Moneyed: Conversations About Meaningful Wealth

We recently held a webinar for our clients exploring how COVID-19 is affecting the vacation home market. We spoke with with an experienced real estate developer to hear his thoughts about how vacation home markets have responded to prior recessions and his outlook for vacation homes. Additionally, he shared his advice about what to look for in a vacation home and how to handle a second home as a rental property.Click here to watch a replay of the webinar.For more information about Peter's vacation home development project, visit Altus Vail 

How has COVID-19 impacted the value of commercial real estate? What does this mean for business owners and real estate investors?Recently, we co-hosted a webinar for our clients with Matt Call, the founder of NavPoint Real Estate Group - one of Denver's top commercial real estate firms. Matt shared his outlook for commercial real estate and, together with Eric Walters, discussed the opportunities and risks for business owners and investors.Click here to watch a replay of the webinar.To see more of Matt Call, visit NavPoint Real Estate Group

Our recent election could have significant impact on the economy, jobs, taxes, government debt, and the stock market. What are the implications for you and your family? We recently held a webinar for our clients about the Presidential and Congressional election results as they pertain to government policies, the economy, tax planning and the stock market. We interviewed veteran political journalist Steve Walters for his insights and discussed what it means for investors and business leaders.Click here to watch a replay of the webinar.To see more of Steve Walters, visit Wisconsin Eye or Rewind: Your Week in Review

Recently, we held  a webinar for our clients to discuss the outlook for each presidential candidate and the potential impact of their proposed policies on the stock market, the economy, and tax rates. We interviewed veteran political reporter, Steven Walters, to get his perspective on the race and what each candidate will need to do to win. We then discussed how the market views the match-up, what we can learn from past elections and their impact on the stock market, how the market may respond to their proposed policies, and steps investors can take now to plan for potential policy changes.Click here to watch a replay of the webinar.For a copy of the deck presented during the webinar, click here.To see more of Steve Walters, visit Wisconsin Eye or Rewind: Your Week in Review

In early June, we held a webinar for clients to discuss how the COVID-crash could affect business owners, executives, and retirees. Each of these groups faces different challenges to their future and wealth as they deal with the impact of COVID-19.This podcast episode is an audio replay of the webinar. For the slide deck presented during the Webinar, click hereHave a question you’d like us to address? Leave us a voicemail at 720-815-5318.

In our final episode for 2019, veteran journalist Steve Walters joins Eric to discuss the nuances of income in retirement.Links to Topics Mentioned in this Episode:Junk Bond Performance in 2008Current Junk Bond RatesWant to see more of Steve Walters?Wisconsin EyeRewind: Your Week in ReviewHave a question you’d like us to address? Leave us a voicemail at 720-815-5318.

"What do You Think About Bitcoin?" "Should I invest in Gold as a Hedge Against Inflation?" "Will Social Security go away?"In this episode, Eric & Michelle talk about some of the most popular investment and finance questions that Eric is asked at cocktail parties.Links to Topics Mentioned in this Episode:The 2019 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust FundsNational Commission on Fiscal Responsibility and Reform (often called Simpson-Bowles or Bowles-Simpson):Federal Debt as a Percentage of GDP- from the Federal Reserve Economic Data (FRED)Federal Debt Interest ProjectionsIRS publication 590 - IRA rules & allowable investmentsLong-Term Performance of Gold vs. other assetsDutch Tulip CrazeSir Isaac Newton’s Investment LossesHave a question you’d like us to address? Leave us a voicemail at 720-815-5318.

We are thrilled to welcome our friend Jeff Prager, the founder of Cash Flow Engineering. Jeff is an accomplished speaker, author, serial entrepreneur and a retired CPA and helps small businesses achieve improved cash flow in 90 days or less using elegantly simple, common sense solutions that drive positive cash flow in any economy with less time, energy and money.To Contact Jeff Prager: 303-221-0823Cash Flow Engineering: www.CashFlowEngineering.com  Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

If you have ever wanted to do a deep dive into the technical aspects of investing, then you won't want to miss this episode.Scott Mardy, Vice President and Investment Strategist at Dimensional Fund Advisors, joins us to analyze the pros and cons of three different investment strategies - active management, index fund investing, and the systematic approach. Often called the "largest investment firm you've never heard of", Dimensional Fund Advisors has a long history of applying academic research to practical investing.For more information about Dimensional Fund Advisors: us.Dimensional.comHave a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

We are thrilled to have Dan Seff with national tax firm CBIZ join us in the studio. In this episode, we'll talk about planning for the risks inherent in illiquid company stocks and harvesting those assets in a tax efficient way. Dan & Eric also discuss how executives can gather their advisory teams to work together well so they get the best benefit of their ideas around estate planning, passing assets onto children and mitigating risk. To Contact Dan Seff: dseff@cbiz.com Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

How do current events impact the financial markets? With almost 50 years of experience as a hard-hitting career journalist, Steve Walters (who Eric also has the privilege of calling "dad") interviews Eric about about China, trade wars, tariffs, the Tax Cut & Jobs Act, and investing alongside your political views. Want to see more of Steve Walters? Wisconsin Eye - www.wiseye.org Rewind: Your Week in Review - https://wiseye.org/category/rewind-your-week-in-review/ Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. [from SEC.gov] While you may already be contributing to a 529 plan, Brennan Hannon enthusiastically unearths some of the nuances of this savings vehicle that you may not know about. *Note: CollegeInvest is Colorado’s 529 college savings program; some of the discussion points may only apply in Colorado. Resources: You can find out more about Brennan Hannon and CollegeInvest at www.CollegeInvest.org Download "9 Things You May Not Know About Your 529 Plan" here. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

If you've ever been curious about the way that financial advisors get paid, then this episode is a must-listen. Eric and Michelle start their discussion with an article from the New York Times - "We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased." From there, they springboard into an overview of the primary categories of advisors in the financial services industry - Who sells what? Who do they work for and how do they get paid? Why should you care if your investment advisor is a fiduciary? Finally, Eric teaches us how to find an advisor that suits your needs and which questions to ask when you find a financial advisor that you may want to work with. Resources: New York Times Article - November 30, 2018: We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased. AARP: Protecting Older Investors: 2009 Free Lunch Seminar Report BrokerCheck by FINRA (Financial Industry Regulatory Authority): BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information. Download: Overview of Financial Industry - Primary Service Providers Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

You’ve worked hard to build your business, working nights & weekends with a “whatever it takes” mindset. Now, after all these years building your company, you’d like to take some time away from the business. But can your company survive without you? Eric and Dennis discuss whether someone has really created a job for themselves in starting a business or if they're growing a business that can operate independently of them and grow when they're not around. You can find out more about Dennis Guse and American Business Advisors at www.abadvisors.com Download the "Do You Have a Job or A Business?" Personal Planning Assessment here Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

How do current events impact the financial markets? With almost 50 years of experience as a hard-hitting career journalist, Steve Walters (who Eric also has the privilege of calling "dad") interviews Eric about recent events and digs into SilverCrest Wealth Planning's recent letter to clients about volatility. Q1 2019 Investment Letter - Volatility: https://www.silvercrestwealthplanning.com/q1-2019-market-update Want to see more of Steve Walters? Wisconsin Eye - www.wiseye.org Rewind: Your Week in Review - https://wiseye.org/category/rewind-your-week-in-review/ Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

We are excited to welcome our friend David Ickovic, founder and principal of Ickovic & Company, a CPA firm that has provided high-net-worth individuals, successful business owners, and C-suite executives with advanced tax, accounting and business advisory services since 1976. We talk to David about his decades of work with ultra high net worth families and their complex tax and estate planning strategies as well as some of the implications of the recent Tax Cut and Jobs Act legislation. To Contact David Ickovic: david@ickovic.com Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Moneyed: adj. mon·eyed /ˈmənēd 1: Having money 2: Consisting in or derived from money 3: Wealthy Eric and Michelle Walters, co-founders of SilverCrest Wealth Planning, address advanced financial topics for successful executives and business owners so that you can protect your wealth, grow your wealth, and pass it along to others when the time is right. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. About Us: www.silvercrestwealthplanning.com/our-values-meet-the-team