Podcasts about private wealth advisor

Discover the surprising money mistakes even the ultra-wealthy make and learn how to avoid them with Homer Smith on the Passive Cash Flow podcast with Aaron Fragnito. Gain expert insights into wealth preservation, tax strategies, estate planning, and navigating complex financial transitions to secure your financial future.Homer Smith is a Private Wealth Advisor with over 23 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most – their purpose and goals.Homer has taken the best practices from across the industry and provides a family office framework that is tailored with your needs in mind. Homer develops and implements customized strategies and solutions delivering exceptional value to you and your loved ones. What Homer is known for, more than anything else, is helping successful families and business owners navigate life's most complex, difficult and important transitions.  This might be transitioning from owner operator to just owner, or transitioning the business to the next generation or to an outside buyer, or transitioning their wealth to their heirs and causes they care about in a way that is positive and impactful. Homer provides state-of-the-art strategies and solutions with the collaboration of his elite team of professionals. Aside from the Konvergent team, he has established a network of leading authorities nationally to help deliver for you when the time is right.0:00 - Wealthy Money Mistakes0:16 - Common Mistakes5:08 - Top 3 Mistakes10:05 - Breaking into UHNW14:57 - The Power of Focus19:29 - Aligning Your Plans22:25 - Connect & Outro━━━━━━━  Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/-━━━━━━━  Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enX- https://x.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.In this episode, Chris and Kevin discuss:1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions2. Developing An Interest In Finance Early In Life3. Building Referral Networks4. How Financial Advisors Can Keep Their M&A Pipeline FullLinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Chas Woodhull Shares Wealth Management Insights Gallagher-pool.com About the Guest(s): Chas Woodhull is an accomplished financial advisor with a deep-rooted passion for entrepreneurship and investing. He began his journey at the tender age of eight and has since built a substantial career in wealth management. Currently serving as a Private Wealth Advisor at Gallagher Pool Wealth Management, Chas holds titles such as Accredited Investment Fiduciary and Certified Exit Planning Advisor. At only 29, he manages over $70 million in assets and is considered one of the most successful young money managers in the U.S. His career trajectory includes experiences at Northwestern Mutual and Gallagher Pool, where his strategic expertise in helping clients grow, preserve, and transfer wealth has been instrumental. Episode Summary: In this engaging episode of the Chris Voss Show, we explore the journey of Chas Woodhull, a dynamic young entrepreneur and financial expert, who started his investment career at the age of eight by purchasing Microsoft stock with his Kentucky Derby winnings. Host Chris Voss invites Chas to share his experiences growing up in an entrepreneurial family, his passion for investing, and his current role as a Private Wealth Advisor at Gallagher Pool Wealth Management. This episode is filled with insights into Chas's approach to financial planning and wealth management. Listeners will delve into Chas's unique perspective on investment strategies, highlighting how Gallagher Pool Wealth Management distinguishes itself by adopting principles of the world's greatest investors. Chas emphasizes the importance of maintaining a concentrated portfolio of quality companies with strong balance sheets, rather than adhering to conventional diversified investments. Throughout the conversation, Chas offers valuable advice on financial literacy, the significance of starting early with investments, and cultivating a mindset geared toward constant personal and professional growth. Key Takeaways: Chas Woodhull began investing at age eight, inspired by his entrepreneurial family and a passion for financial literacy. Gallagher Pool Wealth Management emphasizes a focused investment strategy aligned with top investors rather than broad diversification commonly pushed by large financial institutions. Starting early and being consistent is crucial in building wealth, with a significant impact from time invested in the market. Chas's firm prioritizes working with clients who are coachable and willing to learn, regardless of their initial investment size. Personal health and fitness are key components of Chas's success, reflecting his dedication to being the best version of himself. Notable Quotes: "If you don't have a plan, you plan to fail." - Chris Voss "The best time to get ahold of your finances and to start investing was five, ten years ago, or yesterday. The second best time is today." - Chas Woodhull "I believe that the way most big companies tell people to invest is for two reasons: it's easily saleable, and they know they're not gonna get sued." - Chas Woodhull "Life's too short not to work with good people." - Chas Woodhull "I've always been competitive. I've always wanted to be really great at whatever I do." - Chas Woodhull

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Matthew Mandell (https://www.linkedin.com/in/matthewlmandell/) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor's degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients.In this episode, Chris and Matthew discuss:1. The 10X Mindset2. How to Turn Clients into Advocates3. The Power of Networking4. When to Hire, When to Partner, and When to Stay SoloLinkedIn: https://www.linkedin.com/in/matthewlmandell/ Website: https://www.ameripriseadvisors.com/matthew.l.mandell/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Matt Zeigler (https://sunpointeinvestments.com/) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he's gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt's talent-turned-skill is engaging people empathetically around their unique situations.In this episode, Chris and Matt discuss:1. Helping Clients Feel Heard, Informed, and Inspired2. How Financial Advisors Can Use Unexpected Analogies to Win Clients3. How to Get High-Value Clients Without Cold Outreach4. The Unexpected Networking Strategy That Builds Trust InstantlyLinkedIn: https://www.linkedin.com/in/matt-zeigler/ Website:(Personal) - https://cultishcreative.com/ (Company) - https://sunpointeinvestments.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Arthur J. Meconi III (https://www.ameripriseadvisors.com/arthur.j.meconi-iii/) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential.In this episode, Brian and Art discuss:1. The Power of Relationships: Small Gestures, Big Impact2. Client Retention Strategies: Building Trust in Times of Change3. The Franchise Model vs. Independent Practice4. Focus on Relationships, Not Just NumbersLinkedIn: https://www.linkedin.com/in/artmeconi/ Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ Facebook: https://www.facebook.com/ArthurJMeconi To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop  TikTok: https://www.tiktok.com/@faworkshop  YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop  Twitter: https://twitter.com/FAsWorkshop  iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408  Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE  Website: https://www.financialadvisorsworkshop.com/  Work with FourStar: https://financialadvisorsworkshop.com/Advisors  DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Brian Goodstadt (https://www.linkedin.com/in/briangoodstadt/) is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals.  In this episode Chris and Brian discuss: 1. Why Building Trust Outweighs Short-Term Gains 2. Listening as a Superpower 3. Why Integrity is Non-Negotiable in Wealth Management 4. Understanding Stock Options and Restricted Awards LinkedIn: https://www.linkedin.com/in/briangoodstadt/ Website: https://www.paragoncapitalco.com/team/brian-goodstadt  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  https://instagram.com/ultrahighnetworthclients  TikTok: https://tiktok.com/ultrahighnetworthclients  YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast  Twitter: https://twitter.com/uhnwcpodcast  iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com  Work with us: https://famousfounder.com/fa  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠   Tim Henry, a private wealth advisor with Ameriprise and CEO of the Henry Group shares his journey from being an accounting major to a top financial advisor, discussing pivotal moments in his career, the importance of community involvement, and insights for navigating major market events. Learn about, the significance of comprehensive financial planning, and the value of strong client relationships. In this episode Chris and Tim discuss: 1- Evolution of the Industry 2- Building Momentum and Client Relationships 3- Community Involvement and Client Acquisition 4- Team Building and Succession Planning LinkedIn: https://www.linkedin.com/in/timothymhenry/ Website: https://www.ameripriseadvisors.com/team/the-henry-group/ Twitter: https://x.com/timothymhenry1 Facebook: https://web.facebook.com/timhenryameriprise/ Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  ⁠https://instagram.com/ultrahighnetworthclients⁠  TikTok: ⁠https://tiktok.com/ultrahighnetworthclients⁠  YouTube: ⁠https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠  Twitter: ⁠https://twitter.com/uhnwcpodcast⁠  iTunes:  ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com⁠  Work with us: ⁠https://famousfounder.com/fa⁠  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

October 15, 2024 ~ Inflation is a top concern of voters as we hit the polls in 3 weeks. Duane Johnson, Private Wealth Advisor at Executive Wealth Management, looks at current trends with Kevin and Marie Osborne.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Arthur J. Meconi III is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, bringing over 20 years of experience to the table. Art delves into his unexpected journey into financial advisory, the role his wife plays in their successful practice, and the importance of building strong client relationships. Learn about his strategies for acquiring other firms, creating a concierge service model, and setting long-term business goals. In this episode, Chris and Art discuss: 1. The Role of Family in Business 2. Building and Growing the Practice 3. Acquiring Other Practices 4. Future Goals and Client Experience LinkedIn: https://www.linkedin.com/in/artmeconi/ Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ Facebook: https://www.facebook.com/ArthurJMeconi Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Many people love the thought of investing in real estate. However, there are risks with any investment. Should real estate be part of your investment strategy? How might it fit into a portfolio? What are the challenges when it comes to using real estate as part of your financial plan? Is real estate a better investment plan? How does it compare to other investments? In this episode of Real Estate Right Now Adam Whitesell, CFP®, CRPC™, APMA™, CEP®, Private Wealth Advisor, Managing Director at Inspired Capital joins us to talk about how real estate can be a part of your financial future.   Linda Craft Team, Realtors www.LindaCraft.com Linda Craft[...]

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In the latest episode of the FemCity Podcast, FemCity Founder, Violette de Ayala is joined by FemCity Founder Member and financial planner, Mari Delgado where they dive into the topic of Girl Math, the Truth of Women and Finances. Don't' miss this.  About Mari // Mari, a CFP® professional and Private Wealth Advisor, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals For America at FIU, to starting her career at the top team at Merrill Lynch, she's broken down barriers time and time again. Mari brings a decade of experience in Private Wealth Management. She currently works at Ellevest, a financial advisory firm built by women for women. Her main focus is to help women in transition: executives with significant wealth tied up in one stock, dealing with divorce or the loss of a partner, receiving an inheritance, navigating an IPO or liquidity event or nearing (or currently in) retirement. Mari helps her clients build financial stability and make an impact with their wealth using personalized, goals-based investment strategies. She currently serves both Spanish- and English-speaking clients nation-wide. Mari is a big supporter of local organizations like Habitat for Humanity, 100+ Women Who Care, Women's Executive Club of Fort Lauderdale, Coral Gables Woman's Club and the Nicklaus Children's Hospital. Her hobbies include yoga, running & reading. Her and her husband, Manuel, recently welcomed twin boys! Connect with Mari! Email: mdelgado@ellevest.com LinkedIn: https://www.linkedin.com/in/mariidelgado/ About FemCity // Join FemCity with a complimentary Community Membership!It's the perfect way to sample our Membership, attend local events, meet FemCity Founder, Violette de Ayala and see if the FemCity vibe is a good fit for you. And it's free! You can also learn more about launching a FemCity Chapter in your community. FemCity has been seen in Gilt, Vogue, AP News, Entrepreneur, Forbes, and MarieClaire. Learn why FemCity is more than just a women's networking group at www.femcity.com and on all social platforms @FemCity. Want to learn about FemCIty? Join us for our free upcoming Get to Know FemCIty event.  About Violette de Ayala // Violette is a Cuban-American serial and social Entrepreneur, Founder of FemCity®, and virtual mentor to over 20,000 women. Violette has been quoted in Success, Entrepreneur, CNBC, Yahoo Small Business, Business Insider News as a small business expert. You can connect with Violette on IG, FB, LinkedIn at Violette de Ayala. About Lynn Pelzer // Lynn is the COO of FemCity and has held a chair position on boards, currently part of a DEI board with FemCity, she has been awarded the Rising Star Award and Crystal Executive Award in her previous company. She has been a contributor on podcasts as well as blogs, and has been a speaker in women's groups on the topics of business. You can connect with Lynn on Facebook or Linkedin @lynnpelzer.

Today's guest is Matt Zeigler. He's been on Talking Billions before, and he was also the guest host when we turned the tables. Matt asked me questions in Talking Billions' very first Fireside chat with the host. He is back, and we have lots to discuss. Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies. Matt's talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn't have to be complicated” Outside of work, Matt has a long-standing interest in all things creativity and culture related. He was born and raised in Pennsylvania and received his undergraduate degree in music from The University of Hartford. You can find him with his eyes on a book, his ears in some music, his nose over the stove, his feet on a trail, and his mind on the markets and the markets on his mind. I've been greatly enjoying his Cultish Creative blog posts, which I highly recommend. Matt has his podcasts — the Intentional Investor and Just Press Record. He also does incredibly insightful reviews of books. https://cultishcreative.com/ Matt has been generous enough to introduce me to quite a few of his podcast guests, whom I had the pleasure of hosting on Talking Billions. I also did my best to send him a number of fascinating earlier Talking Billions guests. Matt is one of those souls who leaves every place and everyone better after his visit or appearance, and I've been enjoying his positive karmic path in my pursuit of knowledge, wisdom, and understanding. Today, we discuss a variety of topics. We start with the power of stories and bridges between generations. Matt reminds us of the importance of listening and giving time and attention to others. We take on the topic of nostalgia and a whole variety of experiences around it. We learn about business, money, and economics from the punk rock music scene. Matt shares what it means to be independently happy. Stay tuned until the end, where, right about the moment when we are about to turn off the microphone, Matt tells a very emotional story of one particular painting that has great importance to him, a story that beautifully frames the entire conversation we've had. All right, please help me welcome Matt Zeigler. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor has a passion for helping individuals build wealth. After running successful family establishments in the restaurant / hospitality industry, he made a bold transition into finance, driven by a desire for fulfillment and a recognized gap in the industry. With his unique perspective as an entrepreneur, Frank brings captivating storytelling and expertise in real estate development, tax management, and private investment. His insights on 1031 exchanges and Delaware Statutory Trusts (DSTs) offer a fresh perspective for sophisticated real estate investors seeking to navigate these lesser-known concepts. As the founder of Revolution Xchange, Frank leads a team that provides comprehensive analysis, tailored programs, and turnkey solutions for tax-free exchanges. Their vast inventory of preferred listings, corporate partnerships, and experienced financial management team offer real estate investors unparalleled convenience and efficiency. From estate planning to business succession and wealth management, Frank's captivating presence, deep industry knowledge, and commitment to improving clients' financial well-being make him an engaging podcast guest who leaves a lasting impact.   In this episode, we talked to Frank about his business, strategies to maximize wealth, his profound advice on minimizing tax liability, especially for entrepreneurs, investing in real estate in general, “whale hunting” as a marketing method and how to apply it, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Wealth Planning;   02:22 Frank's background; 10:41 Strategies to maximize wealth; 12:32 Advice on minimizing tax liability; 17:22 An insight into investing in real estate; 22:09 "Whale hunting" and how to do it; 25:48 Round of insights       Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Not acting on an opportunity at the right time. Digital Resource: Any kind of reverse white pages database that one can find. Most Recommended Book: Any book from Grant Cardone. Daily Habit: Taking notes of the daily goals, and what you're grateful for to keep the energy up. #1 Insight for wealth planning: Without thinking of the size, start investing today if you haven't done so. Best place to grab a bite in Philadelphia, PA: Jim's South St. & Angelo's Pizzeria   Contact Frank: Website: https://revxwealth.com   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Since his daughter Adina experienced a terrifying allergic reaction to the inactive ingredients in medication, Seth Togal has been on a mission to change labeling laws through the ADINA Act. Once passed, the ADINA Act will require drug labels to identify major food allergens or gluten-containing grain. Tune in now to hear Seth's story of unwavering persistence when faced with unexpected and life-threatening circumstances and the determined action he's taking to make the world safer for individuals with food allergies.Adina, Jennifer and Seth Togal live in the Minneapolis, MN suburbs.  Adina was diagnosed with Celiac Disease, a dairy allergy and Eosinophilic Esophagitis (EOE) at age 8.  She's currently a 7th grader and enjoys playing golf, lacrosse, spending time with her friends and camping. Jennifer is owner/operator of a fine-art photography company and Seth is a Private Wealth Advisor at a Regional Private Bank. Follow on social media: @theadinaactFARE Endorces The Adina Act: https://www.foodallergy.org/media-room/fare-strongly-endorses-adina-act-hr-4263/s-2079Star Tribune Editorial: https://www.startribune.com/add-allergen-labels-to-medications/600343880/Dean Phillips Press Release: https://phillips.house.gov/news/documentsingle.aspx?DocumentID=968

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst,  discusses Boeing's first quarter deliveries. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses L'Occitane and Blackstone reportedly nearing a deal to take the skin-care company private. Ruben Hovhannisyan, Generalist Portfolio Manager in TCW's fixed income group, discusses the latest from the fixed income space. Sheridan Prasso, Bloomberg News Senior Investigations Writer, discusses the Big Take column: “Iran's Better, Stealthier Drones Are Remaking Global Warfare.” Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing saying its' CEO Dave Calhoun is stepping down. Erik Larson, Bloomberg Legal Reporter, talks about Donald Trump's bond being reduced to $175 million as he appeals a NY Fine. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook on the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple, Google, and Meta being probed by the EU. Joe Degrosa, Chairman and CEO of Axxes Capital, discusses the latest on the markets.  Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, explores topics ranging from the impact of being unlucky early in one's career to the parallels between an advisor's role and that of a music producer. Join the conversation on The Active Advisor podcast and learn how Springsteen's "Money for Nothing" influenced Matt's investment philosophy.

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Angela Stent, Senior Fellow at Brookings Institution, and author of Putin's World: Russia Against the West and With the Rest, discusses the US unveiling its biggest one-day sanctions package against Russia since the invasion of Ukraine two years ago. Maddi Dessner, Head of Global Asset Class Services at Capital Group, discusses the firm's Capital Markets Assumptions report. Dave Donnelly, Managing Director of SpiderRock Advisors, shares his thoughts on investing in Bitcoin ETFs as a hedge against crypto volatility. And we Drive to the Close with Katerina Simonetti, SVP and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Hosts: Carol Massar and Jennifer Ryan. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies. Matt's talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn't have to be complicated.” Outside of work, Matt has a long-standing interest in all things creativity and culture related. He was born and raised in Pennsylvania, received his undergraduate degree in music from The University of Hartford, and has resided in Connecticut for over 20 years. You can find him with his eyes on a book, his ears in some music, his nose over the stove, his feet on a trail, and his mind on the markets and the markets on his mind. I've been greatly enjoying his Cultish Creative blogposts that I highly recommend. Today, we talk about a variety of topics. I especially enjoyed hearing about Matt's experience straddling both music and investing in life, and what the two have in common. We have a longer discussion about curiosity, and ideas and bring up Rick Rubin, Joseph Campbell, Rory Sutherland, and more. Stay tuned until the end, when we talk about how the world works, and how to make it work for you. It's just an all-around fun, deep, entertaining, and educational conversation. https://cultishcreative.com/ NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Listen to the Be Bold for Jesus Podcast to be encouraged, inspired and empowered to go out and share your faith with others. Today we are hearing from Ed McCahill.Ed is a Sr. Private Wealth Advisor and Partner at Blue Trust's Bothell, WA office. He helps his clients gain perspective, purpose and peace of mind in their personal finances by applying biblical financial wisdom and technical financial expertise to his clients' financial plans and investments. He is a Certified Wealth Strategist.  Prior to joining Blue Trust in 2010, Ed spent 26 years working in the tech industry, including 18 years at Microsoft in product management and marketing management roles. He holds a Finance degree cum laude from the Carroll School of Management at Boston College and an MBA with a Marketing concentration from the Manning School of Business at the University of Massachusetts Lowell. Ed and his wife Cindy are blessed with four adult children and five grandchildren. They live in Woodinville, WA. 

Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as Grace talks about what it was like to join a two-person RIA firm, as well as how she overcame the challenges she faced along the way. You'll learn how she grew in her role and developed into a solid associate financial planner during her tenure there, why she left to join a larger RIA firm, and how she navigated some of the hurdles with joining a larger organization. You can find show notes and more information by clicking here: https://bit.ly/3GQHmFO

We started off this week's show by chatting with Private Wealth Advisor with BMO Wealth Management Joshua Hermann who joins the show to talk about the importance of putting a budget together, how home equities can help, and financial planning. Then, IRS Tax Attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem […]

Featured on WGN Radio's Home Sweet Home Chicago on 12/23/2023: Business Banking Officer – VP – and Private Wealth Advisor with BMO Wealth Management Joshua Hermann joins the show to talk about the importance of putting a budget together, how home equities can help, and financial planning. To learn more about what Joshua and BMO Harris Bank […]

Today's guest is Frank Hanna.   Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, is a leading specialist in Estate / Tax Planning, Private Real Estate Investment, and Wealth Management for a select group of individuals, executives, and privately held business owners.   Show summary: In this podcast episode, Frank B. Hanna Jr. explains how they bridge the gap between traditional investments and real estate, offering sophisticated real estate deals to high net worth clients. Frank also educates clients on the benefits of Delaware Statutory Trusts (DSTs) for tax-deferred property exchanges. He shares his optimistic perspective on future economic opportunities, attributing it to maturing debts and banks' reluctance to lend. The episode concludes with Sam appreciating Frank's unique approach and valuable insights.   -------------------------------------------------------------- Intro (00:00:00) Introduction of Frank B. Hanna Jr. (00:00:52) Frank's background and current business (00:01:16) The 1031 Exchange Solution (00:09:45) Delaware Statutory Trust as an Alternative (00:11:13) Diversifying with DST Programs (00:16:29) The debt situation and upcoming opportunities (00:22:00) Taking advantage of opportunities in the market (00:21:16) Contact information and resources (00:23:31) -------------------------------------------------------------- Connect with Frank:  Facebook- https://www.facebook.com/RevXWealth   Instagram- https://www.instagram.com/revxwealth/   LinkedIn- https://www.linkedin.com/company/revolutionx-asset-management/   Web- https://www.revxwealth.com/     Connect with Sam: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook: https://www.facebook.com/HowtoscaleCRE/ LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre/ Email me → sam@brickeninvestmentgroup.com   SUBSCRIBE and LEAVE A RATING. Listen to How To Scale Commercial Real Estate Investing with Sam Wilson Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234 Spotify: https://open.spotify.com/show/4m0NWYzSvznEIjRBFtCgEL?si=e10d8e039b99475f -------------------------------------------------------------- Want to read the full show notes of the episode? Check it out below: Frank Hanna (00:00:00) - You know, we manage north of $1 billion for clients. And, you know, when things get rough, you know, the advisor in me, you know, worries for my clients because I know they they get concerned and they get upset. But for me, as an entrepreneur and a real estate investor, I, I get excited to take advantage of some of those opportunities that are out there. And I think, I think there are going to be a ton of opportunities over the next, the next 18 or 24 months for the groups that are well positioned, that are well capitalized. And, um, you know, have, you know, the iron gut to take chances and, and, you know, pursue some of the opportunities that are out there.   Sam Wilson (00:00:39) - Welcome to the how to Scale commercial real estate show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big.   Sam Wilson (00:00:52) - Frank B Hanna junior is a leading specialist in estate and tax planning.   Sam Wilson (00:00:56) - He also specializes in private real estate investment and wealth management for a select group of individuals, executives and privately held business owners. Frank, welcome to the show.   Frank Hanna (00:01:06) - Thanks for having me, Sam.   Sam Wilson (00:01:07) - Absolutely. The pleasure is mine. Frank. There are three questions I ask every guest who comes on the show in 90s or less. Can you tell me where did you start? Where are you now? And how did you get there?   Frank Hanna (00:01:16) - Um, I started in the, uh, hotel restaurant business. Did that for a number of years, managing, um, family owned businesses. My my family and businesses did that for, you know, 15, 20 years and got out of that and was doing a little bit of, you know, single family home construction, house flipping type stuff and, um, then diversified into some, some other sectors of real estate and, um, you know, wasn't in love with the restaurant business, ultimately had a lot of good relationships from that and had an interest in real estate and basically packaged that into a kind of hybrid financial planning consulting business with a real estate arm.   Frank Hanna (00:01:59) - And, um, I, uh, currently live outside of Philadelphia. My partner and I have been working together for, um, about 15 years. We started, uh, Revolution X years ago. We rebranded recently, and, um, you know, we've got a, uh, a nice footprint, um, you know, probably on East Coast primarily, but we do business across the United States.   Sam Wilson (00:02:21) - Wow. That's a lot of moving. Uh, a lot of moving pieces there. You 15 or 20 years in the family business and. And how did you. I mean, it sounds like a strategic shift when you got out of the family business and said, okay, we're going to go into wealth advising, planning all those things. Like what? What was the the evolution of that? Yeah, I'm sure there's a lot there that I just.   Frank Hanna (00:02:42) - Yeah, yeah. No, it's a great question. So yeah. Uh quick quick turn there. So I, it's funny my um, I, I had had a little bit of background in real estate, um, through my family.   Frank Hanna (00:02:54) - So my father had done restaurants for years, and he had kind of taken some of his successes and, um, and, and, and wealth from that to get into real estate. So I learned a lot through him and through some of our relationships there. My partner was actually doing like high level financial planning for some recognized individuals. Um, where I was living down near Ocean City, Maryland, and he actually was calling upon my father to try to do some financial planning. So we we connected. My dad actually pawned him off on me, and we got talking and started brainstorming and said, hey, you know what? He he's got a lot of good tools that his toolbox on the financial planning side of things. And I think, I think he can help us and help some other people. And I had a good background on, um, you know, business management, tax planning, um, you know, real estate. And we said, hey, look, let's, let's kind of package what we're, what we're both good at and see if we can, um, capture some market share and focus on a certain type of client.   Frank Hanna (00:03:56) - Um, and we, we started from there and, uh, you know, from the ground up. It was a tough, tough fight, but we're, uh, we're rolling pretty good now.   Sam Wilson (00:04:06) - Wow. Okay. I mean, and this is one of the things I think that we've see in the real estate world is that there's people who are like, you know, I'm only real estate. That's it. They they're only going to invest in real estate. And then you have people that are, you know, the typical stock and bond brokers, financial planners, that that's all they know. And the two seem to not very often intersect where you find some of the understands business and understands real estate that understands traditional kind of investing channels. Is this kind of what you've done, has been able to blend all of those?   Frank Hanna (00:04:36) - Yeah, I think so. You're right. You're right. So you have your you know, typically, typically most of your high net worth clients or our high net worth clients have have some wealth in real estate.   Frank Hanna (00:04:45) - Maybe they're doing that on their own. Um, and but yeah, you're right. Some people just love, love the, the thrill of kind of that real estate deal. And they put every last dollar into that segment and sometimes don't get, um, you know, many dollars over to your more traditional investments. And then you have the other people that, you know, save into their, you know, 401 KS or the brokerage accounts. And, and that's how they kind of grew up and, and were taught that way. And, um, ultimately those people, you know, never really, um, you know, transcend into the real estate space because they don't really know where to start. So what we've done is, is taken some of those more sophisticated real estate deals and packaged them in a way where they are securitized and people can invest and get access to some of those deals. And yeah, we've kind of bridge that gap where you can have the best of both worlds. So most of our clients, um, you know, will typically, you know, dabble in both spaces.   Sam Wilson (00:05:46) - Walk us through that, like, how are you packaging those up and presenting those to your clients? I know that there's a lot of times there's they're just from the. The brokers I've spoken to in the, in the you know, the financial planners, they say, look, you know, we can't we can't do this because their, their hands are typically tied, especially by the bigger shops that they work with. They just can't simply touch that sort of thing. So how are you guys doing that.   Frank Hanna (00:06:08) - So so we really like so in the in the financial advisory space, you have to, uh, you know, hang your flag with a broker dealer. Right. So everybody has to have a broker dealer that, you know, supports you, um, make, you know, make sure you guys are doing things the right way and, and, yeah, some of those bigger broker dealers, they're just, you know, like, they're the, the massive ship moving in the night. They don't typically want to invest the resources for all those different advisors.   Frank Hanna (00:06:36) - And and some of those type of alternative products can be somewhat sophisticated. So um, we moved away from there. We used to be with a big, large broker dealer that was not favorable. They didn't want to do anything that was out of the, uh, you know, quote unquote vanilla or the norm. Um, and now we we work with a broker dealer, um, that their sweet spot is in the alternative space. They focus on a high end advisor, um, you know, high net worth clients, and they give us access to some of the best stuff that's out there. So between us and them, we we basically, um, vetted the marketplace across, you know, the continental US and basically found some of the biggest players that had the most sophisticated offerings and, you know, their kind of sweet spot or asset class. And they do real estate syndicated deals. And some are some are designed for people that have cash on the sidelines and they just want to diversify or get away from, you know, some of the volatility in the stock or bond market.   Frank Hanna (00:07:40) - We have a lot of other deals that qualify for like 1031 exchange planning. So people will sell their hard real estate and they can't find a replacement property. They don't know where to go next. Or maybe they're just over the headache of, you know, property management. So there's there's a solution there that a lot of people take advantage of through us. And then we have a lot of deals where we do, you know, cost segregation studies. So people that either have a large, you know, passive income or maybe they, um, qualify as a real estate professional. They'll invest in our deals, uh, you know, not only for cash flow, but primarily for that accelerated depreciation to, um, you know, offset of their offset, some of their federal and state income taxes.   Sam Wilson (00:08:24) - What what I see a lot of I would put myself in this category as the deal sponsor. Like there's they're the people like us who are the deal sponsors. I know the deals we do. And that's kind of where my expertise stops.   Sam Wilson (00:08:37) - But for you, you kind of have to take a holistic approach to people who are, you know, for me, it's like, okay, hey, you know what, Frank? You're you're a accredited investor and you got $100,000. You want to invest. Okay. Come on. No, not not not a not a high hurdle. But for you, it sounds like there there's a there's a certain client type that really is looking for what you do. Who would you say is your kind of ideal client?   Frank Hanna (00:09:00) - I would say, um. You know, I kind of look at it two ways. So. So we have we're really attractive for like, the younger entrepreneur that maybe is, is, you know, a relatively high income, you know, I'd say, you know, six figures and up a year, um, that, that is looking to enter the market and they just don't know where to start. Right. So we can, um, you know, assuming they qualify as accredited investor and have some assets elsewhere, um, they could we get a lot of, a lot of people that are maybe a 30, 30, 40 years old that are just entering the market and they want to get their their toes wet, and they'll get into one of our one or more of our deals, and it typically goes from there.   Frank Hanna (00:09:45) - So that type of client and we have some, some, you know, ultra high net worth clients that have all type of planning needs that are maybe, you know, in their 60s and 70s, 80s, and they're looking to kind of simplify their life, or maybe get some of their financial freedom back, and they've started to divest of some of the holdings that they've had over time. Um, you know, they're they're obviously tax focused. Um, but we get a lot of those type of clients that say, hey, you know what? I've had a ton of success, but I don't feel like managing, you know, dozens and dozens of properties anymore. I'd like to sell, but I don't want to get whacked with, you know, massive cap gains taxes. What can I do? So we educate those type of clients on, hey, you can, you know, sell that real estate, you know, do 1031 exchange planning. And if you don't want to go out and buy another hard piece of real estate that you want to manage, you can use, um, you know, a technique or a solution we typically use like a Delaware statutory trust.   Frank Hanna (00:10:48) - And, uh, it qualifies for the 1031 exchange. So we get a lot of clients that are selling real estate and using our solutions, um, to execute a 1031 exchange.   Sam Wilson (00:10:59) - What? And I think you've just mentioned one of those creative solutions, but what what are some of the, uh, and maybe you can give more detail on that if it's relevant. But some of the creative solutions you guys feel like you've crafted, maybe that are kind of lacking in the marketplace.   Frank Hanna (00:11:13) - So I think, um, you know, the I'll, I'll just start on that Delaware statutory trust. So that's that's nothing new. But for whatever reason, a lot of people are unaware that it's out there as a, as an alternative to a traditional 1031 exchange. Um, or, you know, there's misunderstandings of how they operate. Um, you know, it really has nothing to do with Delaware. But, um, essentially we we take a lot of our deals and I'll use the Delaware, uh, statutory trust tax wrapper just for those 1031 exchange dollars.   Frank Hanna (00:11:47) - And those people that need, need, have that need. Um, so the Delaware statutory trust is a trust where you can, you know, utilize, sell, sell your hard piece of real estate and do a complete tax deferred exchange into one or more offerings, um, and get a tax favored monthly income. We do a lot of deals and, and a variety of different asset classes, um, you know, multifamily, self-storage, industrial, student housing, you know, everything under the sun. We're focused in, you know, markets that are, you know, high growth. They have a good story behind them. They're pro-business, tax favored. And, um, you can, you know, again, uh, relinquish the property management responsibilities and go into our deals. And, um, you know, the length of length of our deals are typically, I don't know, 3 to 6, 4 to 7 years hold. And again, when those deals sell, you can do another 1031 exchange on the back end as well.   Sam Wilson (00:12:50) - No, I love that. That's, uh, and that's one step more sophisticated. I would, I would imagine, than just a straight 1031.   Frank Hanna (00:12:58) - It's, it's a it's actually, um, you go through the same process as the 1031 exchange. So you're going to have your you have to hire a qualified intermediary to be your, like third, third party, unaffiliated, um, individual. That would be the middle man in the in the terms of a 1031 exchange. And then, you know, when you typically would follow that guideline of 45 days to identify and a total of 180 days needed to purchase that new replacement property. Um, our deals are already prepackaged. They're approved. They're ready to go at any given time. We probably have 15 different Delaware statutory trust programs that are available. Um, and you can list them right on your ID sheet and invest those dollars. There's no closing costs. We can settle in 3 to 5 days. So, um, you know, it's it's a little bit of a sophisticated product, but it's once you understand it, it's super easy.   Frank Hanna (00:13:55) - Um, and I, I'd argue it's easier than you know, negotiating and, you know, settling in a hard piece of real estate so we can move quickly. We always have inventory, some really attractive deals. Um, so that's I'd say that's a huge part of our business. I, I'd say that was maybe 5 or 10% of our business. Um, five, six years ago, it was probably 50% of our business this year.   Sam Wilson (00:14:18) - Wow. Wow. No, that sounds really powerful because people are looking for those types of things where one they can push the easy button. Yeah. Okay. You got 15 DST, DST programs that you can pick from. That's pretty impressive because then it's like, well, it just it's just a menu. Which one do I like? And then you're not responsible for it once you do that. Yeah. I mean, that's, uh, that's pretty powerful. I guess I got this just probably get into the weeds here a little bit. And so if it's too far in the weeds, tell me to just stop and part of it.   Sam Wilson (00:14:44) - But it's in those in those DST programs you guys have, you guys are then going out and working with operators, deal sponsors, people that are actually boots on the ground doing, you know, the deals themselves. Unless you guys are running all of these yourselves, which I would be thoroughly.   Frank Hanna (00:14:58) - Yeah. So so yeah. So we have some several layers of due diligence so we understand the deals. Um, so we have, you know, a number of partners that we've got some sort of track record with. Um, but we don't rubber stamp, you know, any deal just because of who's bringing it to the table. So we typically, um, you know, get word either that, hey, this is this is coming to market, or they're thinking about putting this deal together. And then we have our team do a very thorough analysis of the program. We visit the property through, you know, every type of study imaginable and look at the financials and say, hey, this is a deal that we think, um, has a high probability of success.   Frank Hanna (00:15:37) - We're going to approve it and put it on our platform. Um, or we'll look at that deal and say, hey, it's not for us and we're not going to approve it. But, you know, we invest in almost all our own deals. So if it gets if it gets to our platform, we feel really good about it. Um, and then we can offer it to the market or relationships that we have that are, that maybe have that 1031 exchange need. Um, but it's yeah, it's nice. We can kind of layer that out, diversify the client. And, you know, it almost acts like a laddered bond portfolio where, you know, if you if you had $1 million deal and you invested in, you know, 3 or 4 DSPs, you know, once we get out to year three, it's it's rare that, you know, we're not calling you once a year and saying, hey, Sam, good news. Uh, one of your deals is going full cycle, and you have to make another choice.   Frank Hanna (00:16:29) - Are you going to cash out, pay your taxes, do another DST with us or somebody else? Or you can actually go back into hard real estate. Um, and there's typically, you know, a nice income, some degree of appreciation. Um, but it's flexible. So we have a lot of people that, um, are using us now, maybe because of the, you know, rough lending environment and low inventory and deals are hard to come by. And, and, you know, all the factors that are headwinds right now for us, people are still selling real estate. You know, where they say, hey, I can capture a premium. I definitely don't want to pay the taxes, but I don't want to just buy something else that I have to manage that's not as attractive as the property I'm selling, and I don't want to pay top dollar for that. What can I do? Well, you could park it in a DST with us for a handful of years, let the market in a reset and then go back into hard real estate.   Frank Hanna (00:17:26) - Um, you know, in some time.   Sam Wilson (00:17:29) - That makes a lot of sense. And I was going to ask that question when it comes to in order to keep 15 different DST programs that you have may be open, you got to keep your pipeline full of opportunity inside of those. If those are single asset syndications, I mean, those are typically time bounds. So it seems like you'd have a lot of I mean, a lot of deals coming in and out. And I was going to just ask, how do you keep track of that? You know, if there's that many. You know, deals all at once.   Frank Hanna (00:17:57) - Yeah. So so we've got, um, you know, again, we're not doing everything ourselves. So those, those sponsor companies that we're working with. Um, you know, they, they do the day to day management opportunity or responsibilities. And then our broker dealer, um, you know, has another layer of, of responsibility on that too. And then we have a team of, you know, a couple dozen people that focus on all these deals.   Frank Hanna (00:18:24) - And, um, you know, we we have our kind of expected timeline and then, you know, that can change with different circumstances. But yeah, it's, you know, there's a lot of moving parts to it, but we've got that kind of sweet spot or size that I think enables us to be really proficient, um, with, you know, with the type of clients we have, we're not, you know, we kind of stay right in that space where we feel like, hey, we've got plenty, we've got good inventory, we've got good deals. We don't have. You know, too little where we can't meet the need, but we're not approving. You know, much more than that just because, uh, there's, you know, there's not a need there. So we we feel good about our business model and the support and the partners that we have to help manage that. But, um, yeah, you know, having it can change over time. I'd say fifteen's around what we typically have, some of them can be a handful of assets.   Frank Hanna (00:19:19) - Some of them are single assets. But all depends.   Sam Wilson (00:19:22) - Got it. Very, very good. I want to shift gears here just, uh, slightly when you're talking to your ultra high net worth investors, what what is your kind of subjective opinion of how they're view and set market sentiment? I guess you will. How they view the market. How has that changed in the last 12 to 18 months? And I guess if you can give us that insight, that would be helpful.   Frank Hanna (00:19:46) - Yeah, I'd say, um, you know, it's it's a it's a blend. You know, I have some clients that say, hey, you know what? This is as bad as I've seen it. You know, whether it's the economy or whether it's, uh, you know, just what's going on with, um, you know, federal circumstances. And then I have others that say, you know what? I've been through 4 or 5 crashes and market corrections and the worst of the worst. And I've survived every one of them.   Frank Hanna (00:20:13) - So I'm I'm ready, and I'm going to take advantage of, uh, the opportunities that present themselves. Present themselves. Um, assuming, you know, things get worse before they get better. So it's funny because I, you get total totally different sentiments on that. Um, but I think we are in unchartered territory with what's going on in the world, and, uh, you know.   Sam Wilson (00:20:40) - Yeah. Who who who actually knows? Has there been any strategic shift in the way investors invest?   Frank Hanna (00:20:47) - I don't think so. I think um, I think again, the, the ultra conservative and the doomsday buyers and the clients like that, that I have to stay that way. And I don't try to change their mind. Um, but they're, they're those people that are out there. And then there's the others that, hey, they just keep operating. Um, you know, assuming there's going to be a tomorrow and they've had success and, you know, it's it's funny because, you know, we manage north of $1 billion for clients.   Frank Hanna (00:21:16) - And, you know, when things get rough, you know, the, the advisor in me, you know, worries for my clients because I know they they get concerned and they get upset. But for me, as an entrepreneur and a real estate investor, I, I get excited to take advantage of some of those opportunities that are out there. And I think, I think there are going to be a ton of opportunities over the next, the next 18 or 24 months for the groups that are well positioned, that are well capitalized. And, um, you know, have, you know, the iron gut to take chances and, and, you know, pursue some of the opportunities that are out there. So, yeah, two sides of it, I look at it that way. But I do think there's going to be a lot of really good opportunities that are going to come available soon.   Sam Wilson (00:22:00) - Yeah. Would you would you base that um, that feeling just upon the the amount of debt that's maturing? Yeah.   Sam Wilson (00:22:07) - I think.   Frank Hanna (00:22:08) - Yeah. The debt situation, there's just substantial amount of debt that's all maturing in the next couple of years. And you've got banks that don't want to lend on a variety of different asset classes. Um, so I think, again, the people that are well positioned that they're that are well capitalized are going to be able to really, you know, swing the bat and get well positioned on a lot of those deals. And we have like a lending arm to. So we're in a position where, you know, if we feel like the collateral is good, um, we can make a really nice spread on those loans and, and play, you know, more defensive positions. So we're not always, you know, on the equity side of things.   Sam Wilson (00:22:50) - Right.   Sam Wilson (00:22:50) - Right. Now that makes a lot of sense. And I think there's some other people out there with that kind of same idea where it's like, hey, you know what? If we can we can come in, uh, you know, with some rescue capital, take some things over, you know, to, you know, at a discount to market, then, um, like you said, you just got to be ready for that.   Sam Wilson (00:23:05) - So. Yeah. Very cool. Frank, I have thoroughly enjoyed our conversation today. I love what you guys are doing. I love your, uh, kind of unique approach to, uh, tying real estate and investments and tax strategy. I think you guys run a very unique shop there to something we don't see a lot of. So I appreciate what you guys do. Thank you sir. Certainly learned a lot from you here today. If our listeners want to get in touch with you and learn more about you, what is the best way to do that?   Frank Hanna (00:23:31) - Uh, check out our website. Um, our Rev X Wealth comm. So Rev X wealth.com. Um, you can inquire contact all our contact information's on there. If you want to get Ahold of us ask a question that rev wealth is all over social media to. If you want to search, follow us. There's a lot of good content out there that we put out, um, from, you know, the ultra sophisticated maneuvers to just really good basics to follow.   Frank Hanna (00:23:57) - Um, but, yeah, happy to talk to anybody that's out there. Answer questions, confident you get value out of a brief conference. Uh, conversation with us.   Sam Wilson (00:24:05) - Awesome. Frank, thank you again for the time today. I certainly appreciate it.   Frank Hanna (00:24:08) - Yeah. Thank you. Sam.   Sam Wilson (00:24:09) - Hey, thanks for listening to the How to Scale Commercial Real Estate podcast. If you can do me a.   Sam Wilson (00:24:13) - Favor.   Sam Wilson (00:24:14) - And subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts.   Sam Wilson (00:24:19) - Whatever platform it is you use to listen. If you can do that for us, that would be a fantastic help to the show. It helps us both attract new listeners as well as rank higher on those directories. So appreciate you listening. Thanks so much and hope to catch you on the next episode.

Featured on WGN Radio's Home Sweet Home Chicago on 21/16/23: Private Wealth Advisor with BMO Wealth Management Joshua Hermann joins the program to discuss why you should let an expert with BMO review your financial portfolio. To learn more about what Joshua and BMO Wealth Management can do for you, go to bmo.com or give […]

Want to discover the common financial pitfalls that small business owners face, and learn strategies to overcome them?In this episode of The Business Ownership Podcast I interviewed Frank Hanna.Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management for a select group of individuals, executives, and privately held business owners. Frank spent 15+ years within the restaurant/hospitality industry operating several of his family's restaurants and bars in the Fenwick Island, Delaware, Ocean City and Salisbury, Maryland area. In 2007, he launched a financial consulting firm within his family business providing guidance in real estate development, tax management, and private investment. He has has successfully taken his years of experience running his own companies and applied his business acumen and lessons learned to the challenges and concerns his clients face, giving him a unique perspective that most financial advisors cannot offer. He has been recognized within the industry for his production, leadership, and ability to serve his clients in an exemplary manner. In 2014, Frank received his designation as a Chartered Financial Consultant (ChFC). He holds FINRA Series 7, 6, 63, and 65 licenses. He is securities licensed in the states of AZ, CA, CT, DE, FL, MD, MA, NC, NJ, NY, PA, SC, VA and VT. Additionally, Frank carries a license for the following lines of insurance: Life and Fixed Annuities, Accident and Health, Variable Life, and Variable Annuities. He sits on the Peninsula Regional Medical Center Foundation Board of Directors in Salisbury, MD as well as the Board of Limited Jurisdiction for Saints Peter and Paul School in West Chester, PA.Frank's expertise will help you fortify your business fortress and safeguard your hard-earned wealth against unnecessary taxes.Check it out!RevX Wealth Website: https://www.revxwealth.com/Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Today we had the privilege of sitting down with Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, who brought a wealth of knowledge and experience to the table. Frank is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management, catering to a select group of individuals, executives, and privately held business owners. With over 15 years of experience in the restaurant/hospitality industry, operating family-owned establishments in Fenwick Island, Delaware, Ocean City, and Salisbury, Maryland, he transitioned into the financial world in 2007. Launching a financial consulting firm within his family business, Frank began providing invaluable guidance in real estate development, tax management, and private investment. In today's episode, Dave and Frank delved into crucial topics, including the importance of having a succession plan in place. Frank shared his current market perspective, providing insights on real estate, and discussed key aspects of tax planning and considerations. What sets Frank apart is his ability to draw on his entrepreneurial background. Having successfully run his own companies, he applies his business acumen and the lessons learned to address the challenges and concerns his clients face. This unique perspective distinguishes him from other financial advisors. The conversation was not only informative but also offered practical advice that our listeners can apply to their own financial strategies. In this episode, we discuss: Frank's unique perspective, derived from over 15 years in the restaurant/hospitality industry and successfully running his own businesses Key aspects of tax planning, providing practical considerations and strategies for optimizing tax management in financial planning. The importance of having a succession plan in place for individuals, executives, and privately held business owners His current market perspective, his insights and analysis to navigate the complexities of the financial landscape   Connect with Frank:  Website: https://www.revxwealth.com/  Linkedin: https://www.linkedin.com/company/revolutionx-asset-management/  Facebook: https://www.facebook.com/RevXWealth  Instagram: https://www.instagram.com/revxwealth/  Twitter: https://twitter.com/revxwealth  Tel number: (601) 232-0011   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   

Featured on WGN Radio's Home Sweet Home Chicago 11/18/23: CRA Relationship Manager with BMO Bank Millie Reyes Williams and Private Wealth Advisor with BMO Wealth Management Joshua Hermann join the show to shed light on their BMO Welcome Home Grant and down payment assistance programs that helps support minority and low-income communities and bowers. To learn more about what BMO […]

In this episode we delve deep into the incredible life journey and experiences of our guest, Katherine Schneewind, CEO of HighNote Wealth and a seasoned private wealth advisor with 27 years of experience in financial planning.   Katherine is a multi-faceted individual, with a background in music, community involvement, and even completing an Ironman triathlon. But what makes this episode truly special are the profound lessons we glean from her personal and professional life. Here are some of the highlights of what we discuss:   - How a “Prism approach” could have made Katherine's journey of overcoming challenges more effective. - The importance of mental health and strong support networks, especially during difficult times. - How being authentic and vulnerable transformed Katherine's journey in the financial planning industry. - Katherine's journey of overcoming self-doubt and practicing vulnerability. - The power of small, incremental changes, gratitude, and positive habits.   Listen to  this transformative episode filled with valuable insights and life lessons. You won't want to miss it! Remember to subscribe for more inspiring stories!

On this segment of Your Money Matters, Jon Hansen is joined by team members of Busey Bank. Simon Grant is the Senior Vice President and Managing Director with Busey Wealth Management. Natasha Marriner is Vice President and Private Wealth Advisor with Busey Wealth Management. October is financial planning month and the trio discusses reassessing goals, what […]

Featured on WGN Radio's Home Sweet Home Chicago on 10/21/2023: On the show, BMO Bank’s Letticia Flores-Poole and Vachon Harper-Young join teach us about Zero Barriers to Business program as a Business Banking Vertical and what this means under Zero-based budgeting (ZBB). Then, Private Wealth Advisor with BMO Wealth Management Joshua Hermann joins into the conversation to […]

In this episode, we delve into the secrets of success and wealth management with our guest Homer Smith, Private Wealth Advisor, Konvergent Wealth Partners. We explore the decisions successful people make, the concept of a virtual family office, and the importance of making good decisions about wealth and taxes. We also discuss the challenges of managing wealth and the benefits of a comprehensive approach to wealth management.Topics Discussed• The mindset and decision-making process of successful people• The concept and benefits of a virtual family office• The importance of making good decisions about wealth and mitigating taxes• The differences in managing ultra wealthy individuals versus those in the median wealth range• The role of taxes in wealth management and the benefits of focusing on tax efficiency• The challenges faced by accountants and lawyers in wealth management and strategies to overcome them• The importance of understanding the intent of wealth management solutions• The role of insurance in wealth management• The benefits of an All-Weather approach to investment and wealth management• The psychological worries of wealthy individuals and how to address them• The importance of focusing on the big picture in wealth managementConclusionThis episode is a must-listen for anyone interested in wealth management, the psychology of successful people, and the intricacies of managing wealth. It provides valuable insights and strategies to navigate the complex world of wealth management and achieve financial success.This is “ReSolve's Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

And another One! Local DMV Business K Street Financial's Kurt Patrick stopped by the studio. In this episode he explains his passion for financial literacy and empowerment, what got him interested in the field, his approach to assisting others with their finances, and his most embarrassing moment when he first began his journey as a Private Wealth Advisor (yes you heard right!, WEALTH ADVISOR). In 2008 Kurt was presented with the opportunity to open and grow a new Washington, DC office, since then it has grown from 3 Reps and Advisors to over 30. Their goal is to educate you about your finances so you have clarity, confidence, and conviction about where your money is going and how to accomplish your most important goals—no matter how they may change. K Street Financials Values are humility, joy, collaboration, education, growth, and service, as they consider it a privilege to serve their clients and provide world-class support and education that empowers... So sit back, relax, and let's get our money right!    We were also blessed with a dope track from Lightskin Bobby (IG | @lightskinbobby) "New Way" ft. Highend Rio (Full VIDEO)   Listen to the All Gas, No Breaks podcast here https://feed.podbean.com/agnbpodcast/ ... and wherever you stream podcasts   Social Media: https://linktr.ee/agnbpodcast Twitter: https://twitter.com/AGNBpodcast Instagram: https://www.instagram.com/agnbpodcast/ Facebook: https://www.facebook.com/AllGasNBreaks/ YouTube: https://www.youtube.com/c/ALLGASNOBREAKSPODCAST

For more than two decades, Lynne Sebastian has been focused on building and protecting the wealth of high-net-worth individuals and families across the country. She specializes in working with people in transitional periods of their lives, such as newly retired, divorced, widowed, or those who have recently come into an inheritance. She delivers comprehensive financial planning including budget analysis, investment management, legacy planning, retirement income and long-term care solutions. Lynne enjoys educating the next generation of her clients and stresses the importance of financial independence. A graduate of the University of California, Santa Barbara, Lynne earned the Chartered Retirement Planning CounselorSM® designation from the College of Financial Planning, and holds Series 7, 63, and 65 securities licenses as well as life, annuity, and long-term care licenses. Lynne is one of a select number of investment professionals at UBS who holds the Private Wealth Advisor designation as well as the Certified Exit Planning Advisor for Companies. CA Insurance License #0B62029.  Lynne holds the Forbes America Top Women Wealth Advisors Best-In-State 2023 & Top Women Wealth Advisor 2020-2022 designations. Lynne has been an active public speaker for companies and non-profit organizations on topics such as retirement planning, wealth preservation and raising responsible children of wealth. She has been a contributor to articles featured in The Wall Street Journal, Dow Jones News, and Bizwomen. Lynne is an active participant in the community, advocating and volunteering for organizations such as Leashes of Love Animal Rescue, Second Harvest Food Bank, and UCI Lifevest financial literacy program. Lynne and her husband Chris reside in Newport Beach with their two rescue dogs, Penelope and Dudley. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com. Catch up on past Critical Mass Business Talk Show interviews... YouTube: https://lnkd.in/gHKT2gmF LinkedIn: https://lnkd.in/g2PzRhjQ Podbean: https://lnkd.in/eWpNVRi Apple Podcasts: https://lnkd.in/gRd_863w Spotify: https://lnkd.in/gruexU6m #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning

Featured on WGN Radio's Home Sweet Home Chicago on 08/19/23: Private Wealth Advisor with BMO Wealth Management Joshua Hermann joins the program to discuss HELOC’s. To learn more about what Joshua and BMO Wealth Management can do for you, go to bmoharris.com or give them a call at 847-756-5512.

We started off this week's show by chatting with IRS Tax Attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem Tax Advocates about a new policy which prevents the IRS from making an unannounced visit to your home. Next, Private Wealth Advisor with BMO Wealth Management Joshua Hermann joins […]

What is Long-Term Care Planning? From a fiduciary perspective, it is educating and bringing awareness to the challenges and expenses of long-term care. 70% of people over the age of 65 will need care for 3 – 5 years. On today's episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC talks to Darrin Brumbaugh, Partner and Private Wealth Advisor at Harrison Financial Services about this planning process. When should you start thinking about Long-Term Care? What products are there to help people plan ahead? What can you utilize to stay at home? Listen in to get all the information that you need to protect your future.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Diamond Life Planning and Diamond Life Strategies', Founder & CEO, Jennifer Jost, joins Coruzant Technologies for the Digital Executive podcast.  She shares her incredible journey of surviving a major tragedy and realizing her inspiration was in her children, and decided to commit her life to helping others. Jennifer is now a successful  Certified Divorce Financial Analyst CDFA®, Certified Money Coach CMC®, Private Wealth Advisor, Author and Podcaster who is very passionate about the effects finances have on people's lives.

On this episode of Making Elephants Fly, Terry sits down with Derrick Kinney, a financial planning expert and advocate for the Good Money Revolution.  As a Private Wealth Advisor at Derrick Kinney & Associates for over 25 years, Derrick has a proven track record of providing financial security and quality advice to help people live the lives they've always dreamed of. But upon realizing that he no longer had the driving passion to be a financial advisor on his annual sabbatical in 2019, Derrick knew it was time to sell his practice, bet on himself again, and go in a different direction. Fast forward to today and Derrick is now a successful entrepreneur who's still excelling in the financial services space but in a different way. Secure in the coveted top 1% of his field, Derrick is also the author of the acclaimed Good Money Revolution and host of the popular Good Money Podcast. Derrick's “good money” mantra stems from this basic premise: “If you're not making the money you deserve and you're not making the impact on the world you've always wanted, there's a better way for your money.” Join Derrick and Terry as they delve into the transformative power of embracing personal beliefs, pursuing dreams, and making a positive impact on one's community. From Derrick's inspiring "$5 challenge" with young kids, to his insights on the value of belief and generosity in business, this conversation will challenge your mindset and ignite your passion for making a difference. Discover how to navigate economic challenges, stand out in a saturated market, and create lasting happiness through giving. Don't miss out on this revolutionary conversation that will reshape your views on money and purpose.  Find out more at http://terryweaver.com and join Terry at The Thing live event at http://thething.live, using the code PODCAST for a special discount.

Featured on WGN Radio's Home Sweet Home Chicago on 07/22/23: Private Wealth Advisor at BMO Harris Bank’s Joshua Hermann joins the program to discuss Home Equity and Business LOC rates. Josh also answers a number of questions from listeners who are looking to purchase a second home. To learn more about what Joshua and BMO […]

We started off this week's show by chatting with Founder and President of Perma-Seal Basement System’s Roy Spencer about sump pumps. Next, Josh Hermann who is a Private Wealth Advisor with BMO Harris Bank joins the show to talk about Home Equity and Business LOC rates. Then, Access Elevator's VP of Sales Frank Wasilewski joins […]

In this episode, Kyle Hurley joins 'The Raz Report' to talk about 2023's turbulent markets, how every-day investors can prepare for retirement, how to allocate portfolios, and more.Guest:Kyle HurleyLinkedIn: https://www.linkedin.com/in/kylehurley18/Kyle Hurley is a Private Wealth Advisor with Munroe Morrow Wealth Management. Kyle is a Certified Public Accountant in the state of Massachusetts. He joins the team after three years at Ernst & Young, where he performed auditing services for both public and private companies. Kyle attended the University of New Hampshire where he graduated Magna Cum Laude with a concentration in Accounting and Finance from the Peter T. Paul College of Business and Economics.Host:Jason RaznickTwitter: https://twitter.com/jasonraznickSign Up to Benzinga Pro today to receive most exclusive interviews, news and stock picks fast!https://pro.benzinga.com/Click here for more episodes of The RazReport.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Support this podcast at — https://redcircle.com/the-raz-report/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Will you be able to maintain your lifestyle in retirement? On today's episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, gets insight from Jack McKeegan, a Private Wealth Advisor at Harrison Financial about strategies to reduce financial risks for retirement income. What are the risks? When should you put a financial plan in place and what are some important things to consider? How do you deal with market risks and inflation? Tune in and learn the answer to these questions and more.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Featured on WGN Radio's Home Sweet Home Chicago on 06/17/2023: Director and Private Wealth Advisor at BMO Harris Bank Joshua Hermann joins the program to discuss the Fed rate and what it means to clients as well as WGN Radio listeners. To learn more about what Joshua and BMO Harris Bank can do for you […]

We started off this week's show by chatting with Senior Restoration Manager of BluSky Restoration Cory Ambrose about their fire and water mitigation services. Next, Director and Private Wealth Advisor for BMO Harris Bank Josh Hermann joined the show to talk about the fed rate and what it means for WGN Radio listeners. Then Access […]

Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss:The advisor's perspective: things wholesalers should know about FA's goalsGet Good: the 7 Habits of Highly Successful Financial ProfessionalsThe Bleeding Edge: how to win conversations with your prospectsBuy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals 

Rocco is 48 years old and is a business owner and private wealth advisor. His net worth is over $10 million divided up between business equity, public equities, real estate and a few other asset classes. www.shopify.com/unveiled