Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Ramp Capital, Tim Maloney, Chris Varley and Vance Barse, whose segment starts roughly 3/4 of...
Accessory Dwelling Units (“ADUs”) are booming in Southern California and other parts of the country. Commonly known as granny flats or in-law suites, ADUs are typically small structures that the owner rents out for income and may also use as a place to...
I recently attended Commonwealth’s national conference and had the good fortune of talking to Bloomberg Radio about a very interesting trend in retirement planning. Other topics included how to deal with anxiety about market volatility and what to look for in working...
This webinar discusses: Do you know the standard to which your advisor is being held? Do you know how much your advisor is really charging you? Is your advisor bridging planning gaps that often exist? Comprehensive planning – what is it, why is it important to you,...
Succession Link invited me to participate in “Growth Through Acquisition: Finding the Right Fit” as a subject matter expert who has used its platform to successfully acquire a retiring advisor’s practice. Please enjoy the following webinar during which I discuss...
