Profits to Wealth
37 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 8 ratingsAre You Ready to Create a "Work Optional" Lifestyle? Profits to Wealth is a weekly podcast hosted by and built for entrepreneurs. Jack Marino Jr. discusses business, money, and freedom. He shares his extensive, real-life experience as an entrepreneur and financial advisor, alongside other successful industry elites. Together, you will uncover the skills, tactics, and lessons learned from other high-performing entrepreneurs. As well as the experts who assist them in the pursuit of greatness.
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Episodes
36: Social Security: Take it Early, or Wait?
October 27, 2020 14:14 - 21 minutes - 29.9 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss social security retirement benefit options and some of the factors listeners may want to consider when making their selection. Contact Lake Hills Wealth Management today for any questions or to obtain a complimentary review to determine if any of the discussed strategies make sense for you and your financial plan.
35: The Biden Tax Plan & Year-End Tax Strategies
October 13, 2020 18:51 - 31 minutes - 43.4 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the proposed Joe Biden tax plan and some year-end income tax strategies that could possibly reduce your income taxes for 2020. Contact Lake Hills Wealth Management today for a complimentary review to determine if any of the discussed strategies make sense for you.
34: What Amount of Stock Should You Hold in Retirement?
September 30, 2020 13:08 - 26 minutes - 37.6 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss their thoughts on portfolio construction for pre and post-retirement investors. Specifically, they discuss the 3-bucket approach and why investors need to reevaluate their current stock exposure, given the potentially rough road ahead for the bond market. Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like, given the current market c...
33: With the Markets Near All-Time Highs, What’s Next?
September 10, 2020 21:47 - 30 minutes - 42.4 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the massive stock market run-up from the March lows and what investors may want to consider now. They believe volatility may persist in the short-term, but they also lay out the many reasons why stocks can continue to rally over the next several years. Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like given the current market condit...
32: Is a Roth IRA Conversion Right for You?
September 01, 2020 20:42 - 24 minutes - 33.8 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy. Contact Lake Hills Wealth Management today for a complimentary review to determine if a Roth IRA may be appropriate for you.
31: How Rising Interest Rates Can Negatively Affect Your Portfolio
August 25, 2020 15:40 - 24 minutes - 33.7 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss how rising interest rates can affect your bond investments and what listeners can do to protect their portfolio. Contact Lake Hills Wealth Management today for a complimentary portfolio review to determine what your portfolio risks are and what changes are recommended.
30: Two Tax-Efficient Ways to Make Charitable Contributions in 2020
August 13, 2020 13:26 - 20 minutes - 29.4 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss two ways charitably inclined listeners can reduce their income taxes while helping charities near and dear to their hearts. Contact Lake Hills Wealth Management today to determine if one of these tax-saving strategies makes sense for you and your financial plan.
29: Gold is At An All-Time High. Is Now The Time To Buy?
August 05, 2020 22:25 - 24 minutes - 34.5 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the popular investment, Gold. Jack and Jason provide their opinion on why the precious metal has recently hit an all-time trading high, what’s driving it, and the risks of owning Gold investments in your portfolio. They also provide listeners with instructions on how to obtain a complimentary financial and portfolio review. Contact Lake Hills Wealth Management Today!
28: Is it Time to Refinance Your Mortgage?
July 28, 2020 19:58 - 40 minutes - 56.8 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the different mortgage refinancing options and how doing so can impact your finances. Jack and Jason also provide listeners with an update on the financial markets and how to obtain a complimentary financial and portfolio review. Contact Lake Hills Wealth Management today for your FREE financial plan and portfolio review!
27: How to Create a Sustainable Income in Retirement
July 15, 2020 22:40 - 32 minutes - 45 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the necessary steps to prepare for a sustainable income in retirement. Poor cash flow management, investment selection, and planning can lead to excessive portfolio withdrawal rates, which, if not corrected, can be catastrophic to any retirement plan. Contact us today for your FREE plan and portfolio review!
26: How to Know if You Have Hired the Right Financial Advisor
June 30, 2020 22:41 - 34 minutes - 48.6 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss what to expect when working with a financial advisor and how having the right professional can make all the difference when it comes to managing your life savings. Contact Lake Hills Wealth Management today for your free review!
25: Can the Stock Market Continue its Seemingly Uninterrupted Rally?
June 24, 2020 12:41 - 29 minutes - 40.6 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the seemingly uninterrupted ascent of the stock market, and what could potentially change the direction in the near term. Market risks are present, so tune in to hear more about their thoughts on the markets, and what listeners can do to evaluate their portfolios. Questions? Contact Lake Hills Wealth Management Today!
24: What the Federal Reserve Stimulus Means for your Money
June 16, 2020 21:18 - 18 minutes - 26.4 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the Federal Reserve System, their recent injection of stimulus, and what that means for your money. Contact Lake Hills Wealth Management Today!
23: The Market is Overbought...Now What?
June 11, 2020 00:34 - 24 minutes - 33.6 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the recent Economic Recession declaration by the NBER and what that means for the markets. They also talk about the markets overbought status and what that has historically meant for stock prices in the short-term. Contact Lake Hills Wealth Management
22: What's Up with the Stock Market?
June 02, 2020 21:36 - 27 minutes - 38.7 MBLake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen provide listeners with an update on the financial markets along with a financial planning strategy for proactive tax planning. Contact Lake Hills Wealth Management
21: How COVID-19 Has Affected the Mortgage Market with Eddie Fooshang
May 05, 2020 16:46 - 54 minutes - 50.7 MBIn this episode, host Jack Marino Jr. speaks with Eddie Fooshang of The Eddie Fooshang Team about how COVID-19 has affected the mortgage market. Eddie and his team passionately educate clients on the home buying process and assist them with securing the right mortgage to make their homeownership dream come true. This episode will help you assess your opportunities in the current mortgage market. Subscribe Apple | Google | Spotify | Stitcher Resources The Eddie Fooshang Team -– Eddie ...
How to Grow Your Business Using LinkedIn with Ted Prodromou
April 21, 2020 07:00 - 48 minutes - 45.2 MBIn this episode, host Jack Marino Jr. speaks with LinkedIn coach, business consultant, and speaker Ted Prodromou about how to grow your business using LinkedIn. This episode will help motivate you to commit to lifelong learning, to nurture your network, and to focus on building relationships when communicating with people online. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Keep your face to the sunshine and you cannot see a shadow." -Helen Keller Resources The Ult...
19: How to Create a Successful Mindset During Turbulent Times with Maegan Aleece
April 14, 2020 07:30 - 38 minutes - 36.2 MBIn this episode host, Jack Marino Jr. speaks with mindset therapist Maegan Aleece about three simple things you can do to create a successful mindset during turbulent times. This episode will help you think about how your beliefs shape your behavior, how you can change those beliefs, and how to keep your edge even when life gets stressful. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Life isn't about finding yourself. Life is about creating yourself." -George Bernard S...
18: What a Recession Means for You and Your Money with Jason Clevlen
April 07, 2020 07:30 - 39 minutes - 36.7 MBIn this episode, host Jack Marino Jr. and Jason Clevlen discuss what a recession is and what it means for your money. They provide the top ten financial considerations you should make during a downturn, including what to do with your investment portfolio in these uncertain times. Learn ways to stay educated and positive as you make critical financial decisions. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Buy when there's blood in the streets, even if the blood is your o...
17: Three Simple Steps to Attract Your Ideal Customer with Kendra McLelland
March 31, 2020 21:30 - 40 minutes - 37.4 MBIn this episode, host Jack Marino Jr. speaks with marketing expert Kendra McLelland, CEO of Blah Blah Media, about three simple steps that will help you attract your ideal customer. This episode will help you think about how to tell the right story about your business that addresses the real problems your customers are facing. Subscribe Apple | Google | Spotify | Stitcher Show Quote "People don't buy what you do, they buy why you do it." -Simon Sinek Resources Blah Blah Media-...
16: Why Business Owners Should Have an Estate Plan with Artie Pennington
March 24, 2020 07:30 - 59 minutes - 55 MBIn this episode host, Jack Marino Jr. speaks with Artie Pennington, a business and estate planning attorney, about why business owners should have an estate plan. This episode will guide you through the essential things you need to know when creating an estate plan for your business as well as for your personal estate. You’ll also learn what happens to your assets if you do not have an estate plan in place. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Always plan ahead. ...
15: How Business Owners Can Reduce Taxes While Saving for the Future with Jason Clevlen
March 10, 2020 07:30 - 40 minutes - 37.9 MBIn this episode, host Jack Marino Jr. speaks with Jason Clevlen about the key differences in two widely used retirement plans and how these plans can affect a business owner's income taxes, especially the new and complicated qualified business income deduction. Through their detailed case study, you will see how you can bring a forward-looking approach to your tax planning this tax season and in the years to come. Subscribe Apple | Google | Spotify | Stitcher Show Quote "It is not t...
14: The Four Keys to Successful Commercial Real Estate Investing with Ethan Offenbecher
March 03, 2020 08:30 - 57 minutes - 52.8 MBIn this episode host, Jack Marino Jr. speaks with Ethan Offenbecher of Marcus & Millichap. Ethan shares the four keys to successful real estate investing, the top mistakes investors make when investing in real estate, and the questions you should ask when hiring a broker. Subscribe Apple | Google | Spotify | Stitcher Show Quote "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." -Warren Buffet Resources Ma...
13: How to Grow a Business Through Networking and Short-Term Loans with Artie Berne
February 25, 2020 08:30 - 53 minutes - 50 MBIn this episode, host Jack Marino Jr. speaks with Artie Berne of ArTex Funding. Artie discusses how he became involved in the alternative lending world and how becoming a super-connector helped him exponentially grow his business. He also explains how listeners can use short-term loans from alternative lenders to grow their business when turned down by the banks. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Every problem is a gift. Without problems, we would not grow." ...
12: Eight Simple Ways to Improve Your Finances with Jason Clevlen
February 18, 2020 08:30 - 43 minutes - 40.4 MBIn this episode, host Jack Marino Jr. and Jason Clevlen discuss eight simple ways to improve your finances. These tips provide peace of mind by helping you build wealth as you implement a savings plan, track your financial goals, maximize your tax benefits, and more. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Money is a terrible master but an excellent servant." -P.T. Barnum Resources Wealth Builder Tool -– Download the free Wealth Builder Tool to start implement...
11: How Business Owners Should Hire to Obtain Top Talent in Today’s Competitive Job Market with Phil Reeve
February 11, 2020 08:30 - 58 minutes - 54.3 MBIn this episode, host Jack Marino Jr. speaks with Phil Reeve, the head recruiter at Reeve Associates in Austin, Texas. Phil discusses his entrepreneurial journey and what makes his company different from other recruiting solutions in the marketplace. He discusses common mistakes made by business owners during the hiring process and what changes they should make to yield a better result. Phil also explains how listeners can better use social media to find top talent and what they can do to ge...
10: How Hiring the Right Tax Professional Can Help Businesses Thrive with Carlie Bittel
February 04, 2020 08:30 - 48 minutes - 45.4 MBIn this episode host, Jack Marino Jr. speaks with Carlie Bittel, CPA, and Founder of Bittel Books and Taxes. Carlie discusses the steps she took when transitioning from employee to business owner when creating her accounting firm. She provides valuable guidance for listeners looking to become entrepreneurs. Carlie is, by definition, an industry disrupter. She is turning the traditional public accounting model on its head by providing not only superior accounting services and proactive tax pl...
09: Avoiding the Tax Trap by Diversifying your Retirement Savings with Jason Clevlen
January 28, 2020 08:30 - 42 minutes - 39.7 MBIn this episode, hosts Jack Marino Jr. and Jason Clevlen discuss the differences between Traditional and Roth retirement plans. They talk about what listeners may want to consider when faced with the decision of which type of IRA or 401(k) to make contributions to, how to make contributions, and what types of investments can be held in these commonly used retirement plans. They also discuss ways for high-income earners to make Roth contributions and how strategies such as tax bracket maximiz...
08: How a Passion for People and a Well-Designed Customer Experience Creates Generational Business Growth with Robbie Shoults
January 21, 2020 08:30 - 48 minutes - 44.7 MBIn this episode, Robbie shares how his family started Bear Creek Smokehouse in 1943, what it looked like then and how it looks today. He also shares his passion for food, family, and faith, which he attributes as a key to Bear Creek’s longtime success. What I think is most interesting about this interview is Robbie’s ability to grow a 77-year-old company by building deep, influential relationships and his vision to create customer experiences rather than focus on selling products or commodit...
07: Avoiding the Common Pitfalls of Leasing or Purchasing Commercial Real Estate With Nathan Smith
January 14, 2020 08:30 - 57 minutes - 53 MBIn this episode, Nathan shares valuable insight for listeners looking to lease or purchase commercial real estate. He shares the most significant pitfalls associated with commercial real estate transactions and how to navigate them. Nathan also shares some tips on what business owners should look for when negotiating their next lease as well as when they should opt to purchase instead of leasing. Subscribe Apple | Google | Spotify | Stitcher | iHeartRadio Show Quote "Pride deafens us...
06: Four Simple Steps to Create Employee Fulfillment & Business Success with Chris Meroff
January 07, 2020 08:30 - 58 minutes - 54.1 MBIn this episode, Jack Marino Jr. speaks with Chris Meroff. Chris has made a career of testing new leadership ideas to see what works and what doesn't. He has spent more than twenty-five years supporting leaders in many different industries. You’ll hear the four simple steps leaders can implement to create a workplace culture where your employees find fulfillment as your business thrives. Subscribe Apple | Google | Spotify | Stitcher | iHeartRadio Show Quote "Before you become a leade...
05: How a Well-Designed Plan Can Aid in the Achievement of Your Goals with Jason Clevlen
December 31, 2019 08:30 - 36 minutes - 33.8 MBIn this episode, Jack Marino Jr. and Jason Clevlen discuss a simple planning strategy designed to aid in the achievement of your goals. Learn the reasons why most people don't achieve the goals they set out for and learn what you can do to increase your odds of achievement. Subscribe Apple | Google | Spotify | Stitcher | iHeartRadio Show Quote “It takes as much energy to wish as it does to plan.” Eleanor Roosevelt Resources Goal Planning Worksheet -- Download this free workshe...
04: How to Solve the Number One Personal Finance Challenge with Jason Clevlen
December 24, 2019 08:30 - 51 minutes - 47.3 MBIn this episode, Jason and I discuss the number one financial challenge for most people, poor cash flow management. We explain why cash flow is so difficult to manage; the most significant pitfalls households find themselves in, the benefits of having a healthy cash flow, and what strategies financially successful people do to manage their cash flow. Show Quote “Money is a guarantee that we may have what we want in the future. That we need nothing at the moment, it ensures the possibili...
03: How a Business Coach or Interim Executive Can Help Business Owners Exponentially Grow with Damon Neth
December 17, 2019 08:30 - 59 minutes - 54.8 MBIn this episode, Damon discusses his entrepreneurial journey, how he currently serves the business community and his mission in life. Damon talks about how he began his journey as an employee right out of college, serving as a business consultant only to be later forced out on his own. For Damon, that moment in life proved to be pivotal, since it led him to the decision to become an entrepreneur, founding many businesses including an interim executive business which was unknown at the time. ...
02: How to Successfully Start a Business and Push Past Uncertainty with Jonah Kaufman
December 10, 2019 08:30 - 53 minutes - 49.7 MBJonah Kaufman, a serial entrepreneur, shares how he and his wife, Dr. Katie Kaufman strategically went from employees to entrepreneurs despite the risks and fears that cripple most. They currently own two successful optometry practices in Austin (Westlake Eyecare) as well as a top-producing new ServPro franchise in San Antonio, TX. Be sure to listen to the end where Jonah offers listeners an opportunity to connect with him directly. Show Quote “By failing to prepare, you are preparing ...
01: The Benefits of Hiring a Fee-Only Financial Advisor with Jason Clevlen
December 03, 2019 08:30 - 55 minutes - 51 MBIn this episode, Jason Clevlen introduces Lake Hills Wealth Management, a firm he and Jack Marino Jr. founded in 2017. Jason reveals the aspects of a fee-only Financial Advisor. He also discusses the benefits of hiring a financial advisor, what areas that professional can help with and how to go about hiring one. Be sure to stay tuned to the end where Jason reveals some personal attributes, recommendation and how listens can contact him with questions. Show Quote “If you go to work on yo...
00: Profits to Wealth Introduction-Business, Money & Freedom
November 17, 2019 01:10 - 5 minutes - 7.89 MBIn this first episode, get to know Jack Marino Jr. as he informs the listeners as to what they can expect and explains what Profits to Wealth is all about. If you would like to learn more, check out the Profits to Wealth website at https://www.profitstowealth.com/