Wealth Podcast Post

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  • 13

Wealth Podcast Post

State Taxes with Jason Parr

admin September 23, 2021

State Taxes with Jason Parr http://lifeblood.live/wp-content/uploads/2021/09/Jason_Parr_FINAL8gt69.mp3 State Taxes with Jason Parr LifeBlood NUMBERS: We talked about the Supreme Court case that changed the rules for ecommerce and state taxes, how to determine your potential tax liability, and what to do if you haven’t been paying taxes up until now with [...]
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  • 6

Wealth Podcast Post

Understanding Health Insurance with Jeff Smedsrud

admin September 23, 2021

Understanding Health Insurance with Jeff Smedsrud http://lifeblood.live/wp-content/uploads/2021/09/Jeff_Smedsrud_FINALbhd0x.mp3 Understanding Health Insurance with Jeff Smedsrud LifeBlood: We talked about navigating healthcare options, the role medicare plays in retirement decisions, why personal choices matter, and how to advocate for yourself with Jeff Smedsrud, healthcare veteran and CoFounder of Medicare Guide.  Listen to learn how [...]
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  • 5

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How to Invest Your 401(k) with Renee Pastor

admin September 23, 2021

How to Invest Your 401(k) with Renee Pastor http://lifeblood.live/wp-content/uploads/2021/09/renee_pastor_FINAL7j3nw.mp3 How to Invest Your 401(k) with Renee Pastor LifeBlood: We talked about how to invest your 401(k), self-directed brokerage accounts in 401(k) plans, the pro’s and con’s of these accounts, and how to find out if it’s an option for you [...]
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  • 6

Wealth Podcast Post

Financial Advocating with Gil Baumgarten

admin September 23, 2021

Financial Advocating with Gil Baumgarten http://lifeblood.live/wp-content/uploads/2021/09/Gil_Baumgarten_FINALa7980.mp3 Financial Advocating with Gil Baumgarten LifeBlood: We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities with Gil Baumgarten, President of Segment Wealth Management and author.  Listen to learn what [...]
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  • 5

Wealth Podcast Post

Real Estate Investing with Heather Dreves

admin September 23, 2021

Real Estate Investing with Heather Dreves http://lifeblood.live/wp-content/uploads/2021/09/Heather_Dreves_FINAL9blxi.mp3 Real Estate Investing with Heather Dreves LifeBlood REI: We talked about real estate investing for people interested in fix and flipping as well as purely passive investing, the benefits of each, why it’s important to focus and understand your local market, and how [...]
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  • 4

Wealth Podcast Post

Profit First with Tracy Jepson

admin September 23, 2021

Profit First with Tracy Jepson http://lifeblood.live/wp-content/uploads/2021/09/Tracy_Jepson_FINAL8s57t.mp3 Profit First with Tracy Jepson LifeBlood NUMBERS: We talked about the importance of being engaged with your professional advisors, the perils of commingling business and personal funds, creating intentional profitability, and meeting people where they are with Tracy Jepson, CEO of KanTex Financial.  Listen [...]
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  • 3

Wealth Podcast Post

Comparing Auto Insurance with Nicole Beck

admin September 23, 2021

Comparing Auto Insurance with Nicole Beck http://lifeblood.live/wp-content/uploads/2021/09/Nicole_Beck_FINALaxxg7.mp3 Comparing Auto Insurance with Nicole Beck LifeBlood: We talked about shopping for auto insurance, what it means to get a personalized quote, why premiums change, and when it makes sense to bundle your coverage with Nicole Beck, Head of Communications at the Zebra.  Listen [...]
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  • 4

Wealth Podcast Post

Values Based Investing with Chad Horning

George Grombacher September 23, 2021

Values Based Investing with Chad Horning http://lifeblood.live/wp-content/uploads/2021/09/Chad_Horning_FINALb1k9o.mp3 Values Based Investing with Chad Horning LifeBlood: We talked about the history and evolution of impact, SRI and ESG investing, the fundamental question of “what’s the purpose of investing,” stakeholders and shareholders, and how to make this kind of investing a reality with [...]
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  • 3

Wealth Podcast Post

Infinite Banking Concept with Mark Willis

admin September 23, 2021

Infinite Banking Concept with Mark Willis http://lifeblood.live/wp-content/uploads/2021/09/Mark_Willis_FINAL.mp3 Infinite Banking Concept with Mark Willis LifeBlood: We talked about the infinite banking concept.  We discussed how while there are very few things we have complete control over, we can certainly exert greater influence on our situation, specifically our financial situations by paying [...]