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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
Byron R. Moore, CFP® is managing director / planning group of Argent Advisors, Inc. Mike Jones is managing director / investing group of Argent Advisors, Inc. Email Byron at bmoore@argentadvisors.com. Email Mike at mjones@argentadvisors.com. Write to either at 500 East Reynolds Drive, Ruston, LA 71270 or call either at (318) 251-5800. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc. No forecasts can be guaranteed. Argent Advisors, Inc. does ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
 
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates ...
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
 
HotForex is an award winning forex and commodities broker, providing trading services and facilities to both retail and institutional clients. Through its policy of providing the best possible trading conditions to its clients and allowing both scalpers and traders using expert advisors unrestricted access to its liquidity, HotForex has positioned itself as the forex broker of choice for traders worldwide.Risk Warning: Trading Leveraged Products such as Forex and Derivatives may not be suita ...
 
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
 
Deal Us In is a podcast brought to you by McGuireWoods and 7 Mile Advisors. Deal Us In promotes the advancement of women in private equity and finance through conversations with women leaders and rising stars in the private equity and finance space. These conversations provide both insights and practical takeaways to inform your deal work and enhance the culture of your organization. If you’re ready to drive the industry toward a more inclusive and diverse environment then, it’s time to come ...
 
The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
 
It is estimated that 950 people per day are moving to Florida, so buying and renting demand continues to grow month over month! Are you thinking about buying a primary residence, a 2nd home or an investment property in the Paradise Coast or the First Coast? If so, you’ve come to the right place! Lauren Faby and Charlie Thorne, two Realtors who are considered trusted advisors to their real estate clients, are here to talk about everything you need to be aware of in this current Florida real e ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
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This podcast is brought to you by Goldrock Capital at goldrockcap.comZvi Schreiber, CEO at Freightos, serial entrepreneur, and author discusses his quest to understand the essence of money. He explains why the post-Pandemic increase in money supply is different than 2008 and why we should be nervous about inflation. He also shares his view on crypt…
 
Sam Bates of Bates Capital realized a W-2 job was not going to satisfy his desire to help people improve their lives so he started investing in real estate. He started his real estate journey in 2009 and has been directly involved in the acquisition, reposition, disposition, and asset management of over $150,000,000. Here’s some of the topics we co…
 
Not a mind maybe, not a mind wish… a Mind SET. What is your mind set on right now? The positives or the negatives? Growth and success or problems and failures? What you set your mind on determines your path and journey through this life. Choose wisely what you set your mind on and make it stick!
 
Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week's episode and discover what to make of the real stories, how to engage in smart cryp…
 
Warrior Ryan Dworak started his multifamily journey with a 4 unit. He quickly realized he needed some guidance and joined the Warrior Program. Since that time Ryan and his wife Britni have closed on over 200 doors, half of them as General Partners. Ryan and Britni have a daughter and another on the way. Here’s some of the topics we covered: Startin…
 
In the latest podcast update: · Nearly 11 million U.S. jobs available, new report shows · ECB announces slowdown in monthly bond purchases · Is the global economic recovery still on track? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon marke…
 
We are a digital, technology based start-up bank with innovative solutions serving small business clients with two key differentiators including: Integro360 and the Integro CEO Club.由Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
 
Derek catches up with RAD Diversified CEO Dutch Mendenhall 6 months after his first ILAB appearance Episode 178. This time around, they talk about the American Survivalist Project, of which RAD is invested in. They talk about emergency plans, future growth in the segment and how it ties into their investment strategy. Then Johnny and Derek come on …
 
Join our Market Analyst, Andria, for the second part of our “How to Use a Set of Indicators to Create an Intraday Trading Strategy” webinar and get more exclusive insights on indicators you can integrate into your trading style and timeframes!What will you learn?- Use moving average crossovers properly- Combining Multiple Time Frame Analysis and in…
 
Van Sturgeon grew up on the south side of Chicago and has built and renovated thousands of homes all across North America. Van currently owns and manages over 1,000 units in Michigan, Ohio, New Brunswick and Florida and is author of multiple books on renovation and rehabbing. Here’s some of the topics we covered: How to approach a multifamily renov…
 
Ever heard of the phrase "Time is Money!"? It means don’t waste time. However, being patient has a lot to do with money than we realize. In this episode, Nick True of Mapped Out Money says that our happiness, success, and our thought-processes revolve around our ability to be patient. When you throw money into the mix, things become more complicate…
 
Warrior Kevin Easterly has invested in over 250 apartments and has diverse real estate experience in rehabbing, purchases, and running large construction teams. Kevin has the ability to assess risks and invest wisely in the best interest of the entire team and investors. Here’s some of the topics we covered: Joint Ventures Adding value to a team Ho…
 
In the latest podcast update: · August job gains miss the mark in U.S. · Unpacking recent economic data releases from Europe and China · Latest developments on the proposed U.S. spending bill IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon ma…
 
Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Frank Pape, Senior Director of Portfolio Consulting at Russell Investments as they talk about tax rates in the news and the latest ways your clients may benefit from tax-managed investing amid tax rate uncertainty. DISCLOSURES: Interviews were recorded …
 
Nick Ringling is the Co-Owner of Vacant Land Club. Nick spent the last decade working in the Industrial Sales space, most recently selling Electrical Supplies and Electrical Engineering Solutions. Three years ago he first heard of vacant land investing through Invest Like a Boss, and took massive action. Since then Nick has left his cushy sales job…
 
In this Strategy Series, our Market Analyst Andria, will present a series of indicators, over two webinars that you can integrate into your trading style and timeframes. You will also learn how to:Use moving average crossovers properly.Combine Multiple Time Frame Analysis and indicators in your strategy.Benefit from Stochastics Indicator & Bollinge…
 
Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute an independent investment research. Nothing in this communication contains, or should be considered as containing, an investment advice or an investment recommendation or a solicitation for the purpose of buying or sellin…
 
Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode Paul and Cory breakdown some more articles discussing retirement and other investment vehicles. For full show notes visit: https://sfgway.com/ep206 Subscribe and click the be…
 
This podcast is brought to you by Goldrock Capital at goldrockcap.comDaniel Bernard, Investor and Venture Partner at Mindspring Capital, discusses how the passion of sports can impair an investor's critical thinking. He talks about how to get into the business of sports, and cautions against involving ego and emotions when investing.…
 
Mike Woodfield has been responsible for overseeing and asset managing $300,000,000 in multifamily deals over the last 5+ years. During that time Mike oversaw the renovation of 2,200 multifamily units totaling $30,000,000 in improvements which created millions in value-add. Mike has overseen the construction of 50 apartment units totaling $7.2 Milli…
 
You will influence more people by being happy and playful. Creativity and innovation comes about when you are being playful. Plato said you can discover more about a person in an hour of play than a year of conversation. Be happily achieving. Be present, fun, curious and playful and build the life you deserve.…
 
In addition to this show about physician mortgages, I mention good friend and long-term partner, Doug Krause. Doug is a physician mortgage loan expert with UMB Bank. He’s also the author of a new book releasing within the next 6 weeks. This book is one of the best resources you will find about buying your first home as a physician. It discusses wha…
 
In the latest podcast update: · Powell indicates tapering likely to begin by end of year · Markets react to Fed Chair’s remarks · August U.S. jobs report looms large IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions a…
 
Ron and Hermione (cool reference) have set their sights high for a new pool and a second home. Kayse and Ryan break down their spending, investing, and, overall, cash flow to help get their financial priorities straight. See how this physician couple is otherwise doing a really great job at paying down their debt within the time frame they've set. …
 
Warrior Phil Klima runs a successful car dealership and got into single family housing. After closing on a 31 unit deal he quickly discovered the advantages of multifamily. Phil has built a portfolio of total real estate assets valued at just north of $20M and total units just over 300 without syndicating. Here’s some of the topics we covered: The …
 
Masterworks CEO Scott Lynn returns to Invest Like a Boss after appearing on the show for Episode 146 in June 2020. A lot has changed since then and Masterworks has grown tremendously. Scott talks with Derek to give an overview of the market and how the platform has performed since. Then Sam joins in with Derek to discuss investing in art and possib…
 
, join Market Analyst Andria as she analyzes harmonic price patterns in forex trading. Learn how to spot them in your chart readings and how to use them to improve your trading technique!What will you learn?What harmonic price patterns areHow to spot them in your chartsHow to use them to your benefitDisclaimer: This material is provided as a genera…
 
Geopolitical risks and virus developments have remained in focus and add to the cautious backdrop. Trading has been very muted, with investors clearly holding back ahead of the Jackson Hole weekend.Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute an independent investme…
 
Keith Weinhold started his multifamily journey with a 4-plex in Anchorage Alaska of all places. Since then Keith has become a bestselling author and podcaster in the Commercial Real Estate space. Keith has been on the show previously as one of my earliest interviews: Episode #89 Here’s some of the topics we covered this time around: The problem wit…
 
Putting things into motion quickly for a competitive “leg up”. Rapid implementation involves identifying opportunities and quickly responding to new problems. Rapid implementation can also help your company or team achieve their goals by quickly responding to changes in the economy, changes in local and national politics, and changes in consumer se…
 
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