Under the Hood Podcast

Under the Hood Podcast

By Stallion CapitalBusinessInvesting
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Under the Hood Podcast episodes

  • Sheridan Murphy of Murphy Financial Group

    Dive into the intricate world of financial advisement in this captivating episode of "Under the Hood" hosted by Timothy Douglas, alongside guest Sheridan Murphy from Murphy Financial Group. Discover Sheridan's journey from a college student avoiding insurance sales to becoming a top wealth advisor committed to aligning with clients' goals rather than pushing products. In this episode, Sheridan discusses the transition to independent RIA, the power of financial education, and the importance of fostering genuine relationships within wealth management.
    Whether you're intrigued by the nuances of the financial market or seeking advice on strategic investment approaches, Sheridan brings valuable insights, from embracing alternative investments to capitalizing on current financial trends.
    Get in touch with Sheridan:
    https://investmfg.com
    https://www.linkedin.com/in/sheridan-p-murphy-cfp%C2%AE-64349a105/
    Don’t miss this opportunity to learn about the art of financial advisement from a seasoned expert.
    Don't forget to like, subscribe, and hit the notification bell for more financial wisdom straight from the experts!

    35 min
  • Al DiNicola's of NAMCOA

    In this episode of Under The Hood Podcast, your host Timothy Douglas chats with Al Dinicola from Naples Asset Management Company (NAMCOA) about strategic financial maneuvers including 1031 exchanges, 1033 exchanges, Delaware Statutory Trusts (DST), and Opportunity Zones.
    Are you looking to understand how to navigate the complexities of real estate investments and tax benefits? Have you ever wondered how to defer capital gains taxes and improve your investment portfolio? This episode is a must-watch, packed with insights from Al’s extensive 40+ years in the financial space.
    Al shares his journey into the financial sector, his expertise in alternative real estate, and practical advice on staying updated with market trends. You'll also hear about the importance of due diligence and the unique challenges investors face in today's market.
    Get in touch with Al:
    https://www.namcoa.com/
    https://www.linkedin.com/in/al-dinicola-aif%C2%AE-cepa%E2%84%A2-3278685/
    Join us for this enlightening discussion that will equip you with invaluable knowledge to maximize your investment potential. If you are serious about making sound real estate investment decisions and want to plan effectively for your financial future, this episode is for you!
    Don't forget to like, subscribe, and hit the notification bell to stay updated with all of our latest episodes. Share your thoughts in the comments below!

    45 min
  • Colin Overweg of Advize Wealth

    Welcome to a new episode of Under The Hood, hosted by Timothy Douglas with special guest Colin Overweg, CEO of Advise Wealth! Dive into Colin’s inspiring journey in financial planning, his transition from large broker-dealers to founding his own independent firm, and his unique approach to portfolio construction aimed at younger high-income earners. In this episode, discover essential insights on market trends, investment strategies, and the importance of client relationships in today's ever-changing financial landscape.
    Colin shares his expertise on risk management, diversification, and alternative investments, plus his commitment to a client-centered experience that prioritizes understanding and tailored solutions.
    Get in touch with Colin:
    https://www.advizewealth.com/
    https://www.linkedin.com/in/colinoverweg/
    Don't forget to like, subscribe, and hit the notification bell to stay updated with all of our latest episodes. Share your thoughts in the comments below!"

    35 min
  • Brent Boden of Savvy Advisors

    Explore innovative wealth management strategies in this captivating episode of the Under the Hood podcast featuring Brent Boden from Savvy Advisors. Hosted by Timothy Douglas, this episode delves into the multi-faceted world of financial advisory, highlighting how savvy tech integration in wealth management can significantly enhance client advisory experiences. Brent Boden shares his journey from civil engineering to finance, underscoring key topics such as the importance of tech-forward financial tools, evaluating alternatives in emerging fields, and understanding risk beyond the portfolio.
    Get in touch with Brent:
    https://www.savvywealth.com/
    https://www.linkedin.com/in/brentboden/

    Discover insights into portfolio customization, the nuances of investment strategies, and the rising significance of alternative investments like real estate, private equity, and even whiskey. Whether you're a medical professional, a newly exited business owner, or simply keen on financial planning, this conversation provides a comprehensive overview of how to effectively navigate the financial landscape today.
    Don't forget to like, subscribe, and hit the notification bell for more financial wisdom straight from the experts!

    38 min
  • Luni Libes of Africa Eats

    Join us in this enlightening episode of the Under the Hood podcast as host Timothy Douglas speaks with Luni Libes, the pioneering CEO of Africa Eats. Discover Luni's remarkable journey from entrepreneur to impact investor and learn how he's transforming the landscape of food production in Africa. With a focus on sustainability, Luni discusses innovative strategies to reduce post-harvest losses while empowering local farmers through direct purchasing.
    Get in touch with Luni:
    http://africaeats.com/
    https://www.linkedin.com/in/lunarmobiscuit/
    Gain insights into the unique challenges and triumphs of the African agricultural system, and find out how Africa Eats is making a significant impact by directly supporting hundreds of thousands of farmers. Don't miss this inspiring conversation about merging profit with purpose!
    Don't forget to like, subscribe, and hit the notification bell for more financial wisdom straight from the experts!

    37 min
  • Raman Singh of Singh PWM

    Join us in this insightful episode of the Under the Hood Podcast, hosted by Timothy Douglas, as we dive deep into the world of personal finance with Raman Singh, co-founder and personalized CFO at Singh PWMIn this episode, Raman shares his journey into the financial industry, discussing the impact of short-term trends on high earners, the accumulation phase of wealth, and the importance of understanding and managing risk. Discover how to navigate concentrated investments and the role of alternatives like real estate and crypto in a diversified portfolio.Get in touch with Raman: https://www.raman-singh.com/https://linkedin.com/in/rjsin/Timothy and Raman explore the unique services Raman offers to clients who may not be ultra-high net worth individuals but still seek personalized financial guidance. Whether you're a high earner looking to maximize your wealth or just starting your financial journey, this episode is packed with valuable insights and practical tips.Don't forget to like, subscribe, and hit the notification bell for more financial wisdom straight from the experts!

    43 min
  • Landon Troyer of Wealth Planning Partners

    In this engaging episode of the Under the Hood Podcast, hosted by Timothy Douglas, we dive deep into the world of wealth management and financial independence with special guest Landon Troyer. Landon, the host of "Business with the Boyz" and a senior wealth advisor at Wealth Planning Partners, shares his journey from a college grad uncertain of his career path to becoming a successful independent Registered Investment Advisor (RIA).


    Get in touch with Landon:

    https://www.linkedin.com/in/landon-troyer-cepa-837b822b/
    https://www.feltzwealthplan.com

    https://businesswiththeboyz.com/


    Landon shares valuable insights into how he stays updated with financial trends and strategies, offering a fresh perspective on portfolio construction and risk management.

    Discover the thought process behind his investment decisions, particularly in the context of the current dynamic market. Landon also candidly discusses his thoughts on the future of cryptocurrencies like Bitcoin and their potential role in diversified portfolios.

    31 min
  • Brandon Fink of Claro Advisors

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Brandon Fink, Wealth Advisor at Claro Advisors.


    Get in touch with Brandon:

    https://www.claroadvisors.com/

    https://www.linkedin.com/in/brandonpaulfink/

    Brandon Fink, CFP® is a Senior Vice President and Wealth Advisor with Claro Advisors. As a Certified Financial Planner™, Brandon works closely with business owners, high net-worth individuals, young professionals, retirees, entertainers and athletes to guide them through a broad range of financial decisions.
    Brandon’s expertise includes investment management, retirement planning, equity compensation, insurance, long term care, estate planning, philanthropic giving and tax efficient financial planning.
    Prior to joining Claro Advisors in 2021, Brandon spent 9 years as a wealth manager for the Financial Compass Group. In just his first year in the business, Brandon was awarded the “National Developing Advisor of the Year” as a member of Equitable’s Retirement Benefits Group. Brandon has been named in Boston magazine as a Five Star Wealth Manager award winner and on Wealthmanagement.com’s 2019 Thrive List of Fastest Growing Advisors*.
    Brandon graduated from Boston University with a concentration in finance. After graduation, Brandon quickly earned his Certified Financial Planning Designation at his alma mater. He is an active member of the Boston Estate Planning Council, The Jewish Federation of Boston, and an avid fan of all things basketball.


    31 min
  • Matt Golliher of Vista Investment Partners

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Golliher, Financial Advisor of Vista Investment Partners.


    Get in touch with Matt:

    https://www.vistainvestment.net/

    https://www.linkedin.com/in/matt-golliher-27a50599/

    Matt’s approach combines traditional wealth management with alternative strategies to account for how the future may be different from the past.

    Prior to joining Vista, Matt worked at WestPoint Financial Group, First Merchants Corporation and US Bancorp Investments. Matt obtained his bachelor’s degree from Indiana University Bloomington, and currently holds his Series 6, Series 7, Series 63 and Series 66 securities licenses as well as his life and health insurance license.

    Disclaimer: Vista Investment Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
    This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

    44 min
  • Matt Cohen of West Financial Services

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Cohen, Relationship Manager at West Financial Services.


    Get in touch with Matt:

    https://westfinancial.com/

    https://www.linkedin.com/in/mattcohendc/


    "I consider myself to be a passionate investment services professional and an advocate for the financial well-being of my clients. I strive to be that “first phone call” to help clients address a variety of financial and estate related questions, including gifting strategies.
    As a relationship manager at West Financial Services, I provide financial planning services and investment management to clients, and I lead a team of skilled practitioners who are instrumental in executing a successful financial plan.
    I specialize in turning a lifetime of savings and hard work into a reliable income stream for clients nearing and in retirement. In addition, as an “elder millennial,” I have firsthand knowledge of the financial issues facing this large generation and I work closely with many younger clients who are accumulating assets - often advising and educating multiple generations of families."

    45 min

About Under the Hood Podcast

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"Under the Hood," presented by Stallion Capital, is a podcast crafted for savvy retirees and entrepreneurs seeking to diversify and optimize their investment portfolios.