Episodes

  • Hidden Taxes

    Hidden Taxes
    Oct 30 2025

    In this podcast we address two overlooked or hidden taxes for investors.

    Recapture Taxes on investment rental properties and Phantom Income on taxable investment portfolios are painful and learn more of what you need to know.

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    8 mins
  • How to Exit a Rental Property Without Getting Killed on Taxes

    How to Exit a Rental Property Without Getting Killed on Taxes
    Jun 5 2025

    Stick with me. I have eight smart strategies that can help you legally minimize, defer, or even eliminate those taxes depending on your goals.
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    10 mins
  • Rowing and Estate Planning Similarities

    Rowing and Estate Planning Similarities
    May 29 2025

    The preparation for a crew race and personal legal preparation for estate planning, though fundamentally different activities, share several similarities in terms of strategy, organization, and execution. In this podcast I share some key parallels.
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    4 mins
  • Splitting Heirs- Estate Planning Insights by Ron Blue

    Splitting Heirs- Estate Planning Insights by Ron Blue
    Apr 29 2025
    Splitting Heirs is considered a classic read in estate planning. Key themes: wealth transfer, family communication, tax considerations and philanthropy. This podcast I will focus on family communication and the role it plays and some practical examples.
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    8 mins
  • SBLOC

    SBLOC
    Apr 14 2025

    What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.
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    5 mins
  • Eldercare, Next Steps and Some Solutions

    Eldercare, Next Steps and Some Solutions
    Mar 17 2025

    We discuss some recent studies on eldercare and its impacts then discuss some practical next steps and lastly some possible solutions.
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    11 mins
  • What is a Codicil and How It Benefits You

    What is a Codicil and How It Benefits You
    Feb 11 2025
    A codicil is a legal document used to make changes or additions to an existing will without having to rewrite the entire will. Typical updates include: change beneficiaries, update executors, or modify specific requests. This is educational post and not to be considered legal advice.
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    6 mins
  • My Sprouting Lesson

    My Sprouting Lesson
    Jan 28 2025

    I stumbled upon something small but yet significant to my life and like to share it and some takeaways or lessons. Unexpected joy in doing something healthy and rewarding and now I love to share this with others.
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    4 mins