It’s tragic when one generation leaves a fortune to the next and they squander it. Or some unforeseen event wipes out a family’s business or portfolio…and the heirs have no idea how to rebuild. It’s one thing to build a fortune and another to raise a fortune builder. In this episode we talk about […]
Creating Wealth for Generations Read More »
Once a year our producers let us out of the studio to hang out on a cruise ship with an enthusiastic contingent of listeners…and some of the biggest brains in investing and economics. And we always have a GREAT time! Our tradition is to record a radio show in front of a live studio audience
03/29/15: Live from the 13th Annual Investor Summit at Sea Read More »
Most people we know (ourselves included) would like to be more organized. When it comes to investing and wealth management, great organization is more than just a convenience. It’s a necessity. Otherwise you risk losing everything you’ve worked so hard to build. So while doing deals and chasing profits is exhilarating, there’s a bigger picture
9/21/14: The Big Picture – Structures for Protecting, Preserving and Passing Your Wealth Read More »
When it comes to retirement, getting there means knowing where, why and how. And without foresight, opportunities can be squandered or missed altogether. Since real estate is simply a means to an end, it’s important to begin with the end in mind. Host Robert Helms takes a look at what things you need to think
9/18/11: Retirement Planning Abroad and Beyond – How to Have Your Cake and Eat It Too Read More »