Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you …
Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners. Today, Jonathan Freeman is joined by John Parise and Michael Parise …
The single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class. In this episode, David Cariani is joined by Ted Conrads, co-founder and co-president of Colchis Capital. Ted shares background information on Colchis Capital, and explains how the single-family rental …
The Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election? Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implications if Joe Biden wins the Presidential Election in November. They discuss why you …
Private placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth. PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to …
Multi-family real estate can provide a tax-efficient wealth-building model for yourself and your family. But has COVID-19 impacted the market, and if so, how? Today, Derek Myron speaks with Mark Gleiberman, CEO of MG Properties about multi-family real estate, the tax implications of multi-family real estate, and the impacts of COVID on the multi-family real …
Businesses of all sizes face risk in the best (and worst) of economic times, and it’s important as a business owner to make sure that you are covered. In this episode, Jonathan Freeman is joined by Mark Sims from Captive Alternatives to discuss alternative insurance options for risk management and how business owners and entrepreneurs …
WINGs, NINGs, DINGs and ThINGs — yes, these are all real income tax strategies, but what do all these acronyms really mean, and how can this strategy help save you money in taxes? In this episode of Live Life Liberated, Kyle Malmstrom is joined by Levitzacks’ tax strategist Mark Morris to discuss the ING strategy—who …
For many high-income earners, the problem they face when it comes to saving for retirement is an inability to save enough money pre-tax to meet their retirement goals. Rather than utilizing an “off-the-shelf” solution, Centura shares how options exist to supersize their deductions in a Defined Benefits Plan. In this episode, Derek Myron speaks with …
The Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, is an economic law designed to address the financial impact of the COVID-19 pandemic. But how does this act provide support for entrepreneurs and business owners? Today, Kyle Malmstrom joins Ernst & Young partner Ken Van Damme to provide an update on the …