© 2022 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall

Episode 94 - Ken Carberry - The SECURE Act: Part II

May 1st, 2020 51m 56s

Episode 93 - Coleman Benson - The SECURE Act

May 1st, 2020 52m 1s

Episode 92: Federal Benefits and Financial Planning

May 1st, 2020 55m

Episode 90 - Jonathan Easley - Mortgage and Home Wealth Strategy

Sep 27th, 2019 56m 43s

Wallace Smith, ChFC® talks with Jonathan Easley of Catalyst Lending. Topics include the housing market, mortgage strategy, Jonathan's background, Investment Real Estate, and Veteran's Benefits and VA loans.

Episode 89 - Pam Nevil - Institutional Investing and How to Think About The Market

Jul 21st, 2019 48m 10s

Wally Smith, ChFC™ and Pam Nevil of Eqis Capital Management have a discussion on the right mindset when approaching the idea of investing in the stock market. Wally and Pam also share some insights into the idea of institutional level investing

Episode 88 - Real Estate Investment 3 - Brad Watt

Jul 7th, 2019 55m 3s

Wally Smith, ChFC® and Brad Watt discuss techniques and strategies for approaching the idea of real estate investment. They delve into the world of financial planning through the real estate lens.

Episode 87 - Strategies for Investing with Real Estate

Jun 2nd, 2019 55m 5s

Brad Watt is back by popular demand. In this episode, host Wallace Smith, ChFC® interviews Brad Watt about some unique, forward-looking strategies that could be a solution for highly appreciated real estate. *Ridgegate Financial is a Registered

Episode 86 - Strategies for Stock Market Turbulence

May 13th, 2019 55m 8s

Wally Smith, ChFC® discusses strategies and mindset to approaching the topic of stock market turbulence. Are you worried about a volatile stock market? This show is for you!

Real Estate Investments and 1031 Exchange with Brad Watt

Apr 22nd, 2019 52m 5s

In this episode, Wally Smith and Brad Watt discuss some specific strategies to approaching Real Estate Investments and the 1031 rule.

Brad Watt Part 2 - 1031 Exchanges and Real Estate

Oct 8th, 2018 52m 44s

This episode is a continuation of the very popular episode on real estate and 1031 exchange strategies going into retirement with special guest Brad Watt.

Dave Marr - Invenica - 30 September 2018

Oct 1st, 2018 52m 18s

Guest appearance from Dave Marr, MBA and serial entrepreneur. He has been practicing in the world of real estate investment for years. His company, Catalyst lending, serves as a Catalyst for positive change in the lives of clients offering mean

Brad Watt Part 1 - 1031 Exchange and Real Estate Strategies

Sep 24th, 2018 53m 48s

Tune in to one of our most popular episodes of When The Paychecks Stop™ to hear host Wally Smith, ChFC® and Brad Watt of KB Exchange discuss some high-level strategies for dealing with highly appreciated real estate assets in retirement.

Sep 16, 2018

Sep 17th, 2018 53m 13s

Sep 9, 2018

Sep 10th, 2018 53m 47s

Sep 2, 2018

Sep 3rd, 2018 53m 38s

Aug 26, 2018

Aug 27th, 2018 54m 9s

Aug 19, 2018

Aug 27th, 2018 54m 16s

Aug 12, 2018

Aug 13th, 2018 53m 10s

Aug 5, 2018

Aug 6th, 2018 53m 18s

July 29, 2018

Jul 31st, 2018 53m 38s

July 15, 2018

Jul 16th, 2018 53m 18s

July 1, 2018

Jul 2nd, 2018 53m 51s

Geordy Smith - Rising Interest Rate Strategies - Bond Alternatives - 24 June 2018

Jul 2nd, 2018 53m 50s

In this episode of When The Paychecks Stop™, Wally Smith, ChFC® and Geordy Smith, MBA discuss the prospect of the Federal Reserve raising interest rates and the implications it could have on traditional portfolio allocation in retirement.