Money Matters With Dino

Money Matters With Dino

By Dino KatsiametisBusinessInvesting
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Money Matters With Dino episodes

  • #96 Year End Financial/Tax Planning

    This weeks show features Jeff Motske and Cary Boring from Trilogy Financial Services and is a fantastic breakdown of financial and tax strategies for the end of 2014!

    Also, Download our free ebook:

    Consider Your Financial Compatibility Before You Start House Hunting

    Questions discussed in show:

    • How often should you review your portfolio?
    • How much gifting can you do to family without anyone having to pay taxes?
    • Why do we hear so much about investors converting to a Roth IRA before the end of the year? What’s the advantage?
    • What type of restrictions are on 401k contributions?
    • When it comes to investments like mutual funds, what types of things do you have to be aware of towards the end of the year?
    • How are the new requirements in healthcare affecting financial planning as the new year approaches?
    • How do you evaluate when someone should take social security?
    • What should someone’s investment portfolio look like at the time of retirement? What type of assets and how much wealth do they really need?

    56 min
  • #95 The Investor's Guide To Private Money Lending - #95 12/5/2014

    Are you interested in owning Real Estate? Maybe you want to invest, but you don't want the hassles of being a landlord. How about being the bank instead? James Perry and Gabriella Gilles from Alliance Portfolio are on the show to talk about Private Money Lending, Mortgage Funds and Trust Deeds.

    This form of alternative investing is secured by real estate and brings a monthly income. If you are not aware of how they work you should spend some time listening to this show and download our FREE ebook here... How To Pick A Top Mortgage Fund

    "From Your Estate To Real Estate, Your Money Matters." - Dino Katsiametis

    56 min
  • #94 - A Dad's Perspective, A Son's Choice

    The average cost of sending your child to a private college is over $30,000 with some reaching over $60,000 not including other expenses! With that kind of investment comes a lot of scrutiny as to whether it’s all worth it. Entrepreneur and owner of Office Furniture Group Scott Lazarus discusses the decision making process behind whether or not to send his children to college and has a really out of the box perspective that you’ll enjoy…especially if you’re a few years away from paying for college yourself.

    56 min
  • #93 The Million Dollar Prenup 11 - 15 - 14
    Are you considering marriage, but just a little afraid of the divorce rate? Let me guess, you don't want to be financially devastated and want a Prenup, but don't know how to talk to your fiance about it. Family Law Attorney's Jason Schwartz and Matt Heim from Schwartz, Stegmeier, Gelbart & Benavente tell us the best ways to structure a prenup and how to talk with your loved one about it.
    56 min
  • #91 Wahoo's: The American Success Story 11 - 2-14
    All entrepreneurs love a good American success story, which makes this show so fantastic. Wing Lam the founder of Wahoo's fish taco restaurant chain tells us his story from humble beginnings to recognizing a niche, creating a core group of customers that turned into a large group of customers, that became an empire.
    56 min

About Money Matters With Dino

From the publisher's feed

Whether it's insurance, investments, tax planning, real estate, or anything else that affects your personal wealth, I ask the questions and look for resources that help you make the best financial…

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