Creating Wealth #34 - A Mini Portfolio Makeover™, A Common Question and Winning by Borrowing
Jason shares an abridged real-world Portfolio Makeover™ and some thoughts on empire building. Investment Counselor and Area Manager, Lynda Mulley, asks a common client question and Jason interviews a prior guest from episode #29, Chartered Financial Analyst and Finance MBA, Daniel Amerman,...
CW 34 - A Mini Portfolio Makeover™, A Common Question and Winning by Borrowing
Jason shares an abridged real-world Portfolio Makeover™ and some thoughts on empire building. Investment Counselor and Area Manager, Lynda Mulley, asks a common client question and Jason interviews a prior guest from episode #29, Chartered Financial Analyst and Finance MBA, Daniel Amerman, on winning...
Creating Wealth #33 - Intro to Commercial Real Estate and Getting Your Spouse Into Investing
Jason talks with commercial real estate expert Tolliver Morris and one of Platinum’s clients turned Investment Counselor, Dave Toombs.
Commercial real estate: A review of product types and their corresponding tenant profiles. What is best for you and what are the management...
Creating Wealth #32 - Winning by Giving, Careless Banks, Money Without Debt, Boom Towns and Real World Financial Freedom
Today Jason and a few experts cover the following:
· Dr. Denis Waitley’s Winning Is Giving
· A brief radio interview on oil prices, increasing foreclosures, potential malfeasance, or at least carelessness, by CitiBank and Merrill...