The Mackle Family Evolution
The Mackle Family Evolution Episode 754 | 02.07.24 From Generation to Generation: The Evolution of the Mackle Family Business In South Florida the Mackle family is know for building the famous “Mackle Houses” on Key Biscayne. Today they run their firm Worksite – a Professional Employer Organization. We discuss the family’s history in South Florida, […]
Medicare and YOU
Medicare and YOU Episode 753 | 01.31.24 Medicare and YOU: Matthew Gold (Med Matt) joins me to discuss what you need to know about Medicare Supplement Plans Advantage Plans Part A Part B Part C Part D Its like a foreign language Matt explains the basics -We only have a few minutes… reach him at: […]
Help With HELOCS
Help With HELOCS Episode 752 | 01.24.24 HOME LOANS AND YOU: HELOCS REVERSE MORTGAGE LOANS HOME REHAB LOANS I have been getting lots of calls from folks looking to: pay off high interest rate credit card bills, remodel your homestead or investment property, find money for unexpected expenses or to just have an emergency cash […]
HELOCS and Reverse Mortgage Loans And You
HELOCS and Reverse Mortgage Loans And You Episode 751 | 01.17.24 HELOCS REVERSE MORTGAGE LOANS REMODELING LOANS AND YOU I have been getting lots of calls from folks looking to: pay off high interest rate credit card bills, remodel your homestead or investment property, find money for unexpected expenses or to just have an emergency […]
The Market Changed – Now What
The Market Changed – Now What Episode 749 | 01.03.24 Pipeline Thin? No Idea What To Do Next? Get A Jump On Finding That New Gig In 2024 With Tips From Head Hunter… Stephanie Cummings Stephanie Cummings – Founder – ARCANA – Executive Search Stephanie works in the family office and executive search world in New […]
How To Create And Implement Your Plan For 2024…
How To Create And Implement Your Plan For 2024… Episode 748 | 12.27.23 In their annual new year podcast show Jim and Bruce look forward together. They discuss great ways to build your business and personal brand in 2024. Want to make a change? Jim and Bruce lay our the road map. Want to fine […]
Pay For Christmas with A HELOC
Pay For Christmas with A HELOC Episode 747 | 12.20.23 People are calling me to pull money out of their house right now. One client spent two months working with a money center bank to get a HELOC. We completed the transaction for him this month in five business days. We are also helping […]
How To Protect Yourself from the Tax Man at Year End
How To Protect Yourself from the Tax Man at Year End Episode 746 | 12.13.23 Today Jim is joined by Tom Handler. Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, […]
HELOCS Are Hot
HELOCS Are Hot Episode 745 | 12.06.23 People are calling me to pull money out of their house right now. One client spent two months working with a money center bank to get a HELOC. We completed the transaction for him this month in five business days. We are also helping people pull money out of their […]
The Debt Market is “Closed” – What Now?
The Debt Market is “Closed” – What Now? Episode 744 | 11.29.23 The debt markets are in flux and that drives instability in the equity markets. What comes next? Loan sales? Receiverships? What property type can be built and financed today at numbers that still make sense? What is a “WIN” in today’s market for legacy sponsors? […]
