The Money Alchemist Podcast

How Small Business Owners Can Accelerate Growth With Anthony Lewis (Part 1 of 3)

Ben and Brent team up with a local tax planning and business consulting powerhouse, Anthony Lewis, for a three-episode series on small business planning in the post-COVID environment.  
 
Kirsch CPA - https://kirschcpa.com/
 
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Disclosure: 
 
Securities offered through LPL Financial, Member FINRA/SIPC.  Advisory Services offered through National Wealth Management Group, LLC, A Registered Investment Advisor and separate entity from LPL Financial LLC.
The content shared in this podcast by Kirsch CPA Group is based on our own experiences, research, and opinions, and it may not be suitable as professional or expert advice. We highly recommend consulting with qualified experts or professionals when making important decisions related to the topics we discuss. Your individual circumstances and needs may vary, and what works for one person may not necessarily work for another.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation. Anthony Lewis is not affiliated with LPL financial Brent Gargano is not affiliated with LPL Financial.  Kirsch CPA Group, Infinite Wealth Planning nor National Wealth Management Group, LLC is affiliated with LPL Financial. 
 

How to Be An Advisor

In this episode, Ben and Brent take a trip down memory lane, reminiscing on their personal journeys that led them to careers in the financial services industry.  The industry has changed substantially since they entered the business, prompting them to consider how young professionals today can pursue a financial services career.  
 
Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation. Brent Gargano is not affiliated with LPL Financial
 
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise, and bonds are subject to availability and change in price. Stock investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Mortgages are not available through LPL Financial.
 
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The Equity for Liquidity Tradeoff

Ben & Brent join you this week, navigating different perspectives on how to view the asset almost all of us have, our homes. 
 
Join us for a blend of insightful discussions and the occasional touch of dry humor.
 
Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation. Brent Gargano is not affiliated with LPL Financial
 
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Stock investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Mortgages are not available through LPL Financial.
 
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.