Your Money Manual With Vince Annable

How many Starbucks or 7-Elevens or Walgreen’s do you pass in a day or in a week?  Did you ever give any thought to how many locations each of those companies actually owns?  The numbers may surprise you, but even more surprising are the advantages for those who invest in the REIT’s that include the properties leased by these and other top-of-mind consumer brands…which begs the question, what is a REIT?  Vince’s guest is another highly experienced veteran of the commercial real estate industry who will share his knowledge of Triple Net Lease REIT’s and why they are so attractive to qualified investors who are looking to further diversify and protect their portfolios with alternative investments.  James Steuterman, CEO and President of ARCTRUST III is our guest.

​Rinse and repeat are merely words. The truth is It takes a long time to do something really well, and on this edition of “Your Money Manual,” Vince Annable welcomes a gentleman who began his real estate investing career when he founded his company as a teenager in 1966.  Well over 50 years later, Francis Greenburger, CEO of Time Equities, Inc., maintains his long-term strategy to successful investing with a diversified portfolio of commercial properties in the U.S., Canada and abroad. Listen as he shares some his philosophy and valuable insight.  Trust us, it’s 14+ minutes of time well-spent!  

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 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!" 

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 Annable will help to clear the air about annuities and summarize how the process of creating lifetime pension-like income works without an actual pension. 

In this inaugural segment of Your Money Manual, Host Vince Annable, CEO of Wealth Strategies Advisory Group and creator of The Household Endowment Model® talks about the purpose of the program. You'll also learn how the performance a major university endowment inspired the creation of a unique wealth management platform that helps protect--and in some cases even grow--investors' assets during times of high market volatility like that experienced during the financial crisis.. 

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 increasingly 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 Annable 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 Annable 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 Glen Ostrander, Managing Director of OFS Capital Manager, LLC., and Holbrook M. Forusz, Director of OFS Capital Management 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. 

​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.  Business and medical practice owners, click here to sign up and receive free instant access to the e-Book, "Becoming Seriously Wealthy." 

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. 

Extremely wealthy individuals and families with hundreds of millions of dollars in assets often have the advantage of being able to hire a staff of professionals to establish a “family office” in order to manage all financial matters related to their business and personal wealth.  Fortunately, the same services that have been available only to the “super rich” are now available to more investors.  So what does that mean exactly?  Vince will answer that question and tell you about the benefits of a “virtual” family office on this edition of Your Money Manual.    To receive free information about virtual family offices including how to know if a family office is right for you, visit:  https://www.wsagaz.com/virtual-family-office.html 

Many investors cringe at the thought of selling appreciating assets out of fear of the potentially high taxes they’ll likely pay on their capital gains.  However, thankfully, times are changing, and so has the tax code, particularly where the sale of highly appreciated investment property is concerned. On this edition of Your Money Manual, Vince Annable will introduce you to an exciting long-term tax strategy that could relieve you from the unpleasantness of a major tax hit for many years to come. 

The holidays are upon us, and as we make our year-end plans, the last thing you may want to think about is your taxes—or more specifically, preparing yourself for how much you may need to pay in income taxes. So why not think of things differently this year? On this edition of Your Money Manual, host Vince Annable welcomes Trent Erickson, co-founder of Legacy CPA's to discuss some unique and tested tax planning strategies that could help you keep a significant amount of your money, rather than sending it to Uncle Sam. 

Venture Capital, VC, venture.  Whatever you call it, venture capital may be the most dynamic, yet misunderstood, of all asset classes.  While it certainly isn’t for everyone (we’ll explain why), venture capital investments can be of tremendous benefit to an investor’s portfolio when the stock market ride gets rough, and then, long after that.  To tell you why, host Vince Annable welcomes venture capital expert, Carter Williams, founder of iSelect Fund.  It’s worth 16 minutes of your time, so listen, learn, and share with others!  

You may by familiar with private investments, and you may include them in your own portfolio, but they remain a mystery to many investors who may consider them off limits or simply too risky.  On this edition of Your Money Manual, Vince Annable breaks it all down for you as he talks about how private and public investments differ and how private investments can add diversity and stability to your portfolio over the long term.  

​On this this third installment of Your Money Manual, Vince talks about the painstaking approach taken in the selection of investments for the alternative investment-rich Household Endowment Model portfolio.  What makes these investments different from those that most average investors can find and select for themselves?  We’ll share what we’ve learned from studying the top university endowments (and the Yale Endowment managed by David Swensen in particular)  that helps guide us in these important decisions. 

On this edition of Your Money Manual, we discuss some of the common mistakes that investors make when choosing a professional to manage their money. Then, host Vince Annable walks you step-by-step through a comprehensive wealth management process that puts investors’ needs first.