최고 Vince Annable 팟캐스트 (2024)

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Episode #40: What Makes An Elite Wealth Planner Elite? 19:13

4y ago19:13

19:13

If you'd like to watch the video version of this episode, simply click over to our YouTube channel. If you like us, click the Subscribe button! There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, …

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Episode #39: What financial stress tests can say about your wealth planning strategy 18:48

4y ago18:48

18:48

If you'd like to watch the video version of this episode, check us out on YouTube here and subscribe to our channel! If you’re building your Optimal Financial World, you’ll want to consider a stress test—for your money. It's what the super and ultra rich do frequently to help them prior to making important financial decisions that could impact the…

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Episode #38: Why Commercial Real Estate Continues to Impress 16:23

4y ago16:23

16:23

You can also check out the video version of this podcast on our YouTube Channel! As residential real estate continues to hold its own throughout the pandemic-drive recession, what about commercial real estate? As an investor should you consider adding this alternative investment right now as a diversifier in your portfolio? Who better to ask than a…

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Episode #37: How Affluent Investors Can Benefit From Having Their Own Virtual Family Office 23:43

4y ago23:43

23:43

In the part 4 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFOs to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families…

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Episode #36: The Real Impact of Coronavirus on the Markets, the Economy and Your Portfolio 28:55

4y ago28:55

28:55

When it comes to investing, your money doesn't come with instructions, so our goal here is to educate and inform you on a variety of wealth management topics to help you make important decisions when it comes to your assets. If you like what you hear, please subscribe to our feed! After their pandemic-fueled plunge, stocks have for the most-part re…

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Episode #35: How the Virtual Family Office is Helping the Average Affluent Investor 16:32

4y ago16:32

16:32

In the second of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince begin a multi-part discussion of the Virtual Family Office. No longer must individual investors or families need a minimum of $150 million to qualify for the elite level of service that the old Single (or Private) Family Offices require…

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Episode #34: The Growing Attraction and Availability of Private Equity as a Long-term Investment 13:37

4y ago13:37

13:37

The world of private equity continues to open up to more regular investors, with opportunities in industries poised for long-term growth. You’re about to find out what one of those industries is as you learn more about PE in general Host Vince Annable speaks with Brian Buehler, Principal and Board Member of Tasty Brands LP about this trending inves…

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Episode #33: "Your Optimal Financial World" Part 1 of 5: How to Build Strong Relationships so Everyone Wins 13:30

4y ago13:30

13:30

Are you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince, share some ideas from Mr. Prince's new book, Everyone Wins!, that may help you build the success and financial well-being you’re striving to achieve. As you may know, Vince Annable is …

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Show #32 - Senior Housing--A Trending Investment Sector With a History of Growth 19:50

4y ago19:50

19:50

Unlike the "retirement homes" of old, baby-boomers today have more choices than our grandparents did when it comes to deciding on a desirable residence they can live out--and enjoy--the rest of their lives. Today's senior housing developments offer residents resort-like amenities. Moreover, they offer investors with a unique opportunity for portfol…

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Show #31 - Finally! Previewing Vince's New Book About The Household Endowment Model 19:28

4+ y ago19:28

19:28

After a tremendous amount of planning, research, some late nights, and thousands of cups of espresso, Vince's book, The Household Endowment Model--Wealth Planning for Affluent Families, has been released to a fair amount of acclaim, becoming a Best Seller on Amazon in its first 2 weeks. On this edition of YMM, Vince gives you a preview of the book …

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Show #30 - How Can You Get Family Office Benefits Without the Family Office? 8:52

4+ y ago8:52

8:52

Most of us have dreamt at one time or another (likely when we were younger!) about having such a well-rewarded life that we had staff to look after our every need. In reality, those wealthy individuals among us with net worths in the hundreds of millions of dollars are able to afford a team--or family office--to manage all of their financial affair…

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Show # 29 - How Qualified Opportunity Zones Benefit Investors and Communities 16:52

4+ y ago16:52

16:52

In many regions throughout the United States, developers are working on projects to revitalize underserved and low-income communities, and in the process, creating jobs and economic growth through increased income and tax revenues. Many of these projects are in what the federal government calls Qualified Opportunity Zones, which may present qualifi…

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Show # 28 - America’s Energy Independence Means Opportunities for Investors 14:08

4+ y ago14:08

14:08

After decades of reliance on the Middle East and other foreign suppliers to meet our nation’s tremendous appetite for gas and oil, the U.S. has quickly emerged as one of the world’s top producers of these commodities bringing the country closer to the goal of complete energy independence. Private energy companies are stepping up to play a large rol…

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Show #27 - Common Estate Planning Issues That Can Cause Problems for Your Loved Ones 14:19

5y ago14:19

14:19

You may have a very carefully-crafted estate plan that includes a well-detailed trust, but that same trust may include inconsistent language that may make it difficult to properly transfer your assets to your heirs according to your wishes when you’re gone. On this edition of “Your Money Manual,” host Vince Annable welcomes estate planning attorney…

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Show #26 - Why More People Are Investing in Private Companies Not Correlated to the Stock Market 9:43

5y ago9:43

9:43

In our follow-up discussion to our recent chat with Arthur Levine, we dig deeper to find out why private equity and private debt are two of the most significant components of the U.S. economy. We also discuss the reason why private equity provides investors with significant opportunities to diversify their portfolios which is particularly important…

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Show #25 - Private Equity's Role in The Household Endowment Model® and What Makes One PE Firm Different From Many Others 14:56

5y ago14:56

14:56

You may have read or heard us talk about how private equity is becoming more attractive to high net worth investors looking to protect their portfolios against risk in public markets. Today we'll revisit the topic of private equity's role in The Household Endowment Model®. Also, our guest will help us to understand how not all private equity firms …

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Show #24 - Intrinsic Value and Replacement Cost: What You Don’t Know May Negatively Impact Your Investment Decisions 12:27

5y ago12:27

12:27

Have you or someone you know ever attempted to sell an asset, and it wasn’t worth what you thought—or hoped—it was, so you put off the sale, but the asset continued to decline in value? Did you get angry and eventually sell the asset at a loss, or did you hold on to the asset with the idea that its value would eventually increase again, but instead…

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Show #23 - How to Know if Your Life is Financially Optimized 9:40

5y ago9:40

9:40

Most people are familiar with the term SEO, or have at least read it in the context of information pertaining to websites. Just as SEO--short for "search engine optimization"--is essential toward helping a business get noticed by potential customers on the internet, financial optimization can be critical toward helping you achieve your financial go…

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Show #22 - SPECIAL: The Next Recession and How 5G Could Change Our Lives 21:27

5y ago21:27

21:27

If you’re a regular consumer of financial news and daily market reports, chances are you’re starting to hear the prognosticators talk about warning signs on the horizon for the economy. On this edition of “Your Money Manual,” Vince welcomes frequent CNBC and FOX Business contributor, Paul Dietrich, CEO of Fairfax Global Markets, to discuss his lon…

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Show #21 - Compelling Reasons to Sprinkle a Little Hospitality Into Your Portfolio 13:12

5y ago13:12

13:12

On this edition of "Your Money Manual," Vince Annable moves his ongoing conversation about alternative investments to the hospitality sector and why one class of hotel properties in particular offers some intriguing reasons for investors to consider this type of opportunity as part of a well-diversified strategy. To gain more insight into the subje…

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Show #20 - Triple Net Lease Properties: What they Are and How They’re Advantageous to Long-Term Investors 22:41

5y ago22:41

22:41

How many Starbucks or 7-Elevens or Walgreen’s do you pass in a day or in a week? Did you ever give any thought to how many locations each of those companies actually owns? The numbers may surprise you, but even more surprising are the advantages for those who invest in the REIT’s that include the properties leased by these and other top-of-mind con…

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Show #19 - The Diversified, Long-term Strategy That Allowed a Teenager to Become a Successful Commercial Real Estate Investor 14:28

5y ago14:28

14:28

Rinse and repeat are merely words. The truth is It takes a long time to do something really well, and on this edition of “Your Money Manual,” Vince Annable welcomes a gentleman who began his real estate investing career when he founded his company as a teenager in 1966. Well over 50 years later, Francis Greenburger, CEO of Time Equities, Inc., mai…

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Show #18 - Self-Storage: A Unique Opportunity for the Diversified Alternative Investment Portfolio 19:30

5y ago19:30

19:30

You rent a storage unit, fill it with stuff, and walk away. Right? Many of us have done that. But believe it or not, investing in self-storage is gaining in popularity among discerning investors looking for a stable opportunity to further diversify their portfolio. So, what makes self-storage such a stable investment, and what are some of the advan…

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Show #17 - How to Generate Lifetime Pension-Like Income Without a Pension 8:27

5y ago8:27

8:27

While pensions and defined benefit plans are no longer as prevalent as they used to be, it’s possible to generate regular income after you retire much like those pensions did for our parents and grandparents years ago. The process of doing so is contingent on a retirement account you may already have and the use of the right annuities. On this edit…

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Show #16 - A Look at the Market, Volatility and Using Alternatives to Cushion the Ride 12:14

5y ago12:14

12:14

On this edition of "Your Money Manual with Vince Annable," we take a look ahead at the equities markets for the balance of 2019 and how alternatives may play a significant role in helping investors during the volatile times they may face along the way. To discuss all of this, Vince welcomes Andrew Tang, Executive Vice President and Chief Investment…

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Show #15 - Private Equity & Debt vs. Public Equity & Debt 21:19

5y ago21:19

21:19

As an investor, you likely already invest in public equities—or stocks—either directly or through mutual funds in your retirement account. Private equity, on the other hand, may not occupy a place in your portfolio. Today on “Your Money Manual” show number 15, Vince Annable speaks with Matt Leiter, Sr. Vice President of Equity Markets at GK Develop…

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Show #14 - Retail Real Estate: A Flourishing Alternative Investment Opportunity 13:15

5+ y ago13:15

13:15

As online shopping continues to grow, investors can take heart that brick-and-mortar retail remains alive and well, particularly where “necessity retail” is concerned. Those are your neighborhood shopping centers where you’ll find your grocery store, hair salon, pet supply, stationery store, dry cleaner and donut shop, among other merchants. On thi…

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Show #13: How We Built the Liquid Portion of The Household Endowment Model Portfolio 12:59

5+ y ago12:59

12:59

You may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform …

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Show #12 - Income Investments NOT tied to the Stock Market? Yes! 16:08

5+ y ago16:08

16:08

If you’ve been listening to Your Money Manual, you’ve heard us discuss the opportunities that exist in long-term alternative investments that are not connected to the ups and downs of the equities markets. However, if you’re looking to add income, you’ll be interested to learn more about alternative income investments that also are not correlated …

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Show #11 - Succession Planning for Business Owners—Why Starting Early is Critical 22:53

5+ y ago22:53

22:53

Whether you’re the owner of a new start-up operation or a long-established family business, the eventual successful sale or transition of your company will depend on how well-prepared your exit strategy is. On this edition of “Your Money Manual,” host Vince Annable welcomes Trent Erickson, Founding Partner of Legacy CPA’s, back to the program to b…

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Show #10 - Wealth Strategies for Business Owners and Medical Practice Owners 15:18

5+ y ago15:18

15:18

Business owners and medical professionals who own their own practices are in a unique position from a wealth management standpoint. While they enjoy the advantages that business ownership affords them, their families and their future heirs, the same privilege comes with tremendous risk to their assets. If you’ve ever wondered just how protected yo…

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Show #9 - Owning Farmland Can Be Good For Your Portfolio (and without all the chores!). 18:41

5+ y ago18:41

18:41

When we think about investing in real estate, we think about vacation homes, businesses or vacant plots of land in desirable locations with huge potential. Chances are, however, you never think of farm acreage. Today, on Your Money Manual Show number 9, Vince Annable speaks to one of the nation’s foremost experts—David Gladstone, president of Glads…

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Show #8 - How the Virtual Family Office Benefits Affluent Investors and Households 15:06

5+ y ago15:06

15:06

Extremely wealthy individuals and families with hundreds of millions of dollars in assets often have the advantage of being able to hire a staff of professionals to establish a “family office” in order to manage all financial matters related to their business and personal wealth. Fortunately, the same services that have been available only to the “…

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Show #7 - DST: 3 Little Letters That Can Mean Big Tax Advantages for Sellers of Appreciating Investment Property 15:27

5+ y ago15:27

15:27

Many investors cringe at the thought of selling appreciating assets out of fear of the potentially high taxes they’ll likely pay on their capital gains. However, thankfully, times are changing, and so has the tax code, particularly where the sale of highly appreciated investment property is concerned. On this edition of Your Money Manual, Vince Ann…

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Show #6 - 'Tis the Season...for Tax Planning. 26:24

5+ y ago26:24

26:24

The holidays are upon us, and as we make our year-end plans, the last thing you may want to think about is your taxes—or more specifically, preparing yourself for how much you may need to pay in income taxes. So why not think of things differently this year? On this edition of Your Money Manual, host Vince Annable welcomes Trent Erickson, co-founde…

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Show #5 - Venture Capital: The Truth. The Risks. The Rewards. 16:36

5+ y ago16:36

16:36

Venture Capital, VC, venture. Whatever you call it, venture capital may be the most dynamic, yet misunderstood, of all asset classes. While it certainly isn’t for everyone (we’ll explain why), venture capital investments can be of tremendous benefit to an investor’s portfolio when the stock market ride gets rough, and then, long after that. To tell…

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Show #4 - The Many Attributes of Private Investments and Why Investors Should Consider Them Now 16:01

5+ y ago16:01

16:01

You may by familiar with private investments, and you may include them in your own portfolio, but they remain a mystery to many investors who may consider them off limits or simply too risky. On this edition of Your Money Manual, Vince Annable breaks it all down for you as he talks about how private and public investments differ and how private inv…

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Show #3 - Due Diligence: How the Best Investment Managers are Selected for The Household Endowment Model® 15:23

5+ y ago15:23

15:23

On this this third installment of Your Money Manual, Vince talks about the painstaking approach taken in the selection of investments for the alternative investment-rich Household Endowment Model portfolio. What makes these investments different from those that most average investors can find and select for themselves? We’ll share what we’ve learn…

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Show #2 - A Wealth Management Process That Works Broken Down Into Simple Steps 14:35

5+ y ago14:35

14:35

On this edition of Your Money Manual, we discuss some of the common mistakes that investors make when choosing a professional to manage their money. Then, host Vince Annable walks you step-by-step through a comprehensive wealth management process that puts investors’ needs first.

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Show #1 - Learning From the 2007-2009 Financial Crisis to Build a New Kind of Wealth Management Platform 16:25

5+ y ago16:25

16:25

In this inaugural segment of Your Money Manual, Host Vince Annable, CEO of Wealth Strategies Advisory Group and creator of The Household Endowment Model® talks about the purpose of the program. You'll also learn how the performance a major university endowment inspired the creation of a unique wealth management platform that helps protect--and in s…

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