In early June, we held a webinar for clients to discuss how the COVID-crash could affect business owners, executives, and retirees. Each of these groups faces different challenges to their future and wealth as they deal with the impact of COVID-19.This podcast episode is an audio replay of the webinar. For the slide deck presented during the Webinar, click hereHave a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Moneyed: Conversations About Meaningful Wealth

How Bad Could it Get?

In our final episode for 2019, veteran journalist Steve Walters joins Eric to discuss the nuances of income in retirement.Links to Topics Mentioned in this Episode:Junk Bond Performance in 2008Current Junk Bond RatesWant to see more of Steve Walters?Wisconsin EyeRewind: Your Week in ReviewHave a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Creating a Retirement Paycheck - with Steve Walters

"What do You Think About Bitcoin?" "Should I invest in Gold as a Hedge Against Inflation?" "Will Social Security go away?"In this episode, Eric & Michelle talk about some of the most popular investment and finance questions that Eric is asked at cocktail parties.Links to Topics Mentioned in this Episode:The 2019 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust FundsNational Commission on Fiscal Responsibility and Reform (often called Simpson-Bowles or Bowles-Simpson):Federal Debt as a Percentage of GDP- from the Federal Reserve Economic Data (FRED)Federal Debt Interest ProjectionsIRS publication 590 - IRA rules & allowable investmentsLong-Term Performance of Gold vs. other assetsDutch Tulip CrazeSir Isaac Newton’s Investment LossesHave a question you’d like us to address? Leave us a voicemail at 720-815-5318.

The Cocktail Party Episode

We are thrilled to welcome our friend Jeff Prager, the founder of Cash Flow Engineering. Jeff is an accomplished speaker, author, serial entrepreneur and a retired CPA and helps small businesses achieve improved cash flow in 90 days or less using elegantly simple, common sense solutions that drive positive cash flow in any economy with less time, energy and money.To Contact Jeff Prager: 303-221-0823Cash Flow Engineering: www.CashFlowEngineering.com  Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

How to Grow A $1,000,000 Business - with Jeff Prager

If you have ever wanted to do a deep dive into the technical aspects of investing, then you won't want to miss this episode.Scott Mardy, Vice President and Investment Strategist at Dimensional Fund Advisors, joins us to analyze the pros and cons of three different investment strategies - active management, index fund investing, and the systematic approach. Often called the "largest investment firm you've never heard of", Dimensional Fund Advisors has a long history of applying academic research to practical investing.For more information about Dimensional Fund Advisors: us.Dimensional.comHave a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

Investment Strategy Smackdown - with Scott Mardy

We are thrilled to have Dan Seff with national tax firm CBIZ join us in the studio. In this episode, we'll talk about planning for the risks inherent in illiquid company stocks and harvesting those assets in a tax efficient way. Dan & Eric also discuss how executives can gather their advisory teams to work together well so they get the best benefit of their ideas around estate planning, passing assets onto children and mitigating risk. To Contact Dan Seff: dseff@cbiz.com Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Tax Planning for Executives - with Dan Seff

How do current events impact the financial markets? With almost 50 years of experience as a hard-hitting career journalist, Steve Walters (who Eric also has the privilege of calling "dad") interviews Eric about about China, trade wars, tariffs, the Tax Cut & Jobs Act, and investing alongside your political views. Want to see more of Steve Walters? Wisconsin Eye - www.wiseye.org Rewind: Your Week in Review - https://wiseye.org/category/rewind-your-week-in-review/ Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Current Events 2.0 - with Steve Walters

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. [from SEC.gov] While you may already be contributing to a 529 plan, Brennan Hannon enthusiastically unearths some of the nuances of this savings vehicle that you may not know about. *Note: CollegeInvest is Colorado’s 529 college savings program; some of the discussion points may only apply in Colorado. Resources: You can find out more about Brennan Hannon and CollegeInvest at www.CollegeInvest.org Download "9 Things You May Not Know About Your 529 Plan" here. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

9 Things You May Not Know About Your 529 Plan - with Brennan Hannon

If you've ever been curious about the way that financial advisors get paid, then this episode is a must-listen. Eric and Michelle start their discussion with an article from the New York Times - "We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased." From there, they springboard into an overview of the primary categories of advisors in the financial services industry - Who sells what? Who do they work for and how do they get paid? Why should you care if your investment advisor is a fiduciary? Finally, Eric teaches us how to find an advisor that suits your needs and which questions to ask when you find a financial advisor that you may want to work with. Resources: New York Times Article - November 30, 2018: We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased. AARP: Protecting Older Investors: 2009 Free Lunch Seminar Report BrokerCheck by FINRA (Financial Industry Regulatory Authority): BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information. Download: Overview of Financial Industry - Primary Service Providers Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

See What Happens When This New York Times Reporter Shows Up at an Annuity Dinner

You’ve worked hard to build your business, working nights & weekends with a “whatever it takes” mindset. Now, after all these years building your company, you’d like to take some time away from the business. But can your company survive without you? Eric and Dennis discuss whether someone has really created a job for themselves in starting a business or if they're growing a business that can operate independently of them and grow when they're not around. You can find out more about Dennis Guse and American Business Advisors at www.abadvisors.com Download the "Do You Have a Job or A Business?" Personal Planning Assessment here Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

The Business of Being in Business with Dennis Guse

How do current events impact the financial markets? With almost 50 years of experience as a hard-hitting career journalist, Steve Walters (who Eric also has the privilege of calling "dad") interviews Eric about recent events and digs into SilverCrest Wealth Planning's recent letter to clients about volatility. Q1 2019 Investment Letter - Volatility: https://www.silvercrestwealthplanning.com/q1-2019-market-update Want to see more of Steve Walters? Wisconsin Eye - www.wiseye.org Rewind: Your Week in Review - https://wiseye.org/category/rewind-your-week-in-review/ Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

Volatility & Current Events with Steve Walters

We are excited to welcome our friend David Ickovic, founder and principal of Ickovic & Company, a CPA firm that has provided high-net-worth individuals, successful business owners, and C-suite executives with advanced tax, accounting and business advisory services since 1976. We talk to David about his decades of work with ultra high net worth families and their complex tax and estate planning strategies as well as some of the implications of the recent Tax Cut and Jobs Act legislation. To Contact David Ickovic: david@ickovic.com Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Advanced Tax Planning Strategies with David Ickovic

Moneyed: adj. mon·eyed /ˈmənēd 1: Having money 2: Consisting in or derived from money 3: Wealthy Eric and Michelle Walters, co-founders of SilverCrest Wealth Planning, address advanced financial topics for successful executives and business owners so that you can protect your wealth, grow your wealth, and pass it along to others when the time is right. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318. About Us: www.silvercrestwealthplanning.com/our-values-meet-the-team

What Is 'Moneyed'?

Eric and Michelle Walters, co-founders of SilverCrest Wealth Planning, address advanced financial topics for successful executives and business owners so that you can protect your wealth, grow your wealth, and pass it along to others when the time is right. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

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Moneyed: Conversations About Meaningful Wealth

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