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  • 00:32

    Tax Effective Divorce Planning

    in Finance

    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
     

  • 00:27

    Annuities and Social Security for Retirement Planning

    in Finance

    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

  • 00:30

    God is not angry at you plus biblical money code on investment

    in Lifestyle

    It's a loaded show this week. You will discover the difference between gambling and investing, why you should invest, where you can investment, When you should invest, etc.


    Some people have painted God as an angry spirit. You will hear an outstanding teaching and revelation that God is not angry at you. So you can be at peace with yourself.


    Listen on WWIN 1400 AM station, online at www.gfemspeaks.com/radio, phone:347-989-1700. 6pm ET. Follow on twitter:@gfemradio

  • 01:00

    Retirement: Planning for your future

    in Business

    You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.


     


    What you will learn:



    What is financial planning, really?
    What are the biggest mistakes business owners make in retirement options
    How can planning for retirement can reduce current taxes


    Todays Guest:


    Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership. 


     

  • 00:29

    Income Tax Planning Ideas

    in Finance

    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  

  • 00:22

    Lagniappe Events and Planning with Andrea Jones

    in Entrepreneur

    Andrea Williams Jones is a native of Baton Rouge, LA and the mother of 3 girls (Danielle, Marchelle and Janelle). She is a graduate of McKinley Senior High and Louisiana State University. Andrea started her sales career upon graduation from LSU and has worked in the sales industry for the past 20 years with the last 12 years in the hotel industry. She has received numerous sales awards from her property management company and eventually turned the knowledge that she acquired from her sales training and experience into starting her business venture, Lagniappe Event and Meeting Planners, LLC. Her creativity and professionalism has made Andrea a sort after event and meeting planner.


    Andrea has also expanded her talents to reach the community by utilizing her event planning experience to create special events for women to encourage, edify and strengthen them through their journey in life.  She states, “It is important to give back because so much has been given to me."  Lagniappe Event and Meeting Planners' mission is to create the ultimate experience for its customers. Professional, Prompt and Courteous Service is our guarantee


    Some honors include:


    2010-2011, Vice President of Sales and Marketing for the Baton Rouge Hotel Motel Association


    2009, Recipient of the Sales and Marketing Executives of Greater Baton Rouge, Sales Excellence Award


    2009 & 2010, IHR(Interstate Hotels and Resorts) Sales Excellence Award Cruise Winner   

  • 00:16

    The Pitfalls of Do-It-Yourself Estate Planning

    in Legal

    Have you ever considered writing your own will? You may think, "I know what I want – how hard can it be?" Unfortunately, with DIY estate planning, you really do "get what you pay for." Heather Walser addresses the topic of estate planning and why using an estate planning attorney may save you time and treasure in the end.

  • 00:15

    Starting Small: A Condo as Your First Investment Property

    in Real Estate

    Kevin Guz of HomeVestors-Dallas discusses the pros and cons of buying a condo as your first investment property.

  • 00:25

    Bluprinting your RETIREMENT INVESTMENT

    in Finance

    The truth hurts, but we need to focus and make the necessary financial adjustments.  Americans born between 1946 and 1964, Baby Boomers, are facing some harsh realities of taking little action to prepare too late.


    There are many contributing factors that are shattering the American retirement dream however there are some strategies.  Many are finding themselves working after retirement age and will be transitioning into entrepreneurship.  Know that retirement funds matters!


    Mr. Green will be on the platform for our I AM AN ASSET CONFERENCE  REGISTER NOW


     


     

  • 01:00

    ProGro Show #1 - Organized Planning

    in Motivation

    This is the first episode ever for the ProGrow Show! 


    Who am I and why should you care? I'm the host, Melody Campbell, of CCSalesPro.com. At CCSalesPro we work with the independent sales professional representing merchant services, cash advance, point of sale, web design, and payroll services. 


    If you're an independent sales agent - this is the place to come for professional development - the skills that help you to perform at the top of your game. Tune in live to join in the conversation. Come back and listen to the archives anytime for a boost of "rocket fuel"!


    Today's topic - Organized Planning.

  • 00:16

    Preparing Your First Investment Property for Rent

    in Real Estate

    Kevin Guz of HomeVestors-Dallas talks about the three steps involved in preparing your investment property for the rental market.