[Investment Choices] Life Insurance is only for older people. Life Insurance is just necessary for the ‘bread winner.’ Life Insurance is only important if you have a family…. FALSE. This episode couldn’t be more timely as we enter another pha

Living Will + Term Live Insurance | How protected are you for tomorrow?

Aug 11th, 2020 14m 42s

[Investment Choices] It is hard to discuss, sometimes uncomfortable, but how prepared are you for anything unexpected? Are you protecting your emotional, financial and physical needs properly? This week, I sit down to share with you the importa

The financial protection plan you need

Jul 28th, 2020 20m 34s

Have you heard of a risk management plan? You probably have insurance on your car, also on your house, so how are you protecting yourself and your finances? This week, I sit down with John Moyer of the Financial Marketing Group to discuss annu

Why Covid-19 has made planning essential

Jul 16th, 2020 14m 55s

We have another check in by our host, Michael Ecker. Mike leads us through a follow up conversation about Covid-19’s continued impact on you and your finances. To see the first podcast episode about the pandemic, check it out on our podcast we

How Covid-19 has changed senior housing for the better

Jun 25th, 2020 30m 2s

[Investment Choices] With two decades of experience in real estate and capital markets, James Rea joins me in discussing senior housing. “Senior housing is changing. The average age of communities for senior housing is 17 years old and it is n

How Covid-19 is increasing the demand for student housing - Jason Kjellson

Jun 11th, 2020 27m 51s

With Covid-19 still running its course globally, I sit down with Jason Kjellson to discuss a trending alternative investment: Student Housing. Student housing is simply housing set up for students enrolled in university, in an off-campus area

Alternative investments in your Financial planning during Covid-19

May 26th, 2020 17m 15s

This is a special Covid-19 Episode with host, Michael Ecker. “Financial planning is like building a house. You wouldn’t ask a roofer to put in your foundation. It takes a team.” During a time of fear and unknown, Michael sits down to discuss th

Why tangible assets are vital to investment portfolios - Donald Dee

Mar 17th, 2020 38m 30s

Episode SponsorInsurance & Financial Services Group (IFSG) is a full-service financial firm that specializes in alternative investments.Donald W. Dee is Director of the Financial Services Division of RCNH. Don has worked exclusively in the rar

Senior Housing Alternative Investment – Bill Boscow

Feb 17th, 2020 18m 49s

Bill has served in the retirement planning and asset management industry for over 35 years. During his career, he has served in various sales, marketing, and management roles in diverse companies. Bill received his BA from Middlebury College an

The Delaware Statutory Trust (DST) As An Alternative To A 1031 Exchange - Ben Carmona

Jan 7th, 2020 24m 33s

Ben Carmona has over 13 years of experience working with 1031 exchange – DST and alternative investments. Has built an extensive network of relationships serving in various capacities including sales management, acquisitions, product structurin

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