Wealth-Building Made Simple
1,071 episodes - English - Latest episode: 8 days ago - ★★★★★ - 12 ratingsWith so much information out there on how to build wealth, it’s understandable how some people can get overwhelmed. My team and I created this one stop shop podcast to explain wealth-building topics in a short and simple way so that anyone can understand, no matter if they have $10 dollars or $10 million dollars to invest.
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Episodes
Podcasting: A show idea for local bars and restaurants
August 24, 2022 15:21 - 10 minutes - 10.3 MBPodcaster: Phillip Washington, Jr. Powered by PW Media Roadmap Consulting
Real Estate: What does it take to be a good realtor?
August 23, 2022 13:57 - 10 minutes - 10.1 MBPodcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
Life insurance: Succession planning resources for business owners
August 22, 2022 14:38 - 7 minutes - 7.12 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
Podcast Roadmap series: Distribution is the valuable ”real estate” of business
August 19, 2022 14:05 - 13 minutes - 30.7 MBPodcaster: Phillip Washington, Jr. Powered by PW Media Podcast Roadmap consulting
Business planning: Finding a business edge in the current labor market
August 18, 2022 14:08 - 9 minutes - 8.98 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Phillip Washington, Jr.
Wealth Mindset: Working long hours has nothing to do with the amount of wealth you build
August 17, 2022 12:44 - 12 minutes - 11.8 MBPodcaster: Phillip Washington, Jr. Powered by PW Media Podcast Roadmap Consulting
Real Estate: Preparing for the market shift part 2...Sellers
August 16, 2022 13:37 - 9 minutes - 9.03 MBPodcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
Life insurance: Creating seed money for your children’s future business ventures
August 15, 2022 14:16 - 10 minutes - 9.81 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
Podcast Roadmap Series: You don’t have to cold call anymore if you don’t want to
August 12, 2022 16:54 - 15 minutes - 36.6 MBPodcaster: Phillip Washington, Jr. Phillip talks about how he grew his wealth management business on the back of podcasting as opposed to the traditional way of cold calling. Powered by PW Media Podcast Roadmap Consulting
Tax planning: Watch out for IRS phishing scams
August 12, 2022 16:48 - 8 minutes - 8.19 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
Wealth Mindset: Creatively using your balance sheet to build wealth
August 10, 2022 15:04 - 14 minutes - 13.5 MBPodcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
Real estate: Preparing for the market shift part 1...Buyers
August 08, 2022 14:21 - 10 minutes - 9.97 MBPodcasters: Robert Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
Estate planning: Your kids probably don’t want your home as an inheritance
August 08, 2022 14:16 - 8 minutes - 8.2 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
Wealth Mindset: The negative effects of resistance
August 05, 2022 09:00 - 17 minutes - 16.6 MBPodcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
Tax planning: Turning ordinary income into passive income
August 04, 2022 09:00 - 8 minutes - 7.94 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
Wealth Mindset: Attracting vs Chasing what you want
August 03, 2022 09:00 - 17 minutes - 16.3 MBPodcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
Real Estate: How to reduce homeownership costs
August 02, 2022 09:00 - 12 minutes - 11.5 MBPodcasters: Rob Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
Life insurance: The retirement ”bailout” plan
August 01, 2022 13:00 - 9 minutes - 8.79 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
Investing: Developing the ability to spot potentially profitable investment opportunities
July 29, 2022 21:04 - 16 minutes - 15.2 MBPodcaster: Phillip Washington, Jr. "Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years." – Warren Buffett Powered by Stone Hill Wealth Management
Tax planning: Mid-year tax strategies
July 28, 2022 14:41 - 10 minutes - 9.7 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. A few ideas we discussed: Converting ordinary income into investment income over time Giving strategies Tax loss harvesting in your investment portfolio ...and more Powered by ReiffMartin CPA and Stone Hill Wealth Management
Mindset: How to manage uncertainty in every aspect of life
July 27, 2022 16:42 - 15 minutes - 14.3 MBPodcaster: Phillip Washington, Jr. “Uncertainty is the only certainty there is, and knowing how to live with insecurity is the only security.” – John Allen Paulos Powered by Stone Hill Wealth Management
Real Estate: The benefits of moving in your parents
July 26, 2022 19:18 - 10 minutes - 9.84 MBPodcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
Health insurance: Finding affordable coverage
July 25, 2022 17:44 - 7 minutes - 7.3 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
Podcasting: Creating the Halo Effect for you and your business
July 22, 2022 16:32 - 19 minutes - 17.8 MBPodcaster: Phillip Washington, Jr. "People do business with people they feel they know, like, and trust." --Every successful brand building I know Powered by Stone Hill Wealth Management
Tax planning: A tax saving strategy for crypto investors
July 21, 2022 14:18 - 12 minutes - 11.3 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. "They can't collect legal taxes from illegal money." -Al Capone Powered by ReiffMartin CPA and Stone Hill Wealth Management
Financial Planning: You don’t have to wait until retirement to have freedom and security
July 20, 2022 13:52 - 11 minutes - 11 MBPodcaster: Phillip Washington, Jr. "Retirement is when you stop living at work and start working at living." ~ Anon Powered by Stone Hill Wealth Management
Real estate: The way we see gentrification is a matter of perspective
July 19, 2022 13:53 - 13 minutes - 12.4 MBPodcasters: Rob L Lewis, Jr. and Phillip Washington, Jr. Gentrification (oxford dictionary): the process whereby the character of a poor urban area is changed by wealthier people moving in, improving housing, and attracting new businesses, typically displacing current inhabitants in the process. Powered by Ink Realty and Stone Hill Wealth Management
Insurance: A complete plan to protect your income in the event of a disability
July 18, 2022 13:34 - 9 minutes - 8.87 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. "Insurance is one of the best ways to manage the risk of the unknown." --Wise teacher Powered by Axis Financial and Stone Hill Wealth Management
Podcasting: A great strategy for creating passive income
July 15, 2022 22:13 - 16 minutes - 15.5 MBPodcaster: Phillip Washington, Jr. “The stars will never align, and the traffic lights of life will never all be green at the same time. The universe doesn't conspire against you, but it doesn't go out of its way to line up the pins either. Conditions are never perfect. 'Someday' is a disease that will take your dreams to the grave with you. Pro-and-con lists are just as bad. If it's important to you and you want to do it 'eventually,' just do it and correct course along the way.” - Tim Fe...
Business Planning: The top challenges for businesses in today’s economic environment
July 14, 2022 15:41 - 14 minutes - 13.9 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. "Optimism is the only realism." -Nick Murray Powered by Stone Hill Wealth Management
How to break generational ”curses”
July 13, 2022 13:19 - 12 minutes - 12 MBPodcaster: Phillip Washington, Jr. "Being in a positive state of mind is more important than you might think as the mind cannot be creative in a negative state."- Joe Hinchliffe Powered by Stone Hill Wealth Management
Real Estate: 4 ways to pay for home improvements
July 12, 2022 13:12 - 12 minutes - 11.3 MBPodcasters: Robert Lewis, Jr. and Phillip Washington, Jr. “Coming home is one of the most beautiful things.” – Andre Rieu Powered by Ink Realty and Stone Hill Wealth Management
Life insurance: How to be mindful about not overpaying for your insurance
July 11, 2022 16:37 - 7 minutes - 7.28 MBPodcasters: Jon Thurmond We know that if we buy our bread from the gas station convenient store we will overpay. The same rules apply when buying your life insurance. Buy your insurance from an insurance company that specializes in life insurance. It's that simple according to Jon Thurmond. Powered by Axis Financial and Stone Hill Wealth Management
Money won’t make you feel secure financially
July 08, 2022 16:42 - 15 minutes - 14.2 MBPodcasters: Phillip Washington, Jr. "Love is the most durable power in the world. This creative force is the most potent instrument available in mankind's quest for peace and security." -Martin Luther King, Jr. Powered by Stone Hill Wealth Management
Business financial planning: Hiring in light of the potential recession
July 07, 2022 18:26 - 10 minutes - 10 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. “People are an organization's most valuable asset and the key to its success." - Dave Bookbinder Powered by Reiff-Martin CPA and Stone Hill Wealth Management
Investing: The big 30 (ish) year trade
July 06, 2022 19:48 - 10 minutes - 10.3 MBPodcaster: Phillip Washington, Jr. "I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over." — Warren Buffett Powered by Stone Hill Wealth Management
Real estate: Don’t fear the market... just be prepared
July 05, 2022 14:03 - 10 minutes - 9.62 MBPodcasters: Robert Lewis, Jr. and Phillip Washington, Jr. “Owning a home is a keystone of wealth…both financial affluence and emotional security.” --Suze Orman Powered by Ink Realty and Stone Hill Wealth Management
Life insurance: The value of cash value life insurance in retirement
July 04, 2022 20:03 - 11 minutes - 11.2 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. "Begin with the end in mind." --Stephen Covey Powered by Axis Financial and Stone Hill Wealth Management
Investing: The stress -free wealth building plan
July 01, 2022 13:32 - 9 minutes - 9.13 MBPodcaster: Phillip Washington, Jr. "Faith is taking the first step even when you don't see the whole staircase." -Martin Luther King, Jr. Powered by Stone Hill Wealth Management
About Mansfield Podcast playback: Navigating the noise in investing
June 30, 2022 12:54 - 12 minutes - 11.7 MBPodcasters: Steve Cosio and Phillip Washington, Jr. “A lot of people with high IQs are terrible investors because they’ve got terrible temperaments. You need to keep raw, irrational emotion under control.” — Charlie Munger Powered by About Mansfield Podcast and Stone Hill Wealth Management
About Mansfield Podcast replay: The mindset around managing $1,000,000 or more
June 29, 2022 15:21 - 12 minutes - 10.3 MBPodcasters: Steve Cosio and Phillip Washington, Jr. The power of wealth is not in the symbol (the asset). The power is in the mindset necessary to attract and keep in orbit all the wealth we desire in our hearts. Powered by About Mansfield Podcast and Stone Hill Wealth Management
Real estate: Listing a property with tenants inside
June 28, 2022 15:13 - 10 minutes - 10.2 MBPodcasters: Robert Lewis, Jr. and Phillip Washington, Jr. Some people find the process of listing their primary property stressful. Imagine the potential stress in the process of listing a property with tenants. Rob shares some great ideas on removing stress from that process through proper preparation. Powered by Ink Realty and Stone Hill Wealth Management
Insurance: Planning for the rising costs of long term care in retirement
June 27, 2022 19:18 - 13 minutes - 12.2 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Income replacement is one pile of money you will need retirement. The other big pile of money is for health care needs which include medical expenses and possibly long term care. Powered by Axis Financial and Stone Hill Wealth Management
Investing: Removing stress from the investing process
June 24, 2022 22:56 - 13 minutes - 12.5 MBPodcaster: Phillip Washington, Jr. You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets. – Peter Lynch Powered by Stone Hill Wealth Management
CPA talks: How to navigate inflation in the cost of labor
June 23, 2022 13:25 - 10 minutes - 10.1 MBPodcasters: Alison Reiff-Martin CPA and Phillip Washington, Jr. One of the biggest problems (if not the biggest problem) for business owners right now is attracting and retaining good talent. It's always been a problem businesses have needed to solve, but with so many help wanted signs for local businesses it seems to at least in the short term gotten worse. Alison shares her thoughts on how business owners can think about solving those problems in today's economic environment. ...
Real estate loans: How to put a lot less money down on a jumbo loan
June 22, 2022 13:14 - 12 minutes - 11.3 MBPodcasters: Jason Grimes and Phillip Washington, Jr. Many families who purchase $1M+ homes are in a position to buy that size home because they have been wise with money. Jason shares a strategy smart buyers use to not put as much of their cash down on a home which frees that money up to keep working in potentially higher growth investments. Powered by Stone Hill Wealth Management
Real estate: 5 tips to get your home ready for a sale
June 21, 2022 13:31 - 9 minutes - 8.7 MBPodcasters: Robert L Lewis, Jr. and Phillip Washington, Jr. So you're ready to sell your home. Great. What's the first step? Rob shares his thoughts on what steps homeowners can take to get their home ready for a sale. Powered by Ink Realty and Stone Hill Wealth Management
Life insurance: Building a forced disciplined savings plan
June 20, 2022 13:00 - 16 minutes - 14.9 MBPodcasters: Jon Thurmond and Phillip Washington, Jr. Financial advice is very specific to where each person is in their wealth-building journey. This is what Jon shares today on the podcast. Powered by Stone Hill Wealth Management
Investing: There’s a lot of unnecessary noise in investing
June 17, 2022 12:19 - 20 minutes - 18.9 MBPodcasters: Phillip Washington, Jr. "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." — Warren Buffett Powered by Stone Hill Wealth Management
Business exit planning: The effects of inflation on an exit strategy
June 16, 2022 12:34 - 9 minutes - 8.77 MBPodcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Rising costs have a potential to blow holes in plans if the plan is not periodically reviewed and adjusted. Alison shares her thoughts on a few things business owners should think about reviewing in their plan to make sure they stay on track with their business exit strategy. Powered by ReiffMartin CPA and Stone Hill Wealth Management