In this episode, we hear from Adam Cohen, CFA, founder of Complement Real Estate Advisors, LLC a firm specializing in real estate advising for high-net-worth families and businesses . We discuss the why, how, and when adding real estate to your portfolio makes sense. Adam touches on the appropriate use of leverage, why owning direct real estate can be a unique experience, and be sure and listen to the end where Adam tells us what advice he would give to his own kids about buying their first property.

Listen to episode 14 where we answer a listener's question on annuities (the darker side), discuss the importance of healthcare advance directives (aka healthcare proxy or healthcare power of attorney) and where to access free forms for all 50 states.

We also tell you how to think about asset allocation, what is the real risk investors face during a 30 + year retirement, and an effective inflation hedge for retirees to consider for their portfolio.

In this episode we hear from Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, a consulting firm specializing in tax, estate, and legal advisory planning for high-net-worth families and businesses.

Alex leads an in depth discussion of good planning gone bad: , unfunded trusts, not documenting gifts correctly, unintentional gaps in insurance coverage, tax return mishaps, correct use and registration of LLC's , and more. Be sure to listen to the end where Alex handles how to talk to loved ones about your estate plan and when.

Listen to episode 12 as we answer listener questions about stocks, CD's, risk, how to get started saving, and we discuss long term investment returns. We also recap our discussion of Medicare.

Maura Carley from Healthcare Navigation joins us for a very informative chat about signing up for Medicare. She also discusses the difference between traditional Medicare, Medicare Advantage, and Medigap Plans and t hings to watch out for and be aware of. Did you know that during initial Medicare enrollment, some of the choices you make could be for life? For instance, in 47 states, you are only guaranteed eligible for a Medicare Supplemental plan during the first 6 months of enrollment.

In episode 10, Brett Croft guides UHNW clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.

In episode 9, Brett Croft guides UHNW clients through essential estate planning tools to preserve wealth, including wills, revocable trusts, durable power of attorney, and healthcare proxies. He explains how these documents secure assets and minimize taxes. Tune in for clear strategies to ensure your legacy aligns with your goals.

In episode 8, Brett Croft shares expert strategies for UHNW clients to generate passive income through investments like passive etfs and real estate, while optimizing tax efficiency. He explores practical methods to minimize income taxes, such as tax-advantaged accounts and deductions, to maximize wealth. Tune in for actionable insights to build sustainable income with minimal tax burden.

In Episode 7, Brett Croft examines the Nevada pension system as a model for secure retirement income, offering UHNW clients strategies to create a reliable retirement paycheck using index funds for passive income. He also explores navigating equity compensation (e.g., stock options) to maximize wealth. Tune in for clear, actionable insights to build a robust financial future.

In Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.