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
Life insurance: Term conversions 101
Investing: The Mindset for managing a $1,000,000+ portfolio
Credit: Debt vs Leverage
About Mansfield Podcast Playback: Investing is about having faith in the future
Wealth Mindset: Mo’ money, mo’ problems?
Business financial planning: The impact of owning crypto assets on a business balance sheet
Real estate: Predictions on how the DFW real estate market looks 5 years from now
Real estate: ”Should I wait for rates to go down before I buy a home?”
Life insurance: Buying life insurance on your kids is not because you expect something to happen
Investing: Asset allocation...The ”secret sauce” of successful long-term investors
Tax planning strategies: How to read a business and individual tax return
Credit: The impact of inflation on the renting vs owning debate
Real estate: ”All cash” offers without having all the cash
Employee benefits: Solutions for business owners who are not ready to pay for group health insurance
Investing: Why I’m not at all worried about the market
Business tax planning: Opportunities around restructuring debt
Credit: ”What is an ARM mortgage?”
Real Estate: Spring tips for home maintenance
Health insurance: ”Can I still buy insurance since open enrollment is closed?”
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