Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Helping you navigate the world of relocation and the tax implications thereof, host Charles P. Boinske invites over to the show Daniel Kelly, the senior associate in Hodgson Russ' Tax Practice. In this episode, Daniel sheds light on the things you need to consider before changing residency to reduce your tax burden, regardless of what state you live in. He goes deep into the concept of taxpayer's domicile, providing a checklist that spans the individual's lifestyle changes and their family and more. Follow along to this interesting conversation to learn more about changing and establishing your state and local tax residency.
Sep 7, 2020
41 min
The Myths Surrounding Diversification And The Value Of Well-being Advisors With Meir Statman - Ep 10
The financial world can be quite overwhelming. There is so much information out there that it can be easy to get carried away by it all and forget what really matters. In this episode, Charles P. Boinske interviews Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University, to help cut through the noise by breaking down the five myths about diversification and reminding us not to lose ourselves by explaining why good financial advisors are well-being advisors. He touches on strategic and tactical asset allocations and how you should think about diversifying your portfolio instead. To the second part, Meir then talks about the domains of well-being, highlighting the important things that matter—even more than investments. Join him and Charles in this conversation as they discuss more. Get the full show notes and more resources at https://TheWealthCast.com
Aug 26, 2020
36 min
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews The Evidence-Based Investor, Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to go in this aspect. What is more, he lays down the moments in history that have pushed for evidence-based investing, tapping as well the capital markets, and preparing for market crashes. Get the full show notes and more resources at https://TheWealthCast.com
Aug 12, 2020
32 min
Non-profit Fred’s Footsteps honors the life and legacy of G. Fred DiBona, Jr., who was known and respected for his generous spirit and dedication to others. His daughter, Christine DiBona Lobley, heads up Fred's Footsteps in raising money to help families with seriously ill, injured or disabled children. In this episode, Christine shares some of the many ways in which the organization has helped hundreds of families. Get the full show notes and more resources at https://TheWealthCast.com
Jul 29, 2020
29 min
In considering financial health, you must also include your mental and emotional well being, ensuring a break from the demands of work and family. In this episode, George Daniel shares the inspiring story of how he turned his childhood passion for fly-fishing into an exciting and rewarding career. George is currently the director/lead instructor for the Pennsylvania State University Fly Fishing Program. Get the full show notes and more resources at https://TheWealthCast.com
Jul 15, 2020
37 min
Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. Yet millions more are born into a level of poverty that we cannot begin to comprehend. In this episode, Dr. Anthony Coletta, MD, MBA, shares his powerful story of taking his surgical skills into Haiti since 2007, and how truly transformational this experience has been. Get the full show notes and more resources at https://TheWealthCast.com
Jul 1, 2020
25 min
For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for the people of Germany. As a strategic visionary, he creates a new understanding around the topics of investing, saving and capital markets. In this episode, Kanzler discusses the hard-won changes in both the mindset of the citizens and the financial services and opportunities in Germany. Get the full show notes and more resources at https://TheWealthCast.com
Jun 17, 2020
28 min
For generations, people were brought up not to talk about money. But if you've accumulated wealth that you want to leave to your family, it's essential to break through those barriers and start communicating. In this episode, Jane Scaccetti, CPA and CEO of Drucker & Scaccetti, shares crucial information about why it is so important to be good stewards of your wealth in order to ensure that the next generation does the same. Get the full show notes and more resources at https://TheWealthCast.com
Jun 3, 2020
24 min
Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand, highly respected business coaches in the region. In this episode, Greg offers a powerful strategy that shifts stress and helps clients feel more in control, as well as sharing the four essential factors to consider in protecting their businesses as well as your own. Get the full show notes and more resources at https://TheWealthCast.com
May 29, 2020
30 min
With COVID-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volatile market leaves us wondering what's next. In this episode, Trusts and Estates Attorney, Michael McBratnie, offers insight into how to find and maximize opportunities during a significant economic downturn.
Get the full show notes and more resources at http://TheWealthCast.com
May 5, 2020
21 min
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