impact Wealth Podcast - Can Fixed Income Help With Retirement Income?

    Play Episode Listen Later Dec 29, 2020 4:35


    http://impactwealth.com Listen to Jim Teegarden talk about fixed income and why it can help your portfolio.

    Episode 61: Impact Wealth Podcast - Are Commissions Inherently Bad In Wealth Management?

    Play Episode Listen Later Dec 16, 2020 5:52


    Impact@ImpactWealth.com Reach out to us and have an honest discussion about commissions, and whether or not they help or hurt!

    Episode 60: Impact Wealth Podcast - End Of Year Planning To Reduce Taxes

    Play Episode Listen Later Dec 11, 2020 3:33


    http://impactwealth.com. Here is a quick podcast to check on things to do before the end of the year.

    Impact Wealth Podcast - Protect Yourself Against High Market Volatility With Cabers

    Play Episode Listen Later Nov 18, 2020 4:22


    http://impactwealth.com Market scaring you? There is a solution to shield yourself from volatility.

    Impact Wealth Podcast - Why Invest In Hedge Funds?

    Play Episode Listen Later Oct 14, 2020 3:33


    Impact@ImpactWealth.com. Why should you invest in a hedge fund? Check out this quick wealth management podcast and see why!

    Impact Wealth Podcast - Why Invest In Private Equity?

    Play Episode Listen Later Oct 12, 2020 4:44


    Impact@ImpactWealth.com Why should you invest in P/E? Listen to Anthony Harrigan speak about the benefits in P/E for a portfolio.

    Impact Wealth Podcast - Save Taxes By Planning Right Now

    Play Episode Listen Later Oct 7, 2020 4:30


    http://impactwealth.com. NOW is the time to do some tax planning. Plan now to keep your taxes under control for 2020 and 2021! And if you need to speak with Anthony, contact him: Impact@ImpactWealth.com

    Impact Wealth Podcast - Are Commissions Fair In Wealth Management?

    Play Episode Listen Later Sep 22, 2020 3:34


    http://impactwealth.com Listen to Chris Schommer speak on the role of commissions in wealth management. Are commissions more transparent?

    Impact Wealth Podcast - Will The 1031 Exchange Disappear?

    Play Episode Listen Later Sep 9, 2020 2:55


    http://impactwealth.com. Will the 1031 exchange go away? What would it mean to the economy? Listen to Anthony Harrigan speak about the proposed change, and his opinions on it.

    Impact Wealth Podcast - The Impact Focus Plan Helps You Navigate Your Own Finances

    Play Episode Listen Later Jul 7, 2020 5:22


    http://impactwealth.com And what is the catch? There isn't one. Let us get a financial snapshot of your finances, risks and rewards so you get a clear picture

    Impact Wealth Podcast - A Safe Product To Weather Today's Financial Storm

    Play Episode Listen Later Jul 7, 2020 4:22


    http://impactwealth.com CABRs is a cash and bond replacement strategy that keeps investors from losing money in the stock market, while participating in the gain!

    Impact Wealth Podcast - About Alena Mouradian

    Play Episode Listen Later Jun 22, 2020 3:48


    http://impactwealth.com Here is a podcast where you get to meet Alena, a valuable member of the Impact Wealth team

    Impact Wealth Podcast - About Anthony Harrigan

    Play Episode Listen Later Jun 8, 2020 4:09


    Anthony is a founder and principal at Impact Wealth. He's been in wealth management for decades. This podcast talks more about Anthony the man, not just Anthony the wealth manager.

    Impact Wealth Podcast - About Jim Teegarden

    Play Episode Listen Later Jun 8, 2020 4:25


    This quick podcast talks about Jim Teegarden, a founder and principal at Impact Wealth. Let's hear a little about his personal life and his feelings about his business.

    Impact Wealth Podcast - About Jessica Martin

    Play Episode Listen Later Jun 8, 2020 4:31


    http://impactwealth.com Let's talk with Jessica Martin about her role at Impact Wealth, and little about her personal life.

    Impact Wealth Podcast - Who Is Chris Schommer?

    Play Episode Listen Later Jun 8, 2020 6:22


    http://impactwealth.com Listen to Chris Schommer, a team member of Impact wealth, tell us a bit about who he is. Enjoy!

    Impact Wealth Podcast - An Interview With Anthony DiTullo

    Play Episode Listen Later May 28, 2020 9:59


    Idea sharing is a core tenet of Lion Street. Gary Bottoms' Firm, The Bottoms Group, based in Marietta, Ga., created a newsletter to drive home the importance of life insurance during this pandemic. http://impactwealth.com Gary spoke with Lion Street Field Vice President Anthony DiTullo about the creative process and goals for The BottomsLine. Plus, they discussed how Gary used Lion Street resources in The BottomsLine and what planning opportunities have emerged as a result of the newsletter.

    Impact Wealth Podcast - About Matt Teegarden

    Play Episode Listen Later May 28, 2020 4:43


    Matt Teegarden has had the privilege of spending the majority of his career with Teegarden Financial and to have been with Impact Wealth since its inception. He brings with him each day a conviction for the high purpose our firm plays in the lives of our clients; a belief born anew each time another family is served. Heading the firm’s planning and design operations, Matt thrives on the creative aspects of his role, looking at each new client situation with the excitement and expectancy an artist may when looking upon a blank canvas.

    Impact Wealth Podcast - Why Is There A Stigma About Insurance?

    Play Episode Listen Later May 22, 2020 2:43


    http://moretaxfreewealth.com Listen to Jimmy Calano, a friend of Impact Wealth discuss the stigma surrounding insurance. And his view is that there shouldn't be one!

    Impact Wealth Podcast - Jimmy Calano On Premium Finance

    Play Episode Listen Later May 15, 2020 2:49


    http://impactwealth.com Premium finance can greatly help in retirement income, estate planning and as an overall tax instrument. Listen to Jimmy Calano speak on this quick podcast

    Impact Wealth Podcast - Jimmy Calano On Insurance Being A Rare Asset Class

    Play Episode Listen Later May 1, 2020 2:53


    http://impactwealth.com Listen to Jimmy Calano speaking on insurance as an asset class. See why he feels that premium financed insurance.

    Impact Wealth Podcast - Are There Tips For Protecting My Wealth During The Corona Virus?

    Play Episode Listen Later Mar 20, 2020 7:24


    Jim Teegarden says its not all doom and gloom! Follow his tips for being ready, financially, for the Corona Pandemic

    Impact Wealth Podcast - How Do I Protect My Wealth During This Corona Virus?

    Play Episode Listen Later Mar 19, 2020 7:24


    Jim Teegarden speaks on protecting wealth in the middle of a Corona virus! But you'll be happy to hear from him. It's not as bad as we are seeing.

    Impact Wealth Podcast - Corona Virus And Should We Panic?

    Play Episode Listen Later Mar 19, 2020 5:04


    Jim Teegarden speaks on the Corona Virus. In this time of panic, Jim's words are pretty soothing.

    Impact Wealth Podcast - 1031 Exchange Benefits Include Tax Deferral

    Play Episode Listen Later Mar 10, 2020 1:35


    A DST or 1031 allows you to defer taxes when you sell your property. And deferred taxes usually make people happy!

    Impact Wealth Podcast - 1031 & DST Benefits Include Deferring Depreciation

    Play Episode Listen Later Mar 10, 2020 1:50


    DSTs and 1031s allow you to defer the depreciation because you buy new properties, and the depreciation schedule starts all over again!

    Impact Wealth Podcast - DST Benefits Include No Management Headaches!

    Play Episode Listen Later Mar 10, 2020 2:21


    A DST can relieve the problems you may have when you are a landlord. As a passive investor with management in place, you aren't taking calls in the middle of the night!

    Impact Wealth Podcast - DST Benefits May Include Improved Tax Advantaged Income

    Play Episode Listen Later Mar 10, 2020 2:12


    Tax advantaged income can increase with A DST. It doesn't happen all the time, but income and tax advantages can improve at the same time!

    Impact Wealth Podcast - DST Benefits Include Simplifying Your Estate

    Play Episode Listen Later Mar 10, 2020 2:59


    A DST benefit that many people like is the ability to simplify an estate. No condos to split up for heirs, no farms to subdivide. Many clients use this vehicle solely for that, even though there are so many more benefits.

    Impact Wealth Podcast - How Much Do I Need To Set Up A DST?

    Play Episode Listen Later Mar 10, 2020 2:15


    Do DSTs have minimums? If so, what are they? Is this asset class only available to the super wealthy?

    Impact Wealth Podcast - Can DST Purchasers See The Properties Before They Invest?

    Play Episode Listen Later Mar 10, 2020 2:43


    DST investors have the option to see and touch the properties they invest in. Or, they may choose not to! That's the freedom of a DST

    Impact Wealth Podcast - DST Benefits Include Getting Institutional Real Estate

    Play Episode Listen Later Mar 10, 2020 2:31


    A DST can get investors access to institutional quality real estate. And who knows? Other partners in your real estate may include large institutions.

    Impact Wealth Podcast - DST Benefits Include Higher Quality Tenants

    Play Episode Listen Later Mar 10, 2020 3:14


    A DST has another great benefit- you often get a higher quality tenant. The DST could be a a commercial space or a multi dwelling unit. There is management that screens the tenants as well.

    Impact Wealth Podcast - DST Benefits Include Higher Quality Tenants

    Play Episode Listen Later Mar 10, 2020 3:14


    A DST has another great benefit- you often get a higher quality tenant. The DST could be a a commercial space or a multi dwelling unit. There is management that screens the tenants as well.

    Impact Wealth Podcast - DST Benefits Include No Recourse Financing

    Play Episode Listen Later Mar 10, 2020 3:54


    DSTs have non-recourse financing. What is that, and why is it an important benefit? Check out this quick DST podcast!

    Impact Wealth Podcast - What Fees Are Involved With A DST?

    Play Episode Listen Later Mar 10, 2020 3:00


    When you set up a DST or even a 1031 Exchange, naturally there will be fees! But what are they? Here's a clean explanation of what you would pay.

    Impact Wealth Podcast - Are There Hidden Fees With DSTs Or 1031 Exchanges?

    Play Episode Listen Later Mar 10, 2020 3:08


    1031 and DST - Are there hidden fees? Who else is involved in getting fees with a DST?

    Impact Wealth Podcast - What Does Kaizen Do For Retirement?

    Play Episode Listen Later Jan 15, 2020 3:54


    https://impactwealth.com/solutions/wealth-management . . . Kaizen? What is it? What does it mean and how can it help your retirement?

    Impact Wealth Podcast - The Way To Set Up A Kaizen Account For Retirement

    Play Episode Listen Later Jan 15, 2020 3:47


    https://impactwealth.com/solutions/wealth-management. . . We've discussed Kaizen and its advantages...but how difficult are they to set up? Not difficult, says Jim Teegarden at Impact Wealth

    Impact Wealth Podcast - What Is A Stretch IRA?

    Play Episode Listen Later Jan 15, 2020 3:56


    https://impactwealth.com/solutions/wealth-management . . Jim Teegarden discusses Stretch IRA's. How do they help and are they in danger?

    Impact Wealth Podcast - How Does Tax Free Compounding Work?

    Play Episode Listen Later Jan 15, 2020 2:46


    https://impactwealth.com/solutions/wealth-management . . Jim discusses the benefits of tax free compounding in this wealth management podcast.

    Impact Wealth Podcast - What Is The Secure Act?

    Play Episode Listen Later Jan 15, 2020 3:25


    https://impactwealth.com/solutions/wealth-management . . Let Jim Teegarden take some of the mystery out of the secure act...and learn how it can help you.

    Impact Wealth Retirement Podcast - Retirement Mistakes!

    Play Episode Listen Later Jan 15, 2020 4:11


    https://impactwealth.com/solutions/wealth-management . . Don't make these retirement mistakes! Listen to Jim Teegarden discuss how to avoid them!

    Impact Wealth Podcast

    Play Episode Listen Later Jan 15, 2020 3:54


    http://impactwealth.com . . Listen to Jim Teegarden discuss what Kaizen can do for your portfolio. It's not as scary as it sounds...and can greatly impact your retirement!

    Impact Wealth Podcast - How Do You Set Up A DST 1031?

    Play Episode Listen Later Jan 3, 2020 8:07


    https://impactwealth.com/solutions/wealth-management . . . Anthony Harrigan discusses a DST 1031 Exchange, and the logistics behind setting them up!

    Impact Wealth Podcast - What Is A DST 1031

    Play Episode Listen Later Jan 3, 2020 5:35


    https://impactwealth.com/solutions/wealth-management . . . A DST 1031 can save you taxes and the headaches of property management. Find out what Anthony Harrigan thinks of them!

    Impact Wealth Podcast - CFO Speaks On Company Financial Planning

    Play Episode Listen Later Jan 3, 2020 3:49


    https://impactwealth.com/solutions/financial-planning . . . Can a taxable event kill your firm? Listen to Ann Diddlebock discuss how a CFO thinks about estate planning

    Impact Wealth Podcast - Three Things You Should Be Asking Your Financial Planner

    Play Episode Listen Later Jan 3, 2020 4:02


    https://impactwealth.com/solutions/financial-planning . . . Hear a quick impact wealth podcast about financial planning...and the 3 things you should be asking YOUR planner!

    Impact Wealth Podcast - Why Would People Consult A Financial Planner?

    Play Episode Listen Later Jan 3, 2020 4:06


    https://impactwealth.com/insights . . Listen to Anthony Harrigan of Impact Wealth discuss why people even consult financial planners! And are they worth it?

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