The Legacy Wealth Show: Recent Episodes
The Legacy Wealth Show
A weekly podcast featuring investment ideas and vehicles that are different than your normal stock and bond portfolio.
With only 1.5 months left in 2021 investors may look to oil drilling programs to help tax plan. Nick Padula of US Eenrgy joins the show to discuss how drilling funds can help investors with tax planning. And...a little insight to where supply/demand sits in today's environment.
Jeff Walters from the worlds largest privately held real-estate company Hines joins the show to lay down some intruiging inflation info. Jeff also shares how real-estate investing helps combat inflation for investors.
Will Cho of Stepstone Conversus joins to discuss the "DNA" of private markets. Learn more about 91% of American businesses being privately owned.
Are business owners misled to think tax preparation is tax planning? And why is tax planning important in a wealth plan? Jaime Redfern of Legacy Integrated joins to discuss some phenomenal insight around this topic.
Justin Martin of the newly established Legacy Insurance discusses importance facets of tax-free wealth strategies within life insurance!
Real-estate family office investment manager DJ Van Keuren discusses the advantages in partnering with institutions. Hear what is included on these type of deals and what to consider when looking at including real-estate in your portfolio!
True? Believable? Hear-say? What headlines about the state of California should we take seriously at the moment and what is actually happening in the largest Western state. Erik Hayden of Urban Catalyst joins the show to discuss some of the opinionated Californian rumors circulating right now.
Real-estate gains? Sold a business? Cashing out on Crypto? Erik Hayden of Urban Catalyst joins the show to discuss the QOZ tax strategy when experiencing capital gains. Erik brings years of urban real-estate development experience to show and also sheds some light on positive impacts from COVID!
Nick Padula of US Energy drops valuable information about Qualified Opportunity Zones (QOZs) and discusses one strategy investors can use to deal with capital gains. Plus!.....some bonus info around the oil/gas in today's political environment!
More on the Family Office Experience in Miami! Legacy Wealth's Acen Hansen comes back to discuss leaving a legacy with family wealth and Legacy Integrated's Jaime Redfern shares more tax planning insight.
Family office events in Miami and new developments for the integrated team! Jaime Redfern of Legacy Integrated joins to discuss her family office experience in Miami and tax planning.
Benjamin Schamber of Legacy joins the show to discuss recent in-house happening including "fire-drills" and tax planning.
Will Cho of Conversus Stepstone, a global leader in private market investing, joins the show to highlight differences between the public market space and the private space!
The man behind America's biggest Registered Investment Advisory Firm (R.I.A.) at one point, David Perkins, now runs Hatteras Partners and specializes in brining Private Equity opportunities to retail investors. David shares a wealth of knowledge around what private equity may offer compared to just being in the stock market.
Todd Williams of Hamilton Point joins the show to discuss managers roles in a funds success. Then he shares thoughts around the hospitality sector of real estate and opportunities that lie there.
Mobile-Home investing has been a huge success for investor and Elevation Capital CEO Ryan Smith. Learn how this unique real-estate asset class can offer benefits to a portfolio!
Local real-estate professional Mason Winder of EXP joins the show to discuss real-estate and the importance of surrounding yourself with professionals.
What are institutions-like investors approaching how to structure their portfolios and how does real estate fit in? Mike Hollister of Vinebrook stops in to discuss this and the advantages this type of investing has.
Legay's in-house cryptocurrency analyst joins the show with Max Robbins to break down crypto and how this may be utilized with institutional investing principles.
Listen as attorney and advanced estate planner/asset protection professional Rick Durfee shares key insights that families should consider as they build and pass on their wealth!
CPA Alan Turnblom shares insight from his experiences as an international real estate tax professional on how the everyday investor may approach real estate investing with tax planning in mind.
Get a jump start on your tax planning with a few of these considerations Jamie Redfern shares!
One of the best in the business, Justin Martin, takes a few minutes to discuss life insurance and more sophisticated strategies he's able to assist with!
A $300K annual income to a $36K income overnight! Lesa Turner shares her story and the importance of insurance. We're excited to announce the Legacy Integrated Team is expanding into P&C!
Our in house tax specialist Jamie Redfern joins the show to discuss key COIVID and Cares Act tax code changes! Phenomenal info that could be game changing for business owners!
What does commercial real-estate looks like heading into 2021 "Post-COVID?" And what makes Boise ID different? Trever Nicoll of Ball Ventures Ahlquist joins the show to discuss some great topics pertaining to commercial real-estate!
PoleStar helps you with how your business can be valued higher before you transition or sell. CPA Randy Siddoway of PoleStar joins to discuss business transitions!
Powerful giving and charitable endeavors! Explore with us ideas around giving that also have tax advantages
WOW! How R&D tax credits are powerful for business owners. Potentially one of the best (and under-utilized) tax strategies out there!
Bullish on oil investing?! Even in today's political environment?? Hear what Nick Padula from US Energy has to share about where oil as an asset class is in today's world and learn what economic factors are impacting how investors are approaching it!
Our very own portfolio analyst Dustin Lloyd joins the show to discuss reducing volatility with active management!
What is a family office experience and why the smartest and wealthiest structuring their world's in this way. Pete Covino joins in discussing how Legacy Wealth is offering a family office experience.
What is within the power of marketing? Discover interesting insight to marketing for businesses from Emily Schneider of VC Strategic
A snowball from the Tropics?! Chris and Tanisha join the show from Hawaii to discuss their personally branded cash flow strategy they coach clients from all around the world on.
Tax expert and CPA Lydon Crane offers phenomenal insight to general tax considerations that should be taken and what to be thinking about with what's changed due to COVID-19!
A unique approach to oil, gas, and energy investing! Craig Peters from Waveland Capital Partners shares intriguing information about energy investing.
What new business is Acen trying to create!? Hear about Acen's vision to assist business owners on a broader spectrum.
Maybe one of the single best things business owners aren't aware of! Learn how R&D tax credits can be for typical businesses that many have not considered. Johnathan Cardella is an entrepreneur and brings some fascinating insight to this unique tax credit!
Not just a CPA, a profitability expert! Shauna joins us to discuss what most CPAs aren't doing when it comes to helping small businesses.
How many lawsuits does the U.S. account for?!? Dan McNeff from Legally Mine discusses the importance of asset protection and what to consider when protecting yourself legally.
The 831 (b) may be one of the most un-utilized strategies for small business owners! Learn how this IRS rule can benefit business owners as we discuss with Van Carlson from Strategic Risk Alternatives.
Ryan Smith of Elevation Capital discusses "non-core" real estate and the investment nuances of self storage! Learn about what to look for in the self storage space and what current drivers are affecting this asset class.
Trailer cash!? That's right! Tune in to learn about mobile home community investing with a real estate leader in Ryan Smith of Elevation Capital!
Enjoy this dive into an alternative way to access real estate investments as we discuss real estate with Brooke Buckley and Mackenzie Capital's unique acquisition strategy!
Alan Strauss from Crystal Capital Partners joins the show to share valuable insight to what the advantages of private equity and hedge funds are for an investor's portfolio!
Hear the critical considerations someone should take when choosing an advisor to work with. Lavea brings 16+ years of whole-selling and investment advisor expereince to the conversation as she shares what makes up a good advisor.
Chris Sloan of Baseline partners shares more about private credit and how this asset class has unique characteristics to assist a portfolio.
We chat with VP Graham Day at Innovator ETFs on the nuances of buffered ETFs and how they can add downside protection within a portfolio.
David Perkins is the CEO of the Hatteras Investment Partners. As a professional in the private equity and hedge fund strategy space David discusses different aspects of the private equity world and sheds some light on what everyday investors should consider when analyzing private equity.
Vince Covino is the CEO of the world's fastest growing zoo/aquarium business. He discusses the importance of investing in yourself and learning from mistakes.
Daniel Wildermuth is the founder and CEO of multiple financial services firms including Wildermuth Asset Management, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors.