Multifamily Masterclass artwork

Multifamily Masterclass

211 episodes - English - Latest episode: 5 days ago -

(Formerly Kiss My Assets) Multifamily Masterclass explores the value of passive investing specifically related to options in commercial real estate. Irreverent and informative, we make mailbox money accessible for every potential investor.

Investing Business realestateinvesting investing jamison money neighborhoodventures realestatecrowdfunding reinvesting
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Ep. 80: Renovation Recap - Venture on Elden

March 24, 2022 17:29 - 10 minutes - 15 MB

Jamison and John discuss Venture on Elden; the 16-unit property up in Flagstaff, Arizona. Although this project is still in the renovation process, progress is being made! With supply shortages, weather, and labor shortages, renovating Elden hasn't been an easy task to say the least, but the Neighborhood Ventures team is making great progress. The two co-founders discuss how supply shortages have impacted the renovation process, and how it was even difficult to get dumpsters and storage un...

Ep. 79: NEW OFFERING! Venture on Central: 16-Units Nestled in the Heart of North Central Phoenix

March 17, 2022 16:00 - 16 minutes - 22.9 MB

In this special episode of Kiss My Assets, both co-founders of Neighborhood Ventures, Jamison and John, talk all about the new acquisition that is now available to all Arizona investors- Venture on Central. As John says, there really is no other property like this in the area. Located in the beautiful uptown Phoenix area, this property has spacious units, and is so secluded you might miss it if you drive by. If you’re an Arizona real estate investor, especially if you’re investing with N...

79 NEW OFFERING! Venture on Central: 16-Units Nestled in the Heart of North Central Phoenix

March 17, 2022 16:00 - 16 minutes - 22.9 MB

In this special episode of Kiss My Assets, both co-founders of Neighborhood Ventures, Jamison and John, talk all about the new acquisition that is now available to all Arizona investors- Venture on Central. As John says, there really is no other property like this in the area. Located in the beautiful uptown Phoenix area, this property has spacious units, and is so secluded you might miss it if you drive by. If you’re an Arizona real estate investor, especially if you’re investing with N...

Ep. 78: Investing for Passive Income or Appreciation?

March 09, 2022 19:00 - 17 minutes - 23.6 MB

In this episode of Kiss My Assets, Grayson and Jamison sit down in the NEW podcast setup to talk about the different types of investing. Jamison, with years of experience investing in all different types of investments, provides great insight into what your life can look like depending on the types of assets you invest in. When looking to invest in income or appreciation, Jamison believes that is really depends on what your goal is. Stocks and commercial real estate are the main subject ma...

78 INVESTOR MINDSET: Investing for Passive Income or Appreciation?

March 09, 2022 19:00 - 17 minutes - 23.6 MB

In this episode of Kiss My Assets, Grayson and Jamison sit down in the NEW podcast setup to talk about the different types of investing. Jamison, with years of experience investing in all different types of investments, provides great insight into what your life can look like depending on the types of assets you invest in. When looking to invest in income or appreciation, Jamison believes that is really depends on what your goal is. Stocks and commercial real estate are the main subject ma...

Ep. 77: Investor Stories - Podcast Production Master and Investor, Regina Revazova

March 02, 2022 19:00 - 36 minutes - 66.6 MB

In this episode of Kiss My Assets, Jamison, Heather, and Regina discuss Regina's career owning a podcast production company, experience coming from a family of immigrants, and making her first investments with Neighborhood Ventures. The three talk about the culture in America around money and why no one seems to be talking about such an important topic, as well as the importance of putting money away for investing, and not spending all of your income. To hear all of the great nuggets from ...

77 INVESTOR STORIES - Regina Revazova: Podcast Production Master and Investor

March 02, 2022 19:00 - 36 minutes - 66.6 MB

In this episode of Kiss My Assets, Jamison, Heather, and Regina discuss Regina's career owning a podcast production company, experience coming from a family of immigrants, and making her first investments with Neighborhood Ventures. The three talk about the culture in America around money and why no one seems to be talking about such an important topic, as well as the importance of putting money away for investing, and not spending all of your income. To hear all of the great nuggets from ...

Ep. 76; Renovation Recap - Venture on Elden

February 23, 2022 19:00 - 11 minutes - 15.3 MB

In this episode of Kiss My Assets, Jamison and John, co-founders of Neighborhood Ventures, sit down and discuss their project in Flagstaff, Venture on Elden. This project is in the middle of the renovation process, and the winter conditions in Flagstaff aren't making it easier. Stay tuned for a construction update on the property, but John is still very optimistic about the project, and says it's in a great location, will be occupied by great tenants, and the construction crew is working har...

76 RENOVATION RECAP - Venture on Elden

February 23, 2022 19:00 - 11 minutes - 15.3 MB

In this episode of Kiss My Assets, Jamison and John, co-founders of Neighborhood Ventures, sit down and discuss their project in Flagstaff, Venture on Elden. This project is in the middle of the renovation process, and the winter conditions in Flagstaff aren't making it easier. Stay tuned for a construction update on the property, but John is still very optimistic about the project, and says it's in a great location, will be occupied by great tenants, and the construction crew is working har...

Ep. 75; Investor Mindset - Risk vs Reward and Why Commercial Real Estate is #1

February 16, 2022 19:00 - 16 minutes - 22.2 MB

In this episode of Kiss My Assets, Jamison Manwaring and Grayson Loupas sit down to talk about investing, and more specifically, risk versus reward and how to assess investments. With Jamison's investing experience from Wall Street and Grayson's experience as a young entrepreneur, they dive into different types of investments. Commercial real estate, cryptocurrency, stocks and bonds, etc. These are all the different asset classes that they dive into, and the risk versus reward on each of the...

75 INVESTOR MINDSET: Risk vs Reward and Why Commercial Real Estate is #1

February 16, 2022 19:00 - 16 minutes - 22.2 MB

In this episode of Kiss My Assets, Jamison Manwaring and Grayson Loupas sit down to talk about investing, and more specifically, risk versus reward and how to assess investments. With Jamison's investing experience from Wall Street and Grayson's experience as a young entrepreneur, they dive into different types of investments. Commercial real estate, cryptocurrency, stocks and bonds, etc. These are all the different asset classes that they dive into, and the risk versus reward on each of the...

74 RENOVATION RECAP: Country Club’s Final Update

February 09, 2022 19:00 - 17 minutes - 23.6 MB

In this episode of Kiss My Assets, John and Jamison, co-founders of Neighborhood Ventures, sit down to talk about the recent and final updates and renovations happening at Venture on Country Club.This 120 unit apartment to hotel conversion has gone through a major and complete renovation, right in the heart of one of Arizona’s booming real estate market, Mesa. There are so many updates and finishing completed, and the final touches are being completed this week.Tune into this week’s episode ...

Ep. 74: Country Club’s Final Update

February 09, 2022 19:00 - 17 minutes - 23.6 MB

In this episode of Kiss My Assets, John and Jamison, co-founders of Neighborhood Ventures, sit down to talk about the recent and final updates and renovations happening at Venture on Country Club.This 120 unit apartment to hotel conversion has gone through a major and complete renovation, right in the heart of one of Arizona’s booming real estate market, Mesa. There are so many updates and finishing completed, and the final touches are being completed this week.Tune into this week’s episode ...

73 INVESTOR STORIES - Audrey Hollander: Buying, Flipping, and Selling to Earn PASSIVE INCOME

February 02, 2022 18:21 - 26 minutes - 35.8 MB

In this episode of Investor Stories, Jamison and Heather welcome longtime investor, Audrey Hollander. Living most of her life in Kansas City, Hollander shares her story of buying, flipping, and selling rental properties. Throughout her experience, Hollander explains how she moved to Arizona to begin earning passive income through investing in real estate.

Ep. 73: Investor Stories - Buying, Flipping, and Selling to Earn PASSIVE INCOME - Audrey Hollander

February 02, 2022 18:21 - 26 minutes - 35.8 MB

In this episode of Investor Stories, Jamison and Heather welcome longtime investor, Audrey Hollander. Living most of her life in Kansas City, Hollander shares her story of buying, flipping, and selling rental properties. Throughout her experience, Hollander explains how she moved to Arizona to begin earning passive income through investing in real estate.

Ep. 72: Investor Livestream | 2022 Kickoff

February 01, 2022 17:18 - 30 minutes - 27.8 MB

Co-Founders Jamison and John, with new Inside Look host Lexy Romano, report on what's ahead for Neighborhood Ventures in 2022. Listen along as the group also discusses our property's financial performances in Q4 2021, shares their views of the current trends in the Arizona commercial real estate industry, and answers investor questions live.  

72 INVESTOR LIVESTREAM: January 2022 Investor Livestream

February 01, 2022 17:18 - 30 minutes - 27.8 MB

Co-Founders Jamison and John, with new Inside Look host Lexy Romano, report on what's ahead for Neighborhood Ventures in 2022. Listen along as the group also discusses our property's financial performances in Q4 2021, shares their views of the current trends in the Arizona commercial real estate industry, and answers investor questions live.  

71 INVESTOR MINDSET - Tyler Bruggman: All things multifamily, real estate, and... football?

January 20, 2022 21:56 - 26 minutes - 36.8 MB

On this weeks episode of Kiss My Assets, Jamison Manwaring, CEO of Neighborhood Ventures and Grayson Loupas, serial entrepreneur, sit down with a new ABI Multifamily commercial real estate agent, Tyler Bruggman. Tyler comes with a competitive background, playing four years of Division I football, and carries that energy over into his career at ABI. How was the real estate market this year? How did anybody mange to find a deal in such a competitive market? These are all things covered in this...

Ep. 71: All things multifamily, real estate, and... football?

January 20, 2022 21:56 - 26 minutes - 36.8 MB

On this weeks episode of Kiss My Assets, Jamison Manwaring, CEO of Neighborhood Ventures and Grayson Loupas, serial entrepreneur, sit down with a new ABI Multifamily commercial real estate agent, Tyler Bruggman. Tyler comes with a competitive background, playing four years of Division I football, and carries that energy over into his career at ABI. How was the real estate market this year? How did anybody mange to find a deal in such a competitive market? These are all things covered in this...

Ep. 70: How to Retire a Millionaire Investing $500/mo

January 12, 2022 22:50 - 15 minutes - 20.7 MB

RIP Betty White, 99 years young! Aging is inevitable. On this week's episode of Kiss My Assets learn how to create the fabulous retirement you deserve. Robert Kiyosaki's book, Rich Dad Poor Dad outlines the simple truth about how to gain financial freedom. Join Jamison, Grayson, and Golden Girls super fan Heather Andrews as they discuss Kiyosaki's four Cashflow Business Quadrants: Earned Income Self-employed Income Owning a Business Investments And who knows, you may achieve your dr...

70 INVESTOR MINDSET: How to Retire a Millionaire Investing $500/month

January 12, 2022 22:50 - 15 minutes - 20.7 MB

RIP Betty White, 99 years young! Aging is inevitable. On this week's episode of Kiss My Assets learn how to create the fabulous retirement you deserve. Robert Kiyosaki's book, Rich Dad Poor Dad outlines the simple truth about how to gain financial freedom. Join Jamison, Grayson, and Golden Girls super fan Heather Andrews as they discuss Kiyosaki's four Cashflow Business Quadrants: Earned Income Self-employed Income Owning a Business Investments And who knows, you may achieve your dr...

69 INVESTOR MINDSET: Inflation on the Rise | Revisiting Our Interview with ASU Econ. Prof. Dennis Hoffman

January 05, 2022 22:50 - 34 minutes - 48 MB

Looking back on last year, we’ve had great guest speakers come in to discuss the importance of real estate investing, Arizona's economy, and the housing market. We believe there is value in our interview with ASU Professor of Economics, Dennis Hoffman. Join Jamison and Rocky again as we return to one of our personal favorite interviews. Despite COVID, the Phoenix market remains on the rise and is projected to stay there. Gain knowledge from years of research and experience as Drew Ricc...

Ep. 69: Inflation on the Rise | Revisiting Our Interview with ASU Econ. Prof. Dennis Hoffman

January 05, 2022 22:50 - 34 minutes - 48 MB

Looking back on last year, we’ve had great guest speakers come in to discuss the importance of real estate investing, Arizona's economy, and the housing market. We believe there is value in our interview with ASU Professor of Economics, Dennis Hoffman. Join Jamison and Rocky again as we return to one of our personal favorite interviews. Despite COVID, the Phoenix market remains on the rise and is projected to stay there. Gain knowledge from years of research and experience as Drew Ricc...

Ep. 69: Revisiting Our Interview with ASU Econ. Prof. Dennis Hoffman

January 05, 2022 22:50 - 34 minutes - 48 MB

Looking back on last year, we’ve had great guest speakers come in to discuss the importance of real estate investing, Arizona's economy, and the housing market. We believe there is value in our interview with ASU Professor of Economics, Dennis Hoffman. Join Jamison and Rocky again as we return to one of our personal favorite interviews. Despite COVID, the Phoenix market remains on the rise and is projected to stay there. Gain knowledge from years of research and experience as Drew Ricc...

Ep. 68: Drive-Thru Approved On Retail Property - Next Steps

December 22, 2021 22:58 - 18 minutes - 25.9 MB

This week VP of Acquisitions Chris Lacasse joins Jamison with updates about our first retail space, Venture on Broadway. As an adaptive reuse, this three-tenant venture goes beyond flipping burgers and serving coffee. Together they discuss the recent approval from the Tempe City Council for the Dunkin' Donuts drive-thru, the construction progress of the nearby luxury apartments, and when renovations on the new building will begin. Listen to last week's episode where Chris explains his proc...

68 RENOVATION RECAP - Venture on Broadway: Drive-Thru Approved On Retail Property, Next Steps

December 22, 2021 22:58 - 18 minutes - 25.9 MB

This week VP of Acquisitions Chris Lacasse joins Jamison with updates about our first retail space, Venture on Broadway. As an adaptive reuse, this three-tenant venture goes beyond flipping burgers and serving coffee. Together they discuss the recent approval from the Tempe City Council for the Dunkin' Donuts drive-thru, the construction progress of the nearby luxury apartments, and when renovations on the new building will begin. Listen to last week's episode where Chris explains his proc...

Ep. 67: Phoenix Real Estate Almost Doubled? | ABI Multifamily Q3 2021 Report

December 15, 2021 23:33 - 13 minutes - 19 MB

Drew Ricciardi, an ABI Multifamily Research Manager, joins Jamison once again on the show to provide insights into the past Q3 2021 Multifamily Report. Despite COVID, the Phoenix market remains on the rise. And is projected to stay there. Gain knowledge from years of research and experience as Drew lays out all you need to know about how the Phoenix market has done and what to be looking out for in the future. To read the report for yourself, visit: https://s3.amazonaws.com/data.abimul...

67 INVESTOR MINDSET - Drew Ricciardi: Phoenix Real Estate Doubled? | ABI Multifamily Q3 2021 Report

December 15, 2021 23:33 - 13 minutes - 19 MB

Drew Ricciardi, an ABI Multifamily Research Manager, joins Jamison once again on the show to provide insights into the past Q3 2021 Multifamily Report. Despite COVID, the Phoenix market remains on the rise. And is projected to stay there. Gain knowledge from years of research and experience as Drew lays out all you need to know about how the Phoenix market has done and what to be looking out for in the future. To read the report for yourself, visit: https://s3.amazonaws.com/data.abimul...

Ep. 66: $3.5M Funded on Hotel to Apartment Conversion: Venture on Country Club

December 08, 2021 23:00 - 17 minutes - 24.5 MB

Our 120-unit hotel-to-housing conversion could not be going any better. With nearly 300 investors, we were able to fund $3.5M! Join Jamison and John to see where we’re at with Venture on Country Club. (There is still an opportunity for national investors @ www.neighborhood.ventures/social-media)

66 RENOVATION RECAP - Venture on Country Club: $3.5 Funded on Hotel to Apartment Conversion

December 08, 2021 23:00 - 17 minutes - 24.5 MB

Our 120-unit hotel-to-housing conversion could not be going any better. With nearly 300 investors, we were able to fund $3.5M! Join Jamison and John to see where we’re at with Venture on Country Club. (There is still an opportunity for national investors @ www.neighborhood.ventures/social-media)

65 INVESTOR MINDSET - Why You DON'T Have to be 'Salesy' in Business

December 01, 2021 22:19 - 24 minutes - 33 MB

In this episode of Kiss My Assets, CEO, Jamison Manwaring of Neighborhood Ventures, and Grayson Loupas, his digital marketer, take a deep dive into sales and business today. They talk about what it takes to succeed in business, and why being 'salesy' isn't necessarily a skillset you need. Jamison shares Wall Street stories and talks with Grayson about how the government's new spending bill will affect the economy.

Ep. 65: Investor Mindset - Why You DON'T Have To Be 'Salesy' In Business

December 01, 2021 22:19 - 24 minutes - 33 MB

In this episode of Kiss My Assets, CEO, Jamison Manwaring of Neighborhood Ventures, and Grayson Loupas, his digital marketer, take a deep dive into sales and business today. They talk about what it takes to succeed in business, and why being 'salesy' isn't necessarily a skillset you need. Jamison shares Wall Street stories and talks with Grayson about how the government's new spending bill will affect the economy.

Ep. 64: Having an Attitude of Gratitude - NV Gives Thanks

November 24, 2021 23:12 - 8 minutes - 12.2 MB

Time to stuff our faces, and spend time with loved ones. It's the holiday season! Over the past few weeks, we’ve ventured from the office to our different properties to meet with and ask our team a simple question, “what are you thankful for?”  Enjoy! Happy Thanksgiving from Neighborhood Ventures

64 Happy Thanksgiving 🦃 from the Neighborhood Ventures Team!

November 24, 2021 23:12 - 8 minutes - 12.2 MB

Time to stuff our faces, and spend time with loved ones. It's the holiday season! Over the past few weeks, we’ve ventured from the office to our different properties to meet with and ask our team a simple question, “what are you thankful for?”  Enjoy! Happy Thanksgiving from Neighborhood Ventures

Ep. 63: Investor Mindset - Pathway to Financial Freedom

November 18, 2021 00:11 - 14 minutes - 19.9 MB

In our first episode of Investor Mindset, Jamison Manwaring shares insight from his real estate and Wall Street experience, and Grayson Loupas shares his experience as an aspiring entrepreneur. Learn to build passive income and become financially free through real estate!

63 INVESTOR MINDSET: Pathway to Financial Freedom

November 18, 2021 00:11 - 14 minutes - 19.9 MB

In our first episode of Investor Mindset, Jamison Manwaring shares insight from his real estate and Wall Street experience, and Grayson Loupas shares his experience as an aspiring entrepreneur. Learn to build passive income and become financially free through real estate!

62 INVESTOR STORIES - Omar Abdallah: Investment in Knowledge Always Pays the Best Return

November 10, 2021 22:50 - 15 minutes - 21.9 MB

On a brand new Investor Stories, Rocky meets with Real Estate Attorney, Omar Abdallah. Growing up with knowledge of the industry and starting college, Omar aspired to become involved with  Real Estate and investing. Listen here to find out where his desire first came from and his personal experience that led him to begin earning passive income with Neighborhood Ventures.

Ep. 62: Investor Stories - Investment in Knowledge Always Pays the Best Return - Omar Abdallah

November 10, 2021 22:50 - 15 minutes - 21.9 MB

On a brand new Investor Stories, Rocky meets with Real Estate Attorney, Omar Abdallah. Growing up with knowledge of the industry and starting college, Omar aspired to become involved with  Real Estate and investing. Listen here to find out where his desire first came from and his personal experience that led him to begin earning passive income with Neighborhood Ventures.

Ep. 61: The Cyclone of Inflation - Into the Retail of Arizona

November 03, 2021 23:00 - 18 minutes - 25.2 MB

With the state of Arizona being the hottest in the investment market right now, Jamison sits with our VP of Acquisitions Chris Lacasse to discuss more of the retail world. While in the midst of our company’s first retail project, Jamison and Chris speak in more detail about our market, the retail market, and the cyclone of events that lead to inflation in the industry.

61 INVESTOR MINDSET: The Cyclone of Inflation - Into the Retail Market of Arizona

November 03, 2021 23:00 - 18 minutes - 25.2 MB

With the state of Arizona being the hottest in the investment market right now, Jamison sits with our VP of Acquisitions Chris Lacasse to discuss more of the retail world. While in the midst of our company’s first retail project, Jamison and Chris speak in more detail about our market, the retail market, and the cyclone of events that lead to inflation in the industry.

60 INVESTOR STORIES - Dianna Kimling: Microsoft to Neighborhood Ventures, She's Invested in it All

October 27, 2021 23:20 - 19 minutes - 27.1 MB

Our series, Investor Stories continues with Dianna Kimling, another valued Neighborhood Ventures investor. Host Rocky Peterson and Dianna Kimling discuss her investment journey from the stock market to becoming a 6-time investor in Neighborhood Ventures projects.

Ep. 60: Investor Stories - From Microsoft to Neighborhood Ventures - Dianna Kimling Has Invested in it All

October 27, 2021 23:20 - 19 minutes - 27.1 MB

Our series, Investor Stories continues with Dianna Kimling, another valued Neighborhood Ventures investor. Host Rocky Peterson and Dianna Kimling discuss her investment journey from the stock market to becoming a 6-time investor in Neighborhood Ventures projects.

59 INVESTOR LIVESTREAM: Q3 Financial Report & Property Updates 2021

October 21, 2021 23:15 - 25 minutes - 34.7 MB

Jamison, John, and Rocky report on each property's financial performance in Q3 2021, discuss recent property sales, and share their view of the current trends in the Arizona multifamily industry while taking questions live. Key Highlights: ▪️ Venture at Villa Hermosa SOLD ▪️ Venture on Country Club renovations ahead of schedule | Generating Revenue ▪️ Follow the Executives on their personal social media Watch the Q3 2021 Livestream at: https://youtu.be/Do7hK37bgbY        

Ep. 59: Investor Livestream Q3 2021 | Financial Report & Property Updates

October 21, 2021 23:15 - 25 minutes - 34.7 MB

Jamison, John, and Rocky report on each property's financial performance in Q3 2021, discuss recent property sales, and share their view of the current trends in the Arizona multifamily industry while taking questions live. Key Highlights: ▪️ Venture at Villa Hermosa SOLD ▪️ Venture on Country Club renovations ahead of schedule | Generating Revenue ▪️ Follow the Executives on their personal social media Watch the Q3 2021 Livestream at: https://youtu.be/Do7hK37bgbY        

58 INVESTOR MINDSET: Co-Founders Discuss Founding & Mission as NV Celebrates 4-Year Anniversary

October 13, 2021 22:56 - 16 minutes - 23.2 MB

Jamison and John, an uncommon duo, created a new way to invest in Commercial Real Estate. Using their different expertise, in this episode we answer the question, how did they create Arizona’s first crowdfunding real-estate company? With over 500 active investors, and 10 local offerings, get the inside scoop on how Jamison and John first met, where the idea came from, and the future of Neighborhood Ventures!

Ep. 58: Co-Founders Discuss the Company's Origins and Mission as Neighborhood Ventures Celebrates 4 Year Anniversary

October 13, 2021 22:56 - 16 minutes - 23.2 MB

Jamison and John, an uncommon duo, created a new way to invest in Commercial Real Estate. Using their different expertise, in this episode we answer the question, how did they create Arizona’s first crowdfunding real-estate company? With over 500 active investors, and 10 local offerings, get the inside scoop on how Jamison and John first met, where the idea came from, and the future of Neighborhood Ventures!

57 INVESTOR MINDSET: Knowing the Opportune Time to Sell | Setting Sights on the Main Goal

October 06, 2021 23:14 - 24 minutes - 33.4 MB

After crunching the numbers to permit a high return, our experienced team walks you through their exit strategy and provides an in-depth understanding of when it is time to sell. With the sale of three properties, Jamison, John, and Rocky answer the frequently asked question: When is the right time to sell?

Ep. 57: Knowing the Opportune Time to Sell | Setting Sights on the Main Goal

October 06, 2021 23:14 - 24 minutes - 33.4 MB

After crunching the numbers to permit a high return, our experienced team walks you through their exit strategy and provides an in-depth understanding of when it is time to sell. With the sale of three properties, Jamison, John, and Rocky answer the frequently asked question: When is the right time to sell?

Ep. 56: Jamison's Corner: Have an IRA? Contact Congress to eliminate bad provisions in the tax bill

September 29, 2021 23:40 - 25 minutes - 35.5 MB

Trusted partner and founder of Directed IRA, Mat Sorenson, joins Jamison in the studio to discuss the recently proposed changes to the Senate's reconciliation bill. Learn about the potential impact on IRA investments, and how to take action to protect your retirement plan. Visit https://neighborhood.ventures/housetaxbill for how to contact your local congress representative. Provisions: 138-132 & 138-134

56 INVESTOR MINDSET - Mat Sorenson: Have an IRA? Contact Congress to Eliminate Bad Provisions

September 29, 2021 23:40 - 25 minutes - 35.5 MB

Trusted partner and founder of Directed IRA, Mat Sorenson, joins Jamison in the studio to discuss the recently proposed changes to the Senate's reconciliation bill. Learn about the potential impact on IRA investments, and how to take action to protect your retirement plan. Visit https://neighborhood.ventures/housetaxbill for how to contact your local congress representative. Provisions: 138-132 & 138-134