Registered Investment Advisor Podcast

John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit.

Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light.

Listen to this insightful RIA episode with John Casmon about building wealth through multifamily investments.

Here is what to expect on this week’s show:

– How having a mentor and making partnerships are important aspects to achieving success in real estate.

– How generating passive income safeguards people against job loss and financial instability.

– Why you should set clear investment goals that are aligned with your personal financial objectives.

– How people should select investments that directly contribute to their primary financial goals.

– Why it’s necessary to adapt investment strategies in response to personal and market changes.

Connect with John:

Links Mentioned:

casmoncapital.com

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@Casmon_Capital

Instagram

@casmoncapital

Facebook

facebook.com/casmoncapital

LinkedIn

linkedin.com/company/casmoncapital

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Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois.

Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management.

Here is what to expect on this week’s show:

– How it’s important to focus on clients that add significantly to both profitability and job satisfaction.

– Why standard bonds don’t adequately cover the entire fixed income spectrum.

– How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients.

– Why it’s important to consider your clients’ legacy assets and their varied financial needs.

– How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments.

Connect with Jonathan:

Links Mentioned:

seedwealthmgmt.com

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Charlie started his career alongside Scott in 2013 after graduating from Texas A&M University. He married his wife, Katie, in 2016 and is loving his life at home with their kids Molly (born 2019) and Scottie (2022). Since 2014, Charlie has been actively involved in Practice Ministries and was honored to serve as the Yellow Rose Gala Chairman in 2018. As a family the Burfords enjoy trips to Montana each summer, going to the pool in the summers, and getting out on the golf course.

In business, Charlie has led the Burford Brothers as CEO since 2020 focusing most of his efforts on the financial planning side of the business to pair well with his father and President, Scott, who leads the team on the investment side. While still involved with macro investment decisions, Charlie utilizes his vast knowledge gained from the CFP designation and his experience since 2013 to specialize in financial planning to bring objective value to clients each year.

Listen to this insightful RIA episode with Charlie Burford about innovating wealth management.

Here is what to expect on this week’s show:

– How Burford Brothers offers a range of services, including family office and risk management.

– Why Burford Brothers is developing an in-house alternatives fund, leveraging local and global managers for a unique offering

– How referrals and networking are great ways to land new clients.

– Why many people struggle with their finances because they are busy with other aspects of their lives.

– How Burford Brothers excels in helping clients with complex needs, including business owners and philanthropists.

Connect with Charlie:

Links Mentioned:

burfordbrothers.com

Instagram

@burfordbrothers

Facebook

facebook.com/burfordbrothers

LinkedIn

linkedin.com/company/burford-brothers-inc

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Nic DeAngelo, known as the “Fixed Income GOAT” in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating and value-driven discussions for podcast audiences. Nic’s investment philosophy is grounded in two foundational beliefs: “Wall Street is broken. Real Estate is the cure.” and “Economics tells the future.” As the CEO and Founder of Saint Investment Group, he leads a seasoned team in acquiring institutional-grade real estate assets nationwide. Their portfolio spans over 20 states, comprising 24 projects and 500+ loans, showcasing their strategy-driven prowess. Saint is poised to raise over $100 million yearly under Nic’s leadership.

High-level podcasters such as Hunter Thompson, Tyler Lyons, and Jonathan Cattani have praised Nic, inviting him as a guest on some of their highest-reviewed episodes. His data-driven investing approach has garnered acclaim, leading to return invitations for updates on economic insights shared on previous shows. Nic’s ability to simplify complex theories ensures dense material is delivered in an entertaining and easily digestible manner.

Listen to this insightful RIA episode with Nic DeAngelo about going from distressed assets to stable returns.

Here is what to expect on this week’s show:

– How the Saint Investment Group works with big banks and financial institutions to clean up their books by buying mortgages with issues.

– Why their aim is to keep homeowners in their homes.

– How creating content and educating investors can lead to gaining more clients.

– Why offering free education builds trust amongst clients.

– How Saint Investment Group shifted focus to providing fixed income to investors, offering returns in the 12-14% range.

Connect with Nic:

Links Mentioned:

saintinvestment.com

Instagram

@nicdeangelo

Facebook

facebook.com/SaintInvestment

LinkedIn

linkedin.com/company/saint-investment

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Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ.

Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process.

Listen to this insightful RIA episode with Curtis Stowers about using a holistic approach to financial planning.

Here is what to expect on this week’s show:

– How the biggest mistake clients make is not optimizing their tax planning opportunities while investing without a clear strategy.

– Why procrastinating your financial planning is a bad idea.

– How people should focus on all five F’s – faith, family, friends, fitness, and finance.

– Why it’s vital to stay ahead of the curve by staying on top of industry changes.

– How financial planning should be used as a tool to help clients achieve their goals and live their lives to the fullest.

Connect with Curtis:

Links Mentioned:

f5fp.com

Twitter

@curtstowers

Instagram

Facebook

facebook.com/f5financialplanning

LinkedIn

linkedin.com/in/curtstowers/#%E2%80%8E

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Jeff Bartsch is the founding communication and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff’s commentary has been featured in publications including Time Magazine, USA Today, and the Associated Press. Through Story Greenlight, Jeff helps high-trust professional advisors to create human connections that drive business growth. He believes that the power of story is within reach of everyone, and that human connection is everything.

Listen to this insightful RIA episode with Jeff Bartsch about going from creating content in Hollywood to helping RIAs connect with clients.

Here is what to expect on this week’s show:

– How communication is vital when helping advisors connect with their clients on a deeper level.

– Why being good at what you do doesn’t automatically attract new clients.

– How advisors should use a compelling story and focus on who they are when selling their services.

– Why speaking to specific problems within a vertical resonates more than trying to appeal to everyone.

– How many advisors are moving towards using virtual CFO services to differentiate themselves and connect with clients.

Connect with Jeff:

Links Mentioned:

resolveentertainment.com

LinkedIn

linkedin.com/in/jeff-bartsch-0265934

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David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier.

His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.

Listen to this insightful RIA episode with David McKnight about how to get your clients to the 0% tax bracket.

Here is what to expect on this week’s show:

– How Americans need to shift their retirement saving strategies because of the potential increase in tax rates.

– Why the conventional wisdom of saving in tax-deferred vehicles such IRAs might not be the best move.

– How it can be difficult to convince your clients to pay taxes now instead of waiting to pay in the future when the tax rate might be higher.

– Why Americans need to educate themselves about the future of tax rates.

– How there are many benefits to tax-free retirement planning and what they are.

Connect with David:

Links Mentioned:

powerofzero.com

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@mcknightandco

Facebook

facebook.com/davidmcknightandcompany

LinkedIn

linkedin.com/in/thepowerofzero

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Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.

Chris founded TheTechnicalTraders.com, a platform that provides investors with Asset Revesting signals and education on using technical analysis and position and risk management. He is also the author of the books “Technical Trading Mastery” and “Asset Revesting,” his newest book, which explores this innovative investment method.

Chris’ investment philosophy is grounded in the belief that diversification and the buy and-hold strategy can be dangerous for mature investors. Instead, he advocates for only owning assets that are rising in value, selling those that are in decline, and using technical analysis to identify and confirm these trends and price action. This approach helps investors achieve above-average returns while minimizing risk.

Listen to this insightful RIA episode with Chris Vermeulen about the art of technical trading.

Here is what to expect on this week’s show:

– How technical analysis focuses on following price actions and trends across different asset classes.

– Why The Technical Traders uses technical analysis to identify market directions and trends for investment.

– Hos the Consistent Growth Strategy used by The Technical Traders aims to protect capital and profit from both rising and falling markets.

– Why The Technical Traders focus on ETFs and rotate capital into assets that meet their risk criteria and are trending up.

– How a significant market correction is imminent and there should be a strategy that provides an alternative to traditional buy-and-hold or active trading.

Connect with Chris:

Links Mentioned:

thetechnicaltraders.com

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@TheTechTraders

Facebook

facebook.com/TheTechnicalTraders

LinkedIn

linkedin.com/in/tradingtechnicalanalysis

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Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients’ success.

Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom.

Here is what to expect on this week’s show:

– How the financial system and the government are rigged against the people.

– Why the 45-year retirement plan using the stock market is flawed.

– How people need help from attorneys and CPAs with their tax and estate planning.

– Why having a podcast is a great way to get new clients and referrals.

– How inflation is probably higher than what is being reported to the masses.

Connect with Chris:

Links Mentioned:

cqconsultingservices.com

X

@CQConsulting4U

Instagram

@chrisquintana_fc

Facebook

facebook.com/CQfinancialconsulting

LinkedIn

linkedin.com/in/christinaquintana

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Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social, and Governance (ESG) team, focused on sustainable investing. She is a passionate champion of Bartlett’s women-centric service initiatives.

Listen to this insightful RIA episode with Holly Mazzocca about empowering women in finance.

Here is what to expect on this week’s show:

– How Barlett helps clients navigate personal and exciting transitions such as retirement or selling a business.

– Why maintain communication and a strong culture is important when you have offices across multiple states.

– How Bartlett focuses marketing efforts on digital experiences, events, and leveraging their expertise by working with business owners.

– Why legacy planning and charitable giving require thoughtful planning and discussions.

– How it’s vital to focus on long-term results in an industry that focuses on short-term gains.

Connect with Holly:

Links Mentioned:

bartlett1898.com

Instagram

@bartlett1898

Facebook

facebook.com/Bartlett1898

LinkedIn

linkedin.com/company/bartlettwealthmanagement

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