MFC Live! - from My Financial Coach: Recent Episodes
My Financial Coach
My Financial Coach is proud to present our interview series - MFC Live!
We will be asking questions on topics such as Legacy Planning, Business Succession, Retirement and more!
Some of our special guests include our Subject Matter Experts, Dr. Arthur Laffer, and many more soon to come!
www.myfinancialcoach.com
Are you a medical professional looking to sell your practice? We will be discussing what types of practices potential buyers currently have interest in, and breaking down what the two kinds of buyers are.
- What sorts of buyers are currently in the marketplace for medical practices?
- What kinds of practices are currently popular with buyers?
- How long should I expect the process of selling my practice to take?
*please speak to a professional before implementing any financial strategies that may have been discussed in this videoCurious to learn more about My Financial Coach and Michael? Learn more about us:https://myfinancialcoach.com/
Enpo puts the pressure on to demonstrate how a financial advisor would react to being asked a series of questions before being hired.
We will be answering these questions:
- Does it concern you when a client brings a list of initial questions?
LIST OF QUESTIONS:
- How are you compensated?
- Do you have any minimums or quotas that you have to meet?
- What licenses, registrations and/or designations do you hold?
- Are you a fiduciary in all transactions?
- Can you review your U4 or any other relevant disciplinary history with me?
- Do you provide comprehensive financial planning or do you perform elements of it?
Referenced Article: https://myfinancialcoach.com/portfolio/aapl-seven-things-to-know-before-hiring-a-financial-planner/
Prenups aren’t so scary. But where do you start exactly? In our new MFC-Live! interview we ask the “Prenup Coach”, Kaylin Dillon her thoughts.
We will be answering these questions:
- How do you start the conversation about getting a prenup?
- Is a Postnup less acceptable than a Prenup?
- How costly of a process is getting a prenup?
- What order should I take these steps in?
https://myfinancialcoach.com/kaylin-dillion/
Chris Pfanstiel explores student loan repayment strategies, potential program changes, federal loan intricacies, consolidation, and refinancing in this insightful discussion.
We will be answering these questions:
- What are the struggles that those with high balances of student loans will face?
- What is the direction of the student loan programs: how will they change?
- When someone has to start repaying student loans, what payment plan will they have?
- What are strategies to pay back student loans as fast as possible?
- Does it make sense to refinance student loans?
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For Educational Purposes Only – Not to be relied upon as financial, tax, or legal advice.
The information presented is for educational purposes only and derived from sources assumed to be reliable
Any examples used are hypothetical and not representative of any specific strategy or situation.
Enpo Tu and My Financial Coach are not affiliated with HTK.
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Learn how you can save on taxes, support charitable causes, and secure your financial future! Don't miss out on these incredible opportunities Bill Lloyd shares with us in the latest episode of MFC-Live!
Meet Jenn Evans, a dedicated healthcare professional with a background as an OBGYN. She knows firsthand the importance of addressing burnout in high-stress careers. Checkout our new MFC - Live! interview to get her insights and strategies for tackling burnout.
We're Back! In our newest interview with Craig Calentino, we will be discussing the pros and cons of buying rental property vs. buying primary residence.
We will be answering these questions:
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Does It Still Make Sense To Purchase Property?
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Why Shouldn’t I Wait Until Interest Rates Go Down?
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Does a Certain Down Payment Amount Guarantee Favorable Rates?
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Do You Think That The Real Estate Environment is Good To Be In As a Business Owner?
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What Level of Control Does the Tenant Currently Have When Renting?
Interested in My Financial Coach? Check out our website!
https://myfinancialcoach.com/
Do you live in Washington state? If so, you may have heard of the recent Long Term Care mandates that have just been implemented. What exactly does this mean for you? What if you work for a company that is in Washington state, but you work remotely out of state? Do you have to use the state provided long term care?
Let’s sit down with Kim Natovitz to find out!
In our latest interview with Peter Hibbard, we will be discussing how highly compensated individuals able to shelter their income while preventing taxes by using a captive insurance company.
Interested in My Financial Coach? Check out our website!
https://myfinancialcoach.com/
In our newest interview with Kevin Richards, we deep dive into annuities, the recent changes in the Secure Act and more!
Discussing the Secure Act, generation skip taxes, and ensuring that your grandchildren receive the gifts that you want to give them when you pass away.
The question we all want answers to: How do you pay less in Taxes?
Legally, of course.
There are several strategies available that you could be taking advantage of, and we are going to discuss a few of them with Chris Fehr, who is our Subject Matter Expert and tax professional.
Divorce is never something anyone wants to find themselves considering. It is a time when emotions are all over the place, and stress is high. It can be easy to feel alone with lots of questions. So, what are some typical stumbling blocks encountered during a divorce and how do you overcome them? Let’s sit down with Jon Kelly to find out.
When it comes to getting good financial advice, there are a lot of different industry standards such as the fiduciary standard, best interest clause, and things of that nature. For someone who’s not in the industry it may be very confusing, so how do you know that your advisors are really working in your best interest? Let’s sit down with Mark Hebner to find out.
Are you as a company owner experiencing a high turnover rate? Do you feel that you compensate your employees enough, but it still seems that they would rather go elsewhere given the opportunity?
In this episode of MFC Live! we will be sitting down with Trent Bryson answering the burning question of “Why am I unable to keep my most valuable employees?”
Are you as a company owner experiencing a high turnover rate? Do you feel that you compensate your employees enough, but it still seems that they would rather go elsewhere given the opportunity?
In this episode of MFC Live! we will be sitting down with Don Curristan answering the burning question of “Why am I unable to keep my most valuable employees?”
Dr. Arthur Laffer is an economist well known as a member of President Reagan’s Economic Policy Advisory Board from 1981 through 1989. Today, he is the founder and chairman of Laffer Associates, and Laffer Investments.
Read more about Dr. Laffer here.
In this episode, he will be answering the question of why it is so important to have unbias financial advice.
In this episode, we will be discussing what steps you should take if you want to leave the most amount of money to your children, and not let so much slip through your fingers for taxes after you pass away. Let’s sit down with our subject matter expert, Michael Penney to learn more!
Are you considering options when It comes to passing your wealth on to your children someday? Are you not sure what things you should consider when creating a trust?
You might find some value in this interview with one of our subject matter experts, Jay Knighton.
Your future self will thank you.
We’re back! It’s another episode of MFC Live! from My Financial Coach. In this video, we will be discussing the different options you have when it comes to charitable giving with your foundation. And who better to discuss this with than our Subject Matter Expert: Doug Hostetler
In this episode, we discuss passing your business ownership on when you retire from your business, and good advice on what you should do now, and in the future of owning your business.