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 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
Investing: Understanding what the basics of what drives the prices of assets
Business planning: Tips for building your budget for 2023
Wealth Mindset: Evolving your financial intelligence
Real Estate: Buying real estate when interest rates are rising
Health insurance: Affordable Care enrollment season
Investing: Using our emotions as a guide to wise investing decisions
Tax planning: Don’t take short cuts on your taxes even though audits are significantly down
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