Moneyed: Conversations About Meaningful Wealth
17 episodes - English - Latest episode: over 3 years ago -Eric and Michelle Walters, co-founders of Summit Hill Wealth Management, 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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Episodes
COVID-19 and the Vacation Home Market
December 28, 2020 11:00 - 1 hour - 57 MBWe recently held a webinar for our clients exploring how COVID-19 is affecting the vacation home market. We spoke with with an experienced real estate developer to hear his thoughts about how vacation home markets have responded to prior recessions and his outlook for vacation homes. Additionally, he shared his advice about what to look for in a vacation home and how to handle a second home as a rental property. Click here to watch a replay of the webinar. For more information about Peter'...
Post-COVID Outlook for Commercial Real Estate Owners and Investors
December 14, 2020 11:00 - 35 minutes - 32.4 MBHow has COVID-19 impacted the value of commercial real estate? What does this mean for business owners and real estate investors? Recently, we co-hosted a webinar for our clients with Matt Call, the founder of NavPoint Real Estate Group - one of Denver's top commercial real estate firms. Matt shared his outlook for commercial real estate and, together with Eric Walters, discussed the opportunities and risks for business owners and investors. Click here to watch a replay of the webinar. To...
2020 Post-Election Analysis
November 30, 2020 11:00 - 57 minutes - 52.5 MBOur recent election could have significant impact on the economy, jobs, taxes, government debt, and the stock market. What are the implications for you and your family? We recently held a webinar for our clients about the Presidential and Congressional election results as they pertain to government policies, the economy, tax planning and the stock market. We interviewed veteran political journalist Steve Walters for his insights and discussed what it means for investors and business leaders....
Outlook on the Election – How Could it Affect the Stock Market and Tax Rates?
October 19, 2020 10:00 - 1 hour - 60 MBRecently, we held a webinar for our clients to discuss the outlook for each presidential candidate and the potential impact of their proposed policies on the stock market, the economy, and tax rates. We interviewed veteran political reporter, Steven Walters, to get his perspective on the race and what each candidate will need to do to win. We then discussed how the market views the match-up, what we can learn from past elections and their impact on the stock market, how the market may respo...
How Bad Could it Get?
June 30, 2020 22:39 - 46 minutes - 42.8 MBIn 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 here Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.
Creating a Retirement Paycheck - with Steve Walters
November 18, 2019 21:26 - 38 minutes - 34.9 MBIn 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 2008 Current Junk Bond Rates Want to see more of Steve Walters? Wisconsin Eye Rewind: Your Week in Review Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.
The Cocktail Party Episode
November 04, 2019 11:00 - 45 minutes - 41.6 MB"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 Funds National Commission on Fiscal Responsibility...
How to Grow A $1,000,000 Business - with Jeff Prager
October 21, 2019 10:00 - 40 minutes - 37.1 MBWe 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: 303-221-0823 Cash Flow Engineering: www.CashFlowEngineering.com Have a question you’d like us to addr...
Investment Strategy Smackdown - with Scott Mardy
October 07, 2019 10:00 - 27 minutes - 24.9 MBIf 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 res...
Tax Planning for Executives - with Dan Seff
September 23, 2019 10:00 - 36 minutes - 33.1 MBWe 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: [email protected] Have a question y...
Current Events 2.0 - with Steve Walters
September 09, 2019 10:00 - 34 minutes - 31.7 MBHow 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 lik...
9 Things You May Not Know About Your 529 Plan - with Brennan Hannon
April 29, 2019 10:00 - 22 minutes - 51.1 MBA 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.CollegeIn...
See What Happens When This New York Times Reporter Shows Up at an Annuity Dinner
April 23, 2019 20:51 - 43 minutes - 99.2 MBIf 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 advis...
The Business of Being in Business with Dennis Guse
April 15, 2019 10:00 - 43 minutes - 99.3 MBYou’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 ...
Volatility & Current Events with Steve Walters
April 05, 2019 19:56 - 42 minutes - 97.8 MBHow 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: Yo...
Advanced Tax Planning Strategies with David Ickovic
April 04, 2019 20:03 - 44 minutesWe 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...
What Is 'Moneyed'?
April 04, 2019 20:02 - 9 minutes - 145 MBMoneyed: 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-me...