show episodes
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
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show series
 
Most individuals take more than the required minimum because they need the money, but extra time would enable more strategy planning for retirement assets. Today's Stocks & Topics: ENB - Enbridge Inc., Stock Split, FSR - Fisker Inc., Financial Advice for an 18-year-old, LX – Lexin Fintech Holdings Ltd. ADR, JAZZ - Jazz Pharmaceuticals PLC, Young In…
 
Monday’s aggressive stock market rally occurred despite fears that investors still are not appreciating how quickly the Federal Reserve could start raising interest rates. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, CRLBF - Cresco Labs Inc., K - Kellogg Co., DE - Deere & Co., TSN - Tyson Foods Inc. Cl A, VZ - Verizon Communications Inc., T…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210622-LURIRS-AlGordon-CandiceCoreyMuldrow-TITLE.mp3 Host Al Gordon unfolds Candice and Corey’s journey to building their 196 Million Dollar Real Estate Portfolio. They joined Lifestyles Unlimited in 2015 with a negative net worth, courtesy of student debt, and are now living their dream…
 
With better than a 400% cost move in a 15-month period of time, the volatility involved causes price adjustments. Today's Stocks & Topics: WFC - Wells Fargo & Co., Pension Funds, Job Market, What to do with 100k, FLT – Fleet Cor Technologies Inc., GOLD - Barrick Gold Corp., PLTR - Palantir Technologies Inc., FCX - Freeport-McMoRan Inc., 401k, NLS -…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210620-LURIRS-MikeHarrison-GerardBoelster-TITLE.mp3 Gerard tells host, Mike Harrison, that the conventional way of retiring is too risky, too complicated to try and figure out how long you need to work and then how many years you have until you’re going to die and how much money you have…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210620-LURIRS-AndyWebb-TITLE.mp3 Andy explores the question… are you depending on your inheritance to fill the gaps in your retirement plan? Over 70% of millennials expect an inheritance but only 40% of parents plan on leaving one and only 20% of adults will receive an inheritance, most …
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210619-LURIRS-DavidRuzicka-DanNolen-TITLE.mp3 Dan planned on retiring at 67 but happily retired at age 50. In this interview, host David Ruzicka and guest Dan unfold his journey at Lifestyles Unlimited. They explore everything from tenant screening basics to investing in 28 Apartment Com…
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 …
 
It's Friday! Today we discuss: 2:21 What do we do with Michael Burry's predictions of a crypto crash? 18:35 How do I figure out how much life insurance I need 35:45 Is Florida the best state in the USA? Enjoy! To join me next week, sign up here: https://patreon.com/RadicalPersonalFinance Joshua
 
Welcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen! https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the importance of building a platform, understanding your brand’s DNA, and the art of leadership storytelling. Read more: h…
 
At least one market strategist believes that commodities are entering a multiyear bull market. Today's Stocks & Topics: IVR - Invesco Mortgage Capital Inc., CLF - Cleveland-Cliffs Inc., RF - Regions Financial Corp., CAT - Caterpillar Inc., MPLX - MPLX L.P., ROOT - Root Inc. Cl A, Investing in Cryptocurrency, OKE - ONEOK Inc., Jobs Report, LEI: Lead…
 
Could Dimensional Funds’ pivot be a major catalyst for the $21 trillion mutual fund industry-- prompting it to begin switching over to the ETF format? Today's Stocks & Topics: TGB - Taseko Mines Ltd., Software Stocks, ALLY - Ally Financial Inc., Stocks Indicators, BLDE - Blade Air Mobility Inc., RH - RH, CDNA - CareDx Inc., Inflation, IT - Gartner …
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210616-DWRS-DelWalmsley-BinitGupta-Podcast-Edit.mp3 Binit G. leveraged higher education to stay competitive in the corporate world but soon realized that the true cost of success was forfeiting freedom over his time. Getting an education in real estate investing from Lifestyles Unlimited…
 
In a recent Federal Reserve Bank of New York survey, expectations rose with regard to how much more consumers will have to spend on homes, food, rent, and gas. Today's Stocks & Topics: XOM - Exxon Mobil Corp., Inflation, Reasons to Stay Bullish on the Market, Retail Sales, California Ending Restrictions, Electric Vehicles, Stock Evaluation, HA - Ha…
 
The COVID-19 pandemic has created significant challenges for the owner of shopping centers in the Chicago area and across the country with Washington Prime seeking protection after its rent revenue declined by 20%. Today's Stocks & Topics: PSFE - Paysafe Ltd., Housing Market, AZRE - Azure Power Global Ltd., MIC - Macquarie Infrastructure Corp., VLV…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210613-LURIRS-MikeHarrison-Podcast-Edit.mp3 Mike Harrison “invested” in his 401(k) for 2 decades before realizing that the so-called retirement benefits were actual disadvantages. Calling out 5 facts about the 401(k), learn how to convert these savings plans into tangible cash-flowing as…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210613-LURIRS-AndyWebb-Podcast-Edit.mp3 Have you heard how risky it is to invest in real estate? Responding to questions from skeptics afraid of losing money in a deal, Andy Webb talks through common misconceptions about managing rental properties and how to effectively build wealth in t…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210612-DavidRuzicka-JoeCantu-Podcast-Edit.mp3 Joe C. considered investing in real estate while in his 20s, but it took him 20 more years to overcome analysis paralysis and buy his first property. Since joining Lifestyles Unlimited in 2016, he tells David Ruzicka what steps he took to tri…
 
According to the Labor Department, the consumer price index, which represents food, energy, groceries, housing costs and sales across a spectrum of goods, rose 5% from a year earlier. Today's Stocks & Topics: AAPL - Apple Inc., FIVE - Five Below Inc., BABA - Alibaba Group Holding Ltd. ADR, CMRE - Costamare Inc., ARKK - ARK Innovation ETF, GSL - Glo…
 
ProPublica made a splash this week with their reporting on the wealthiest 25 Americans' tax returns. Let's discuss! Joshua https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax
 
The trade group has interpreted what it sees ahead as 'clear signs of a strong and resilient economy'. Today's Stocks & Topics: LEVI - Levi Strauss & Co. Cl A, COST - Costco Wholesale Corp., PEP - PepsiCo Inc., LIT - Global X Lithium & Battery Tech ETF, PENN - Penn National Gaming, Inc., NGUGF - New Guinea Gold Corp., CLF - Cleveland-Cliffs Inc., F…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210610-LURIRS-AlGordon-DonHoke-Podcast-Edit.mp3 Don H. is a Museum Curator with a passion for history and preserving artifacts. Realizing his investments weren’t making enough money to last through retirement, he tells Al Gordon how he repurposed underperforming assets into Multifamily c…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210610-DWRS-DelWalmsley-Podcast-Edit.mp3 Making money is simple when you understand the unchangeable rules of wealth. Del Walmsley explains the laws that govern financial success and how to avoid financial failure.By Professional Real Estate Investors
 
Traditional and Roth IRAs both offer tax breaks, but not at the same time and younger investors will likely benefit more from a Roth IRA. Today's Stocks & Topics: HMC - Honda Motor Co. Ltd. ADR, ORI - Old Republic International Corp., SCHW - Charles Schwab Corp., EC - Ecopetrol S.A. ADR, PBA - Pembina Pipeline Corp., VLVLY - Volvo AB ADR, WFG - Wes…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210609-LURIRS-AlGordon-Podcast-Edit.mp3 Throughout life, encountering unforeseen circumstances is a certainty. Al Gordon talks about the art of contingency planning, for the financial stability of your future and within the structure of a real estate contract.…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210609-DWRS-DelWalmsley-Vivian-and-Cornell-Williams-Podcast-Edit.mp3 Vivian and Cornell saw the value in real estate as an investment vehicle and started a small portfolio of rentals, before finding the Lifestyles Unlimited family and scaling to Financial Freedom. Catching up with Del Wa…
 
In January, amid one historic short squeeze, the SEC vowed to protect individual traders and to scrutinize actions taken by brokerages. Today's Stocks & Topics: CCV - Churchill Capital Corp. V Cl A, Jobs Openings, Bitcoin, GE - General Electric Co., Billionaires and Taxes, PLBY - PLBY Group Inc., PRN - Invesco DWA Industrials Momentum ETF, GNRC - G…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210608-LURIRS-AlGordon-Cornell-and-Vivian-Williams-Podcast-Edit.mp3 Reaching retirement after 30 years, Cornell and Vivian downsized to survive on savings and a fixed budget, before hearing how passive income could elevate their lives. Telling Al Gordon HOW they created enough Cash Flow …
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210608-DWRS-DelWalmsley-SteveTennison-Podcast-Edit.mp3 Steve T. is an Electrical and Computer Engineer who worked in high tech for 13 years before joining Lifestyles Unlimited with a Net Worth of $250k and learning how to compound it into $4.5 MILLION! Sharing his progression from Passiv…
 
As older investors and retirees look for ways to maintain purchasing power, there is a lower risk option they can purchase through the U.S. government—but this may not be a smart move for every investor. Today's Stocks & Topics: ABT - Abbott Laboratories, Crypto-Scams, 529 Plans, PSLV - Sprott Physical Silver Trust, Copper, Investment Strategy, TEC…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210606-LURIRS-AndyWebb-CaryDonham-12p-Podcast-Edit.mp3 Sharing his unique blend of experience investing in real estate assets, Cary Donham of Capital Concepts talks about all things financing with Andy Webb; explaining hard money lending, renovating, refinancing, and how to build a power…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210606-LURIRS-MikeHarrison-Podcast-Edit.mp3 The majority of Americans are trapped in a conventional world where the only way to make a million dollars and retire is by feeding a 401(k) or IRA for 40+ years. Learning a more effective way to grow wealth rapidly through real estate, Mike Ha…
 
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