Impact Wealth Podcast: Recent Episodes
Impact Wealth
Impact Wealth Podcast is designed to help people learn alternative ways to grow wealth, reduce risk and lower taxes. It's fun free and entertaining.
Reach the folks at Impact Wealth and decide if you should be borrowing money and using your portfolio as collateral. Is it a good idea? See what Anthony Harrigan thinks.
Will Uncle Sam get rid of the 1031 Exchange? Check out this quick podcast and see! And if you want to get in touch with Anthony, send a note to Impact@ImpactWealth.com
http://impactwealth.com Listen to Jim Teegarden talk about fixed income and why it can help your portfolio.
Impact@ImpactWealth.com Reach out to us and have an honest discussion about commissions, and whether or not they help or hurt!
http://impactwealth.com. Here is a quick podcast to check on things to do before the end of the year.
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Market scaring you? There is a solution to shield yourself from volatility.
Impact@ImpactWealth.com. Why should you invest in a hedge fund? Check out this quick wealth management podcast and see why!
Impact@ImpactWealth.com Why should you invest in P/E? Listen to Anthony Harrigan speak about the benefits in P/E for a portfolio.
http://impactwealth.com. NOW is the time to do some tax planning. Plan now to keep your taxes under control for 2020 and 2021!
And if you need to speak with Anthony, contact him: Impact@ImpactWealth.com
http://impactwealth.com Listen to Chris Schommer speak on the role of commissions in wealth management. Are commissions more transparent?
http://impactwealth.com.
Will the 1031 exchange go away? What would it mean to the economy? Listen to Anthony Harrigan speak about the proposed change, and his opinions on it.
http://impactwealth.com And what is the catch? There isn't one. Let us get a financial snapshot of your finances, risks and rewards so you get a clear picture
http://impactwealth.com CABRs is a cash and bond replacement strategy that keeps investors from losing money in the stock market, while participating in the gain!
http://impactwealth.com Here is a podcast where you get to meet Alena, a valuable member of the Impact Wealth team
Anthony is a founder and principal at Impact Wealth. He's been in wealth management for decades. This podcast talks more about Anthony the man, not just Anthony the wealth manager.
This quick podcast talks about Jim Teegarden, a founder and principal at Impact Wealth. Let's hear a little about his personal life and his feelings about his business.
http://impactwealth.com Let's talk with Jessica Martin about her role at Impact Wealth, and little about her personal life.
http://impactwealth.com Listen to Chris Schommer, a team member of Impact wealth, tell us a bit about who he is.
Enjoy!
Idea sharing is a core tenet of Lion Street. Gary Bottoms' Firm, The Bottoms Group, based in Marietta, Ga., created a newsletter to drive home the importance of life insurance during this pandemic.
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Gary spoke with Lion Street Field Vice President Anthony DiTullo about the creative process and goals for The BottomsLine. Plus, they discussed how Gary used Lion Street resources in The BottomsLine and what planning opportunities have emerged as a result of the newsletter.
Matt Teegarden has had the privilege of spending the majority of his career with Teegarden Financial and to have been with Impact Wealth since its inception. He brings with him each day a conviction for the high purpose our firm plays in the lives of our clients; a belief born anew each time another family is served. Heading the firm’s planning and design operations, Matt thrives on the creative aspects of his role, looking at each new client situation with the excitement and expectancy an artist may when looking upon a blank canvas.
http://moretaxfreewealth.com
Listen to Jimmy Calano, a friend of Impact Wealth discuss the stigma surrounding insurance. And his view is that there shouldn't be one!
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Premium finance can greatly help in retirement income, estate planning and as an overall tax instrument. Listen to Jimmy Calano speak on this quick podcast
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Listen to Jimmy Calano speaking on insurance as an asset class. See why he feels that premium financed insurance.
Jim Teegarden says its not all doom and gloom! Follow his tips for being ready, financially, for the Corona Pandemic
Jim Teegarden speaks on protecting wealth in the middle of a Corona virus! But you'll be happy to hear from him. It's not as bad as we are seeing.
Jim Teegarden speaks on the Corona Virus. In this time of panic, Jim's words are pretty soothing.
A DST or 1031 allows you to defer taxes when you sell your property. And deferred taxes usually make people happy!
DSTs and 1031s allow you to defer the depreciation because you buy new properties, and the depreciation schedule starts all over again!
A DST can relieve the problems you may have when you are a landlord. As a passive investor with management in place, you aren't taking calls in the middle of the night!
Tax advantaged income can increase with A DST. It doesn't happen all the time, but income and tax advantages can improve at the same time!
A DST benefit that many people like is the ability to simplify an estate. No condos to split up for heirs, no farms to subdivide. Many clients use this vehicle solely for that, even though there are so many more benefits.
Do DSTs have minimums? If so, what are they? Is this asset class only available to the super wealthy?
DST investors have the option to see and touch the properties they invest in. Or, they may choose not to! That's the freedom of a DST
A DST can get investors access to institutional quality real estate. And who knows? Other partners in your real estate may include large institutions.
A DST has another great benefit- you often get a higher quality tenant. The DST could be a a commercial space or a multi dwelling unit. There is management that screens the tenants as well.
A DST has another great benefit- you often get a higher quality tenant. The DST could be a a commercial space or a multi dwelling unit. There is management that screens the tenants as well.
DSTs have non-recourse financing. What is that, and why is it an important benefit? Check out this quick DST podcast!
When you set up a DST or even a 1031 Exchange, naturally there will be fees! But what are they? Here's a clean explanation of what you would pay.
https://impactwealth.com/solutions/wealth-management
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Kaizen? What is it? What does it mean and how can it help your retirement?
https://impactwealth.com/solutions/wealth-management.
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We've discussed Kaizen and its advantages...but how difficult are they to set up? Not difficult, says Jim Teegarden at Impact Wealth
https://impactwealth.com/solutions/wealth-management
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Jim Teegarden discusses Stretch IRA's. How do they help and are they in danger?
https://impactwealth.com/solutions/wealth-management
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Jim discusses the benefits of tax free compounding in this wealth management podcast.
https://impactwealth.com/solutions/wealth-management
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Let Jim Teegarden take some of the mystery out of the secure act...and learn how it can help you.
https://impactwealth.com/solutions/wealth-management
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Don't make these retirement mistakes! Listen to Jim Teegarden discuss how to avoid them!
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Listen to Jim Teegarden discuss what Kaizen can do for your portfolio. It's not as scary as it sounds...and can greatly impact your retirement!
https://impactwealth.com/solutions/wealth-management
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Anthony Harrigan discusses a DST 1031 Exchange, and the logistics behind setting them up!
https://impactwealth.com/solutions/wealth-management
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A DST 1031 can save you taxes and the headaches of property management. Find out what Anthony Harrigan thinks of them!
https://impactwealth.com/solutions/financial-planning
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Can a taxable event kill your firm? Listen to Ann Diddlebock discuss how a CFO thinks about estate planning
https://impactwealth.com/solutions/financial-planning
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Hear a quick impact wealth podcast about financial planning...and the 3 things you should be asking YOUR planner!
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Listen to Anthony Harrigan of Impact Wealth discuss why people even consult financial planners! And are they worth it?
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Listen To Anthony Harrigan discuss why a firm's structure matters...for now, for later and for tax and legacy matters.
https://impactwealth.com/solutions/financial-planning
People have a gut reaction to the word "annuity." Why do people have this reaction and what should we know when first thinking about them?
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Listen to David Prichard talk about a retirement income vehicle you should know about!
http://impactwealth.com Listen to Jim Teegarden discuss one of the biggest pieces to the finance puzzle....the client's behavior!
http://impactwealth.com Why would anyone purchase an annuity? Listen to Jim Teegarden at impact wealth and listen for yourself!
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
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Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Listen to Jim Teegarden of Impact Wealth discuss "behavioral finance."
It's interesting to think that it may not be the market, it may the investor!
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
http://impactwealth.com
Hear Anthony Harrigan discuss his firm's process for bringing on new clients. What do they discuss? Why are they different?
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
Interesting podcast about getting tax free retirement income
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Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Why should you buy insurance when you already have it? Listen to David Prichard of Impact Wealth discuss it!
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Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
Listen to Anthony Harrigan speak on the ups and downs of real estate
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments may have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
An interesting discussion with Jim Teegarden, about Alternative Investments
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments may have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
Hear an expert speak about alternative investments. They can help a portfolio greatly, and not as confusing as you may think!
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.