How Paper Assets Fit Into the Deferred Sales Trust Strategy
Thursday, April 23
If you’re holding a portfolio filled with appreciated paper assets like stocks or bonds, you may feel like you’re walking a tax tightrope every time you consider selling. Those gains can be substantial, but so can the tax bill that follows. While there’s no way to avoid taxes, deferring capital g...
Selling an Inherited Historic Property Without a Huge Tax Hit
Wednesday, April 22
Inheriting a historic property can be both a gift and a financial challenge. These homes or buildings often have deep sentimental value and cultural significance, but they can also come with significant preservation costs and a heavy capital gains tax burden if you decide to sell. If you’re think...
Google Ads Secrets for High-Quality Leads with John Horn
Tuesday, April 21
Generating leads through Google Ads is easy. Generating high-quality, conversion-ready leads that actually turn into real deals? That’s where most investors and business owners get stuck. In a recent conversation, I sat down with John Horn, Co-Founder and CEO of StubGroup, to unpack what truly se...
Build a Profitable Business That Actually Lasts
Monday, April 20
Lessons from Entrepreneur, CEO, and Investor Mike Cassidy What does it really take to build a business that doesn’t just grow—but endures? In today’s environment, it’s easy to get caught chasing growth. Raise more capital. Scale faster. Do more deals. But the truth is—especially for real estate i...
Passive Income for High-Net-Worth Entrepreneurs with George Stefanou
Friday, April 17
If you’ve spent decades building a successful business, you already know how to generate income. But what happens after the exit? That’s where most entrepreneurs face a completely different challenge—one they were never trained for. In this conversation with George Stefanou, founder of Two Comma ...
Financial Advisors’ Biggest Obstacle and Opportunity to Grow AUM
Thursday, April 16
In today’s competitive advisory landscape, many financial advisors assume their growth is limited by external factors — market volatility, product performance, or economic uncertainty. But in reality, the greatest constraint is often internal and far more controllable. In this episode, Mike Saund...