Shows
To The Point - Home Services PodcastYou Don't Have To Pay All The Taxes Planning to sell your business or just sold? Hearing that you're going to have to pay 30% or more in taxes? What if we told you that simply wasn't true…We welcome Vince Annable, CEO and Founder of VFO Advisory Group to talk about how business owners can successfully navigate taxes, estate planning, retirement and more to MAXIMIZE how much money they're keeping for themselves and their families. YouTube | Instagram | Facebook | TikTok 00:00 Intro 4:47 Tell us a little about your history 8:50 Give us an overview of the financial services you offer 11:10 What is the...
2023-07-0450 min
The Intelligent Investing Podcast#114: Vince Annable; The Household Endowment ModelSummary
Most investment portfolios look the same, comprised of 60 percent stocks and 40 percent bonds, and each portfolio moves with the rollercoaster of the stock market.
Vince Annable, best-selling author of The Household Endowment Model is here to show an alternative investment method that doesn't leave you whiplashed.
Modeled after the Yale Endowment Model, The Household Endowment Model is a similarly diversified, non-correlated investment strategy for individuals and families, enabling them to make private, institutional-style investments with minimums in the $50-$100k range, rather than in the millions.
By putting your money into alternative investments such as private equity, venture capital, real estate...
2020-08-0632 min
Your Money Manual with Vince AnnableEpisode #40: What Makes An Elite Wealth Planner Elite?If you'd like to watch the video version of this episode, simply click over to our YouTube channel. If you like us, click the Subscribe button!
There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, that's beginning to change. On this final segment of our 5-part series with Russ Alan Prince on building Your Optimal Financial World, you'll learn...
1) What elite wealth planning is. (02:42)
2) Why elite wealth planning...
2020-07-1719 min
Your Money Manual with Vince AnnableEpisode #39: What financial stress tests can say about your wealth planning strategyIf you'd like to watch the video version of this episode, check us out on YouTube here and subscribe to our channel!
If you’re building your Optimal Financial World, you’ll want to consider a stress test—for your money. It's what the super and ultra rich do frequently to help them prior to making important financial decisions that could impact their overall wealth planning strategy. What is a financial stress test, who needs it, and why is it important? In this 4th part of a 5-part series of discussions, host Vince Annable talks with renowned consulta...
2020-06-2918 min
Your Money Manual with Vince AnnableEpisode #38: Why Commercial Real Estate Continues to ImpressYou can also check out the video version of this podcast on our YouTube Channel!
As residential real estate continues to hold its own throughout the pandemic-drive recession, what about commercial real estate? As an investor should you consider adding this alternative investment right now as a diversifier in your portfolio? Who better to ask than a nearly 40-year expert in the sector? On this segment of Your Money Manual, host Vince Annable welcomes William A. Shopoff, founder and CEO of Shopoff Realty Investments to discuss the current state of commercial real estate and the future prospects...
2020-06-1916 min
Your Money Manual with Vince AnnableEpisode #37: How Affluent Investors Can Benefit From Having Their Own Virtual Family OfficeIn the part 4 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFOs to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families no longer need a minimum of $150 million to qualify for such a high level of service. VFOs are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions.
Vince Annable is...
2020-06-1623 min
Your Money Manual with Vince AnnableEpisode #36: The Real Impact of Coronavirus on the Markets, the Economy and Your PortfolioWhen it comes to investing, your money doesn't come with instructions, so our goal here is to educate and inform you on a variety of wealth management topics to help you make important decisions when it comes to your assets. If you like what you hear, please subscribe to our feed!
After their pandemic-fueled plunge, stocks have for the most-part recovered, and now that the economy is slowly opening back up, where do we go from here? Paul Dietrich, noted CNBC and FOX Business contributor and Chief Investment Strategist at B Riley Wealth Management shares his views...
2020-06-0228 min
Wellness for Financial GrownupsFinancial Grownup Guide: 5 alternative ways to invest like the wealthyWealthy grownups use strategies to invest that are aimed at not just growing assets but also protecting their wealth in turbulent times, like we are currently experiencing with the coronavirus pandemic. Vince Annable walks us through his theories and previews his new book: The Household Endowment Model- Wealth Planning for Affluent Families. For more information, visit the show notes at https://www.bobbirebell.com/podcast/vinceannable
2020-05-2615 min
Your Money Manual with Vince AnnableEpisode #35: How the Virtual Family Office is Helping the Average Affluent InvestorIn the second of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince begin a multi-part discussion of the Virtual Family Office. No longer must individual investors or families need a minimum of $150 million to qualify for the elite level of service that the old Single (or Private) Family Offices required. Virtual Family Offices (VFO's) are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions.
As you may know, Vince Annable is the CEO of Wealth Strategies Advisory G...
2020-05-2216 minYour Money Manual with Vince AnnableEpisode #34: The Growing Attraction and Availability of Private Equity as a Long-term InvestmentThe world of private equity continues to open up to more regular investors, with opportunities in industries poised for long-term growth. You’re about to find out what one of those industries is as you learn more about PE in general Host Vince Annable speaks with Brian Buehler, Principal and Board Member of Tasty Brands LP about this trending investment topic. On this edition of the program, you'll learn:
1) The important differences for investors between private equity vs public securities and private equity's increasing availability to investors. (Timestamp 02:13)
2) Some of the ways that investors can partici...
2020-05-1813 minYour Money Manual with Vince AnnableEpisode #33: "Your Optimal Financial World" Part 1 of 5: How to Build Strong Relationships so Everyone WinsAre you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince, share some ideas from Mr. Prince's new book, Everyone Wins!, that may help you build the success and financial well-being you’re striving to achieve.
As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model®. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in add...
2020-05-0813 min
Your Money Manual with Vince AnnableShow #32 - Senior Housing--A Trending Investment Sector With a History of GrowthUnlike the "retirement homes" of old, baby-boomers today have more choices than our grandparents did when it comes to deciding on a desirable residence they can live out--and enjoy--the rest of their lives. Today's senior housing developments offer residents resort-like amenities. Moreover, they offer investors with a unique opportunity for portfolio diversification in a real estate sector that is exploding nationwide. To fill you in with the details that matter, Vince Annable speaks with senior housing development expert, Robert Bourne, Founder and CEO of Bourne Financial Group.
2020-04-0219 min
Your Money Manual with Vince AnnableShow #31 - Finally! Previewing Vince's New Book About The Household Endowment ModelAfter a tremendous amount of planning, research, some late nights, and thousands of cups of espresso, Vince's book, The Household Endowment Model--Wealth Planning for Affluent Families, has been released to a fair amount of acclaim, becoming a Best Seller on Amazon in its first 2 weeks. On this edition of YMM, Vince gives you a preview of the book by discussing a few of its focal points, while emphasizing its practical application for wealthy investors who wish to optimize their wealth management pursuits.
2019-12-2119 min
Money Matters Top Tips with Adam TorresAdam Torres interviews Vince Annable, CEO & Founder at Wealth Strategies Advisory Group and creator of The Household Endowment ModelAdam Torres interviews Vince Annable, CEO & Founder at Wealth Strategies Advisory Group and creator of The Household Endowment Model in this episode.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:
https://www.moneymatterstoptips.com/podcastguest
2019-12-0614 min
Your Money Manual with Vince AnnableShow #30 - How Can You Get Family Office Benefits Without the Family Office?Most of us have dreamt at one time or another (likely when we were younger!) about having such a well-rewarded life that we had staff to look after our every need. In reality, those wealthy individuals among us with net worths in the hundreds of millions of dollars are able to afford a team--or family office--to manage all of their financial affairs. The question is, why are the benefits of a family office not available to other affluent investors who may not fall into the "super-rich" category? Believe it or not, they are. On this edition of "Your Money Manu...
2019-10-1608 min
Your Money Manual with Vince AnnableShow # 29 - How Qualified Opportunity Zones Benefit Investors and CommunitiesIn many regions throughout the United States, developers are working on projects to revitalize underserved and low-income communities, and in the process, creating jobs and economic growth through increased income and tax revenues. Many of these projects are in what the federal government calls Qualified Opportunity Zones, which may present qualified investors with important tax advantages for their asset protection strategies. To discuss the details of Qualified Opportunity Zones, how they work and who can benefit, Vince Annable again welcomes Matt Leiter, Sr. Vice President Equity Markets at GK Development.
2019-09-2716 min
Your Money Manual with Vince AnnableShow # 28 - America’s Energy Independence Means Opportunities for InvestorsAfter decades of reliance on the Middle East and other foreign suppliers to meet our nation’s tremendous appetite for gas and oil, the U.S. has quickly emerged as one of the world’s top producers of these commodities bringing the country closer to the goal of complete energy independence. Private energy companies are stepping up to play a large role in this resurgence, and that’s creating opportunities for investors to play their own important part in shaping America’s energy future, particularly where natural gas is concerned. On this edition of Your Money Manual, Vince Annable welcomes M...
2019-09-1214 min
Your Money Manual with Vince AnnableShow #27 - Common Estate Planning Issues That Can Cause Problems for Your Loved OnesYou may have a very carefully-crafted estate plan that includes a well-detailed trust, but that same trust may include inconsistent language that may make it difficult to properly transfer your assets to your heirs according to your wishes when you’re gone. On this edition of “Your Money Manual,” host Vince Annable welcomes estate planning attorney, J. Alan Soelberg who’ll discuss the problem of improper titling of assets along with other common issues and what you can do to correct them before it’s too late.
2019-08-3014 min
Your Money Manual with Vince AnnableShow #26 - Why More People Are Investing in Private Companies Not Correlated to the Stock MarketIn our follow-up discussion to our recent chat with Arthur Levine, we dig deeper to find out why private equity and private debt are two of the most significant components of the U.S. economy. We also discuss the reason why private equity provides investors with significant opportunities to diversify their portfolios which is particularly important during late market cycles. Dana Goldstein, Levine Leichtman Capital Partners’ Managing Director of Client Relations joins Vince Annable to address the key takeaways from this subject. Both Vince and Dana will also preview an important wealth planning event coming up Scottsdale.
2019-08-1509 minYour Money Manual with Vince AnnableShow #25 - Private Equity's Role in The Household Endowment Model® and What Makes One PE Firm Different From Many OthersYou may have read or heard us talk about how private equity is becoming more attractive to high net worth investors looking to protect their portfolios against risk in public markets. Today we'll revisit the topic of private equity's role in The Household Endowment Model®. Also, our guest will help us to understand how not all private equity firms are alike. Vince welcomes innovative PE veteran, Arthur Levine, Co-founder of Levine Leichtman Capital Partners to discuss how his firm approaches investing and how it manages to set itself apart in the ever-growing private equity industry.
2019-06-3014 minYour Money Manual with Vince AnnableShow #24 - Intrinsic Value and Replacement Cost: What You Don’t Know May Negatively Impact Your Investment DecisionsHave 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?
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 th...
2019-06-2212 minYour Money Manual with Vince AnnableShow #23 - How to Know if Your Life is Financially OptimizedMost 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 fir...
2019-06-0409 minYour Money Manual with Vince AnnableShow #22 - SPECIAL: The Next Recession and How 5G Could Change Our LivesIf 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...
2019-05-1821 minYour Money Manual with Vince AnnableShow #21 - Compelling Reasons to Sprinkle a Little Hospitality Into Your PortfolioOn 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.
2019-05-0813 minYour Money Manual with Vince AnnableShow #20 - Triple Net Lease Properties: What they Are and How They’re Advantageous to Long-Term InvestorsHow 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...
2019-04-3022 minYour Money Manual with Vince AnnableShow #19 - The Diversified, Long-term Strategy That Allowed a Teenager to Become a Successful Commercial Real Estate InvestorRinse 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!
2019-04-1714 minYour Money Manual with Vince AnnableShow #18 - Self-Storage: A Unique Opportunity for the Diversified Alternative Investment PortfolioYou 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!"
2019-04-0919 minYour Money Manual with Vince AnnableShow #17 - How to Generate Lifetime Pension-Like Income Without a PensionWhile 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 Annable will help to clear the air about annuities and summarize how the process of creating lifetime pension-like income works without an actual pension.
2019-03-2808 minYour Money Manual with Vince AnnableShow #16 - A Look at the Market, Volatility and Using Alternatives to Cushion the RideOn 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.
2019-03-1812 minYour Money Manual with Vince AnnableShow #15 - Private Equity & Debt vs. Public Equity & DebtAs 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 increasingly more attractive to investors in light of current and future economic conditions.
2019-03-0621 minYour Money Manual with Vince AnnableShow #14 - Retail Real Estate: A Flourishing Alternative Investment OpportunityAs online shopping continues to grow, investors can take heart that brick-and-mortar retail remains alive and well, particularly where “necessity retail” is concerned. Those are your neighborhood shopping centers where you’ll find your grocery store, hair salon, pet supply, stationery store, dry cleaner and donut shop, among other merchants. On this edition of “Your Money Manual,” Vince Annable and his guest, Jake Bisenius, President and Managing Principal at AmCap will discuss the many attributes of retail real estate as an attractive alternative investment.
2019-02-2513 minYour Money Manual with Vince AnnableShow #13: How We Built the Liquid Portion of The Household Endowment Model PortfolioYou may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform that strives to provide investors with the same advantages that the major university endowments do for their ultra-rich investors? You’ll find out on this edition of the program when Vince Annable visits with portfolio designer Vali Nasr, CEO...
2019-02-2012 minYour Money Manual with Vince AnnableShow #12 - Income Investments NOT tied to the Stock Market? Yes!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 Glen Ostrander, Managing Director of OFS Capital Manager, LLC., and Holbrook M. Forusz, Director of OFS Capital Management will introduce you to private credit and why it may be somethin...
2019-02-1216 minYour Money Manual with Vince AnnableShow #11 - Succession Planning for Business Owners—Why Starting Early is CriticalWhether 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.
2019-01-3022 minYour Money Manual with Vince AnnableShow #10 - Wealth Strategies for Business Owners and Medical Practice OwnersBusiness 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.
Business and medical practice owners, click here to sign up and receive...
2019-01-1815 minYour Money Manual with Vince AnnableShow #9 - Owning Farmland Can Be Good For Your Portfolio (and without all the chores!).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.
2019-01-1018 minYour Money Manual with Vince AnnableShow #8 - How the Virtual Family Office Benefits Affluent Investors and HouseholdsExtremely 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 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.
To receive free information about virtual fam...
2019-01-0715 minYour Money Manual with Vince AnnableShow #7 - DST: 3 Little Letters That Can Mean Big Tax Advantages for Sellers of Appreciating Investment PropertyMany 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.
2018-12-0615 minYour Money Manual with Vince AnnableShow #6 - 'Tis the Season...for Tax Planning.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 Trent Erickson, co-founder of Legacy CPA's 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.
2018-11-1626 minYour Money Manual with Vince AnnableShow #5 - Venture Capital: The Truth. The Risks. The Rewards.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!
2018-11-0716 minYour Money Manual with Vince AnnableShow #4 - The Many Attributes of Private Investments and Why Investors Should Consider Them NowYou 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.
2018-10-3116 minYour Money Manual with Vince AnnableShow #3 - Due Diligence: How the Best Investment Managers are Selected for The Household Endowment Model®On this this third installment of Your Money Manual, Vince talks about the painstaking approach taken in the selection of investments for the alternative investment-rich Household Endowment Model portfolio. What makes these investments different from those that most average investors can find and select for themselves? We’ll share what we’ve learned from studying the top university endowments (and the Yale Endowment managed by David Swensen in particular) that helps guide us in these important decisions.
2018-10-1515 minYour Money Manual with Vince AnnableShow #2 - A Wealth Management Process That Works Broken Down Into Simple StepsOn this edition of Your Money Manual, we discuss some of the common mistakes that investors make when choosing a professional to manage their money. Then, host Vince Annable walks you step-by-step through a comprehensive wealth management process that puts investors’ needs first.
2018-10-0914 min
Your Money Manual with Vince AnnableShow #1 - Learning From the 2007-2009 Financial Crisis to Build a New Kind of Wealth Management PlatformIn this inaugural segment of Your Money Manual, Host Vince Annable, CEO of Wealth Strategies Advisory Group and creator of The Household Endowment Model® talks about the purpose of the program. You'll also learn how the performance a major university endowment inspired the creation of a unique wealth management platform that helps protect--and in some cases even grow--investors' assets during times of high market volatility like that experienced during the financial crisis..
2018-10-0116 min