Finance Bites™
Why Do a 1031 Exchange?
Wally Smith: 1031s, they’ve been around a long time and it’s a like kind property held for investment purposes. Jeff Hertz: Correct. Wally Smith: And also as far as the…
Read More1031 Exchange, Drop and Swap, LLC, and other structures
Wally Smith: If you have LLC with multiple members of it, and then they wanted to, they thought, well, we really would like to go our own separate ways. How…
Read MoreIntroducing the 1031 Exchange
Wally Smith: Tell us about 1031s. Jeff Hertz: 1031s. I think we just surpassed 100 years that it’s been on the tax code. It’s evolved over the years. It’s both…
Read MoreSpotlight: Jeff Hertz and Cantor Fitzgerald
Wally Smith: Jeff Hertz podcast with Cantor Fitzgerald. Jeff, welcome to the 1031 Show. Jeff Hertz: Thank you very much. It’s a pleasure to be here. Wally Smith: You bet.…
Read MoreMarket Analysis & What to Do About Inflation
[embedyt] https://www.youtube.com/watch?v=eynw4Jisbe4[/embedyt] © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by…
Read MoreHow to Structure Your Finances in Retirement
[embedyt] https://www.youtube.com/watch?v=0-ul_yPcOVA[/embedyt] © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by…
Read MoreMoney Management: Strategic vs. Tactical
[embedyt] https://www.youtube.com/watch?v=ORxLC9NX8yA[/embedyt] © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by…
Read MoreThe Two Biggest Mistakes in Your Investment Plan
[embedyt] https://www.youtube.com/watch?v=mN6cn-COS9k[/embedyt] © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by…
Read MoreCase Study on the Impact of Planning on Retirement
[embedyt] https://www.youtube.com/watch?v=My8xrg60QZI[/embedyt] © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by…
Read MoreThe Most Common Confusions with Social Security
[embedyt] https://www.youtube.com/watch?v=4lYStnjkEUY[/embedyt] © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by…
Read More