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Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on
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PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the founder of the Life and Liberty Indexes and portfolio manager for the emerging market ETF with the ticker: FRDM Perth
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In this slight detour for the show, I spoke with New York-based political commentator, DEROY MURDOCK.. We have an invigorating chat about INFLATION and GUN CONTROL, two topics that are galvanizing investors today. We later
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MAXIMIZING EXECUTIVE AND FAMILY OFFICE TALENT In this 101st episode, we’re going to explore the disconnects in Human Capital Development. This is a crucial issue for family enterprises looking to transition to the next
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You can’t go two minutes without hearing about the allure of venture capital and private equity or the cult of entrepreneurship and the start-up. However, these things are hard! Venture and P/E require large pools of
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New York City residents have the highest State and City tax burden in the country (it’s over 15% at the top level, recently overtaking California). It’s no surprise that New Yorkers are constantly strategizing around
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In this episode, MATTHEW MCCLINTOCK joins us. Matthew is a high end estate planning attorney and is a Principal at EVERGREEN LEGACY PLANNING which is based in Colorado. He has built his practice at the cutting edge of
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For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is relegated to a 5 minute
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“Shirtsleeves to shirtsleeves in three generations” is as old as commerce itself. Family enterprises rarely make it beyond three generations for many reasons. Today, we hear the story of the Grossman family from BEN
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With the Biden proposals comes the potential for tax increases at the income, capital gains and estate tax level. Life insurance is becoming interesting again to a lot of families looking to expand on their functions of income
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(Mentioned in article: Howard Lindzon, Dan McMurtrie, Morgan Housel, Peter Atwater, Donald Trump, Jim Harberson) I am bothered by the automatic connotation of success across disciplines. There is an old bromide that government
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*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy
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In this episode, Tyrone Ross, CEO of ONRAMP INVEST, and I lay out the three major functions financial planners need to worry about when conducting crypto and bitcoin estate planning: 1. Recordkeeping and the administration of the
March 31, 2021 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Psychology, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 949
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I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth management world deliver on the promise of financial planning. It will also help rationalize
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I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only occasional talk of U.S. citizens exploring other citizenships. At the federal level, US
