Shows
The Uncommon AdvisorAdvice Only Financial Planning, With Jeremy ZukeFor investors who want some professional assistance without handing over control of their assets, the "advice only" model is gaining traction. Jeremy Zuke is a financial planner with Abundo Wealth, and he joins Michael to discuss the appeal of the advice only model and the ongoing democratization of the advisory industry.
2024-05-1425 minThe Uncommon AdvisorValues-Aligned Investing, With Fahmin FardousFor Muslim investors who want their portfolio to reflect their values, investing is a bit more complicated than simply buying the S&P 500. Fahmin Fardous joins Michael to discuss her expertise in crafting values-aligned portfolios for investors, as well as the rewarding nature of working with first generation immigrant families.
2024-05-0921 minThe Uncommon AdvisorFaith Based Financial Planning, With Cassie LaymonBeacon Wealth has been a pioneer in the faith-based investing industry, providing holistic financial planning services while aligning with the values of their clients. Cassie Laymon, President at Beacon Wealth Consultants, joins Michael to discuss her firm's approach to selecting investments, working with clients to maximize impact, and the growth of faith-based investing.
2024-05-0726 minThe Uncommon AdvisorAdvising Young Families, With Liz AlfYoung families face a number of challenges in 2024, including expensive housing and uncertain job markets. But there are also plenty of reasons to be optimistic about the future. Liz Alf, Principal at Clerestory Advisors, joins Michael to discuss working with young families to build a solid financial foundation.
2024-04-3023 minThe Uncommon AdvisorMulti-Generational Planning, With Amar ShahFor those planning to leave assets to future generations, a thoughtful estate plan goes far beyond minimizing the tax bill. Amar Shar joins Michael to discuss taxes, unintended consequences, and his unlikely path to becoming a financial advisor.
2024-04-2325 minThe Uncommon AdvisorFinding Intrinsic Value, With Randall WatsekMost financial advisors are happy to outsource stock selection, or to use portfolios consisting entirely of ETFs or mutual funds. Randy Watsek joins Michael to discuss his process for researching individual securities for client portfolios, as well as best practices for business owner clients.
2024-04-1632 minThe Uncommon AdvisorFour Seasons Of Financial Planning, With David WarshawHolistic financial advisors do a lot more than an occasional rebalance. David Warshaw, Founder and President of The Wealth Plan LLC, joins Michael to discuss his "four seasons" approach that includes estate planning, tax strategies, and more.
2024-04-0928 minThe Uncommon AdvisorDelivering Massive Tax Savings, With Dana CornellMost investors pay way too much in taxes. Connecting with the right advisor can save them hundreds of thousands of dollars -- or more. Dana Cornell, Founder and CEO of Cornell Capital Partners, joins Michael to discuss how his career evolved from a major wirehouse to a bespoke advisory firm helping clients to mitigate taxes and enhance wealth.
2024-04-0224 minThe Uncommon AdvisorUnbiased Insurance Advice, With Wallis TsaiWhen used correctly, life insurance can be an incredibly powerful tool in a tax efficient investing strategy. When used incorrectly, it can be a big mistake that results in excessive fees and disappointing returns. Wallis Tsai joins Michael to discuss the ugly side of the insurance industry, and how investors can get the insurance policy that is actually right for them.
2024-04-0129 min
Economics ExploredAmerica’s Retirement Crisis: The Pressing Need to Address Social Security's Financial Woes - EP233Michael Johnston, CFA of WealthChannel and show host Gene Tunny dissect the pressing issues facing the US Social Security system. Amid predictions of future insolvency, they discuss the demographic trends, financial realities, and policy adjustments needed to safeguard retirement incomes for future generations.Please contact us with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored. About this episode’s guest: Michael Johnston, CFAMichael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for ret...
2024-03-2655 minThe Uncommon AdvisorTransferring Wealth And Knowledge, With Alvin CarlosCustodial accounts can be a great way to get around estate taxes, especially in states with limits significantly below the federal threshold. UTMAs can offer some marginal short-term tax savings, but lack many of the advantages of 529s when it comes to saving for college. Alvin Carlos of District Capital Management joins Michael to discuss the benefits and drawbacks of opening a custodial account for your child.
2024-03-2523 minThe Uncommon AdvisorOptimizing Equity Compensation For Tech Employees, With Isaac PresleyRestricted stock units (RSUs) are an increasingly popular form of compensation, especially in the tech industry. Since RSU vesting is a taxable event, it's important for employees to understand the ramifications of this compensation. Isaac Presley joins Michael to discuss the basics of RSU taxation and several strategies that can be used by investors facing a vesting event.
2024-03-1829 minThe Uncommon AdvisorMaximizing Client 401(k) Withdrawals, With Tyler MillerFor investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance of planning for tax efficient withdrawals before and during retirement.
2024-03-1519 minThe Uncommon AdvisorMaximizing Client 401(k) Contributions, With Kelley LongIn 2024, investors are able to put $69,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income. Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy for making after tax contributions to a qualified plan and then immediately converting to a Roth account in a nontaxable event.
2024-03-1429 minThe Uncommon AdvisorGenerating Tax Savings For Business Owners, With Jacob TurnerWhile there are plenty of strategies available for W-2 employees, the U.S. tax code is really written to benefit business owners. Jacob Turner, co-founder at Moment Private Wealth, joins Michael to discuss tax savings strategies available to many business owners
2024-03-1329 minThe Uncommon AdvisorComing Soon: Uncommon Advisor PodcastThe Uncommon Advisor podcast features insights from advisors who are embracing a modern and holistic approach to wealth management. Learn how the most creative minds in the industry are innovating their practices to deliver superior client results, generate new business, and maximize retention.
2024-03-1301 min
The Wealth FlowEP81: Legally Reduce Your Tax Bill and Build Wealth Using These Strategies - Michael Johnston, CFABuilding wealth, saving for healthcare, and making impactful investments? This episode equips you with the knowledge to tackle these financial challenges. Explore strategies tailored to your risk tolerance and discover the unexpected ways financial literacy can benefit society with Michael Johnston, CFA. Join us and unlock your path to financial well-being today. Key Takeaways To Listen For A clear look at mutual funds, ETFs, and lowering your taxes A beginner's guide to tax-advantaged savings and investments The importance of choosing the right investment strategy for you How opportunity zones boost investment in un...
2024-03-1245 min
WealthChannel AcademyIs Social Security Going Bankrupt?Tens of millions of Americans rely on Social Security checks for a substantial portion of their retirement income. Yet the outlook for this program is uncertain, due to shifting U.S. demographics. Is it true that Social Security is running out of cash? And what happens if it does?
2024-03-1110 minWealthChannel AcademyShould You Take Early Social Security?One of the most important financial decisions of your life happens in your early 60s, when you need to decide when to start receiving Social Security benefit payments. You have lots of options, and the difference between them could add up to hundreds of thousands of dollars.
2024-03-0410 minWealthChannel AcademyHow Much Will You Get In Social Security?Social Security is a key component of a retirement plan for virtually every American. And yet there's a lot of confusion and bad information out there about how this benefit payment actually works -- and what you can do to maximize it.
2024-02-2610 minWealthChannel AcademyThe 3 Sources Of Retirement IncomePlanning for retirement can feel impossible if you're not sure what exactly you're working towards. This episode will induce a couple of "aha moments" as a look at retirement from a different perspective dramatically simplifies the objective.
2024-02-1909 min
The Alternative Investment PodcastNo Upside For Oil In 2024? | VettaFi's Stacey MorrisThe energy market has been relatively quiet so far in 2024, but there's a lot going on beneath the surface. Stacey Morris, head of energy research at VettaFi, joins WealthChannel's Andy Hagans to provide an in-depth look at the oil and gas markets, and also provides her outlook for the remainder of 2024. Show notes: https://wealthchannel.com/2024/02/stacey-morris-180/
2024-02-1545 minWealthChannel AcademyHow To Estimate Healthcare Expenses In RetirementOne of the first steps in planning for a worry-free retirement is figuring out your "endgame" -- what you'll be spending money on after you stop working. A big component of many retirement budgets is healthcare, so it's important to be realistic about what your health insurance and out-of-pocket costs will be.
2024-02-1218 min
Opportunity Zones PodcastWealth Made Simple | Michael JohnstonIn order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts.Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things that every investor needs to know, and the launch of WealthChannel Academy.Learn more: https://wealthchannel.com/academy/
2024-02-0526 minWealthChannel AcademyHow To Estimate Your Retirement ExpensesThe first step towards a worry-free retirement: figuring out what you'd like to spend each year once you're done working. This can be a simple and straightforward process, as long as investors avoid a couple of common mistakes.
2024-02-0507 minThe Alternative Investment PodcastThe Venture Capital Crash, Explained | Saira RahmanThe last two years have seen a severe correction in the venture capital asset class, for portfolio company valuations, as well as in VC fundraising. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel’s Andy Hagans to discuss why venture capital crashed, and how the wreckage has created new opportunities for investors. Show notes: https://wealthchannel.com/2024/01/saira-rahman-177/
2024-01-3147 minWealthChannel AcademyRadically Simplifying RetirementThe sad reality is that most Americans find retirement planning to be completely overwhelming -- and with good reason. The problem isn't that there's too little information out there -- it's that there's too much. Lots of folks feel like they need to understand a million different things to be successful. But that's just not the case. They need to understand 7 basic concepts. Understand those, and your odds of a worry-free retirement skyrocket.
2024-01-3008 minWealthChannel AcademyAnnouncing WealthChannel AcademyThe premise behind WealthChannel Academy is pretty basic: most Americans find investing and retirement planning to be incredibly complex and overwhelming.
We're launching WealthChannel Academy to help investors achieve financial independence by radically simplifying retirement planning and investing.
2024-01-2906 minThe Alternative Investment PodcastThe Alternative Investment Podcast Is Now WealthChannelIt's a new year... and we have a new show name! "The Alternative Investment Podcast" is now "WealthChannel." Host Andy Hagans will continue to conduct in-depth interviews to explore the topics that matter most, to protect and grow your wealth. P.S. Make sure to follow the show, so you get new episodes as we release them.
2024-01-2602 minThe Alternative Investment PodcastThe Shortcut To Wealth | Michael JohnstonBecoming a millionaire is easy if you follow the right playbook, according to WealthChannel co-founder Michael Johnston. He joins the show to discuss the pitfalls that many investors fall into, and how you can fix your investing system with less effort than you think. Show notes: https://wealthchannel.com/2024/01/michael-johnston-175/
2024-01-2631 minWealthChannel AcademyTax Efficient Investor Is Now WealthChannel AcademyA big announcement from Michael Johnston, the creator of Tax Efficient Investor.
2024-01-2502 minWealthChannel AcademyTax Savings For Business Owners, With Jacob TurnerWhile there are plenty of strategies available for W-2 employees, the U.S. tax code is really written to benefit business owners.
Jacob Turner, co-founder at Moment Private Wealth, joins Michael to discuss tax savings strategies available to many business owners.
2024-01-2029 minWealthChannel AcademyTax Savings From Restricted Property Trusts, With Rhett Grimes And Ken CrabbThe restricted property trust (RPT) is a tax strategy for business owners with predictable cash flows that can generate significant tax-advantaged holdings.
Rhett Grimes and Ken Crabb join Michael to discuss the ins and outs of this strategy.
2024-01-0227 minWealthChannel AcademyTax Benefits Of 529s, With Brad BaldridgeCollege tuition and related expenses will be significant expenditures for most families. Fortunately, there are some significant tax advantages to incentivize savings.
Brad Baldridge joins Michael to discuss the ins and outs of the 529 plan, including a discussion of “cycling” and other advanced techniques.
2023-12-1134 minWealthChannel AcademyTax Efficient Life Insurance Strategies, With Wallis TsaiWhen used correctly, life insurance can be an incredibly powerful tool in a tax efficient investing strategy. When used incorrectly, it can be a big mistake that results in excessive fees and disappointing returns.
Wallis Tsai joins Michael to discuss the ugly side of the insurance industry, and how investors can get the insurance policy that is actually right for them.
2023-12-0428 minWealthChannel AcademySALT Cap Workarounds, With Amy SandlinHigh earners in high income states may have seen their tax bill increase significantly as a result of the SALT deduction caps introduced with the Tax Cuts & Job Act (TCJA).
Amy Sandlin joins Michael to discuss the workarounds that several states have implemented, and the complexities around these solutions.
2023-11-2920 minWealthChannel AcademyBest Practices For DSTs, With Drew ReynoldsDelaware Statutory Trusts (DSTs) can be a powerful tax deferral tool for investors who are facing a significant capital gain event and are looking to diversify and take a more passive rule.
Drew Reynolds of Realized joins Michael to walk through the DST process and explain the questions that investors should be asking about like kind exchanges.
2023-11-2735 minWealthChannel AcademyRSU Tax Strategies, With Isaac PresleyRestricted stock units (RSUs) are an increasingly popular form of compensation, especially in the tech industry. Since RSU vesting is a taxable event, it's important for employees to understand the ramifications of this compensation.
Isaac Presley joins Michael to discuss the basics of RSU taxation and several strategies that can be used by investors facing a vesting event.
2023-11-2129 minWealthChannel AcademyTax Benefits Of S Corps, With Nate YesnerElecting to be taxed as an S-Corp can be a smart tax move for some companies, and a bad one for others.
Nate Yesner joins Michael to discuss the ins and outs of S Corp elections, including the tax ramifications and other considerations for business owners to evaluate.
2023-11-2031 minWealthChannel AcademyTax Credits For Solar Panels And More, With Larry PonThe Inflation Reduction Act (IRA) introduced significant incentives for both individuals and companies to make investments that improve the energy efficiency of new and existing buildings.
Larry Pon joins Michael to discuss the various credits that are available for taxpayers who have invested in solar panels, electric appliances, and even energy efficient doors and windows.
2023-11-1525 minWealthChannel AcademyBest And Worst State Tax Structures, With Manish BhattState tax consequences often don't get the consideration they deserve, due to the sheer number of different frameworks that exist. Yet state income tax rates can have a major impact on investors' tax bills.
Manish Bhatt, Senior Policy Analyst with the Center for State Tax Policy at the Tax Foundation, joins Michael to discuss what makes a sound state tax policy and how poorly structured states can improve.
2023-11-1338 minWealthChannel AcademyTax Saving From Cost Segregation, With Erik OliverCost segregation is one of the most straightforward ways for real estate developers and investors to accelerate depreciation and maximize the tax efficiency of their project.
Erik Oliver joins Michael to explain how cost segregation studies are completed and discuss other underutilized tax credits available to real estate investors.
2023-11-0821 minWealthChannel AcademyTax Free Exits Via QSBS, With Dan MayoSection 1202 contains one of the most substantial tax incentives out there, but many investors and founders are unaware that it even exists.
Dan Mayo, leader of Withum's National Tax Services Group, joins Michael to discuss the ins and outs of Qualified Small Business Stock (QSBS).
2023-11-0621 minWealthChannel AcademyTax Savings For Real Estate Developers, With Gerry ReihsenFor real estate developers, there can be significant advantages associated with how gains on their transactions are classified from a tax perspective.
Gerry Reihsen joins Michael Johnston to discuss creative strategies for ensuring that real estate transactions generate capital gains and not ordinary income.
2023-11-0132 minWealthChannel AcademyTax Advantages Of Real Estate, With Whitney Elkins-HuttenReal estate can offer significant tax efficiencies when added to a long-term portfolio. But there are lots of nuances that can create headaches if not handled properly.
Whitney Elkins-Hutten joins Michael to discuss five ways that real estate can generate tax efficiencies for investors.
2023-10-3034 minWealthChannel AcademyStartup Shares In A Roth IRA, With Carrie CookSetting up a Roth IRA is a great retirement planning move. But many investors could get a lot more out of their Roth by venturing beyond the "big box" providers.
Carrie Cook, CEO at Preferred Trust, joins Michael Johnston to discuss the opportunities that exist with self directed IRAs, and the specific restrictions around shares of a startup company.
2023-10-2528 minWealthChannel AcademyAvoiding Costly 1031 Mistakes, With Marc HershbergThe 1031 exchange is one of the most powerful tax savings opportunities available to U.S investors. But it's also one of the easiest to screw up.
Marc Hershberg, Managing Partner and CEO at Topaz Capital Group, joins Michael Johnston to discuss the important milestones in a 1031 exchange and how investors can avoid running afoul of the regulations.
2023-10-2342 minWealthChannel AcademySuperior Tax-Adjusted Returns In Multifamily, With Barrett LinburgJust as individual investors can use the tax code to boost their returns, savvy real estate developers can maximize returns to their investors by identifying all credits and incentives available to them.
Barrett Linburg joins Michael to discuss how his firm uses a number of different incentives in the Texas multifamily market to generate superior risk-adjusted returns while maintaining low risk profile.
2023-10-1828 minWealthChannel AcademyListener Questions: Tax Efficient Investor MailbagMichael Johnston of Tax Efficient Investor answers some of the most commonly asked questions about tax efficient investing, include listener queries about Roth IRAs, 529 Plans, and more.
This episode was originally recorded live on September 20, 2023.
2023-10-1750 minWealthChannel AcademyTax Benefits Of Donor Advised Funds, With Joseph Gianforte And Kim LedgerDonor advised funds (DAFs) are gaining in popularity as a way for business owners to minimize their tax burden while also supporting meaningful causes.
Kim Ledger and Joe Gianforte join Michael to discuss how High Net worth Investors can use DAFs most efficiently, including to minimize the tax impact from a business sale.
2023-10-1631 minWealthChannel AcademyEstate Planning With UTMAs, With Alvin CarlosCustodial accounts can be a great way to get around estate taxes, especially in states with limits significantly below the federal threshold. UTMAs can offer some marginal short-term tax savings, but lack many of the advantages of 529s when it comes to saving for college.
Alvin Carlos of District Capital Management joins Michael to discuss the benefits and drawbacks of opening a custodial account for your child.
2023-10-1122 minWealthChannel AcademyTax Efficient Asset Allocation, With David GrahamFor many investors, accumulating assets is relatively easy and straightforward. What can be a lot harder is the process of de-accumulation.
David Graham joins Michael to discuss the tax arbitrage opportunities available to investors who strategically place asset classes, use ETFs instead of mutual funds, and harvest capital gains at opportune times.
2023-10-0926 minWealthChannel AcademyFarmland Tax Incentives, With Josh GuggenheimThere's a compelling case to be made for farmland as part of a long term portfolio. There are also some potentially significant tax advantages associated with this asset class.
Josh Guggenheim, VP of Acquisitions at Gold Leaf Farming, joins Michael to discuss four tax strategies being used to maximize returns to investors.
2023-10-0434 minWealthChannel AcademyThe Mega Backdoor Roth Made Simple, With Kelley LongIn 2023, investors are able to put $66,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income.
Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy for making after tax contributions to a qualified plan and then immediately converting to a Roth account in a nontaxable event.
2023-10-0229 minWealthChannel AcademyToo Good To Be True Tax Strategies, With Andrew GradmanWe've all come across tax savings strategies that seem too good to be true. Where should investors go from there?
Andrew Gradman, a tax attorney in Southern California, joins Michael to discuss why it's important to cultivate a healthy sense of skepticism when dealing with tax professionals and tax strategies.
2023-09-2735 minWealthChannel AcademySelf Directed Roth IRAs, With Kaaren HallA self directed IRA (SDIRA) can provide high net worth investors with access to a number of alternative asset classes in tax-sheltered retirement accounts.
Kaaren Hall, founder and CEO of uDirect IRA Services, joins Michael to discuss the use cases she sees for investors and techniques to avoid the most common mistakes made with SDIRAs.
2023-09-2525 minWealthChannel AcademyTax Savings From Net Unrealized Appreciation, With Tyler MillerFor investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings.
Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance of planning for tax efficient withdrawals before and during retirement.
2023-09-2019 minWealthChannel AcademyOil & Gas Tax Incentives, With Sarah SullivanMany high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits.
Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and gas investments feature unique tax incentives and how high earners can benefit from significant write-offs in early years.
2023-09-1831 minWealthChannel AcademyWhy Your Child Needs A Roth IRA, With Chris CarosaStarting a Roth IRA for your child might be one of the smartest investing moves a parent can make, but most of us fail to do so.
Chris Carosa joins Michael to discuss the benefits of the Child IRA, including strategies for generating sufficient earned income to contribute and recommendations for getting started.
2023-09-1330 minWealthChannel AcademyPuerto Rico Tax Incentives, With Jose TorresPuerto Rico's unique status as a U.S. territory with Commonwealth status has created a number of significant tax opportunities.
Jose Torres, founder and managing partner at Monllor Capital Partners, joins Michael to discuss the various incentives in place for both individual investors moving to Puerto Rico and businesses that are established or expanding on the island.
2023-09-1138 minWealthChannel AcademyHistoric Preservation Tax Incentives, With Steve AustinConservation easements have historically been a popular investment vehicle for high earners looking to generate offsets to taxable income. Recent changes to the tax code have curtailed use of conservation easements, but continued to incentivize the preservation of historic buildings.
Steve Austin, co-founder and partner at American Revitalization Company, joins Michael to discuss how his firm is pursuing a unique strategy that incorporates historic preservation tax incentives, ESOPs, and 1042 exchanges.
2023-09-0632 minWealthChannel AcademyOpportunity Zone Tax Incentives, With Jimmy AtkinsonBy allowing investors to defer and eliminate large capital gains, Opportunity Zones may just be the greatest tax incentive ever created.
Jimmy Atkinson joins the show to discuss how OZs can help High Net Worth investors who have experienced a large capital gain event. Jimmy also discuses the important factors to consider when evaluating potential OZ investments, and some of the common mistakes that investors can make.
2023-08-3041 minWealthChannel AcademyRoth IRA Conversions Made Simple, With Michael JohnstonFor some investors, converting from a Traditional IRA to a Roth IRA can create significant tax efficiencies. But the calculation depends on a number of factors, and the answer isn't the same for everyone.
Michael Johnston takes a deep dive into this topic, explaining the "levers" that determine whether an investors is better off doing a conversion or staying with their Traditional IRA.
2023-08-2818 minWealthChannel AcademyTax Benefits Of Private Equity Real Estate, With Andy HagansBeyond the potential returns, real estate offers numerous ways for investors to enhance the tax efficiency of their portfolios.
Andy Hagans joins Michael to discuss the three primary tax benefits of investing in real estate as an LP and provide a framework for completing diligence on potential investments.
2023-08-2322 minWealthChannel AcademyThe Solo 401k Made Simple, With Andy Hagans401k plans are the workhorse of many retirement portfolios, allowing investors to accumulate significant wealth in a tax-protected account. Many entrepreneurs and small business owners are missing out on a massive wealth creation opportunity by failing to establish a Solo 401k.
Andy Hagans joins Michael to discuss who is allowed to use a Solo 401k, run the numbers om creating $1 million in tax efficient wealth, and break down the process of setting up a Solo 401k from start to finish.
2023-08-1623 minWealthChannel AcademyTurn Your HSA Into A Stealth IRA, With Andy HagansHealth Savings Accounts (HSAs) are one of the most tax efficient accounts available today, boasting rare triple tax advantaged status. For some High Net Worth Investors, these accounts may be used as a "stealth" way to max out retirement savings.
Andy Hagans joins Michael to discuss who can and should use HSAs, key considerations when setting up and administering an HSA, and common mistakes that can bite investors.
2023-08-1520 minWealthChannel AcademyThe Backdoor Roth IRA Made Simple, With Andy HagansThe Roth IRA is an incredibly tax efficient investment account, but most high earners are not allowed to make contributions directly. Fortunately, there’s a “back door” into the Roth IRA that can enable many High Net Worth investors to shift assets every year into this tax sheltered account.
Andy Hagans joins Michael to discuss who should be doing a Backdoor Roth, the step-by-step process for executing this tax strategy, and tips for avoiding some of the more common mistakes.
2023-08-0822 minWealthChannel AcademyIntroducing The Tax Efficient Investor PodcastA brand new podcast from WealthChannel.
On the Tax Efficient Investor Podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.
2023-08-0702 min
Invest Like a Billionaire92. Passive Investor Spotlight #8: From Entrepreneur to Alternative Investment Guru feat. Andy HagansIn this episode, host Ben Fraser interviews Andy Hagans for our Passive Investor Spotlight series. Andy Hagans is founder of WealthChannel and host of "The Alternative Investment Podcast". Hear Andy’s fascinating story and his journey as a serial entrepreneur to successfully exiting multiple businesses, and to his quest to understand alternative investments. You’re not going to want to miss this episode!
WealthChannel https://wealthchannel.com/
Connect with Andy Hagans on LinkedIn https://www.linkedin.com/in/andyhagans
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwf...
2023-07-1348 minThe Alternative Investment PodcastFundraising From Private Wealth, With Shifra AnsonoffThe future of alternatives looks strong, with untapped private capital ready to participate in the alts market.Shifra Ansonoff, Global Head of Customer Experience at Preqin, joins WealthChannel's Andy Hagans to discuss the opportunities and challenges for GPs who are raising capital from private wealth.Show notes: https://wealthchannel.com/2023/07/shifra-ansonoff-150/
2023-07-0637 minThe Alternative Investment PodcastInvesting With Passion, With Shana SisselInvesting is highly personal, especially when it comes to one's own money. And within the world of alternative investments, an investor's personal passions and experiences will often attract them to a specific asset class.Shana Sissel, founder and CEO at Banríon Capital Management, joins WealthChannel's Andy Hagans to discuss how investors can align their allocation to alternative investments with their personal passions.Show notes: https://wealthchannel.com/2023/06/shana-sissel-148/
2023-06-2244 min
Opportunity Zones PodcastThe 3 Essential Habits Of High Net Worth Investors, With Andy HagansReplay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High Net Worth investors.Plus, we give a sneak preview of our upcoming event in Fort Worth, TX -- WealthChannel Summit coming on June 16, 2023.Show notes: https://opportunityzones.com/2023/05/essential-habits-262/
2023-05-1841 minThe Alternative Investment PodcastImpact Investments In Affordable Housing, With Sam SellsThere is an extreme shortage of safe, quality and affordable housing in the United States. According to Sam Sells, CEO at Wild Mountain Capital, the key to the solution is creating good incentives.Sam joins WealthChannel's Andy Hagans to discuss how his company is working to address the affordable housing shortage in a way that benefits communities and investors alike.Show notes: https://wealthchannel.com/2023/05/sam-sells-136/
2023-05-0145 min
The Disruptive Capitalists19: Alternative Investments and Opportunity Zones w/Jimmy AtkinsonJimmy Atkinson is a two-decade serial entrepreneur who helps High Net Worth Investors protect and grow their wealth with alternative investments. After founding, scaling, and selling four different seven- and eight-figure businesses to private equity buyers, he realized that there was more potential profit to be made on the buying side of private equity. In 2018, Jimmy founded OpportunityDb, the world’s #1 authority on private equity investments in the opportunity zone space. He also hosts The Opportunity Zones Podcast, the top-ranked podcast for OZ investors. Building on his leadership in private equity, Jimmy co-founded WealthChannel, the leading community for HNWIs who...
2023-04-2639 min
The Real Estate Syndication ShowWS1646 | LinkedIn Tips For Success with Scott HawksworthHow to Reach People without paying for leads!Today's episode we interview marketing guru Scott Hawksworth. Scott gives some best practices when using the LinkedIn platform. He also shares some mistakes to avoid when trying to grow your reach. About Scott:Scott Hawksworth is a 15-year marketing veteran who helps B2B companies build amazing brands, massive audiences, and high-performance marketing funnels.After helping scale a lead-generation startup which successfully exited to a private equity group, Scott joined the WealthChannel team. At WealthChannel, Scott manages multiple industry-leading brands...
2023-04-2440 minThe Alternative Investment PodcastNeil Patel's Journey To Legacy WealthAs an entrepreneur, Neil Patel has created and scaled a group of businesses that generate massive monthly cash flow. Along the way, he re-invested much of this income into alternative investments to grow generational wealth, and create a legacy for his family (all before the age of 35).On this episode, Neil Patel joins WealthChannel's Andy Hagans to discuss the keys to his unconventional investment style, plus his advice to entrepreneurs who want to build their own legacy wealth.Show notes: https://wealthchannel.com/2023/04/neil-patel-132/
2023-04-1945 minThe Alternative Investment PodcastHigher Yield Investing In Emerging Markets, With Jim ChuAfrica is not only the fastest-growing continent in the world, it's also an economic growth story featuring millions of enterprising and resourceful entrepreneurs. But how can entrepreneurs in Africa and other emerging markets access the capital they need, given current structural challenges?Jim Chu, CEO at Untapped Global, joins WealthChannel's Andy Hagans to discuss how individual HNWIs can enjoy high yields with CapEx investments in Africa and emerging markets.Show notes: https://wealthchannel.com/2023/04/jim-chu-131/
2023-04-1842 minThe Alternative Investment PodcastThe Late Stage Market Cycle, With Anastasia AmorosoMany investors and family offices have been frustrated by the 2023 market. As interest rates rise and inflation begins to abate, certain asset classes are nevertheless slow to reprice.Anastasia Amoroso, managing director and chief investment strategist at iCapital, joins WealthChannel's Andy Hagans to discuss how investors can succeed in a late stage market cycle.Show notes: https://wealthchannel.com/2023/04/anastasia-amoroso-129/
2023-04-1349 minThe Alternative Investment PodcastThe Keys To Repeatable Alpha, With Chris CarsleyGenerating alpha requires an "edge," based on inefficiency in the market. But the most valuable type of alpha is that which is repeatable, and consistent.Chris Carsley, CIO and managing partner at Kirkland Capital Group, joins WealthChannel's Andy Hagans to discuss how to generate alpha in a consistent manner.Show notes: https://wealthchannel.com/2023/04/chris-carsley-127/
2023-04-1148 minOpportunity Zones PodcastWhy We Started WealthChannel, With Andy HagansWealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin?WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame).Show notes: https://opportunityzones.com/2023/04/andy-hagans-253/
2023-04-1141 minThe Alternative Investment PodcastQ1 2023 REIT Performance & Sector Update, With David AuerbachDislocations in the commercial real estate market have continued in 2023, with some sectors performing well, and others trailing by a wide margin.David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss Q1 2023 sector performance in the REIT universe, plus where investors might see value right now.Show notes: https://wealthchannel.com/2023/04/david-auerbach-126/
2023-04-1035 minThe Alternative Investment PodcastPublicly-Traded REITs vs. Private Real Estate, With David AuerbachA rising tide lifts all boats, and real estate asset managers performed well nearly across the board up in the years leading up 2022. The headwinds of the past 12 months however have created clear winners and losers, for investors and asset managers alike.David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss the divergence in publicly-traded REITs vs. private real estate, and what factors value-oriented investors should be considering right now.Show notes: https://wealthchannel.com/2023/04/david-auerbach-125/
2023-04-0733 minThe Alternative Investment PodcastHow To Start Your Own ETF, With Springer HarrisThe ETF universe has exploded in popularity in the past decade, and increasing numbers of independent ETF issuers are joining the fray with unique new products.Springer Harris, head of ETF solutions at Teucrium, joins WealthChannel's Andy Hagans to discuss how independent managers can launch their own ETF.Show notes: https://wealthchannel.com/2023/04/springer-harris-123/
2023-04-0453 minThe Alternative Investment PodcastAlternatives In Washington, D.C. (IPASummit 2023), With Anya Coverman & Doyle BartlettAlternatives have already been in the limelight several times in the Biden Administration, but the current market and regulatory landscape may represent the "calm before the storm."Anya Coverman and Doyle Bartlett joins WealthChannel's Andy Hagans to discuss the upcoming IPASummit 2023, and the most pressing issues in the alternatives industry right now.Show notes: https://wealthchannel.com/2023/03/ipasummit-2023-121/
2023-03-3043 minThe Alternative Investment PodcastWhy Capital Preservation Maximizes Returns, With Darren SchuringaAlternative strategies have grown increasingly popular with High Net Worth investors, and especially strategies that limit drawdowns during periods of market volatility.Darren Schuringa, CEO at ASYMmetric ETFs, joins WealthChannel's Andy Hagans to discuss his firm's unique ETF offerings, and how they provide access to a unique capital preservation strategy that can help maximize long term returns.Show notes: https://wealthchannel.com/2023/03/darren-schuringa-120/
2023-03-2955 minThe Alternative Investment PodcastInside A Global Family Office, With Dany RoizmanMany family offices are focused on one objective above all: capital preservation.Dany Roizman, founding partner at Brainvest Wealth Management, joins WealthChannel's Andy Hagans to discuss the unique investment philosophy at his firm that has won over so many Ultra High Net Worth families.Show notes: https://wealthchannel.com/2023/03/dany-roizman-119/
2023-03-2850 minThe Alternative Investment PodcastBuilding Generational Wealth With Alts - Keynote By Andy HagansWealthChannel co-founder Andy Hagans was the featured keynote speaker at OZ Pitch Day Spring 2023, hosted by Jimmy Atkinson.In this "fireside chat" keynote interview, Jimmy and Andy discuss how family offices and High Net Worth investors are building generational wealth using alternative investments.Show notes: https://wealthchannel.com/2023/03/andy-hagans-118/
2023-03-2415 minThe Alternative Investment PodcastThe Queen Of Alternatives (And Alts For All), With Shana SisselIndependent RIAs are in many ways the "nexus" of the alternative investment industry. But advisors have many demands on their time, and face significant challenges in navigating the world of alternative investments.Shana Sissel, founder and CEO at Banrion Capital Management, joins WealthChannel's Andy Hagans to discuss how advisors can make alts accessible for all investors.Show notes: https://wealthchannel.com/2023/03/shana-sissel-115/
2023-03-2048 minThe Alternative Investment PodcastWebinar Audio Replay: Generating Greater Income With Less RiskOn March 15, WealthChannel co-founder Jimmy Atkinson hosted Darren Schuringa, founder and CEO at ASYMmetric ETFs, on a live one-hour webinar for financial advisors. The webinar explored investing to generate greater income with less risk, even in a challenging macroeconomic landscape.This podcast includes an audio version of the webinar, including a short introduction by Jimmy AtkinsonShow notes: https://wealthchannel.com/2023/03/darren-schuringa-114/
2023-03-171h 01The Alternative Investment PodcastAdventures In Private Equity & Entrepreneurship - Andy Hagans w/ Billy KeelsWealthChannel co-founder Andy Hagans recently joined the Going Long Podcast with Billy Keels, to discuss his journey from creating and selling four different startup companies, to the world private equity. The replay of their conversation is released here on The Alternative Investment Podcast.Show notes: https://wealthchannel.com/2023/03/billy-keels-113/
2023-03-1653 minThe Alternative Investment PodcastVenture Capital Investments In Robotics And AI, With Lisa ChaiRobotics, artificial intelligence and healthtech are sectors that have the potential to revolutionize human lifestyles (plus produce outsized returns for investors).Lisa Chai, partner at ROBO Global, joins WealthChannel's Andy Hagans to discuss what investors should know about VC investments in disruptive technology.Show notes: https://wealthchannel.com/2023/03/lisa-chai-112/
2023-03-1531 minThe Alternative Investment PodcastA New Approach To Private Equity, With Rami CassisThe world of private equity is opaque, and arguably suffers from an "image problem." But a new generation of private equity leaders are redefining the space, including how PE managers interact with their portfolio companies.Rami Cassis, founder and CEO at Parabellum Investments, joins WealthChannel's Andy Hagans to discuss his family office's unique approach to private equity.Show notes: https://wealthchannel.com/2023/03/rami-cassis-111/
2023-03-1446 minThe Alternative Investment PodcastLive From Blue Vault Bowman Alts Summit 2023, With Stacy ChittyAs forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 was a "must-attend event" for advisors looking to grow their practices and improve client outcomes.Stacy Chitty, managing partner at Blue Vault, joined WealthChannel's Jimmy Atkinson for a live interview from the floor of the event.Show notes: https://wealthchannel.com/2023/03/stacy-chitty-109/
2023-03-0911 minThe Alternative Investment PodcastWhy We Created WealthChannel, With Jimmy Atkinson & Andy HagansWealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin?WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame).Show notes: https://wealthchannel.com/2023/03/jimmy-atkinson-107/
2023-03-0741 minThe Alternative Investment PodcastPanel Replay: Wealth Development Strategies With MultifamilyIn this panel from Multifamily Investor Expo 2023, four experts discuss wealth development strategies using multifamily.The panel was moderated by Andy Hagans of AltsDb and WealthChannel; panelists include Ashley Tison of OZ Pros, DJ Van Keuren of Evergreen Property Partners, and James Hance of Green Bison Capital.Show notes: https://wealthchannel.com/2023/02/multifamily-099/
2023-02-1745 minThe Alternative Investment PodcastIs The Ivy Portfolio Still Relevant? With Meb FaberMeb Faber published his book, The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, in 2011. The book details how an individual investor can mimic the famous (and relatively illiquid) portfolios of the Yale and Harvard endowments.Meb Faber, who is also the co-founder and the chief investment officer of Cambria Investment Management, joins the show to discuss whether the Ivy Portfolio is still relevant for individual investors and advisors today.Show notes: https://wealthchannel.com/2022/06/meb-faber-029/
2022-06-1053 minThe Alternative Investment PodcastPrivate Equity & Entrepreneurship - Andy Hagans with Billy KeelsWealthChannel co-founder Andy Hagans recently joined the Going Long Podcast with Billy Keels, to discuss his journey from creating and selling four different startup companies, to the world private equity. The replay of their conversation is released here on The Alternative Investment Podcast.Show notes: https://wealthchannel.com/2023/03/billy-keels-113/
2021-10-0552 minThe Alternative Investment PodcastBig, Bold Ideas In California Real Estate, With Erik HaydenOne of our "greatest hits," an in-depth interview with Erik Hayden, founder of Urban Catalyst.Show notes: https://wealthchannel.com/2023/02/erik-hayden-098/
2021-09-3050 minThe Alternative Investment PodcastOur Origin Story (Why We Love Alternative Investments)We go back to where it all began, in this new and updated episode one of The Alternative Investment Podcast.Show notes: https://wealthchannel.com/2023/03/jimmy-atkinson-107/
2021-09-2940 minThe Alternative Investment PodcastWealthChannel With Andy Hagans | TRAILEREach episode of WealthChannel is a deep dive on an impactful financial topic. Host Andy Hagans conducts in-depth interviews with the smartest and most connected people in finance.
2021-09-2801 min