Newsletter | August 2022
A Conversation with Dr. Arthur Laffer | After-Tax Income as Incentive | Wallace Smith, ChFC®
I recently had the pleasure of meeting Dr. Arthur Laffer after a talk he gave in Beaver Creek, CO, hosted by the Steamboat Institute. Over 90 minutes, Dr. Laffer shared stories from his fifty years in public policy as the preeminent supply side economist.
Dr. Laffer gave excerpts from his upcoming book, Taxes Have Consequences an Income Tax History of the United States. (to be released Sep 27, 2022).
It is understandable how anyone alive today would assume that income taxes are normal and natural and something we have always had. Not so…
(The Episode Post contains time code chapters, the full transcript of the episode, as well as disclosures pertinent to the episode)
(The Episode Post contains time code chapters, the full transcript of the episode, as well as disclosures pertinent to the episode)
Finance Bites™ | Financial Planning
- Market Analysis & What to Do About Inflation
- How to Structure Your Finances in Retirement
- Money Management: Strategic vs. Tactical
- The Two Biggest Mistakes in Your Investment Plan
- Case Study on the Impact of Planning on Retirement
- The Most Common Confusions with Social Security
- Client Experience in the Finance World
- Current Market Events in Arizona
- Who Landon Helps
- Spotlight: Landon Randall & Oxford Retirement and Estate Planning
Finance Bites™ | Real Estate
- The 3 Things to Look for in a DST Sponsor
- What is Due Diligence? Why is it Important?
- What is a 721 UpREIT?
- The Key Differences Between TICs and DSTs
- The Key Benefits of DST Investments
- What is a DST? What Kind of Properties Can be in a DST?
- What’s Happening in the 1031 Exchange Space
- Why Do a 3rd Party Report & FactRight’s Process
- Spotlight: FactRight and Brandon Raatikka
Office News
We are very excited for Operations Specialist Madelyn Sneckner as she has recently added to her household miniature Australian Shepherd, Katara.
This little ball of fun is full of energy and growing fast. Be sure to ask Madelyn to see a photo at your next visit!
In other office news, we are excited to welcome two new members to our team thus far this year. Hannah Gerlach is heading up our events team and special projects. Tyler Fahlstedt is our newest team member and will quickly be a familiar face as part of our operations team.