You’re working hard to become financially secure, but what are you actually doing with your money to help you reach the financial goals you’ve set for yourself and your family? On “Your Money Manual,” host Vince Annable, CEO of Wealth Strategies Advisory Group, provides a fresh perspective with information on unique and tested investment ideas that many financial advisors don’t share with their clients. If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then this may be the show for you!
Episode #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 (https://youtu.be/EJoGEaIMC9U). 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 (https://www.youtube.com/watch?v=EJoGEaIMC9U&t=162s))
2) Why elite wealth planning is so uncommon, and why it isn't offered by more advisors. (05:20 (https://www.youtube.com/watch?v=EJoGEaIMC9U&t=320s))
3) How critical the "Human Element" is to elite wealth planning. (07:40 (https://www.youtube.com/watch?v=EJoGEaIMC9U&t=460s))
4) About the relationship between elite wealth planning, wealth management, and the virtual family office. (10:35 (https://www.youtube.com/watch?v=EJoGEaIMC9U&t=635s))
5) The role that stress testing plays in elite wealth management. (14:07 (https://www.youtube.com/watch?v=EJoGEaIMC9U&t=847s))
Elite Wealth Planning—something that may have only been available to the richest people among us a few years ago is more easily attainable to more investors today. Simply click over to VFOAG.com. Learn more about how elite wealth planning can help you build your own optimal financial world. While you’re there complete the simple form at the bottom of the page with just your name and email address and you’ll receive immediate access to the free white paper and the e’book Russ Alan Prince co-authored with John Bowen Jr., both entitled your Optimal Financial World. You’ll also receive a free financial stress test that you’ve heard Vince and Russ discuss on this program—and again, everything is free with our compliments. Again, for your free financial stress test and instant free access to both our white paper and the book, Your Optimal Financial World--visit VFOAG.com.
Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review. See you next time!
29 Jun 2020
Episode #39: What financial stress tests can say about your wealth planning strategy
If you'd like to watch the video version of this episode, check us out on YouTube here (https://youtu.be/wbpz_GDxRZc) 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 consultant to the super rich and private family offices, Russ Alan Prince, to help you understand key concepts that may help you to enjoy a fulfilling lifestyle as you build the financially secure future you desire.
In this episode, you'll learn:
1) What a financial stress test is and what it's designed to do. (03:05 (https://www.youtube.com/watch?v=wbpz_GDxRZc&t=185s))
2) How common stress testing really is. (04:35 (https://www.youtube.com/watch?v=wbpz_GDxRZc&t=275s))
3) What the different types of financial and legal stress testing are. (06:43 (https://www.youtube.com/watch?v=wbpz_GDxRZc&t=403s))
4) Other matters the rich stress-test, in addition to financial and legal matters. (09:15 (https://www.youtube.com/watch?v=wbpz_GDxRZc&t=555s))
5) How frequently you should take a financial stress test. (12:50 (https://www.youtube.com/watch?v=wbpz_GDxRZc&t=770s))
Coming up on the 5th and final segment of this 5-part conversation with Russ Alan Prince, we’re going to finish our series of discussions by talking about Elite Wealth Planning, how it’s different from traditional wealth management and what makes an Elite Wealth Planner…elite!
We encourage anyone who is considering any changes or upgrades to their wealth management strategy to take a financial stress test. Ultra and super wealthy individuals with their own private family offices benefit from periodic financial stress tests, but you don’t need to be ultra or super rich to take advantage of it. Simply click over to VFOAG.com and complete the short form at the bottom of the page to request your stress test, and we’ll contact you to set everything up so that you can take the test in the comfort of your home, or office, or wherever you are absolutely free of charge. You’ll also get immediate access to the free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the digital flip book on Virtual Family Offices by Russ Alan Prince and John Bowen Jr.—also titled, “Your Optimal Financial World.” Again, for your free financial stress test and instant access to both our white paper and the book, Your Optimal Financial World--with our compliments--visit VFOAG.com.
19 Jun 2020
Episode #38: Why Commercial Real Estate Continues to Impress
You can also check out the video version of this podcast on our YouTube Channel! (https://www.youtube.com/watch?v=crq2mKNI1Hs&t=59s)
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 for the sector.
On this episode of Your Money Manual, you'll learn:
1. Why investors should consider adding non-residential real estate to their portfolio when there's so much uncertainty about the economy. (03:18)
2. What it means to repurpose land and reposition assets and why that's advantageous to investors. (06:22)
3. With the pandemic creating some greater economic challenges for everyone including a number of retailers that were already on the bubble, how Mr. Shopoff's perception of retail and shopping center property as an investment has changed. (08:56)
4. The overall prospects for the commercial real estate sector looking forward. (13:30)
If you’d like to learn more about wealth planning for the 2020’s, you may be interested in learning more about The Household Endowment Model. If so, you can order a copy of Vince’s book, The Household Endowment Model—Wealth Planning for Affluent Families. Just click over to themusa.net, that’s https://themusa.net. Or you can click over to AMAZON.COM, and type The Household Endowment Model in the search bar to go directly to our book page. You can also request a copy of our newly updated THEM white paper which you can find along with our other white papers at http://thehouseholdendowmentmodel.com. Of course, if you’d like to sit down to discuss your financial goals and how you can work toward building your optimal financial world, give us a call at (833)THEM-USA.
Look for the video version of Your Money Manual--now available on YouTube. As always, you can hear our audio podcast on many of your favorite services including Spotify, Google Podcasts, I-Heart Radio and Apple Podcasts available on iTunes. So please give us your rating and a review. Your Money Manual is presented by Wealth Strategies Advisory Group, and we invite to follow us on Facebook, Linkedin, Twitter and Instagram. See you next time!
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