Episodios

  • Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning

    Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning
    Jul 10 2024
    Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV. Listen to this insightful RIA episode with Eric Brotman about an innovative approach to financial planning. Here is what to expect on this week’s show: - How BFG Financial Advisors distinguishes itself by having no asset minimums and employing a younger, diverse team compared to typical financial firms. - Why BFG Financial Advisors uses custom-developed, Excel-based tools instead of off-the-shelf financial planning software. - How financial advisors should have their own financial advisors to maintain objectivity. - Why financial advisors must manage client behaviors during market volatility. - How leveraging media, speaking engagements, and published works attracts new clients. Connect with Eric: Links Mentioned: bfgfa.com X @brotmanplanning Instagram @bfgfinancialadvisors Facebook facebook.com/BFGFinancialAdvisors LinkedIn linkedin.com/company/bfgfa Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 m
  • Episode 161: From Marketing to Multimillion-Dollar Developments: The Evolution of Invata Global with Brice Holmes

    Episode 161: From Marketing to Multimillion-Dollar Developments: The Evolution of Invata Global with Brice Holmes
    Jul 3 2024
    Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital. Since 2013, Brice has invested in over 2,000 multifamily units across six Class A properties, as well as over 250,000 rentable square feet of trophy Class A office space. Dedicated to fostering growth within the global entrepreneurial community, Brice has also harnessed his expertise to mentor and empower over 4,000 entrepreneurs across more than 140 countries. Other vested interests for Brice and Invata Global Capital include short-term rentals and boutique hotels, focusing on a steadfast commitment to ecotourism, sustainability, and conservation. Listen to this insightful RIA episode with Brice Holmes about the evolution of Invata Global. Here is what to expect on this week’s show: - How shifting from marketing to real estate was an organic process. - How Invata Global manages over 2000 units including houses and short-term rentals. - Why navigating different real estate rules and doing your due diligence across boarders can be challenging when dealing with international real estate. - How real estate activities are variable which keeps daily routines engaging and diverse. - How Invata is looking to expand in Costa Rica as well as the United States. Connect with Brice: Links Mentioned: invataglobal.com X @InvataGlobal Instagram @invataglobal Facebook facebook.com/InvataGlobal LinkedIn linkedin.com/company/invata-global-marketing Learn more about your ad choices. Visit megaphone.fm/adchoices
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    8 m
  • Episode 160: The Future of Fuel: How Magnolia Energy Transforms Natural Gas into Profit

    Episode 160: The Future of Fuel: How Magnolia Energy Transforms Natural Gas into Profit
    Jun 26 2024
    Doug Shea serves as the Managing Member of High Gravity LP Management, LLC. Doug is married with three children. Previously, Mr. Shea was a securities broker specializing in Natural resource and Real Estate Investments for almost ten years. He holds a Bachelor’s of Science Degree in Natural Resources from Oregon State University and has previously held the Series 63 and a Series 22 Securities License. Mr. Shea., along with his brother Greg, evaluate each prospect and make collective decisions with the other Members of High Gravity Resources as to the viability of each prospect. Mr. Shea also shares responsibility for corporate compliance and due diligence. Listen to this insightful RIA episode with Doug Shea about transforming natural gas into profit. Here is what to expect on this week’s show: - How Magnolia Energy’s technology enables natural gas wells to produce more lucrative products like hydrogen or synthetic fuels instead of just selling natural gas. - Why there is a current surplus of natural gas. - How natural gas pricing is highly sensitive to regulatory decisions affecting future export capacities. - How Magnolia Energy has its own natural gas fields and wells but also collaborates with other operators interested in using their conversion technology. - How the technology not only offers higher returns but also significant tax benefits. Connect with Doug: Links Mentioned: magnoliaoilgas.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
  • Episode 159: The Inverse Dollar Trade: Protecting Wealth with Precious Metals

    Episode 159: The Inverse Dollar Trade: Protecting Wealth with Precious Metals
    Jun 19 2024
    Greg Allen is Vice President and Founder of Allenhouse Metals. Considered the best full-service precious metals dealer because of their unparalleled commitment to customer service and extensive expertise in the industry. With a seamless e-commerce platform, diverse product range, secure storage options, and comprehensive support for IRA and retirement transactions, Allenhouse Metals offers a one-stop solution for all your precious metals needs. Listen to this insightful RIA episode with Greg Allen about protecting wealth with precious metals. Here is what to expect on this week’s show: - How precious metals like gold and silver are seen as inverse trades against the dollar, with potential growth amid the declining dollar value. - How notable increases in metal values, particularly silver, have been observed during Federal Reserve rate cutting cycles. - Why silver may offer more return potential based on historical ratios. - How Allenhouse Metals focuses on selling investor bars rather than coins to provide lower premiums and better investment returns. - How Allenhouse Metals provides secure storage options through International Depository Services, with seamless transactions possible directly from storage facilities. Connect with Greg: Links Mentioned: allenhousemetals.com Instagram @allenhousemetals LinkedIn linkedin.com/company/allenhouse-metals Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
  • Episode 158: Building Wealth Through Multifamily Investments

    Episode 158: Building Wealth Through Multifamily Investments
    Jun 12 2024
    John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light. Listen to this insightful RIA episode with John Casmon about building wealth through multifamily investments. Here is what to expect on this week’s show: - How having a mentor and making partnerships are important aspects to achieving success in real estate. - How generating passive income safeguards people against job loss and financial instability. - Why you should set clear investment goals that are aligned with your personal financial objectives. - How people should select investments that directly contribute to their primary financial goals. - Why it’s necessary to adapt investment strategies in response to personal and market changes. Connect with John: Links Mentioned: casmoncapital.com X @Casmon_Capital Instagram @casmoncapital Facebook facebook.com/casmoncapital LinkedIn linkedin.com/company/casmoncapital Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 m
  • Episode 157: Building a Lifestyle Business in Wealth Management

    Episode 157: Building a Lifestyle Business in Wealth Management
    Jun 5 2024
    Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois. Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management. Here is what to expect on this week’s show: - How it’s important to focus on clients that add significantly to both profitability and job satisfaction. - Why standard bonds don’t adequately cover the entire fixed income spectrum. - How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients. - Why it’s important to consider your clients’ legacy assets and their varied financial needs. - How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments. Connect with Jonathan: Links Mentioned: seedwealthmgmt.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 m
  • Episode 156: Innovating Wealth Management

    Episode 156: Innovating Wealth Management
    May 29 2024
    Charlie started his career alongside Scott in 2013 after graduating from Texas A&M University. He married his wife, Katie, in 2016 and is loving his life at home with their kids Molly (born 2019) and Scottie (2022). Since 2014, Charlie has been actively involved in Practice Ministries and was honored to serve as the Yellow Rose Gala Chairman in 2018. As a family the Burfords enjoy trips to Montana each summer, going to the pool in the summers, and getting out on the golf course. In business, Charlie has led the Burford Brothers as CEO since 2020 focusing most of his efforts on the financial planning side of the business to pair well with his father and President, Scott, who leads the team on the investment side. While still involved with macro investment decisions, Charlie utilizes his vast knowledge gained from the CFP designation and his experience since 2013 to specialize in financial planning to bring objective value to clients each year. Listen to this insightful RIA episode with Charlie Burford about innovating wealth management. Here is what to expect on this week’s show: - How Burford Brothers offers a range of services, including family office and risk management. - Why Burford Brothers is developing an in-house alternatives fund, leveraging local and global managers for a unique offering - How referrals and networking are great ways to land new clients. - Why many people struggle with their finances because they are busy with other aspects of their lives. - How Burford Brothers excels in helping clients with complex needs, including business owners and philanthropists. Connect with Charlie: Links Mentioned: burfordbrothers.com Instagram @burfordbrothers Facebook facebook.com/burfordbrothers LinkedIn linkedin.com/company/burford-brothers-inc Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
  • Episode 155: From Distressed Assets to Stable Returns: The Saint Investment Group Approach

    Episode 155: From Distressed Assets to Stable Returns: The Saint Investment Group Approach
    May 22 2024
    Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating and value-driven discussions for podcast audiences. Nic's investment philosophy is grounded in two foundational beliefs: "Wall Street is broken. Real Estate is the cure." and "Economics tells the future." As the CEO and Founder of Saint Investment Group, he leads a seasoned team in acquiring institutional-grade real estate assets nationwide. Their portfolio spans over 20 states, comprising 24 projects and 500+ loans, showcasing their strategy-driven prowess. Saint is poised to raise over $100 million yearly under Nic's leadership. High-level podcasters such as Hunter Thompson, Tyler Lyons, and Jonathan Cattani have praised Nic, inviting him as a guest on some of their highest-reviewed episodes. His data-driven investing approach has garnered acclaim, leading to return invitations for updates on economic insights shared on previous shows. Nic's ability to simplify complex theories ensures dense material is delivered in an entertaining and easily digestible manner. Listen to this insightful RIA episode with Nic DeAngelo about going from distressed assets to stable returns. Here is what to expect on this week’s show: - How the Saint Investment Group works with big banks and financial institutions to clean up their books by buying mortgages with issues. - Why their aim is to keep homeowners in their homes. - How creating content and educating investors can lead to gaining more clients. - Why offering free education builds trust amongst clients. - How Saint Investment Group shifted focus to providing fixed income to investors, offering returns in the 12-14% range. Connect with Nic: Links Mentioned: saintinvestment.com Instagram @nicdeangelo Facebook facebook.com/SaintInvestment LinkedIn linkedin.com/company/saint-investment Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 m