As the macroeconomic environment shifts to a period of interest rate volatility for the first time in over a decade, shorter duration debt with less sensitivity to interest rate hikes is showing some momentum. Jillian Murrish, CEO at Pier Asset…
There’s a compelling case to be made for farmland as part of a long term portfolio. There are also some potentially significant tax advantages associated with this asset class. Josh Guggenheim, VP of Acquisitions at Gold Leaf Farming, joins Michael…
In 2024, investors are able to put $69,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income. Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy…
We’ve all come across tax savings strategies that seem too good to be true. Where should investors go from there? Andrew Gradman, a tax attorney in Southern California, joins Michael to discuss why it’s important to cultivate a healthy sense…
A self directed IRA (SDIRA) can provide high net worth investors with access to a number of alternative asset classes in tax-sheltered retirement accounts. Kaaren Hall, founder and CEO of uDirect IRA Services, joins Michael to discuss the use cases…
Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with…
For investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance…
Many high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits. Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and…
Private credit is having a “moment,” with increasing numbers of High Net Worth investors and family offices making allocations to this asset class. Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the “new golden age” of…
Starting a Roth IRA for your child might be one of the smartest investing moves a parent can make, but most of us fail to do so. Chris Carosa joins Michael to discuss the benefits of the Child IRA, including…
Puerto Rico’s unique status as a U.S. territory with Commonwealth status has created a number of significant tax opportunities. Jose Torres, founder and managing partner at Monllor Capital Partners, joins Michael to discuss the various incentives in place for both…
Donor-advised funds are an incredibly efficient vehicle available to individual investors and family offices who desire to make a long term philanthropic impact. Jodi Rosen, chief development officer at Vanguard Charitable, joins WealthChannel’s Andy Hagans to discuss the amazing growth…
Conservation easements have historically been a popular investment vehicle for high earners looking to generate offsets to taxable income. Recent changes to the tax code have curtailed use of conservation easements, but continued to incentivize the preservation of historic buildings.…
By allowing investors to defer and eliminate large capital gains, Opportunity Zones may just be the greatest tax incentive ever created. Jimmy Atkinson joins the show to discuss how OZs can help High Net Worth investors who have experienced a…
For some investors, converting from a Traditional IRA to a Roth IRA can create significant tax efficiencies. But the calculation depends on a number of factors, and the answer isn’t the same for everyone. Michael Johnston takes a deep dive…
Beyond the potential returns, real estate offers numerous ways for investors to enhance the tax efficiency of their portfolios. Andy Hagans joins Michael to discuss the three primary tax benefits of investing in real estate as an LP and provide…
401k plans are the workhorse of many retirement portfolios, allowing investors to accumulate significant wealth in a tax-protected account. Many entrepreneurs and small business owners are missing out on a massive wealth creation opportunity by failing to establish a Solo…
Health Savings Accounts (HSAs) are one of the most tax efficient accounts available today, boasting rare triple tax advantaged status. For some High Net Worth Investors, these accounts may be used as a “stealth” way to max out retirement savings.…
The Roth IRA is an incredibly tax efficient investment account, but most high earners are not allowed to make contributions directly. Fortunately, there’s a “back door” into the Roth IRA that can enable many High Net Worth investors to shift…
WealthChannel has a big announcement today: we are launching a new podcast! On the Tax Efficient Investor Podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies…
Many investors might be surprised to learn that the world of micro private equity even exists, but a few managers are quietly building “micro empires” that may promise outsized returns for bold investors. Mike Vranjkovic, managing partner at WebStreet, joins…
Many companies are helping to democratize access to alternatives, but Fundrise may be unique in its traction as a true consumer brand. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel’s Andy Hagans to discuss the Fundrise growth…
The future of alternatives looks strong, with untapped private capital ready to participate in the alts market. Shifra Ansonoff, Global Head of Customer Experience at Preqin, joins WealthChannel’s Andy Hagans to discuss the opportunities and challenges for GPs who are…
RV parks represent a growing and profitable segment of the CRE universe, but it’s hard to find information on investment opportunities. Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are “a little bit undiscovered.”…