We recently held a webinar for our clients exploring how COVID-19 is affecting the vacation home market. We spoke with with an experienced real estate developer to hear his thoughts about how vacation home markets have responded to prior recess

Post-COVID Outlook for Commercial Real Estate Owners and Investors

Dec 14th, 2020 35m 19s

How has COVID-19 impacted the value of commercial real estate? What does this mean for business owners and real estate investors?Recently, we co-hosted a webinar for our clients with Matt Call, the founder of NavPoint Real Estate Group - one of

2020 Post-Election Analysis

Nov 30th, 2020 57m 16s

Our recent election could have significant impact on the economy, jobs, taxes, government debt, and the stock market. What are the implications for you and your family? We recently held a webinar for our clients about the Presidential and Congr

Outlook on the Election – How Could it Affect the Stock Market and Tax Rates?

Oct 19th, 2020 1h 5m

Recently, we held a webinar for our clients to discuss the outlook for each presidential candidate and the potential impact of their proposed policies on the stock market, the economy, and tax rates. We interviewed veteran political reporter,

How Bad Could it Get?

Jun 30th, 2020 46m 41s

In early June, we held a webinar for clients to discuss how the COVID-crash could affect business owners, executives, and retirees. Each of these groups faces different challenges to their future and wealth as they deal with the impact of COVID

Creating a Retirement Paycheck - with Steve Walters

Nov 18th, 2019 38m 9s

In our final episode for 2019, veteran journalist Steve Walters joins Eric to discuss the nuances of income in retirement.Links to Topics Mentioned in this Episode:Junk Bond Performance in 2008Current Junk Bond RatesWant to see more of Steve Wa

The Cocktail Party Episode

Nov 4th, 2019 45m 29s

"What do You Think About Bitcoin?" "Should I invest in Gold as a Hedge Against Inflation?" "Will Social Security go away?"In this episode, Eric & Michelle talk about some of the most popular investment and finance questions that Eric is asked a

How to Grow A $1,000,000 Business - with Jeff Prager

Oct 21st, 2019 40m 32s

We are thrilled to welcome our friend Jeff Prager, the founder of Cash Flow Engineering. Jeff is an accomplished speaker, author, serial entrepreneur and a retired CPA and helps small businesses achieve improved cash flow in 90 days or less usi

Investment Strategy Smackdown - with Scott Mardy

Oct 7th, 2019 27m 14s

If you have ever wanted to do a deep dive into the technical aspects of investing, then you won't want to miss this episode.Scott Mardy, Vice President and Investment Strategist at Dimensional Fund Advisors, joins us to analyze the pros and con

Tax Planning for Executives - with Dan Seff

Sep 23rd, 2019 36m 11s

We are thrilled to have Dan Seff with national tax firm CBIZ join us in the studio. In this episode, we'll talk about planning for the risks inherent in illiquid company stocks and harvesting those assets in a tax efficient way.Dan & Eric also

Current Events 2.0 - with Steve Walters

Sep 9th, 2019 34m 35s

How do current events impact the financial markets? With almost 50 years of experience as a hard-hitting career journalist, Steve Walters (who Eric also has the privilege of calling "dad") interviews Eric about about China, trade wars, tariffs,

9 Things You May Not Know About Your 529 Plan - with Brennan Hannon

Apr 29th, 2019 22m 20s

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. [from SEC.gov] While you may already be contributing to a 529 plan, Brennan Hannon enthusiastically unearths some of the nuances of this saving

See What Happens When This New York Times Reporter Shows Up at an Annuity Dinner

Apr 23rd, 2019 43m 21s

If you've ever been curious about the way that financial advisors get paid, then this episode is a must-listen. Eric and Michelle start their discussion with an article from the New York Times - "We Went to a Steak Dinner Annuity Pitch. The Sal

The Business of Being in Business with Dennis Guse

Apr 15th, 2019 43m 22s

You’ve worked hard to build your business, working nights & weekends with a “whatever it takes” mindset. Now, after all these years building your company, you’d like to take some time away from the business. But can your company survive without

Volatility & Current Events with Steve Walters

Apr 5th, 2019 42m 44s

Advanced Tax Planning Strategies with David Ickovic

Apr 4th, 2019 44m 2s

We are excited to welcome our friend David Ickovic, founder and principal of Ickovic & Company, a CPA firm that has provided high-net-worth individuals, successful business owners, and C-suite executives with advanced tax, accounting and busine

What Is 'Moneyed'?

Apr 4th, 2019 9m 33s

Moneyed: adj. mon·eyed /ˈmənēd 1: Having money 2: Consisting in or derived from money 3: WealthyEric and Michelle Walters, co-founders of SilverCrest Wealth Planning, address advanced financial topics for successful executives and business ow

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