最高の Summit Wealth Strategies ポッドキャスト (2024)

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Top 5 investment opportunities for 2024 | #168 34:17

5d ago34:17

34:17

In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year. Register Now! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do n…

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Should You Rollover Your 401k Into an IRA? 17:29

9d ago17:29

17:29

Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today. Here’s what we discuss in this episode: 0:00 – Intro …

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Ep 244 - Midnight Taxi: Indie Filmmaking in the Pandemic with Bertie & Samantha Speirs 17:20

10d ago17:20

17:20

Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Bertie Speirs & Samantha Speirs, Filmmakers of Midnight Taxi Summary: In this episode, Geoffrey sits down with Bertie and Samantha Speirs, the dynamic filmmakers behind the indie thriller Midnight Taxi, to discuss their journey into independent filmmaking, how the pandemic…

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The Impact of Variables on the "4% Rule" 18:31

11d ago18:31

18:31

The conversation discusses the 4% rule in retirement planning and its viability. It explores the variables that affect the rule, such as individual financial situations, assets, expenses, and inflation rates. The importance of having a plan and monitoring assets closely is emphasized. The conversation also highlights the need for a second opinion a…

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The psychology of investing: Overcoming emotional biases | #167 42:12

12d ago42:12

42:12

Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing? Register Now! Money Insights is a strategic planning firm that i…

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Don't miss the Invest with Benefits Virtual Summit | #166 23:25

19d ago23:25

23:25

Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup o…

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Is Social Security Going to Run Out? 17:53

23d ago17:53

17:53

One of the most common questions we get is about Social Security and whether it’s going to run out. If you only read headlines, it seems to be a valid concern. But what’s the reality of the situation and how does it impact you when it’s time to file for Social Security? Here’s what we discuss in this episode: 0:00 – Intro 1:43 – 2024 Trustees Repor…

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Inherited IRA Changes You Need to Know About 16:00

1M ago16:00

16:00

Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for…

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How much is the right amount of life insurance? | #165 45:09

1M ago45:09

45:09

How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …

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How to execute the Investment Optimizer strategy | #164 46:01

1M ago46:01

46:01

Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…

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The Future of Social Security and Potential Changes 24:18

1M ago24:18

24:18

This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sour…

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AI for You vs. AI for Everyone - Custom AI for your Multifamily Company 44:41

1M ago44:41

44:41

Prepare to unlock the secrets of next-gen AI solutions tailored to your business needs. Our latest episode features a conversation with Patrick Antrim, Founder & CEO of nectarflow.com and Chairman of the Multifamily Innovation® Council who reveals how integrating large language models with company-specific information can solve unique business chal…

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Custom AI is Transforming Business Workflows and Marketing Strategies 44:34

1M ago44:34

44:34

Are you ready to transform your business with custom AI solutions? In this episode, we make a bold claim: tailored AI can revolutionize your company's workflow and brand communication. We'll dissect the competitive landscape of artificial intelligence with insights into how major players like OpenAI and Anthropic are pushing boundaries to deliver s…

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Ep 243 - The Life of a Homicide Detective with Mike Hammond 20:56

2M ago20:56

20:56

Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Mike Hammond, Retired Homicide Detective and Host of Detective Story Podcast Summary: In this episode, Geoffrey D. Calhoun welcomes retired homicide detective Mike Hammond. They delve into the intricacies of being a homicide detective, the challenges of communication in in…

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Multifamily Success with Rachel Kish 24:57

1M ago24:57

24:57

In this episode of the Multifamily Innovation® Podcast, Lauren Stinson welcomes Rachael Kish, Vice President of Operations at Asset Living. Rachael, a Multifamily Innovation® Council member and a speaker at the upcoming Multifamily Women® Summit in September, shares her inspiring career journey and insights into the multifamily industry. Rachael be…

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Do I really need a traditional financial advisor? | #163 59:03

2M ago59:03

59:03

Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…

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Deferring Taxes on Highly Appreciated Assets 29:36

2M ago29:36

29:36

In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…

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Retirement Income Illusions: The 401k Myth Exposed | #162 46:48

2M ago46:48

46:48

Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retireme…

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Ep 242 - From Community Backing to Theatrical Release: TJ Noel-Sullivan's 'Midas' 24:35

2M ago24:35

24:35

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: TJ Noel-Sullivan, Writer and Director of "Midas" Summary: In this episode, Geoffrey D. Calhoun sits down with TJ Noel-Sullivan, the writer and director of the new film "Midas." They discuss TJ's journey into filmmaking, the inspiration behind "Midas," the ch…

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Multifamily Investment Success with Ed Bailey: Strategy, Management, and Technology Insights 28:44

2M ago28:44

28:44

Get ready to unlock the secrets to successful real estate investment with Ed Bailey, the managing partner of Vision Capital Partners and Chief Capital Officer at nectarflow™. Ed’s journey from Wyoming to New York and back to Utah is filled with invaluable lessons that shaped his approach to finance and business. He'll discuss how first impressions …

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Rethinking higher education | #161 38:56

2M ago38:56

38:56

Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options. Money Insights is a strategic planning firm that is…

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Navigating AI Hype: Real Benefits for Multifamily Operators 37:47

2M ago37:47

37:47

Imagine navigating the AI landscape with the same confidence as you would the dot-com era. What key strategies can multifamily owners and operators learn from this parallel? Join us as we unpack this thought-provoking comparison, exploring the exponential growth of AI driven by breakthroughs in PC, internet, mobile, and cloud technologies. We disse…

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Ep 241 - From Concept to Tubi: Discussing "Rumors" with Nicole Vernarec & Matthew Darcy Vieira 18:41

2M ago18:41

18:41

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guests: Nicole Vernarec, Showrunner; Matthew Darcy Vieira, Producer Summary: In this episode, Geoffrey D. Calhoun sits down with showrunner Nicole Vernarec and producer Matthew Darcy Vieira to discuss their journey of creating the show "Rumors" and getting it onto …

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High-Stakes Multifamily Investment Strategies and Wealth Creation Insights with Sal Buscemi 43:35

2M ago43:35

43:35

On this episode of the Multifamily Innovation® Show, Sal Buscemi, Managing Partner & Co-Founder of Brahmin Partners and author of "Investing Legacy: How the 0.001% Invest," joins us for an eye-opening discussion on high-stakes investment strategies. Find out how the 0.001% manage their portfolios and the principle-led strategies that underpin succe…

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The DNA of a successful business | #160 43:06

2M ago43:06

43:06

There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business. Money Insights is a strategic planning firm that is founded on the …

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Multifamily Operator Insights with AI & Automation Expert Patrick Antrim 1:02:06

2M ago1:02:06

1:02:06

Discover the inspiring journey of Patrick Antrim, the visionary founder of nectarflow.com, as he transitions from the high-stakes world of professional sports to the multifamily real estate industry. Patrick's early influences in real estate come from his grandmother, but his unexpected career with the New York Yankees provides him with invaluable …

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Combatting Popular Excuses For Poor Financial Decision-Making 16:23

2M ago16:23

16:23

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Whether it’s procrastination, fear of market crashes, or misunderstanding Social Security…

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Accounts Receivable Management for Multifamily Housing 28:35

2M ago28:35

28:35

In this episode of the Multifamily Innovation® Podcast, host Patrick Antrim sits down with Lynn Musil, CEO and Co-Founder of Pay Ready. Lynn shares his journey in the multifamily industry and the innovative solutions his company provides for managing post-move-out rent collections. The conversation delves into the origins of Pay Ready, highlighting…

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Addressing the Challenge of Inflation 15:48

2M ago15:48

15:48

Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…

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Managing Market Volatility and the Need for a Cash Position 16:51

2M ago16:51

16:51

In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DI…

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Attitude and Gratitude: Keys to Success and Happiness 15:13

2M ago15:13

15:13

Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…

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Understanding Inflation and Its Impact on Prices 23:05

2M ago23:05

23:05

Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …

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Mitigating the Impact of Interest Rates and Inflation on Investments 23:12

2M ago23:12

23:12

In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…

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Creating your personal investment philosophy | #159 34:05

3M ago34:05

34:05

This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and bu…

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The Beauty of Simplicity When Planning For Retirement 15:37

3M ago15:37

15:37

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. So, in today’s episode, we’ll talk about the beauty of straightforward financial planning. Here’s what we discuss in this episode: 0:00 – Intro 0:46 – The 80/20 retirement formula 2:26 – How financial planning ge…

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Ep 240 - Inside the Shudder Original: Nightwatch Demons Are Forever with Ole Bornedal 21:02

3M ago21:02

21:02

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: Ole Bornedal, Writer and Director of Nightwatch and Nightwatch Demons Are Forever Summary: In this episode, Geoffrey D. Calhoun interviews Ole Bornedal, the acclaimed writer and director behind the cult classic "Nightwatch" and its upcoming sequel "Nightwatc…

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AI: The New Multifamily Value Add 35:21

3M ago35:21

35:21

On today's episode, Patrick Antrim, CEO of nectarflow.com and Chairman of the Multifamily Innovation® Council, brings his perspective on leveraging AI and technology in the multifamily industry to reposition properties. Patrick emphasizes that the core purpose of multifamily investments is to create value, both for investors seeking yields and for …

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Getting To Know Your Host, Erik Bowman 12:24

3M ago12:24

12:24

Welcome back to Uncommon Cents, where Eric Bowman of Bowman Financial Strategies brings clarity to the world of financial planning. We're back with a revamped version of the show on YouTube and all your favorite podcast streaming platforms. We have a lot of exciting content coming your way- but first, let’s get to know your host! Here’s some of wha…

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Mythbusting 2.0, Part II | #158 34:09

3M ago34:09

34:09

The wait is over! Part 2 of our mythbusting series is here. We started with 21 myths compiled from a combination of Christian's brain and ChatGPT. In part one, we mythbusted 8 of them. This week, we're hitting 6 more. From transparency to the cost of investing, tune in to hear the truth. Money Insights is a strategic planning firm that is founded o…

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Ep 239 - Marketing Strategies for Screenwriters with Chris Brennan 25:29

3M ago25:29

25:29

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: Chris Brennan, Screenwriter and Marketing Expert Summary: In this episode, Geoffrey Calhoun welcomes Chris Brennan, a screenwriter and marketing expert, to discuss the intersection of screenwriting and marketing. Chris shares his journey from co-directing hi…

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Invest with Benefits: The 5 Key Benefits | #157 32:31

3M ago32:31

32:31

This week, we get to share a message we're really excited about that we've been crafting and re-crafting to perfect for you all. We're talking about the five key benefits to our whole Invest with Benefits philosophy. Plus...an exciting announcement! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" pr…

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Insights into AI-Driven Strategies for Multifamily Success 1:05:47

3M ago1:05:47

1:05:47

Discover how AI and innovation are driving critical transformations in the multifamily industry and the strategies every executive needs to implement now. In this episode, Patrick Antrim introduces Lauren Stinson, Vice President of Strategic Marketing and Media for Multifamily Leadership. Patrick and Lauren dive deep into the intricacies of multifa…

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Ep 238 - Marc Guggenheim on Arrow and Crafting Iconic TV Pilots 24:06

3M ago24:06

24:06

Host: Geoffrey D. Calhoun Host and Best Selling Author of 'The Guide For Every Screenwriter' Guest: Marc Guggenheim Legendary Showrunner of Arrow, Flash, and Legends of Tomorrow Summary: In this episode, Geoffrey D. Calhoun welcomes back legendary showrunner Marc Guggenheim to discuss his experience crafting some of the most iconic TV pilots of our…

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The future of FinTech and its impact on investing | #156 43:25

3M ago43:25

43:25

This week we're talking about money, technology, and the future of FinTech. FinTech is not brand new, but we are at a pivotal point in time where we’re really seeing it take off and the things that it can do for us and could do for us in the future. Tune in to hear an honest conversation about cryptocurrency, robo-advisors, and Big Hero 6. Money In…

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Transforming Tech From Startup to Industry Powerhouse 45:24

3M ago45:24

45:24

What does it take to transform a two-person startup into a powerhouse in the high-speed internet industry? Join us as Sean Gorman, owner and CEO of Safety Net Access, unveils his remarkable journey. From pioneering in hospitality to expanding into multifamily units and commercial properties through their division, Amicus Networx, Sean shares how hi…

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Mythbusting 2.0 | #155 48:31

3M ago48:31

48:31

Today we are setting the clock back and doing some good old fashioned mythbusting. We have a list of 21 myths we are going to break down. Does high risk always equal high reward? Are alternative investments too risky? In this episode, we discuss debt, startups, and much more. Money Insights is a strategic planning firm that is founded on the princi…

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Long-term Planning for Long-term Care | #154 44:34

4M ago44:34

44:34

This week, we're talking about a topic that affects a lot of people. However, it's one that we tend not to think about until we start to get older. That's right. We're talking about long-term care insurance and long-term planning, specifically about the pros and cons of actually using long-term care insurance versus its alternatives. Money Insights…

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AI for Multifamily Innovation and Data-Driven Success 1:14:55

4M ago1:14:55

1:14:55

In this episode of the Multifamily Innovation® Podcast, host Patrick Antrim engages with Mukund Chopra, a serial entrepreneur and early investor in companies like Groupon and Slack. Mukund shares his insights on leveraging technology and data to enhance business efficiency in the multifamily industry. The conversation delves into the core purpose o…

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Ep 237 - Rod Blackhurst on Directing "Blood for Dust" 22:28

4M ago22:28

22:28

Host: Geoffrey D. Calhoun, Best Selling Author of The Guide For Every Screenwriter Guest: Rod Blackhurst, Director of "Blood for Dust" Summary: In this episode, Geoffrey D. Calhoun sits down with Rod Blackhurst, the talented director behind the gripping film "Blood for Dust." Starring Kit Harington, Scoot McNary, Josh Lucas, and Stephen Dorff, this…

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Unlocking Success: Lessons from Money Insights | #153 51:56

4M ago51:56

51:56

Our past few episodes have been really focused on concepts and principles. This week, we're loosening the reins and talking about some of the key factors that really helped us differentiate ourselves and get an edge in the competition. From embracing technology to upholding transparency, we hope these strategies will help you find success as well! …

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