Best Dave Hall Cpa Podcasts (2024)

1
From Tax Cuts to Rising Rates: The Economic Tightrope 35:22

6d ago35:22

35:22

Dave Hall sits down with the best-selling author of "The Power of Zero", David McKnight, to tackle some of the most pressing financial challenges facing Americans today. Together, they dive deep into the potential impacts of rising tax rates proposed by figures like Joe Biden and the crucial need for revenue increases paired with reduced spending—a…

1
Unlocking Home Equity as a Retirement Tool 37:30

20d ago37:30

37:30

In this episode, Dave is talking all things reverse mortgages with Steve Resch, the VP of Retirement Strategies over at Finance of America Reverse. Forget what you thought you knew—Steve's here to clear up the myths and show how reverse mortgages can actually be a game-changer for your retirement plan. We’ll dive into everything from lending limits…

1
The Strategic Role of Insurance in Retirement Risk Mitigation 34:57

1M ago34:57

34:57

In this serious and informative installment, Dave Hall and Retirement Risk Advisor Brian Britt delve into the intricate world of retirement planning, focusing on the comparative safety and potential returns of insurance policies versus the stock market. Brian Britt provides expert analysis on how cash value life insurance policies offer a unique gu…

1
From Expenses to Income: Your Informed Retirement Planning Guide 27:00

2M ago27:00

27:00

In this episode, Dave explores the importance of outlining significant future expenditures and mapping out financial needs for the next 10 to 20 years. The discussion highlights the necessity of diversifying income sources, including Social Security, pensions, rentals, and investments, to mitigate financial risks. Tax planning is a key topic, with …

1
Managing Retirement Risk: The Importance of Withdrawal Rates 29:20

2M ago29:20

29:20

Today, we're tackling an especially important topic for anyone thinking about retirement: how much can you safely withdraw from your savings each year without the fear of running out? It's a hot debate and Dave is here to guide us through the conservative versus aggressive withdrawal strategies, their risks, and their benefits. We're also diving in…

1
017. Building a Billion Dollar Note Portfolio with Dave Van Horn 48:08

2M ago48:08

48:08

Dave Van Horn shares his journey in the real estate industry, from starting as an agent to becoming an investor and note business expert. He explains how he accidentally entered the note business and the different types of notes he deals with. Dave also discusses the institutional buying process and the importance of due diligence on banks. He high…

1
How to Recognize and Avoid Emerging Elder Financial Exploitation 27:53

3M ago27:53

27:53

Dave says in this week's episode: "And for some [elders and retirees], it's a time of great loneliness. You've gotten to a point where maybe your whole working career, you were in an office or an environment where you were around people all the time, and now you're home, and all of a sudden those people aren't there every day." Join Dave as he brea…

1
016. Structuring for the Long Term in Mobile Home Park Investing & Syndicating 54:16

3M ago54:16

54:16

Pasha Esfandiary, and ex ex-professional poker player gone MHP investor, dives into why mobile home parks are his favorite opportunity in real estate today. We get into the concept of asymmetric risk, a principle drawn from Pasha's poker background, which he applies to real estate to maximize returns while minimizing potential losses. The episode h…

1
Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt 28:38

3M ago28:38

28:38

This episode of the Retirement Risk Show dives into the looming concern of long-term care and rising medical costs. Dave Hall, alongside Brian Britt, addresses a significant retirement challenge—managing the costs of long-term care. Amidst a declining long-term care insurance market, they discuss innovative insurance solutions and the advantageous …

1
Work Credits & Social Security: How They Work with Alisha Wright 25:49

3M ago25:49

25:49

In this episode, Dave brings to light the daunting reality of retirement — a period that could span decades, and highlights the essential resources available on retirementriskadvisors.com, designed to help you navigate retirement risks. As the episode unfolds, Dave and Alisha explore one of the top financial risks retirees face: Social Security. Th…

1
015. Reaping the Tax Benefits of Qualified Opportunity Zone Investing 43:45

3M ago43:45

43:45

Barrett Linburg, a real estate investor, discusses his journey investing in real estate and explains the decision-making process for holding or selling a project and the benefits of investing in Opportunity Zones. Barrett also touches on the potential extension of Opportunity Zone provisions and the types of gain eligible for investment. He provide…

1
Tips for Mitigating Retirement Investment Risk 16:46

3M ago16:46

16:46

In this episode, we take a deep dive into the timeless investing wisdom of Warren Buffett, as presented by retirement risk expert, Dave Hall. Through an in-depth exploration of Buffett's top ten investing tips, we unravel the profound insights on risk management, investment temperament, and the value of sound decision-making. Join us as we dissect …

1
Longer Life Could Mean More Retirement Risk with Brian Britt Part 2 28:50

4M ago28:50

28:50

In this episode, Dave Hall continues the conversation with Brian Britt about the various risks and challenges people face in retirement, particularly focusing on longevity and the crucial role of annuities in providing a secure and lasting income. Brian explains the evolution of annuities, highlighting their transformation from high-fee products to…

1
014. How GPs Can Build Strong Relationships with LPs 45:38

4M ago45:38

45:38

Aleksey Chernobelskiy advises LPs on real estate investments and helps them understand the risks and opportunities involved. He provides feedback on transactions and guides LPs through the three pillars of LP investing: execution, alignment of interest, and the actual property. Aleksey's goal is to ensure that LPs are well-informed and aware of wha…

1
Longer Life Could Mean More Retirement Risk with Brian Britt Part 1 24:45

4M ago24:45

24:45

In this episode, Dave Hall and Brian Britt delve into the critical topic of longevity risk in retirement. They dissect the financial implications of extended life expectancy and the inadequacies of relying solely on Social Security for retirement income. The conversation underscores the importance of seeking professional financial guidance and buil…

1
Smart Tax Solutions for Retirement 17:04

4M ago17:04

17:04

Dave Hall delves into the critical topic of tax rate risk in retirement. With over 30 years of tax expertise, he breaks down the various taxes retirees may face, from federal and state taxes to capital gains, net investment tax, and more. Dave emphasizes the importance of strategic tax planning, including Roth conversions, Social Security taxation,…

1
013. Is Carried Interest Taxable Now or Later? 38:47

4M ago38:47

38:47

In this episode, Brandon and Dylan discuss carried interest in real estate investments. They provide updates on tax filing deadlines and the progress of a tax bill in Congress. They explain the concept and history of carried interest, as well as its key features such as crystallization, clawback provision, vesting periods, and catch-up provision. T…

1
Exploring Affordability and Future Retirement Impacts 17:04

4M ago17:04

17:04

Dave Hall dives into the evolving landscape of middle-class life and the potential challenges on the horizon. Referencing an article by Cindy Lamoth in Yahoo Finance, Dave examines 7 things that the middle class has historically enjoyed but may soon find unaffordable. From extended family trips to new cars, private school tuition, and health care c…

1
012. Driving Cost Savings While Building a $125M Manufactured Housing Portfolio with Andrew Keel 44:20

4M ago44:20

44:20

Andrew Keel shares his journey in the mobile home park industry and how he scaled his business to over 40 syndications and $125 million in assets under management. He discusses the challenges and management of mobile home parks, the importance of building a strong team, and the use of virtual assistants. Andrew also highlights the benefits of offsh…

1
Medicare's Financial Stability: Proposed Revenue Generators and Cost Reducers 19:35

4M ago19:35

19:35

Dave states, "This program that we call Medicare is far too important to the overall economic health of our country and to making sure retirees are able to maintain steady lifestyles in retirement, that we do expect adjustments to be made." So, what does that mean for your retirement and your Medicare enrollment and benefits? In this episode Dave H…

1
011. 5 Tips to Deliver Investor K-1s Faster 23:13

5M ago23:13

23:13

Summary: In this episode, Brandon and Dylan discuss the roadblocks that can delay the delivery of K-1s to investors. They start by discussing an IRS announcement regarding tax returns and the potential impact of the House bill. They then identify five roadblocks that can hinder the timely delivery of K-1s, including delays in delivering financials …

1
Part Two: Out with the Old, In with the New Retirement Paradigm with Brian Britt 24:01

5M ago24:01

24:01

Dave Hall and Brian Britt are back! In this episode, they tackle the ins and outs of the last of the Top Ten Financial Retirement Risks. They cover a wide range of topics, from long-term care challenges and the impact of inflation to the complexities of Medicare and the growing concern of elder abuse. Additionally, they emphasize the significance o…

1
Part One: Out with the Old, In with the New Retirement Paradigm with Brian Britt 25:27

5M ago25:27

25:27

In our latest installment of the Retirement Risk Show, Dave Hall brings back Brian Britt to delve into the critical topic of retirement planning. They tackle the pivotal shift from the old paradigm of retirement planning to the new, examining the top 10 financial risks individuals encounter during their retirement years. From longevity risk to Soci…

1
010. Real Estate Professional Status for GPs of Syndicates and Funds 37:24

5M ago37:24

37:24

Nathan Sosa, a CPA and Tax Pro at Hall CPA, joins Brandon and Dylan to discuss the concept of real estate professional status and how it applies to real estate operators at different points of scale. We discuss the requirements and implications of real estate professional status, including the limitations on passive losses and the need for material…

1
009. Large Scale Development and Opportunity Zones 57:16

5M ago57:16

57:16

David Gordon, a real estate developer, discusses his background and current projects, with a focus on qualified opportunity zones (QOZs). He explains the purpose and benefits of using the QOZ vehicle, including the ability to provide a higher level of impact to communities without financial assistance from local municipalities. Gordon emphasizes hi…

1
Addressing Elder Financial Abuse: Research and Prevention Tips with Dr. Peter Lichtenberg 21:48

5M ago21:48

21:48

In today's episode, host Dave Hall invites back Dr. Peter Lichtenberg, a renowned expert in the field of elder financial abuse, to shed light on this critical issue. Dr. Lichtenberg, a clinical gyropsychologist, discusses the misappropriation of older adults' funds through theft or scams, shedding light on the alarming increase in financial exploit…

1
The What, When, and How of Social Security Risk 24:10

5M ago24:10

24:10

In this episode, the show's host Dave Hall and Social Security expert Alisha Wright explore the intricate risks associated with Social Security. They delve into the complexities of claiming benefits, the potential impact of taxation, and the need to view Social Security as just one piece of the retirement income puzzle. With a focus on providing ex…

1
The Power of Being Your Own Retirement Boss 12:43

6M ago12:43

12:43

Today, Dave Hall is taking a deep dive into the idea of taking control of your retirement. He's dishing out some valuable insights into the benefits of being in charge, like having more say in your decisions, feeling a deeper sense of satisfaction, and getting the chance to learn from the best in the field. We'll also explore the importance of stay…

1
008. From 300+ Units to Owning Car Washes - Why Car Washes Offer Superior Returns 49:31

6M ago49:31

49:31

In today’s episode, Mandy McAllister explains why she doesn’t like the syndication business model and focused on accumulating a large portfolio of rentals without raising capital. She also dives into why she’s testing out the car wash space and how much fun she’s having operating them.By Hall CPA

1
007. Cost Segs, Bonus Depreciation, and Partial Asset Dispositions 58:02

6M ago58:02

58:02

Isaac Weinberger, a cost segregation expert, discusses the benefits and considerations of cost segregation in real estate. He explains how cost segregation accelerates depreciation benefits and allows investors to frontload their depreciation deductions. Isaac also addresses the depreciation recapture and bonus depreciation, as well as the factors …

1
Tailoring a Risk-Based Retirement Plan to You 26:38

6M ago26:38

26:38

Dave Hall and Christine Lee are here to dive deep into the world of retirement planning. They'll be unpacking the fascinating origins of Retirement Risk Advisors (RRA) and shedding light on the importance of tailoring risk-based retirement plans to suit each individual's unique needs and goals. You'll get to hear firsthand stories from Dave about h…

1
Planning for the Risk Multiplier of Retirement 26:24

6M ago26:24

26:24

In this episode, Dave Hall and Brian Britt are tackling the crucial topic of longevity and its impact on retirement. They'll be discussing the evolving landscape of longevity risk, touching on the challenges of long-term care, and delving into the innovative solutions available to address these concerns. Whether you're gearing up for retirement or …

1
006. How Vertical Integration Drives LP Returns 38:00

6M ago38:00

38:00

In this episode we bring on Elaine Stageberg of Black Swan Real Estate and discuss her firm’s meteoric growth. She discussed how vertical integration is critical at scale and her unique fund structure that boosts LP returns compared to traditional models.By Hall CPA

1
Key Social Security Questions Answered with Alisha Wright 23:31

6M ago23:31

23:31

Social Security is always a HOT topic when it comes to retirement planning. And that is extremely understandable when over 90% of Americans rely on it for a portion of their retirement. So, in this episode, Dave is joined by Alisha Wright, a Social Security expert and junior adviser for Retirement Risk Advisers. They dive deep into the complex worl…

1
005. The Top 5 Tax and Accounting Mistakes Sponsors Make 34:03

6M ago34:03

34:03

On this episode, Brandon and Dylan discuss common mistakes they see sponsors make related to their tax and accounting systems. We discuss relying on property managers for accounting, bank account utilization, investor documentation, operating agreements, and not getting the right service support.By Hall CPA

1
Retirement Q&A: Insights on Longevity, Annuities, and Diversified Income Strategies 21:33

7M ago21:33

21:33

In this episode, host Dave Hall is joined by Christine Lee, the marketing manager of Retirement Risk Advisers. Together, they address a variety of questions on retirement risks, such as longevity, long-term care, and income diversity. They discuss topics like the role of annuities in addressing long-term care, the benefits of permanent life insuran…

1
004. The Most Important Parts of an Operating Agreement 41:34

7M ago41:34

41:34

This episode, featuring Mauricio Rauld of Premier Law Group, discusses the ins and outs of operating agreements and where sponsors tend to make mistakes and overlook details. We also discuss when you should pull a tax professional into your deal structuring.By Hall CPA

1
003. The Bull Case for Small Bay Industrial (And Why It’s Overlooked) 1:00:38

7M ago1:00:38

1:00:38

This episode explores investing in small bay industrial assets with Daniel Kurkowski of Obsidian Group. Daniel leverages his extensive knowledge of small bay industrial to present a strong case as to why this asset class is positioned well for future success as well as why most investors overlook it.…

1
002. How GPs Can Take Depreciation On Their Deals 43:46

7M ago43:46

43:46

On this episode, Brandon Hall and Dylan Brown, both CPAs with Hall CPA PLLC, discuss the various ways General Partners can take depreciation from the deals they sponsor. This episode explores common misunderstandings as well as ways to make the operating agreements work for you to ensure the tax component follows the economic deal you are trying to…

1
001. Scaling a Portfolio with Vertical Integration 59:07

7M ago59:07

59:07

We bring on Matt Brawner of Endurus Capital + Minnesota Capital Management to learn about how he vertically integrates real estate businesses to earn more money and drive efficiency into his organization.By Brandon Hall, Hall CPA PLLC

1
000. Intro to the MLRE Podcast 9:37

7M ago9:37

9:37

Meet your hosts, Brandon Hall and Dylan Brown, as they introduce the MLRE podcast and what you can expect to learn on our weekly episodes. We hope you enjoy!By Brandon Hall, Hall CPA PLLC

1
Retirement Risk Planning: A Three-Dimensional Approach for an Efficient Retirement 26:53

7M ago26:53

26:53

In this episode, host Dave Hall discusses the various dimensions of risk planning in retirement and how it differs from the traditional approach taken by many financial advisors. He introduces the three-dimensional approach to retirement planning and the importance of matching an individual's attitude, capacity, and tolerance to risk with appropria…

1
Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement 28:37

7M ago28:37

28:37

In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the impo…

1
Eight Year-End Retirement Planning Strategies 18:03

7M ago18:03

18:03

Making the most of the last month of 2023 is ESSENTIAL to the success of your retirement! In this episode, Dave Hall, delves into eight essential year-end planning strategies to help you ensure that your retirement is on-track and optimized for success. From reviewing and updating your retirement plan to maximizing contributions and managing tax im…

1
From Work to Wonder: The Transition of Retirement with Fritz Gilbert 28:20

7M ago28:20

28:20

A lot goes into retirement planning... more than just planning when. And with the financial risks being huge, knowing how you want to spent your retirement is something to consider... During this episode, Dave Hall is joined by special guest Fritz Gilbert to discuss the key to a successful retirement. They delve into the importance of addressing bo…

1
Market Risks: How They're Different When Retirement Planning with Brian Britt 27:00

8M ago27:00

27:00

Welcome back to another episode of the Retirement Risk Show with your host, Dave Hall. In today's episode, Dave is joined by his partner and good friend, Brian Britt, to discuss withdrawal rate risk. They dive into the misconception of high withdrawal rates and the importance of understanding sequence of return risk. They also explore strategies to…

1
What America's National Debt Means for Your Retirement 17:06

8M ago17:06

17:06

In this episode, we dive into the pressing issue of the national debt and its potential impact on our retirement. Dave shares his concerns about the ever-increasing national debt, its implications for future tax rates, and the need for bipartisan action. He discusses the proposed Fiscal Stability Act and the role of commissions in addressing fiscal…

1
The Truth About Annuities: Separating Fact from Fiction 23:38

8M ago23:38

23:38

In this episode, Dave shares his frustration with misinformation in the financial industry. He specifically addresses some questionable claims made by Ken Fisher about annuities. While Fisher has built a successful business and gained many clients, Dave disagrees with his negative stance on annuities. Dave believes that annuities can play a crucial…

1
Architecting a Risk-Resilient Retirement Plan with Brian Britt 21:57

8M ago21:57

21:57

Building a secure retirement is not an overnight process, and it is of the utmost importance to consider the financial risks you will face. So, in this episode, Dave is joined by Retirement Risk Advisors Partner, Brian Britt. Together, they delve into the world of retirement planning, discussing the risks and challenges that individuals face as the…

1
Social Security Updates and Retirement Considerations with Marc Kiner and Jim Blair 28:07

9M ago28:07

28:07

In today's episode, our host Dave Hall is joined by respected experts Marc Kiner and Jim Blair. These knowledgeable professionals have dedicated themselves to educating CPAs and clients on the intricacies of Social Security and its integration into retirement planning. In this episode, Dave and his guests delve into recent updates and answer pressi…

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