My guest in this episode is Tim Gertz. Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals, and investors
With more than 16 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.
Tim and I discuss in this episode a conservation easement strategy, direct investment in oil, and gas, captive insurance strategies, donor-advised funds and the estate tax opportunity.
807: Kevin Nichols: How To Add Certainty During Uncertain Times With Life Settlements
My guest in this episode is Kevin Nichols. Kevin is the managing partner at Penumbra Solutions. Penumbra Funds invest in hundreds of Senior Life Settlement insurance policies. With a target yield in the low double digits, no market risks, no premium calls, professional management, and funds locked up safely in escrow, this might be the…
806: Dr. Amanda Barrientez: How To Align Your Inner Power To Get What You Want In Business & Life
Dr. Amanda Barrientez, known as “The Mindset Healer,” is the founder of Inner Power DailyTM, an international best-selling author, and the host of the top 2% globally rated podcast called, Inner Power Entrepreneur. After going from food stamps to building a 6-figure business. fast, she’s been on a quest to teach entrepreneurs and business professionals…
805: Dani & Flip Robison: How To Use Master Notes To Grow Your Investment Business
My guests in this episode are Dani and Flip Robison. They are the founders & owners of The Freedom Family of Companies, a vertically integrated investment firm. The family of companies includes an acquisitions company, a renovations company, a turnkey company, a property management company, a brokerage, and a fund management company. Dani and Flip…