show episodes
 
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
  continue reading
 
Are you a high-income earner seeking both financial and time freedom? Do you feel you don't have enough time to accomplish all your goals? Do you know you need to do SOMETHING but you’re not sure where to start? Most high-income earners are searching for additional financial security, interested in dialing back on work duties, or want to retire from your busy life altogether? Either way, Ravi Gupta MD will help you, via an easy stepwise approach, to achieve your financial goals through activ ...
  continue reading
 
The Wander Wealthy Podcast is a weekly show for aspiring, new and frustrated money coaches who want to learn how to create life-changing coaching packages, get more clients, and make more money. Join your host, Tess Wicks, along with some amazing guest experts to dive into topics around mindset, marketing, sales, pricing, and delivering your coaching services so you can build a freedom-based financial coaching business to make a big impact while making a great income.
  continue reading
 
The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
  continue reading
 
Artwork

1
Rich Habits Podcast

Austin Hankwitz and Robert Croak

Unsubscribe
Unsubscribe
Weekly+
 
Introducing the Rich Habits Podcast — a financial literacy podcast for anyone ready to take back control of their money by implementing new habits. Join Robert Croak and Austin Hankwitz every Monday and Thursday as they demystify the financial habits of the rich, share their own mistakes and shortcomings, and lay out the blueprint for you to succeed with money. Robert is a decamillionaire with 30+ years of business experience and $200M+ of company exits under his belt, while Austin is an ent ...
  continue reading
 
Artwork
 
As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
  continue reading
 
Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
  continue reading
 
Welcome to the Inspiring Lifestyle Podcast!! I am so excited to host this fun, fresh podcast with life giving value in the areas of faith, home, well-being and entrepreneurship. My name is Trudy Maples and I have been married to my high-school sweetheart for 32 years. We have two adult children and 2 precious grandsons and one on the way! My incredible husband was a student pastor for 28 years and the best at it, a legend in his field and I learned so much about leadership from him as I serv ...
  continue reading
 
Artwork
 
The Generation Wealth Podcast is about the new rules of financial freedom for our generation, Generation Wealth. The show will discuss a wide range of financial related topics such as getting ahead with personal finance, starting a small business, creating real wealth with smart investing, and so much more. For more information, check out GoWealthYourself.com.
  continue reading
 
As a doctor, you begin your professional career as a high-income earner. But many people don’t talk about the cost of this achievement. As you know, medicine is a demanding field that requires a lengthy, expensive education and rigorous hours of training. When you spend that much time studying and working, you don’t have the time for side jobs to offset the cost, or the mental space to learn about anything else other than how to treat patients. This means most physicians, like you, end up ha ...
  continue reading
 
Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
  continue reading
 
Loading …
show series
 
This week, while Rod is out braving the wilderness, Christian is joined by Money Insights team members Blake Brogan and Brenyn McConnell. With a range of experience in this trio, they cover the 10 most costly mistakes high income earners make and how to avoid them. Whether it's lifestyle creeping or neglecting tax optimization, these mistakes may b…
  continue reading
 
Today’s episode addresses how to create multiple tax-free income streams that don’t show up on the IRS’s radar and that contribute to you being in the 0% tax bracket in retirement. Having some money in a tax-deferred account, like an IRA or 401k, is the first way high-income earners can create tax-free wealth for retirement. Contributing to your Ro…
  continue reading
 
In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability. ****** Free Resources ⬇️ ➡️ Start Here 📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners 📲 Book a Strategy Consultation 📩 Subscribe to the Alternative Wealth Newsletter 📺 YouTube 🎙️ Re…
  continue reading
 
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their 6 best tips on buying real estate. --- ⭐️ Mortgage loan calculator, ⁠linked here!⁠ ⭐️ Join our weekly email newsletter covering the stock market and the economy, ⁠click here!⁠ ⭐️ Join the Rich Habits Network, ⁠click here!⁠ --- 💥 Get $250 when you open an…
  continue reading
 
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Join 440+ fellow podcast listeners in the Rich Habits Network! Click Here: ⁠⁠https://www.skool.com/richhabitsnetwork/about⁠⁠ --- ⭐️ Subscribe to the Rich Habits Newsletter! Your new favorite weekly newsletter :) Click Here: ⁠⁠https://ri…
  continue reading
 
This episode looks at the recent IRS updates on the required minimum distributions due for 2024 and 2025. David touches upon which accounts are and which aren’t subject to RMDs. Historically, when someone missed their RMD, they had to pay a 50% penalty on whatever they were supposed to withdraw but did not… David goes over what the new regulation f…
  continue reading
 
In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year. Register Now! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do n…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz interview Paul Rabil about his journey as both an accomplished athlete and entrepreneur. ⭐️ Visit Paul's website: ⁠https://paulrabil.com/⁠ --- ⭐️ Join 443 other podcast listeners who've already subscribed to the Rich Habits Network! ⁠https://www.skool.com/richhabitsnetwork…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Join 430+ fellow podcast listeners in the Rich Habits Network! Click Here: ⁠https://www.skool.com/richhabitsnetwork/about⁠ --- ⭐️ Subscribe to the Rich Habits Newsletter! Your new favorite weekly newsletter :) Click Here: ⁠https://richhabits.b…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sit down with Jesse Mecham, the Founder of You Need A Budget. We've spent the last 12-months or so sharing our own perspective on budgeting, specifically by building your own Honest Budget. During this episode, we get the perspective from the guy who created the most widel…
  continue reading
 
Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing? Register Now! Money Insights is a strategic planning firm that i…
  continue reading
 
In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! --- 💰 Join 300+ members of the ⁠Rich Habits Network, click here!⁠ --- 👉 Public is your one-stop-shop for all things investing! Crypto, bonds, T-bills, stocks, and more. Be sure to sign up at ⁠⁠⁠⁠Public.com/richhabits⁠⁠⁠⁠ --- 👉 Join 45,000+ other investors an…
  continue reading
 
David starts the conversation by explaining what IRMAA is, if you should be worried about it when doing a Roth conversion, and whether there are ways around it. David defines the acronym IRMAA, Income-Related Monthly Adjusted Amount. This is an additional charge you could be required to pay on your Medicare Part B premiums. As your income goes up i…
  continue reading
 
Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup o…
  continue reading
 
⭐️ Join the ⁠Rich Habits Network⁠ before September 1st to lock in your price! --- In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share three additional ways to generate yield inside of your portfolio -- especially as the Fed is now expected to begin cutting rates. --- ⭐️ Open an account with ⁠Frec⁠ to begin direct inde…
  continue reading
 
This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…
  continue reading
 
⭐ Join the Rich Habits Network! ⁠Click Here!⁠ --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- 👉 Public is your one-stop-shop for all things investing! Crypto, bonds, T-bills, stocks, and more. Be sure to sign up at ⁠⁠Public.com/richhabits⁠⁠ --- 👉 Join 45,000+ other investors and sub…
  continue reading
 
This episode addresses Suze Orman’s epic IUL rant on her Women and Money podcast. Suze Orman begged her audience not to do Index Universal Life insurance policies. This very broad brush and no nuance approach of every financial guru is what David’s upcoming book The Guru Gap touches upon. David explains why the generic approach financial gurus tend…
  continue reading
 
In this episode, we sit down with Dr. Vikram Raya and Dr. Ravi Gupta, the visionary co-founders of Viking Capital, to explore the compelling origin story behind their multifamily syndication company. Designed with high-income healthcare professionals in mind, Viking Capital has become a powerhouse in real estate investing. We’re taking a deep dive …
  continue reading
 
⭐️ ⁠Click here to join the Rich Habits Network!⁠ There are already 185 loyal listeners who have joined, and we can't wait to have you join us too! :) --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three best tips for preparing for an economic recession. After all of the headline news of economic …
  continue reading
 
On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
  continue reading
 
⭐ Join the Rich Habits Network! Click Here! --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- 👉 Public is your one-stop-shop for all things investing! Crypto, bonds, T-bills, stocks, and more. Be sure to sign up at ⁠Public.com/richhabits⁠ --- 👉 Join 45,000+ other investors and subscri…
  continue reading
 
David and Mark Byelich talk about why people don’t want to pay a tax before the IRS absolutely requires it of them. David touches on the 2018 documentary The Power of Zero: The Tax Train is Coming. Mark Byelich explains that the longer someone hasa tail of the overage in their IRA hanging out there, the more risk they have. Mark discusses what happ…
  continue reading
 
How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz and joined by Jay Jacobs -- Head of Active and Thematic ETFs at BlackRock. Jay recently published his mid-year report for 2024, and you're not going to want to miss it. Here's a link to the report in case you haven't read it yet. In his report, Jay details two major invest…
  continue reading
 
On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in f…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! Should I invest my sinking fund? What's the difference between SPY and SPYI? Am I ready to buy an investment property? What do you think about YieldMax ETFs? How do I invest as someone in their 70s? What should I invest toward for an early retirement…
  continue reading
 
Today’s episode is part of David’s interview with Mark Byelich. David and Mark address Mark’s concept of “suddenly single”. David once met an Uber driver who had saved $1.5M. All financial advisors gave him the same advice “don’t change anything” but David had something different to share. A Roth conversion is something married couples should consi…
  continue reading
 
Join us as we welcome tax strategist and expert Dave Foster to the show. With 24 years of real estate investing experience, Dave has helped thousands of investors keep their equity working for them and legally avoid taxes using strategies like 1031 Exchanges. Highlights from the Episode: 📖 Understanding Tax Advantage Strategies: Learn about tax-adv…
  continue reading
 
Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz explain what NOT to do during market corrections. The stock and crypto markets are experiencing a healthy correction, with most indices down by -5 to -10% over the last few weeks. Over the long-term, this correction will simply be a blip on the radar. --- 👉 Register for ou…
  continue reading
 
In this episode of Alternative Wealth, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but less known in the United States. By util…
  continue reading
 
This is a replay from my other podcast Alternative Wealth. In this episode, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but les…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! Should I buy an ATM business? Take out a HELOC to invest? How do I buy the dip effectively? Can I arbitrage my tax refund every year? Should we sell our home and live overseas? FXAIX vs. VOO --- Don't forget to check your email inbox this morning! Th…
  continue reading
 
This episode addresses the 8-step plan for a successful retirement plan that was recently shared by Dave Ramsey’s “sidekick,” George Kamel. Just like in any field of life, a good financial plan benefits from assessing where you are, where you want to be by a given date, and what needs to be done to get there. David dislikes the approach of painting…
  continue reading
 
Join us as we discuss adapting investment strategies with Shane Thomas, Managing Partner & Co-founder at Catalyst Equity Partners. Topics Covered: 📈 Market Dynamics Recent trends and economic shifts Key indicators for undervalued assets 💡Adaptive Approaches: Importance of flexibility Common investor mistakes Effective risk management 🔍Spotting Oppo…
  continue reading
 
Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz break down how the Federal Reserve's rate cuts will impact your money. Specifically they talk about the real estate market (both residential and commercial), the stock market, your high-interest debt, as well as your high yield savings accounts. --- 👉 Register for our free…
  continue reading
 
On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…
  continue reading
 
In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! Do I max out my Roth IRA or my 401(k)? How do I best help my dad get ready for retirement? I'm a 39 year old immigrant, what next? I make $110K in the Army, do I buy or rent? I'm up 100%, should I sell my stocks? --- Don't forget to check your email inbox th…
  continue reading
 
In this exciting episode, host Nathan Loy, Senior Acquisitions Associate at Viking Capital, dives deep into the world of land development with industry expert Dan Haberkost, Cofounder of Ground Up Partners LLC with over six years of experience, Dan shares invaluable insights on: 🏡 Starting in Real Estate: From running businesses in college to buyin…
  continue reading
 
Today’s video comes from David’s interview with Dave Christy. They discuss how life insurance and annuities can help maximize your retirement. They start by describing the three different ways cash value life insurance can positively impact your financial plan. David reveals how IULs can be an excellent replacement for the bond portion of your port…
  continue reading
 
Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retireme…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three biggest disagreements with Dave Ramsey. Despite popular belief, we're aligned with Dave on a few things... don't have a mortgage in retirement, get rid of the high-interest car debt, etc. However, there are a few things we completely disagree with. In thi…
  continue reading
 
This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…
  continue reading
 
This is a replay from my other podcast Alternative Wealth. In This episode, financial planner Adam Fay discusses tax efficiency, offshoring, and the global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minim…
  continue reading
 
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- Don't forget to check your email inbox this morning! The Rich Habits Newsletter goes out every Thursday :) --- Register for our pre-IPO / angel investing webinar! Click here! --- Public has finally launched options trading on their platform! To c…
  continue reading
 
Today’s video is part three of David’s interview with Dave Hall. They discuss whether Trump will extend the tax cuts if re-elected. David cites a recent report from the Committee for a Responsible Federal Budget that says that if they extend the tax cuts, the government will have to borrow $5 trillion to pay for those tax cuts. David explains why h…
  continue reading
 
Are you wondering whether you should try to time the market or focus on the benefits of staying invested over the long term? 🤔 In this video, we break down the crucial differences between market timing and time in the market to help you make informed investment decisions for your multifamily real estate portfolio! 🏢💰 In this episode, you’ll learn: …
  continue reading
 
Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options. Money Insights is a strategic planning firm that is…
  continue reading
 
Loading …

Quick Reference Guide