エピソード

  • 39: Value Of Diversified Savings
    2024/09/27

    Outside of business investments, how to think about diversifying your savings options.

    続きを読む 一部表示
    8 分
  • 38: 1031 Exchange
    2024/09/13

    An overview of 1031 exchanges and the options that you may be able to utilize outside of land purchases.

    続きを読む 一部表示
    6 分
  • 37: Artificial Intelligence
    2024/08/30

    An introduction to our perspective of artificial intelligence.

    続きを読む 一部表示
    8 分
  • 36: Mental Health Tool- Box Breathing Technique
    2024/08/16

    Discussing the importance of being aware of your mental health state and outlining a simple breathing technique that can be done anywhere to reframe your mind.

    続きを読む 一部表示
    6 分
  • 35: High Dollar Estate Planning #2-Over the limit
    2024/08/02

    As we build on the previous two sessions regarding Estate Planning, in this episode we cover what it means to be "over the limit". We will introduce options you may consider exploring to limit your Federal Estate tax exposure.

    続きを読む 一部表示
    8 分
  • 34: Basic Estate planning #1- Under the limit
    2024/07/19

    As a follow up to the kickoff Estate Planning Limits session, in this episode we discuss where the Federal Estate limit is and what it might mean for you if you fall under the limit.

    続きを読む 一部表示
    6 分
  • 33: Estate Planning Limits: Where do we fall?
    2024/07/12

    As you think about your Estate there may be some considerations depending on how much personal wealth you accumulate during your lifetime. We will set the stage for what you should be considering as you think about Estate Planning.

    続きを読む 一部表示
    4 分
  • 32: Value of investing in farmland
    2024/07/05

    An overview of historical farmland returns and considerations for purchasing farmland.

    続きを読む 一部表示
    4 分