Land & Everything Else

Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. 

We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all tailored to unique client needs.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure

Connect with us!

• Dan Crowley on LinkedIn
• Zach Ivey on LinkedIn
• Savant Wealth Management
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference.

Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the exciting future of wealth management and the role young advisors will play in shaping it.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure

Connect with us!

• Chip Kalousek on LinkedIn
• Doug Morton on LinkedIn
• Savant Wealth Management
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

Philip Wegman joins “Land & Everything Else” to share his journey from Kansas State to helping clients at Emberwood Capital Partners. Philip talks about his early career, balancing client relationships with financial planning, and his advice for building a rewarding career. Get tips on smart retirement planning, tax strategies, and thriving in hybrid work. Perfect for new grads and anyone in finance!

Connect with us!

• Philip Wegman on LinkedIn
• Emberwood Capital Partners - formerly IPI Wealth Management
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

How do capital management firms handle alternatives? John Lavery from Emberwood Capital Partners joins the conversation to explain why farmland can be a valuable, steady investment despite its low trading volume and current interest rate challenges. John shares insights on succession planning for farmers and how large firms are making high-quality investments more accessible. Plus, we offer practical advice for new financial advisors on building expertise and managing firms more effectively.

Connect with us!

• John Lavery on LinkedIn
• IPI Wealth Management - Now Emberwood Capital Partners
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy. 

Connect with us!

• Dr. Jennifer Lehman on LinkedIn
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

Dave Muth from Peoples Company stops by to talk about all things farmland investment. He covers services like crop insurance and how they help connect investors with farmland opportunities. Dave also talks about the challenges investors face and strategies for managing different risks, from stable crops like corn to riskier options like almonds. We also preview the Land Investment Expo, a great event for learning and networking in the farmland investment world. 

Connect with us!

• Dave Muth on LinkedIn
• Peoples Company
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

Ever wondered why land investment feels so opaque compared to stocks? Join us for this episode where we host Carter Malloy, CEO of Acres, who breaks down their game-changing platform, AcreTrader. Bringing transparency to land valuation, Carter explains how AcreTrader provides a treasure trove of data—from parcel size and ownership to comparable sales and flood zones. This episode is essential for landowners, investors, and financial advisors looking to make informed decisions across diverse land types, such as agriculture, development, timber, and recreational properties.

We also spotlight the Agriculture Focus Financial Planner (AFFP) designation at the University of Illinois, Urbana-Champaign, discussing its pivotal role in equipping financial planners to serve farming and agribusiness clients better. By drawing parallels between AcreTrader and Bloomberg for land information, we explore how robust data and mapping capabilities are revolutionizing the land investment landscape, making it more accessible and less intimidating.

Connect with us!

• Carter Malloy on LinkedIn
• Acres
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

In this episode, Jamie Hopkins, CEO at Bryn Mawr Capital Management, shares practical tips for building financial success. How do you develop good money habits in your 20s and 30s? We provide tips, such as, saving automatically, managing spending, and investing wisely. Additionally, Jamie explains when to focus on growing wealth and when to start diversifying to protect it.

We also discuss seeking reliable financial advice, understanding complex strategies like Roth conversions, and the risks and rewards of investing in real estate. As you plan for retirement, Jamie covers moving beyond traditional investments and explores options like crypto, real estate, and other assets for a more stable future. Tune in for guidance on smart money moves at every stage of life!

Connect with us!

• Jamie Hopkins on LinkedIn
• Bryn Mawr Capital Management
• FinServ Foundation
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

What are the secrets of modern agricultural investments? Jeff Post, Regional Director and Broker at Peoples Company, joins the Land & Everything Else podcast to discuss how to affordably invest in farmland. Jeff reveals how tokenizing farm ground ownership opens up opportunities for all investors, and dives into Delaware Statutory Trusts (DSTs) and company-organized transactions. Plus, learn about Peoples Company’s range of services from brokerage and appraisal to farm management and oil and gas management. Don’t miss this episode packed with valuable information that will broaden your understanding of alternative investments in the agricultural sector!

Connect with us!

• Jeff Post on LinkedIn
• Peoples Company
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel

Take control of your retirement planning! In this episode of Land and Everything Else, Bob French, Director of Investment Analysis at Retirement Researcher, shares insights on designing a personalized retirement plan using the funded ratio analysis tool and Retirement Income Style Awareness (RISA). Discover how to navigate risks, structure income streams, and align your financial strategy with your retirement goals. Tune in to learn how to make your retirement fulfilling and secure.

Key Takeaways

• Innovative Tools: Learn about the funded ratio analysis tool and RISA for crafting your retirement strategy.
• Risk Management: Understand the risks associated with various investments and how to structure income streams effectively.
• Adjusting for Age: Explore how fluctuating interest rates and changing risk tolerance affect your retirement plan.
• Personalization: Discover the importance of defining a fulfilling retirement and involving both partners in planning.
• Practical Advice: Get actionable tips on ensuring your retirement plan supports both financial security and personal satisfaction.

Connect with us!

• Bob French on LinkedIn
• Retirement Researcher
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel