Shows
Money Talk with Ed and ChuckWho's Talking?2023-11-2430 minMoney Talk with Ed and ChuckSkin in the Game2023-10-1727 minMoney Talk with Ed and ChuckAttorney Fees2023-10-1733 minMoney Talk with Ed and ChuckTransitioning the Family Assets2023-10-1727 minMoney Talk with Ed and ChuckThe Perfect Value Investor2023-10-1730 minMoney Talk with Ed and ChuckWealth Accumulation, Taxes, and Distributions2023-10-1726 minMoney Talk with Ed and ChuckInvesting in Troubled Times2023-10-1731 minMoney Talk with Ed and ChuckZero Wealth to Substantial Wealth with Joseph B. Anderson, Jr.2023-10-171h 00Money Talk with Ed and ChuckConflicts2023-10-1727 minMoney Talk with Ed and ChuckAsset Volatility2023-10-1725 minMoney Talk with Ed and ChuckPicking Stocks2023-10-1724 minMoney Talk with Ed and ChuckPsychological Thriller-Giving and Getting Wealth2023-10-1726 minMoney Talk with Ed and ChuckCash In-Cash Out Statement2023-10-1725 minMoney Talk with Ed and ChuckFuture of the Profession2023-10-1722 minMoney Talk with Ed and ChuckKeeping Score, Disclaimers2023-10-1728 minMoney Talk with Ed and ChuckTransfer Taxes, Investing, etc.2023-10-1739 minMoney Talk with Ed and ChuckInternal Revenue Service Audits2023-10-0943 minMoney Talk with Ed and ChuckThe Risk Reward Profile of Various Individual Investors2023-10-0940 minMoney Talk with Ed and ChuckFear and Greed-The Outrageous Percentage Charge2023-10-0950 minMoney Talk with Ed and ChuckESOP, Cash Balance Pension Plan with Guests David Paauwe2023-10-0939 minMoney Talk with Ed and ChuckAccumulation Tax and Transfer Tax2023-10-0958 minMoney Talk with Ed and ChuckWhat Makes a Bank a Good (or Bad) Investment w/ Gordon Honegger2023-10-0954 minMoney Talk with Ed and ChuckHow Not For Profit Organizations Make Money with John MorrisSpecial guest John Morris, CEO and president of the Peoria Riverfront Museum, joins Ed and Chuck to discuss profitablity for non-profits.2023-10-0934 minMoney Talk with Ed and ChuckFederal and Estate Tax Exemptions for Charitable Organizations with John D. Colombo$6,000,000 for doing nothing. A hospital CEO's job description. Leeches and blood letting is still practiced in most hospitals. Penicillin changes everything. Where are all of the candy stripers? Should Aaron Rogers work in a hospital? No one knows where your donations will end up. 2023-10-0254 minMoney Talk with Ed and ChuckSurprise GivingFree luch, dinner, and football tickets. The poor man's opportunity to be charitable. Unsolicited advice. Kill the messenger. Bill Gates needs people to know how much he gives. Polish people have no money. Why would you want a building named after you?2023-09-2733 minMoney Talk with Ed and ChuckValuations with guests Neil Gerber and Glen BirnbaumFeel good, you're in love. What's the value of anything? 3 people, 3 different values. Valuations for the government. C corps and S corps. Covid becomes a big diemma. 2023-09-2736 minMoney Talk with Ed and ChuckMultiple MarriagesIs polygamy a good idea? After two marriages you should have learned your lesson. Everyone likes to not be trusted. "Honey, let's start a business together". Everyone is greedy. Prenups, why not?2023-09-2733 minMoney Talk with Ed and ChuckSibling Rivalry in the Business SettingDivorces are the greatest source of revenue. Powder kegs are all around the family. How much money are you earning on my money? Pete and Charlie shouldn't own a business together. I want my name on a building.2023-09-2735 minMoney Talk with Ed and ChuckForms of Business OrganizationsShould I set up a corporation? "Muffins by Sue" Buy a new pair of shoes. Watch out for academic excellence. Should I get NetJets? Where's my limo? Shine my shoes.2023-09-2736 minMoney Talk with Ed and ChuckCharitable GivingThere are too many taxes. 40% tax. I just lost $2,500,000. Tax free income is the way to go. Jeff Bezos pays no income tax, nor should you. It never makes sense to pay a tax. Don't give anything away during your lifetime.2023-09-2641 minMoney Talk with Ed and ChuckNathan GunnEd interviews world-renowned singer, Nathan Gunn. 2023-09-2647 minMoney Talk with Ed and ChuckA Lawyers Stock and Trade: Fear, Greed, Government and Revenge with Kevin Evans Esq.Ed and Chuck interview Kevin Evans Esq., a nationally recognized, Colorado-based trial attorney.2023-08-1444 minMoney Talk with Ed and ChuckThe Required Minimum Distribution Suspension and Investing in Volatile TimesNever pre-pay a tax. The IRS gets it eventually. You need money to live. Day trading. It's exspensive to die. Ed likes Apple and Home Depot. Chuck likes everything.2023-08-1442 minMoney Talk with Ed and ChuckGive It-When, How, and to WhomLawyers love family fights. Revenge is a dish best served by lawyers. In-laws don't matter. Earning money is a bad drug. Farmers don't know what they own. Plowing snow for $50,000. Ask a farmer how. Jack, the dog, picks winning stocks better than all financial advisors. Ed still doesn't have a new car. Follow your passions. 2023-08-1449 minMoney Talk with Ed and ChuckWealth Transfer TaxEd might give $15,000 to all Chicago Bears fans. Does Chuck have 150 descendants? Someday. Should I write a check to my 50 grandkids? No The IRS always changes the rules. Should your spouse be a US citizen? Maybe Amateur errors that professionals make. Voluntary taxes. Volunteer not to pay them. The only absolute. Don't die in Maryland. Are taxes punishment for earning money? Yes 2023-08-1434 minMoney Talk with Ed and ChuckSocial Security, Payroll Tax, and Wealth TaxThe art of giving it away. Magic number $11,579,999.99 Everybody is trying to take your money. 12 million dollar toothpaste. Chicken feed. Give it all to charity? Dancing with Ted Lewis. Who wouldn't want to? Win the lottery. Hide the cash in your basement closet. Free income for all? Artists living in barns. Good, bad, and spacious. No more payroll tax. Jobs are expensive. 2023-08-1450 minMoney Talk with Ed and ChuckPrivate Equity Investments with Thomas BagleyEd and Chuck interview thefounder of Pfingsten Partners. pfingsten.com2023-08-0854 minMoney Talk with Ed and ChuckIndividual Retirement Account-Better Than Sliced BreadDissolving a professional corporation. The dreaded double tax. $9.8 trillion Buy a sliced bread factory. Bad ideas never vanish. Everyone gets a 6% pay raise. There is no secret sauce. Ed's dog picks stock winners better than an investment adviser. Greek myths and the Internal Revenue Code. Charlie Chaplin was married 5 times.2023-08-0850 minMoney Talk with Ed and ChuckApartments as Investments with Dave Leman, CPA, CPMShould you invest in apartments? Location, location, location. Don't sell your apartments, even after you die. Cap rates. Wind farms, solar farms, and good old-fashioned corn growing farms. The farmer says "you gotta eat". Only fall in love with dogs. The Economist says "no one should own a home, but keep buying our magazine". Kids aren't buying homes or cars. Apartments bring in a lot of cash. Exit strategies. Ed says, "kids will not listen". 2023-08-0846 minMoney Talk with Ed and ChuckThe Stress Free Path to Mega Bucks Part 2Forget dealing drugs. Open up a hospital. Hospital CEO's coined the phrase "laughing all the way to the bank". The Me Too Movement. Hospital CEO's want special treatment when they get a manicure. Dogs receive better treatment than people. No one knows how much a new knee costs. Becoming a doctor doesn't equal financial freedom. In short, don't get sick and don't go near a hospital. 2023-08-0842 minMoney Talk with Ed and ChuckThe Stress Free Path to Mega Bucks Part 1The eternal optimist. "What do you do?" Some custodians clean floors, some make buckets of money. It's not hard for Ed to be surrounded by bright people. Jack Welch was a celebrity. It might rain frogs. The old guys have long tongues and all of the green. 25 million gets you premium content. The 4 delususions. Challenge executives at an open meeting. Snake in the shirt trick. Ed and Chuck are interested in a $400,000 vacation package. Who re-decorated their office for $1.2...2023-07-2444 minMoney Talk with Ed and ChuckFees, Costs, and ExpensesIt's not Peter, Paul, and Mary stealing from you. The 12b-1. Investment advisors secret money machine. 3 proven ways to steal a clients money. Should you learn Chinese? Returning phone calls. Hiding fees behind bonds. Quick. Who says this? "I can steal your money and shine your shoes" Chuck likes low-skilled investment advisory firms. You don't need Chucks permission. 40 year old technology. Who told Bernie? 15 shiny new cars. One for Ed? Nope. 2023-07-2438 minMoney Talk with Ed and ChuckActive vs Passive InvestingSail your yacht and do nothing. The most infamous investment manager quote, "I will make you a multi-millionaire when you retire". The investment managers 1% skim-trick debunked. "My best friend is an investment manager." Should anyone ever say that? Car dealers and investment advisers mentioned in the same sentence. Hidden clue? "I'm a stock broker". Do people still say that? Investment advisors earned a lot of blurbs on this episode. Too many? Not enough?2023-07-2437 minMoney Talk with Ed and ChuckStarting, Buying, and Selling of a BusinessThe most fascinating topic ever. Start a squirrel flying school. Banks don't loan money. Convinvce your family to work for free. Custodians have it made. How many times can you visit your grandkids? Pickleball anyone? American's are punished for working. Ed is run over by another truck. Lobster pot revisited. The ladies want a free ride in Ed's Buick.2023-07-2443 minMoney Talk with Ed and ChuckCash Balance Pension PlanThe greatest thing since sliced bread. The cash balance pension plan. Everyone understands quantum physics. Protect your assets. People don't do what they should. I have a house in Nevada and Boca Raton. I own a bunch of cats. I'm Jay Leno. Live within your means. Chasing high income from wages is foolish. One paycheck a year. Borrow money. Take the leap. Few do.2023-07-1331 minMoney Talk with Ed and ChuckDefined Benefit PlanAvoid income tax on over $300,000 of earned income. The best kept secret of the tax code. The old-fashioned pension plan. Politicians keeping numbers under wraps. Too much confusion. The best thing since sliced bread revealed on the next episode.2023-07-1312 minMoney Talk with Ed and ChuckSpecial Individual Account PlanESOP's Lawyers and accountants can't make hay from this. Everyone can have skin in the game. United Airlines and the Chicago Tribune. Avoiding taxes. The 80-20 rule reveals itself again. How can you determine the value of anything? Lose your job and your retirement tanks. Bad day. Putting eggs in one basket. Directors should have a lot of skin in the game. How much? Spending other people's money. Ed and Chuck might be run over by a...2023-07-1335 minMoney Talk with Ed and ChuckDefined Contribution PlansEd and Chuck differentiate between the various qualified arangements. Defer as much as you possibly can. We are not looking to scratch anyone's back. "Ed you are an obnoxious SOB but your results aren't too bad".2023-07-1334 minMoney Talk with Ed and ChuckTax Qualified ArrangementsDeferring self gratification. Protect your money from creditors. IRA's are great for divorces. Don't pay Obamacare tax, payroll tax, or income tax. Don't invest your money, invest someone else's. Don't be a blockhead.2023-07-1323 minMoney Talk with Ed and ChuckRole of AdviserWhat happened to the term "stock brokers"? Financial planners, investment advisers, investment managers. Same? Different? Exploitative? You win they win. You lose they win. Quants of the World. Ed is watching out for car bombs. Whoring both sides of the street. No back scratching. Accountants, family members, attorneys, and plumbers. None of these people should manage your money. Look both ways when crossing the street.2023-07-1347 minMoney Talk with Ed and ChuckInvestment ProcessEd and Chuck elaborate on the investment process. 200 years of success. The 80-20 rule shows up again. Create leverage with debt. There are no pockets in shrouds. Fun mathematical principals with Chuck. The magic of compounding interest. If you want to lose money, leave it in your checking account. Inflation is real. Hidden fees in all insurance products. Tread water with gold investments. Can people teach cows how to fly?2023-07-1351 minMoney Talk with Ed and ChuckWhy Income Taxes MatterThe worst income source. Aaron Rodgers makes a zillion and his life is being threatened. CEO's are custodians. How many cars can you drive? How many pairs of shoes can you wear? Fool's errands. Ed's old car. How much does happiness cost. Don't be a blockhead. IRA's and ESOP's Teaching dogs to solve quadratic equations. Long-term capital gains. Die with debt.2023-07-1340 minMoney Talk with Ed and ChuckForms of Business Corporations and CombinationsShould I form a corporation for a business I am starting? Corporations as liability shields. Jeff Bezos ran over my dog. Sue Amazon and Jeff. No corporate or business organization can insulate you from liability. Accounting magic tricks. Lobsters in a pot. Reach in and get burned. Congress doesn't want you to work. 2023-07-1134 minMoney Talk with Ed and ChuckAsset AccumulationBecoming part of a tribe. Everyone wants a friend. Get a dog. Default to the truth. What are your concerns, what are your fears? Focus on the journey. Where are you going? What is your destination? Are you better today than yesterday?2023-07-1135 minMoney Talk with Ed and ChuckDetermining Your Risk-Reward LevelThe 80/20 Rule. Debt as a moral failing? Budgets? "I have no debt and I have no cash". Psychology of investing. Fear of failure. Losing, winning, not even in the game. Getting to know yourself. 2023-07-1136 minMoney Talk with Ed and ChuckInvestment Assets Defined2023-06-2032 min