Adjusters International’s Property Insurance Roundtable features property insurance experts discussing current issues affecting first party claims. Each podcast focuses on a critical topic that is currently trending within the property insurance industry and includes real life examples intended to improve disaster preparedness.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Real estate is the most proven way to build wealth. But learning how to invest in real estate is not easy. You need a blueprint from other successful investors. That is what this podcast is all about. In each episode, join Drew Breneman, a real estate investor who owns more than $200M in property, as he and his guests teach you what you actually need to know to be a successful investor. Whether you are a full-time active investor, a passive investor, close to retiring, just starting out, or ...
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Advice For Young Real Estate Entrepreneurs | Drew Breneman’s Appearance on Adventures In CRE - E107
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Are you struggling to find your footing in real estate, and uncertain about when and how to take the leap from a steady paycheck to full-time investing? Many aspiring investors grapple with the challenge of building a robust portfolio while juggling multiple jobs and navigating financial constraints. This episode features Drew Breneman's appearance…
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#111 – Retirement planner chat, with Victor Medina from Palante Wealth
1:27:12
1:27:12
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Andy chats with fellow retirement planner Victor Medina, CFP®, RICP®, CELA® from Palante Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often …
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#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA
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I'm a buffoon and I missed including another important pro of doing an employer plan-to-IRA rollover in episode #110's list of pros and cons of rollovers. The additional potential pro is the ability to do Qualified Charitable Distributions ("QCDs") out of the IRA if you're at least 70 1/2 and charitably inclined. So, the recap the full list of pros…
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#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA
1:05:22
1:05:22
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Andy summarizes the pros and cons of rolling over an employer plan (such as a 401(k), 403(b), 401(a), 457 or the federal Thrift Savings Plan) to an IRA or Roth IRA. To sum up: Potential PROS of rolling over an employer plan to an IRA or Roth IRA: More investment options Likely lower fees and costs Access to professional advice Better control over t…
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Money-Making Mentality | Drew Breneman’s Appearance On The Climb With Michael Moore and Robert Wierema - E106
1:01:31
1:01:31
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For many, the idea of home ownership might feel like an impossible dream, especially when coupled with the pressures of securing financial stability in such an unpredictable market. However, there are ways to overcome these challenges that mostly come down to making key choices. This episode features Drew Breneman's appearance on The Climb with Mic…
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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
43:43
43:43
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Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total…
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#108 – Retirement planning chat with "real" people, Ali & Alison Walker
1:38:27
1:38:27
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Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retiremen…
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The Risks Of Multifamily Investments | Drew Breneman’s Appearance On My Freedom Foundry With Paul Thompson - E105
43:14
43:14
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Navigating the multifamily real estate market can be daunting, with potential investors often feeling apprehensive about the risks involved. Concerns about vacancy rates, tenant turnover, and the complexities of managing multiple units can create significant anxiety. Without a clear understanding of risk management and the nuances of multifamily in…
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#107 – Retirement planner chat, with Mike Powers from Manuka Financial
1:51:51
1:51:51
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Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often ove…
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#106 - How to decide the optimal time to start your Social Security benefits
43:25
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Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits Links in this episode: Tenon Financial June 2024 newsletter discussing how to optimize your Social Security claiming decision - here Retirement Planning Education June 2024 blog discussing how to optimize your Social Security claiming d…
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From House Hacking To $235M+ Under Management | Drew Breneman’s Appearance On Zen And The Art of Real Estate Investing - E104
49:54
49:54
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Some of the most successful real estate investors started out young, and with a lot of hard work, the right long-term relationships and the ability to overcome several challenges, have found themselves with hundreds of millions in assets under their belts. In this episode, Drew Breneman guests on the Zen and the Art of Real Estate Investing podcast…
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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
54:59
54:59
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Listener Q&A where Andy talks about: Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 ) Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 ) How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 ) If I've changed any of my views or processes around retireme…
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#104 – Retirement planning chat with a "real" person, Laura Maione
1:11:07
1:11:07
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known…
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Build Investor Relationships that Fund Real Estate Deals | Andrew Dunn of VAC Development - E103
58:21
58:21
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Building relationships with investors and effectively networking are crucial to success, especially in today’s sometimes overcrowded market. It can be frustrating trying to find the right set of ears to hear your pitch, figure out which conferences to attend, and how to use that time wisely. This episode offers insight into overcoming obstacles lik…
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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
1:33:48
1:33:48
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Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers …
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Investing In Multifamily Properties | Drew Breneman’s Appearance On Cash Flow Connections - E102
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39:43
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The multifamily property market can feel like an intricate maze, with concerns about stability, market fluctuations, and achieving favorable returns often taking center stage. Despite dedicating countless hours to researching and analyzing potential opportunities, you might still find yourself grappling with uncertainty and apprehension. In this ep…
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#102 - Highlights of the 2024 Social Security Trustees Report
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Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report Links in this episode: The 2024 Social Security Trustees Report - here The "Summary of Provisions That Would Change the Social Security Program" - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirem…
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Manage Real Estate Investments While Working A 9-5 | Adam Sondgeroth of Sondgeroth Capital - E101
33:51
33:51
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Navigating the complexities of real estate investing while working a full-time job can be daunting, and you might find yourself overwhelmed by the idea of taking that first step. In today's episode, seasoned investor Adam Sondgeroth shares his journey of overcoming these hurdles and successfully building a substantial real estate portfolio. Adam is…
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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
34:24
34:24
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Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 ) How frequently to rebalance your portfolio ( 11:46 ) Annual 401(k) contribution limits between employee and employer contributions ( 14:55 ) Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annua…
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Celebrating 100 Episodes: A Father-Son Chat on Investing
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In this special 100th episode of The Breneman Blueprint, Drew Breneman interviews a very special guest - his own son William! At just 6 years old, William has listened to every single episode of his dad’s podcast and has become his #1 fan! William shares how he turned $5 from the tooth fairy into $80 by investing in apartment buildings. Don't miss …
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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
1:30:56
1:30:56
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Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are: 1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insura…
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Insurance Q&A: Coverage Gaps, Coinsurance, Ordinance & Law, Worker’s Comp, and More | Tom Panos
55:39
55:39
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In this episode, we sit down with Tom Panos, an experienced insurance agent, to dive into the critical aspects of commercial property insurance. We'll explore a range of important topics, including common policy missteps, such as underestimating building values or falling into coinsurance traps, and how to spot and fill coverage gaps. From the bene…
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#099 – Retirement planning chat with a "real" person, Al DiSalvio
1:02:45
1:02:45
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earl…
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
1:13:01
1:13:01
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Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in reti…
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How to Evaluate Deals, Partners, and Property Managers | Dan Brisse
39:48
39:48
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In this episode, Dan Brisse shares his journey for success from pro snowboarder to multimillion-dollar real estate investor and his top strategies for success. Learn how grit and passion helped him transition careers, scale up through strategic partnerships, and take advantage of today's buying opportunities. Dan provides insider tips for passive i…
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#097 – Inherited IRA Required Minimum Distribution ("RMD") rules
44:23
44:23
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Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs Links in this episode: The IRS's Single Life Expectancy Table Charles Schwab's Inherited IRA Withdrawal Rules Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube chan…
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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
45:51
45:51
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Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 ) Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 ) Is there a simple way to estimate what your total taxes will be for the year ( 19:28 ) Could it make sense to …
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Today's Insurance Market: Premium Hikes and Replacement Cost Increases | Tom Panos
48:59
48:59
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Today we have a special guest who understands the complexities of the commercial insurance market from all angles. Tom Panos has been a leading commercial insurance broker for over 20 years, protecting the assets of real estate investors across property types and geographies. Tom also keeps a close eye on the ever-changing insurance landscape. From…
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#095 – Retirement planning chat with a "real" person, Judy Ocaya
1:23:22
1:23:22
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how…
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Financing, Chicago, and How To Win Deals w/ Steve Kundert, Jordan Gottlieb, and James Nelson
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50:12
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In today's episode, we're taking a look back at some of the most influential conversations from the early days of our podcast. Steve Kundert, Senior Vice President at CBRE, shares his vast experience in originating over $10 billion in commercial real estate loans, offering key advice on securing debt from diverse capital sources for a competitive e…
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#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
1:25:49
1:25:49
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Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in re…
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#093 – Advisory fees...the good, the bad, the ugly
1:32:22
1:32:22
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Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair Links in this episode: FINRA's BrokerCheck - here My article about trying to quantify the "value" of advisory services - here Tenon F…
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From Corporate Finance to Commercial Real Estate - Tyler Lyons, Asym Capital
55:18
55:18
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Tired of the nine-to-five grind, Tyler Lyons made a bold move - he left behind a successful corporate accounting career to break into commercial real estate. Now he shares the story of his journey, along with insider tips for navigating today's shifting market. And learn why his firm, Asym Capital, invests exclusively in Phoenix multifamily. Highli…
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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
35:42
35:42
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Listener Q&A where Andy talks about: How to establish tax residence in a new state, and how to leave tax residence in your old state Carrying over capital loss deductions Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210 When in the tax return season should you file your return Is an advisory fee of 1…
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Unveiling Real Estate Wisdom: Insights from Industry Experts: Bob Knakal, Jim Vozza, and Tyler Hague
46:53
46:53
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In today's episode, we're revisiting some pivotal conversations from some of our top episodes in 2023. First up is an insightful discussion with Jim Vozza from CBRE, where we delve deep into the world of Freddie Mac and Fannie Mae small balance loans for multifamily properties. Although aired some time ago, this episode remains incredibly relevant …
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#091 – Retirement planning chat with a "real" person, Tom Santi
1:17:23
1:17:23
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is currently in a part-time/transitional work phase leading toward retirement. They talk about a wide array of retirement planning topics such as when Tom started getting serious about retirement p…
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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
1:25:07
1:25:07
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Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement p…
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There Are Good Deals In "Bad Markets." There Are Good Deals In "Bad Cities." There Are Good Deals At All Times.
11:23
11:23
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Is now a good time to invest? It’s easy to make excuses. - “Interest rates are high.” - “The market is tough.” - “We’re facing a recession.” Sure, it’s a challenging market to buy in. But that means it might be easier to get a broker’s attention. It might be easier to find deals with less competition. It might be easier to be taken seriously. Are y…
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#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio
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37:54
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Explanation of what the S&P 500 index is, what it measures, how it works and why it's NOT the right benchmark to use for your portfolio and it's returns Links in this episode: Portfolio Visualizer website - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Reti…
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#088 – Retirement planning considerations for women, with Laura Adams
1:08:28
1:08:28
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Andy talks with Laura Adams, author and host of the The Money Girl podcast, about retirement planning considerations and issues unique to women Links in this episode: Laura's website - https://lauradadams.com/ Laura's podcast - The Money Girl Laura's newsletter - The Money Stack Tenon Financial monthly e-newsletter - Retirement Planning Insights Fa…
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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
46:31
46:31
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Listener Q&A where Andy talks about: The summary of the five different tax return filing statuses Whether a particular listener could file as Head of Household for his 22 year-old son in college How to get the 1099-INT form if you sold any I Bonds last year Whether you can still do a 2023 Roth conversion now, in February 2024 What to look for and a…
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NNN Development, Programmatic Equity, and Yield on Cost w/ Andrew Dunn, VAC Development
59:43
59:43
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This episode takes you inside the deal-making process of commercial real estate investor Andrew Dunn. Andrew is the managing partner at VAC Development, an asset-class agnostic real estate investment group focusing on yield and asset allocation. Andrew primarily runs the acquisitions, capitalization, and business plan execution for the firm. In thi…
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#086 – Retirement planning chat with a "real" person, Bill Stevenson
1:01:53
1:01:53
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill started getting serious about retirement planning, what he wishes he would have known…
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#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
59:41
59:41
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Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlo…
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Strategies for Succeeding in Commercial Development | Tanner Webster
52:06
52:06
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In this episode, our guest, Tanner Webster, shares his journey. Tanner discusses how he learned the ins and outs of real estate development through hands-on experience, flipping houses, working for a developer, and then taking the risk on his first ground-up development project. Listeners will learn Tanner's strategies for raising capital from inve…
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#084 – Understanding Target Date Retirement Funds
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53:18
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Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc. Links in this episode: Episode #060 of the Retirement Planning Education podcast about mutual funds Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (form…
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Crexi’s Game-Changing Platform with Yannis Papadakis
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In this episode, Drew has an inspiring conversation with Yannis Papadakis, a key player at Commercial Real Estate Exchange, Inc. (Crexi), a groundbreaking tool in commercial real estate. Crexi started out as a for-sale and for-lease listing marketplace, but it is much more than that today. Yannis shares his journey from a real estate broker to a pi…
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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
45:44
45:44
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Listener Q&A where Andy talks about: For those who have solo 401(k) plans, when having to file Form 5500EZ is required What's tax gain harvesting and when it's beneficial How to select between online banks that offer high yield savings accounts Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of yo…
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Gabe Horstick, Founder of Base 3, and Owner of $100M+ of RE
1:17:50
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Looking into breaking into real estate investing? This episode featuring seasoned investor slash founder of Base 3 Development Gabe Horstick offers an inspiring case study for you. Learn about Gabe's inspiring journey, transitioning from banker to owning over $130 million in multifamily properties across 50 assets. Discover valuable advice on navig…
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#082 – Retirement planning chat with a "real" person, David Folts
1:26:02
1:26:02
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio. They talk about a wide array of retirement planning topics such as when David started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for t…
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