Wealth-Building Made Simple

Wealth-Building Made Simple

By Phillip Washington Jr.BusinessEntrepreneurshipInvesting
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Wealth-Building Made Simple episodes

  • Business exit planning: The effects of inflation on an exit strategy

    Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.

     

    Rising costs have a potential to blow holes in plans if the plan is not periodically reviewed and adjusted. Alison shares her thoughts on a few things business owners should think about reviewing in their plan to make sure they stay on track with their business exit strategy.  

     

    Powered by ReiffMartin CPA and Stone Hill Wealth Management

    10 min
  • Insurance: Cash for buying out a disabled business partner

    Podcasters: Jon Thurmond and Phillip Washington, Jr.

     

    Business partners join together their resources to serve the community in some business capacity.  

    What happens if one partner can no longer work in the business?  Where does the other partner (s) find the cash to buy them?

    This is what Jon and Phillip discuss today. 

     

    Powered by Axis Financial and Stone Hill Wealth Management  

    10 min
  • Investing: Why a recession might be good long term

    Podcaster: Phillip Washington, Jr. 

     

    "There will be bear markets about twice every 10 years and recessions about twice every 10 or 12 years but nobody has been able to predict them reliably. So the best thing to do is to buy when shares are thoroughly depressed and that means when other people are selling." -John Templeton
     
    Powered by Stone Hill Wealth Management
    10 min
  • Real Estate: Redefining the ”new” housing market

    Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr. 

     

    The market seemed to change overnight and buyers and sellers may want to adjust to the new rules to gain an advantage.  Rob shares his thoughts and some ideas on how to get that advantage.  

     

    Powered by Ink Realty and Stone Hill Wealth Management

    8 min
  • Life insurance: Term conversions 101

    Podcasters: Jon Thurmond and Phillip Washington, Jr. 

     

    If you have a term life insurance policy, you probably get emails or letters in the mail asking if you want to convert your term.  Jon explains what that means and how his clients decide when it's time to convert their term insurance. 

     

    Powered by Axis Financial and Stone Hill Wealth Management

    11 min

About Wealth-Building Made Simple

From the publisher's feed

Money can be stressful, but it doesn’t have to be! This podcast is about helping people understand their finances and make smart choices for their future.