Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr.    “Owning a home is a keystone of wealth…both financial affluence and emotional security.” --Suze Orman   Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.    "Begin with the end in mind." --Stephen Covey   Powered by Axis Financial and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr.    "Faith is taking the first step even when you don't see the whole staircase." -Martin Luther King, Jr. Powered by Stone Hill Wealth Management

Podcasters: Steve Cosio and Phillip Washington, Jr. “A lot of people with high IQs are terrible investors because they’ve got terrible temperaments. You need to keep raw, irrational emotion under control.” — Charlie Munger   Powered by About Mansfield Podcast and Stone Hill Wealth Management

Podcasters: Steve Cosio and Phillip Washington, Jr.    The power of wealth is not in the symbol (the asset).  The power is in the mindset necessary to attract and keep in orbit all the wealth we desire in our hearts.     Powered by About Mansfield Podcast and Stone Hill Wealth Management  

Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr.   Some people find the process of listing their primary property stressful.  Imagine the potential stress in the process of listing a property with tenants. Rob shares some great ideas on removing stress from that process through proper preparation.     Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Income replacement is one pile of money you will need retirement.  The other big pile of money is for health care needs which include medical expenses and possibly long term care.    Powered by Axis Financial and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr.   You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets. – Peter Lynch   Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin CPA and Phillip Washington, Jr.    One of the biggest problems (if not the biggest problem) for business owners right now is attracting and retaining good talent.  It's always been a problem businesses have needed to solve, but with so many help wanted signs for local businesses it seems to at least in the short term gotten worse.  Alison shares her thoughts on how business owners can think about solving those problems in today's economic environment.     Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr.   Many families who purchase $1M+ homes are in a position to buy that size home because they have been wise with money.  Jason shares a strategy smart buyers use to not put as much of their cash down on a home which frees that money up to keep working in potentially higher growth investments.     Powered by Stone Hill Wealth Management  

Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr.    So you're ready to sell your home.  Great.  What's the first step? Rob shares his thoughts on what steps homeowners can take to get their home ready for a sale.     Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Financial advice is very specific to where each person is in their wealth-building journey.  This is what Jon shares today on the podcast.    Powered by Stone Hill Wealth Management

Podcasters: Phillip Washington, Jr.    "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." — Warren Buffett   Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.   Rising costs have a potential to blow holes in plans if the plan is not periodically reviewed and adjusted. Alison shares her thoughts on a few things business owners should think about reviewing in their plan to make sure they stay on track with their business exit strategy.     Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr.    The interest rate you pay is only one input into whether to buy real estate or not.  It's not even the most important one in Jason's book.  There's a different between building equity and what interest rate you pay.  They don't necessarily correlate.     Powered by The Grimes Group and Stone Hill Wealth Management      

Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr.    The real estate market can be your slave or your master.  Only you get to decide.  Rob shares his thoughts on how to allow the market to serve you in this current economic environment.     Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.   Business partners join together their resources to serve the community in some business capacity.   What happens if one partner can no longer work in the business?  Where does the other partner (s) find the cash to buy them? This is what Jon and Phillip discuss today.    Powered by Axis Financial and Stone Hill Wealth Management  

Podcaster: Phillip Washington, Jr.    "There will be bear markets about twice every 10 years and recessions about twice every 10 or 12 years but nobody has been able to predict them reliably. So the best thing to do is to buy when shares are thoroughly depressed and that means when other people are selling." -John Templeton   Powered by Stone Hill Wealth Management  

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    “Life’s persistent and most urgent question is “What are you doing for others?” –Martin Luther King Jr.   Powered by Reiff Martin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr.    "Millionaires and billionaires are made in recessions." -Jason Grimes   Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Robert L Lewis, Jr. and Phillip Washington, Jr.    The market seemed to change overnight and buyers and sellers may want to adjust to the new rules to gain an advantage.  Rob shares his thoughts and some ideas on how to get that advantage.     Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.    If you have a term life insurance policy, you probably get emails or letters in the mail asking if you want to convert your term.  Jon explains what that means and how his clients decide when it's time to convert their term insurance.    Powered by Axis Financial and Stone Hill Wealth Management

Podcasters: Phillip Washington, Jr.    Don't be a competitor.  Be a Creator.  That small difference will significantly enhance your ability to manage large sums of money with little to no stress and tons of peace of mind.     Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr   Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.     Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr.    With debt you are the servant.  With leverage you are the master.     Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Steve Cosio and Phillip Washington, Jr.   What do Jeff Bezos, Elon Musk, Bill Gates, John D Rockefeller, Henry Ford, and Andrew Carnegie all have in common? They all have faith in the future.  It's a requirement to be a successful investor.  No short cuts around it.   Powered by About Mansfield Podcast and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr.    "Mo' money, mo' problems" is a classic by the late great philosopher Christopher Wallace (RIH).  For some people that's true, for other's no so much in my experience as a wealth manager advising wealthy families.    Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    Topics: Valuing crypto assets on the balance sheet Tax impact for sales The effects on getting loans Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr.  Topics:  Higher prices More entertainment options More out of staters Lots of money made along the way for wise business people and investors Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Rob L Lewis, Jr. and Phillip Washington, Jr.    Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.   Jon and Phillip discuss why their successful clients buy life insurance on their children to give them a head start in life.     Powered by Axis Financial and Stone Hill Wealth Management

Podcasters: Phillip Washington, Jr.  “In investing, what is comfortable is rarely profitable.” — Robert Arnott Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Topics: How to read a business and individual tax return Using your tax return as a planning tool instead of a report card How mid year tax return planning can help business owners better hit their year end goals Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr. "Inflation is a tax on ignorance."   Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr.    A strategy for potentially getting a leg up in the home-buying process.     Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.  As most business owners know, it is not inexpensive to pay for group health insurance plans.  Business owners also know in order to be competitive they have to offer something.   Jon shares with Phillip some ideas on benefits that businesses can offer employees that don't have to cost the business any money.    Powered by Axis Financial and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr. “I believe that successful investing is essentially a battle that takes place in the investor’s Mind. A battle between Faith in the Future (Love) and fear of the future. And in the end, the investor’s lifetime return will be to a very great extent governed by which of these impulses wins.” -Nick Murray   Powered by Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    Topics: Fed interest rate hikes and how it affects business lending rates Restructuring debt and the tax impact The importance of having strong cash-flow to weather any storms Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Jason Grimes and Phillip Washington, Jr.   Topics: What exactly is an ARM mortgage? When is it appropriate to use that product? What are the pros, cons, and risks? Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Rob L Lewis and Phillip Washington, Jr.  Topics: HVAC maintenance Water heater maintenance  Yard work  ...and more   Powered by Ink Realty and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.  Topics: Affordable Care insurance Faith-based plans Short term plans Group coverage   Powered by Axis Financial and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr.    Spoiler alert...Security does not comes from having cash, a certain amount of money in your 401(k), or any other outside expression.  It must come from within.  Only then can we be assured that it cannot ever be taken from us under ANY circumstances.     Powered by Stone Hill Wealth Management

Today's Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.   It's tough to know if you're on track with your business financial goals if you don't know your numbers.  Alison and Phillip discuss the importance of reviewing your business finances monthly and why it can help you with more accuracy reach your business financial goals.   Powered by ReiffMartin CPA and Stone Hill Wealth Management    

Podcasters: Jason Grimes and Phillip Washington, Jr.   Powered by On Time Lending and Stone Hill Wealth Management

Podcasters: Steve Cosio and Phillip Washington, Jr.  The world keeps evolving even if we don't.  If we don't want to get left behind financially, we have to learn how to tune in.  Steve and Phillip discuss that on today's episode.    Powered by About Mansfield Podcast and Stone Hill Wealth Management

Podcasters: Jon Thurmond and Phillip Washington, Jr.    Powered by Axis Financial and Stone Hill Wealth Management

Podcaster: Phillip Washington, Jr.   I often hear people say, "Isn't it too late to start a podcast?"  My response is always, "It has not even gotten started yet.  We are SUPER early."   Powered by Stone Hill Wealth Management    

Podcasters: Susana Gibb and Phillip Washington, Jr.  With more and more small businesses utilizing online stores and drop shipping to deliver products, it's becoming more important to have coverage to pay for items if they get lost on the way to your customer.  Susana explains that coverage on today's episode.    Powered by Gibb Insurance Agency and Stone Hill Wealth Management