In this episode with Rohit Agarwal we talk what we are seeing in the current lending markets and what to think through for each type of debt.

This is a special episode!

I recently (in the last couple of weeks) took the head of community role at wealth.com. The second I saw this product and me the team, I was blown away with it. So I asked for this role and now got it.

If you have not yet, go checkout wealth.com

In this episode with Sean O'Dowd we talk all things real estate investing:

- How to pick a niche

- Why cash flow matters

- What you need to know when looking at different deals

In this Episode With Andy Panko, CFP®, RICP®, EA we talk some of the debates we see consumers and advisors having:

- Permanent life insurance: the good, the bad, the use cases, etc.

- Active vs passive investing

- Different type of fee models

- Worrying about tax refunds or not

In this episode with Brandon Hall, we talk all things utilizing real estate for tax planning:

- active vs passive

- short term vs long term rentals

- Why it is such a powerful asset class

- The tax benefits of real estate

- why return on equity is a great metric for real estate

- and so much more!

In this episode with Ben Lake, we talk:

- why estate planning is so important for founders

- estate planning moves to consider

- revocable vs irrevocable trusts

- the power of donating to charity

- the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.

In this episode with Mark Cecchini, CFP, we talk:

- what QSBS is

- the benefits of it

- how to qualify

- 83(b) elections

In this episode with Barrett Linburg we talk:

- What an opportunity zone is and what options you have to invest in them

- All the tax benefits that exist

- Why founders when selling should at least consider utilizing them

- Whether you should do your own or work with a company

- Why you need a great team around you to execute on this strategy

In this episode with George Acheampong Jr. we talk:

- financial independence and the value of it

- ways to get there faster

- why increasing income should always be priority one

- why understanding what matters and what your desired lifestyle is

- the power of a high savings rate

- the buy, borrow, die approach

Go and give George a follow on twitter, linkedin, and instagram.

In this episode with Matt Chiappetta, CPA we talk:

- whether you can hire your children or spouse

- the do's and don'ts of hiring them

- what to look out for

- the tax benefits of doing it

- and much more!