Episodes

  • Ep. 11 - Valuing your Business - and Planning your Exit Strategy
    Dec 12 2021

    Guest today is Steve Susel, Managing Director of Marshall Stevens, a National Leader in valuation services and transaction advisory services.

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    36 mins
  • Ep. 10 - Life Settlements: An Overview
    Nov 16 2021

    How do they work...and why you should never walk away from a life insurance policy without getting it appraised.

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    19 mins
  • Ep. 9 - Derivatives and Day Trading
    Nov 3 2021

    "Market Maker's Club" host Joe Waterman drops by to talk about puts, calls, day trading, derivatives, stocks, securities, how you can learn, the mistakes people make, how to define value, why people are fascinated by it, the key to minimizing risk, and much more!

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    45 mins
  • Ep. 8 - An Overview and Education in Term Insurance
    Nov 3 2021

    Why term insurance isn't just about price, what you should always consider before committing, and all your other questions answered and issues addressed on the topic

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    19 mins
  • Ep. 7 - Long Term Care
    Oct 13 2021

    A conversation with Nathan Furniss about things to consider when addressing long term care - and ways to fund it.

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    39 mins
  • Ep. 6 - Tax-Free Retirement Planning
    Oct 13 2021

    The benefits of Tax Awareness and using Life Insurance Retirement Plans (LIRPs) in conjunction with Roth plans to add flexibility to your retirement income and reduce your future tax bite.

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    33 mins
  • Ep. 5 - Avoiding Financial Pitfalls in Divorce Settlements
    Oct 13 2021

    Featuring: Andrew L. Gentile CFP®, CDFA®, CLU, ChFC, CLF, CLTC, AIF,Certified Divorce Financial Analyst

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    32 mins
  • Ep. 4 - Using Pooled Income Funds to Reduce Taxes and provide for Multi-Generation Income
    Aug 21 2021

    A discussion of using pooled-income funds to create a legacy income stream, as well as reduce current income taxes.

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    24 mins