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Showing episodes and shows of
Kelly Berenbaum
Shows
Not Your Average Investor Show
402 | Why Average Americans Are Losing When Saving For Retirement (And How To Win With Real Estate)
The stats around retirement in America are appalling. Too many people are reaching retirement age with too little cash flow to allow them to retire comfortably.But the members of our Not Your Average Investor are on a different path. They are taking control of their retirement goals by looking beyond the conventional 401k.That's why we're bringing two of them on the show to share their strategy for a comfortable retirement so YOU don't have to settle for the average!On this week's show we'll be joined by Kelly Berenbaum and Lee Bis...
2024-06-24
1h 08
Money and Mortgages Podcast
Financial Planning Essentials for Business Owners (with Kelly Berenbaum, CFP®)
#businessowners #moneyandmortgages #financialplanning In this episode, host Adam Coleman interviews Kelly Berenbaum, a Certified Financial Planner™ and founder of Blue Tree Financial, about financial considerations for business owners. They discuss Kelly's flat fee financial planning model, tailored specifically for business owners, and the advantages it offers over traditional asset management. Kelly shares her insights on the importance of business entity structures, retirement planning options, and exit strategies. They also explore tax planning differences between business owners and W2 employees, and the significance of treating a business as a primary asset while balancing personal financial go...
2024-06-06
28 min
Not Your Average Investor Show
294 | Why Financial Advisors Won't Recommend Rental Properties w/ Kelly Berenbaum
Having a financial plan is crucial to reaching your goals, and the right financial advisor is the teammate you need to make the right plan for you.But while the data shows that real estate is the number one wealth creator for American, very few average investors have ever had a financial advisor help them add that to their portfolio.That's why we've been searching everywhere for a financial advisor that doesn't think like an average investor to come on the show and help us understand why this is happening!Enter Kelly Berenbaum.
2023-04-17
1h 14
PeerPOV: The Pulse on Medicine
inDEPTH: A Look At Osteoarthritis
Welcome to this episode -our 50th episode!- of Physician’s Weekly podcast. I am your host, Dr. Rachel Giles, from Medicom Medical Publishers, in collaboration with Physician’s Weekly. Today’s episode takes an inDEPTH look at osteoarthritis, a condition that affects more than 32 million adults in the United States. “Wear and Tear arthritis” has been in the news lately, because despite being the most frequent reason for activity limitation in adults, a new study has found that walking can ward off knee pain for people with osteoarthritis. Education, exercise, and weight loss are cornerstones of management, complemented by NSAIDs...
2022-07-06
15 min