Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
…
continue reading
In the Defence Science and Technology podcast, you will hear from DST Group's leading scientists about how our innovative research adds value to the Australian Defence Force.
…
continue reading
Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
…
continue reading
How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
…
continue reading
This is the Self-Storage Investing Podcast, where we share the knowledge and skills from the industry’s leading investors, developers, and operators to help you launch and grow your self-storage investing business. What made them a success? Built their wealth? What was their mindset and mentality as they entered the space and found room for business growth? Led by podcast host Scott Meyers, the original SELF-STORAGE EXPERT, we have a track record spanning two decades having successfully acqu ...
…
continue reading
The Calibrate Real Estate Podcast has a simple goal; educate, empower, and encourage. Hosted by Kyle Malnati, broker/owner of Calibrate Real Estate in Denver Colorado, the winner of both 30Under30 and 40Under40 awards - Kyle interviews prestigious members of the Real Estate community at a national level to bring you their most coveted advice and best practices of the industry.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
46:35
46:35
Play later
Play later
Lists
Like
Liked
46:35
In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
38:30
38:30
Play later
Play later
Lists
Like
Liked
38:30
In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mistake #2 – The Risks of Skipping the Inspection
17:50
17:50
Play later
Play later
Lists
Like
Liked
17:50
Send us a Text Message. Are you overlooking crucial details that could make or break your self-storage investment? In this episode, Scott scrutinizes the common mistakes self-storage investors make, especially when it comes to physical site inspections. He shares tips on avoiding costly pitfalls, from HVAC and roofing issues to drainage and securit…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
When Cutting-Edge AI Meets the World of Self-Storage
38:41
38:41
Play later
Play later
Lists
Like
Liked
38:41
Send us a Text Message. In this episode, Scott chats with Tyler Sellers about his innovative software, Cactus AI, that revolutionizes the way self-storage investors handle underwriting. From mom-and-pop operations to billion-dollar institutions, Sellers reveals how this tool leverages AI to streamline the underwriting process, saving time and ensur…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Future of Accounting and CPAs with David Hartley
45:41
45:41
Play later
Play later
Lists
Like
Liked
45:41
In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mistake # 1 – The Risks of Purchasing Off the Beaten Path
46:20
46:20
Play later
Play later
Lists
Like
Liked
46:20
Send us a Text Message. Ever wondered what could derail your self-storage investment before you even start? Scott shares his personal blunders and lessons from over 20 years in the self-storage business, providing vital advice on how to avoid costly errors. He highlights the critical importance of location, market analysis, and thorough planning. W…
…
continue reading
Send us a Text Message. Ready to break free from Wall Street's grip and build real wealth? In this episode, Scott welcomes Russ Morgan, co-founder of Wealth Without Wall Street, to discuss the power of passive income and alternative investments in achieving financial freedom. Russ and his partner Joey Mure have created a groundbreaking book that of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty
52:23
52:23
Play later
Play later
Lists
Like
Liked
52:23
In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Smart Tax Moves: Cost Segregation Strategies for Self-Storage
38:26
38:26
Play later
Play later
Lists
Like
Liked
38:26
Send us a Text Message. Are you leveraging every financial advantage in your self-storage business? In this episode, Scott Meyers, the original SELF-STORAGE EXPERT, welcomes back Sean Graham to discuss the benefits of cost segregation for real estate investors, particularly those in the self-storage sector. Sean, a CPA with extensive experience in …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager
1:00:50
1:00:50
Play later
Play later
Lists
Like
Liked
1:00:50
We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Revenue, Remote Management, and Real Results in Self-Storage
36:16
36:16
Play later
Play later
Lists
Like
Liked
36:16
Send us a Text Message. Can niche markets like RV and boat storage be the game-changer your business needs? In this episode, Scott chats with Gary Edmonds, a seasoned storage manager, about his journey from a commercial lender to a thriving storage facility owner and third-party manager. Gary shares his insights on managing facilities efficiently, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
32:21
32:21
Play later
Play later
Lists
Like
Liked
32:21
In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Scaling Smart: Self-Storage Strategies for Maximum Returns
44:34
44:34
Play later
Play later
Lists
Like
Liked
44:34
Send us a Text Message. Ever wondered how to turn a sleepy self-storage facility into a bustling profit powerhouse? Unlock the hidden potential of self-storage with the expert insights from Peter Smyth on the Self-Storage Podcast. Scott and Peter explore the nuances of tailoring management strategies to individual needs, enhancing customer experien…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How a Family Business Became a Self-Storage Leader
46:51
46:51
Play later
Play later
Lists
Like
Liked
46:51
Send us a Text Message. It was all about cold calls in the early days. Rachel Parham of Noah's Ark Development remembers her dad making call after call to manage a portfolio of over 400 facilities. Nothing wrong with good, honest, nose to the grindstone hard work. And it paid off. Rachel emphasizes the importance of due diligence, market studies, a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031
30:56
30:56
Play later
Play later
Lists
Like
Liked
30:56
6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…
…
continue reading
Send us a Text Message. Tom Dunkel, Chief Investment Officer at Belrose Storage Group, discusses the increasing demand for boat and RV storage in the US. He explains that the production of RVs and boats is outpacing the creation of storage spaces, with homeowners’ associations and municipalities often restricting parking in residential areas. Dunke…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
REPLAY – Top FAQs From Self-Storage Newbies
34:37
34:37
Play later
Play later
Lists
Like
Liked
34:37
Send us a Text Message. This is an episode first published in September 2023. It’s one of our most popular. In this episode Scott discusses the current state of the Self-Storage industry and why it’s attracting new investors. With other asset classes experiencing a downturn, Self-Storage remains a lucrative investment option. Scott explains how sel…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Banking on Self-Storage: A Guide to Smart Financing
32:44
32:44
Play later
Play later
Lists
Like
Liked
32:44
Send us a Text Message. What are the banks looking for right now when it comes to loans? In this episode, Scott warms up the conversation with proven strategies for securing self-storage loans amidst a challenging economic climate. He explains the evolving lending environment, the criteria lenders use to assess loan applications, and provides actio…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mastering Financial Metrics and Team Building with Jody Grunden
51:45
51:45
Play later
Play later
Lists
Like
Liked
51:45
6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…
…
continue reading
Send us a Text Message. Meet the software turning self-storage ads into occupancy boosters! In this episode, Scott interviews Jason Zickler, co-founder of Adverank, about how their specialized software is changing paid advertising for self-storage operators. Jason explains how Adverank's innovative algorithm provides precise budget recommendations …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
41:44
41:44
Play later
Play later
Lists
Like
Liked
41:44
In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…
…
continue reading
Send us a Text Message. Syndicating self-storage deals just got trickier – here’s how to stay ahead. In this episode, Scott dives into the evolving landscape of the self-storage industry, emphasizing the challenges brought by rising interest rates, construction costs, and stricter lending practices. Scott outlines nine key fee structures in syndica…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets
51:23
51:23
Play later
Play later
Lists
Like
Liked
51:23
While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning …
…
continue reading
Send us a Text Message. Imagine the booming world of self-storage evolving into something even more specialized and lucrative. In this episode, Scott Meyers chats with Joe Downs of the Belrose Storage Group about the emerging niche of "pro storage" – a unique blend of contractor and RV/boat storage. They explore the untapped potential of this marke…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
42:47
42:47
Play later
Play later
Lists
Like
Liked
42:47
In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Traditional to Self-Directed: A Wealth-Building Journey
36:46
36:46
Play later
Play later
Lists
Like
Liked
36:46
Send us a Text Message. Turn your savings into a wealth-building machine. Scott Meyers introduces Donnell and Angelique Stidhum, a dynamic duo dedicated to empowering individuals through financial literacy. They share their journey and strategies for leveraging self-directed 401(k)s, real estate investments, and other financial tools to achieve fin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
46:49
46:49
Play later
Play later
Lists
Like
Liked
46:49
Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Breaking Ground: The Next Steps in Self-Storage Site Development
38:35
38:35
Play later
Play later
Lists
Like
Liked
38:35
Send us a Text Message. Site development is critical! In this episode, Scott shares the essentials of developing the perfect location for your self-storage business. From understanding zoning regulations and gaining community support to identifying red flags like environmental challenges and wetlands, he emphasizes the importance of due diligence a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
1:23:16
1:23:16
Play later
Play later
Lists
Like
Liked
1:23:16
Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Developer’s Guide to Self-Storage Site Evaluation
37:26
37:26
Play later
Play later
Lists
Like
Liked
37:26
Send us a Text Message. Essential strategies for development amidst financial uncertainties. In this episode, Scott explores the intricacies of evaluating potential development sites for lender approval in today's challenging economic landscape. With interest rates on the rise and a potential recession looming, Scott discusses the strategic importa…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The SpareBox Storage Tech Revolution in Self-Storage
41:40
41:40
Play later
Play later
Lists
Like
Liked
41:40
Send us a Text Message. Technology is transforming self-storage. Jackson Stevens shows us how tech can reign supreme in the realm of self-storage. Scott and Jackson discuss the SpareBox Technologies’ rapid growth and the innovative software solutions driving operational excellence. From AI-driven revenue management to real-time field operations app…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
50:15
50:15
Play later
Play later
Lists
Like
Liked
50:15
Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…
…
continue reading
Send us a Text Message. The ISS World Expo sets the stage. After attending the ISS World Expo in Las Vegas, Scott shares a comprehensive breakdown of the event, highlighting the vibrant community and the dynamic evolution of the self-storage industry. From technological advancements to the strategic discussions about the future of self-storage inve…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Technology is So Important in Self-Storage
38:44
38:44
Play later
Play later
Lists
Like
Liked
38:44
Send us a Text Message. Software solutions are helping manage all aspects of maintaining facilities, from tracking tasks and schedules to providing insights on operational improvements. In this episode, Jadob Pandl and Bob Linneman of NodaFi join Scott to highlight the importance of having a centralized system for facility operations, especially fo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
40:31
40:31
Play later
Play later
Lists
Like
Liked
40:31
In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives
48:49
48:49
Play later
Play later
Lists
Like
Liked
48:49
We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more! Import…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investment Speed: Keeping Up in a Fast Market
50:10
50:10
Play later
Play later
Lists
Like
Liked
50:10
Send us a Text Message. Three key steps to drive successful investments: Focus on your primary source of income, Understand the intricacies of tax-saving techniques Wrap your head around the powerful concept of 'infinite banking'. Addressing common fears and the noise of misinformation, Scott and guest Chris Miles emphasize the value of surrounding…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Who is Not Telling You the Truth When it Comes to Your Investments?
38:06
38:06
Play later
Play later
Lists
Like
Liked
38:06
Send us a Text Message. Truth is the waters of financial advice are murky. Chris Miles is a vocal critic of mainstream financial planning. He’s often described as the anti-financial advisor. Chris brings a fresh and critical perspective on what truly works in the realm of investing. This cuts through the noise, challenging preconceived notions and …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD
41:27
41:27
Play later
Play later
Lists
Like
Liked
41:27
Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Meyers' Method: Mastering the Art of Self-Storage
1:01:33
1:01:33
Play later
Play later
Lists
Like
Liked
1:01:33
Send us a Text Message. The heart and hustle behind the Meyer’s self-storage empire. This episode shares the personal and professional evolution of the Meyers’, from overworked landlords to self-storage magnates. Christina opens up about their initial leap of faith into the industry, while Scott details their transition into education and mentorshi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unlocking Freedom: The Meyers' Self-Storage Revolution
49:17
49:17
Play later
Play later
Lists
Like
Liked
49:17
Send us a Text Message. The transformative journey of self-storage investing from chaos to calm. Scott and Christina Meyers share a raw and personal narrative of their entrepreneurial journey on the Self-Storage Podcast. From their early struggles with single-family rentals to the liberating shift to self-storage, they reflect on the business's cha…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards
35:04
35:04
Play later
Play later
Lists
Like
Liked
35:04
Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…
…
continue reading
Send us a Text Message. Success is not a secret—it's a mindset. In this episode, Scott unpacks the critical mindset shifts and practical strategies that have propelled his self-storage business forward. By emphasizing the importance of hard work over talent, the power of goal setting, and the necessity of surrounding oneself with smart, driven indi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 90: Relocating in Retirement: What You Need to Know featuring Melissa Bevacqua
57:33
57:33
Play later
Play later
Lists
Like
Liked
57:33
In today's episode, we're going to focus on relocating in retirement. In hot real estate markets like California, New Jersey, and New York, we've witnessed a significant trend of homeowners making moves to more affordable and tax-friendly states, or simply looking to downsize. To help us tackle this topic, we've invited a seasoned realtor and good …
…
continue reading
Send us a Text Message. In this episode Scott discusses the current opportunities in the self-storage market. It’s important to act now rather than sitting on the sidelines, as the market is transitioning and offering many opportunities for buying, selling, and developing. Scott also highlights the importance of mastering underwriting and market an…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
23:33
23:33
Play later
Play later
Lists
Like
Liked
23:33
Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Changes to the Small Business Administration (SBA) Rules
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
Send us a Text Message. These are changes that could impact cashflow. The revisions to the SBA rules make it easier for borrowers to meet the 10% equity requirement for loans, allowing seller debt to count towards the full 10% equity injection. Other changes include the acceptance of Home Equity Line of Credit (HELOC) or cash-out refinance of real …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Inside Our Mastermind Events Part III: The Benefits of Membership
27:13
27:13
Play later
Play later
Lists
Like
Liked
27:13
Send us a Text Message. For the first time, we're opening the doors to our exclusive mastermind events, allowing you to listen in and gain invaluable insights at no cost. Part II was recorded last Fall on another cool morning in Colorado the day after a wicked thunderstorm the night before. This episode features a round table discussion of various …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup
36:23
36:23
Play later
Play later
Lists
Like
Liked
36:23
Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®
46:15
46:15
Play later
Play later
Lists
Like
Liked
46:15
In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, targe…
…
continue reading