By Vince Annable
The podcast currently has 40 episodes available.
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There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, that's beginning to change. On this final segment of our 5-part series with Russ Alan Prince on building Your Optimal Financial World, you'll learn...
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If you’re building your Optimal Financial World, you’ll want to consider a stress test—for your money. It's what the super and ultra rich do frequently to help them prior to making important financial decisions that could impact their overall wealth planning strategy. What is a financial stress test, who needs it, and why is it important? In this 4th part of a 5-part series of discussions, host Vince Annable talks with renowned consultant to the super rich and private family offices, Russ Alan Prince, to help you understand key concepts that may help you to enjoy a fulfilling lifestyle as you build the financially secure future you desire.
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As residential real estate continues to hold its own throughout the pandemic-drive recession, what about commercial real estate? As an investor should you consider adding this alternative investment right now as a diversifier in your portfolio? Who better to ask than a nearly 40-year expert in the sector? On this segment of Your Money Manual, host Vince Annable welcomes William A. Shopoff, founder and CEO of Shopoff Realty Investments to discuss the current state of commercial real estate and the future prospects for the sector.
In the part 4 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFOs to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families no longer need a minimum of $150 million to qualify for such a high level of service. VFOs are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions.
Coming up on the 4th installment of this 5-part conversation with Russ Alan Prince, Vince Annable will go into a little more detail on the stress test we talked about and exactly what that entails, and more importantly, what it reveals about your existing wealth management plan.
When it comes to investing, your money doesn't come with instructions, so our goal here is to educate and inform you on a variety of wealth management topics to help you make important decisions when it comes to your assets. If you like what you hear, please subscribe to our feed!
After their pandemic-fueled plunge, stocks have for the most-part recovered, and now that the economy is slowly opening back up, where do we go from here? Paul Dietrich, noted CNBC and FOX Business contributor and Chief Investment Strategist at B Riley Wealth Management shares his views with Vince Annable on this special edition of Your Money Manual. On this episode of our podcast you'll learn:
1) Why the stock market has remained so optimistic and how investors should analyze what's happening (02:56)
2) About the mindsets involved in reopening the economy vs. the importance of protect the public's health, and how the experts are addressing both concerns (09:15)
3) The potential short and long-term impacts of the coronavirus pandemic on employment, small businesses, and the economy (16:12)
4) That during uncertain times like these where risk in public markets may be greater, investors may be able to better protect their assets with and endowment style portfolio (23:27)
At one time or another your doctor may have recommended a stress test. Well did you know there is a financial stress test too? You can learn a lot about your current wealth management plan and whether or not you’re on the right path to achieving all that that you’re working so hard to build. The stress test may be one of the most important things you’ve ever done for your money, especially now during these unprecedented, uncertain times. Visit https://thehouseholdendowmentmodel.com, scroll down, click on the Stress Test Icon, and complete the short form. The stress test is absolutely free and can be completed in the comfort of your home, your office, or wherever you are. Once again, that’s https://thehouseholdendowmentmodel.com—then click on the stress test icon.
In the second of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince begin a multi-part discussion of the Virtual Family Office. No longer must individual investors or families need a minimum of $150 million to qualify for the elite level of service that the old Single (or Private) Family Offices required. Virtual Family Offices (VFO's) are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions.
As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model®. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! On this episode of Your Money Manual with Vince Annable, you'll learn:
1. What a traditional single family office is and the types of services it provides its wealthy clients (02:55)
2. What options are currently available to you if--like most of us-- you're net worth is not in the hundreds of millions of dollars (04:48)
3. How the VFO came about and why so many people are taking an interest in them (06:06)
4. About the key drivers (or major components) of VFO's (07:42)
5. What is required of an individual or family who is interested in having a VFO (10:34)
Coming up on the 3rd installment of Vince Annable's 5-part conversation with Russ Alan Prince, we’re going to continue this discussion of Virtual Family Offices by talking about the many benefits of having a VFO as part of long-term wealth management plan. For more detailed information about the Virtual Family Office, click over to www.VFOAG.com, and complete the short form at the bottom of that page with just your name and email address. You’ll get free and immediate access to 2 documents that go into greater detail about VFO's: Our free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the book on VFO’s by Russ Alan Prince and John Bowen, Jr.—also titled, “Your Optimal Financial World.” The information is provided at no obligation with our compliments. Visit www.VFOAG.com.
The world of private equity continues to open up to more regular investors, with opportunities in industries poised for long-term growth. You’re about to find out what one of those industries is as you learn more about PE in general Host Vince Annable speaks with Brian Buehler, Principal and Board Member of Tasty Brands LP about this trending investment topic. On this edition of the program, you'll learn:
1) The important differences for investors between private equity vs public securities and private equity's increasing availability to investors. (Timestamp 02:13)
2) Some of the ways that investors can participate in private equity. (Timestamp 03:15)
3) Why the restaurant sector is gaining in popularity among private equity firms and the types of restaurants that are benefiting in particular. (Timestamp 05:16)
4) How private equity firms create value for their investors. (Timestamp 06:57)
5) How involved the guest's firm is in managing the properties it invests in. (Timestamp 08:22) 6) How long private equity investments are typically held. (Timestamp 09:20)
7) Some of the important questions investors need to ask before deciding if a private equity investment is right for them. (Timestamp 10:27)
Private equity is just one of type of alternative investment that The Household Endowment Model offers to help discerning, qualified investors mitigate risk in their portfolios while persuing above-average, risk-adjusted returns. Get our newly updated white paper to learn more absolutely free by clicking over to Thehouseholdendowmentmodel.com. Or simply give us a call at 833-THEM-USA. That’s 833-THEM-USA.
Are you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince, share some ideas from Mr. Prince's new book, Everyone Wins!, that may help you build the success and financial well-being you’re striving to achieve.
As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model®. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs.
On this episode of Your Money Manual with Vince Annable, you'll learn:
1, How the lessons wealthy business owners can teach us about building relationships can apply to you even if you're not an entrepreneur, a CEO, or a high-powered sales executive. (TImestamp 02:33)
2. What it means to optimize a relationship, and what we should be doing that we're not already doing to help us create winning relationships for ourselves and the people we deal with. (Timestamp 03:28)
3. What it means for you to truly win as it is characterized in this book. (Timestamp 04:20)
4. Some of the specific questions you need answers to in order to build bigger, better, stronger relationships. (Timestamp 05:26)
5. After you've completed your discovery process, how you can continue to solidify your relationships over time to make them even stronger. (Timestamp 07:30)
6. How to deal with challenging or even difficult people when it seems that a situation where everyone wins may be in jeopardy. (Timestamp 08:50)
Coming up on our next visit with Russ Alan Prince, you'll learn about an elite level of wealth planning and management available through the Virtual Family Office. The Virtual Family Office is based on the concept of single-family offices. However, unlike the family offices of the old days, Virtual Family Offices are available to more individuals and families who may be considered "merely affluent." If you’d like to prepare for our next episode with Russ Alan Prince, and learn about Virtual Family Offices (or VFO’s) ahead of time, please go to our Virtual Family Office website, VFOAG.com, where you can get access to our free white paper and the book by Russ Alan Prince and John Bowen—both titled, “Your Optimal Financial World.” Again, that’s VFOAG.com. And if you have any questions about what we do and how we can help you build Your Own Optimal Financial World, call us to arrange an easy-going no-obligation consultation at Wealth Strategies Advisory Group--888-635-9724.
Unlike the "retirement homes" of old, baby-boomers today have more choices than our grandparents did when it comes to deciding on a desirable residence they can live out--and enjoy--the rest of their lives. Today's senior housing developments offer residents resort-like amenities. Moreover, they offer investors with a unique opportunity for portfolio diversification in a real estate sector that is exploding nationwide. To fill you in with the details that matter, Vince Annable speaks with senior housing development expert, Robert Bourne, Founder and CEO of Bourne Financial Group.
After a tremendous amount of planning, research, some late nights, and thousands of cups of espresso, Vince's book, The Household Endowment Model--Wealth Planning for Affluent Families, has been released to a fair amount of acclaim, becoming a Best Seller on Amazon in its first 2 weeks. On this edition of YMM, Vince gives you a preview of the book by discussing a few of its focal points, while emphasizing its practical application for wealthy investors who wish to optimize their wealth management pursuits.
The podcast currently has 40 episodes available.