Tax Tips for 2021
Episode 615 | 5.12.21 Family Office Tax Update & Residential Real Estate What can you expect as we return to a post-pandemic world, featuring long-time friend of the show, Tom Handler of Handler & Thayer, LLC. Plus Mindy Cassel stops by to discuss charitable giving & the Children’s Bereavement Center. If you or someone you […]
Family Office Tax Strategies & Real Estate Financing
Episode 610 | 3.31.21 TAX POLICY AND INVESTMENT TRENDS IMPACTING THE FAMILY OFFICE MARKET High net worth investors are flush with cash and looking for real estate deals. What are their goals and objectives? PLUS WHAT IS THE MARKET FOR REAL ESTATE FINANCING? Jim shares what can – and cannot – get done today in […]
Prisons and Pandemic, The State of Capital Markets
Episode 577: 8.12.20 Prisons and Pandemic Kicking off the show is a very special guest. Kathie Klarreich of Exchange for Change shares with Jim the challenges of the prison system to keep inmates safe during the pandemic. Jim & Kathie discuss the physical implications of not having adequate social distancing and the mental and emotional toll of being completely […]
Rising to the Challenge- Professional Sports & Wealth Management
Episode 574: 7.22.20 Empty Stadiums: A New Challenge in Wealth Management Jeffrey A. Glusman of Level Four Sports & Entertainment is back to share with us COVID’s impact on the professional sports industry. With its unique challenges in each sport, Glusman will share what he’s seeing in pro athlete wealth management and what lies ahead […]
Rising to the Challenge- Miami Real Estate & Professional Sports Wealth Management
Episode 574: 7.22.20 Miami Real Estate STILL Open For Business As reopenings begin, it’s crucial to look toward the future and analyze how this has affected, and will continue to affect, sales efforts and the residential real estate market in Miami. Alicia Cervera Lamadrid with join us to talk virtual sales and how Natiivo Miami has continued […]
Help During Coronavirus With Tom Handler
Episode 572: 7.8.20 This economic climate may look similar to other financial crises our country has faced, but should we approach it the same as we have in the past? Closing our show is Tom Handler, our family office expert, will share the best ways for family offices to operate wisely and weather this […]
Help During Coronavirus: 3 Industries Doing It Right
Episode 572: 7.8.20 Part 1 – Annabelle DeGrazio Part 2 – Manny Johnson Part 3 – Tom Handler Part 1 First, if your business strategy is strictly to appeal to the eyes or ears, you’re missing a few other senses! Annabelle DeGrazio of TAJA Collection (as seen on Good Morning America, People Magazine, Harper’s […]
Fried on Business: Impact of Covid-19 on MLB players and the Sports & Entertainment Industry
Episode 568: 6-10-20 Impact of Covid-19 on MLB players & the Sports and Entertainment Industry Jim Fried welcomes sports & entertainment specialists Jeffrey A. Glusman the practice director of Level Four Advisor Services and longtime MLB player turned wealth advisor Scott Proctor of the Level Four Advisor Services team to get their insights on the impact of Covid-19 on major league […]
Fried on Business: Miami Market Update and Impact of Covid-19 on MLB
Episode 568: 6-10-20 Miami Market Update and Impact of Covid-19 on MLB Jim Fried hosts residential real estate experts Jared Ringel to discuss the impact of Covid-19 on Downtown Miami. Then Jim welcomes sports & entertainment specialists Jeffrey A. Glusman the practice director and longtime MLB player turned wealth advisor Scott Proctor of the Level Four Advisor Services team to […]
Fried on Business- Residential Mortgages & Refinancing Options
Episode 566: 5-27-20 Residential Mortgages & Refinancing Options Jim Fried talks all about Residential mortgage lending and refinancing options to get more cash in his clients pockets. He also discusses why timing is important given the current low rates. Episode 566: 5-27-20 (To download, right-click and select “Save Link As”.)
