Episode 18: Self-Storage: A Unique Opportunity for the Diversified Alternative Investment Portfolio4/8/2019  William Leitner III You rent a storage unit, fill it with stuff, and walk away. Right? Many of us have done that. But believe it or not, investing in self-storage is gaining in popularity among discerning investors looking for a stable opportunity to further diversify their portfolio. So, what makes self-storage such a stable investment, and what are some of the advantages of self-storage over other more traditional forms of commercial real estate? William "Bill" Leitner III, Managing Partner of LeitBox Portfolio Partners has the answers to those and other questions as he joins Vince on Show #18 of Your Money Manual!
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 Vince Annable While pensions and defined benefit plans are no longer as prevalent as they used to be, it’s possible to generate regular income after you retire much like those pensions did for our parents and grandparents years ago. The process of doing so is contingent on a retirement account you may already have and the use of the right annuities. On this edition of Your Money Manual, Vince will help to clear the air about annuities and summarize how the process of creating lifetime pension-like income works without an actual pension.
 Andrew Tang On this edition of "Your Money Manual with Vince Annable," we take a look ahead at the equities markets for the balance of 2019 and how alternatives may play a significant role in helping investors during the volatile times they may face along the way. To discuss all of this, Vince welcomes Andrew Tang, Executive Vice President and Chief Investment Strategist at Claraphi Advisory Network.
 As an investor, you likely already invest in public equities—or stocks—either directly or through mutual funds in your retirement account. Private equity, on the other hand, may not occupy a place in your portfolio. Today on “Your Money Manual” show number 15, Vince Annable speaks with Matt Leiter, Sr. Vice President of Equity Markets at GK Development about the important differences between public and private equity and debt. Vince and his guest will also discuss why private equity and debt could become increasing more attractive to investors in light of current and future economic conditions.
 As online shopping continues to grow, investors can take heart that brick-and-mortar retail remains alive and well, particularly where “necessity retail” is concerned. Those are your neighborhood shopping centers where you’ll find your grocery store, hair salon, pet supply, stationery store, dry cleaner and donut shop, among other merchants. On this edition of “Your Money Manual,” Vince and his guest, Jake Bisenius, President and Managing Principal at AmCap will discuss the many attributes of retail real estate as an attractive alternative investment.
 You may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform that strives to provide investors with the same advantages that the major university endowments do for their ultra-rich investors? You’ll find out on this edition of the program when Vince visits with portfolio designer Vali Nasr, CEO of Claraphi Advisory Network.
If you’ve been listening to Your Money Manual, you’ve heard us discuss the opportunities that exist in long-term alternative investments that are not connected to the ups and downs of the equities markets. However, if you’re looking to add income, you’ll be interested to learn more about alternative income investments that also are not correlated to stocks. On this edition of YMM, Vince Annable and his guests will introduce you to private credit and why it may be something you’ll want to investigate more closely to meet your investment income requirements.
Whether you’re the owner of a new start-up operation or a long-established family business, the eventual successful sale or transition of your company will depend on how well-prepared your exit strategy is. On this edition of “Your Money Manual,” host Vince Annable welcomes Trent Erickson, Founding Partner of Legacy CPA’s, back to the program to begin a discussion of what the early stages of succession planning entail and why it’s never too soon for business owners to begin planning their exit.
Episode #10: Introduction to Wealth Strategies for Business Owners and Medical Practice Owners1/21/2019 Business owners and medical professionals who own their own practices are in a unique position from a wealth management standpoint. While they enjoy the advantages that business ownership affords them, their families and their future heirs, the same privilege comes with tremendous risk to their assets. If you’ve ever wondered just how protected you and your wealth are, listen as we begin an ongoing conversation on wealth strategies for business owners to help you preserve and protect what you’ve worked so hard to earn.
Episode #9: Got Any Farmland in Your Investment Portfolio? Maybe You Should Think About It.1/14/2019 When we think about investing in real estate, we think about vacation homes, businesses or vacant plots of land in desirable locations with huge potential. Chances are, however, you never think of farm acreage. Today, on “Your Money Manual” Show number 9, Vince Annable speaks to one of the nation’s foremost experts—David Gladstone, president of Gladstone Land Corporation—about how a growing number of investors are turning to his company’s farmland REIT to further diversify their portfolios.
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About the show"Your Money Manual with Vince Annable" is a program developed to share information about concepts and strategies used by high net worth individuals to preserve, protect and grow their assets through all market cycles. Vince Annable--the host--is the creator of The Household Endowment Model® and CEO of Wealth Strategies Advisory Group. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions." Archives
September 2019
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