An experienced wealth manager joins us to discuss portfolio building, inflation, real estate, but more importantly, his inspiration for helping other professionals achieve financial and family success.

Rob Cook is a certified financial planner and wealth manager who also runs the podcast Contenders Wanted. We speak with him about his early career and the experiences that led him to start his unique, inspirational show. Rob helps high-achieving young professionals live up to their full potential and reach financial success, especially for those balancing a family while doing so. Rob is a firm believer that building a strong portfolio and establishing financial success does not necessitate the sacrifice of one’s values, especially faith, family, and health.

We also have an in-depth discussion on real estate’s place in building one’s portfolio, including the benefits offered, and why even larger institutions continually seek opportunities in commercial real estate. We also discuss the phenomenon of asset price inflation, tracing back to when it began, and how investors can protect themselves as the trend shows signs of accelerating. For those looking to build a strong performing, diversified portfolio to support their family and/or lifestyle, Rob offers many valuable insights that will help them achieve those financial goals.

Key Insights:

• · Understanding how and why Real Estate is a key component of wealth management, and an important part of building a strong, diversified portfolio
• · How market dynamics affect the behavior of larger institutions, and ultimately drives demand for other alternative investments, including (and especially) real estate
• · How recent asset inflation impacts/should impact investors’ mindset and investment decisions
• · The importance of mindset & habit formation to building a foundation for success
• · The key non-analytical, non-linear component to navigating uncertainty

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Rob Cook is a CPA and CFP whose mission in life is to help families build real, meaningful legacies. By day he does this by serving clients as their wealth advisor, with specialties in tax planning and wholistic investment management, and by night he is a podcast host for the Contenders Wanted podcast, a show that advocates that you can have incredible success without sacrificing what is most important in life.

Resources:

https://www.contenderswanted.com/

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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Simple & digestible lessons passive investors can use to better understand and evaluate real estate deals in the Retail & Office sectors of CRE.

Ben Kogut is a Partner and head of Investor Relations at HJH Investments. As a former entrepreneur, Ben joined HJH as an investor, and through his demonstrated knowledge of real estate investing fundamentals & ability to clearly communicate, he earned a position in investor relations. We discuss some of the acquisition criteria Ben & HJH seek in their real estate acquisitions, specifically the pricing, tenancy, and fundamentals they seek for retail & office properties. We address some of the myths and misconceptions about the retail & office sectors and look at how successful retailers have responded to the boom in online e-commerce, and the ways many office tenants have responded to the challenges of the COVID pandemic.

Ben also shares his deceptively simple rules to guide aspiring real estate investors, as well as some more specific insights about the way that his firm is able to close on attractive opportunities in a market where acquisitions are very competitive. With inspiring enthusiasm, Ben shares his belief that the commercial real estate industry can be open to anyone willing to put the time & effort into engineering their own success and offers some tools to help people along the way. Finally, we address how investors can optimize their portfolio to successfully support their lifestyle & lifelong goals.

Key Insights:

· Unveiling some simple lessons to live by as a CRE investor

· A High-level overview of some of the key criteria to look out for to find opportunities in retail & office commercial real estate

· Understanding how retail (and other classes) have evolved in response to the boom in online stores & e-commerce

· Insight into the strategies used to win deals in the extremely competitive post-COVID environment

· The insights & mindset people need to assess retail properties and tenants

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Ben Kogut is a partner at HJH Investments, specializing in investor relations. Ben is also an Austin, Texas-based commercial real estate broker with more than 15 years of experience. His passion is to help investors make wise decisions. Ben studied government and business at University of Texas and later earned an MBA from the Acton School of Business; he is also CCIM certified. Ben specializes in Capital Raising, Acquisitions, Dispositions, Operations, Tenant Relations, Lease Negotiations, Financial Analysis, Re-Finance Banking Process, Construction Management, Credit Analysis, & Systems Implementation.

Resources:

Ben on LinkedIn

Ben’s E-book

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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In-depth insights into the many trends, challenges, & opportunities in the Senior Housing segment of CRE, from a seasoned industry expert.

Shane Connor is Vice President of Bull Realty, a commercial real estate sale, leasing, & advisory firm, where he specializes in Senior Housing assets. We cover the ins-and-outs of the Senior Housing industry, defining the spectrum of care options and acuity, then we deep dive into the major trends in the industry. Shane outlines the trends he believes will be here to stay, and which will be the most impactful in shaping the future of Senior Housing.

Shane shares his insights into the mindset of Senior Housing Owners & Operators, what makes some groups more successful than others, and how the industry is likely to change in response to the demographic trends at play in the US. Shane offers invaluable insights into the world of Senior Housing, and makes a compelling case for why it is a great asset class to be involved in. Most importantly, however, he teaches us how to spot owners & operators that are poised to be successful in the Senior Housing space, not just based on their size or finances, but finding groups with a culture of passion for serving their residents and providing the highest quality of care possible.

Key Insights:

• · Reviewing the spectrum of care options that fall under the “Senior Housing” umbrella
• · Understanding the major trends driving change in the current Senior Housing industry, and how operators will be likely to respond
• · How increasing consolidation of ownership will impact the industry
• · Dissecting some of the reasons Senior Housing owners and operators elect to invest their time and capital in ground-up development, as opposed to acquisitions
• · How technological advancements, particularly in healthcare, impact & shape the Senior Housing Industry

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Shane Connor is Vice President of Bull Realty’s Senior Housing Group and specializes in the acquisition and disposition of institutional-quality senior housing and healthcare-related properties throughout the Southeast. He has over 8 years of healthcare industry knowledge, closing over 1,000 units of commercial real estate acquisitions and supporting Fortune 500 clients like Anthem and United Health Group.

Mr. Connor holds a B.S. in Finance from King’s College and a Master’s in Business and Health Administration from The University of Scranton. With his healthcare, real estate, and financial career experience, Shane is a valued asset and a trusted adviser to both owners and operators. Leveraging his extensive skill set to maximize property value by tailoring marketing services and customizing solutions, he ultimately drives results for his clients.

Resources:

https://www.bullrealty.com/

Shane on LinkedIn

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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An insightful discussion on the many ways our upbringing, personality, and background can influence or motivate many of our professional ambitions and life goals.

Adrian Grant is a Venture Capitalist and Entrepreneur whose passion lies in working with start-ups and helping them find success. We speak about his experiences as a young immigrant living in America, and learning to adapt to a shifting culture. We examine the many ways in which Adrian’s early experiences, his upbringing, and his values influence his professional goals, and the importance of nurturing one’s self-identity. Adrian’s varied & impressive professional journey as an entrepreneur provides a unique perspective on life & business that offers life lessons that any individual can learn from.

We also talk about some of the challenges he has faced in life, and the importance of controlling one’s mindset in order to overcome those. Adrian found ways to incorporate his sense of humor & personality into his professional identity, and found that it afforded him greater success as more people began to follow him and show interest in joining his network. Finally, we speak about some of the keys to finding success in the world of entrepreneurship, including the importance of relationship building, mentorship, and reaching out to be of service to others.

Key Insights:

• · Discussing some of the common experiences of children of immigrant families trying to fit in & succeed in America
• · The importance of embracing your identity, and learning to let it shine through the work you do
• · Understanding the mindset needed to be a fearless entrepreneur & venture capitalist
• · The importance of getting relevant, timely advice from a good mentor
• · Understanding the importance of relationship building in finding success as a businessperson

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Adrian Grant is an Entrepreneur with a passion for helping small start-ups succeed. He’s enjoyed a decade-plus long career that spans product design, engineering, and venture capital, all with a unique ability to balance his expertise in both tech and business.

As an entrepreneur, Adrian has built Media for AI companies with customers spanning Pepsi to Post Foods, including ventures that received backing from the likes of Comcast, Samsung, and Dreamit Ventures, amongst others. As an Engineer, Adrian has been featured in publications from Forbes & PC Magazine to Black Enterprise and recognized by Apple for his work.

Adrian’s skills include Full Stack/Hardware development, early-stage venture capital deal sourcing, seed fundraising, and product management & optimization. He has assisted over 100 start-ups with product design, strategy, and fundraising.

Additionally, Adrian is a published author, who’s book Students of Life aims to provide incoming, current, and former college students of color the tools to control their mindset to be one that that will not only aid in utilizing dormant potential to better oneself, but also energize readers to participate in socially productive activities. Though designed to enrich the lifestyle of up-and-coming and current college students of color, Adrian’s book and its techniques are applicable to all who strive for the conquest of their fears and or goals.

Resources:

https://adriangrant.org/about

https://www.linkedin.com/in/adriangrant3/

Adrian’s Book, Students of Life

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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How the pandemic and reopening is shifting the needs, attitudes, and approaches of office tenants by submarket across the country.

Jen Frisk specializes in strategic advisory services and managing office tenancy transactions across the country in her role as Senior Managing Director at Newmark Knight Frank. We speak about the state of the office in commercial real estate from a tenant & landlord perspective and examine some of the key emerging trends by submarket across the country. Jen’s experience and expertise offers a precise and insightful look at how the office sector of CRE is poised to emerge from the lockdown.

Besides talking about what’s in store for the future of office CRE, we also examine how the industry responded to COVID-19, the effects it had on tenants & landlords, the changing requirements of office spaces, and much more. Most importantly, we discuss the impact that working from home has had on people’s productivity, interconnectedness, and mental health, predicting the ways employers will have to change their attitudes toward workers in the office, and how various firms’ approaches will affect the return of Office CRE.

Key Insights:

• · How the Office sector of Commercial Real Estate (CRE) is changing as employees return, and what the early emerging trends will mean for the future of Office CRE
• · Understanding how COVID-19 has impacted office buildings in various submarkets across the country
• · Reviewing and dispelling some of the misconceptions around how the pandemic has affected tenant behavior
• · How the increasing progress in, and attention paid to, mental health & wellness is impacting the office workspace
• · How company culture impacts the type, layout, and amount of space a firm’s office should occupy

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Jennifer Frisk is a Senior Managing Director in Newmark Knight Frank’s downtown Los Angeles office, where she specializes in strategic advisory services. Ms. Frisk currently manages real estate transactions for clients throughout Southern California, and across the nation. With 13 years of experience working on behalf of tenants, principals, and landlords throughout the world, she brings a unique and creative perspective to her clients.

Jennifer has been an NKF Top Producer in 2015, 2017, and 2018, and has been honored by the Los Angeles Business Summit as a Woman of Influence in 2016 and 2017. Ms. Frisk is also a board member of the Los Angeles Women’s Leadership Council, which supports the collaboration of the women leaders throughout Los Angeles and furthers her involvement within the community.

Prior to joining Newmark Knight Frank, Ms. Frisk was an executive director at LA Realty Partners in the West Los Angeles office. Jennifer also gained experience at Jones Lang LaSalle, where she represented more than one million square feet for Los Angeles landlords, and at Bixby Land Company in Orange County. She graduated from USC with a B.S. in Real Estate Development and is active on the alumni board.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

https://www.linkedin.com/in/jenniferfrisk/

https://officecreated.com/

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Steven Pesavento is a former Management Consultant in Business Process Improvement who decided to chase fulfillment over financial gain by venturing into the world or Real Estate Investing. He got his start by renovating and flipping houses actively, and experienced stellar growth in his first three years. Looking for even more personal freedom, Steven then transitioned to Passive Investments, and launched his very own podcast to meet with other leaders in Commercial Real Estate to exchange tips on the skills needed to find financial freedom through CRE investing.

This episode’s discussion touches on Steven’s journey of professional development, the motivation behind his career journey, and how he views investing today. We especially focus on the importance of harnessing your mindset & emotions to maximize your own productivity and increase your chances for success in any activity. Steven shares some of the lessons he has learned throughout his career, and we pick his brain about some of the most helpful techniques he employs to optimize his mindset for success.

Key Insights:

·       How a desire for flexibility & freedom led to a self-starting career in real estate

·       Understanding the pros and cons of passive real estate investments compared to active projects

·       Tips for taking the reins in life by ignoring thoughts of self-doubt

·       How to design lifestyle changes to maximize your productivity

·       The core mindsets that are most common among successful individuals, especially entrepreneurs

·       Understanding the ways our emotions play into seemingly logical decisions, and tools for harnessing the power of emotion to assure your success

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Steven Pesavento is a real estate entrepreneur and expert relationship direct response marketer. Managing Partner of VonFinch Capital. Investing full time since 2016, he has completed over 200 transactions, renovated nearly 100 houses and transacted over $26,000,000 in residential investment real estate. Mr. Pesavento’s investors have entrusted him with over $10 million of investor capital, delivering solid consistent returns.

A former Management Consultant for some of the Fortune 500’s top companies, he brings his years of process improvement, marketing, and sales experiences to every project. Some of Mr. Pesavento’s skills include effective cross-functional leadership, direct response marketing, company & product branding, effective communication, process improvement & systems management, effective interviewing, and direct sales & negotiation expertise. Mr. Pesavento graduated with honors from prestigious St. John’s University in 2011 and is active in multiple charities including working with youth teaching business with Junior Achievement.

Mr. Pesavento is the host of the top ranked podcast the Investor Mindset he interviews some of the smartest investing minds & authors like Chris Voss (Never Split The Difference), Jay Papasan (One Thing), Joe Fairless (Best Ever Podcast) and many others.

When Steven isn’t focused on empowering & inspiring others to grow, he spends his time hiking in the mountains of Colorado, running, or having fun with his favorite action sports, including snowboarding and kiteboarding.

Resources:

Steven Pesavento Website

Investor Mindset Podcast

Steven’s E-Book

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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An open discussion on the real estate market in Mexico, the challenges associated with investing internationally, and learning the best ways to conquer those obstacles to capture strong returns.

For the next episode of Real Wealth, Real Health, we welcome Fletcher Wheaton, founder of Cabo Key Real Estate, and an international real estate investor with extensive experience in the Cabo San Lucas region of Mexico. Following the Great Recession in 2008, Fletcher decided to bet on himself as an entrepreneur and he ventured into real estate, where he started by purchasing housing assets aimed at young professionals and college students. Having been a renter himself, Fletcher saw and understood the opportunities for growth that exist with strategic investments in rental properties. When his father purchased an investment property in Mexico, his investment focus – and life shifted.

Fletcher recognized a burgeoning market with plenty of room for growth, and little competition, and has since dedicated himself to learning the ins-and-outs of the Mexican real estate market. His amassed expertise and excellent video exhibits of the marketplace have positioned him as a leading resource for prospective investors, and among the growing ex-pat community in Cabo. Our enlightening discussion touches on the various challenges one is likely to face when starting (and continuing to operate) as an international investor, the changes Fletcher sees on the horizon for Mexican commercial real estate, and his predictions for appreciation that will make Cabo stand out as an even greater investment opportunity. As always, we also touch upon Fletcher’s personal views on wealth building, and the meaning behind one’s pursuit for financial security.

Key Insights:

· Understanding the process of getting involved with international commercial real estate investing as a US citizen

· Examining how seasonality (Spring Break) impacts Mexico’s tourist-centered real estate markets

· Tips for navigating the structural and cultural challenges of investing abroad

· Breaking down the reasons people seek investments overseas, and why Mexico stands out as a popular choice

· Assessing the future of Mexican commercial real estate, and how investors can maximize value on the way

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Fletcher Wheaton is an international real estate investor and educator. He first got into real estate in 2008, when he and his family invested into student housing in his hometown of New Orleans, LA.

On a real estate scouting trip in Los Cabos, Mexico, Fletcher met his wife who also works in real estate, and the rest in history. He has since transitioned to an investment portfolio in the Mexican beach markets. Fletcher now helps North American investors buy into these markets with his extensive knowledge and local connections. You can connect with him on LinkedIn or visit his site cabokey.com

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

Fletcher’s LinkedIn

Fletcher’s YouTube Channel

Cabokey.com

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Assessing the actual impact of the pandemic on lender outlook & expectations, as well as how the resulting debt structure standard impacts commercial real estate transactions

In this episode of Real Wealth, Real Health, we welcome back, Todd Friedenberg of Q10 Vista Commercial Mortgage Group. At the start of the Covid-19 pandemic in 2020, Todd shared his insights with us on how the retail, hotel, multifamily, and industrial commercial real estate sectors would fare through the pandemic & shutdowns, as well as how lenders would likely respond. In this episode, we revisit some of Todd’s predictions and assess the actual impact that Covid-19 has had on real estate lenders and their requirements of borrowers. In addition to looking back on our predictions for the commercial real estate sector, we assess the factors that have bucked expectations or changed throughout the year, and the impact these changes have had on rates & requirements. Finally, we talk about how each sector is poised to perform as we emerge from lockdowns and restrictions begin to lift.

Besides looking back at lending activity during the pandemic, this discussion examines how debt impacts commercial real estate investments, especially as requirements like 12-month interest reserves have become standard in response to pandemic-driven uncertainty. We explore how Real Estate Sponsors view debt, by examining the key metrics they pay attention to, how they handle additional required reserves, and the preferred debt sources for different types of properties, or in different stages of the business plan. We further discuss the impact of mezzanine debt on transaction and investor returns, as well as our predictions for the future movements of interest rates and cap rates as we (hopefully) begin the economic recovery.

Key Insights:

· Assessing the impact that the pandemic has actually had on lenders compared to our expectations

· Understanding how Real Estate Sponsors view debt for different types of commercial real estate projects

· The pros and cons of using Debt Funds vs Agency Loans vs Bank Loans

· Understanding how mezzanine debt impacts a transaction, and thus investor returns

· Reviewing the key metrics both lenders and borrowers ask about most frequently

· Predicting the future movements of interest rates & cap rates across commercial real estate sectors

· How Covid-19 has impacted lending activity in secondary and tertiary markets

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Todd Friedenbery is President and a principal of Q10|Vista Commercial Mortgage Group and has over 30 years of commercial real estate experience in debt & equity financing, brokerage and valuation consulting. Mr. Friedenberg was previously a Vice-President with GE Commercial Finance and Column Financial (Credit-Suisse), and served as a commercial mortgage banker since 1990 with various firms in Nashville. He has originated more than $1 billion of debt and equity over his career.

Todd Friedenberg is a graduate of Indiana University and received a B.S. in Business majoring in Finance and Real Estate Administration. Todd is a Certified Commercial Investment Member (CCIM) with the Commercial Investment Real Estate Institute and is a Tennessee Certified General Appraiser and holds a Tennessee Affiliate Brokers License. Mr. Friedenberg is involved with several Nashville area Non-profit organizations and currently serves as Board Chairman of Samaritan Recovery Community and as a close advisor to Alpha Investing, serving as our VP of Commercial Real Estate.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

https://www.q10capital.com/

Todd on LinkedIn

Content.naic.org/

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For our latest episode of Real Wealth, Real Health, we’re continuing with our theme of exploring the benefits of passive real estate investing, as we welcome Alina Trigub, Managing Partner of SAMO Financial. In this instructive & informative episode, we hear about Alina’s arrival in America as an immigrant, and how she worked her way to success, first as a public (then private) accountant, and then making the jump to information technology. In search of a way to lower her yearly tax bill, Alina found passive real estate investing by far the best option and used syndications as the vehicle to do so. Alina’s early experiences with investing taught her that sponsor selection and proper due diligence are paramount to ensuring a deal performs as advertised. Having learned the ropes, Alina sought to make passive investing through syndications more accessible to everyone, and founded SAMO Financial, a firm focused on helping people build wealth for themselves, their families, and generations to come.

As we explore the world of passive investing, Alina provides excellent insights into the details she examines when evaluating a potential sponsor or new deal. We cover the importance of transparency from a sponsor, what to look for in their track record, and how to examine materials with a healthy dose of skepticism. Furthermore, we talk about how she examines a sponsor’s underwriting model, diligence materials, and business plan for any given asset.

Finally, we also look at how real estate investing can offer different advantages relative to the needs or preferences of an investor, the major advantages offered by passive investments in real estate, especially from a tax perspective, and Alina’s personal view on the definition of Wealth.

Key Insights:

· How passively investing in real estate through syndications can provide significant tax benefits, while helping establish a diversified portfolio outside of Wall St.

· How to go through the process of selecting the right real estate sponsor, including tips on performing thorough due diligence

· Some of the key points to pay attention to when examining a sponsor’s track record

· How the demographic and employment qualities of a market/submarket can affect demand, and consequently the performance of an asset

· Why looking at IRR alone can be a deceiving way to evaluate real estate deals

· The importance of a nimble & well-researched business strategy in any given investment

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Alina is the founder and Managing Partner of SAMO Financial. It’s a boutique private equity firm specializing in helping busy business owners and IT professionals passively invest in commercial real estate. Alina’s business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time”. Her passion is to teach others how to build wealth by investing passively.

Alina has helped her clients to acquire and invest in over 2200 apartment doors, over 45MM in self-storage fund, and over 10MM in a mobile home park Fund. Her business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time”. Her passion is to teach others how to build wealth by investing passively. 

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

Samo Financial

Portfolio Diversification Whitepaper

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Proper tax planning and strategy are key to keeping the wealth that one builds with real estate investing.

In this episode of Real Wealth, Real Health, we turn our eyes to the ever-important topics of taxation and retirement planning, as we welcome Paul Sundin of Sundin & Fish PLC. Paul is a CPA who specializes in tax & retirement planning. During this in-depth discussion, we dive into the world of taxes, specifically as it relates to how real estate investors should envision tax planning & preparation, how different investment types will affect their tax liability, and the types of retirement accounts that maximize tax savings, regardless of your stage in financial growth & development.

Our thorough conversation delves into the various advantages and disadvantages of investing in real estate, covering the mechanics of tax deductions: from investment income, the different structures your real estate investment can take on (and their pros & cons), and the most important things to consider when investing in multiple properties each year. We also dedicate some time to the merits of Defined Benefit Plans in retirement planning, as this retirement vehicle is not well known, but can be a significant boon to wealthy investors who want to increase their yearly retirement contributions, beyond the limits of a 401K or IRA. Finally, we address some more contemporary issues, such as how cryptocurrency can factor into your retirement & tax planning, and the risks involved in doing so.

Key Insights:

· The tax implications of real estate investing, especially through different investment vehicles, and in multiple states

· How investing in real estate through syndications can provide significant benefits in the form of depreciation

· The difference between debt and equity investing, especially from an investor’s perspective

· Preparing to maximize tax efficiency in the current political environment

· The benefits and risk factors associated with establishing a Defined Benefit Plan for retirement, and how investors can open one up for themselves

· What should be contributed to a Defined Benefit Plan vs. a 401K

——

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Paul Sundin is a CPA and tax strategist. He is a partner at Sundin & Fish, PLC in Chandler, Arizona and owner of Emparion, a retirement structuring firm.

With a worldwide client base, he specializes in tax planning and retirement structuring for business owners and entrepreneurs. In addition to being a CPA, he is also an author, speaker and consultant. His professional mission is to educate taxpayers on tax policy, personal finance and retirement planning.

With 20+ years of experience, Paul provides a comprehensive and personal approach that is different than most CPAs. His approach starts with educating his clients on effective and practical ways of reducing their tax liability and achieving their financial goals. He brings a depth of insight and personal engagement to his client services.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

https://www.sundincpa.com/

https://www.emparion.com/about-us/

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