Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr
Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.
Powered by ReiffMartin CPA and Stone Hill Wealth Management
Wealth Mindset: Wisdom is greater than knowledge
Business exit planning series #2: Imagining life after the sale of a business
Wealth Building Principle #5: How to improve your decision making ability
Real Estate: Retirement investing through real estate
Wealth Principle #4: The origins of Financial Security
Investing: Thoughts on the current recession
Business exit planning series #1: Questions that lead to answers that can enhance the value of your business
Wealth Principle #3: The Power of Appreciation
Real Estate: Investing in mid term rentals
Wealth Principle Series #2: Wealth flows to Freedom
Investing: Innovation is where the future money resides
Charitable Giving: Giving back and reducing taxes with donor advised funds and private foundations
Wealth Principles Series #1: Optimism is the only reality
Real Estate: How to find a deal in the current market
Financial planning Q&A for each generation
Investing: How to be a patient investor
Business ownership: How good is your exit strategy?
Wealth Mindset: Money does not buy happiness
Real Estate: What drives real estate prices
Life insurance: Getting life insurance without having to get stuck with a needle
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