Best Investmentstrategy Podcasts (2024)

1
2024 #RealEstate Market Movers: Lessons from the 1980s #investmentstrategy #realestateinsights 23:06

6d ago23:06

23:06

Discover the shocking market force that's fueling housing prices in 2024. You won't believe how immigration is shaping the real estate landscape. Why is this a game-changer? Let's all find out! In this episode, you will be able to: 1. Discover the untapped potential: Market impact of immigration on housing. 2. Gain insights from history: Comparing …

1
The Power of #Community & #Collaboration in #RealEstate with Dan Gomer 22:04

12d ago22:04

22:04

Have you ever considered the long-term impact of the real estate journey? The insightful discussion with Dan Gomer shed light on how the journey in real estate is just as important as reaching the destination. In this episode, you will be able to: Master real estate investment strategies for success in the Denver market. Discover the invaluable ben…

1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka 29:43

10d ago29:43

29:43

1
Flipping #Houses and Flipping the Script: Lessons from a Serial #Entrepreneur with Dan Gomer 24:17

19d ago24:17

24:17

How can teaching experience shape success in real estate? Join me as Dan Gomer shares his journey from being a middle school science teacher to a real estate entrepreneur. The key moments in this episode are: 00:00:00 - Introduction to Real Estate Investing 00:01:18 - Unique Skills and Backgrounds 00:05:20 - Career Milestones in Real Estate 00:08:0…

1
In 2024, Should You Rent or Buy Your Home? 23:50

15d ago23:50

23:50

Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…

1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson 33:23

17d ago33:23

33:23

1
2024 Mid Year Denver #RealEstate #Market Report: Prices, Inventory and Strategy Changes 25:35

26d ago25:35

25:35

Are luxury homes a secure investment or a risky gamble? Let's dig into the challenges of flipping high-end properties. In this episode, you will be able to: 1. Stay ahead of the game with the latest real estate market update for 2. Navigate the challenges of flipping luxury homes like a pro. 3. Uncover effective strategies for selling high-end prop…

1
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig 40:34

25d ago40:34

40:34

1
Mapping the Phases: 22+ Years of Real Estate Investor Activity and What's Next 34:34

1M ago34:34

34:34

Have you heard these real estate investment myths? 1. Large institutional investors are taking over the market. 2. The housing shortage is solely due to institutional investors. 3. The little guy doesn't stand a chance against big investors. Want to know the truth? I'll reveal the real strategies to navigate the evolving investor landscape. Stay tu…

1
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson 33:10

1M ago33:10

33:10

1
10 Ways to Make Money In Real Estate 17:49

1M ago17:49

17:49

Considering a switch in real estate brokerages? Let's dive into the impact of COVID-19 and the NAR settlement on the industry. Here's why adaptability is key for real estate success. In this episode, you will be able to: Discover the latest trends for real estate agents switching brokerages in 2024. Explore the significant impact of COVID-19 on the…

1
How to Become a Successful Real Estate Investor with Steve Pilkington Pt 2 23:32

2M ago23:32

23:32

In this week's episode of Raising the Flipping Bar, we had an insightful conversation with Steve Pilkingtonlkington about the Denver real estate market, the NAR settlement, and the college versus real estate career path. We touched on some valuable insights that every aspiring real estate investor should consider. In this episode, you will be able …

1
Year-Round Tax Planning 20:25

1M ago20:25

20:25

Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.By Mariner

1
Navigating Medicare Supplement: An Advisor’s Guide 22:33

2M ago22:33

22:33

1
A Conversation with The Sandidge Group Principal, James Sandidge 34:18

2M ago34:18

34:18

1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner 33:28

2M ago33:28

33:28

1
18 Years of Lessons: Pitfalls to Avoid and Keys to Success with Steven Pilkington Pt 1 35:52

2M ago35:52

35:52

Looking to navigate the current real estate market like a pro? In this week’s episode of Raising the Flipping Bar, we got the chance to interview a savvy real estate investor, Steven Pilkington. With 15+ years under his belt, Steven shares battle-tested advice on running a successful team, balancing work-life demands, and leveraging finances/taxes …

1
A Conversation with Endeavor Retirement Founder Bonnie Treichel 32:23

2M ago32:23

32:23

1
Adapt or Fail: An Insider's Guide to Thriving in Today's Real Estate Market with Adam Wiley 32:47

2M ago32:47

32:47

Have you heard these myths about adapting to market changes? Myth #1: You have to be a charismatic salesperson to succeed. Myth #2: The market is too unpredictable to have a consistent system. Myth #3: Only A players can thrive in this industry. I'm about to reveal the truth, but trust me, it's not what you think. Stay tuned for the game-changing s…

1
Cash Balance Plans Explained 15:40

2M ago15:40

15:40

Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for.…

1
A Conversation with IncomeConductor CEO Sheryl O'Connor 34:18

2M ago34:18

34:18

1
A Conversation with HealthView Services CEO Ron Mastrogiovanni 34:35

2M ago34:35

34:35

1
Building a Championship Business Team 28:05

2M ago28:05

28:05

Hear how a former professional sports insider's secrets for building championship teams in business will change the way you lead your team. The unexpected lessons from sports legends and billionaires will revolutionize your leadership style – and the results will stun you. Dive into this episode and discover the game-changing strategies that will t…

1
A Conversation with IncomePath Co-Founder Tamiko Toland 32:26

2M ago32:26

32:26

1
Taking a step backwards to take three steps forward at light speed. 21:13

3M ago21:13

21:13

Does it feel like you've been told to work on your business instead of working in your business, only to find it's not delivering the results you need? The struggle of trying to scale your business while feeling disconnected from the day-to-day operations can leave you feeling frustrated and unproductive. If you're ready to revamp your approach and…

1
How Parents Can Teach Teens About Investing 16:15

2M ago16:15

16:15

Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investment accounts, retirement plans and more…

1
A Conversation with Ferri Investment Solutions CEO Rick Ferri 31:58

3M ago31:58

31:58

1
Top 5 Deal Sourcing Strategies for The Denver Market 30:12

3M ago30:12

30:12

Uncover the surprising truth about sourcing real estate deals in 2024! Get ready to dive into the top five strategies that are leading investors to unparalleled success. From pocket listings and community building to cutting-edge AI integration, these unique methods are changing the game and setting the stage for a whole new era of real estate inve…

1
Turning Obstacles into Opportunities with Doug Slaybaugh 37:54

3M ago37:54

37:54

Struggling with the latest real estate industry shake-up? Don't let the challenges of the NAR settlement derail your career. Transform obstacles into opportunities with expert insights and strategies. In this episode, Derek Marlin welcomes Doug Slaybaugh, the CPA Coach, for a timely discussion on the NAR settlement and its implications for real est…

1
Why Working With a Wealth Advisor Is Important 18:09

3M ago18:09

18:09

It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and what they've learned since.…

1
Commissions in Question: The NAR Settlement and You 18:07

3M ago18:07

18:07

Are you ready to delve into the latest seismic shift in the real estate industry? In this must-listen episode of Raising the Flipping Bar, Derek Marlin tackles the hot topic of the National Association of Realtors lawsuit and settlement – a topic that's not only current but evolving by the minute. Recorded in mid-March 2024, Derek dissects the impl…

1
ELEVATION Investor Alliance: Building a Hybrid Real Estate Team with Retail and Wholesale 23:53

3M ago23:53

23:53

Do you want to know how to implement diverse strategies for profitable real estate deals? Get ready to discover the solution to achieving this result and maximizing your real estate investment success. In this episode, you will be able to: 1. Mastering Diverse Real Estate Investment Strategies - Uncover the secrets to profitable deals through vario…

1
Tax Implications of Roth IRAs and Roth 401(k)s 16:19

4M ago16:19

16:19

IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distri…

1
Lone Star Investors: Collaboration over Competition with Home Buying Guys 37:12

4M ago37:12

37:12

Are you tired of feeling stuck in your real estate investing journey? Maybe you've been told to focus on finding the perfect deal, but you're still not getting the results you want. The frustration of not seeing the success you're working so hard for can be overwhelming, right? It's time to break free from the cycle of disappointment and take contr…

1
Deep Dive: Advanced Deal Analysis Strategies 22:50

4M ago22:50

22:50

Discover the unexpected challenges and triumphs of turning a condo into a profitable real estate gem. From navigating HOA headaches to doubling the expected return, this deal analysis will change the way you view real estate investing. Get ready to uncover the secrets of making big profits from seemingly modest deals. But what surprising twist turn…

1
Adapt & Thrive: Navigating the Changing Real Estate Markets with Anson Young 38:50

4M ago38:50

38:50

I'm back with another great episode of Raising the Flipping Bar. Today I had the pleasure of chatting with Anson Young, an incredibly knowledgeable real estate investor, agent, and author. Anson drops some serious value in this ep, from detailing his journey through 20 years of real estate, to sharing hard-won lessons from the 2008 crash. I especia…

1
Estate Planning: Protect Your Legacy & Avoid These Mistakes 17:22

4M ago17:22

17:22

No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid…

1
Season 3 Premiere: Top 5 Most Downloaded Episodes To Date 24:44

5M ago24:44

24:44

Are you ready for an unexpected twist? The top 5 most downloaded episodes of Raising the Flipping Bar are about to revolutionize your real estate investment game. Get ready to uncover improved investment strategies, market insights, and insider tips that will take your ventures to new heights. But that's not all, there's a surprising open loop wait…

1
Non-Financials of Retirement 17:17

4M ago17:17

17:17

What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your life.…

1
How to Prepare for Maternity Leave 26:35

5M ago26:35

26:35

Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and preparing your team for your l…

1
Rebalancing Your Portfolio 23:39

5M ago23:39

23:39

The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Brad Rollins, vice president of investments. They discuss what rebalancing …

1
Tailored for Success: Our Custom Property Solutions for Maximum Profits 30:35

6M ago30:35

30:35

In this episode, Derek Marlin discusses a unique custom solution for sellers, Elevation’s Partnership Flip Program. Derek gets into: * The three best options to sell real estate properties. * Elevation’s partnership flip program benefits and property value determination. * How to match the contractor to the right work, budget, and property improvem…

1
Uncomplicating Business: Returning to Core Principles, with Doug Slaybaugh 48:24

6M ago48:24

48:24

In this episode, Derek Marlin sits down with Doug Slaybaugh again to dive into the world of business management, emphasizing the crucial role of numbers in driving business success. Derek and Doug get into: * Shiny object syndrome and the need for focus and simplicity in business strategies * Emphasis on the importance of nudging and knowing number…

1
How Charitable Works and Philanthropy Connect Alger to Its Community 12:26

6M ago12:26

12:26

As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung overse…

1
Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins 31:50

7M ago31:50

31:50

1
Money in the Movies 20:34

7M ago20:34

20:34

Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial industry. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, will react to hits, like The Big Short and The Wolf of Wall Street, and share the…

1
Masterclass for Finding & Analyzing Lucrative Real Estate Investments 25:30

7M ago25:30

25:30

In this episode, Derek Marlin explores: * Top 5 ways to find deals in today's market. * The importance of working with real estate agents to find deals, both on and off market to successfully flip all types of properties. * Effective ways to analyze deals without wasting time or money. * The value of referral business and building a great agent net…

1
Balancing Flips, Portfolios, and Partnerships w/ Former Satellite Crew Commander Dan Fortune 40:45

7M ago40:45

40:45

In this episode, Derek Marlin sits down with highly successful real estate professional, Dan Fortune to explore the dynamics of real estate investing and the crucial role of a knowledgeable and experienced real estate agent. Dan shares his journey, from flips to building portfolios, and offers valuable advice on finding the right agent for your inv…

1
Ask the Retirement Expert About RMDs & Taxes: Ed Slott 30:34

7M ago30:34

30:34

1
Alternative Minimum Tax Explained 17:03

7M ago17:03

17:03

In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and dive deeper into Alternative Minimum Tax (ATM). Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to share more about the tax implications and st…

Podcasts Worth a Listen

Investmentstrategy Podcasts

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