BawldGuy Interviews Podcast

BawldGuy Interviews Podcast episodes:

• 08.14.2018

  Tax Filing Season

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.     Topics: 1) Data theft 2) Planning ahead for 2018 3) Possible IRS shutdown 4) A word about crypotcurrency.

  
• 03.26.2018

  Estate Planning with a Self-Directed IRA/401k

  BawldGuy audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. Traditional IRA 2. Roth IRA 3. Solo 401(k)

  
• 03.26.2018

  Financing for Investment Properties

  BawldGuy audio with Jeff Brown and our guest Chad Emerson.     Topics: 1. 4-10 loan rule changed? 2. Qualifying for 1-4 unit residential investment properties, more than one at a time.

  
• 03.26.2018

  Land Development

  BawldGuy audio with Jeff Brown and our guest Gregg Wood.     Topics: 1. Tell us about what we’re doing with the note investment group with land. 2. When would it come to fruition? 3. What about other future opportunities in the same area?

  
• 03.26.2018

  401k at work for the employee almost or over 59.5

  BawldGuy audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. What can they do with it? 2. Rollover to IRA? 3. Take out money without penalty, but pay taxes? 4. What else?

  
• 03.26.2018

  How old should I be before I purchase an EIUL?

  BawldGuy audio with Jeff Brown and our guest David Shafer.     Topics: 1. How old should I be before I purchase an EIUL? 2. I think the market is going to go down soon. Should I wait until that happens to get...

  
• 02.23.2018

  The Madness of Crowds

  BawldGuy audio with Jeff Brown and our guest David Shafer.     Topics: 1. How “Where are the customers yachts?” has become “Where are those multi-million dollar 401ks? 2. What Madison Avenue taught Wall Street? or How to use modern communication to get the...

  
• 02.23.2018

  Tax Planning

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.     Topics: 1. Discuss highlights of tax bill passed in the House 2. Describe the proposed bill in Senate and compare to bill passed in the House 3. Winners and Losers if Legislation is passed 4....

  
• 02.23.2018

  Self-Directed-IRA’s In LLC or Trust

  BawldGuy audio with Jeff Brown and our guest John Park.     Topics: 1. Before we do a compare and contrast of the IRA LLC and IRA Trust, what is the IRA Trust? 2. Are there cost savings to the client in establishing an...

  
• 02.23.2018

  Solo 401k plans

  BawldGuy audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. Why only independent contractors and small business owners? 2. Are they different than the typical employer sponsored plan? 3. Are the contribution limits different in any way? 4. Can it be Roth? 5....

  
• 02.23.2018

  Why Are 401Ks So Popular, When The Facts Are They Fail As A Retirement Income Vehicle?

  BawldGuy audio with Jeff Brown and our guest David Shafer.     Topics: 1. Which organizations benefit from the 401K system? 2. Is 401K investing as simple as they are made out to be? 3. What risks inherent in 401Ks aren’t people being told about? 4....

  
• 02.23.2018

  IRA Common Rules

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.   Topics: 1) Any exceptions to the 60 day rule for IRA rollovers? There is a new revenue procedure allowing for relief for late rollovers. 2) Are there any limits to how many times...

  
• 02.23.2018

  Buying Non-Performing Notes Far Away From Where The Investor Lives

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. What skill sets are needed once the note is acquired? 2. What’s been the batting average, in general in converting non-performing to re-performing notes? 3. When foreclosing on some of...

  
• 02.23.2018

  Converting an existing traditional IRA or 401k to Roth status

  BawldGuy audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. If I have a self-directed traditional IRA, can I convert it to Roth in place? 2. Given the income rules disallowing contributions to an IRA, would you please explain some...

  
• 08.15.2017

  5 Premium EIULs

  BawldGuy Investing audio with Jeff Brown and our guest David Shafer.     Topics: 1. They are paid over 4 years and a day. Would you please expand on that? 2. Let’s do an example here: $400,000 spread over 5 premiums. They want income...

  
• 08.15.2017

  Roth IRAs

  BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. Can a checkbook IRA Trust be a Roth IRA? 2. Can you convert an existing traditional IRA or 401k to Roth status? 3. If I have a self-directed traditional IRA,...

  
• 08.15.2017

  The Various Approaches to the Partial Strategy

  BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. Just what is a partial? 2. What is one way they’re used? 3. Another way? 4. How do sellers of partials benefit?

  
• 08.15.2017

  Current Trends in Notes

  BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. Anything trending lately, good, bad, or ugly? 2. Based on current data, what do you see happening to various note returns in the coming years? 3. Has demand gone...

  
• 08.10.2017

  An Overview of Solo 401k’s

  BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. What is a Solo 401k? Who qualifies for a Solo 401k? 2. How much can you put in every year? 3. How does the conversion from a Solo 401k to...

  
• 08.10.2017

  How Flexible Can an EIUL Be?

  BawldGuy Investing audio with Jeff Brown and our guest David Shafer.     Topics: 1. How can you keep your policy alive if you stop receiving an income for a time? 2. How does the fund work if you decide to work past your...

  
• 07.24.2017

  Checkbook Control IRA

  BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. What is a checkbook IRA 2. How does that work? 3. I’ve heard about an IRA LLC, is this the same thing? 4. What is the advantage over investing through a custodian-managed account? 5....

  
• 07.24.2017

  Retirement IRA

  BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. What’s a Sep IRA, and how do they differ from other IRA plans? 2. What’s a Defined Benefit Plan and how does it differ from IRA and 401k plans? 3. Who’s eligible...

  
• 07.10.2017

  Crowd Funding

  BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. How does investing in crowd funding compare to discounted notes these days? 2. How has crowd funding’s yield rates to investors affected the demand for discounted notes? 3. What do you...

  
• 06.27.2017

  EIULs For You And Your Children

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.     Topics: Let’s review planning for younger people and children. 1. A year old infant. Parents pay $5k up front, and $300/mo indexed to inflation for 17 years. Child then takes four years of...

  
• 06.17.2017

  Combining Notes With Real Estate Investing

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. Ever used notes you owned in concert with real estate investing? 2. What are some strategies to take advantage of notes in combination with real estate? 3. What about borrowing...

  
• 06.08.2017

  The Future Of Note Funds

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. How has the supply/demand curve changed recently? 2. What returns do you see the general discounted note and note fund market offering in the near future? 3. Do you see...

  
• 06.01.2017

  Structuring Investment Real Estate Sales for the Purpose of Lowering Tax Liability

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.   Topics: 1. Owner carries back financing for part of the purchase price. How is that treated tax-wise? 2. Splitting up the timing on the down payment into separate tax years. 3. How to get...

  
• 05.10.2017

  Small Business Owners

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.   Topics: 1. What factors, tax and otherwise go into how a business is held? C-Corp, S-Corp, LLC, Partnership, etc. 2. What changes do you foresee if personal/business taxes are indeed lowered significantly? Will...

  
• 05.10.2017

  LLCs RMDs And 401Ks

  BawldGuy audio with Jeff Brown and our guest Brian Eastman.   Topics: Let’s talk about what it means to be ‘self-directed’ with a Solo 401k or IRA. 1. What’s the difference between using an LLC vs an IRA Trust? 2. Would you please explain RMDs,...

  
• 05.10.2017

  Investment Losses And Tax Elimination

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.   Topics: 1. Would you please explain the general concept? 2. Please tell us about the pecking order of what losses help eliminate what gains. 3. What defines a short or long term gain? 4. Can...

  
• 05.02.2017

  Real Estate Tax Deductions

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.   Topics: 1. When your clients invest in residential income property, what’s the most common deduction they seem to miss on their tax return? 2. Would you please talk about kitchen appliances ‘n washers...

  
• 03.09.2017

  Strategies

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.   Topics: 1. What’s your favorite and profitable long term strategy when it comes to investing into performing notes? 2. What’s your take on short term plays for quick profit? How many strategies...

  
• 02.21.2017

  Reacting To Recessions

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.   Topics: 1. What’s the first change that becomes visible to note investors when there’s an economic downturn? 2. Would you please discuss the reality that if foreclosure becomes necessary, that the option...

  
• 02.06.2017

  25 Year Look Back on EIULs

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.   Topics: Let’s compare the last 25 years to what regulations force us to use in predicting tax free income via an EIUL. 1. Let’s look at a 32 yr old healthy woman giving...

  
• 02.06.2017

  EIUL Case Studies

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.   Topics: 1. A 45 year old man who takes on a $1k/mo premium, inflation indexed, for 15 years. He wants the income to come for just the same 15 years. During those...

  
• 02.06.2017

  End of Year Tax Planning

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.   Topics: 1. Given the option do you take income this year or next year, and why? 2. Please go into the mechanics of taking advantage of either tax cuts or newly acquired tax...

  
• 12.01.2016

  Tax Strategy for Retirement

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.     Topics: 1. AT 35 a couple wish to retire at 50. What tax free income would be generated if they did the following? $1,500/mo indexed to inflation for 15 years. Followed...

  
• 12.01.2016

  Capital Gains on the Sale of Real Estate

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.     Topics: 1. What’s the formula for figuring out one’s adjusted cost basis on a specific property? 2. Most investors believe the cap gains tax rate is 15%. However, we know some folks...

  
• 12.01.2016

  Junior Liens

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. Why do investors buy these with less equity behind ‘em than appears safe? 2. What’s your experience with them, as I’ve had much more experience with junior position notes than...

  
• 11.03.2016

  The Cost Segregation Method of Real Estate Depreciation

  BawldGuy audio with Jeff Brown and our guest Chris LaSpada.     Topics: 1. Why can’t some investor/taxpayers use depreciation against their ordinary (job) income? 2. Does the unused depreciation just go away, or just sit there, unused? 3. Isn’t the usual strategy with cost...

  
• 11.03.2016

  Current State Of The Note Market

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. Though for sure the 12% preferred return of the BawldGuy note fund is enticing, what would you tell accredited investors about investing in the fund if their minds are...

  
• 10.11.2016

  How to Use Indexes for EIUL Policies

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.     Topics: 1. Why choose one over the other? 2. Do you ever change indexes, and why? 3. Does the age or gender or length of premium payments affect how you might pick the...

  
• 09.14.2016

  Whole Life Insurance Vs EIUL Borrowing

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.     Topics: 1. Does it make sense to have both types of insurance? 2. If an EIUL policy holder has a rough year with household income, what happens with his policy? 3. Before it...

  
• 08.25.2016

  Buying Discounted Notes

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. Who would invest in the BGNF for the 12% preferred return alone? 2. How long will that 12% be in force? 3. People will ask, How does the fund make...

  
• 08.25.2016

  What Happens With Performing And Nonperforming Discounted Notes And Land Contracts When There Is An Economic Turndown

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. How about non-performing liens in a recession? 2. When foreclosure is indicated with a performing 1st position lien, and the property can’t be sold due to economic realities, how...

  
• 08.25.2016

  EIULProjections

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.     Topics: 1. A 35 year old couple with a premium of $500/mo, indexed to inflation, for 30 years. What would their approximate tax free income be at 65? 2. A policy for...

  
• 07.28.2016

  What is an EIUL

  BawldGuy audio with Jeff Brown and our guest Dave Shafer.     Topics: 1. How are ‘no losing years’ made real? 2. Why is the EIUL superior to the work related 401k? 3. What indexes are used, and why? 4. Is there an EIUL allowing only...

  
• 08.13.2015

  Buying Non-Performing Notes For The Purpose Of Foreclosing Fixing And Selling For Profit

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn.     Topics: 1. What are the perimeters when an investor is trying to find these types of notes to buy in order to fix and sell for profits? 2. What would you...

  
• 08.12.2015

  Yields on Discounted Notes Secured by Real Estate

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn. Topics: 1. What exactly is the due diligence PPR does for the notes they end up offering to investors in the BawldGuy Note Fund? 2. Once the investor decides to buy a...

  
• 05.06.2015

  The Sustainability of Re performing Notes

  BawldGuy audio with Jeff Brown and our guest Dave Van Horn. Topics: 1. What type of re-default rates do you see? 2. How come it’s lower for specialty servicers vs. banks? 3. What’s unique about your asset managers and their workout process? 4. Why don’t...