If you’ve been listening to Your Money Manual, you’ve heard us discuss the opportunities that exist in long-term alternative investments that are not connected to the ups and downs of the equities markets. However, if you’re looking to add income, you’ll be interested to learn more about alternative income investments that also are not correlated to stocks. On this edition of YMM, Vince Annable and his guests will introduce you to private credit and why it may be something you’ll want to investigate more closely to meet your investment income requirements.
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Whether you’re the owner of a new start-up operation or a long-established family business, the eventual successful sale or transition of your company will depend on how well-prepared your exit strategy is. On this edition of “Your Money Manual,” host Vince Annable welcomes Trent Erickson, Founding Partner of Legacy CPA’s, back to the program to begin a discussion of what the early stages of succession planning entail and why it’s never too soon for business owners to begin planning their exit.
Episode #10: Introduction to Wealth Strategies for Business Owners and Medical Practice Owners1/21/2019 Business owners and medical professionals who own their own practices are in a unique position from a wealth management standpoint. While they enjoy the advantages that business ownership affords them, their families and their future heirs, the same privilege comes with tremendous risk to their assets. If you’ve ever wondered just how protected you and your wealth are, listen as we begin an ongoing conversation on wealth strategies for business owners to help you preserve and protect what you’ve worked so hard to earn.
Episode #9: Got Any Farmland in Your Investment Portfolio? Maybe You Should Think About It.1/14/2019 When we think about investing in real estate, we think about vacation homes, businesses or vacant plots of land in desirable locations with huge potential. Chances are, however, you never think of farm acreage. Today, on “Your Money Manual” Show number 9, Vince Annable speaks to one of the nation’s foremost experts—David Gladstone, president of Gladstone Land Corporation—about how a growing number of investors are turning to his company’s farmland REIT to further diversify their portfolios.
Extremely wealthy individuals and families with hundreds of millions of dollars in assets often have the advantage of being able to hire a staff of professionals to establish a “family office” in order to manage all financial matters related to their business and personal wealth. Fortunately, the same services that have been available only to the “super rich” are now available to more “merely affluent” investors. So what does that mean exactly? Vince will answer that question and tell you about the benefits of a “virtual” family office on this edition of Your Money Manual.
Many investors cringe at the thought of selling appreciating assets out of fear of the potentially high taxes they’ll likely pay on their capital gains. However, thankfully, times are changing, and so has the tax code, particularly where the sale of highly appreciated investment property is concerned. On this edition of Your Money Manual, Vince Annable will introduce you to an exciting long-term tax strategy that could relieve you from the unpleasantness of a major tax hit for many years to come.
The holidays are upon us, and as we make our year-end plans, the last thing you may want to think about is your taxes—or more specifically, preparing yourself for how much you may need to pay in income taxes. So why not think of things differently this year? On this edition of Your Money Manual, host Vince Annable welcomes CPA Trent Erickson to discuss some unique and tested tax planning strategies that could help you keep a significant amount of your money, rather than sending it to Uncle Sam.
Venture Capital, VC, venture. Whatever you call it, venture capital may be the most dynamic, yet misunderstood, of all asset classes. While it certainly isn’t for everyone (we’ll explain why), venture capital investments can be of tremendous benefit to an investor’s portfolio when the stock market ride gets rough, and then, long after that. To tell you why, host Vince Annable welcomes venture capital expert, Carter Williams, founder of iSelect Fund. It’s worth 16 minutes of your time, so listen, learn, and share with others!
Episode #4 - The Many Attributes of Private Investments and Why Investors Should Consider Them10/31/2018 You may by familiar with private investments, and you may include them in your own portfolio, but they remain a mystery to many investors who may consider them off limits or simply too risky. On this edition of “Your Money Manual,” Vince Annable breaks it all down for you as he talks about how private and public investments differ and how private investments can add diversity and stability to your portfolio over the long term.
Episode #3: Due Diligence – Separating the Wheat From the Chaff With the Needs of Investors at Heart10/17/2018 On this this third installment of “Your Money Manual,” Vince talks about the painstaking approach taken in the selection of investments, specifically as they relate to The Household Endowment Model®. What makes these investments different from those that most average investors may be able to find and select for themselves? We’ll share what we’ve learned from some of the top-ranked university endowments that help guide these important decisions.
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About the Show
If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions." Archives
February 2019
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