Are you looking into the steps to becoming a self-storage business owner? There are many steps involved, with much work ahead. We have our guest today who can share his knowledge and his journey in the real estate investing and self-storage business. Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a…
Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities
What is an 831(B) plan?
Have you ever wondered what is 831 b plans are? and how it differs from other plans? We have our guest today who will give an overview of the 831 b plan and its benefits. Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing…
Do’s and Don’ts of Self Storage with Paul Moore of Wellings Capital
Investing in self-storage is a smart idea that can provide you with a lot of good benefits and experiences. But, with many different factors involved, it’s hard to know where to start and what you need to do before (or after) making an investment. This is your opportunity to learn as Paul Moore of Wellings…
Mind the Behavior Gap
A financial market is a place where many enter and fail to find their footing. This episode will teach you how to take advantage of good markets and why you NEED to be an active trader. The market will show you great opportunities if you only know where to look. In this episode, Dave talks…
The BIGGEST Tax Deduction for Small Practice Owners and 1099 Physicians
Are you looking for a substantial tax deduction? If the answer is YES and you’re an independent contractor or you’re a small practice owner, then this is something you should look into. In this episode, Dave talks about… What are benefit plans? The basics of defined contribution plan VS. the defined benefit plan Explanation of defined contribution plans…
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……
The SUPER Back Door Roth
The Super Backdoor Roth IRA is one of the easiest ways to get more money into a Roth IRA. So, if you want to learn more then make sure to check this out! In this episode, Dave talks about… The easy ways to have money grow tax-free and come out tax-free in retirement? What is…
The Front-Door and Back-Door Roth
The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today. In this episode, Dave talks about… The front door and backdoor Roth IRA What is the limit to contributing outright to a Roth IRA?…
A Journey in Self Storage with Jeremy and Jennifer Perkins
There are many questions to be answered when considering real estate investment. So, we have our guests today who have a passion for helping people and real estate reach their highest and best use. Jeremy and Jennifer are serial entrepreneurs, and they understand what it takes to build companies and real estate from the ground…
Mark Livingston’s Journey in Real Assets
Investing might sound like a simple concept and it is, but at the same time, it’s the hardest thing you’ll ever do. So in today’s episode, I would love to introduce you to someone that can educate us when it comes to investing. He is someone that started with a corporate career and really kind…
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