Wealth-Building Made Simple

By Phillip Washington Jr.

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.... more

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FAQs about Wealth-Building Made Simple:

How many episodes does Wealth-Building Made Simple have?

The podcast currently has 1,711 episodes available.

Wealth-Building Made Simple episodes:

September 13, 2021 Protecting your most valuable asset
Today's topics with Jon Thurmond (Axis Financial):
Does your work give you a paycheck if you're disabled?
What does disability insurance cover?
What are the different types of coverage?
Disability insurance coverage for business owners?
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...more
15min
September 10, 2021 Zoom Live Q&A September 10, 2021
Questions asked and topics discussed:
My thoughts on Cathie Wood's Ark funds
Should investors be worried about inflation?
What are the impacts of all this money printing?
What investment opportunities do I see today?
What backs the US dollar?
Why it's important to keep a few millennials in your life and more...
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...more
39min
September 10, 2021 How I decide which crypto assets to invest in out of the seemingly 8,000+ options
Today's Topics:
The asset class I believe will provide the best return over the next decade
How I decide which crypto assets to invest in out of the seemingly 8,000+ options
My "don't bet unless you know" philosophy
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...more
12min
September 09, 2021 When does it make sense to convert a Traditional IRA to a Roth IRA?
Today's topics with Alison Reiff-Martin (Reiff-Martin CPA)
What's the difference between a Roth IRA and a Traditional IRA?
Who can and can't contribute to Roth IRAs?
A strategy for converting your Traditional IRA to a Roth IRA while minimizing taxes
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...more
13min
September 08, 2021 How to get your wife on board with improving the family‘s finances
Today's topics:
How to get your wife on board with improving the family's finances
"What if she's better at understanding money than me?"
A sign that a woman is fed up with not feeling secure financially.

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14min
September 07, 2021 Ways to improve your cash-flow using your home equity
Topics with Rob Lewis (Ink Realty):

Ways to improve your cash-flow using your home equity
Should I buy a home if rates go up?
What about if they go down?
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...more
17min
September 07, 2021 How to create a balance sheet that gets stronger even when times are tough
Topics with Jon Thurmond (Axis Financial):

What does anti-fragile mean?
How to create a balance sheet that gets stronger even when times are tough
Planning like a pessimist so you can execute with optimism
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...more
10min
September 03, 2021 Why I‘m not a big fan of just passively investing in index funds
Today's topics:
Why I'm not a big fan of the just passively invest with index funds strategy
Why so many internet "gurus" preach about this strategy
A better investing strategy in my opinion
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18min
September 02, 2021 Advanced Planning: The ins and outs of being exempt from paying gift and estate taxes
Today's topics with Alison Reiff-Martin:
What are estate tax exemptions and how do they work?
How much money can I give yearly and not have it count against my estate tax exemption exclusion?
What's the tax impact of transferring money/assets to an irrevocable trust?
...and more!
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)

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16min
September 01, 2021 Weekly property market update: Does it make sense to buy a home in this market?
Topics with Robert Lewis (Ink Realty)
Should I buy a home in this market?
Options for still purchasing a home if you feel priced out of the market
Will prices go down anytime soon?
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...more
16min

FAQs about Wealth-Building Made Simple:

How many episodes does Wealth-Building Made Simple have?

The podcast currently has 1,711 episodes available.