Ron Nawrocki's guest appearances

Ron Nawrocki

Money Tree Investing

The Boomer and The Babe Radio Network

Meb Faber

Paul Moore

Rod Khleif

Suze Orman

William Whitecloud

Rick Rule

Roger Whitney

Kris Benson

David Osborn

Jason Hartman

Engelo Rumora

Kevin Bupp

Warren Buffett

Travis Hornsby

Robert Farrington

OwlTail

12 Keys to Retirement Planning - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. We’ve continuing our series of shows on retirement planning with Rodger Alan Friedman as our guest to share his 12 Keys to Successful Retirement Planning, and some of the insights in his book Forging Bonds of Steel. In addition to being an author, Rodger has been in the financial services industry for over 30 years. He is currently Managing Director of Steward Partners Global Advisory, and a Wealth Manager with Raymond James Financial Services.You may be wondering how much of your hard earned money should be tucked away into savings? When you need to develop a comprehensive retirement plan? How to factor in the information we heard recently about Medicare &amp; Social Security (or whichever national plan you’ve been paying into)? And I’m curious what peanut butter &amp; jelly have to do with retirement? So, prepare your questions, and grab a cup of coffee, glass of wine, or your favorite beverage and join us on Wealth DNA radio for 12 Keys to Retirement Planning ...

12 Keys to Retirement Planning - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. We’ve continuing our series of shows on retirement planning with Rodger Alan Friedman as our guest to share his 12 Keys to Successful Retirement Planning, and some of the insights in his book Forging Bonds of Steel. In addition to being an author, Rodger has been in the financial services industry for over 30 years. He is currently Managing Director of Steward Partners Global Advisory, and a Wealth Manager with Raymond James Financial Services. You may be wondering how much of your hard earned money should be tucked away into savings? When you need to develop a comprehensive retirement plan? How to factor in the information we heard recently about Medicare &amp; Social Security (or whichever national plan you’ve been paying into)? And I’m curious what peanut butter &amp; jelly have to do with retirement? So, prepare your questions, and grab a cup of coffee, glass of wine, or your favorite beverage and join us on Wealth DNA radio for 12 Keys to Retirement Planning ...

Ron Nawrocki - Wealth DNA

Tax Free 1031 Exchanges - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. Since most US taxpayers just filed their income taxes, we thought it would be great timing to discuss a little known way to avoid paying US income taxes on investment gains - legally. In many cases the tax savings are more significant than using Self Directed IRA’s. This is a continuation of our series on retirement related topics, but works just as well decades before retiring.You’re probably wondering what a 1031 Exchange is, and what can be exchanged tax free? Some listeners will assume it’s a special barter transaction, but their overriding question is likely – How can it save me money on next year’s taxes? So if you don’t like the IRS as a beneficiary of your retirement plan, or looking for some additional “legal loop holes” we often share ... grab a cup of coffee, glass of wine, or your favorite beverage and join us for the discussion on Tax Free 1031 Exchanges ...

Tax Free 1031 Exchanges - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. Since most US taxpayers just filed their income taxes, we thought it would be great timing to discuss a little known way to avoid paying US income taxes on investment gains - legally. In many cases the tax savings are more significant than using Self Directed IRA’s. This is a continuation of our series on retirement related topics, but works just as well decades before retiring. You’re probably wondering what a 1031 Exchange is, and what can be exchanged tax free? Some listeners will assume it’s a special barter transaction, but their overriding question is likely – How can it save me money on next year’s taxes? So if you don’t like the IRS as a beneficiary of your retirement plan, or looking for some additional “legal loop holes” we often share ... grab a cup of coffee, glass of wine, or your favorite beverage and join us for the discussion on Tax Free 1031 Exchanges ...

Solo 401(k) - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; 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)...

Solo 401(k) - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; 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)...

Millennial’s Investing Habits - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; 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 &amp; 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...

Millennial’s Investing Habits - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; 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 &amp; 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...

Understanding Alternative Investments - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. During this show we’ll cover a number of asset classes that are often ignored by investors &amp; financial advisors. They simply refer to them as Alternative Investments, as if they were less important than stocks &amp; bonds. Stock prices have been rising for more than 6 years, and bonds have been in a bull market for 35 years. What happens to your portfolio if both those asset classes decline for several years? Are you prepared?Which asset classes are included in Alternative Investments? Are these asset classes riskier or less liquid? Are they only available to accredited investors? If not – why don't financial advisors recommend them for all investor portfolios? To better understand Alternative Investments, as well as address these &amp; many more of your questions we invited the guy who wrote the book!Our special guest will be Stephen Todd Walker, Senior VP and Financial Advisor at RBC Wealth Management. He works with Executives of large publicly traded companies, as well as privately held companies, family offices and other institutional investors. Stephen Todd Walker believes all securities move in waves which exhibit distinct patterns, cycles or trends which he covers in his book: Understanding Alternative Investments: Creating Diversified Portfolios that Ride the Wave of Investment Success.

Understanding Alternative Investments - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. During this show we’ll cover a number of asset classes that are often ignored by investors &amp; financial advisors. They simply refer to them as Alternative Investments, as if they were less important than stocks &amp; bonds. Stock prices have been rising for more than 6 years, and bonds have been in a bull market for 35 years. What happens to your portfolio if both those asset classes decline for several years? Are you prepared? Which asset classes are included in Alternative Investments? Are these asset classes riskier or less liquid? Are they only available to accredited investors? If not – why don't financial advisors recommend them for all investor portfolios? To better understand Alternative Investments, as well as address these &amp; many more of your questions we invited the guy who wrote the book! Our special guest will be Stephen Todd Walker, Senior VP and Financial Advisor at RBC Wealth Management. He works with Executives of large publicly traded companies, as well as privately held companies, family offices and other institutional investors. Stephen Todd Walker believes all securities move in waves which exhibit distinct patterns, cycles or trends which he covers in his book: Understanding Alternative Investments: Creating Diversified Portfolios that Ride the Wave of Investment Success.

Topics covered include: Why 95% will never be wealthy Multiple IRAs, Roth IRA, and Self Directed IRA Overcoming information overload Resources The Richest Man in Babylon by George S. Clason Today’s Panelists Andrew Sather | eInvestingforBeginners Miranda Marquit | Planting Money Seeds Shannon   Read more ›  The post MTI050: Roth IRA and Tax Management with Ron Nawrocki appeared first on Money Tree Investing Podcast.

Topics covered include: Why 95% will never be wealthy Multiple IRAs, Roth IRA, and Self Directed IRA Overcoming information overload Resources The Richest Man in Babylon by George S. Clason Today’s Panelists Andrew Sather | eInvestingforBeginners Miranda Marquit | Planting Money Seeds Shannon <a href="http://moneytreepodcast.com/roth-ira-and-tax-management/" rel="nofollow" target="_blank"></a> <a href="http://moneytreepodcast.com/roth-ira-and-tax-management/" rel="nofollow" target="_blank"></a> Read more › The post <a href="http://moneytreepodcast.com/roth-ira-and-tax-management/" rel="nofollow" target="_blank">MTI050: Roth IRA and Tax Management with Ron Nawrocki</a> appeared first on <a href="http://moneytreepodcast.com" rel="nofollow" target="_blank">Money Tree Investing Podcast</a>.

MTI050: Roth IRA and Tax Management with Ron Nawrocki

OPM &amp; Infinite Banking - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. During this show we’ll deal with an aspect of OPM that only 2% of investors are aware of. We hope you’ll be able to take advantage of it to build your wealth. If you’re wondering if these OPM strategies really work – I can assure you I take full advantage of them and have build my wealth by doing it, and doing it well. In other words I don’t just talk the talk, “I walk the talk”.Once you understand that it’s not difficult to earn more on your investments than it costs to borrow today, you’ll want to take advantage of as many sources of low cost debt as possible. Our goal is to share those sources with you ! If you have some pre-conceived notions about buying insurance, or have been frustrated getting loans from banks, then maybe it's time to learn about “Infinite Banking”. You should have no problem developing a good relationship with this new banker and qualifying for a loan, since you will “Be Your Own Banker”! So rather than paying interest to someone else, why not pay it to yourself? If this sounds too good to be true, or you've never heard of this concept, I'm sure you'll really enjoy this show.Our guest Thomas DeSchutter , a Partner at Bloom Strategies and vice-chair of the Small Business Council at the Vancouver Board of Trade, has a background in financial planning and helps clients create inter-generational wealth.Just imagine that the only debt you have at retirement is debt to yourself, then grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us.

OPM &amp; Infinite Banking - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. During this show we’ll deal with an aspect of OPM that only 2% of investors are aware of. We hope you’ll be able to take advantage of it to build your wealth. If you’re wondering if these OPM strategies really work – I can assure you I take full advantage of them and have build my wealth by doing it, and doing it well. In other words I don’t just talk the talk, “I walk the talk”. Once you understand that it’s not difficult to earn more on your investments than it costs to borrow today, you’ll want to take advantage of as many sources of low cost debt as possible. Our goal is to share those sources with you ! If you have some pre-conceived notions about buying insurance, or have been frustrated getting loans from banks, then maybe it's time to learn about “Infinite Banking”. You should have no problem developing a good relationship with this new banker and qualifying for a loan, since you will “Be Your Own Banker”! So rather than paying interest to someone else, why not pay it to yourself? If this sounds too good to be true, or you've never heard of this concept, I'm sure you'll really enjoy this show. Our guest Thomas DeSchutter , a Partner at Bloom Strategies and vice-chair of the Small Business Council at the Vancouver Board of Trade, has a background in financial planning and helps clients create inter-generational wealth. Just imagine that the only debt you have at retirement is debt to yourself, then grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us.

Financial Literacy -Taking Responsibility - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. We will continue our series on Financial Literacy, focusing on YOU and paving your path to financial independence. Are you well on your way to becoming Wealthy? Are there some obstacles on your path to Financial Independence? Is your level of Wealth DNA high enough to make it to your ultimate goal?        Few of us had Wealthy parents, or teachers who were able to teach us the essentials of personal finance, and likewise few of us focused our education on the topics vital to building a healthy portfolio. Is it too late? What steps should we be taking to have the Holy Grail: Income for life?        Our special guest Nick (the Kick) Lowery was extremely successful in his early career, an inspiration to boys in the US and around the world. But his winning performance didn't provide him the financial skills to be wealthy for the remainder of his life. How did he fill that gap? What can each of us learn from his journey?         For one of the most important shows ever ... grab a cup of coffee, or glass of wine and join the conversation …

Financial Literacy -Taking Responsibility - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. We will continue our series on Financial Literacy, focusing on YOU and paving your path to financial independence. Are you well on your way to becoming Wealthy? Are there some obstacles on your path to Financial Independence? Is your level of Wealth DNA high enough to make it to your ultimate goal?         Few of us had Wealthy parents, or teachers who were able to teach us the essentials of personal finance, and likewise few of us focused our education on the topics vital to building a healthy portfolio. Is it too late? What steps should we be taking to have the Holy Grail: Income for life?         Our special guest Nick (the Kick) Lowery was extremely successful in his early career, an inspiration to boys in the US and around the world. But his winning performance didn't provide him the financial skills to be wealthy for the remainder of his life. How did he fill that gap? What can each of us learn from his journey?          For one of the most important shows ever ... grab a cup of coffee, or glass of wine and join the conversation …

Forex Trading - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. Although the foreign exchange market (Forex) might seem like a small investment niche, it actually is the largest, most liquid financial market in the world. The daily transaction volumes are measured in Trillions of Dollars, or Trillions of any other currency. With such a large liquid market, is there an opportunity for individual investors to survive or even thrive when competing with international banks and other institutional investors?      Our special guest will be Kiana Danial, the author of "Invest Diva's Guide to Making Money in Forex". So it's no wonder she's also known as the Invest Diva and the Forex Diva. She even feels women have a slight edge in this marketplace. Why? I'm sure she'll share her own experience and those of other investors. What does it take to be successful in this vast financial market? Could this become a profitable portion of your portfolio? How do you get started? What factors do you need to research and what indicators should you track? For the answers to these and many more questions I highly recommend you join us for the conversation ...

Forex Trading - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. Although the foreign exchange market (Forex) might seem like a small investment niche, it actually is the largest, most liquid financial market in the world. The daily transaction volumes are measured in Trillions of Dollars, or Trillions of any other currency. With such a large liquid market, is there an opportunity for individual investors to survive or even thrive when competing with international banks and other institutional investors?       Our special guest will be Kiana Danial, the author of "Invest Diva's Guide to Making Money in Forex". So it's no wonder she's also known as the Invest Diva and the Forex Diva. She even feels women have a slight edge in this marketplace. Why? I'm sure she'll share her own experience and those of other investors. What does it take to be successful in this vast financial market? Could this become a profitable portion of your portfolio? How do you get started? What factors do you need to research and what indicators should you track? For the answers to these and many more questions I highly recommend you join us for the conversation ...

20014 is In -  2013 is Out - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. As we turn the calendar to a new year, it is a perfect time to reflect on the past, and plan for the future. All successful companies revise their plans and budgets annually, and successful investors do the same. How did your portfolio perform in 2013? What changes should you make for 2014? One of the biggest mistakes novice investors make is to chase performance, and buy the sectors and assets that performed well, and sell what did poorly. Very often that's the worst thing to do. Others readjust their holdings to return to their target asset allocation, thus they sell the winners, and buy more of the losers. Is that ridiculous or logical?We'll have H.L. "Buster" Quist, a.k.a. the Myth Buster, author, and Investment Advisor Representative at Dynamic Wealth Advisors, back as our special guest. He's studied past boom and bust cycles and successfully predicted all the recent ones. We'll ask him to reflect on what worked and what surprises he had in 2013. H.J. Quist will also share his insights on the trends we should take advantage of and which to avoid in 2014. Bonds declined dramatically, is it time to buy more? Stocks had an exceptional year, will that continue or should we sell on the way up? The US Federal Reserve is slowing the US$ printing press, what does that tell us to do?For the answers to these and many more questions grab a cup of coffee, or glass of wine and join in the conversation …

20014 is In -  2013 is Out - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating savers &amp; investors. As we turn the calendar to a new year, it is a perfect time to reflect on the past, and plan for the future. All successful companies revise their plans and budgets annually, and successful investors do the same. How did your portfolio perform in 2013? What changes should you make for 2014? One of the biggest mistakes novice investors make is to chase performance, and buy the sectors and assets that performed well, and sell what did poorly. Very often that's the worst thing to do. Others readjust their holdings to return to their target asset allocation, thus they sell the winners, and buy more of the losers. Is that ridiculous or logical? We'll have H.L. "Buster" Quist, a.k.a. the Myth Buster, author, and Investment Advisor Representative at Dynamic Wealth Advisors, back as our special guest. He's studied past boom and bust cycles and successfully predicted all the recent ones. We'll ask him to reflect on what worked and what surprises he had in 2013. H.J. Quist will also share his insights on the trends we should take advantage of and which to avoid in 2014. Bonds declined dramatically, is it time to buy more? Stocks had an exceptional year, will that continue or should we sell on the way up? The US Federal Reserve is slowing the US$ printing press, what does that tell us to do? For the answers to these and many more questions grab a cup of coffee, or glass of wine and join in the conversation …