The Legacy Wealth Show
The Power of Private Markets | 49 | Will Cho

The Power of Private Markets | 49 | Will Cho

October 4, 2021

Will Cho of Stepstone Conversus joins to discuss the "DNA" of private markets. Learn more about 91% of American businesses being privately owned. 

”Tax Prep” is NOT ”TAX PLANNING” | Ep. 48 | Jaime Redfern

”Tax Prep” is NOT ”TAX PLANNING” | Ep. 48 | Jaime Redfern

September 28, 2021

Are business owners misled to think tax preparation is tax planning? And why is tax planning important in a wealth plan? Jaime Redfern of Legacy Integrated joins to discuss some phenomenal insight around this topic.

Tax Free Wealth Strategies! | Ep. 47 | Justin Martin

Tax Free Wealth Strategies! | Ep. 47 | Justin Martin

September 7, 2021

Justin Martin of the newly established Legacy Insurance discusses importance facets of tax-free wealth strategies within life insurance!

“Wait?! You Can Invest Alongside Institutions?…In Real Estate?” | Ep. 46. | DJ Van Keuren

“Wait?! You Can Invest Alongside Institutions?…In Real Estate?” | Ep. 46. | DJ Van Keuren

August 30, 2021

Real-estate family office investment manager DJ Van Keuren discusses the advantages in partnering with institutions. Hear what is included on these type of deals and what to consider when looking at including real-estate in your portfolio!

Mythbusting California Rumors | Ep. 45 | Erik Hayden

Mythbusting California Rumors | Ep. 45 | Erik Hayden

August 23, 2021

True? Believable? Hear-say? What headlines about the state of California should we take seriously at the moment and what is actually happening in the largest Western state. Erik Hayden of Urban Catalyst joins the show to discuss some of the opinionated Californian rumors circulating right now.

An Investing Strategy When Dealing With A Capital Gain | Ep. 44 | Erik Hayden

An Investing Strategy When Dealing With A Capital Gain | Ep. 44 | Erik Hayden

August 18, 2021

Real-estate gains? Sold a business? Cashing out on Crypto? Erik Hayden of Urban Catalyst joins the show to discuss the QOZ tax strategy when experiencing capital gains. Erik brings years of urban real-estate development experience to show and also sheds some light on positive impacts from COVID!

Strategies For Capital Gains, Ideas Outside A 1031 Exchange | Ep. 43 | Nick Padula

Strategies For Capital Gains, Ideas Outside A 1031 Exchange | Ep. 43 | Nick Padula

August 9, 2021

Nick Padula of US Energy drops valuable information about Qualified Opportunity Zones (QOZs) and discusses one strategy investors can use to deal with capital gains. Plus!.....some bonus info around the oil/gas in today's political environment! 

Family Legacy and Tax Roundtable | Ep. 42 | Acen Hansen & Jaime Redfern

Family Legacy and Tax Roundtable | Ep. 42 | Acen Hansen & Jaime Redfern

August 2, 2021

More on the Family Office Experience in Miami! Legacy Wealth's Acen Hansen comes back to discuss leaving a legacy with family wealth and Legacy Integrated's Jaime Redfern shares more tax planning insight.

Why Aren’t More Investors Incorporating This? Family Office Principles | Ep. 41 | Jaime Redfern

Why Aren’t More Investors Incorporating This? Family Office Principles | Ep. 41 | Jaime Redfern

July 26, 2021

Family office events in Miami and new developments for the integrated team! Jaime Redfern of Legacy Integrated joins to discuss her family office experience in Miami and  tax planning. 

Investment Fire Drills & In-House Tax Planning Perspective | Ep. 40 | Benjamin Schamber

Investment Fire Drills & In-House Tax Planning Perspective | Ep. 40 | Benjamin Schamber

July 19, 2021

Benjamin Schamber of Legacy joins the show to discuss recent in-house happening including "fire-drills" and tax planning.

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