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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 lon... more
FAQs about Money Matters With Dino:How many episodes does Money Matters With Dino have?The podcast currently has 154 episodes available.
October 01, 2014#87 Alternative Lending For Today's Investor 10 - 5-14A true Investor looks at all opportunities to increase his or her portfolio. James Perry CEO of Alliance Portfolio is on the show to discuss some of the many alternative investments that can increase your wealth with minimal risk...more21minPlay
September 28, 2014#86 Inside The Mind of Your Accountant: 2014 Tax Strategies 9 - 28 - 14Have you ever wanted to really be on the inside track when it comes to the IRS and your accountant? Well this is the show for you. CPA Jaswant Gill pulls back the curtain on the IRS and what their truly looking at when they look at your tax returns. Download a FREE eBook on 9 Items to Discuss With Your Tax Professional....more46minPlay
September 14, 2014#85 Asset Protection: Liability And Death, Are you Covered? 9 - 21 - 14Consider for a moment that insurance is one of those things that nobody needs until they really need it. Troy Steele and Steve Renteria from Steele Insurance Agency make it very clear that liability and death are things we should all be thinking about. Let's get covered....more56minPlay
September 14, 2014#84 Presenting An Offer In Compromise That The IRS Can't Refuse 9 - 13 - 14Do you have problems with the IRS and you don't want to handle it alone? Have you been audited and need a way to work with the IRS that will be both be comfortable and reasonable. Enrolled Agent James Harnsberger from JSN & Associates gives us some amazing tips on dealing with the IRS that you will love....more56minPlay
September 07, 2014#83 Scandalous Plus Stupid Equals Divorce 9 - 6-14This is an interesting show for all of us. It's an opportunity to really understand from the impartial professionals, why marriages end ... and how. Colleen McNamee from McNamee Mediations and Maki Kudaka from Kudaka & Associates have a whole lot great information on the subject....more56minPlay
August 31, 2014#82 Using Real Estate As A Tax Strategy 8 - 31 - 14 EditReal Estate is obviously an amazing way to build wealth, but very few people talk about how you can use it as a tax strategy. CPA Oz Abregov, Real Estate Agent David Buckner and Owner of Inspectpro Home Inspection Service Jim Starcher come on to have an incredible discussion about the tax benefits and strategies we all can take advantage of if we get educated....more56minPlay
August 25, 2014#81 Retirement Goals and Senior Transitions 8 - 24 - 14Are you concerned about making the right choices in Retirement? Would it help if you could find a Senior Transition Specialist who would talk you through every decision from where to live, to the best doctors in your area? Heather Williams, owner of About Senior Living, Dan Segal from Optimal Senior Care Solutions and Michael Bader from My Senior Care Advisors are on the show to answer all of your questions and help you feel at ease....more56minPlay
August 15, 2014#80 Financial/Estate Planning In the New America 8 - 17 - 14It is a new America and every financial move you make is crucial when it comes to securing your future for yourself and you family. You need good councilors, with good information that are willing to take the time to educate you and answer all of your financial questions. In this show, the CEO of Trilogy Financial Services, Jeff Motske and Estate Planning Attorney Mark Lewis from the Law Offices of Mark Lewis & Associates, talk about current strategies to create wealth and protect it for your heirs....more56minPlay
August 10, 2014#79 Alternative Investments You Should Know About 8 - 9-14This is an exciting show, because CEO of Alliance Portfolio, James Perry and Certified Financial Planner Tracy Jackson discuss alternative investments that are secured and make investors wealthy....more56minPlay
August 04, 2014#78 Don't Get Stuck In The Tax Trap/Tax Law Overview 8 - 2-14America is truly a new place and that means the rules of investing and taxes are new as well. Here to tell us the difference between then and now is CPA Jaswant Gill. This show is essential for anyone who is investing or wants to invest and would like to get to the next financial level while being as strategic as possible with your tax burden....more56minPlay
FAQs about Money Matters With Dino:How many episodes does Money Matters With Dino have?The podcast currently has 154 episodes available.