Upside Insights

Wealth Manager, Justin Buddy Arce, RICP®, NSSA®, from NWF Advisory, is back to give us expert estate planning tips on avoiding probate and estate taxes.

Enjoy this episode with Justin Buddy Arce!

Check out our websites to learn more!

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Are you a business owner looking to retire soon? Don’t miss this webinar on Business Succession and Exit Planning where guest speaker Joseph Seetoo, CFA, CFP®, CEPA, Senior VP of Morton Capital addresses:

Why there is a need for business succession and exit planning

What is exit planning

What you need for a successful business transaction

Check out our websites to learn more!

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Divorce is a major life event that forces a change in your financial plan. Managing Director Dennis Bielik, CFA, CFP®, FRM from TCG Advisors and author of Money Management Mindset: A Guide to Help You Prepare for the Expected and Unexpected addresses: 

• Financial assets that can be affected by divorce 

• How divorce financially affects women 

• How divorce financially affects men  

Regardless of how you feel about your new marital status, planning is crucial, and you don’t want to miss this webinar.

Enjoy this episode with Dennis Bielik!

Check out our websites to learn more!

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Haley Gant from Quest Trust company shares how IRA is different from brokerage accounts, the importance of diversifying your investments, and advantages of Self Directed IRAs in the latest Upside Insights. Haley also highlights key things investors need to be aware of when investing in IRAs.

Enjoy this episode with Haley Gant!

Check out our websites to learn more!

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Money and wealth can be a hard topic of discussion with children. Kip Kolson, President of Family Wealth Leadership and author of "You Can Have It All—Wealth, Wisdom, and Purpose” shares principles and actionable steps that help teach children of all ages how to value and manage money. 

Kip will answer questions like:  

How early can I start teaching my children about money?  

Is it too late for my older children?  

How do I keep wealth from devastating my family?  

Walk away with confidence in how to teach your children proper stewardship of money and be one step closer to creating a stronger family.

Enjoy this episode with Kip Kolson

Check out our websites to learn more!

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Anna Sergunina, founder and president of MainStreet Financial Planning, gives you a simple and effective system to make sure your income and investments are flowing the right direction - toward your upside!  

She answers questions like: How do I plan my finances if I have irregular income (from commissions, contracts, or side-hustles)? What are the best FREE tools to use to implement the Money Flow System? How should investments factor into the Money Flow System? 

Enjoy this episode with Anna Sergunina

Check out our websites to learn more!

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Curious about what tax categories your investments fall under? Interested in learning what kind of investments help you reduce your tax liability? In this podcast episode, Justin Buddy Arce, Financial Advisor from NWF Advisory Group talks about

Enjoy this episode with Justin Buddy Arce.

Website: https://upsideavenue.com​

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Do you want to know how you use your IRS or Employers 401K to invest in Real Estate? Chris Palmisano of Rocket Dollar gives tips on how you can use these accounts to invest in real estate.   

Website: https://upsideavenue.com   

Facebook: https://www.facebook.com/UpsideAvenue/  

Twitter: https://twitter.com/UpsideAvenue  

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

#upsideinsights #upsideavenue #financialadvice #personalfinance #investing #investments #IRA

Disclaimer for podcast:

This podcast is provided for general information purposes only and does not constitute legal or professional advice. No listener should act on the basis of any material contained in this podcast without obtaining proper legal or other professional advice specific to their situation.

Daniel Ortega from Vantage IRA joins Upside Avenue in our latest Upside Insights to explain what are Self Directed IRAs, Traditional IRAs, and Roth IRAs.  

Website: https://upsideavenue.com​  

Facebook: https://www.facebook.com/UpsideAvenue/

​Twitter: https://twitter.com/UpsideAvenue​

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.