Wealth-Building Made Simple all Episodes with AI Transcript | PodExtra.AI

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Business

Phillip Washington Jr.

Money can be stressful, but it doesn’t have to be! This podcast is about helping people understand their finances and make smart choices for their future.

Total 504 episodes

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11

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Real estate: What is home equity and how to use it to your advantage

Podcasters: Robert Lewis and Phillip Washington, Jr. Home equity is one of the two largest assets on American's balance sheet (the other being their 401(k)). It's important to understand how to use it to improve your overall financial situation. Powered by Ink Realty and Stone Hill Wealth Management

11:2526/04/2022

Life insurance: What is a tax free 1035 exchange?

Podcasters: Jon Thurmond and Phillip Washington, Jr. Life insurance has many benefits embedded in the tax code. Jon explains how the 1035 exchange allows insurance owners to transfer value from one contract to another contract without taxes. Powered by Axis Financial and Stone Hill Wealth Management

07:3925/04/2022

Investing: Outsourcing the management of your 401(k)

In the past, you had to manage your own 401(k) or use the professional services offered by the 401(k) company that you did not choose. Now you're able to have your wealth manager manage your 401(k) for you without having to move your 401(k). Powered by Stone Hill Wealth Management

13:2623/04/2022

Business insurance: What is business income insurance?

Podcasters: Susana Gibb and Phillip Washington, Jr. What is business income insurance and how is that different than disability insurance? Susana breaks this down for Phillip and the audience on this episode. Powered by Gibb Insurance Agency and Stone Hill Wealth Management

09:2922/04/2022