For those planning to leave assets to future generations, a thoughtful estate plan goes far beyond minimizing the tax bill. Amar Shar joins Michael to discuss taxes, unintended consequences, and his unlikely path to becoming a financial advisor. Watch On…
Most financial advisors are happy to outsource stock selection, or to use portfolios consisting entirely of ETFs or mutual funds. Randy Watsek joins Michael to discuss his process for researching individual securities for client portfolios, as well as best practices…
Holistic financial advisors do a lot more than an occasional rebalance. David Warshaw, Founder and President of The Wealth Plan LLC, joins Michael to discuss his “four seasons” approach that includes estate planning, tax strategies, and more. Watch On YouTube…
Most investors pay way too much in taxes. Connecting with the right advisor can save them hundreds of thousands of dollars — or more. Dana Cornell, Founder and CEO of Cornell Capital Partners, joins Michael to discuss how his career…
In the past several decades, the world’s super-wealthy have earned outsized returns by allocating heavily to alternative investments. Christopher Zook, the founder of CAZ Investments, joins Andy Hagans to discuss why he and Tony Robbins are committed to sharing this…
The energy market has been relatively quiet so far in 2024, but there’s a lot going on beneath the surface. Stacey Morris, head of energy research at VettaFi, joins WealthChannel’s Andy Hagans to provide an in-depth look at the oil…
After a year of dramatic change in the commercial real estate market, the underlying fundamentals look strong in many sectors. Keith Lampi, president and CEO at Inland Investments, joins Andy Hagans to discuss recent economic data, and what it means…
As the “maturity wall” begins to hit asset prices, the commercial estate market may have a rocky year ahead. But market stress can create opportunities for contrarian investors. Edward Fernandez, president and CEO at 1031 Crowdfunding, joins Andy Hagans to discuss his…
The last two years have seen a severe correction in the venture capital asset class, for portfolio company valuations, as well as in VC fundraising. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel’s Andy Hagans to discuss…
It’s a new year… and we have a new show name! The Alternative Investment Podcast is now WealthChannel With Andy Hagans. On the show, we’ll continue to conduct in-depth interviews to explore the topics that matter most, to protect and…
Becoming a millionaire is easy if you follow the right playbook, according to WealthChannel co-founder Michael Johnston. He joins the show to discuss the pitfalls that many investors fall into, and how you can fix your investing system with less…
The world’s most sophisticated investors are moving beyond the concept of “alternative investments,” to focus instead on the risk/return profile of each investment’s underlying asset class. Aaron Filbeck, managing director and head of UniFi at CAIA, joins Andy Hagans to…
While there are plenty of strategies available for W-2 employees, the U.S. tax code is really written to benefit business owners. Jacob Turner, co-founder at Moment Private Wealth, joins Michael to discuss tax savings strategies available to many business owners.…
The restricted property trust (RPT) is a tax strategy for business owners with predictable cash flows that can generate significant tax-advantaged holdings. Rhett Grimes and Ken Crabb join Michael to discuss the ins and outs of this strategy. Watch On…
As the alternative investment market has grown, structural changes have gradually improved the “user experience” for LPs and advisors. Brian King, founder and CEO at LODAS Markets, joins Andy Hagans to discuss how his firm is providing liquidity in a…
College tuition and related expenses will be significant expenditures for most families. Fortunately, there are some significant tax advantages to incentivize savings. Brad Baldridge joins Michael to discuss the ins and outs of the 529 plan, including a discussion of…
Circuit City was a storied electronics retail brand, that peaked, struggled, and eventually declared bankruptcy in the 2000s. Now, under the leadership of an innovative private equity team, the brand has relaunched and is gaining ground in the consumer electronics…