Oct 6, 2023
Richard C. Wilson, the CEO of the Family Office Club, to share his experience in coordinating the wealth teams of multimillionaire and billionaire families. There’s a divergence between the investing strategies of the status quo and those of the ultra-successful. The...
Oct 2, 2023
Axel Thibon is an experienced CEO and banker, who has studied at the prestigious Massachusetts Institute of Technology. He is currently the CEO of Wizest, and is based in Greater Cleveland. Episode Highlights Here: Axel When you come into our platform,...
Sep 29, 2023
Rick Elmore, the founder and CEO of Simply Noted, offers an insightful journey through his career in a recent podcast interview, reflecting on his transition from college football to entrepreneurship and the lessons learned along the way. Elmore’s story is a...
Sep 25, 2023
James Yoder Partner at DAYoder Commercial Real Estate Everything Real Estate. Norther California. DST, 1031, Funds (cash only investments), investment properties. Also does acquisitions for Industrial and logistics across the western States. Episode Highlights...
Sep 22, 2023
Erik Peterson is a Buyer Broker/Agent, Listing Broker/Agent, Landlord Broker/Agent, Tenant Broker/Agent, Transaction Coordinator with Equity Consultants. Erik has transacted 0 square feet with a value around 0. Currently, Erik has 1 listings available in Sacramento...
Sep 18, 2023
Joe Walters is a second-generation Financial Advisor, managing and directing Legacy Wealth Management. Over the last 20 years, he has been successful in assisting families and businesses in developing a sound plan that might help to grow and preserve their assets. He...
Deferred Sales Trust Company > Capital Gains Tax Solutions Podcast > Page 52
