Under the Hood Podcast

By Stallion Capital

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

Hosted by Tim Douglas and Vin... more

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FAQs about Under the Hood Podcast:

How many episodes does Under the Hood Podcast have?

The podcast currently has 33 episodes available.

Under the Hood Podcast episodes:

June 07, 2024 Robert Persichitte founder of Delagify
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with the founder of Delagify.

Get in touch with Robert:
https://delagify.com/
https://www.linkedin.com/in/robert-persichitte/

Robert Persichitte, CPA, CFP®, has guided business leaders and individuals with financial and investment decisions for over eight years. He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to improve the world and help clients avoid mistakes and scams.
Since 2017, he has been the director of the Volunteer Income Tax Assistance (VITA) Program at the Metropolitan State University of Denver. He served as an auditor for over ten years working in tax, fraud, and asset recovery.
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45min
June 05, 2024 Larry Sprung of Mitlin Financial
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with the founder of Mitlin Financial.

Get in touch with Larry:
https://www.mitlinfinancial.com/
https://www.linkedin.com/in/lawrencesprung/

"For over 18 years, I have been the founder and lead wealth advisor at Mitlin Financial Inc, a firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses.
I am a Certified Financial Planner (CFP®) and a Top 100 advisor by Investopedia in 2023*
My mission is to help the families we serve find JOY in the journey
I am the author of the best-selling book "Financial Planning Made Personal: How to Create Joy and the Mindset for Success", which aims to demystify and simplify the financial planning process and inspire people to take charge of their money and their JOY
Additionally, I host the Mitlin Money Mindset® podcast, where I interview engaging and entertaining guests who share their insights and stories on how to cultivate a positive and productive relationship with money.
I am passionate about financial literacy and education, and I enjoy sharing my knowledge and experience.
The Mitlin name is in memory of my wife’s grandfather, Mitchell, and my mother, Linda
My Mom is more than just the LIN in Mitlin, she is the reason I do what I do. As a teen I watched my parents struggle with their finances as she battled breast cancer for over a decade, it became my driving force.
Hear more of the Mitlin story in episode 1 of the Mitlin Money Mindset®
You will feel like family in Mitlin's offices as I am proud to be serving the second and third generations. I have seen first-hand how strong financial habits, instilled in parents, children, and grandchildren, can impact a family’s wealth and wealth stewardship for generations.
I am an Investopedia 100 Top Advisors 2021, Top Ten for 2022, and 100 for 2023 *
I am a mental health advocate. My family has raised more than $1.7 million dollars via the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention. This work earned me an Invest in Others Community Service Finalist award."
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40min
May 21, 2024 Mike Alves founder of Vida Private Wealth
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with founder of Vida Private Wealth.

Get in touch with Mike:
https://www.vidapw.com/
https://www.linkedin.com/in/mikealves/

Mike Alves’s love for the financial services industry can be traced back to when he was a 14-year-old scholar in a seminary when he read "What they don't teach you at Harvard Business School" by the legendary entrepreneur and business author Mark McCormack.
Eager to learn more, Mike started reading more stories and case studies where McCormack helped his clients achieve success and happiness.
Mike felt a growing need to make a difference in other people's lives, which ultimately lead to founding Vida Private Wealth.
After earning a bachelor’s degree in international business administration from the University of California-Riverside in 2005, Mike accepted an offer to work with Morgan Stanley. A year later, he was recruited by Merrill Lynch, where he worked as a Wealth Management Advisor and Vice-President for Wealth Management until 2018.
In 2010, Mike attained the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Chartered Retirement Planning Counselor℠ and Chartered Life Underwriter® designations.
Mike gravitated towards a career in Financial Life Planning, and in 2020 he graduated with a Master of Science degree in Advanced Financial Planning from Golden Gate University. He is a member of Phi Theta Kappa International Honor Society and Golden Key National Honor Society.
With a focus on giving back to his community, Mike is an ardent supporter of non-profits and charities, such as the Corazon de Vida Foundation, UCR Alumni Association. He has served on the advisory boards of the Latino Medical Student Association, the Latino Physician Advisory Board of the Los Angeles County Medical Association (LACMA), the LA Children’s Hospital corporate committee and the California Hispanic Corporate Council Leadership Institute.
In his free time, Mike enjoys golfing, traveling, reading, and wine tasting. He's also very involved with his kids' activities, which include soccer coaching, cub scouts, and school volunteering.
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47min
May 09, 2024 Beau Woodward of Woodward Diversified Capital
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Beau Woodward, Partner at Woodward Diversified Capital.

Get in touch with Beau:
https://woodwarddiversifiedcapital.com/
https://www.linkedin.com/in/beau-woodward-a219a11a4/

Beau Woodward is married to his wife Jennifer, and together they have four children: Jackson, Rebecca, Roman, and Chase. Prior to graduating from the Master's College in 2002, Beau started his career working at Morgan Stanley in Beverly Hills while swimming for the University of Southern California. Beau went on to work at Bank of America, Charles Schwab, and Wells Fargo before launching Woodward Diversified Capital with his brother and father, Gabe and Tom. Beau and Jennifer helped found and launch Sovereign Grace Church of Bakersfield back in 2006, where they still serve as Sunday School teachers to this day. Beau and Jennifer enjoy supporting a few local charities and serving as volunteer coaches and chaperones for their children's numerous sports and activities. Beau holds a few licenses, the series 7, 66, and 31, as well as his life and health insurance license.
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39min
May 07, 2024 Phillip Washington of Stone Hill Wealth Management
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Phillip Washington, CEO at Stone Hill Wealth Management.

Get in touch with Phillip:
https://stonehillwealthmanagement.com/
https://www.linkedin.com/in/phillipwashingtonjr/

Phillip says...
"With so much information out there on how to build wealth, it’s understandable how some people can get overwhelmed. My team and I created this one stop shop podcast to explain wealth-building topics in a short and simple way so that anyone can understand, no matter if they have $10 dollars or $10 million dollars to invest."
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53min
April 29, 2024 Terri Spath of Zuma Wealth
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Terri Spath, Founder and Chief Investment Officer at Zuma Wealth.

Get in touch with Terri:
https://zumawealth.com
https://www.linkedin.com/in/terrispathcfp

Terri says...
"Feel overwhelmed, overlooked or underserved in your financial life? I understand. You deserve holistic and customized advice. It's why I have taken all my experience managing a lot of money (billions), for a lot of people (hundreds), for a long time (a quarter century) to create Zuma Wealth for you.
My goal is to teach you about money and investing. I was an underdog in this arena so I made sure to get the investment chops to help guide your wealth, grow your wealth and guide your future. The results are in: check out my commentary and insights on CNBC, Bloomberg, and Fox News or in the press including Barrons, Wall Street Journal, New York Times, Fortune, Forbes, Time, Money, Bloomberg and more. But it's not just talk: my experience includes managing public and private equity and debt at top-tier investment firms during the bull and bear markets of the past quarter century. Plus I've picked up the gold standard credentials: MBA in Finance from Columbia University, CFA Charterholder designation, CFP® (the tops for financial planning), and University of Michigan graduate (Go Blue!).
I put this all to work to educate and build your confidence when it comes to your total financial life. I will guide your wealth, grow your fortune and guard your future. I am humbled to share with you that I won Top 10 Inspiring Women of 2022 Award for my efforts with women and their wealth."
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46min
April 24, 2024 Gautam Kalia of Sharekhan
On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Gautam Kalia, SVP and Head - Super Investor at Sharekhan, an Indian retail brokerage.
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52min
April 03, 2024 Sloane Ortel of Invest Vegan
On this episode of the Under the Hood podcast, host Timothy Douglas has an in-depth conversation with Sloane Ortel, Founder and Chief Investment Officer of Invest Vegan, an ethics-first asset manager based in Provo, Utah.
Sloane says...
"I founded Invest Vegan after more than a decade working in the investment profession. When I was just nineteen years old, I got a job helping a small team at Oppenheimer & Company optimize its trading models.
That was in June of 2007, which means that I experienced the financial crisis firsthand. The profound conflicts of interest that are still endemic to most investment firms manifested in more forms than I could count. And I began dreaming of building a better place for people to entrust their hard-earned money.
So, after a short period working for a Bangalore-based family office, I joined the New York office of CFA Institute, a global nonprofit association of investment professionals that had just rededicated itself to building a more forward-thinking financial industry for the ultimate benefit of society.
My primary focus was on understanding “cutting edge” tools and techniques and explaining them to the organization’s 170,000+ dues-paying members worldwide. In other words, I was paid to learn and write about newfangled concepts like sustainable investing.
After authoring hundreds of articles, a few courses, and even a textbook, I began thinking back to my earliest days in the industry. My dream of building a firm that people could trust to manage their money without moral compromise had only grown more important. And just like that, Invest Vegan LLC was born."
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58min
March 13, 2024 Kyle Kadish of Advantage Wealth Solutions
On this episode of the Under the Hood podcast, host Timothy Douglas sits down with Kyle Kadish, President of Advantage Wealth Solutions.

Kyle says...
"Since 2004, I have worked with investors to take advantage of investment opportunities across all markets. With a focus on the Internal Revenue Code, I structure transactions and utilize investments that allow taxpayers to keep more of what they have created and built – deferring, mitigating, and reducing tax liabilities. I am accredited by the Florida Bar to educate lawyers on the tax code, and often speaks with accountants, financial advisors, and investor groups on tax advantage strategies investors can use to maintain wealth. Prior to establishing Advantage Wealth Solutions, I built my career with UBS Financial Services, Natixis Global Asset Management, and Provasi Capital Partners. I was responsible for sales and education of financial advisors and the general public as it pertained to investing in Commercial Real Estate and Real Estate Debt, as well as other income and growth strategies. Knowledge, along with a focus on relationships are key drivers to success. By getting to know and understand clients personally, I can identify prime opportunities to maximize wealth while factoring in deferred tax strategies."
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49min
March 04, 2024 Legacy Beyond Numbers: Marc Jimenez Explores His Approach to Education and Income Generation
Marc Jimenez of Cam Investors discusses the background and specialization of his firm, which focuses on advanced planning strategies for business owners and individuals with liquidity events. He emphasizes the importance of understanding clients' needs and goals in order to provide value and manage risk effectively.
The conversation also touches on market outlook, interest rates, and the use of alternative investments for diversification. Jimenez highlights the significance of building strong client relationships based on trust and long-term support. In this conversation, Marc discusses the importance of finding the right financial advisor and the questions clients should ask when evaluating potential advisors.
He also provides insights and advice for business owners and entrepreneurs, including considerations for exit planning and risk management. Marc highlights the potential changes in estate taxes and the impact on business owners.
He also discusses the private lending market and the global equity markets, emphasizing the need for diversification and thinking outside the box.
Finally, Marc shares his perspective on the Cam Investor's Legacy and the importance of education and support in clients' lives. He concludes by discussing income generation and planning strategies for clients.

00:00-Introduction and Background
02:53-Specialization and Services
05:48-Working with Business Owners and Liquidity Events
10:09-Market Outlook and Interest Rates
14:01-Alternative Investments and Diversification
23:04-Choosing a Financial Advisor
25:02-Considerations for Business Owners and Entrepreneurs
26:01-Exit Planning and Risk Management for Business Owners
27:26-Potential Changes in Estate Taxes
28:2-Private Lending Market and Global Equity Markets
33:03-The Cam Investor's Legacy
41:24-Income Generation and Planning
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46min

FAQs about Under the Hood Podcast:

How many episodes does Under the Hood Podcast have?

The podcast currently has 33 episodes available.