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Wealth-Building Made Simple
Wealth-Building Made Simple episodes
- Funding business buy sell agreements with life insuranceToday's topic with Jon Thurmond (Axis Financial)The benefits of planning like a pessimist so you can live like an optimistWhat is a buy-sell agreement?Why it's so important for business partners to have onePowered by Axis Financial and Stone Hill Wealth Management9 min
- Lawsuit protection strategies for high income employeesToday's topic with Susana Gibb (Gibb Agency-Dallas)What part of my insurance policy covers me if someone is hurt in my home?If I get in a fight at a bar, am I covered?Why attorneys tend to get the max limit on the liability part of insurance policiesPowered by Stone Hill Wealth Management12 min
- Massively overlooked investment opportunities todayToday Phillip discusses:🎙 The definition of an economy🎙 5 big overlooked economic opportunities that need lots of money🎙 Why thinking like a lender can make you a better investorPowered by Stone Hill Wealth Management12 min
- Building a business, not a job
Today's topic with Alison Reiff-Martin, CPA (ReiffMartin CPA)
- The type of thinking needed to unlock the true value of your business
- Building a business that requires little of your time while generating plenty of profits
- Building a business not a job
Powered by ReiffMartin CPA and Stone Hill Wealth Management
10 min - Different funding sources for buying real estateToday's topic with Jason Grimes (Grimes Group):Where does a mortgage broker source the money for client deals?What are the different funding sources for buying real estate?What is the key to finding the money you need for your property?Powered by On Time Lending and Stone Hill Wealth Management11 min
- The pros and cons of selling your home right nowToday's topics with Robert Lewis (Ink Realty)The pros and cons of selling your home right nowThe benefits of having no emotional attachment to buying and selling propertiesUsing your home equity to improve your financial planPowered by Ink Realty and Stone Hill Wealth Management13 min
- Why you might not want to name your minor children as beneficiaries on your life insurance policyToday's topics with Jon Thurmond (Axis Financial)Can my minor children receive my life insurance proceeds?What happens to my life insurance money if me and my spouse die at the same time and we have minor children?Estate planning strategies for people with minor childrenPowered by Axis Financial and Stone Hill Wealth Management9 min
- Change is where the big investing profit opportunities hang outInvesting in change is where the BIG gain opportunities hangout:John D Rockefeller: Innovator in energyHenry Ford: Transportation innovatorAndrew Carnegie: Steel innovator (made possible modern day skyscrapers)Jeff Bezos: Innovator in how commerce was doneElon Musk: Transportation and SpaceJay Z: Music business innovator (in how to get distribution, diversify, and monetize…how to become a real boss)Powered by Stone Hill Wealth Management12 min
- Do you operate your business like a manager or an investor?
Today's topics with Alison Reiff-Martin CPA
- Thinking like a business investor vs a business manager
- The skillsets of an entrepreneur
- Why having a team positions you to be more profitable
Powered by ReiffMartin CPA and Stone Hill Wealth Management
9 min - Buying a vacation home made simpleToday's topic with Jason Grimes (Grimes Group)Is there a difference in qualifying for a vacation home for your family vs a vacation home you rent out?Do loans against your brokerage account help in the qualification process?How do lenders factor your debt to income ratio when buying a vacation property?Powered by On Time Lending and Stone Hill Wealth Management13 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.