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In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, speaks with Kate Reese about military divorce, addressing anyone who is considering or going through a divorce that includes someone who is or has been a member of the military. They discuss things to consider such as the documents and resources you’ll need to collect and how to approach the division of assets.
“You just pick your battles. Run the numbers and see what the numbers look like… It’s just a choice that you have to make. Just need to be informed and it’s got to have the tax component considered.” -Kate Reese [28:59]
What You Will Learn:
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
Guest’s Contacts:
Website: reeselawoffice.com
Phone number: (703) 279-5140
Email: [email protected]
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, speaks with Mike Zoller, Senior Investment Analysis for Hightower Bethesda. Mike and Leah conduct a mid-year check in, focusing on higher economic data and provide an update on the COVID-19 pandemic, both domestically and internationally. They talk about broad macro indicators, the U.S. stimulus and international markets, and they also address the topic of inflation.
“One thing I really want to emphasize is that the recovery we’re having today is not the 2009 recovery.” -Mike Zoller [09:46]
What You Will Learn:
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michelle Winner, Director of Marketing for Maryland 529 plan, about using a 529 plan as a savings and investment plan for college costs specific to Maryland. They answer commonly asked questions about these types of plans.
“Adults can use the plan too. For example, maybe your child doesn’t need the money, but perhaps you want to go back to school. You could use the funds yourself to pay for your education expenses. So just something to think about too for those who are looking to maybe pursue a new career or a new trade.” -Michelle Winner [23:51]
What You Will Learn:
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
Guest’s Contacts:
Phone number: 888.4MD.GRAD
Meet Heather Hostetter, she is a family law attorney located in Bethesda Maryland with a long list of awards and a partner at Hostetter Strent. This is a domestic relations law that deals with divorce, property distribution, alimony, custody, and child support.
In this episode, Leah speaks with Heather about the process of property distribution during a divorce primarily with alimony and child support when the woman is the main breadwinner.
Listen in to learn the difference between alimony and child support and why they both exist. You will also learn why as a woman; you need to think hard before entering a legal marriage and what to consider before and during the marriage in terms of finances and support.
What you will learn:
Our Contacts:
Website: http://bethesda.hightoweradvisors.com/
LinkedIn: https://www.linkedin.com/company/hightowerbethesda/
Facebook: https://www.facebook.com/HightowerBethesda/
Twitter: https://twitter.com/HighTowerBethsd
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michael Sonnenshein, CEO of Grayscale Investments, the world largest digital currency asset manager. Michael oversees the strategic director and growth of the business and maintains relationships with key stakeholders. Michael talks about cryptocurrency, what it is, why it’s a polarizing topic and the rationale for owning it. He explains the differences between cryptocurrencies and how it can fit into someone’s portfolio. He also discusses how a company like Grayscale does due diligence on cryptocurrencies and how transparency and compliance come into play.
“There is very much a real world scenario where these exist side by side, both decentralized digital currencies, like BitCoin, along with a centralized digital currency like the US dollar.” -Michael Sonnenshein [23:45]
What You Will Learn:
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
Guest’s Contacts:
LinkedIn: Michael Sonnenshein
Twitter: @Sonnenshein
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeff Vale, founding partner and chief investment officer at Infinity Capital Partners. They provide an introduction to hedge funds, what they are and how they can be incorporated into an investor’s portfolio. They also discuss the media’s portrayal of hedge funds.
“Hedge funds are actually a good thing if they’re run correctly. Due diligence is key. You definitely have to do your work and find the very top managers.” -Jeff Vale [36:06]
What You Will Learn:
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
Guest’s Contacts:
Website: infinityfunds.com
LinkedIn: Jeff Vale
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Robin Smith, founder and president of Video/Action, a non-profit dedicated to providing voices for the underserved and voiceless. Robin talks about why she started Video/Action when she was 40 years old. She shares her story, the lessons she’s learned along the way during her 30 years in business and her second act in impact producing.
“Another gift that you need to give yourself if you’re an entrepreneur is to know what are those things that you really are good at. And if it’s not something you’re good at, try to find somebody who can do it for you and bring that person in.” -Robin Smith [11:32]
What You Will Learn:
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
Guest’s Contacts:
Website: videoaction.org
LinkedIn: Robin Smith
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Stephen Rosen, Managing Director and Partner at Hightower Bethesda. Stephen provides perspective on the use of alternatives which he refers to as the “third leg of the stool” in addition to equity and bonds. Listen as he shares what people need to know when investing in alternatives.
“Patience is a virtue. And sometimes people are reluctant to be patient. Sometimes people are reluctant to maybe hold cash or have a liquid alternative. Looking for the right thing, you don’t always have to jump in with both feet.” -Stephen Rosen [12:01]
What You Will Learn:
Our Contacts:
Website: http://bethesda.hightoweradvisors.com/
LinkedIn: https://www.linkedin.com/company/hightowerbethesda/
Facebook: https://www.facebook.com/HightowerBethesda/
Twitter: https://twitter.com/LeahPlans4You
Resources:
Visit our website: https://bethesda.hightoweradvisors.com
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Regina DeMeo, a family law attorney. Regina has worked with family law issues for 22 years, serving her clients to make divorce easier and more cost-effective as they work towards a resolution. She shares what an amicable divorce looks like and the difference between mediation and a collaborative approach. She also discusses how the COVID-19 pandemic has affected the process.
“If you can’t sit in that meeting and sort of have a clear mind, you shouldn’t be making legal decisions that are going to impact the rest of your life or the rest of your kids’ lives. Someone’s really got to be in a good emotional place and have a pretty good understanding of the issues that we’re about to discuss.” -Regina DeMeo [12:11]
What You Will Learn:
Our Contacts:
Website: http://bethesda.hightoweradvisors.com/
LinkedIn: https://www.linkedin.com/company/hightowerbethesda/
Facebook: https://www.facebook.com/HightowerBethesda/
Twitter: https://twitter.com/LeahPlans4You
Resources:
Visit our website: https://bethesda.hightoweradvisors.com
The podcast currently has 27 episodes available.