Podcasts about preserving wealth

Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses and helping them create successful legacies. With over 40 years of experience, Charlie has served as a C-suite executive, advisor, and board member for numerous family-owned businesses. He is also the author of two books, 'The Power of Respect in Business' and 'The Power of Legacy,' which provide insights into leadership and the unique challenges of family businesses. His extensive experience makes him an expert in guiding family businesses towards sustainable success.SHOW SUMMARY In this episode of the Disruptive Successor podcast, Jonathan Goldhill is joined by Charlie Leichtweis, founder of Experts in How LLC, about the intricacies of family business succession and legacy. They discuss the importance of generational engagement, governance, and the challenges and conflicts that arise in family businesses. Charlie shares his extensive experience working with family-owned businesses and his insights from over 40 years of advisory and executive roles. They also touch on the significance of understanding the family business legacy, the need for effective communication, and respect within the decision-making processes. The episode highlights lessons from Charlie's books, 'The Power of Respect in Business' and 'The Power of Legacy.' Charlie emphasizes the interconnectedness of succession planning and family dynamics and offers guidance on fostering a successful legacy in family businesses.KEY TAKEAWAYSImportance of Family Legacy: Understanding and preserving family legacy can prevent conflict and guide business sustainability.Generational Engagement: Early and continuous engagement of all family members fosters better relationships and smoother succession.Governance Structures: Effective governance, with a separation between family council and board of directors, aids in informed decision-making.Conflict Resolution: Addressing and resolving conflicts through respect, trust, and communication is crucial.Leadership and Succession: Clear processes for leadership development and succession planning help mitigate family disputes.Purpose and Values Alignment: Articulating and aligning family and business values ensures coherent decision-making.QUOTES"Family legacy is related to family values and their understanding of what their purpose is and how to carry that forward." - Charlie Leichtweis"Less than 3 percent of families make it to generation 4." - Charlie Leichtweis"Respect builds trust, trust builds relationships, and relationships are the key to leadership." - Charlie LeichtweisConnect and learn more about Charlie Leichtweis.https://www.linkedin.com/in/charlesleichtweis/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Onramp Media Special Feature! ~ The New Frontier from Onramp MENA ~ Subscribe to Onramp MENA's YouTube channel to catch new episodes of The New Frontier podcast! In this episode, Abdullah and Salah from Bitcoin Majlis discuss the growing relevance of Bitcoin within the context of Islamic finance. They explore how Bitcoin's core principles align with Islamic teachings, particularly in its role as anti-riba money. The conversation also covers the motivation behind creating Bitcoin Majlis, a platform dedicated to educating the Muslim community about Bitcoin as a sound money alternative. Through this discussion, the episode offers unique insights into how Bitcoin can serve as a more ethical and moral financial system, potentially transforming the economic landscape for Muslims worldwide. Make sure to check out: Bitcoin Majlis on X Muslim Bitcoiner on X Their website The Muslim Bitcoiner Podcast 00:00 Introduction 04:05 Bitcoin Majlis: Promoting Bitcoin to the muslim community 07:30 Bitcoin as anti-Riba money 09:52 The role of Islamic Finance and Banking in the adoption of Bitcoin 15:56 Understanding the Entrenchment of Riba in the Fiat System 21:17 Bitcoin: a path to ethical and moral financial systems 26:00 Bitcoin's Impact on Society and Morality 33:35 Bitcoin's Incentive for Long-Term Sustainable Investment Decisions 40:14 Bitcoin as a Solution to Islamic Finance 41:43 Proactive Approach to Taking Down the Current System 48:08 Education and Gradual Investment in Bitcoin 52:05 Preserving Wealth and Ensuring Inheritance with Self-Custody 57:10 Volatility and Fixed Supply in Bitcoin 01:08:41 Comparing Energy Usage: Bitcoin vs Fiat 01:14:37 Grants Program to Engage Muslim Scholars with Bitcoin The New Frontier is a dynamic, bitcoin-centric podcast that bridges the gap between the transformative world of Bitcoin and the unique financial landscape of the Middle East, covering both conventional and Islamic finance. Join us as we uncover the potential of Bitcoin to secure and propagate purchasing power through time, making it the essential asset for savvy investors in the region and beyond. Check out our Website: http://www.onrampmena.com Contact us: https://www.onrampmena.com/contact-us

This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation

Raj Shah and Rick Borek explain the importance of being aware of regulations and requirements before entering into any investment or strategy. They also encourage you be aware of tax technicalities.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Where do exponential debt and fiscal recklessness lead? Why straight to gold and silver, of course. Join myself and Dave Russell, the CEO of GoldCore, as we dissect the many signals indicating that a new era of gold and silver are upon us.

What does it take to build true wealth in real estate investing during inflationary times?   Angel Williams and Kenneth Gee have an insightful conversation about navigating real estate investing to build true wealth, even during periods of high inflation. They discuss the importance of putting investors first, being transparent, having experience, and building a track record.   Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transactions, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects.      (00:03:22 - 00:05:58) Active vs Passive Investing Do an honest assessment of your skills, time, and risk tolerance when deciding between active or passive investing Passive investing can provide excellent returns if you vet the sponsor thoroughly Be very cautious about quitting your job to pursue active real estate investing full-time   (00:05:58 - 00:08:18) Writing a Book Out of Necessity Create content when you see people struggling or failing unnecessarily Educate potential passive investors on how to properly vet sponsors Bring trust and structure to an industry still in its infancy   (00:08:18 - 00:10:41) Putting Investors First True investor-first sponsors don't take fees if the property isn't cash-flowing Raise all capital before taking acquisition fees, not just enough to close Opportunity cost matters - evaluate real returns after inflation   (00:20:32 - 00:22:04) The Challenges of Properly Pricing Expertise There is an art to properly pricing consultancy and education services Remain humble and don't compromise your reputation or integrity Trusted experience builds exponential growth over time   (00:14:39 - 00:19:00) Wealth Creation vs Wealth Preservation This inflationary period requires a shift in mindset from wealth creation to wealth preservation Not all investments cash flow - some maintain wealth during downturns With higher acquisition fees and lower returns, fewer deals make sense now Quotes: "If the property isn't healthy and the property isn't running positive, if we're not doing distributions, we don't deserve an asset management fee." - Angel Williams "Let them do what they do. You do what you think and believe is right." - Kenneth Gee   Connect with Kenneth: Website: https://www.kripartners.com/   Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn't.Preserving your wealth is a full-time job, and if done well, it's a job that will be carried out past your lifetime.  Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

The saying “defense wins championships” applies in a few ways to portfolio management.Playing good defense (keeping your opponent off the board) and taking the risk out of the important areas of your life is the foundation of the game and gives you peace of mind as an investor. A leaky or inadequate defense leads investors to fall behind, and it's hard to catch up without taking unreasonable risks.A strong defense enables you to take mindful risks to get ahead while still managing the current game and potentially saving an arm or giving a prospect some game time for future benefit.The offense is still very important, but it's easier for a good offense to flourish when there is very strong confidence in the defense. Our goal is to finish ahead. A dependable and robust defense with a sophisticated and intentional offense is a winning combination.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

The Federal Reserve reports Housing wealth is about one half of total household net worth which is $52.9 trillion, and is larger than the Gross Domestic Product $14.4 trillion.  James Brown is a real estate investor, coach, instructor, author and adrenaline sport junkie from Alaska.  He is an expert in building, and preserving, wealth through real estate. My favorite way is through lease-options because there are wins for everyone involved. My favorite win is that we are helping people get into home ownership that have lost hope. At the same time, we are helping regular people become investors like the big hedge funds do. The people that we work with are typically busy professionals and folks that want to maximize their retirement funds without putting them at risk in investments outside, or inside, real estate. Safety, security, consistent predictable long term cash flow, tax benefits and capital growth are the primary reasons our team has focused on this for the last 40 years. I am the Co-Founder of Real Home Solutions, Realtor, Investor, Creative Financing Coach, DORA Continuing Education Instructor, Author of Hybrid Real Estate Investing and contributing author to two editions of The Guide To Colorado Real Estate Investing Strategies, Host of "This Month In Real Estate Investing" Show, Creative Financing Meetup Host.  He joined me this week to tell me more. For more information: https://hybridrealestateinvesting.com/hybrid-real-estate-investor/ Follow: @jamesbrown.corealtor Listen https://podcasts.apple.com/au/podcast/this-month-in-real-estate-investing/id1650846263

Respected demographer and New York Times best-selling author Neil Howe returns for Part 2 of our interview with him discussing the key themes of his new book "The Fourth Turning Is Here", in which he forecasts a future of economic recession, inflation, volatility and instability in the financial markets. Here in Part 2, Neil focuses on what to expect from the new saeculum that will emerge from the turmoil of the current Fourth Turning we're living through right now. What reforms, social norms and economic models will the new future be built on? SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠ #fourthturning #crisisinvesting #marketcrash ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

The rising generation today is different. The idea that you have to earn credibility over decades doesn't make as much sense as it did in the past.Join us as we explore how Greg McCann, founder and board member at Generation6, and Jesus Casado, one of the advisors at Generation6, work to empower the younger generations and help families adjust to challenges. They discuss the design flaws in existing family offices, solutions for improvement, and the European families' ability to remain unified and prosperous for hundreds of years through their key characteristics such as family cohesion, financial benefits, emotional connection to business endeavors, and being proud stewards of their wealth. Tune in now to learn more![00:01 - 07:05] Opening SegmentIntroducing Greg and Jesus to the showGreg is a founder and board member of Generation Six, a family enterprise consulting firmJesus is an advisor of Generation Six, focusing on succession issues and governanceGeneration Six has an innovative approach to family business consulting with a holistic approachGeneration Six helps families through leadership transition by developing leadership and helping with the handoff[07:06 - 14:05] Uncovering the Design Flaws and Hidden Assumptions of Family OfficesProfit is necessary for life, but not a good reason for livingLack of purpose and ownership are design flaws in family officesPrivate equity is becoming more widespread in Europe, but families still prefer long-term investments[14:06 - 22:32] The Gathering: Discussions about Family OfficesGreg shares what The Gathering is and how it was writtenThe book was meant to be provocative and not a templateWealthy people do not think of themselves as rich and would be better[22:33 - 30:27] Family Cohesion, Financial Benefits, Business Emotional Pride, and Stewardship of WealthEuropeans tend not to show wealth and have a negative perception of it compared to the USThe rising generation needs to create their own space for self-identification and be perceived as credible in some fieldFamilies need four types of cohesion (family, financial, business & emotional) to survive over time[30:28 - 32:03] Closing SegmentConnect with Greg and Jesus through the links belowGreg and Jesus' daily practiceFinal wordsQuotes:"If the human capital is being sacrificed at the cost of financial capital, nobody wins." - Greg McCann“It's not up to the senior generation to be the drivers of change. Transformation, and especially digital transformation, should be led by the next generation." - Jesus CasadoConnect with Greg and Jesus!Website: www.Generation6.com Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Commercial and investment REALTOR® Brian E. Estes discusses his real estate career over the span of the last two and a half decades and the educational and personal path that eventually led to his role as President of The Estes Group, Inc., an investor-focused boutique investment real estate brokerage company. In this episode of the podcast, Brian also shares insights about medium and large-scale shopping center management, leasing, and sales. Need a visual experience? Watch the full Interview: https://youtu.be/C_VFdo2W3Ig Connect with Brian: Facebook: https://www.facebook.com/The-Estes-Group-Inc-1378398185818364/ LinkedIn (Brian): https://www.linkedin.com/in/brian-estes-ccim-cpm-02a1b39/ LinkedIn (Corporate): https://www.linkedin.com/in/the-estes-group-inc-267963a6/ Twitter: https://twitter.com/Estes_Group_Inc Website:  https://estesgroup.net Connect with Scherrie: Coaching: https://www.playbigfasterchallenge.com Instagram: https://www.instagram.com/scherriespeaks Facebook:  https://www.facebook.com/scherriespeaks LinkedIn:  https://www.linkedin.com/in/scherriespeaks Twitter:  https://www.twitter.com/scherriespeaks TikTok:  https://www.tiktok.com/@scherriespeaks #estesgroup #brianestes #playbigfaster #scherrieprince

Commercial and investment REALTOR® Brian E. Estes discusses his real estate career over the span of the last two and a half decades and the educational and personal path that eventually led to his role as President of The Estes Group, Inc., an investor-focused boutique investment real estate brokerage company. In this episode of the podcast, Brian also shares insights about medium and large-scale shopping center management, leasing, and sales.Need a visual experience? Watch the full Interview: https://youtu.be/C_VFdo2W3Ig Connect with Brian:Facebook: https://www.facebook.com/The-Estes-Group-Inc-1378398185818364/LinkedIn (Brian): https://www.linkedin.com/in/brian-estes-ccim-cpm-02a1b39/LinkedIn (Corporate): https://www.linkedin.com/in/the-estes-group-inc-267963a6/Twitter: https://twitter.com/Estes_Group_IncWebsite:  https://estesgroup.netConnect with Scherrie:Coaching: https://www.playbigfasterchallenge.comInstagram: https://www.instagram.com/scherriespeaksFacebook:  https://www.facebook.com/scherriespeaksLinkedIn:  https://www.linkedin.com/in/scherriespeaksTwitter:  https://www.twitter.com/scherriespeaksTikTok:  https://www.tiktok.com/@scherriespeaks#estesgroup #brianestes #playbigfaster #scherrieprince

Show Notes… On this episode I begin a conversation about Life insurance.  I talk about what it is and the two main types of life insurance.  I share a story about why me and my siblings decided to purchase life insurance for our parents.  I also leave you with some questions that you can begin to think about as it relates to life insurance for your family.    Hosted and produced by Katherine Lankford Music by Sam Reeves Finance & Affirmations (podpage.com) Katherine@financeandaffirmations.org www.Financeandaffirmations.com @financeandaffirmations (62) Finance & Affirmations - YouTube  

Show Notes… On this episode I begin a conversation about Life insurance.  I talk about what it is and the two main types of life insurance.  I share a story about why me and my siblings decided to purchase life insurance for our parents.  I also leave you with some questions that you can begin to think about as it relates to life insurance for your family.    Hosted and produced by Katherine Lankford Music by Sam Reeves Finance & Affirmations (podpage.com) Katherine@financeandaffirmations.org www.Financeandaffirmations.com @financeandaffirmations (62) Finance & Affirmations - YouTube  

In this Topical Tuesday's episode, I spoke with Louis O'Connor, who is the Founder and Principal of Strategic Metals Invest, which offers private investors the opportunity to physically own and profit from holding strategic metals as tangible assets. Be sure to tune in if you're interested in learning about: What are strategic metals and how you can use these "real assets" to preserve wealth How investing in strategic metals is different than in more well known precious metals, such as gold or silver How an escalation in global tension with China could send demand for these metals SOARING What the biggest risks are of investing in strategic metals To your success, Tyler Lyons Resources mentioned in the podcast: 1. Strategic Metals Invest 2. His Email Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

On today's episode, I connect with Denise Duffield Thomas. She is a wife, mother, money coach, Author, and entrepreneur in Australia. We had a great discussion on: Denise's history with money / for herself and with her family Money mindset topics and her path to entrepreneurship The image of "wealthy" and perfectionism How we preserve our own space I loved our conversation and encourage all of you to listen to her content and check out her books. Denise Duffield Thomas http://denisedt.com Instagram: @denisedt Twitter: @denisedt Books: Chill and Prosper, Get Rich, Lucky Bitch, Chillpreneur -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

Episode #18 of the Diving for Pearls podcast has officially launched!!! In this episode, I sit down with Lydia Andrews, Wealth Advisor and Wealth & Mindset Coach, and Founder of Love Yourself Financially to discuss fundamental steps you can take to build wealth for the long-term, attract life-changing abundance and foster growth where you need it most. As someone who has had to analyze her life from both a macro and micro level, Lydia recommends tapping into every aspect of our experiences to help us process events, clarify our thinking and hone in on what truly matters. With discipline and intentionality, she believes that we can lean into kindness and compassion everyday to shift our awareness, connect with others in authentic ways and experience the success, wealth and prosperity we all deserve. Imbued with a desire to help and make an impact during some of her more formative years, Lydia, a native of Ghana, worked on supporting the disadvantaged and vulnerable through philanthropic work both in high school and college. It was her parents' teachings about “lending a hand” to enable individuals and communities achieve positive outcomes that deeply resonated with her. Anchoring herself to some of the family's core values, Lydia continued to focus on ways in which she could have real and sustainable impact on others. Through a series of career iterations and a journey of self-discovery, Lydia eventually moved to the financial sphere, focusing her efforts on providing economic development opportunities to women. Via workshops and coaching sessions, Lydia teaches women how to nurture and manage the money they have earned and grow it.  In a similar vein, Lydia encourages our listeners to make courageous choices in career opportunities and relationships that will help them earn wealth, build wealth and eventually go on to preserve wealth. It is working from these three pillars (earn wealth, build wealth and preserve wealth) that Lydia believes that you can start your true wealth creation journey. Please subscribe to the Diving for Pearls podcast on Apple, Spotify, Patreon, iHeart and wherever you listen to podcasts and please rate and review. Thank you in advance for your support. Please connect with Lydia on Facebook, on Instagram & Twitter @lydialydzzz and on LinkedIn @Lydia-Elim Andrews. Additionally please connect with Lydia at https://www.loveyourselffinancially.com/Thank you. References and Websites:Love Yourself FinanciallyFor the Love of Money by the O'Jays FOPO (Fear of People's Opinion) Hello 7 PodcastWhy Women Won't Ask for a Pay Raise The Richest Man in Babylon by George S. ClasonWe Should All Be Millionaires  by Rachel RodgersRedefine Wealth for Yourself: How to Stop Chasing Money and Finally Live Your Life's Purpose by Patrice C. WashingtonThink and Grow Rich by Napoleon HillWho You Were Meant to Be: A Guide to Finding Or Recovering Your Life's Purpose by Lindsay C. GibsonThe Lean Startup by Eric Ries Start With Why by Simon Sinek(“Beautiful Spheres” by Aleksandra Krstic is the theme song for the DFP podcast. Please follow Aleksandra Krstic on Instagram at AleksandraKrstic_official and on FB at Aleksandra Krstic).Support the show

How do you run a successful family business, preserve it and create wealth that will last from generation to generation? We are joined today by Nike Anani a Speaker, Author and Legacy Planning Consultant for family firms. She will walk us through the things that need to be considered when putting up a family business, especially in a country like Nigeria where discussing family wealth is considered taboo.  A co-Founder of African Family Firms, a non-profit community of family businesses, she is passionate about educating entrepreneurs on how to create a lifetime legacy that transcends the family's wealth but to the community and the entire country. Her work is focused more on creating the formality of building bridges from Africa, to the world, from the world to Africa. Tune in! [00:01 - 09:24 ] Opening Segment On Africa being left out of many global conversations Nike's story and how she got into family firms [09:49 - 17:42 ]  Starting a Successful Family Business The challenge of building generational wealth The right mindset to run a family business The pressure of being the wealth creator [18:22 - 25:35 ]Wealth Creation & Generational Differences The challenge of next-gen when taking over the family business Understanding the psychology of the founder and how you can  influence them The younger generation is equipped! On gender and age inclusivity Planning with legacy in mind [29:55 - 35:30 ] Wrapping Up!  Nike on her new book: What's her motivation behind The 3 C's that are critical success factors for business families The conflict of a family business in today's generation: Keeping it low versus putting it out there in this media age Key Quotes “The future is looking to Africa.“ - Nike Anani “We have to move from individual rulership to collective leadership, which requires vision.“ - Nike Anani “They see us coming into the family business to work as dad worked was mom worked, but there's a way to add your skillset, your gifts, and your talents that might not necessarily look like the way your parents did.. there are many opportunities to add once skill sets that add value to the family business.“ - Nike Anani ---------------------------------------------------------------------------------------- Connect with Nike Anani:  Website: https://nikeanani.com LinkedIn: https://www.linkedin.com/in/nikeanani/ Instagram: https://www.instagram.com/nikeanani/ Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

How many of you are worried about money these days? Maybe 2020 got you looking into things and you found that what we've been told about money, building wealth, how the banking system works isn't exactly what we thought it was or have been told over the years. Asking questions about topics such as this weren’t […] The post Understanding the Financial System & Preserving Wealth with the Red Pilled Financial Advisor appeared first on WebTalkRadio.net.

How many of you are worried about money these days? Maybe 2020 got you looking into things and you found that what we've been told about money, building wealth, how the banking system works isn't exactly what we thought it was or have been told over the years. Asking questions about topics such as this weren’t […] The post Understanding the Financial System & Preserving Wealth with the Red Pilled Financial Advisor appeared first on WebTalkRadio.net.

Today's guest is Kevin L. Day from Tresp, Day & Associates, Inc. Kevin is a nationally-recognized author and leading estate planning and international asset protection planning attorney. His asset protection expertise is unrivaled. Mr. Day's Bachelor's Degree is in Chinese Studies, and he holds both an MBA in International Management and a Doctor of Jurisprudence degree. He was a university academic administrator for eight years, a law professor at the doctorate level, and a law school Dean of Students, before going into private practice. In addition to his legal expertise, Mr. Day brings his extensive business knowledge as an MBA in International Business. Get the show notes at www.ushacapital.com/ep167Book Resource Think and Grow Rich - Napolean HillConnect with Kevin DayWebsite: https://www.trespday.comPhone: (858) 755-6672Connect with Rama KrishnaWebsite: www.ushacapital.comEmail: info@ushacapital.com

If there is one thing that is constant in life, it's change. And Sloane Freemont has a lot to say about change. From blowing up her safe Midwestern way of living and taking a huge risk and moving to Nashville, TN, Sloane shares real life stories and actionable steps that you can apply immediately to successfully navigate change in your favor. Her podcast, “Create What You Speak” takes you through the mindset changes AND the appropriate actions that are needed to go after, and get, what you want in life. To learn more about Sloane Freemont please follow the links below. Join Sloane's Telegram Channel:  https://t.me/createwhatyouspeak Leave a positive review for the show in your favorite podcast player:  http://getpodcast.reviews/id/1369388267 Follow the podcast on your favorite podcast player:  https://cointr.ee/sloanefreemont Connect on Minds: https://www.minds.com/sloanefreemont/ Connect on Gab:  https://gab.com/sloanefreemont Connect on Odysee: https://odysee.com/@sloanefreemont:5 Connect on Bitchute:  https://www.bitchute.com/channel/sloanefreemont/ Connect on Clouthub:  https://clouthub.com/sloanefreemont For more from Tim Picciott: https://linktr.ee/TimAndJohn Join Our email list at bit.ly/timjohnemail Join the conversation in Tim's Discord community: https://discord.gg/vkxUkqg Itunes: https://bit.ly/libertyadvisor Podcasts: https://libertarianadvisor.podbean.com/ Livestreams: https://flote.app/TheLibertyadvisor You can find us on other content platforms by following the link below https://thelibertyadvisorshow.com/showlinks/ Learn more about Tim's services: www.thelibertyadvisor.com Free 15 min Investing Consultation www.bit.ly/booktimp Subscribe to our emergency text list and receive a free ebook “How it's Rigged – The Economy” Text LibertyAdvisor (one word, no spaces) to 71441

In a world today characterised by economic uncertainty and market volatility, it is harder to preserve your wealth and become finally independent. In this episode of #FinancialFox, Steffy speaks with Alan Steel, founder and chairman of Alan Steel Asset Management, an independent financial adviser since 1975. Alan has survived 5 stock market crashes and his advise has been constantly proved successful increasing his client wealth over time. Highlights ================= Fears of rising inflation Analysts are predicting rising inflation rates over the coming months which means that investors must adapt their strategies to make sure gains are above inflationary levels. Alan believes that the tech sector has proved to be resilient and could be good options. Gold and gold-linked assets could work for more cautious investors. ================ Financial planning and Tax efficiency The best time to think about your retirement "was 25 years ago" joked Alan. He shares insights about his approach to financial and tax planning which is done according to each investors' needs and objectives. ================ Gold, silver & precious metals It is worth having some exposure to gold and precious metals, says Alan, as economic uncertainty tends to favour safe-haven assets. However, these are unprecedented times so markets may behave differently, he adds.

Abel Pacheco is a Real Estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing renovations, raising private capital, and management of single and multifamily investment properties. If you are looking to learn the difference between actively investing and passively investing in Commercial Real Estate, Abel has all the information you need to understand it all. In this episode, Abel Pacheco and I talk about how 5 Talents Commercial Real Estate Inc. has invested in $110MM of Commercial Real Estate and how he went from 8 to 800 doors in less than 2 years.

Abel Pacheco is a Real Estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing renovations, raising private capital, and management of single and multifamily investment properties. If you are looking to learn the difference between actively investing and passively investing in Commercial Real Estate, Abel has all the information you need to understand it all. In this episode, Abel Pacheco and I talk about how 5 Talents Commercial Real Estate Inc. has invested in $110MM of Commercial Real Estate and how he went from 8 to 800 doors in less than 2 years.

In this episode of the Millionaire Mindcast, we have an extraordinary guest, Rana Vig who shares insights and wisdom on how to stay focused, learning how to say a clean yes and no, the advantages of investing in precious metals, and the best way of preserving wealth! Rana Vig is an entrepreneur, a management consultant, President & CEO at Blue Lagoon Resources, Inc., a mineral exploration company focused on the acquisition, exploration, and development of properties for the mining of gold and other minerals. It is one of the top-performing stocks of 2019 listed on the CSE under the symbol BLLG. In 2018, he became the chief executive officer of Lead Ventures Inc. and oversaw and executed the acquisition and $5-billion-plus reverse takeover of Curaleaf Holdings Inc., which raised $520-million, making it the largest Canadian cannabis financing in history. Also, he took the helm of Rockbridge Resources, which he successfully restructured by acquiring, through a reverse takeover, the $2-billion-plus Harvest Health & Recreation, which closed a $300-million financing -- making it the third-largest cannabis financing of 2018. In November 2017, Rana was invited to the Canadian Senate to receive the Senate 150th Anniversary Medal, which was awarded to top Canadians actively involved in their communities who, through generosity, dedication, and hard work, make their hometowns and communities a better place to live. Rana is a generalist and startup guy who are fond of starting one business and jumping to another. He likes to build something, sell it off, and move on, and come to the next sector! Some Questions I Ask: What have you been working on recently that you’re getting fired up about heading into 2021? (00:15) Where did your entrepreneurial and business journey and course start? (01:46) When did you feel like it was the time to plant your flag in what arena? How did you handle adversities and mental challenges that most people stop and don’t push beyond? (03:31) When you run into those physical or mental hurdles, what have been some of the things that have helped you really push getting through those challenges?  (06:47) What have been some of the great routines and rhythms that have served you really well over the years may be in personal and or on business?  (10:34) What have been some of the destructions or maybe habits in your life that you’ve had to eliminate that you think or see a lot of people holding onto? (14:22) Do you have some decision matrix that helps you identify whether or not you say YES or NO to things? (15:41) What is your overall outlook in terms of the precious metals market, what are you most excited about, or what you’re paying attention to? What do the average investors need to be thinking about heading into the future? (26:19) If you could give a prescription to each person on the planet in terms of how to approach an investment ideology or philosophy that might tie into generational wealth around precious metals, what would you tell them? (30:25) What do you say to those people in terms of why gold should be in some part of their investment portfolio allocation? (34:04) What are your thoughts on cryptocurrency to gold to the volatility of the dollar? What are your thoughts on what that’s gonna look like maybe from a dollar perspective moving forward, and how risky it could become? (37:22) What are your concerns about where things are moving forward, and what should people be thinking about in terms of just staying in front of these trends or at least stay connected in order to stay ahead of some of these curves? (39:45) In This Episode, You Will Learn: The power of pause (09:05) The key to staying focus (12:30) An effective way to get things done without your to-do-list (13:15) Building self-awareness and listening to your inner voice to succeed (21:50) Quotes: “Failure is part of the process.” “Laser beam focus is what equates success.” “I wanna be a leading edge but I don’t wanna be a bleeding edge.” “The greatest enemy is within.” “The person who holds you back is the one in the mirror.” “Trend is your friend.” Connect with Rana Vig on: Blue Lagoon Resources Email: info@bluelagoonresources.com Instagram LinkedIn

Community leader Cynthia Terry of Martin’s Cafeteria shares her inspiration and passion for cooking, her experiences of opening and owning three area restaurants, and gives inspiration to potential business owners. Michael Gray of Apex Financial talks about “Strategies for Building and Preserving Wealth.” Arlene Green talks about her Independent Contractor business as a Virtual Assistant and her experiences and travels as an international Singer/Songwriter. Use this link to schedule your guest appearance on the show: https://bwstlive.as.me/schedule.php – Interested in sponsoring the podcast? Email BlackWallStreetTodayPodcast @ gmail. com. The Black Wall Street Today (BWST) radio show is focused on all things Black entrepreneurship and hosted by Virginia Tech alumnae Blair Durham, co-founder and co-President of Black BRAND. BWST occurs live in the studios of the historic and prestigious HBCU Hampton University. The BWST podcast is produced by using selected audio from the radio show and other Black BRAND events. BWST is the media outlet for Black BRAND. Black BRAND is a 501(c)(3) organization that stands for Business Research Analytics Networking and Development. We are Hampton Roads Regional Black Chamber of Commerce. We promote group economics through professional development and community empowerment, and we unify the black dollar by providing financial literacy, entrepreneurship training, and networking resources! http://blackbrand.biz m.me/blackwallstreettoday + info@blackbrand.biz + (757) 541-2680 Instagram: www.instagram.com/blackbrandbiz/ + Facebook: www.facebook.com/blackbrandbiz/ Jazzy Version of Shimmy Shimmy Ya – Jashsaun Peele & Grandpa Crunk. https://youtu.be/tp25ToCluBI Produced by Seko Varner for Positive Vibes Inc. http://www.PositiveVibes.net + (757) 932-0177 Fix your credit yourself: https://positivevibes.myecon.net/my-credit-system/ Debt consolidation & Private Money lending: PositiveVibesFinancial@gmail.com + (757) 932-0177 End Allergies: https://www.vollara.com/productdetail/FreshAirPersonal/?u=PositiveVibes --- Send in a voice message: https://anchor.fm/black-wall-street-today/message

Patrick Lilly– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 073 Best Practices in Building and Preserving Wealth with Patrick LillyPatrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he helps real estate agents grow their business and help their clients.Patrick has sold over 1,200 properties worth more than $1.35 billion over his 34-year career. He’s also achieved the Keller Williams Pinnacle Award, which is presented to the top 20 agents in North America, and he was named, The Wall Street Journal’s top 250 agents.I’m grateful for Patrick sharing his time. Here are some topics from our conversation:The definition of confidence.Delegate to your team for your benefit and the client’s.Aligning values with personal and professional goals.Investing in the Northeast market for appreciation or development.Transparency in business and sharing values.Enjoy the show!Connect with Patrick:Website: patricklilly.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

March 16, 2021 Clean.io Matt Gillis, Music Therapy Entrepreneur Tim Ringgold and Preserving Wealth Alex Gonzalez

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 64 Preserving Wealth Thru Multifamily Investing with Gino Barbaro, Co-Founder Jake and GinoGino Barabo is co-founder of Jake and Gino, a multifamily real estate education company that offers coaching and training in real estate. Gino is an investor, business owner, author and entrepreneur. As an entrepreneur, he has grown his real estate portfolio to over 1,500 multifamily units.Gino teaches a program based on the proprietary framework of Buy Right, Manage Right, and Finance Right. Honeybee is his latest book.This conversation is packed with lessons and strategies. Get ready to take notes as Gino shares:Cost segregation for capital gains tax deferral.Stay in your investing lane but diversify.Life coaching and developing your character.Lessons learned, and dumb debt is not your friend.Finding great strategies and book recommendations.The Youth Academy.Enjoy the show!Connect with Gino:Website: https://jakeandgino.com/honeybeeBook: The HoneybeeConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

KEYS TO BUILDING AND PRESERVING WEALTH IN UNCERTAIN TIMES Expert Shares Tips for Achieving Financial Goals in a Volatile Market and How an Advisor can Help GUEST: Alex J. Gonzalez, Financial Planning Expert, Regions Private Wealth Alex Gonzalez is a Regional Market Executive for Regions Private Wealth in Orlando, Florida. Gonzalez and his team work closely […] The post TMBS E153: Alex Gonzalez, Preserving Wealth in Uncertain Times appeared first on Business RadioX ®.

Alex J. Gonzalez, Financial Planning Expert, Regions Private Wealth BACKGROUND: Amid an ongoing pandemic, political transition, market volatility, and economic uncertainties in the U.S. and abroad, staying on track financially is a challenging task right now. Many have shifted their strategy to protecting what they have, rather than focusing on building new wealth. But does there really need to be a trade off? On March 4, Orlando-based wealth manager and financial planning expert Alex Gonzalez will provide some insights and perspectives on how to work with a financial professional to craft an ideal strategy that combines protecting ones’ current assets while positioning oneself to build wealth in the future.

Jared Siegel talks about wealth, pessimism vs. optimism, and the Dunning Kruger effect in this solo episode of Success That Lasts. Here are a few highlights: Value acceleration is a process that uncovers the answers to personal, financial, legal, and tax questions in the operations of a business. The aim is to maximize the value of the business at the time of exit, minimize taxes, and protect, harvest, and manage personal and professional wealth. We all have biases that we may be unaware of. “Knowing what you don’t know is wisdom,” Jared remarks. Often, people are likely to find themselves falling into the ‘I’m not biased’ bias, which prevents them from discovering and managing their biases.  Jared believes that getting wealthy relies on different skills, mindsets, and approaches than staying wealthy. Staying wealthy typically involves a combination of frugality and paranoia, whereas getting wealthy centers around accumulation. “People who stay wealthy save like a pessimist and invest like an optimist,” he quotes. Tomorrow’s success is not guaranteed, and nothing binds it to follow in the footsteps of today. Strategic financial planning ensures that money is accessible to you whenever and wherever you need it. A well-built plan supports adaptability, resilience, and optionality. The Dunning Kruger effect is relentless in preventing people from achieving wealth. It is a cognitive bias that dictates that we are hardwired to overestimate our own competence when it comes to things we know little about. Resources The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel Factfulness: Ten Reasons We’re Wrong About the World - and Why Things Are Better Than You Think by Hans Rosling ABCs of Behavioral Biases

Join me and my guest, Heath Goldman, CEO of ICON Wealth and Legacy Partners for insights on the following, plus many more questions.  Don't wait to plan...plan for success. What do business leaders need to know to take advantage of the current estate tax exemption? What the right goals for wealth as it relates to transfers? Thinking about selling a business? When should you start planning? What is legacy planning and why you should care?

Glenn van Zutphen speaks to Victor Foo, Founder & CEO of Singapore Precious Metals Exchange Pte. Ltd about Singapore's only bullion company licensed by the Singapore Customs to operate at the (tax-free) high security bonded storage facilities in Le Freeport Singapore. See omnystudio.com/listener for privacy information.

'Permit me to issue and control the money of a nation and I care not who makes the laws.' - Mayer Amsel Rothschild's (1744-1812). This quote will make far more sense after you listened to this Episode! I have the true honour to speak today with Egon von Greyerz. After a successful banking and corporate career, Egon founded Matterhorn Asset Management in 1999. Matterhorn Asset Management is based on wealth preservation principles and is now the World's leading company for physical gold and silver outside the banking system, directly owned by the investor. Their four vaults include the biggest and safest gold vault in the world, located in the Swiss Alps. Clients are High Net Worth Individuals, Family Offices, Pension Funds, Investment Funds and Trusts in over 75 countries. With 50+ years experience as an investor, Egon makes regular media appearances and speaks at investment conferences around the world. He also publishes articles on precious metals, the world economy and wealth preservation. He goes into depth about the flaws of the current financial system, hyperinflation, insane debt levels, wealth destruction and the foreseeable crisis to be coming. He talks about how to preserve wealth. We cover: Why history tells us everything about the future Why the current financial system is inherently flawed and leads to maldistribution of wealth, conflict of interest, hyperinflation and wealth destruction Why privately owned central banks are at the root of the problem Why educational levels are decreasing with every generation - we are dumbing down Why published US GDP figures are fake Why anyone who measures his wealth in dollars is deluding himself Why Gold is the only real measure for purchasing power Why only in this century the dollar has lost 85% in real terms Why for every debt rise there is an equal and opposite debt fall Why life is all about helping & the most wonderful thing is giving Why most ‘financial journalists' studied marketing rather than markets and are hardly reliable ‘warning bells' Why you need to own physical Gold and not ETFs Why your counterparty risk matters and you always have at least one counterparty Why the banking industry will not survive About Egon von Greyerz: LI: https://linkedin.com/in/egonvongreyerz TW: @GoldSwitzerland Homepage: https://goldswitzerland.com/ ---------------- ★★ SHARING = CARING! If this episode was valuable, please review & share with others who could benefit from this information too! TY! ★★ SIGN UP for free workshops & more: https://simonrilling.com/newsletter ★★ Show notes & past guests: https://simonrilling.com/podcast

Javi Sanchez is a former professional baseball player and LSU assistant coach, now helping athletes, and individuals maintain and build their wealth with GenTrust.In candid conversation, Anthony Ranaudo catches up with an old coach and talks the relationship between ball and life and after, managing lump sums of money, business opportunities, and the specificity of preserving wealth for the younger athlete.Great insight for any parent or coach and young athletes coming into professional ball.Support the show

On this episode of The Impatient Investor, Andrew discusses family offices, why some families may struggle to maintain wealth over generations, and why commercial real estate is a great way to preserve generational wealth. Enjoy!

Building your short-term rental business without needing to buy or own any property is unique. Joining Brett Swarts is J. Massey, a full-time real estate investor, entrepreneur, popular podcast host, author, speaker, coach, and an all-around problem solver. He started Cashflow Diary, which is an amazing podcast, and the training park program for real estate investors. Having owned hundreds of units and raised tens of millions of dollars, Jay has a wealth of knowledge to share. Don’t miss this episode for the opportunity to learn more about how you can create and preserve more wealth through short-term rentals.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

David Van Horn serves as President and CEO of the Company. His chief responsibilities include the oversight of the Company's strategic planning, business development, and fundraising functions. Mr. Van Horn's expertise is derived from over 30 years of residential and commercial real estate experience as a licensed Pennsylvania realtor, investor, title company partner, and commercial fundraiser. Mr. Van Horn is a graduate of West Chester University, holding a Bachelor's of Science degree in Business Management. In addition to his role as President and CEO, Dave's biggest passion is teaching others how to build and preserve wealth. Dave is a co-founder and board member of Strategic Investor Alliance, a purposeful planning and networking group for accredited investors in the Philadelphia area. Dave is also a national speaker, author, and investment blogger on BiggerPockets.com. Learn more about your ad choices. Visit https://megaphone.fm/adchoices (megaphone.fm/adchoices)

Protecting hard earned dollars and growing them over time is a goal for many. But what exactly is the best way to accomplish this goal? What about taxes? In this episode, Adam Torres and Mirian Toro, Broker and Wealth Advisor, explore best practices for building wealth.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/

James Altucher asks what do you do after you make a zillion dollars.   Episode 904: What Do You Do After You Make a ZILLION Dollars? by James Altucher on Preserving Wealth & Financial Independence   James Altucher is an American hedge fund manager, entrepreneur, bestselling author, and podcaster. He has founded or cofounded more than 20 companies and says he failed at 17 of them. He has published 11 books, and is a regular contributor to The Financial Times, TechCrunch, and The Huffington Post. USA Today named his book Choose Yourself one of the 12 Best Business Books of All Time.   The original post is located here: https://jamesaltucher.com/blog/what-do-you-do-after-you-make-a-zillion-dollars/   Please Rate & Review the Show! Visit Me Online at OLDPodcast.com & in The O.L.D. Podcasts Facebook Group! and Join the Ol' Family to get your Free Gifts Fundrise is the future of real estate investing. Visit fundrise.com/ofd to have your first 3 months of fees waived. Learn more about your ad choices. Visit megaphone.fm/adchoices

James Altucher asks what do you do after you make a zillion dollars.   Episode 904: What Do You Do After You Make a ZILLION Dollars? by James Altucher on Preserving Wealth & Financial Independence   James Altucher is an American hedge fund manager, entrepreneur, bestselling author, and podcaster. He has founded or cofounded more than 20 companies and says he failed at 17 of them. He has published 11 books, and is a regular contributor to The Financial Times, TechCrunch, and The Huffington Post. USA Today named his book Choose Yourself one of the 12 Best Business Books of All Time.   The original post is located here: https://jamesaltucher.com/blog/what-do-you-do-after-you-make-a-zillion-dollars/   Please Rate & Review the Show! Visit Me Online at OLDPodcast.com & in The O.L.D. Podcasts Facebook Group! and Join the Ol' Family to get your Free Gifts Fundrise is the future of real estate investing. Visit fundrise.com/ofd to have your first 3 months of fees waived. Learn more about your ad choices. Visit megaphone.fm/adchoices

James Altucher asks what do you do after you make a zillion dollars. Episode 904: What Do You Do After You Make a ZILLION Dollars? by James Altucher on Preserving Wealth & Financial Independence James Altucher is an American hedge fund manager, entrepreneur, bestselling author, and podcaster. He has founded or cofounded more than 20 companies and says he failed at 17 of them. He has published 11 books, and is a regular contributor to The Financial Times, TechCrunch, and The Huffington Post. USA Today named his book Choose Yourself one of the 12 Best Business Books of All Time. The original post is located here: https://jamesaltucher.com/blog/what-do-you-do-after-you-make-a-zillion-dollars/ Please Rate & Review the Show! Visit Me Online at OLDPodcast.com & in The O.L.D. Podcasts Facebook Group! and Join the Ol' Family to get your Free Gifts Fundrise is the future of real estate investing. Visit fundrise.com/ofd to have your first 3 months of fees waived. --- Support this podcast: https://anchor.fm/optimal-finance-daily/support

James Altucher asks what do you do after you make a zillion dollars.   Episode 904: What Do You Do After You Make a ZILLION Dollars? by James Altucher on Preserving Wealth & Financial Independence   James Altucher is an American hedge fund manager, entrepreneur, bestselling author, and podcaster. He has founded or cofounded more than 20 companies and says he failed at 17 of them. He has published 11 books, and is a regular contributor to The Financial Times, TechCrunch, and The Huffington Post. USA Today named his book Choose Yourself one of the 12 Best Business Books of All Time.   The original post is located here: https://jamesaltucher.com/blog/what-do-you-do-after-you-make-a-zillion-dollars/   Please Rate & Review the Show! Visit Me Online at OLDPodcast.com & in The O.L.D. Podcasts Facebook Group! and Join the Ol' Family to get your Free Gifts Fundrise is the future of real estate investing. Visit fundrise.com/ofd to have your first 3 months of fees waived.

James Rickards, Peter Tallman and Michael Oliver return as guests on this week’s radio program. It’s not a matter of “if” but “when” the next financial crisis will hit. History suggests the next crisis will be bigger and more devastating than the last one because the Keynesian economic pathology that […]

James Rickards, Peter Tallman and Michael Oliver return. It's not a matter of “if” but “when” the next financial crisis will hit. History suggests the next crisis will be bigger and more devastating than the last one because the Keynesian economic pathology that has been destroying price recognition of capital and thereby capitalism itself has not been eradicated. In fact, economists have doubled down on Keynesian falsehoods so that the next crisis may trigger an economic reset ending a prosperous America as we have known it. In this current pathological environment how can we protect the wealth we already have and perhaps enhance it by adjusting to the market demands derived from an impending chaos? James will provide answers from his latest book, “Aftermath.” Peter believes Klondike has found the secrets to discovering the Klondike gold Mother Lode. He will update us on this summer's drill program. As usual Michael will provide his most recent commentary on key markets.

Jay introduces the guests and sponsors for the day’s program and Michael Oliver provides his most recent commentary on gold and other key markets. Peter Tallman, P.Geo, is President, CEO and Director of Klondike Gold, believes he has found the secrets to discovering the Klondike gold Mother Lode. James Rickards, […]

It’s the economy, stupid! Or at least it used to be. Those hoping to lead our country aren’t keen to talk about the economy right now but how it performs will dictate whether they can pay for their plans - and how happy we are with their efforts. What economy will they inherit from Theresa May? Then, Ayesha Akbar, manager of the Fidelity Select 50 Balanced Fund, on an eventful first year in the life of the fund and her aim of creating a worry-free ride for investors.

Alina Trigub is the founder and Managing Partner of SAMO Financial, a boutique private equity firm specializing in helping a select group of people passively invest in the commercial real estate. She's also the founder of 2 meetups, “The Power of Passive Investing through Real Estate”, which gather in New York and New Jersey. She has helped her clients to acquire and invest in over:1187 apartment doors500 storage units5MM fund focused on mobile home parksIn this episode, Alina talks about how as a former tax accountant she was always searching for a way to minimize her taxes—which then lead her to go into syndication as an equity partner. This experience was how her business was born. Her company's sole mission is to help other people preserve their wealth and build passive income while utilizing tax-saving strategies. She specifically talks about investing in syndications by using funds in Solo 401k or self-directed IRAs.Level Up Lightning RoundWhat is your Next Level Goal?Research residential assisted livingWhat advice helped you level up?Educating yourself prior to taking action by listening to podcasts/webinars, reading books, and talking to experienced syndicators.Favorite tool that helped you level up?PipedriveMost recent book that helped you level up?“The Compound Effect” by Darren HardyHow can you be reached?SAMOFINANCIALLinkedinBiggerpockets

Ruffer Investment Company (RICA) aims to preserve wealth and tries not to lose money over any 12 month period - rather than beat an index. Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment. He also explains why in 2018 the trust made a negative return - a rare occurrence in its 15 year history - but how despite this blip they are clawing back performance with a positive return so far this year. See acast.com/privacy for privacy and opt-out information.

The oldest members of the Baby Boom generation have started to retire. Because of that, the United States is now in the midst of the biggest transfer of wealth from one generation to another that the country has ever seen. But according to Barclays Wealth Insights, history has shown that 70% of family wealth fails to transfer to the third generation. One of the main causes of this failure is not preparing your heirs to appreciate and properly manage your estate; to be aware of the history behind it and to share in a family vision that will shape their stewardship of your family wealth moving forward. In this episode, podcast host, personal historian, video biographer, and Family Legacy Video, Inc. president Steve Pender is joined by personal historian and author Stephanie Kadel Taras, Ph.D. They share some real life examples of how their high net worth clients used life story legacies, in both video and print formats, as communication tools to pass along their values and visions surrounding family wealth to the next generations of their families. Stephanie is an author and personal historian. She lives in Ann Arbor, Michigan. She started her company, TimePieces Personal Biographies, in the year 2000. Stephanie works with clients who want to tell their own stories, hire a writer to work with family members, or document their organization’s history. Her 2013 memoir and social history of West Virginia, titled Mountain Girls, won a West Virginia Writers Book Award. Her 2008 history of Eckerd College won an Independent Publisher Book Award.

Helen Raleigh, CFA, DTM, was born and raised in Communist China. She arrived at America in 1996 as a student. She knew no one and had less than $100 in her pocket. She took on three part-time jobs, including washing dishes at Chinese restaurants, while supporting herself through graduate schools. Through a combination of hard work and scholarships, Helen earned her master's degree in business economics from the State University of New York, College of Oneonta, as well as a masters degree in business administration from the University of Wyoming.   Over the years, Helen worked for several fortune 500 companies, including Citibank. She has over 16 years experience in the financial services industry in areas ranging from pension funds to risk management. She also holds the "gold standard" investment industry designation -- the Chartered Financial Analyst (CFA) charter certification.   Helen's upbringing, especially her experience as an immigrant, taught her to never let circumstances or any obstacles prevent one from reaching for the stars. Based on this strong conviction and her extensive experiences, Helen founded a purpose-driven business, an investment advisory firm. In addition, Helen is the author of several books and has published numerous columns. In October 2016, the U.S. Commission on Civil Rights appointed 14 people, including Helen to the Colorado State Advisory Committee.  

The Art of Creating and Preserving Wealth with Jason Labrum - 8.21.15 by Jason Labrum

The Art of Creating and Preserving Wealth with Jason Labrum - 8.21.15 by Jason Labrum

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The Art of Creating & Preserving Wealth with Jason Labrum - 8.7.15 by Jason Labrum

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The ART of Creating & Preserving Wealth with Jason Labrum - 6.19.15 by Jason Labrum

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The ART of Creating and Preserving Wealth - 6.5.15 by Jason Labrum

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The ART of Creating and Preserving Wealth - 5.29.15 by Jason Labrum

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The ART of Creating & Preserving Wealth with Jason Labrum - 5.22.15 by Jason Labrum

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The ART of Creating & Preserving Wealth with Jason Labrum - 5.15.15 by Jason Labrum

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The Art of Creating and Preserving Wealth - 5.8.15 by Jason Labrum

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The ART of Creating & Preserving Wealth- 5.1.15 by Jason Labrum

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The ART of Creating & Preserving Wealth with Jason Labrum - 4.24.15 by Jason Labrum

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The ART of Creating & Preserving Wealth with Jason Labrum - 4.17.15 by Jason Labrum

The ART of Creating & Preserving Wealth with Jason Labrum show is about wealth, health and happiness. How do you work hard and play hard? Some people are too focused on saving or planning… Some are playing and not saving at all… this show is about BALANCE.

The ART of Creating & Preserving Wealth with Jason Labrum show is about wealth, health and happiness. How do you work hard and play hard? Some people are too focused on saving or planning… Some are playing and not saving at all… this show is about BALANCE.

Eric Sprott & Rick Rule will return. Sprott Asset Management, of which both Eric and Rick are senior management members, has nearly $10 billion worth of assets that it either manages directly or indirectly. Owing to their free market perspective this is an incredibly unique entity that has a lot to offer people who understand that the Keynesian economic policies combined with an already over extended empire are leading America down a path of destruction. Unlike most investment firms, Sprott and Rule understand that America's foreign and domestic politics are pathological. As such they have tailored products to not only avert financial disaster for its clients, but to help build wealth and lay the foundations for a better life in the future. In the second hour of the show, David Jensen will join me and I expect to pass along a few of my top gold and silver mining picks.