Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..
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ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
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Welcome to the world's longest-running, DAILY commercial real estate investing podcast hosted by Joe Fairless. Joe went from buying $35,000 single-family homes to controlling over $1,900,000,000 worth of large apartment communities in under a decade. Commercial real estate is a compelling investment option, but knowing where to look and who to listen to can be overwhelming — especially when your money and legacy are on the line. The Best Real Estate Investing Advice Ever Show provides commer ...
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Investing in Real Estate publishes three times a week! It's a show hosted by Clayton Morris with a laser focus on buy and hold rental properties in order to create passive income. Clayton shares tried and true methods for acquiring rental real estate, building net worth, and accelerating your financial freedom. This podcast utilizes expert interviews, case studies with normal everyday investors, and Clayton's own methods for achieving passive income. If you want to learn how to acquire turnk ...
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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Heather Bayer, author of Renting Your Recreational Property for Profit, former CEO of a highly successful cottage rental agency, and a popular blogger, hosts the Vacation Rental Success podcast. With many years experience of owning and managing multiple vacation rental properties, Heather brings her knowledge and views on every aspect of the business, together with interviews with vacation homeowners and industry experts. Heather has appeared as a guest on CTV Canada, CBC Radio, Rogers TV, a ...
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Informative information on all the steps of buying and selling real estate, as provided by a 40 year industry leader in the real estate business, as a full time Realtor. Experience and expertise you can trust
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The Norris Group Real Estate Radio Show is hosted by author, California real estate trainer, investor, and hard money lender, Bruce Norris. Our show focuses on California real estate trends and the current market correction, how to survive, and how to profit as an investor, builder, Realtor, and mortgage professional. We're equipping California real estate professionals for tomorrow's challenges. Bruce Norris interviews the real estate leaders, both local and national, that change and influe ...
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Welcome to the All About Alts podcast where we explore the world of alternative investing to help you find financial independence. Join our host, NuView Trust’s president, Jason DeBono, as he covers a variety of topics with different guest speakers to discuss tax and alternative investing strategies. It is never too late to start taking control of your financial future and we are so excited for you to be joining us for this opportunity to hear from some of the best in the business.
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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Tips, Tricks and Ideas to take your Real Estate Career to the next level. This show is here to help you not to become of a part of the 87% failure rate that we have in the Real Estate Industry.
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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If your business relies solely on you to generate leads and you want to finally get off the ‘marketing hamster wheel’, this is the podcast. We share step-by-step how to execute online, *AHEM!*, Evergreen Marketing to generate consistent, high-quality leads, so you can ultimately build a business of freedom & impact. *Every THURSDAY we share the proven strategy & tactics, unique data, and marketing insights you need to succeed at SEO, content marketing, website conversion, paid ads, and more. ...
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About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for “Plan Your Estate Radio,” and discover what you should do to protect your rights. Bob’s 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Welcome to the Triangle Real Estate podcast, brought to you by Triangle MLS. Join us every Wednesday to hear interviews with industry insiders, agents and brokers that are crushing their businesses, and updates from the Triangle MLS team.
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Gain inside information on the real estate market, process and discover how to come out on top when buying, selling or investing in residential properties. Updated weekly so you can get your dose of steady and reliable information. #realestate #information #firsttimehomebuyer #seller #investor #entrepreneur #hustle #luxuryhomes #investmentproperty
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Real insights and interviews with professional auctioneers, brokers, agents and news about the real estate and auction industry
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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Helping you make your money last as long as you do.
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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...
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This podcast is about the incredible individuals shaping and transforming the real estate industry. From estate agents to business owners, trainers, writers, and influencers, we're casting a wide net to bring you diverse and inspiring perspectives. With two decades of industry experience under our belts, we're not here to talk about our business but to uncover the 'why' behind the success stories, the strategies, skills, and invaluable insights from the industry's top performers. Together, w ...
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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All My Children Wear Fur Coats with attorney, animal advocate and pet mom Peggy Hoyt is a weekly "pawcast" for pet lovers and their furry kids. Favorite topics include animal rescue and welfare, pet loss and grief, estate planning for pets, pet health and wellness, unique pet products, protecting pets in disasters, and animal communication, just to name a few. With more than 200 guests since its creation, All My Children Wear Fur Coats has something for every pet pet parent and animal lover. ...
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Our hosts Marcus and Dan talk to people from all walks of life, all over the world about their relationship with Real Estate. Our podcast covers all things related to real estate. Investing, buying, selling, home improvement, DIY or decor! Have an idea for a show, have an idea for a guest, or would you like to be featured as a guest? Email us: podcast@mvprentalsllc.net and we can get it set up!!! Video of these episodes can be found on YouTube: https://www.youtube.com/channel/UCykYGZ2Q8MfnLl ...
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Your laid back and typical bullshit show, focused on current events, some sports, self explained war stories from those Legends who lived it, the wild and atrocious weekend stories we love to hear and laugh at so much, the occasional shit bag giving us their side of the story, and to make things interesting a few Third Estates telling us some of their wild ass narratives. An easy listen podcast with the intentions of keeping you informed and misinformed all at the same time. Hope You Enjoy, ...
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Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
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We desire for all Christians in real estate to be: excellent in their work, excellent in their homes, and passionate disciple-makers for Jesus.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Keeping It Real Podcast • Secrets Of Top 1% REALTORS ® • Interviews With Real Estate Brokers & Agents
D.J. Paris
Secrets of top 1% realtors and real estate agents!
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Synopsis: Every week, get our distinct take on global issues with an Asian perspective, with ST’s correspondents in the Asia-Pacific, the US and Europe. Produced by podcast editor Ernest Luis, The Straits Times, SPH Media Trust.
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Learn how to build wealth through investing in commercial real estate. We invite special guest on the show to discuss about how they got started and their journey on how they created and build wealth in commercial real estate such as apartments, hotels, self storage, mobile home parks and other commercial asset classes.
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Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a healthy dose of local news & views from the booming KZN North Coast. Listen live on lifeandstyle.fm, download our free Radio Life & Style app or f ...
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Attorneys discussing current legal issues and their experiences in the law field.
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Hello there! We are the trio of fun-loving and compassionate estate planning attorneys at Legacy Legal Planning, and we’re proud to be South Shore natives through and through. As devoted wives, loving moms, doting aunties, and cherished sisters, our roots in this community run deep, and it’s a place we hold close to our hearts. Together, we’ve not only mastered the intricacies of estate planning but have also infused our practice with the warmth and sense of belonging we find in our own fami ...
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Hey there, all you "Smarter Faster Crazier" thinkers! Let's talk money and finance. That might not sound too funny at first, but trust me, we'll have a good laugh listening to the stories and opinions of our two hosts and crazy Niche Financial Planners, Jodie Stauffer and Taylor Mitchell. We know firsthand that you are probably yawning and bored thinking about money, but there will be many squirrel moments to laugh at. But here's the thing, friends. Financial planning doesn't have to be all ...
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JF3591: Building Trust in Syndication: Leveraging Verified Reviews and De-Risking Investments for LPs ft. Pat Zingarella
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Pat Zingarella, CEO of Invest Clearly, explains how the platform helps limited partners (LPs) find and evaluate sponsors and deals using verified reviews and SEC data. It offers a transparent directory for reviews and sponsor engagement, aiding informed investment decisions. Pat Zingarella | Real Estate Background CEO at Invest Clearly Based in: HQ…
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Episode 6 - with Perry Power. Inspiration, Trust, burn-out and how to act as an estate agent
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It is pretty rare to find someone in the Estate Agency industry who dreamed of becoming an agent, especially one with passion created from how their parent was treated by an agent when they were 12. Sit back and relax in the latest podcast, where the impressive Perry Power explains his journey, how the industry can and should protect consumers and …
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Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets
19:49
19:49
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Think a will is your ticket to avoiding probate? Think again. Join Greg McIntyre and Jordan Bentley from McIntyre Elder Law as they dismantle some of the most widespread myths in estate planning. From the erroneous belief that a will sidesteps probate to the misconception that a spouse will inherently inherit everything, Greg and Jordan break down …
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We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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Home Buying From A Lending Perspective, Wills and Trust, Using LLCs to Mitigate Estate Tax, & More!
45:24
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In this show we discuss: -The Home Buying Process From A Lending Perspective ft. Paul Salcone -The Difference Between a Will and Trusts & The Different Tax Implications ft. Joseph R. Marion III -Snowbird Planning Using LLCs to Mitigate Rhode Island State Estate Tax ft. Joseph R. Marion III -RIBlogger's Top 5 Events & Things To Do To End June 2024…
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JF3593: From House Hacking to RV Parks and Virtual Staffing, How Harley Green Achieved Financial Freedom and Embraced World Travel
24:50
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Harley Green, president of Workergenics, went from computer engineer to real estate investor, expanding from house hacking to homes, rentals, and RV parks. He stresses networking, partnering, delegating, and clear goals. His advice: start now and seek mentorship. Harley Green | Real Estate Background Workergenix Based in: Previously based in Chatta…
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Turning Challenges into Triumphs with Jeff Tumbarello | Part 1 #884
27:48
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Jeff Tumbarello is a Real Estate Broker. Originally from Stuart Florida, after an enlistment in the United States Marine Corps, he found his way to beautiful SWFL and married Cristina Tumbarello and it has been home ever since. Jeff Tumbarello has performed market metrics and product modeling for the capital markets and several private equity firms…
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By Money Matters with Ken Moraif
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What is a self-settled irrevocable trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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#224 | What About Timeshares? With all the snowbirds in NY and NJ, timeshares are often an issue with estate planning and this is a very frequently asked question. So we'll talk pros, cons and what to do with your timeshare, and most importantly WHEN. -- We’re here to help you learn more! Please comment and let us know if you found this additional …
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JF3592: Introducing the Best Ever Show’s Newest Podcast Co-host: Amanda Cruise
36:34
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Ash Patel welcomes the newest co-host of the show Amanda Cruise. She is a real estate investor who moved from the defense industry to owning mobile home parks and warehouses. She stresses a supportive spouse, a fulfilling life, and the need for women in real estate. Amanda Cruise | Real Estate Background Owner of Voyage Investing, which purchases v…
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Electric cars are finally a reality on South African roads and one company is leading the pack globally when it comes to electric vehicle production and sales: BYD. Mike sits down for an electric converation with Marius Steenkamp, General Manager of BYD Ballito: the dealership bringing electric mobility to the KZN North Coast with two stunning elec…
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How to change an irrevocable trust - yes it’s possible.
1:29
1:29
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How to change an irrevocable trust - yes it’s possible. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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How to Invest in Real Estate Using a Self-Directed 401(k) or IRA
25:44
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Mat and Mark explain how you can leverage your IRA or 401K to invest in real estate, from rental properties to private lending and syndications. Learn the ins and outs of setting up a self-directed IRA, funding it, and managing real estate investments for maximum returns. This episode is packed with valuable insights and practical steps to help you…
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Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a …
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Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a …
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1066: Watch Out for These Red Flags When Investing - Episode 1066
6:30
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Investing in real estate is the number one way to build wealth. However, if you don’t put the right fundamentals in place, it can also be the source of a lot of headaches and financial stress. There isn't a wrong way to invest because every mistake can serve as an important lesson. But if you can learn from the investors who have gone before you, y…
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Faithful Success: Heather Caine on God-Given Gifts and Real Estate Excellence
33:43
33:43
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Summary Heather Caine, broker owner of the Kane luxury team in Naples, Florida, and creator of the Style to Design platform, joins the Faithful Agent podcast. Heather shares her journey in real estate and how she built her successful business. She emphasizes the importance of leaning into your God-given gifts and creating a long enough runway for s…
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Who is an executer of an estate, and what are their responsibilities
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a …
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Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how
1:37
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Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how to start the probate process? Look no further! Attorney Josh Key breaks down the steps for opening a probate so you can focus on what truly matters. Don’t let the court confuse you - let us help you navigate through the estate planning and probate p…
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265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise
51:17
51:17
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In this episode, we break down recent data and debate what the economic trends will do to commercial real estate... will it bring fireworks? We walk through the latest building permit data, discuss insurance costs and the impact on CRE, provide a deep dive into fund redemptions, and share the news of a regional bank fundraise. We also walk through …
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How to keep random people from claiming they’re your kids for inheritance.
3:21
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How to keep random people from claiming they’re your kids for inheritance. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session -…
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#223 | So Who Gets What Now? Listener Question: There's NO WILL. What happens when a parent dies with one living child and one grandchild of a deceased child? It will likely depend on the intestacy laws of your state, but here's how it'll go down in New York. -- -- We’re here to help you learn more! Please comment and let us know if you found this …
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Real estate upgrades when the first spouse dies.
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Real estate upgrades when the first spouse dies. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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JF3590: Unlocking 88% Returns through Smart Investing, Strategic Coaching, and Turnkey Solutions ft. Eric Martel
27:45
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Eric Martel, owner of Martel Turnkey, helps investors buy, renovate, tenant, and resell distressed properties. Eric Martel | Real Estate Background MartelTurnkey and FlipSystem Based in: San Carlos, CA Say hi to him at: LinkedIn Sponsors: Ascent Equity Group Viking CapitalBy Joe Fairless
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VRS566 - Top 10 Foundations for a Successful Property Management Business
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In this solo episode of the Vacation Rental Success Podcast, Heather delves into the foundations of a strong property management business. Drawing on her 20 years of experience as a property manager, where she made a lot of mistakes and missteps, she shares valuable insights and lessons learned to help listeners navigate the ever-changing landscape…
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Meet The New CEO of Better Homes & Gardens Real Estate BHGRE with Ginger Wilcox
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A new leadership era dawns at Better Homes & Gardens Real Estate with Ginger Wilcox at the helm. In today’s episode, I'm excited to chat with Ginger, the newly appointed CEO of BHGRE. Ginger is a third-generation real estate agent with a remarkable background in residential real estate, mortgage, and technology. As president, she’s now steering str…
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Estate planning with an ex-spouse. An example of what not to do.
7:07
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Estate planning with an ex-spouse. An example of what not to do. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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#509 Listen to this Before Putting Your Spouse on Payroll
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In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen unpack the advantages and disadvantages of putting your spouse on the payroll. They shed light on potential pitfalls, discuss savvy alternatives such as board roles and Roth IRAs, and highlight the benefits of Solo 401k contributions and HRAs. Here's what you…
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Join Peggy Hoyt as she welcomes Daria Tavana, Development Director of The Street Dog Coalition. Listen to Daria's outlook on the human-animal connection, and its significance for individuals experiencing homelessness. Discover how The Street Dog Coalition strives to provide accessible pet healthcare for those in need. Support the Show.…
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The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning’s Role in Civilization
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In part 2 of Turney Berry’s lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to the profession. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers p…
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#222 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗗𝗶𝘀𝗶𝗻𝗵𝗲𝗿𝗶𝘁 𝗦𝗼𝗺𝗲𝗼𝗻𝗲? Absolutely! HOWEVER, this episode has some specific suggestions as to how to make sure your wishes are followed should your heir at law decide to contest your estate plan. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be…
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Tuesday Shorts: Presenting Buyer Brokerage Agreements
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Summary In this episode, Garrett Maroon discusses how to present buyer brokerage agreements to clients. He emphasizes the importance of recognizing your worth as an agent and charging what is standard in the industry. Garrett also shares his dialogue for explaining the buyer brokerage agreement, including the responsibilities of both the agent and …
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Launching “Future Focused: Private Wealth Insights”
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In the latest podcast episode, host Michael Clear introduces the “Future Focused: Private Wealth Insights” blog, a platform designed to help optimize and protect your financial future. Explore domestic and international estate planning strategies, tax optimization, and more, with regularly updated content to keep you informed about the latest trend…
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JF3589: Surviving Market Shifts, Finding Value-Add Opportunities, and Building a 6500-Unit Portfolio ft. Max Sharkansky
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Max Sharkansky, managing partner of Trion Properties, shifted from value-add multifamily to non-performing debt during the Global Financial Crisis. He discusses his investment criteria, target returns, capital sources, and market insights, including risk modeling and exit strategies. Max Sharkansky | Real Estate Background Trion Properties LLC. Bas…
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How to Pay ZERO TAXES on Social Security | 6 Simple Strategies
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"It's crucial to understand how different income sources can impact the taxation of your Social Security benefits." Unlock the secrets to reducing your tax burden on Social Security benefits! Nearly half of all recipients now find themselves taxed on these crucial benefits, and the number is only climbing. On today's episode of The Limitless Retire…
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Repeat of 04-01-24 See omnystudio.com/listener for privacy information.By Plan Your Estate Radio with Bob Bergman
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