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Annuities are not bought, they’re sold. Stan “the annuity man” Haithcock knows all about annuities, and knows why there is so much negativity around this financial product.

Variable, fixed, immediate, indexed: It can all be confusing to a person who doesn’t know what annuities are.

“If you are looking for market returns, you should never ever ever buy any type of annuity. If you are looking for income or principle preservation, or maybe some long term care issues, then an annuity may fit.”

Stan asks everyone to answer these two questions:

1. What do you want the money to contractually do?
2. When do you want those contractual guarantees to start?

From this point, you can determine if you actually need an annuity – and what type.

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

Today’s guest, Stan “the Annuity Man” Haithcock:

Stan The Annuity Man is America’s top independent agent & annuity educator. He is licensed in all 50 states, has published 7 books on the subject, and has written over 400 articles on the controversial annuity topic.

Known as “the walking middle finger of annuity truth”, Stan only focuses on the contractually guaranteed transfer of risk benefits that annuities can provide. He has offices in Ponte Vedra Beach & Las Vegas, and has over 3 decades of experience in the financial services industry.

Website: www.stantheannuityman.com

Books on Amazon: www.amazon.com/Stan-G-Haithcock/e/B00N83I48Q

 

The post Stan The Annuity Man Hates Annuities… Find out why. appeared first on Money Tree Investing.

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Lane Kawaoka recently quit his job because he’s built an income from real estate investments.

He shares the journey to owning more than 2,100 units across the United States while living in Hawaii. Lane’s mission is to help hard-working professionals out of the rat race by reverse-engineering the wealth building strategies of the rich. You can hear some of those strategies on his podcast, Smart Passive Cash Flow.

Then our panel discusses the various ways to invest in real estate, including “live-in flipping”, crowdfunding, tax liens, lease options, and self-directed IRAs.

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

 

Today’s guest, Lane Kawaoka:

Lane Kawaoka currently owns 2,100+ units across the US. He lives in Hawaii and, at the time of this interview, was still working as a Professional Engineer with a MS in Civil Engineering & Construction Management and a BS in Industrial Engineering. However, he recently left his job to focus on real estate investing.

Lane partners with investors who want to build their portfolio, but are too busy to mess with “tenants, toilets, and termites” by curating opportunities in his “Hui Deal Pipeline Club” where his investors have personal access to him and know that Lane is personally putting his money on the line too. The Hui Deal Pipeline Club has acquired over $155 Million dollars of real estate acquired by syndicating over $13 Million Dollars of private equity since 2016.

Lane reverse engineers the wealth-building strategies that the rich use to the middle class via the SimplePassiveCashflow.com podcast. Lane’s mission is to help hard-working professionals out of the rat race, one free strategy call at a time.

 

Visit Lane’s website and podcast: SimplePassiveCashflow.com

Today’s Panelists

Kirk Chisholm | Innovative Advisory Group

Miranda Marquit | Planting Money Seeds

Mindy Jensen | Bigger Pockets

Kelly Coughlin | Everyday CPA

 

The post Passive Cash Flow Real Estate Investments with Lane Kawaoka appeared first on Money Tree Investing.

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How do you bring up the concept of money with your kids?

John Lanza joins us to talk about financial literacy for kids. He talks about topics such as, age-appropriate conversations about money, allowance, and how important it is to have your kids learn how to save up for a goal at an early age.

Then the panel discusses kids and investing.

 

Resources mentioned:

Drive – The Surprising Truth About What Motivates Us – Daniel Pink

The Century of Enslavement: The History of the Federal Reserve

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

 

Today’s guest, John Lanza:

John is Chief Mammal, Creator of The Money Mammals and author of The Art of Allowance.

He is on a mission to help families raise money-smart, money-empowered kids so that they can live happier, more fulfilled lives.

Pick up The Art of Allowance kit or book at his website, https://themoneymammals.com

Today’s Panelists

Miranda Marquit | Planting Money Seeds

Jackie Beck | JackieBeck.com

Kirk Chisholm | Innovative Wealth

Tim Picciott | The Liberty Advisor

The post Financial Literacy For Kids: Teaching Your Kids To Invest – Interview With John Lanza appeared first on Money Tree Investing.

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Have you heard of Economic Opportunity Zones?

No? Think that only the uber-rich learn about great tax strategies? We will fix that today.

Welcome to the first episode of a new series on our show called “Tax Loopholes Of The Rich“. I cannot think of a better person to start this series than Matt Chancey, CFP. You are going to love this show.

Economic opportunity zones are one of the few bipartisan-supported bills to come out of government recently. It has the potential to both help invest in economically disadvantaged areas and for the wealthy to get some great tax advantages. Win-Win!

Just sell a business or highly appreciated asset? Learn how this is one of the only ways you can get tax benefits AFTER you sell your low-cost basis assets. Want to learn more?

Listen to this weeks episode on Economic Opportunity zones with Matt Chancey to find out about this truly great tax benefit.

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

 

Today’s guest, Matt Chancey, CFP®:

Matt works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the client’s unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client’s make, but how they keep more of it.

Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.

Advanced Tax Planning requires a combination of timing, shifting, and IRS codes in combination with tax-advantaged products. Matt Chancey has developed a financial planning process that starts with the ability to defer, reduce or eliminate taxes on income or capital gains. Which allows clients to develop exponentially more wealth purely from tax savings; we call this the tax-alpha advantage.

Our model works in a collaborative nature with other professional advisors such as attorneys, CPAs & EAs, Sell-side M&A and commercial real estate professionals. Our strategies offer clients the ability to retain more of the net proceeds from the sale. If your practice works with clients that are in the top 10% of income or assets – our strategies can drive massive value for your clients and therefore your firm.

To learn more visit MattChanceyLive.com

Today’s Panelists

Kirk Chisholm | Innovative Wealth

Miranda Marquit | Planting Money Seed

Tim Picciott | The Liberty Advisor

For a quick bio of each of our show participants, head on over to our panelists’ page.

Please send us your questions and feedback so we can make this a better show for you: MoneyTreePodcast.com/contact

Don’t forget our monthly promotion. In order to have a chance to win, please complete this quick 1-minute survey: MoneyTreePodcast.com/survey

The post Tax Loopholes for the Rich #1: Economic Opportunity Zone – Interview Matt Chancey CFP appeared first on Money Tree Investing.

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Brynne has one child with special needs. How does this change the way she does her financial planning and investing?

In general, her plan is to “save everything”. But even doing that, Brynne says she does not “max out my retirement accounts to a point where I feel that an ABLE account or a Special Needs Trust is necessary or necessarily financially viable.”

ABLE stands for “Achieving a Better Life Experience Act”, which are tax-advantaged savings accounts for individuals with disabilities and their families

Listen in as Brynne explains how ABLE accounts work, how someone would benefit from having an ABLE account, and how she’s working to live a beautiful life within the choices and parameters available to her.

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

 

Today’s guest, Brynne Conroy:

Brynne Conroy is the author of the Feminist Financial Handbook and the mother of a special needs child. She started writing about money when she didn’t have any.

As she figured out ways to save more and earn more, she shared them with the world on her award-nominated blog–Femme Frugality–and progressively climbed up the economic ladder.

Six years later, she continues to run the blog while contributing to personal finance and parenting publications both in print and on the web.

Website: https://femmefrugality.com
Book: The Feminist Financial Handbook on Amazon
Facebook: https://www.facebook.com/Femme-Frugality
Instagram: https://www.instagram.com/femmefrugality
Pinterest: https://www.pinterest.com/femmefrugality

Today’s Panelists

Miranda Marquit | Planting Money Seed

Kirk Chisholm | Innovative Wealth

For a quick bio of each of our show participants, head on over to our panelists’ page.

Send us your questions for a future Listener Letters episode

The post Special Needs Trusts with Brynne Conroy – PLUS Asset Protection and we try to make insurance sexy appeared first on Money Tree Investing.

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The Money Tree Investing Podcast by Money Tree Investing, Money Tree In.. - 1M ago

Marco Santarelli is the host of the Passive Real Estate Investing Podcast and the founder of Norada Real Estate, a premier real estate investment firm. Marco’s mission is to help people create financial freedom by taking the guesswork out of investing. His team is dedicated to researching top real estate growth markets and structuring complete turnkey real estate investments to minimize risk and maximize profitability.

Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued building his real estate portfolio over the years up to 84 units with additional single-family homes, duplexes, and small apartments. Marco is an expert in the ins and outs of real estate investing and has been helping investors create wealth and passive income for the past 15 years through Norada Real Estate. He is honored to have been named the 2017 Think Realty Master Investor of the Year.

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

Resources mentioned in this episode: Today’s Panelists

Kirk Chisholm | Innovative Wealth

Miranda Marquit | Planting Money Seeds

Tim Picciott | The Liberty Advisor

Send us your questions for a future Listener Letters episode

The post Creating Legacy Wealth from Real Estate appeared first on Money Tree Investing.

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The Money Tree Investing Podcast by Money Tree Investing, Money Tree In.. - 1M ago

What is the difference between a traditional IRA and a self-directed IRA? Kirk Chisholm of Innovative Wealth and a regular panelist here on the Money Tree Investing Podcast says “Technically there is no difference. It’s more of a marketing language that people use”.

The self-directed IRA came about years ago as a way to distinguish between an IRA that’s investing outside of the stock market versus an IRA that’s investing in more traditional investments.

Kirk should know. Self-directed IRAs is his specialty. Listen as Joseph Hogue learns more about these interesting and unique investment options and then joins our panel to discuss the “red lights” of what to look out for. To download the report, “9 Common Mistakes Using a Self-Directed IRA”: go to http://innovativewealth.com/moneytree  

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

Today’s Panelists

Kirk Chisholm | Innovative Wealth Miranda Marquit | Planting Money Seeds Joseph Hogue | Let’s Talk Money! with Joseph Hogue Tim Picciott | The Liberty Advisor

Send us your questions for a future Listener Letters episode

The post Self Directed IRA Investing, with Kirk Chisholm appeared first on Money Tree Investing.

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The Money Tree Investing Podcast by Money Tree Investing, Money Tree In.. - 1M ago

What is the difference between a traditional IRA and a self-directed IRA? Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money Tree Investing Podcast, says “There’s no technical difference. It’s more of a marketing language that people use”.

The self-directed IRA came about years ago as a way to distinguish between an IRA that’s investing outside of the stock market versus an IRA that’s investing in more traditional investments.

Kirk should know. Self-directed IRAs is his specialty. Listen as Joseph Hogue learns more about these interesting and unique investment options and then joins our panel to discuss the “red lights” of what to look out for. To download the report, “9 Common Mistakes Using a Self-Directed IRA”: go to http://innovativewealth.com/moneytree  

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

Today’s Panelists

Kirk Chisholm | Innovative Wealth Miranda Marquit | Planting Money Seeds Joseph Hogue | Let’s Talk Money! with Joseph Hogue Tim Picciott | The Liberty Advisor

Send us your questions for a future Listener Letters episode

The post Self Directed IRA Investing, with Kirk Chisholm appeared first on Money Tree Investing.

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FinTech is making an impact in the world if investing.

Dr. Sean Stein Smith joins us to share what he says are the three major trends in accounting and finance:

1. Blockchain and cryptocurrencies
2. RPA: Robotic Process Automation
3. Entrepreneurial Angle

Then our panel gets together to discuss how these trends may affect their work in professional services.

 

Book recommendation from Kelly Coughlin: Life After Google: The Fall of Big Data and the Rise of the Blockchain Economy – by George Gilder

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

 

Today’s guest, Dr. Sean Stein Smith:

Sean Stein Smith is a CPA and Assistant Professor at Lehman College (CUNY).

Widely quoted as an expert in the intersection of blockchain, cryptocurrency, and accounting, Dr. SMith was named one of 40 under 40 in the accounting profession 2017 & 2018. He also is on the Advisory Board – Wall Street Blockchain Alliance, and Board of Governors (FDU)

Follow Dr. Smith on Twitter

Connect with Dr. Smith on LinkedIn

 

Today’s Panelists

Kirk Chisholm | Innovative Wealth
Miranda Marquit | Planting Money Seeds on Facebook
Roger Dowd | AG-Capinv.com
Kelly Coughlin | EverydayCPA.com

 

For a quick bio of each of our show participants, head on over to our panelist page.

Send us your questions for a future Listener Letters episode

The post Trends in Accounting and Finance, with Sean Stein Smith appeared first on Money Tree Investing.

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The Money Tree Investing Podcast by Money Tree Investing, Money Tree In.. - 1M ago

Traditional thinking, as described by the industry and promoted by media, is to save in retirement accounts and live off of Social Security in your golden years.

Jack Bosch describes this as “The Pile of Money Theory”: Work until you are age 65, put 10 percent of your income to the side, and by retirement you will have saved up enough to live without running out of cash.

Jack proposes the “Cash Flow for Life” approach: Money that comes in from the investments you have built such as:

  • Dividend stocks
  • Royalty payments
  • Business investments
  • Real estate

Listen as Jack shares his story out of debt, the strategies they used to generate income, and ultimately purchase assets that provide him Cash Flow for Life.

 

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.

https://moneytreepodcast.com/betterment

 

Today’s guest, Jack Bosch:

Jack Bosch is Managing Director at Orbit Investments, LLC. He has done over 3800 real estate transactions and currently hold a portfolio of properties in the Land, Single Family Home, commercial, as well as large multi-family and hospitality areas.

Over the last few years Jack and his team have expanded the business from flipping properties to syndicating large multi-family property acquisitions that provide steady and above average cash flow for the investors participating in the investments.

Find more about Jack’s services at his website, OrbitInvestments.com, or register for his online training course at LandProfitGenerator.com

 

Today’s Panelists

Miranda Marquit | Planting Money Seed

s
Kirk Chisholm | Innovative Wealth
Joseph Hogue | Let’s Talk Money YouTube channel

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

The post Creating Cash Flow with Jack Bosch appeared first on Money Tree Investing.

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