Podcasts about wealth preservation

In this conversation, John Harcar interviews Ben Rusk about the importance of investing in gold and silver as a means of wealth preservation and retirement planning. Ben shares his personal journey from working in IT to becoming a gold prospector and emphasizes the need for individuals to take control of their financial futures by understanding the value of precious metals. The discussion covers the mechanics of gold prospecting, the current state of the gold and silver markets, and the importance of education in making informed investment decisions. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

Joe Pardavila welcomes Ken Polk, founder of Arlington—a multi-family office managing $15 billion in assets—and author of The Spirit of Wealth Preservation: Leverage Your Finite Life for the Infinite. Ken delves into the often-overlooked challenges of wealth preservation, arguing it can be just as difficult as building wealth itself. He introduces the concept of “spiritual capital”—the collective purpose that binds families and businesses—and shares how values, legacy, and intentionality form the bedrock of lasting success. From starting Arlington at age 25 with “a desk and a chair” to navigating economic unpredictability, Ken reveals how discipline, simplicity, and a focus on “followship” (not just leadership) drive his approach. He discusses generational shifts in finance, Gen Z's desire to “do good” with wealth, and why he chose not to pass his business to his children, prioritizing their autonomy over tradition. Listeners will gain actionable insights on crafting family legacies, identifying personal gifts, and balancing innovation with timeless principles. Whether you're managing significant wealth or simply seeking to build a meaningful legacy, this episode is packed with wisdom on aligning money with purpose.KEN POLK is the visionary founder of Arlington, a multifamily office specializing in wealth preservation and purpose-driven financial planning. With more than 25 years of experience, Polk has guided affluent families in aligning their financial strategies with their personal and communal values. A Certified Public Accountant and Certified Financial Planner, Polk blends professional expertise with personal passion, helping clients create meaningful legacies. Ken lives with his wife and children in Alabama, where he continues to inspire families to thrive across generations.

Episode 415 is the third episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak with economic historian, author of “The Solid Ground Newsletter” and Keeper of the Library of Mistakes, Russell Napier about the end of the economic, monetary, and global trading & security order that has been the largest single driver of global growth over the last thirty years. The consequences of the changes discussed for economic and national security, social cohesion, investment, and wealth preservation are nothing short of tectonic. Points of discussion include: The Trump administration's economic and trade strategy Efforts to isolate China The creation of new monetary systems The search for new safe assets The realignment of global power The escalating risk of war with China There is also a long and detailed discussion about how investors can position themselves for: The accelerating repatriation of capital flows The onset of capital controls A prolonged period of financial repression in which wealth preservation will take precedence over making money and chasing outsized financial returns. If you want early access to this conversation, subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/25/2025

This week, I interviewed Mike Simenstad, an LTC veteran with 34 years of experience working for several LTC carriers and distributors.  He currently works for National Guardian Life (NGL), a traditonal LTC company across the United States. Mike, and others in his role help me and other LTC specialists to be able to work smarter for our clients.  We all work together as a team to find the best solution for each family. Mike answers questions about tools/resources consumers use to research and why that can  get confusing.   We discuss actions people are taking today to plan, and we discuss how the traditional LTC industry has evolved and gotten much healthier over the last 50 years. Learn costs of care where you live Estimate LTC premiums for plans with a 6 year benefit period and 3% compounding inflation When we talk we will decide if larger or smaller plans will meet your needs better, but this a good start. Learn what you state's Medicaid program will currently let you keep and access the state Medicaid sysytem for care Schedule a phone or Zoom meeting with me  

You built the business. You cashed out. Now what?Most founders think they need to “reinvest everything” or go chase the next big thing. But in this episode of Beyond 8 Figures, I sit down with Ben Fraser of Aspen Funds to break down how to invest after selling a business — the right way.Ben's been inside this game since the last recession. He watched his father build Aspen Funds from scratch after the 2008 crash, and he's since helped scale it into a multi-million-dollar platform that helps entrepreneurs invest passively (and intelligently).We talk about why entrepreneurs make terrible investors, how billionaires actually diversify, and the overlooked tax strategy that could save you six figures. If you're still betting everything on your business — or worse, sitting on cash and hoping for the best — this episode will shift your mindset.Guest Introduction:Ben Fraser is the Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast, where he helps high-performing entrepreneurs grow and protect their wealth through smarter, passive investments. With a background in commercial lending and institutional asset management, Ben has overseen $125M+ in real estate and business loans. Today, he specializes in guiding business owners toward alternative investment strategies that prioritize stability, cash flow, and long-term growth—without adding complexity to their lives.Key Takeaways & Timestamps:[05:37] The One-Liner That Changes Everything – “Wealth is created through concentration, but preserved through diversification.”[06:38] How Billionaires Really Diversify – Ben reveals the Tiger 21 portfolio breakdown and how to use it.[14:35] Unlocking Tax Loopholes Most Entrepreneurs Miss – What happens when your spouse qualifies as a real estate professional.[15:36] Why One Founder Quit a 6-Figure Job to Save More – Ben shares a story that'll make you rethink W-2s.[19:47] Where the Smart Money Is Moving in 2025 – Ben's macro-driven view of real estate (and what KKR just did).The next big move in your business might start with a conversation.If you've been thinking about leveling up, shifting directions, or preparing for a future exit, A.J. offers strategic support for entrepreneurs at a crossroads. No pitch—just a chance to explore what's possible. 

In This Episode, We Cover:Building a real, sellable asset. How to calculate business value from a buyer's perspective (and what buyers really care about)The biggest mistakes that destroy business value (and how to fix them early)The power of proactive tax, wealth, and asset protection planning—beyond siloed advice 

Many people think life insurance is just for a death benefit—but what if I told you it could be your personal bank, allowing you to fund investments, buy real estate, and scale your business while keeping your money compounding tax-free?In this episode of Loral's Real Money Talks, I sit down with Jason Henderson, an insurance and infinite banking expert, to uncover why Whole Life Insurance (when used correctly) is one of the most powerful wealth-building tools available.Listen in as we break down the 10 key points about Infinite Banking, go over why term life insurance is not as protective as you have been made to believe, and how YOU can start using this strategy for yourself like the wealthy do.Learn more here: https://insuretysystems.com/Loral's Takeaways:Understanding Infinite Banking (02:22)Tax Advantages and Cash Flow Management (05:50)Real Estate Investing and Policy Loans (09:16)Wealth Preservation and Generational Wealth (15:07)Comparing Whole Life Insurance to Other Financial Vehicles (18:59)Implementing Infinite Banking (21:10)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook:

Today I'm joined by Teddy Pierce, author of Dethrone Davos: Save America, to discuss the shocking waste, fraud, and abuse that the Department of Government Efficiency (DOGE) has been uncovering. From reckless spending to blatant money laundering, we're breaking down how our government has been misusing our hard-earned tax dollars—and why this corruption must be stopped. Transparency and accountability aren't just buzzwords; they're essential for restoring actual integrity to our system. Tune in as we expose what's really going on behind the scenes and why this fight matters for all of us.—Buy Teddy's book, Dethrone Davos: https://www.amazon.com/Dethrone-Davos-America-Theodore-Pierce-ebook/dp/B0D5NKGGNC—https://www.thebrandsunday.com/collections/all

Welcome to another how-to lesson from Gino Barbaro, co-founder of Jake & Gino! Today, we're diving deep into asset protection and estate planning—two essential strategies every real estate investor must understand.If you're just starting or already own multiple properties, structuring your assets correctly can safeguard your wealth for the long term. From LLCs vs. trusts to avoiding probate, this video will help you build both your castle and the moat that protects it!What You'll Learn:The importance of separating assets into different entitiesHow to prevent legal exposure with the right structuresWhy estate planning is critical—even when you're youngHow poor planning can cost millions (real-world case studies)The #1 mistake most investors make (and how to avoid it!) Need guidance on structuring your investments? Contact Barth Calderon for estate planning assistance. For a copy of my book, Happy Money, Happy Family, Happy Legacy, email me at gino@jakeandgino.comDon't wait! Estate planning isn't just for the wealthy—it's for anyone who values control over their legacy. Start today! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Send us a textClark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

Scarce Assets Jackson Mikalic on X Tim Kotzman on X Glenn Cameron on LinkedIn Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Glenn Cameron, & Tim Kotzman, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets. 00:00-Introduction to Scarce Assets 04:43-Understanding Scarcity in Investments 10:29-Personal Investment Experiences & Insights 20:11-The Impact of Monetary Policy on Wealth 26:51-Changing Landscape of Capital Allocation 31:02-Exploring Alternative Investments 39:58-Sovereign Wealth Funds & Economic Strategy 48:17-Conclusion & Future Directions 49:42-Outro & Disclaimer Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Summary   In this episode, Blockchain Wayne and Jake from Bleeding Edge Capital discuss the current state of the crypto market, investment strategies, and the importance of understanding the technology behind cryptocurrencies. They explore the long-term potential of Bitcoin, the role of sophisticated investors, and how beginners can navigate the crypto landscape. The conversation emphasizes the need for financial education and the significance of making informed investment decisions. Connect with JT, and follow his company and his podcast: https://linktr.ee/jtknowsthings    Takeaways   The crypto market is currently experiencing volatility, but long-term investors see it as an opportunity. Sophisticated investors focus on long-term strategies rather than short-term price fluctuations. Bitcoin's historical performance suggests it has the potential to surpass gold in market cap. Understanding the cost of producing Bitcoin can provide insights into its value. Investors should prioritize education and research before diving into crypto investments. The top 30 cryptocurrencies are generally safer investments for beginners. Meme coins may drive adoption but are largely speculative and risky. Bitcoin serves as a store of value, while other cryptocurrencies may offer different functionalities. Wealth preservation strategies often involve leveraging assets rather than selling them. Financial education is crucial for making informed investment decisions in the crypto space.   Chapters   00:00 Introduction to Crypto Insights 02:57 Jake's Journey into Crypto and Tech 06:04 Market Sentiment and Long-Term Strategies 08:53 Understanding Bitcoin's Value and Production Costs 11:59 The Role of Sophisticated Investors 14:50 Navigating the Crypto Landscape for Beginners 18:14 Bitcoin vs. Other Cryptocurrencies 21:12 Wealth Preservation and Investment Strategies 24:04 Final Thoughts and Resources

Send us fan responses! Unlock the secrets of wealth preservation and strategic estate planning as we explore the captivating realm of private trusts and legal entities. Discover the key distinctions between private and public charitable trusts, governed by the Indian Trusts Act of 1882 and the Bombay Public Trust Act of 1950, and why thumbprints and signatures on trust deeds hold significant importance. Prepare to gain insight into the world of trademark processes, with our vibrant community at Don Kalam University providing a backdrop of consultation and knowledge sharing to fuel your personal and professional growth.Navigate the complexities of living trusts with us, where we break down the roles of grantors, trustees, and beneficiaries, shining a light on the critical aspect of maintaining privacy through registered agents. Learn how to harness the tax and liability advantages of states like South Dakota, Nevada, Wyoming, Alaska, and Delaware, tapping into international perspectives on trust establishment. Dive into the toolbox of essential estate planning documents—wills, healthcare directives, powers of attorney—and understand the strategic planning needed to protect your legacy.Finally, explore the art of trust funding and asset retitling, where the precision of asset ledger schedules and the strategy of financial maneuvering can unlock significant opportunities. Hear about the importance of crafting compelling narratives for lenders, using cash flow and proper documentation to secure funding, and the potential returns from well-informed financial strategies. Embrace the journey toward incremental wealth growth, all within a supportive community that champions informed financial decisions and strategic planning.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://www.amazon.com/CapiSupport the showhttps://donkilam.com

As people enter their 50s, many start to shift their focus from rapid growth to preserving the wealth they've built over the years, particularly in real estate. Yu Rong and George Peng discuss how property investment strategies should evolve during this consolidation phase, ensuring financial stability while still seizing opportunities for growth.   They dive into the current state of the Singapore property market, examining the slight uptick in property prices and how this might align with anticipated interest rate reductions next year. With 2025 on the horizon, they provide a thoughtful analysis of how these shifts could impact property prices and market sentiment moving forward. You'll also hear a real-life strategy for single-income families looking to expand from one property to two, along with a deeper understanding of how interest costs can impact your decisions.   Tune in for a comprehensive understanding of how to make strategic decisions in real estate when making big moves into the next chapter of life!   Timestamps 00:00 Intro 01:03 “Can you upgrade to another property in your Winter Season?” (Continue from episode 1) 03:44 Life-stage Investing 06:33 Yu Rong client case study 09:15 “Is aiming to get 20% returns in property investment better than using other investment methods?” 17:11 Property price increase in Q3 statistics 22:59 Two differing opinions when property prices are at an “all time high” 25:51 Price projections and market sentiment predictions for 2025 27:24 Factors that make Singapore a safe haven for property buying 28:59 Price projections and market sentiment predictions for 2025 (Continue) 30:41 “Why are stress test percentages dropping?” 31:24 Price projections and market sentiment predictions for 2025 (Continue) 39:46 “Do you foresee any cooling measure being introduced?” 41:49 Lower level large units reaching highest quantum gain 44:17 Resale seller/owner sentiments 46:31 Increase in PSF pricing in 2025 47:22 “Do you think high quantum 4/5 bedder buyers will crossfire into the landed segment and have a tough time exiting?” 51:03 Increasing “hype” and excitement at new launch show flats post COVID 51:59 “People are underestimating income/asset value of private property participants in their 30s.” 52:38 George's client case study 53:34 “People are underestimating income/asset value of private property participants in their 30s.” (Continue) 57:51 Outtakes

Hey Rainmakers! Chelsey and Stephen here, and today we're diving into a game-changing topic with our good friend Ramie Khalil. You've heard us talk about making and multiplying money, but today we're focusing on how to protect it and ensure your family's financial future. What if you could build a wall around your wealth and guarantee a legacy for generations to come? That's exactly what we're covering in this episode! Ramie, a seasoned investment advisor, shares the strategies that high-level entrepreneurs, banks, and institutions use to preserve wealth through life insurance.  Before you are like, okay, this has nothing to do with me…hear us out!  We start by breaking down common misconceptions about life insurance, especially the controversial shift from term to whole life policies. If you've ever wondered how to make life insurance work for you, this episode will open your eyes to the concept of building cash value and creating a guaranteed financial safety net for your family. We explore the powerful features of whole life insurance, including its unique ability to build equity and provide access to cash value while still growing wealth over time. Ramie shares real-life examples of families who've used these strategies to leave lasting legacies and the peace of mind it brings to know that their loved ones are financially secure. Chelsey and Stephen also reflect on how these principles have transformed their own financial strategy, emphasizing the importance of structured wealth-building tools. If you're curious about how these concepts apply to your stage of life, this episode is a must-listen. Whether you're just starting your financial journey or looking to solidify your legacy, Ramie provides a clear and actionable framework to evaluate your options and take the next step.   Connect with us: ► Rainmaker Instagram: @therainmakerfamily   ► Chelsey Instagram: @chels_diaz   ► Stephen Instagram: @steezdiaz    ► TikTok: @therainmakerfamily   ► Facebook: @diazfamilylegacy   ► Website: @https://therainmakerfamily.com   Join Our Next Rainmaker Challenge - How To Make Passive Income From Home: https://therainmakerchallenge.com   Save On Our Favorite Things: https://rainmakerfamily.com/deals   Watch The Million Dollar Mama Case Study: https://www.makeitrainmomma.com/casestudy   Episode Minute by Minute:  0:00 - Introduction: Building a Financial Legacy 1:00 - Ramie's Journey: From Real Estate to Wealth Preservation 6:00 - Term vs. Whole Life Insurance: What You Need to Know 10:30 - Cash Value: Building Wealth Through Life Insurance 15:00 - Real-Life Stories of Legacy Planning 20:00 - Breaking Misconceptions Around Life Insurance 30:00 - Advanced Strategies for Baby Boomers 39:00 - How to Get Started: Free Consultation with Ramie

Abe discusses the essential components of retirement planning, emphasizing the importance of long-term care, life insurance, and hybrid policies. He shares real-life examples to illustrate how these financial tools could provide security during retirement. The discussion highlights the need for comprehensive planning to mitigate risks associated with healthcare costs and to ensure that retirement savings are preserved for future generations. Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe's book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!See omnystudio.com/listener for privacy information.

In this episode of Think Millions, Alexa is joined by wealth strategist William Smith to uncover the strategies and mindsets behind sustainable wealth building. Drawing on years of expertise in life insurance, wealth management, and legacy planning, William reveals how anyone—from new investors to seasoned millionaires—can diversify their portfolio, protect their assets, and craft a financial legacy. From real estate to life insurance and private equity, William shares his roadmap for navigating the complex financial landscape. Tune in for practical advice, real-world experiences, and the secrets to securing a wealth legacy that lasts.Key Parts of the Conversation:Defining True Wealth (0:15 - 1:30)Alexa and William discuss the meaning of wealth, emphasizing that true wealth is about fulfillment and freedom, not just money.Importance of Diversification (4:00 - 5:45)They explore the concept of diversification in wealth building, covering assets like real estate, life insurance, and private equity.Financial Goals and Planning (6:50 - 8:00)The conversation shifts to defining financial goals. William talks about focusing on lifestyle goals rather than aiming for an arbitrary dollar amount.Role of Life Insurance in Wealth Preservation (9:05 - 10:30)William explains how life insurance can protect assets, grow tax-free, and provide security for families, making it a vital part of wealth management.Insights on Tax Strategy and Asset Protection (11:30 - 13:00)Discussion on tax-saving strategies, asset protection, and why wealthy individuals focus on defensive strategies to protect their wealth.Education and Surrounding Yourself with Mentors (14:10 - 15:25)William emphasizes the importance of continued learning, networking, and building "wealthy friendships" for financial and personal growth.Great Quotes from the Podcast:“Wealth isn't about a dollar amount; it's about purpose, fulfillment, and the freedom to live life on your terms.""If you have the money, why settle for one advisor when you can have two, three, or even four?""The biggest investment you can make is in your education. Surround yourself with people who build wealth.""The richest people are often the ‘brokest' on paper, protecting their assets in ways that ensure their legacy lasts.""Play offense all day, but don't forget to protect your backside. Wealth-building is as much about defense as it is about growth."Resources:For all of our episodes, you can visit: https://www.thynkmillions.com/think-millions-podcastFor comments or questions, email us at support@thynkconsultinggroup.comAlexa's Instagram: https://www.instagram.com/dralexadagostino/Alexa's Website: https://www.alexadagostino.com/Book a call with Alexa:https://alexadagostino.com/discoveryAlexa's Full-Service Agency Thynkfuel Website: https://www.thynkfuelmedia.com 

This week, on the Fitness + Technology podcast, host Bryan O'Rourke welcomes Dr. Cedric Bryant to the show. As Chief Executive Officer & President, Dr. Cedric Bryant leads ACE with a focus on science-backed education to support health and exercise professionals, utilizing emerging fitness technology, championing inclusivity and diversity, and sharing quality information to help all people develop long-term healthy habits and keep people moving. Today, Dr. Cedrick joins Bryan to talk about his background, his views on the changes in professional education and training, and what he envisions happening in the future. One Powerful Quote: 14:43: “What gets measured is what gets the attention.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 2:15: Bryan opens the interview by highlighting Cedrick's background and his upbringing into the industry.  8:27: Cedrick shares his views on the change in professional education and training.  13:06: Cedrick extrapolates on the friction in these systematic changes. 15:33: Bryan asks Cedrick what ACE is doing organizationally to address these changes. 17:26: Bryan and Cedrick talk about health and wealth preservation.   21:14: Bryan inquires with Cedrick about what he envisions happening in the industry. 23:45: Dr. Cedrick imparts his pearls of wisdom to the listeners. Bullet List of Resources: https://www.acefitness.org/ Guest Contact Information: https://www.linkedin.com/in/cedricbryant/ https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

Married couples, is your AB trust still serving your needs, or has it outstayed its welcome? In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert take a closer look at AB trusts, a once-standard estate planning tool. They discuss when an AB trust makes sense and when it might just add unnecessary complexity and cost. Tune in as they explain the key benefits of asset control after death, while also considering the downsides, such as tax filing requirements and maintenance expenses. Whether you're revisiting an existing trust or planning for the future, this episode offers practical advice to help you make informed decisions.   Time-stamped Show Notes: 0:00 Introduction 1:07 What exactly is an AB Trust? We break it down here. 2:47 Understanding how an AB Trust works. You may have heard it called something else. 4:18 Why might a surviving spouse want control over the decedent's trust? Here's how AB Trusts make that possible. 5:35 The downsides of an AB Trust: from annual tax returns to high maintenance costs. 6:29 Could there be a simpler alternative? We discuss potential options.

Weekly jobless claims fell more than expected, pointing to a steady labor market, Mr Mortgage Man Scott W Thompson on mortgages, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Briefing.com Strategist Patrick O'Hare Talks About the Markets, The S and P 500 trading near record highs, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

The S and P 500 rose slightly after excitement over last week's interest rate cut propelled stocks to a record-high levels, We are seeing a softening in the lower end of the labor market, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

What a new CEO means to a company, Looking Back at the movie The Wolf of Wall Street, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Stocks rose after the Federal Reserve's Wednesday decision to lower interest rates to 4.75 percent to 5 percent from 5.25 percent to 5.5 percent, Weekly Jobless Claims fell by 12,000 to 219,000 which was far below estimates, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Houses becoming more affordable due to rate cut, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Market awaits the Federal Reserve's key interest rate cut decision, TikTok fights its ban in court, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Questions about the Fed Cut, Fifty Days till the Election, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Talking investments and getting to retirement, Where to get your research, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

S and P 500 goes for fourth straight gain, A new record was just set for the most people orbiting Earth at one time, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

An 85 percent chance that the Fed will approve a 25 basis point interest rate reduction at its Sept. 17-18 meeting, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

The moves follow Monday's sharp rebound which saw the major gauges surge over 1 percent as investors went post-rout bargain hunting, Apple shares edged lower after the company lost an EU court battle over a 14 billion dollar tax bill, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

The S and P 500 tumbled 4.3 percent registering its worst week since March 2023, Huawei's trifold phone Mate XT gets 2.7 million pre-orders ahead of Apple's iPhone 16 launch, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Apple's release of AI phones this Monday, New Jobs Numbers points to a smaller Fed rate cut, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Send us fan responses! What if you could control everything without technically owning anything? In this eye-opening episode, Don KIlam reveals the transformative strategies behind wealth preservation and financial privacy. You'll uncover the surprising power of trademarking personal identity elements and learn the critical distinctions between public and private education. We dissect the profound implications of estate planning, emphasizing how to bypass probate and ensure your legacy endures for generations. By mastering the philosophy of "owning nothing but controlling everything," you'll gain a new perspective on wealth transfer beyond the limitations of the social security system.Discover the secrets celebrities and successful individuals use to build and maintain family wealth through private trusts and foundations. From leveraging offshore trusts and holding companies to utilizing 508 (C)(1)(A) entities and unincorporated associations for added privacy, this episode is packed with actionable insights. Don Kilam also highlights the importance of continual learning and the valuable lessons often missing from public schooling, ensuring you stay ahead in financial management. Tune in to elevate your financial knowledge and secure your financial future with these proven strategies.https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9 https://www.amazon.com/Capi https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9Support the showhttps://donkilam.com

In this episode of the Financial Freedom Podcast, we welcome Lynette Zang, Chief Market Analyst at ITM Trading, to discuss the profound shifts happening in global currencies and their impact on financial stability. Lynette shares her expert insights into the future of money, the implications of digital currencies like Bitcoin and Ethereum, and the importance of preserving wealth through tangible assets such as gold. They explore inflation, economic resets, and the patterns in financial markets that could determine the future of global currencies. Tune in to learn how to protect your financial future in these uncertain times. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

Following back to back losing sessions as investors snatched up beaten down technology stocks ahead of Friday's keynote labor report, Mr Mortgage Man Scott W Thompson on mortgages, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Dan Nitowsky, Chair of TIGER 21 Cleveland.Dan, like me is a native New Yorker who has made Cleveland his home & has spent 30 years here in Cleveland as a highly accomplished executive with a proven history of success in distribution and manufacturing, with leadership roles in the Electrical Distribution industry —  where expanded Mars Electric from one single location to 11 locations through Northeast Ohio and grew sales from under $10 million to over $53 million. This was all prior to his work in peer-group leadership, where his expertise led him to be a Peer Advisory Group Chair for Vistage Worldwide — one of the world's largest executive coaching organizations for small and mid-sized businesses — in addition to his current work as the inaugural Chair for TIGER 21's Cleveland Chapter.TIGER 21 is the premier peer membership organization for ultra-high-net-worth individuals. The organization has over 1,400 members with over $20 million in investable assets, respectively, across over 50 cities worldwide, and it has more than $160 billion in personal assets collectively.In his role as a Chair for TIGER 21 in this inaugural Cleveland Chapter, Dan facilitates a trusted and confidential community of entrepreneurs here that provides Members with their board of directors and helps facilitate learning and conversation for those who are motivated to grow and protect their wealth while building a lasting legacy.In our conversation, we explore what professional peer groups even are, the unique challenges that come after a major financial liquidity event, solutions for a balanced life, what kind of thought is afforded to legacy, how to instill good grounded values into your children with extraordinary family wealth, insights around wealth preservation, and many more esoteric topics discussed by TIGER 21 members.This is a fascinating discussion behind the scenes of what can transpire for those on the other side of entrepreneurial success and wealth-----LINKS:https://tiger21.com/locations/cleveland/https://www.linkedin.com/in/dnitowsky/-----SPONSORS: John Carroll University Boler College of Business || Impact Architects & NinetyJohn Carroll University Boler College of Business: https://business.jcu.edu/ As we've heard time and time again from entrepreneurs on Lay of The Land — many of whom are proud alumni of John Carroll University —  success in this ever-changing world of business requires a dynamic and innovative mindset, deep understanding of emerging technology and systems, strong ethics, leadership prowess, acute business acumen… all qualities nurtured through the Boler College of Business!With 4 different MBA programs of study — spanning Professional, Online, Hybrid, and 1-Year-Flexible — The Boler College of Business provides flexible timelines and various class structures for each MBA Track — including online, in-person, hybrid and asynchronous — to offer the most effective options for you, in addition to the ability to participate in an elective International Study Tour, providing unparalleled opportunities to expand your global business knowledge by networking with local companies overseas and experiencing a new culture.The career impact of a Boler MBA is formative and will help prepare you for this future of business and get more out of your career. To learn more about John Carroll University's Boler MBA programs, please go to business.jcu.eduThe Boler College of Business is fully accredited by AACSB International, the highest accreditation a College of Business can have.Impact Architects & NinetyLay of The Land is brought to you by Ninety. As a Lay of The Land listener, you can leverage a free trial with Ninety, the platform that helps teams build great companies and the only officially licensed software for EOS® — used by over 7,000 companies and 100,000 users!This episode is brought to you by Impact Architects. As we share the stories of entrepreneurs building incredible organizations throughout NEO, Impact Architects helps those leaders — many of whom we've heard from as guests on Lay of The Land — realize their visions and build great organizations. I believe in Impact Architects and the people behind it so much, that I have actually joined them personally in their mission to help leaders gain focus, align together, and thrive by doing what they love! As a listener, you can sit down for a free consultation with Impact Architects by visiting ia.layoftheland.fm!-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and many more.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Jeffrey Stern on X @sternJefe — https://twitter.com/sternjefeFollow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Nvidia rose 1.5 percent after Nvidia tumbled more than 9 percent in Tuesday's session amid a broader pullback in semiconductor stocks, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

The stock market is having its worst day since August 5th of this year, Rush Hour isn't what it used to be, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Apple Insights, Recent report from Briefing.com Strategist Patrick O'Hare about the Markets, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Lessons from Buffett, Looking at the Markets this week, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Stocks rose as investors looked to recover from declines seen in the previous session Nvidia was down 3 percent after posting its latest earnings, Berkshire Hathaway Joins the Trillion Dollar Club, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Wall Street is keeping an eye on Nvidia to gauge the sustainability of the broader tech and AI trade, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Investors are treading carefully on the eve of Nvidia's report could ripple through techs as it tests the AI trade that has driven gains, Friday's reading on the PCE price index could dent or cement bets on a 0.5 percent interest rate cut next month, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

ATM fees have hit a new high, Subway's 5 dollar footlong is now an 8 dollar to 15 dollar footlong as the 5 dollar deal ended in 2014, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino

Building wealth isn't just about making money but managing it wisely. Mike Brown, entrepreneur, investor and wealth coach, found out post-exit from his company that without proper financial strategies, you can quickly lose it all. Luckily for him, Mike used his setbacks to build a comprehensive wealth-preserving strategy, which he now shares with other entrepreneurs to help them avoid his mistakes and build lasting financial stability. About Mike BrownMike Brown is a successful entrepreneur and investor, who started his career as a Navy pilot flying  F/A-18 Super Hornets. After leaving the military, Mike entered the oil and gas industry and built an eight-figure investment firm, which he sold in 2019. Facing financial challenges after the sale, Mike learned the importance of smart money management, which he now uses in his coaching program Unbreakable Wealth to help other entrepreneurs build and manage their finances. Key Insights:Diversify but don't overdo it. Avoid putting too much of your money into high-risk investments. A balanced approach helps you grow wealth steadily without unnecessary stress.Examine your money habits. Take a hard look at your relationship with money and how it influences your decisions. Fixing any unhealthy habits can prevent future financial headaches.Set realistic financial goals. Figure out what you truly need to be happy. Clear, achievable goals give you direction and purpose. It's not always about having more money, but about having enough to meet your needs and desires.Seek advice from experts. Their insights can help you adopt effective wealth management practices and avoid common mistakes. Learning from others' experiences can save you time and money.Prioritize your core business. Your main business is your best investment. Focus on growing and strengthening it before spreading your resources too thin in unrelated ventures. This ensures sustainable growth and stability for the long haul.Mike's best advice for entrepreneurs:“The fact is, most people don't need more. They need to optimize what they have to create the experiences in the life that they want to live. And that's actually a lot easier than just constant growth.”Building lasting wealth is not rocket science. Sign up for Unbreakable Wealth's coaching program to learn exactly how you create a stable financial future, and don't forget to mention "Beyond 8 Figures" for a special bonus!Subscribe to Mike's free weekly finance newsletter Connect with Mike Brown:LinkedInInstagramXWebsiteFollow Beyond 8 Figures:LinkedInXWebsite

The more experience I have in being an entrepreneur, the more I see the importance of diversification in my investment strategies. It's not just about spreading your money across different stocks or sectors; it's about creating a safety net that can withstand market volatility and support your entrepreneurial efforts. My latest conversation with Ben Fraser from Aspen Funds is exactly about how spreading investments across different sectors can really protect your wealth and help you build a resilient portfolio. About Ben FraserBen Fraser is the Chief Investment Officer at Aspen Funds, where he helps investors diversify investments beyond Wall Street. To date, Ben's firm has managed over $150 million in investor capital and achieved a strong track record of delivering outstanding client service and impressive returns through out-of-the-box investments. Ben is also the host of the popular podcast "Invest Like a Billionaire," where he shares valuable insights on building and preserving wealth. He emphasizes the importance of diversification, leveraging expertise, and understanding macroeconomic trends. One of his unique approaches includes offering tax benefits through real estate investments, which can significantly reduce taxable income for entrepreneurs.Key Insights:What are your investment goals? Think long and hard about what you want to do with your investments. Understanding what you want and need beforehand allows you to build for the long term and not scattershot your investments. Consider macro trends. Don't ignore larger economic trends. Identifying growing markets and macro-driven opportunities can help you make smarter investments and find unexpected opportunities.Diversify your investments. Instead of reinvesting all profits into the business, create diversified investments and income streams. This will build more external stability and preserve your wealth​ but also help you reduce stress if something goes wrong with your business. Educate yourself. Spend time learning how to grow, preserve, and invest money effectively. DIY investing is becoming more popular, and understanding investment basics can lead to better financial control and decision-making​.Leverage other people's expertise. When entering new investment areas like real estate, consider partnering with or investing through experienced firms to avoid a steep learning curve and mitigate risks​.Plan for the future. Teach financial principles and investment strategies to your children. Help them understand the importance of creating value and contributing to the economy rather than just consuming resources.Ben's best advice for entrepreneurs:“We believe that understanding the macro picture, the bigger term trends that are going on, is way more important in identifying your investment strategy than the actual deal itself.”Connect with Ben Fraser:LinkedInInstagramWebsiteInvest Like a Billionaire PodcastFollow Beyond 8 Figures:LinkedInXWebsite