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Welcome to the Savvy Investor Podcast, where we provide practical insights on real estate investing, market trends, and expert tips from industry professionals. Whether you're just starting out or a seasoned investor, our show offers actionable advice to help guide you through the world of real estate investing with confidence. Tune in to elevate your investment knowledge and help you live a savvy life.
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Welcome to the Savvy Property Investors Show, a show about ascending the property industry through educated and wise investment decisions. Hosted each week, by Ms. Sapphire Gray, our show seeks to educate the newbie and season property investor, with insightful knowledge from top industry leaders and experts about the challenges and benefits of building a property business. Tune in each week to learn the different tips and techniques that experts apply to assist investors to get the best fin ...
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Growth Mindset During Challenging Times with Melanie Robinson
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The real estate market is known for its cyclical nature, often characterized by highs and lows that can test even the most seasoned investors. In a climate where uncertainty seems to be the only certainty, cultivating resilience becomes paramount. That's why we're excited to have Melanie Robinson join us as a mindset coach on our Savvy Investor pod…
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Retirees are getting anxious about the unrest in the world, upcoming elections, and out-of-control government spending. Warren Buffett advises against making investment choices based on short-term headlines and instead focuses on predicting what will happen in the next 10 years. The stock market is unpredictable and reacts to various factors, makin…
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0 - 500 Units In 5 Years The Journey with Dr. Lindsey Duguet
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In our latest episode of the Savvy Investor Podcast, we sit down with Dr. Lindsey Duguet from Pennsylvania. Dr. Lindsey Duguet is a practicing Emergency Medicine Physician and Geisinger Health System's Northeast Regional Emergency Medicine Medical Director. She began investing in real estate with her husband in 2019 and has scaled from 0 to over 50…
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What are the tax consequences of working longer in retirement to gain more income? In this episode, Ryan discusses the impact of taxes on retirement income and the importance of tax planning. Also, Ryan explains how Roth conversions can be a valuable strategy to save on taxes in retirement. Want to learn more about tax planning and if Roth conversi…
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Protecting your Private Lend with Graham Barr & Brandon Hans
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In this episode, we dive into the world of private lending with our esteemed guests and go to lawyers from Barr LLP, Brandon K. Hans and Graham A.B. Barr. Private lending has become a very popular investing strategy for those looking to be more passive investors. Unfortunately, as of late we've been seeing some challenges unfold with lenders not ge…
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Overcoming the Fear of Being Visible with Kyle Guthro
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In this week’s episode of The Savvy Investor Podcast, we dive deep into the world of real estate investment and personal development with none other than Kyle Guthro – a master public speaker, renowned for his unparalleled expertise in enhancing revenue through innovative sales and communication tactics. Kyle Guthro is not only celebrated for his a…
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Having a 401k does not automatically mean you have a substantial retirement fund. While a 401k is a tool to save money for retirement, it doesn't guarantee a successful income plan. In this episode, Mike and Ryan explain why people may lack the necessary knowledge and guidance to make informed decisions about their 401k, and discuss the important t…
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In this week's episode, we have Mayu Thava, a driven individual with a passion for real estate, mortgages, and personal finance, which has shaped a remarkable real estate investing journey. As a CA and CPA, Mayu initially immersed themselves in the world of Accounting. However, deep down, his focus was wanting to create a life of freedom through in…
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Tax planning is a crucial aspect of financial planning, as taxes may significantly impact retirement savings. In this episode, Ryan Herbert tells us where Maryland stands compared to other states regarding tax rates. Learn about how where you live can affect your overall retirement plan and the importance of properly preparing a tax strategy. Want …
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In this compelling episode of our podcast, we had the pleasure of speaking with Kyle Agro, the Associate Vice-President at Equiton, a leading Canadian private equity firm known for its exceptional investment returns. We discussed a variety of topics, including: Kyle's extensive experience and the strategic approach Equiton employs to meet the needs…
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Diversifying tax buckets is important when minimizing tax implications. A plan that considers the lowest tax bracket today and throughout retirement is essential to understand when aiming for tax efficiency. In this episode, Mike and Ryan break down how different investments such as annuities have varying tax implications, and why preserving and pr…
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The Infinite Banking Strategy Explained with Darren Mitchell & Christina Wyatt
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In this episode we are back with Darren Mitchell and Christina Wyatt. Together with their team of Wealth Coaches from Control and Compound Financial, specialize in assisting Canadian real estate investors and business owners across the country in integrating the Infinite Banking Concept (also known as High-Cash Value insurance) into their financial…
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Taxes are unfair. That’s what Ron Swanson of “Parks and Rec” taught a young student by eating most of her lunch. On this episode, Mike expresses the frustrations he has with lazy CPAs that are costing the taxpayer money they legally aren’t obligated to pay. Plus, hear about how proper tax planning may result in a lower tax bill and how those saving…
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In this episode, we have special guest Martin Mei, who is a real estate investor specializing in multifamily and self-storage investments. Early on in his real estate journey, he became the top producer of off-market multifamily opportunities on the East Coast, focusing on wholesaling, BRRRRs with OPM, flipping, and STR. After conducting over 80 pr…
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Market corrections have a bigger impact on your 401k than you may think. That impact is more significant when you're planning for retirement. On this episode, Ryan Herbert discusses the importance of positioning yourself properly to make your life savings last regardless of a stock market crash. Plus, pensions used to be the consistent source of in…
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In this episode we have special guest Jamil Damji who is an internationally renowned real estate investor and entrepreneur whose true passion is to empower others to create generational wealth through real estate. Jamil is the Co-founder of Keyglee, a nationally franchised real estate wholesaling outfit operating in 118 markets and counting. Additi…
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How much can you withdraw from your retirement and make it last?
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How much can you withdraw from your retirement and make it last? Ryan Herbert and Lawrence Kiely discuss recent reports from talking heads saying rates range from 4% to 8% annually and why that might not be right for you. They also talk about the age-old question of how much you need for retirement and if there is a set number, See omnystudio.com/l…
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What are the advantages to Roth conversions and when is the right time to begin? Ryan Herbert discusses how to take advantage of taxes when moving money in your retirement accounts. He also talks about how to create a personal pension and ways to retire as a federal employee. Start your tax savings today- schedule a call with us here: 📅 https://bit…
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The tax laws continue to shift and can create a problem when it comes time to file, but what can you do today to get ahead of the issue? Mike Canet and Lawrence Kiely discuss the proper way to implement a tax plan for your financial future. They also talk about how much money you need to save to cover medical expenses in retirement and why that num…
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They are calling it "Peak 65" but what does that mean? Mike Canet and Lawrence Kiely discuss the recent influx in retirees leaving the workforce. They also talk about the tax options that become available to you when you sell off real estate before or during retirement. See omnystudio.com/listener for privacy information.…
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Will retirement cause you to go up into a higher tax bracket? Ryan Herbert and Lawrence Kiely discuss the tax options that are available to you when you are going into and through retirement. They also talk about the impact of a Presidential Election on your financial future. See omnystudio.com/listener for privacy information.…
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Are you delaying your retirement? Did you know that you could be losing money because you're continuing to work? Ryan Herbert discusses the importance of retiring at the right time and how to evaluate your situation to know when to begin transitioning into retirement. See omnystudio.com/listener for privacy information.…
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Getting you to retirement is different than getting you through retirement. How does the role of your financial advisor change when you decide to stop working? Ryan Herbert discusses why you should shift your financial focus and the importance of a retirement plan. He also talks about Tiger Woods recent decision to leave Nike Golf and ways to keep …
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Media Mogul and Billionaire Tyler Perry shares his vision for retirement, and whether you're a federal employee or not, you might be surprised to know how similar his goals are to yours. Ryan Herbert explains the importance of having a complete financial plan and the relationship you and your family should have with the person managing your money. …
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A guide to retirement for Federal Government employees
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Are you a Federal Government employee thinking about retiring in 2024? Mike Canet and Ryan Herbert breakdown the tools available to you and the ways you can reach your financial goals in the next calendar year. See omnystudio.com/listener for privacy information.저자 Mike Canet
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Have you begun planning your child's financial future yet? Do you even know what options are available to you? Mike Canet breaks down some of the best ways to get started and explains how each option works. He also discusses the difference between a 529 plan and a Roth and the new tax brackets you will see in 2024! See omnystudio.com/listener for p…
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This holiday special is a compilation of Mike Canet's celebrity interviews which includes Jason Aldean, Tom Glavine, Warren Moon, Andrea Bocelli, Marshal Faulk, Bill Murray and more! They discuss Mike's favorite topic, their favorite meal from mom. See omnystudio.com/listener for privacy information.…
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Former NFL Quarterback Tom Brady says he is struggling to adjust in retirement, but is it really that difficult? Mike Canet talks about the phase of transitioning from the workforce and gives tips on how to create a successful retirement plan for your life goals. He also discusses what you should be doing with dead money and why paying less taxes i…
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What is "Fun-flation" and how can you make it a part of your retirement?
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What is "Fun-flation" and how can you make it a part of your retirement? Ryan Herbert discusses the importance of building experiences into your retirement plan that won't affect your overall plan. He also talks about the importance of tax planning for the future and what you should be doing with your 401(K) in today's market. Don't miss an episode…
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How have annuities changed for retirees? Mike Canet discusses one of the most important aspects of a financial plan in retirement and that is having the right tool for the right job. He breaks down how annuities have evolved over the years. He also thanks everyone who has been a part of the Prostatis team as they celebrate 20-years of service in th…
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How can a war affect your retirement and the market? Ryan Herbert discusses current geopolitical events and talks about how they could affect your portfolio. He also talks about the difference of a partial retirement and staying busy in retirement. See omnystudio.com/listener for privacy information.…
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WCBM host Bruce Elliott sits down with Mike Canet to discuss the future of retirement. They talk about the current tax rates and what changes are coming, how the outcome of the 2024 election could affect you financially, and the rising interest rates of the housing market. See omnystudio.com/listener for privacy information.…
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Learn what hasn’t changed with 401(K)'s over the last decade
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What can you do with your 401(K) now that you couldn't a decade ago? Ryan Herbert breaks down what changes you can make for retirement and how to do so in the most tax efficient manner possible. He also discusses famous magician David Copperfield and the option of continuing to work in retirement. See omnystudio.com/listener for privacy information…
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What amount of money means you're wealthy enough to retire?
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Ryan Herbert discusses how much money you need when you stop working. He also talks about figuring out what you want to do in retirement and how you're going to afford it, because after all, we'd all love, "The Jimmy Buffet" retirement plan. Find us now on YouTube! Subscribe to be notified of Shorts, our Video Podcast and more insights from the tea…
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The tough retirement questions you have to talk about with your family
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It's not always easy to talk to a family member about retirement, but what are the most important topics to discuss? Mike Canet and Ryan Herbert break these down to help start the process. They also talk about the Tax cuts and Jobs Act, a.k.a. the Trump Tax cuts, which will be sunsetting in 2025. What actions should you be making right now? See omn…
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How do wealthy people stay wealthy? Mike Canet and Ryan Herbert discuss the 4-step method that most wealthy individuals use to maintain their wealth. They also discuss how to reduce your taxes in retirement and Jay Leno talks about the financial plan he created years ago to set himself up for the future. See omnystudio.com/listener for privacy info…
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Will you outlive your life savings in retirement? Mike Canet discusses one of the greatest fears most retirees have, do I have enough money? He talks about the best ways to structure a your portfolio and how to withdraw your money in the most tax efficient manner possible. See omnystudio.com/listener for privacy information.…
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Risk, taxes, and fees…which one is growing in your 401(k)? Is it all three? Do you know how can you get rid the problem? Mike Canet and Ryan Herbert discuss the tools you need to be using today to find out what is in your portfolio so you can avoid disaster. See omnystudio.com/listener for privacy information.…
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When is the right time to access your 401(k)? Mike Canet and Ryan Herbert breakdown some of the most common mistakes people make when tapping into their 401(k). They also discuss how to sell a business in the most tax efficient manner possible, as well as what steps you should take before the sale. See omnystudio.com/listener for privacy informatio…
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A new survey shows that more than half of stay-at-home moms don’t have a retirement strategy. Are you creating a plan or leaving it in the hands of your spouse? Katherine Groce breaks down what she most commonly see's when a woman steps into her office looking to discuss their financial future. She also discusses the different thought processes bet…
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The MLB All-Star break is underway, we look at how teams are doing as they head towards the second half of the season, but when should you stop and look at your portfolio to make sure it’s heading in the right direction for a successful retirement? Ryan Herbert suggests the best time of the year to run an x-ray on your 401(k) and when should you st…
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You've received your last paycheck, so what now? Ryan Herbert discusses the transition from being in the workforce to finally saying you've retired. He also talks about working towards the freedom to retire on your own terms and how you should use your financial advisor as a tool for your portfolio. See omnystudio.com/listener for privacy informati…
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What is financial independence? Mike Canet celebrates the 4th of July by sharing tips and stories about some of his clients who have achieved financial independence in retirement. He also discusses what you should be doing right now to make sure you're not being over taxed. See omnystudio.com/listener for privacy information.…
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What do you need a financial advisor for? Mike Canet discusses the five reasons to hire an advisor and shares stories about how he’s been able to help his clients save on taxes. He also talks about how to utilize a deferred sales trust, where you should keep your money from a tax standpoint, and how to achieve the retirement you deserve. See omnyst…
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How much money do you need to retire? Is there a magic number? Ryan Herbert discusses how to set up a budget to show you if you’re on track. He also talks about the financial tips he received from his father and what role artificial intelligence plays in the Prostatis office. See omnystudio.com/listener for privacy information.…
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Do you have enough money to retire? Ryan Herbert breaks down the 5 most common mistakes made when it comes to finances in retirement. He also talks about the role both spouses should play when creating a plan and what to do if you outlive your significant other. See omnystudio.com/listener for privacy information.…
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Is there a successfully proven system when it comes to playing the market? Can you plan your retirement solely off stocks? Mike Canet discusses ways to look at investing for the future and how to avoid the vicious cycle of paying unnecessary taxes in retirement. See omnystudio.com/listener for privacy information.…
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What should you ask a financial advisor before giving them your money?
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What questions do you need to ask a financial advisor before giving them your life savings? Mike Canet breaks down what you need to know as a consumer to separate an average financial firm from a run of the mill box shop. He also discusses a new statistic regarding investing and your horoscope. See omnystudio.com/listener for privacy information.…
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How will your significant other be taken care of in retirement?
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A new study shows that over 50% of stay-at-home moms don't have a retirement strategy. Ryan Herbert discusses how you can build a plan as a couple to take care of one another in the occasion that one person passes away. He also talks about a professional golfer who had to give up over half of his winnings, thanks to taxes. Are you living in the mos…
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What is the first thing you should do when creating a retirement plan? Ryan Herbert discusses why creating an income plan that includes taxes is crucial to a successful retirement. He also talks about the significance as to why 59-and-a-half is such an important age and an NFL Quarterback shares some tips on how to save. See omnystudio.com/listener…
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