Podcast

Brad Watt Part 2 – 1031 Exchange and Real Estate Strategies

By Ridgegate Financial | October 7, 2018 | Comments Off on Brad Watt Part 2 – 1031 Exchange and Real Estate Strategies

  This episode is a continuation of the very popular episode on 1031 exchange and real estate strategies in retirement with special guest, Brad Watt.

Dave Marr – Real Estate – Medical Technology – Inveniqa

By Ridgegate Financial | September 30, 2018 | Comments Off on Dave Marr – Real Estate – Medical Technology – Inveniqa

Guest appearance from Dave Marr, MBA and serial entrepreneur. He has been practicing in the world of real estate investment for years. His company, Catalyst lending, serves as a Catalyst for positive change in the lives of clients offering meaningful real estate lending solutions. He is also involved with some exciting medical technology through Inveniqa.…

Brad Watt Part 1 – 1031 Exchange and Real Estate Strategies

By Ridgegate Financial | September 23, 2018 | Comments Off on Brad Watt Part 1 – 1031 Exchange and Real Estate Strategies

Tune in to one of our most popular episodes of When The Paychecks Stop™ to hear host Wally Smith, ChFC® and Brad Watt of KB Exchange discuss some high-level strategies for dealing with highly appreciated real estate assets in retirement including 1031 exchange.

Geordy Smith – Rising Interest Rate Strategies – Bond Alternatives – 24 June 2018

By Ridgegate Financial | June 24, 2018 | Comments Off on Geordy Smith – Rising Interest Rate Strategies – Bond Alternatives – 24 June 2018

On this episode of When The Paychecks Stop™, Wally Smith, ChFC® and Geordy Smith, MBA discuss the prospect of the Federal Reserve raising interest rates and the implications it could have on traditional portfolio allocation in retirement as well as strategies for navigating these changes.