Τα καλύτερα Delaware Statutory Trust podcast (2024)

1
How to Strategically Liquidate Your Delaware Statutory Trust Positions 12:58

4d ago12:58

12:58

“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategies on transitioning your assets, tax efficiently, to other investments or products. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
What Every Spouse Needs to Know Before Their Spouses Passes 12:18

1d ago12:18

12:18

“Hey Mike, my husband has become very ill and is not expected to live much longer. He has lived a wonderful life and will be missed. Among the many things I am concerned about as a soon-to-be-widow, I am most concerned about how to handle the finances when he passes. Any general advice?” Discover what you should expect when your spouse passes away …

1
5 Incredible AI Tools You Won't Believe Exist with Phil Stringer 39:16

1d ago39:16

39:16

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Episode 107: the 15th Annual Auction Expo 46:40

1d ago46:40

46:40

We just completed the 15th Annual Auction Expo in Kansas City, Missouri and had over 100 attendees from 20 states and Canada. The event is in it’s 15th year and growing in both strength and recognition. Join us as we recap the speakers, topics, vendors and all the wonderful auction training that took place this week in KC. Enjoy the show. 15TH ANNU…

1
Decoding What’s Really Happening at Many Retirement Dinner Events 20:12

2d ago20:12

20:12

Have you ever received an invitation to a dinner event that will discuss retirement preparation? Have you ever wondered what is really going on? Listen in as Mike exposes why many financial professionals do these events, what’s in it for them, and what’s really behind many of the common talking points. Text your questions to 913-363-1234. Request Y…

1
Navigating Volatile Cryptocurrency with Warren Lorenz 27:37

2d ago27:37

27:37

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube

1
Why Long-Term Care Insurance is Problematic 8:22

3d ago8:22

8:22

“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford it, you probably don’t need it.” Learn about alternative ways you can prepare for your future healthcare. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthan…

1
Why Qualified and Non-Qualified Accounts Should Have Different Growth Strategies 10:31

5d ago10:31

10:31

Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your qualified accounts differently than your non-qualified accounts when it comes to growth strategies. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis…

1
Building Systems In a Digital World with Dene Delisle 35:48

5d ago35:48

35:48

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Your Self-Storage Investment is a Business… Not a Hobby 22:30

5d ago22:30

22:30

Send us a text Are you treating your self-storage investment like a business or just a hobby? In this episode, Scott looks at the crucial mistakes new investors make, particularly the costly error of not treating their self-storage ventures as serious businesses. He outlines the fundamental steps necessary to ensure long-term success, including the…

1
How to Determine How Much of Your Portfolio Should Be Protected 15:34

6d ago15:34

15:34

“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and protection, but I’m concerned about not having enough liquidity. How do you find the right balance?” Discover why it’s hard to design a portfolio and determine how much protection you should have without…

1
Why It Takes More Than a Dollar Amount to Know When You Can Afford to Retire 7:00

7d ago7:00

7:00

“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than a dollar amount in your accounts. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.Από τον Kedrec LLC

1
Tax Minimization for Those Who Have Pensions 11:03

7d ago11:03

11:03

“Hey Mike, how do you do tax planning with a pension?” Discover an unusual tax minimization strategy for those who have pensions. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.Από τον Kedrec LLC

1
How the Election Could Affect the Markets 6:29

8d ago6:29

6:29

“Hey Mike, how do you think the election is going to affect the market going forward?” Discover why adjusting your portfolio around election predictions may not be a good idea. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.Από τον Kedrec LLC

1
Bottom Line Solutions to Lower Flood Insurance Costs with DJ McClure 29:49

8d ago29:49

29:49

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Why Financial Professionals Tend to Offer Conflicting Advice 25:36

9d ago25:36

25:36

“Hey Mike, I’m working with two financial advisors right now. They always seem to contradict each other. Is that normal?” Discover how to navigate the confusing opinions of financial professionals so you can proceed with a plan that is right for you. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysi…

1
Building Wealth In Passive CRE with World Class Operators with Joshua Volens 33:54

9d ago33:54

33:54

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube

1
Helping Your Clients Build an Exit Plan with Aaron Dube 19:13

12d ago19:13

19:13

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Time Is Money: Mastering Self-Storage Deals 25:44

12d ago25:44

25:44

Send us a text Ready to fast-track your self-storage success? In this episode, Scott launches a 30-day Letter of Intent (LOI) challenge with his Self Storage Mastery students, aiming to have each participant secure a property within a month. He dives into the essential strategies for finding and evaluating deals, mastering time management, and avoi…

1
What to do if You are Concerned the Market Will Crash Soon 12:22

15d ago12:22

12:22

“Hey Mike, I’m concerned the market will crash soon. What do you recommend people do before a market crash?” The answer may surprise you. Discover unconventional ways to prepare for a potential market crash. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Converting Office to Industrial Flex with Dave Codrea 27:46

15d ago27:46

27:46

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Why Social Security Optimization is More Than Looking at Your Longevity 10:53

16d ago10:53

10:53

“Hey Mike, I read your Kiplinger article about Social Security optimization, but am unclear when I should file. I plan to retire at 62 and intend to file for Social Security when I retire. Should I change when I file?” Mike has a saying: "If you file too early, your income could be hurting; if you file too late, you could be hurting your estate." L…

1
Money for Life Strategy with Curtis May 37:53

16d ago37:53

37:53

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube

1
How to Prepare for Required Minimum Distributions When You Don’t Need the Distributions 15:35

17d ago15:35

15:35

“Hey Mike, I’m 67 years old and am concerned about required minimum distributions. I don’t want to be forced into paying too much in taxes. Most of my assets are in my Traditional IRA, but I don’t need them; I live off my pension and Social Security. What should I do?” Text your questions to 913-363-1234. Request Your Wealth Analysis today by going…

1
The Landlord's Exit Strategy 15:27

18d ago15:27

15:27

“Hey Mike, you’ve spoken about DSTs, but only at a high level. Can you give a more detailed answer, sharing exactly what they are, how they work, and the process it takes to sell a property, defer the taxes, and move the funds into a DST?” For anyone who has rental income property and wants to be free of the burden of tenants, toilets, and trash bu…

1
Potential Pitfalls For Those Who Want to Retire Before 59 ½ Years Old 11:30

19d ago11:30

11:30

“Hey Mike, I am 45 years old and recently decided that I’m done with work and want to retire at 50. Most of my assets are in my 401k, though. What can I do?” Listen to understand the pros and cons of retiring at an earlier age and what it might take to accomplish you goals. Text your questions to 913-363-1234. Request Your Wealth Analysis today by …

1
Building Multifamily Wealth with Richard Delgado 29:46

19d ago29:46

29:46

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Mistake #2 – The Risks of Skipping the Inspection 17:50

19d ago17:50

17:50

Send us a text Are you overlooking crucial details that could make or break your self-storage investment? In this episode, Scott scrutinizes the common mistakes self-storage investors make, especially when it comes to physical site inspections. He shares tips on avoiding costly pitfalls, from HVAC and roofing issues to drainage and security systems…

1
Why I Believe Variable Annuities Rarely Make Sense 11:38

20d ago11:38

11:38

"This is a touchy one." In today's episode, Mike describes why he almost never recommends variable annuities but is willing to articulate when one could make sense. Variable annuities are one of the more complicated insurance products out there, so listen for more clarity on what annuities are, when they make sense, and which type could be right fo…

1
How to Prepare For Retirement and a Recession 17:19

21d ago17:19

17:19

In today's episode, Mike shares what it means to "create a retirement plan designed to last longer than you." This is not done through buying an annuity and turning on a guaranteed-for-life income. Discover various ways to structure your portfolio as you prepare for, enter, or maintain your retirement. The key phrase is "Plan Efficient Growth Portf…

1
Using AI to Scale Syndications with Gabe Bar 32:10

21d ago32:10

32:10

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Why Term Life Insurance May Not Make Sense In Retirement 14:46

22d ago14:46

14:46

In today's episode, Mike discusses term life insurance, when it makes sense for the beginning of your retirement, and when it does not make sense for any part of your retirement. Explore other alternatives to term life insurance. Remember, life insurance is NOT an investment and should not be treated as such. Text your questions to 913-363-1234 Req…

1
1099-DA: Is The IRS Coming For Crypto? with Rory Rawlings 31:06

22d ago31:06

31:06

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
How Interest Rates Could Affect Those Near Retirement 10:26

23d ago10:26

10:26

In today's episode, Mike discusses the various ways in which interest rates going down could affect the market. He also breaks down how interest rates affect younger and older investors differently. Discover how to take advantage of higher interest rates as you create a retirement plan that's designed to last longer than you™. Text your questions t…

1
Primary Uses For Blockchain Automation with Breno Araujo 33:42

23d ago33:42

33:42

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube

1
Why Value Funds May Not Offer As Much Value As You Think 8:38

24d ago8:38

8:38

"Money goes where money can grow" In today's episode, Mike talks value funds. What are they? Do they still provide a lot of value? Listen to Mike identify what made value funds great decades ago, and how their offer in today's market has evolved since then. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealth…

1
When Does it Make Sense to Manage Your Investments on Your Own? 12:19

25d ago12:19

12:19

"If you don't know the right questions to ask, you'll never ask them." In today's episode, Mike discusses the Dunning-Kruger effect, false confidence, and potentially missing out on opportunities because someone lacked sufficient experience. Discover when it may make sense to DIY your retirement and when you may consider asking for help. Text your …

1
Maximizing Business Values & Wealth with Earl Kemper 41:36

25d ago41:36

41:36

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
How to Plan Tax-Efficient Distributions From an Inherited IRA 17:32

26d ago17:32

17:32

In today's episode, Mike discusses strategies you can employ if you have an inherited or beneficiary IRA. Discover various strategies, some of which you probably didn't know existed, that may be able to help you minimize your overall tax burden while still focusing on your overall growth. Text your questions to 913-363-1234. Request Your Wealth Ana…

1
When Cutting-Edge AI Meets the World of Self-Storage 38:41

26d ago38:41

38:41

Send us a text In this episode, Scott chats with Tyler Sellers about his innovative software, Cactus AI, that revolutionizes the way self-storage investors handle underwriting. From mom-and-pop operations to billion-dollar institutions, Sellers reveals how this tool leverages AI to streamline the underwriting process, saving time and ensuring preci…

1
What to Do If You Are Scared You’ll Run Out of Money in Retirement 15:48

27d ago15:48

15:48

In today's episode, Mike addresses the fear of running out of money in retirement. The answer is not always buying a bunch of annuities for lifetime income. Discover counterintuitive portfolio management systems that can help you lower your risk without locking up assets for life. Text your questions to 913-363-1234. Request Your Wealth Analysis by…

1
How Fixed-Indexed Annuities Work as a Bond Alternative 16:32

28d ago16:32

16:32

In today's episode, Mike explains why he believes fixed-indexed annuities have more growth potential than CDs or Treasuries in the long term. Mike explains how they work from a cash accumulation standpoint while offering a few tips on how to vet them. Not all fixed-indexed annuities are the same. If you decide to explore this possible part of your …

1
How to Plan for Healthcare Before Medicare 8:52

29d ago8:52

8:52

In today's episode, Mike talks to people who are wanting to retire around 60 years of age, but have concerns with how to cover healthcare while waiting for Medicare. How does Mike suggest you bridge that gap? What are the tax implications? What about healthcare insurance premiums from age 60 to 65? Should you delay retirement or get a part-time job…

1
Building a $100M Career with Emmy Sobieski 41:58

29d ago41:58

41:58

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Evaluating Investment Opportunities with Chris Larsen 30:36

1M ago30:36

30:36

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube

1
Episode 106: Virtual Assistants can be the Future 50:15

1M ago50:15

50:15

We are joined in the studio by professional virtual office assistant and VOA manager, Hope Hill as she guides us through working with a virtual assistant. This may be the future for many industries that require part time or full time assistants with specific skillsets and backgrounds. Using a VOA to facilitate certain business functions can greatly…

1
Why DIY Investors Still Need a Relationship With a Licensed Financial Professional 10:40

1M ago10:40

10:40

In today's episode, Mike explains why managing a portfolio without a relationship with a licensed financial professional may be more limiting than you realize. Discover when it may make sense to be 100% DIY and when you may need to work with an advisor. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanal…

1
Wholesaling, Flipping, and Cashflow with Nick Sicilian 27:57

1M ago27:57

27:57

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Mistake # 1 – The Risks of Purchasing Off the Beaten Path 46:20

1M ago46:20

46:20

Send us a text Ever wondered what could derail your self-storage investment before you even start? Scott shares his personal blunders and lessons from over 20 years in the self-storage business, providing vital advice on how to avoid costly errors. He highlights the critical importance of location, market analysis, and thorough planning. WHAT TO LI…

1
How to Turn Your 401(k) Into a Retirement Plan 14:30

1M ago14:30

14:30

In today's episode, Mike tells us how to create a retirement plan out of a 401(k). Is accumulating assets in your 401(k) during your working years a set-and-forget guarantee for retirement bliss? What happens when you retire and need to draw income from your retirement account? Discover ways to take your 401(k) and turn it into a tax-efficient reti…

Podcasts που αξίζει να ακούσετε

Delaware Statutory Trust Podcasts

Podcasts που αξίζει να ακούσετε

Οδηγός γρήγορης αναφοράς