Solo 401(k) | Wealth DNA Radio March 14, 2016

Solo 401(k)

The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll cover the most attractive and least known individual retirement plans entrepreneurs can take advantage of. When we think of IRA’s we think of $5 – $6,000 that can be contributed each year. If a plan allows contributing 10 times as much – would that get your attention? But before you start reducing your estimated taxes for 2016 with this new knowledge, you need to join us for the show. And if you change your clocks remember the show time will be different for you !

        Our special guest is Clint Coons, a founding partner of Anderson Law Group and current manager of Anderson’s Washington office. His practice involves the structuring of private lending structures, joint venture agreements, land trusts, LLCs, tax deferred retirement vehicles, and other business forms to shield real estate investors from the myriad of challenges facing them in the new economy. Clint has published dozens of articles and workbooks on real estate investing and asset protection, including his most recent book: Asset Protection for Real Estate Investors.

        So whether you’re thinking about starting a new venture, you’re in the early stages of operations, you’re growing a business, or paying too much in taxes as a reward for a job well done …. grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for this show on the Solo 401(k)…  

Clint has extended two offers to our listening audience:

https://andersonadvisors.com/wealthdna-ap-blueprint-request – a 30 minute consult with an Anderson advisor for an Asset Protection Blueprint consultation

https://andersonadvisors.com/wealthdna-tax-blueprint-request – A 30 minute consultation with an Anderson Advisor for a Tax Planning Blueprint consultation.

Both of these consults are one-on-one with an Anderson Advisor and are very thorough and popular.  A timely offer as tax season is upon us.

  Monday March 14, 2016
          – 9:00 AM in Arizona 
              (12:00 Noon on the US East Coast)
          – and every 2nd & 4th Monday 

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or
    – they can click: www.EarnAHigherReturn.us
See you on the radio !

Retirement Insecurity? | Wealth DNA Radio February 22, 2016

Retirement Insecurity?

*This show was rescheduled from February 8th due to technical difficulties.

The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. February is a great month for a financial planning, and one of the hottest topics for the last few years has been dealing with rising healthcare costs. Whether you work for a company, are self employed, or retired this is a topic that affects you. On this show we’ll focus on the US health insurance system for retirees, commonly known as Medicare. Our listeners outside of the US will have a great opportunity to see how the US government can take a straightforward concept, and complicate it sufficiently to justify a large bureaucracy!

        Our guest to discuss Retirement Insecurity is Danielle Kunkle, a Founding Partner of Boomer Benefits, a health insurance agency. Danielle specializes in Medicare related insurance products, is a Medicare Supplement Accredited Advisor, and a regular contributor to industry publications on Medicare-related insurance for consumers. She is also a continuing education instructor in Texas, teaching a certification course for insurance agents who wish to enter the Medicare insurance sector.

        Although we can’t possibly address every individual situation in just 1 hour, we will try to answer some of the key questions you may have. What are the Medicare eligibility requirements? Is there an advantage to postponing applying? Are there deductibles & co-payments? What coverage is there during international travel? Why would anyone need supplemental insurance? What’s the difference between Medicare Part A, B, or Z? And what the heck does insurance have to do with doughnut holes?! If you don’t already know all these answers, then prepare your questions, and grab a cup of coffee, glass of wine, or your favorite beverage and join us on Wealth DNA radio for Retirement Insecurity … 

  Monday February 22, 2016
          – 9:00 AM in Arizona 
              (10:00 AM US Central Time)
          – and every 2nd & 4th Monday 

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or
    – they can click: www.EarnAHigherReturn.us
See you on the radio !

Entrepreneurship | Wealth DNA Radio January 25, 2016

 

Entrepreneurship

       The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll help some of our listeners launch that venture that’s been on their New Years resolutions for many years. For other listeners we’ll share a few insights that just may turn out to be the pearls of wisdom they’ve been missing in the early stages of a startup. And investors will certainly gain insights on how to sort through the real business ventures vs. the early stage failures.
 
        Our special guest is James Beach, serial entrepreneur, professor, lecturer, radio show host, and author. He is not only a successful entrepreneur, he also helps teach others how to succeed starting, growing, and managing a venture. James Beach wrote the book: School for Startups, and is co-author with Bryan Seely of a new book on “ethical hacking”.
 
        So whether you’re thinking about starting a new venture, you’re in the early stages of operations, you’re growing a business, you’re struggling to make payroll each month, or considering investing in some ventures …. grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for this show on Entrepreneurship …

  Monday January 25, 2016
          – 9:00 AM in Arizona 
              (12:00 Noon on the US East Coast)
          – and every 2nd & 4th Monday 

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or
    – they can click: www.EarnAHigherReturn.us
See you on the radio !

What Will 2016 Bring? | Wealth DNA Radio Jan. 11, 2016

What Will 2016 Bring?

      The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. Since this is our 1st show of the New Year, we’ll dust off the Crystal Ball and together gaze into it to get a clearer view for what we can expect in 2016. Is it time to dig into our margin accounts & invest 140% of our money to capture all the opportunities? If so, which asset classes should we investing in & which should we avoid? Or is it time to dig a hole in the backyard & bury all our cash, precious metal and other valuables to avoid losing money?

       Our returning guest to discuss What will 2016 Bring? is H.L. (Buster) Quist, aka the Myth Buster. He has an excellent track record of predicting turning points by following many trends & connecting seemingly unrelated events. Given his track record in predicting market cycles, what questions would you want to ask him? Are you excited or worried about the dramatic decline in oil prices? Depending on where you live you may be concerned about the buying power of your local currency. What would happen to your portfolio if both the 7 year bull market in equities & 40 year bull market in bonds suddenly reversed in 2016? What hedges do you have in place?

      This show should be at or near the top of your New Year priorities, and during the hour we just might suggest a few more priorities! You’ve survived to see 2016, so join us for this show and make sure your portfolio survives & thrives another year ! Prepare your questions, and grab a cup of coffee, glass of wine, or your favorite beverage and join us on Wealth DNA radio for What will 2016 Bring? …

     Monday January 11th, 2016
     – 9:00 AM in Arizona (8:00 AM on the US West Coast)
     – and every 2nd & 4th Monday    

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or
    – they can click: www.EarnAHigherReturn.us
See you on the radio !

2015 in the Rearview Mirror | Wealth DNA Radio Dec. 28, 2015

2015 in the Rearview Mirror

     The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show you, your family and I will take some time to reflect on this past year. We’ll reflect on some of the great shows that we had on Wealth DNA radio, and some of the key ideas shared by our guests. Naturally, if you have some questions about those topics, this will be a good time to ask. Or maybe certain shows had a profound impact on your wealth building … and you’d want to share that with our other listeners?

        I’ll also share my list of favorite books for savers and investors of all ages to read. For the books you read many years ago, maybe it would be worth re-reading them, and thinking about who in your family & among your friends would benefit by reading it. There’s still plenty of room to add more people to our list of prospective millionaires, so why not well include more of your family & friends? To prepare, jot down your questions, and make a list of your favorite books on personal finance … then grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for the 2015 in the Rearview Mirror …

     Monday December 28, 2015
      – 9:00 AM in Arizona (10:00 AM US Central Time)
      – and every 2nd & 4th Monday    

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or they can click: www.EarnAHigherReturn.us
See you on the radio !

Year-End Tax Planning | Wealth DNA Radio Dec. 14, 2015

Year-end Tax Planning

      The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll talk about everyone’s favorite topic … TAXES ! We all know tax planning should be an ongoing process, with ruling horizons, and yet there is nothing like seeing December 15th on your calendar, and realizing there’s little time left to change your income tax obligations for the year. But our listeners & optimistic investors will realize that there’s still a little time left ! So we’ll do our best to cover some of the most important tips to help you manage your taxes for the year.

       Our guest to discuss Year-end Tax Planning is Jocelyn Wright, MBA, CFP. and Assistant Professor of Women’s Studies The American College of Financial Services. She is also Director of the Center for Women and Financial Services there. Concurrently, Jocelyn is the Founder and Managing partner of The Ascension Group, where as an advisor she works with her clients to design a personalized strategy to help them reach their financial goals.

        Did you have some extra income you don’t want to share with the tax man?  Maybe you started a new company? Or you had significant expenses or losses and wish you could spread the effect across several years? Regardless of your situation  … prepare your questions, and grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us on Wealth DNA radio for Year-end Tax Planning …

     Monday December 14th, 2015
      – 9:00 AM in Arizona (11:00 AM on the US East Coast)
      – and every 2nd & 4th Monday   

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or they can click: www.EarnAHigherReturn.us
See you on the radio !

 

Bank Loan Turned Down? | Wealth DNA Radio Nov. 23 @ 9AM AZ Time

Bank Loan Turned Down?

      The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll continue our discussion of Crowdfunding. Both as an alternative to the traditional funding sources for small & start-up companies, as well as how Investors are able to invest in those companies without committing large amounts to a single investment.
 
        Our guest will be Bill Clark, Founder and CEO of MicroVentures, which has become one of the top 5 crowdfunding platforms. They’ve raised over $80 million from investors and had major successes with companies like: Spotify, Twitter, Meetup, Facebook & many other leading technology startups. You’re probably wondering what their keys to success have been? How the investments are structured? How you can invest through them? And how much they charge investors & companies?
 
        We’ve talked about the evolving crowdfunding rules and regulations for several years, and we’re now at the next milestone. What’s changing? What does that mean for our listeners? For the answers to these questions and some you ask during the show … grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for the Bank Loan Turned Down? …
 
       Monday November 23, 2015
          – 9:00 AM in Arizona 
              (8:00 AM on the US West Coast)
          – and every 2nd & 4th Monday

Call-in with Questions: +1-917-388-4162 or Click to listen online:
              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or they can click: www.EarnAHigherReturn.us
See you on the radio !

Millennial’s Investing Habits | Wealth DNA Radio Nov. 9, 2015

Millennial’s Investing Habits

    The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll talk about our younger listeners who are usually referred to as Millenials or Generation Y. We’ll discuss how they invest or don’t invest, and why or why not. We’ll also drill down to the specific differences between them and their Baby Boomer or Generation X counterparts.

       Our guest to discuss Millennial’s Investing Habits is Philip Racusin, senior associate of Pagel, Davis & Hill, P.C., and he specializes in litigation. He is also CEO and co-founder of EnergyFunders, an online platform that directly connects investors to small and micro-cap oil and gas projects across the U.S. If you don’t know much about the differences between how the various generations invest, or if you wonder what the connection is with EnergyFunders, … prepare your questions, and grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us on Wealth DNA Radio for Millennial’s Investing Habits…

     Monday November 9th, 2015
      – 9:00 AM in Arizona (11:00 AM on the US East Coast)
      – and every 2nd & 4th Monday    

Call-in with Questions: +1-917-388-4162 or Click to listen online:              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or they can click: www.EarnAHigherReturn.us
See you on the radio !

Kairos Moments in Your Life | Wealth DNA Radio Oct. 26, 2015

Kairos Moments in Your Life

      The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll reflect on what made you the saver & investor you are today. The key moments in your life that defined who you are, why you invest the way you do, and thus your Wealth DNA. Are you happy with the size of your portfolio & the level of passive income it generates? If you could re-live some key moments in your past, are there some things you would do differently? Are there some decisions you would change? Have you repeated some errors several times?

        Where you are today is merely a point in time & space, and yet it’s the starting point for where you want to be in the future. Understanding the path you took to get here, may just help you assess how to proceed on the next leg of your journey. Does your personal financial plan looks like a “hockey stick”, with the recent past declining, and the plan is to reverse course and shoot up at a pace that achieves your goals? If so, you’ll have to answer a simple question: “What Kairos moment will lead to that reversal?”

        If you’re wondering what a Kairos Moment is, or how you know when it occurs – then join us. I’ll share some definitions and a few key moments in my life. Using those examples will allow you to understand the Kairos Moments in your own life. Ultimately you’ll want to use what you learn to understand the Kairos Moments in the lives of the people closest to you. Were you a part of their key moments? What can you do to help others increase their Wealth DNA? So grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for the Kairos Moments in Your Life …

     Monday October 26th, 2015
      – 9:00 AM in Arizona (17:00 in Continental Europe)
      – and every 2nd & 4th Monday    

Call-in with Questions: +1-917-388-4162 or Click to listen online              http://www.blogtalkradio.com/boomerandbabe

Submit your questions during the live show in the chat window or call in to the number above. Listen to the archived shows at your convenience at www.WealthDNA.us.  The Wealth DNA Radio show airs every 2nd & 4th Monday of the month, helping 1 million people become millionaires … and we hope you join us! 
 
 
P.S. if you know someone who would like to “Learn to Earn a Higher Return” … have them contact me … or
    – they can click: www.EarnAHigherReturn.us
See you on the radio !

Crowdfunding Locally | Wealth DNA Radio Oct. 12, 2015

Crowdfunding Locally

The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll talk about 2 fairly new aspects of investing … Crowdfunding & Investing locally. New and yet returning to traditional investments that took place 100 years ago. So which is it … new or is it Déjà vu? Since very few of our listeners were investing that long ago, only you can decide after you listen to the show.

       On our last show we talked about Alternative Investments, and this topic fits squarely into that category. It’s not something you’ll want to move 100% of your portfolio into by year-end, but certainly something we all need to learn more about. Our guest to explain Crowdfunding Locally is Marshall Saunders, Managing Partner of SaundersDailey an online investment marketplace focused on real estate opportunities. Although the company is currently focused on the US mid-West don’t be surprised to see their marketplace expand throughout the US in the near future.

       If you’re not already investing in real estate, not familiar with Crowdunding, or didn’t know there were ways to invest in your local market … listening to this show needs to be high on your priority list! So prepare your questions, and grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us on Wealth DNA radio for Crowdfunding Locally …

     Monday October 12th, 2015
– 9:00 AM in Arizona (12:00 noon on the US East Coast)
– and every 2nd & 4th Monday