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  • Home
  • About Us
  • Services
    • Virtual Family Office
    • Retirement Planning
    • Tax Strategies
    • Estate Planning
    • Life Insurance
    • IRA Solutions
  • Alliances
  • Physicians
  • Business Owners
    • Succession Planning
  • Resources
    • Podcast
    • White Papers
    • News & More
    • Investor Education Series
    • Flash Reports
  • Contact Us

"Your Money Manual" Podcast
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Episode 24: Intrinsic Value and Replacement Cost: What You Don’t Know May Negatively Impact Your Investment Decisions

6/21/2019

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PictureRobert Ambrosi
Have you or someone you know ever attempted to sell an asset, and it wasn’t worth what you thought—or hoped—it was, so you put off the sale, but the asset continued to decline in value?  Did you get angry and eventually sell the asset at a loss, or did you hold on to the asset with the idea that its value would eventually increase again, but instead continued to decline? 
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On this edition of Your Money Manual, Vince Annable welcomes Robert Ambrosi, Chairman and CEO of ARCTRUST to talk about why investors often hesitate to sell their investments.  He’ll help us all to understand the important concept of intrinsic value as well as some guidelines that his firm uses to help determine the possible future value of an asset prior to making important investment decisions.  In addition, Vince and Mr. Ambrosi will shed some important light on another key concept—replacement cost—and why it should be an important consideration for investors when considering a real estate purchase.

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Episode 23: How to Know if Your Life is Financially Optimized

6/3/2019

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Most people are familiar with the term SEO, or have at least read it in the context of information pertaining to websites. Just as SEO--short for "search engine optimization"--is essential toward helping a business get noticed by potential customers on the internet, financial optimization can be critical toward helping you achieve your financial goals.  However, how exactly are you able to determine whether your life is financially optimized?  Glad you asked!  Vince Annable has devised a pop quiz to help you understand whether you're optimized or not, so sharpen your pencil, and listen intently with your thinking cap firmly on!

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Episode 22: SPECIAL: The Next Recession and How 5G Could Change Our Lives

5/17/2019

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​If you’re a regular consumer of financial news and daily market reports, chances are you’re starting to hear the prognosticators talk about warning signs on the horizon for the economy.  On this edition of “Your Money Manual,” Vince welcomes frequent CNBC and FOX Business contributor, Paul Dietrich, CEO of Fairfax Global Markets, to discuss his long-range view of the economy and his perspective on how close we may be to the next bear market phase. Also, Mr. Dietrich will share his thoughts on the power of 5G technology and how it has the potential to change the economy and lives around the world. 

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Episode 21: Compelling Reasons to Sprinkle a Little Hospitality Into Your Portfolio

5/7/2019

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On this edition of Your Money Manual, Vince Annable moves his ongoing conversation about alternative investments to the hospitality sector and why one class of hotel properties in particular offers some intriguing reasons for investors to consider this type of opportunity as part of a well-diversified strategy.  To gain more insight into the subject, Vince welcomes Mr. Greg Friedman, Managing Principal and CEO of Peachtree Hotel Group.

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Episode 20: Triple Net Lease Properties: What they Are and How They’re Advantageous to Long-Term Investors

4/29/2019

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​How many Starbucks or 7-Elevens or Walgreen’s do you pass in a day or in a week?  Did you ever give any thought to how many locations each of those companies actually owns?  The numbers may surprise you, but even more surprising are the advantages for those who invest in the REIT’s that include the properties leased by these and other top-of-mind consumer brands…which begs the question, what is a REIT?  Vince’s guest is another highly experienced veteran of the commercial real estate industry who will share his knowledge of Triple Net Lease REIT’s and why they are so attractive to qualified investors who are looking to further diversify and protect their portfolios with alternative investments.

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Episode 19: The Diversified, Long-term Strategy That Allowed a Teenager to Become a Successful Commercial Real Estate Investor

4/16/2019

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​Rinse and repeat are merely words. The truth is It takes a long time to do something really well, and on this edition of “Your Money Manual,” Vince Annable welcomes a gentleman who began his real estate investing career when he founded his company as a teenager in 1966.  Well over 50 years later, Francis Greenburger, CEO of Time Equities, Inc., maintains his long-term strategy to successful investing with a diversified portfolio of commercial properties in the U.S., Canada and abroad. Listen as he shares some his philosophy and valuable insight.  Trust us, it’s 14+ minutes of time well-spent! 

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Episode 18:  Self-Storage: A Unique Opportunity for the Diversified Alternative Investment Portfolio

4/8/2019

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​You rent a storage unit, fill it with stuff, and walk away. Right?  Many of us have done that.  But believe it or not, investing in self-storage is gaining in popularity among discerning investors looking for a stable opportunity to further diversify their portfolio.  So, what makes self-storage such a stable investment, and what are some of the advantages of self-storage over other more traditional forms of commercial real estate? William Leitner III, Managing Partner of LeitBox Portfolio Partners has the answers to those and other questions as he joins Vince on Show #18 of Your Money Manual!
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Episode 17: How to Generate Lifetime Pension-Like Income Without a Pension

3/28/2019

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​While pensions and defined benefit plans are no longer as prevalent as they used to be, it’s possible to generate regular income after you retire much like those pensions did for our parents and grandparents years ago.  The process of doing so is contingent on a retirement account you may already have and the use of the right annuities.  On this edition of Your Money Manual, Vince will help to clear the air about annuities and summarize how the process of creating lifetime pension-like income works without an actual pension.
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Episode 16: A Look at the Market, Volatility and Using Alternatives to Cushion the Ride

3/18/2019

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On this edition of "Your Money Manual with Vince Annable," we take a look ahead at the equities markets for the balance of 2019 and how alternatives may play a significant role in helping investors during the volatile times they may face along the way. To discuss all of this, Vince welcomes Andrew Tang, Executive Vice President and Chief Investment Strategist at Claraphi Advisory Network.
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Episode 15: Private Equity & Debt vs. Public Equity & Debt

3/5/2019

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​As an investor, you likely already invest in public equities—or stocks—either directly or through mutual funds in your retirement account. Private equity, on the other hand, may not occupy a place in your portfolio. Today on “Your Money Manual” show number 15, Vince Annable speaks with Matt Leiter, Sr. Vice President of Equity Markets at GK Development about the important differences between public and private equity and debt. Vince and his guest will also discuss why private equity and debt could become increasing more attractive to investors in light of current and future economic conditions. 
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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."

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