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Wealth-Building Made Simple
Wealth-Building Made Simple episodes
- Investing: The Mindset for managing a $1,000,000+ portfolio
Podcasters: Phillip Washington, Jr.
Don't be a competitor. Be a Creator. That small difference will significantly enhance your ability to manage large sums of money with little to no stress and tons of peace of mind.
Powered by Stone Hill Wealth Management
16 min - Tax strategy session: Lower taxes, shelter assets from creditors, and give to your favorite charities
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr
Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.
Powered by ReiffMartin CPA and Stone Hill Wealth Management
12 min - Credit: Debt vs Leverage
Podcasters: Jason Grimes and Phillip Washington, Jr.
With debt you are the servant. With leverage you are the master.
Powered by On Time Lending and Stone Hill Wealth Management
9 min - About Mansfield Podcast Playback: Investing is about having faith in the future
Podcasters: Steve Cosio and Phillip Washington, Jr.
What do Jeff Bezos, Elon Musk, Bill Gates, John D Rockefeller, Henry Ford, and Andrew Carnegie all have in common? They all have faith in the future. It's a requirement to be a successful investor. No short cuts around it.
Powered by About Mansfield Podcast and Stone Hill Wealth Management
13 min - Wealth Mindset: Mo’ money, mo’ problems?
Podcaster: Phillip Washington, Jr.
"Mo' money, mo' problems" is a classic by the late great philosopher Christopher Wallace (RIH). For some people that's true, for other's no so much in my experience as a wealth manager advising wealthy families.
Powered by Stone Hill Wealth Management
15 min - Business financial planning: The impact of owning crypto assets on a business balance sheet
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.
Topics:
- Valuing crypto assets on the balance sheet
- Tax impact for sales
- The effects on getting loans
Powered by ReiffMartin CPA and Stone Hill Wealth Management
15 min - Real estate: Predictions on how the DFW real estate market looks 5 years from now
Podcasters: Jason Grimes and Phillip Washington, Jr.
Topics:
- Higher prices
- More entertainment options
- More out of staters
- Lots of money made along the way for wise business people and investors
Powered by On Time Lending and Stone Hill Wealth Management
12 min - Real estate: ”Should I wait for rates to go down before I buy a home?”
Podcasters: Rob L Lewis, Jr. and Phillip Washington, Jr.
Powered by Ink Realty and Stone Hill Wealth Management
8 min - Life insurance: Buying life insurance on your kids is not because you expect something to happen
Podcasters: Jon Thurmond and Phillip Washington, Jr.
Jon and Phillip discuss why their successful clients buy life insurance on their children to give them a head start in life.
Powered by Axis Financial and Stone Hill Wealth Management
11 min - Investing: Asset allocation...The ”secret sauce” of successful long-term investors
Podcasters: Phillip Washington, Jr.
“In investing, what is comfortable is rarely profitable.” — Robert ArnottPowered by Stone Hill Wealth Management
22 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.