Exponential Wealth w/ Aaron B. Moore

Hunter Moore, my brother, has been a great source of inspiration and style for me my entire life. Many years ago we would sit around and talk about philosophy and politics, music and life. Fast forward years later and Hunter has built a life he is proud of, and one that many may wish to follow. His journey began in sound for film in post-production, transitioned to working on set of major films and tv series for Netflix and the other big Hollywood studios.

Quietly and behind the scenes Hunter has been building a lifestyle that will allow him to step away from the gruelling hours that are required to work in Hollywood. This is where Hunter's journey into real estate investing begins and where our story picks up. Hunter's work trajectory is one that many of our clients wish to emulate as they build income streams that will allow them to step away from work or work on their terms.

Carly has been running a successful real estate practice here on the peninsula for over the past decade, and knows a thing or two about the home buying and selling process. Please join us as we discuss the home buying process, the first steps to take when looking to buy, and the team you'll need to put together for the journey.

Buying a home can be one of the most stressful and exciting adventures you can take on. There are hard and soft skills to understand the process, and a whole lot of consideration to make. Listen in as Carly and I discuss those considerations to get you smart about your next home purchase. Hopefully our conversation sparks some ideas and further questions, but most importantly gets you to take action. 

Listen in as Carly and I discuss: 

- The Home Buying Process

- Assembling Your Team 

- Mortgages, Markets, and Interest Rates

- Buying vs. Leasing

- Upgrading to your Next Home

Please join me and my guest Stefani Coggins, Estate Planning Attorney, as we return for our second podcast episode!

Our first episode together focused on what all is included in an Estate Plan, what is Probate, and the main reasons why you need to a plan. So if you want to understand the basics of estate planning, make sure to check out our first episode from June 2022!

So for our second episode we get more specific and dive into case studies of real clients (names and personal details excluded) showing how using advanced estate planning strategies can address and solve our clients' complex situations. Listen in as we build a decision making matrix to help our clients address their family's most pressing needs, balancing the desire to help, obligations to the family, all while not jeapordizing the clients' financial situation. 

Many of the techniques and strategies we discuss can only be implemented by working with a financial advisor and estate planning attorney. Please work with your financial advisor and estate planning attorney of choice to act now to protect yourself and your family.  

Please join me and my guest Joseph L. Fagan as we discuss his journey across the country in search of a better life and to pursue a career in advanced 3-D Motion Design. We learn about Joseph's journey from Birmingham, Alabama all the way across the country to Silicon Valley, CA, where Joseph always knew he wanted to come to live and work. 

In this week's episode we'll be discussing:

- Investing in real estate, and the emotional power of home 

- RSU's and Compensation Packages for publicly traded companies

- Planning for Retirement 

- Preparing for a career change

- Geography, the cultural and economic impact 

Please join me and my guest Gerardo "Dr. G" Sandoval of Health Care Untold & Mi Vecindad Radio as we discuss his experience growing up in East Los Angeles, opening his first bank account, and the hustle culture he learned from his father growing up, and finally - what's stopping you from building the financial life of your dreams. 

Fear of the unknown, paralysis of analysis, scarcity mindset...

Now is the time to get started!!!

Please join my conversation with Vanessa Treadwell of The Key as we discuss three major questions each of us need to be asking ourselves about the lifestyle and care we want for ourselves and our families. All of us will require health care throughout our lives, and most importantly we'll need care during the later years of our lives. 

- What does aging in place with dignity mean to you? 

- How much will it cost me and my family to cover health care expenses, especially later in life? 

- Living a purposeful life for health and longevity! 

Please join me for this week's episode of Exponential Wealth w/ our special guest Leila Parviz, Esq. where we discuss Leila's role in child-centered divorce, where the focus is on amicable agreements that honor the children and preserve the relationships they have with each parent.

Please join me and my guest Stefani Coggins, Estate Planning Attorney of Coggins Legal, as we discuss how Estate Planning is used to protect your family and your legacy. We will discuss the documents included in the Estate Plan, and how empowering your beneficiaries and those you care about with Powers of Attorney can protect you long after you are gone. Whether you own real estate, have minor children, or are the beneficiary of a Trust, the topics Stefani and I discuss today are required listening if you care about what happens to your family and your possessions after you are gone or are unable to care for yourself.

Please join me and my guest Vikram Kalra of Benefit Consulting Group as we discuss ways to save thousands of dollars each year in taxes using work-based retirement plans. 

401(k) Plans

Defined Benefit Plans

Cash Balance Plans

Cal Savers Mandate - for business owners based in California