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00:33Explanation of How Financial Brokers & Advisors Are Paid
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals.
Investors should not make investment decisions based exclusively on the material discussed on this call.
CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
An interview with Marshall Bolden, CFA
Tags: RIA broker finaincal planning investment planning Marshall Bolden
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00:26
April Is Officially Black Investment Month
I have officially named April as Black Investment Month. Taking our tax returns and a portion of our consumer spending dollars to seek out and invest into businesses and projects lead by African Americans in exchange for profit participation or just to make a difference!
Unfortunately, I have to be in two places today at the same time. Moreover, I have not found that person with the "Cloning Machine" So, as a way to start this new era in deliberate conscious thinking, and action. We replay our prior aired episode Crowdfunding-Making a Difference!
Tags: Investment Impact Change Community Profit Sharing
by Black Biz Investors in Business
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00:31
Tax Effective Charitable Gifting
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences Ron Douthit, CPA joins me today to talk about Tax Effective Charitable Gifting
Tags: Donations Charitable Gifts from IRAs Tax Planning Financial Planning McDonough
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02:52
$40 Trillion Investment BOOM in Green Technology!
Hour One, Two & Three Host Ken Howard lays it all out! Ken has a "Heart to Heart" talk with his listeners and goes into the details of where we are in the Markets and Business Cycle and where and how to set up your Investment Portfolio in order to capture huge ROI in the "Super Trends" that are "Revolutionizing" the ways we make and use Energy, Transportation and the technolgies.
Ken discusses his Book: "GREEN ROI: SUSTAINABLE INVESTING"
Tags: Green ROI Sustainable Investing Socially Responsible Investing Green Energy Green Transportation
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00:31
Thoughts on Stock & Bond Markets & Economic Outlook
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.
The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences A discussion with Marshall Bolden, CFA, on the current state of the markets and how investors should view the recent run into record high territory for the S&P and Dow.
Marshall will also talk about what effect the national debt could eventually have on the economy and the markets. How to, or whether to, invest in bonds in today’s low interest rate environment will also be covered.
Finally, since almost every situation presents opportunities, Marshall will talk about what some of those opportunities might be in today’s environment.
Tags: Financial Outlook Economic Outlook Financial Advisors Investment Planning Bonds
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00:30
This Investment Banker Goes to the Dogs
The pet industry is booming and lucrative for virtually any business that caters to pet-owners' love for their animals. But what does it take to survive and stay ahead in an industry where your competition is constantly growing?
Justin Interviews Andrea Servadio, the owner and co-founder of Fitdog Sports Club, the only doggie daycare facility in Santa Monica, California.
In June of 2009, Andrea Servadio co-founded Fitdog Sports Club with business partner Brandy Han. Their goal was simple: to provide high quality products and unique services that enable dog owners to create a healthy and active lifestyle for their dogs. Just three years later, Fitdog has grown into one of the premier dog care facilities in Los Angeles. Prior to founding Fitdog Sports Club, Andrea worked in New York City for 10 years as an investment banker structuring and distributing financial debt transactions and managing banking relationships. Her corporate background has proven valuable in becoming a small business owner, as she is currently responsible for all facets of Fitdog’s business, including marketing and branding, business development, operations, finance, technology, and employee training.
Justin Krane is a Certified Financial Planner and the President of Krane Financial Solutions. His savvy approach to financial planning allows clients to unite their money with their lives and business. Using a unique system developed from his studies of financial psychology, Justin partners with entrepreneurs to create a bigger vision with education and financial modeling.
Tags: dog care animal boarding animal training fitdog sports club justin krane
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00:36
Sales Tax & Ad Valorem Taxes in Georgia
Disclaimer: Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved. These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
Today's show features David Curry, Tax Commissioner with Henry County Georgia. He will answer questions about the new Title Tax on autos in Georgia that replaces the sales tax.
Tags: CapSouth McDonough Financial Advisor David Curry Lewis Robinson
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00:28
Living Trusts: Do I Really Need One?
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
Living Trusts. Do I Really Need One?
A.J. (Buddy) Welch and Donald Bolden join me on the show to discuss the need for a living trusts.
If you have a question in regard to living trusts, please send me an email to LRobinson@CapSouthPartners.com.
Tags: Living Trusts Lewis Robinson Financial Advisors Estate Planning Buddy Welch
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00:57
Real Estate Prophets- Financing Investment Properties!
Today mortgage finance and real estate experts Eric Butz (NMLS# 63879) and John Kennedy (NMLS# 135267) will teach you what you need to know about buying your refinancing investment properties. Learn what you need to know before you get started so you're prepared and understand exactly what the process is! Any questions contact Eric at 888-908-5591 ext. 102 or email eric@semperhomeloans.com
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00:31
Non-Deductible IRAs & Roth IRA Conversions
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.
The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences What is a non-deductible IRA?
Why is it non-deductible?
Should I make a non-deductible IRA contribution?
What is a back door Roth?
Roht IRA Conversions
Form 8606
Tags: IRA Non-Deductible IRA Roth Conversion Financial Planning Tax Planning
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00:33
Using Trusts as Beneficiaries of IRAs
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.
The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals.
Investors should not make investment decisions based exclusively on the material discussed on this call.
CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences The topic of today's program is using trust as beneficiaries of IRAs.
We will talk about:
Why you should use them Reasons why you shouldn't. Things you'd need to watch out for. And other major areas of interest in regard to this subject. This is a very important topic and can be a very useful planning tool. It's also very complicated and you must follow the rules very carefully.
Today's guest will be Carter Bates and Donald Bolden.
Carter is a partner in the law firm of James-Bates-Brannan-Groover, LLP. He is a tax attorney with offices in Macon and Atlanta. He has is LLM degrees in taxation from New York University. He has set up quite a few of these trusts that we will be talking about today.
Donald Bolden is a CFP and CLU. Donald is a Senior Wealth Advisor with CapSouth Partners and he has extensive experience in estate planning.
Tags: IRAs Trusts Beneficiaries Stretch IRAs Blended Families
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01:04
Golden Purse Series 16
The Golden Purse Series
Financial Advisers Ramiah Pickett hosts MWL Golden Purse Financial Workshop Series with her Co Host, Tanner DeLoach break down the myths and fears about money management. Learn about how to make sound financial decisions to make your purse as golden as possible.
You can reach Ramiah Pickett at ramiah@aliciabertine.com
This is a live show, so get your questions ready addressing the transfer of wealth. Call in and join us LIVE (347) 884-8048 ext 1 to be on the show.
Catch our broadcasts ON DEMAND and don’t miss our broadcasts hit the REMIND button while listening online. Facebook
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Tags: Golden Purse Series Investment Finance Ramiah Pickett Tanner DeLoach
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