Dec 30, 2022
I jumped on a great recommendation from a friend and listener, Andrew. I expanded on the discussion of how to pass on wealth in trusts with how to prepare our children to be good stewards of that wealth.
Dec 23, 2022
For today’s episode, I briefly discuss my holiday focus on gratitude and the benefits, then provide a much overdue breakdown of trusts versus entities to clear up the misunderstandings I hear every day.
Dec 16, 2022
Can saving money be fun?
While most people get a rush of excitement whenever they are buying something they want, there are also others who feel happy and content after saving money.
In this episode, Gary discusses a brief overview of the 2022 tax reduction strategies and a couple that are still available,...
Dec 9, 2022
I interviewed Rob Knight, owner of Whitestone Developments about their new construction properties for both long-term and short-term rental portfolios. Cape Coral offers an unprecedented opportunity in these unusual economic times.
Dec 2, 2022
In this part two conversation with my friend, client, and real estate asset investing mentor Dave Zook, we dig more broadly into the different types of opportunities he discusses with clients so that you get a head start on 2023 planning today.