Impact Wealth Podcast

Episode 64: Impact Wealth Podcast - Should You Borrow Money Using Your Securities As Collateral?

Impact Wealth — Wed, 25 Aug 2021 22:00:00 +0000

Reach the folks at Impact Wealth and decide if you should be borrowing money and using your portfolio as collateral. Is it a good idea? See what Anthony Harrigan thinks.

Episode 63: Impact Wealth Podcast - Will The Government Stop The 1031 Exchange In Real Estate?

Impact Wealth — Sat, 14 Aug 2021 21:39:50 +0000

Will Uncle Sam get rid of the 1031 Exchange? Check out this quick podcast and see! And if you want to get in touch with Anthony, send a note to Impact@ImpactWealth.com

Episode 62: Impact Wealth Podcast - Can Fixed Income Help With Retirement Income?

Impact Wealth — Tue, 29 Dec 2020 20:56:06 +0000

http://impactwealth.com Listen to Jim Teegarden talk about fixed income and why it can help your portfolio.

Episode 61: Impact Wealth Podcast - Are Commissions Inherently Bad In Wealth Management?

Impact Wealth — Wed, 16 Dec 2020 20:30:33 +0000

Impact@ImpactWealth.com Reach out to us and have an honest discussion about commissions, and whether or not they help or hurt!

Episode 60: Impact Wealth Podcast - End Of Year Planning To Reduce Taxes

Impact Wealth — Fri, 11 Dec 2020 22:13:21 +0000

http://impactwealth.com. Here is a quick podcast to check on things to do before the end of the year.

Impact Wealth Podcast - Protect Yourself Against High Market Volatility With Cabers

Impact Wealth — Wed, 18 Nov 2020 04:33:12 +0000

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Market scaring you? There is a solution to shield yourself from volatility.

Impact Wealth Podcast - Why Invest In Hedge Funds?

Impact Wealth — Wed, 14 Oct 2020 21:20:54 +0000

Impact@ImpactWealth.com. Why should you invest in a hedge fund? Check out this quick wealth management podcast and see why!

Impact Wealth Podcast - Why Invest In Private Equity?

Impact Wealth — Mon, 12 Oct 2020 18:36:43 +0000

Impact@ImpactWealth.com Why should you invest in P/E? Listen to Anthony Harrigan speak about the benefits in P/E for a portfolio.

Impact Wealth Podcast - Save Taxes By Planning Right Now

Impact Wealth — Wed, 07 Oct 2020 16:39:03 +0000

http://impactwealth.com. NOW is the time to do some tax planning. Plan now to keep your taxes under control for 2020 and 2021!

And if you need to speak with Anthony, contact him: Impact@ImpactWealth.com

Impact Wealth Podcast - Are Commissions Fair In Wealth Management?

Impact Wealth — Tue, 22 Sep 2020 20:46:44 +0000

http://impactwealth.com Listen to Chris Schommer speak on the role of commissions in wealth management. Are commissions more transparent?

Impact Wealth Podcast - Will The 1031 Exchange Disappear?

Impact Wealth — Wed, 09 Sep 2020 16:58:12 +0000

http://impactwealth.com.
Will the 1031 exchange go away? What would it mean to the economy? Listen to Anthony Harrigan speak about the proposed change, and his opinions on it.

Impact Wealth Podcast - The Impact Focus Plan Helps You Navigate Your Own Finances

Impact Wealth — Tue, 07 Jul 2020 19:38:23 +0000

http://impactwealth.com And what is the catch? There isn't one. Let us get a financial snapshot of your finances, risks and rewards so you get a clear picture

Impact Wealth Podcast - A Safe Product To Weather Today's Financial Storm

Impact Wealth — Tue, 07 Jul 2020 19:23:55 +0000

http://impactwealth.com CABRs is a cash and bond replacement strategy that keeps investors from losing money in the stock market, while participating in the gain!

Impact Wealth Podcast - About Alena Mouradian

Impact Wealth — Mon, 22 Jun 2020 23:42:11 +0000

http://impactwealth.com Here is a podcast where you get to meet Alena, a valuable member of the Impact Wealth team

Impact Wealth Podcast - About Anthony Harrigan

Impact Wealth — Mon, 08 Jun 2020 22:54:08 +0000

Anthony is a founder and principal at Impact Wealth. He's been in wealth management for decades. This podcast talks more about Anthony the man, not just Anthony the wealth manager.

Impact Wealth Podcast - About Jim Teegarden

Impact Wealth — Mon, 08 Jun 2020 22:45:20 +0000

This quick podcast talks about Jim Teegarden, a founder and principal at Impact Wealth. Let's hear a little about his personal life and his feelings about his business.

Impact Wealth Podcast - About Jessica Martin

Impact Wealth — Mon, 08 Jun 2020 20:39:43 +0000

http://impactwealth.com Let's talk with Jessica Martin about her role at Impact Wealth, and little about her personal life.

Impact Wealth Podcast - Who Is Chris Schommer?

Impact Wealth — Mon, 08 Jun 2020 20:21:26 +0000

http://impactwealth.com Listen to Chris Schommer, a team member of Impact wealth, tell us a bit about who he is.

Enjoy!

Impact Wealth Podcast - An Interview With Anthony DiTullo

Impact Wealth — Thu, 28 May 2020 22:36:43 +0000

Idea sharing is a core tenet of Lion Street. Gary Bottoms' Firm, The Bottoms Group, based in Marietta, Ga., created a newsletter to drive home the importance of life insurance during this pandemic.

http://impactwealth.com

Gary spoke with Lion Street Field Vice President Anthony DiTullo about the creative process and goals for The BottomsLine. Plus, they discussed how Gary used Lion Street resources in The BottomsLine and what planning opportunities have emerged as a result of the newsletter.

Impact Wealth Podcast - About Matt Teegarden

Impact Wealth — Thu, 28 May 2020 22:34:20 +0000

Matt Teegarden has had the privilege of spending the majority of his career with Teegarden Financial and to have been with Impact Wealth since its inception. He brings with him each day a conviction for the high purpose our firm plays in the lives of our clients; a belief born anew each time another family is served. Heading the firm’s planning and design operations, Matt thrives on the creative aspects of his role, looking at each new client situation with the excitement and expectancy an artist may when looking upon a blank canvas.

Impact Wealth Podcast - Why Is There A Stigma About Insurance?

Impact Wealth — Fri, 22 May 2020 19:27:31 +0000

http://moretaxfreewealth.com

Listen to Jimmy Calano, a friend of Impact Wealth discuss the stigma surrounding insurance. And his view is that there shouldn't be one!

Impact Wealth Podcast - Jimmy Calano On Premium Finance

Impact Wealth — Fri, 15 May 2020 18:21:55 +0000

http://impactwealth.com

Premium finance can greatly help in retirement income, estate planning and as an overall tax instrument. Listen to Jimmy Calano speak on this quick podcast

Impact Wealth Podcast - Jimmy Calano On Insurance Being A Rare Asset Class

Impact Wealth — Fri, 01 May 2020 20:25:03 +0000

http://impactwealth.com
Listen to Jimmy Calano speaking on insurance as an asset class. See why he feels that premium financed insurance.

Impact Wealth Podcast - Are There Tips For Protecting My Wealth During The Corona Virus?

Impact Wealth — Fri, 20 Mar 2020 20:19:59 +0000

Jim Teegarden says its not all doom and gloom! Follow his tips for being ready, financially, for the Corona Pandemic

Impact Wealth Podcast - How Do I Protect My Wealth During This Corona Virus?

Impact Wealth — Thu, 19 Mar 2020 18:11:48 +0000

Jim Teegarden speaks on protecting wealth in the middle of a Corona virus! But you'll be happy to hear from him. It's not as bad as we are seeing.

Impact Wealth Podcast - Corona Virus And Should We Panic?

Impact Wealth — Thu, 19 Mar 2020 18:10:07 +0000

Jim Teegarden speaks on the Corona Virus. In this time of panic, Jim's words are pretty soothing.

Impact Wealth Podcast - 1031 Exchange Benefits Include Tax Deferral

Impact Wealth — Tue, 10 Mar 2020 15:30:25 +0000

A DST or 1031 allows you to defer taxes when you sell your property. And deferred taxes usually make people happy!

Impact Wealth Podcast - 1031 & DST Benefits Include Deferring Depreciation

Impact Wealth — Tue, 10 Mar 2020 15:28:31 +0000

DSTs and 1031s allow you to defer the depreciation because you buy new properties, and the depreciation schedule starts all over again!

Impact Wealth Podcast - DST Benefits Include No Management Headaches!

Impact Wealth — Tue, 10 Mar 2020 15:25:33 +0000

A DST can relieve the problems you may have when you are a landlord. As a passive investor with management in place, you aren't taking calls in the middle of the night!

Impact Wealth Podcast - DST Benefits May Include Improved Tax Advantaged Income

Impact Wealth — Tue, 10 Mar 2020 15:23:32 +0000

Tax advantaged income can increase with A DST. It doesn't happen all the time, but income and tax advantages can improve at the same time!

Impact Wealth Podcast - DST Benefits Include Simplifying Your Estate

Impact Wealth — Tue, 10 Mar 2020 15:20:48 +0000

A DST benefit that many people like is the ability to simplify an estate. No condos to split up for heirs, no farms to subdivide. Many clients use this vehicle solely for that, even though there are so many more benefits.

Impact Wealth Podcast - How Much Do I Need To Set Up A DST?

Impact Wealth — Tue, 10 Mar 2020 15:18:57 +0000

Do DSTs have minimums? If so, what are they? Is this asset class only available to the super wealthy?

Impact Wealth Podcast - Can DST Purchasers See The Properties Before They Invest?

Impact Wealth — Tue, 10 Mar 2020 15:16:11 +0000

DST investors have the option to see and touch the properties they invest in. Or, they may choose not to! That's the freedom of a DST

Impact Wealth Podcast - DST Benefits Include Getting Institutional Real Estate

Impact Wealth — Tue, 10 Mar 2020 15:14:15 +0000

A DST can get investors access to institutional quality real estate. And who knows? Other partners in your real estate may include large institutions.

Impact Wealth Podcast - DST Benefits Include Higher Quality Tenants

Impact Wealth — Tue, 10 Mar 2020 15:11:56 +0000

A DST has another great benefit- you often get a higher quality tenant. The DST could be a a commercial space or a multi dwelling unit. There is management that screens the tenants as well.

Impact Wealth Podcast - DST Benefits Include Higher Quality Tenants

Impact Wealth — Tue, 10 Mar 2020 15:11:36 +0000

A DST has another great benefit- you often get a higher quality tenant. The DST could be a a commercial space or a multi dwelling unit. There is management that screens the tenants as well.

Impact Wealth Podcast - DST Benefits Include No Recourse Financing

Impact Wealth — Tue, 10 Mar 2020 15:08:16 +0000

DSTs have non-recourse financing. What is that, and why is it an important benefit? Check out this quick DST podcast!

Impact Wealth Podcast - What Fees Are Involved With A DST?

Impact Wealth — Tue, 10 Mar 2020 15:06:24 +0000

When you set up a DST or even a 1031 Exchange, naturally there will be fees! But what are they? Here's a clean explanation of what you would pay.

Impact Wealth Podcast - Are There Hidden Fees With DSTs Or 1031 Exchanges?

Impact Wealth — Tue, 10 Mar 2020 15:01:45 +0000

1031 and DST - Are there hidden fees? Who else is involved in getting fees with a DST?

Impact Wealth Podcast - What Does Kaizen Do For Retirement?

Impact Wealth — Wed, 15 Jan 2020 22:42:53 +0000

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Kaizen? What is it? What does it mean and how can it help your retirement?

Impact Wealth Podcast - The Way To Set Up A Kaizen Account For Retirement

Impact Wealth — Wed, 15 Jan 2020 22:39:53 +0000

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We've discussed Kaizen and its advantages...but how difficult are they to set up? Not difficult, says Jim Teegarden at Impact Wealth

Impact Wealth Podcast - What Is A Stretch IRA?

Impact Wealth — Wed, 15 Jan 2020 22:38:54 +0000

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Jim Teegarden discusses Stretch IRA's. How do they help and are they in danger?

Impact Wealth Podcast - How Does Tax Free Compounding Work?

Impact Wealth — Wed, 15 Jan 2020 22:37:28 +0000

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Jim discusses the benefits of tax free compounding in this wealth management podcast.

Impact Wealth Podcast - What Is The Secure Act?

Impact Wealth — Wed, 15 Jan 2020 22:36:06 +0000

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Let Jim Teegarden take some of the mystery out of the secure act...and learn how it can help you.

Impact Wealth Retirement Podcast - Retirement Mistakes!

Impact Wealth — Wed, 15 Jan 2020 22:34:50 +0000

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Don't make these retirement mistakes! Listen to Jim Teegarden discuss how to avoid them!

Impact Wealth Podcast

Impact Wealth — Wed, 15 Jan 2020 22:32:49 +0000

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Listen to Jim Teegarden discuss what Kaizen can do for your portfolio. It's not as scary as it sounds...and can greatly impact your retirement!

Impact Wealth Podcast - How Do You Set Up A DST 1031?

Impact Wealth — Fri, 03 Jan 2020 20:09:49 +0000

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Anthony Harrigan discusses a DST 1031 Exchange, and the logistics behind setting them up!

Impact Wealth Podcast - What Is A DST 1031

Impact Wealth — Fri, 03 Jan 2020 20:08:13 +0000

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A DST 1031 can save you taxes and the headaches of property management. Find out what Anthony Harrigan thinks of them!

Impact Wealth Podcast - CFO Speaks On Company Financial Planning

Impact Wealth — Fri, 03 Jan 2020 20:06:18 +0000

https://impactwealth.com/solutions/financial-planning
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Can a taxable event kill your firm? Listen to Ann Diddlebock discuss how a CFO thinks about estate planning

Impact Wealth Podcast - Three Things You Should Be Asking Your Financial Planner

Impact Wealth — Fri, 03 Jan 2020 20:04:36 +0000

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Hear a quick impact wealth podcast about financial planning...and the 3 things you should be asking YOUR planner!

Impact Wealth Podcast - Why Would People Consult A Financial Planner?

Impact Wealth — Fri, 03 Jan 2020 20:02:46 +0000

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Listen to Anthony Harrigan of Impact Wealth discuss why people even consult financial planners! And are they worth it?

Impact Wealth Podcast - Why Does A Firm's Structure Matter?

Impact Wealth — Fri, 03 Jan 2020 20:01:07 +0000

https://impactwealth.com/insights

Listen To Anthony Harrigan discuss why a firm's structure matters...for now, for later and for tax and legacy matters.

Impact Wealth Podcast - A "GUT: Reaction!

Impact Wealth — Fri, 03 Jan 2020 19:52:24 +0000

https://impactwealth.com/solutions/financial-planning

People have a gut reaction to the word "annuity." Why do people have this reaction and what should we know when first thinking about them?

Impact Wealth Podcast - A Retirement Income Vehicle You Should Know About

Impact Wealth — Thu, 26 Dec 2019 21:13:17 +0000

http://impactwealth.com

Listen to David Prichard talk about a retirement income vehicle you should know about!

Impact Wealth Podcast - Let's Talk About Behavioral Finance

Impact Wealth — Wed, 20 Nov 2019 17:40:06 +0000

http://impactwealth.com Listen to Jim Teegarden discuss one of the biggest pieces to the finance puzzle....the client's behavior!

Impact Wealth Podcast - Why Would Anyone Buy An Annuity?

Impact Wealth — Mon, 11 Nov 2019 17:53:09 +0000

http://impactwealth.com Why would anyone purchase an annuity? Listen to Jim Teegarden at impact wealth and listen for yourself!

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
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Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

Impact Wealth Podcast

Impact Wealth — Tue, 29 Oct 2019 22:31:06 +0000

Listen to Jim Teegarden of Impact Wealth discuss "behavioral finance."

It's interesting to think that it may not be the market, it may the investor!

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

Impact Wealth Podcast - The Process To Build Relationships With Clients

Impact Wealth — Tue, 08 Oct 2019 19:19:51 +0000

http://impactwealth.com

Hear Anthony Harrigan discuss his firm's process for bringing on new clients. What do they discuss? Why are they different?

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

Impact Wealth Podcast - Should We Discuss Tax Free Retirement Income?

Impact Wealth — Tue, 10 Sep 2019 19:18:57 +0000

Interesting podcast about getting tax free retirement income

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Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

David Prichard Speaks On An Interesting Insurance Question

Impact Wealth — Wed, 04 Sep 2019 21:24:38 +0000

Why should you buy insurance when you already have it? Listen to David Prichard of Impact Wealth discuss it!

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Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

Impact Wealth Podcast -What About Real Estate?

Impact Wealth — Wed, 21 Aug 2019 16:07:10 +0000

Listen to Anthony Harrigan speak on the ups and downs of real estate

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments may have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

Impact Wealth Podcast - A Discussion About Alternative Investments

Impact Wealth — Wed, 21 Aug 2019 16:04:04 +0000

An interesting discussion with Jim Teegarden, about Alternative Investments

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments may have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

Impact Wealth Podcast - Alternative Investments!

Impact Wealth — Fri, 09 Aug 2019 17:26:33 +0000

Hear an expert speak about alternative investments. They can help a portfolio greatly, and not as confusing as you may think!

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.