On the latest episode of our podcast, Darrick welcomes Joe Pohrer, President of the Pauly Jail Building Company. Together, Darrick and Joe will delve into the impact Joe has brought to central Indiana.

A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode.

Chapters:

0:00 - Introduction and overview on the day's conversation

1:35 - Welcoming Joe Pohrer

3:00 - Joe Pohrer's Background

7:30 - Pauly Jail Construction Company at It's Core

12:10 - What's Next for Joe Pohrer

16:10 - R&D

21:30 - Taking Risk

26:10 - Make Clear Decisions

32:00 - Communication and Regular Face Time

34:10 - Control and Growth

36:10 - Closing Thoughts

36:50 - How to get in touch with Joe and Darrick

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On the latest episode of our podcast, Darrick welcomes Dimensional Fund Advisor Vice President, Apollo Lupescu. Together, Darrick and Apollo will delve into the early ideas behind investing and how they evolved to become the state-of-the-art strategies of today.

A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode.

Chapters:

0:00 - Introduction and overview on the day's conversation

1:04 - Welcoming Apollo

2:00 - Apollo's Background

6:00 - Retail Investors vs. Dimensional Fund Advisors

8:35 - The Beginning of Stocks

12:00 - Stock Picking and Active Management

17:45 - Small Caps and Growth Potential

22:20 - The Advent of Advisors

25:00 - SMCI and the S&P 500 Index

29:00 - Small vs. Large Cap and U.S Market Trends

34:10 - The Japanese Stock Market in the 90's and Emerging Markets

37:00 - International Exposure

40:50 - International vs. Domestic Historically

43:55 - Decades Old Data and How It Guides Modern Investment

46:20 - Benefit vs. Risk and Price to Book

48:30 - How to get in touch with Darrick and his team

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On the latest episode of our podcast, Darrick opens up about the comprehensive financial plan he's built to ensure his family's long-term stability and prosperity. Darrick shares the inner-workings of the comprehensive financial plan he built to ensure his family's long-term stability and prosperity.

Discover how he balances risk and maximizes growth through savvy investment strategies, secures his family's legacy with meticulous estate planning, optimizes tax efficiency, and incorporates meaningful charitable contributions.

Whether you're looking to refine your own financial plan or a specific area of it, this episode is packed with valuable insights and actionable advice to help you secure your family's future.

Chapters:

0:00 - Introduction and overview on the day's conversation

1:34 - Why Darrick wanted to allow the audience to 'peek behind the curtain' of his financial plan

3:10 - Wealth management is a formula

6:31 - Darrick's investment planning efforts

7:35 - Darrick's 'why' and the impact his children has on his financial world

11:17 - Cash flow strategy for accumulation

13:15 - Leveraging Flourish as a helpful tool to earn interest on cash

19:40 - "Invest within a program I can live with"

24:40 - Leveraging a strategy with real-world results through good and bad times

26:22 - Darrick's traditional investment partners

28:28 - How Darrick's financial world combats taxes

33:25 - Real estate investment opportunities and using them to lower his tax bill

36:53 - Wrapping your arms around your wealth using a thorough wealth protection plan

44:29 - Where to begin when addressing your estate plan

49:39 - Darrick's scary moment surrounding his older estate planning efforts

53:15 - Darrick's key takeaways

55:50 - How to get in touch with Darrick and his team

57:15 - Closing remarks

Connect with Darrick:

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LinkedIn