Thought and Action

Jonathan Gopman, a tax trusts and estate partner at Akerman, joins Erik to discuss how tax increases from the Biden administration can affect your tax strategies. They talk about the pros and cons of high risk vs. low risk strategies, the importance of flexible planning, and more. To learn more about Akerman’s services, visit akerman.com.

Erik Flegal and Joe McQuaid of Family Fortune Financial sit down to discuss the importance of access, both in terms of private investments and professional connections, in the realm of wealth management. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.

Today's podcast episode, Scott Poore, AIF®, AWMA®, APMA® - Chief Investment Officer of Eudaimonia Group, discusses with Erik R. Flegal the dip and correction in the last two weeks, inflation expectations and opportunities (with and without an infrastructure deal).

Tune in to this week's episode where Scott Poore, Chief Investment Officer of Eudaimonia Group, discusses with Erik the expectations for Summer 2021 & how the inflation rate is affecting everything from labor numbers to used cars.  Scott also speaks about when he expects to see more normalcy in the market and how certain policies, if passed in Washington, could improve and accelerate this timeline.

Looking for a tailor-made travel experience but don’t know where to start?

Get an inside look at the world of luxury travel with CountryBred founder Marco Marano in our new episode. Click to listen now!

And for more from the Thought & Action podcast by Family Fortune Financial, please click here!

Future growth and flexibility are the hallmarks of effective financial planning. And the right energy investment can convert your IRA into a Roth virtually tax-free.

We sit down with U.S. Energy Development Corporation director Fred Gratz to discuss how you can unlock and compound future growth with savvy oil and gas investments. Click to listen!

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In this episode, Erik is joined by Scott Poore, Chief Investment Officer of Eudaimonia Group. They discuss the recent market volatility, inflation, and their opinions on potential for rate increases as we enter summer.

Virtual philanthropy was essential for some restaurants’ survival during the COVID-19 pandemic.

In this episode, Erik discusses real ways to positively impact your community with Christine England, founder of Lowcountry Eat Out! Click to listen now!

And for more Thought & Action from Family Fortune Financial, click here!

In this episode of Thought & Action, Scott Poore, Chief Investment Officer at Eudaimonia Group shares his bi-weekly update on the current market. Tune in for more info!

In this episode of Thought & Action we will have IPO / Private Market Updates with Chris Arnold, Managing Director at Morgan Creek Capital Management.

Listen now for more info!