Shows / Wealth-Building Made Simple
Wealth-Building Made Simple
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.
Episodes
- Wealth-Building Made Simple
Business Financial Planning: How to know if you’re business is attractive to buyers
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA, Stone Hill Wealth Management, and phillipwashingtonjr.com
- Wealth-Building Made Simple
Business Financial Planning: How to know when you need a CPA
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Business Financial Planning: Last minute tax tips for 2022
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Business exit planning series #2: Imagining life after the sale of a business
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Business exit planning series #1: Questions that lead to answers that can enhance the value of your business
Podcasters: Alison Reiff-Martin, CPA and Robert L. Lewis, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Charitable Giving: Giving back and reducing taxes with donor advised funds and private foundations
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Business ownership: How good is your exit strategy?
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Business planning: Tips for building your budget for 2023
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Tax planning: Don’t take short cuts on your taxes even though audits are significantly down
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Taxes: How catching a baseball at a game might create an IRS tax bill later
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Business planning: How to know when it’s time to sell your business
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Life insurance: Finding good life insurance companies for tobacco users
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
- Wealth-Building Made Simple
Investing: When will the stock market stop falling?
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Financial Planning: Removing limitations in the wealth building process
Podcasters: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Real estate: What is reverse redlining?
Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Life insurance: ”Should I buy life insurance on my parents or siblings?”
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Investing: The downside of using facts as the foundation of your investment process
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Thinking strategically about investing money into your own business
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by Reiff-Martin, CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Bonus episode: How the recent inflation numbers impact my investment outlook
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Financial Planning: Investing ideas for the next decade or so
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Real estate: What does the June/July housing price slow down mean for homebuyers?
Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr.
- Wealth-Building Made Simple
Life insurance: Reasons to own permanent life insurance before retirement
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
- Wealth-Building Made Simple
Investing: The BIG money is made in the waiting
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Business planning: Making long term investments into your business while reducing your taxable income
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Investing: How to invest when the world seems to be falling to sh%t
Powered by Stone Hill Wealth Management and phillipwashingtonjr.com
- Wealth-Building Made Simple
Real estate: Protecting the less fortunate from gentrification
Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
- Wealth-Building Made Simple
Life insurance: Finding companies that provide life insurance to ”high risk” individuals
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
- Wealth-Building Made Simple
Podcasting: How to raise money from advertisers
Powered by Stone Hill Wealth Management and phillipwashingtonjr.com
- Wealth-Building Made Simple
Tax planning: Tax credits in the 2022 Inflation Reduction Act
Podcasters: Phillip Washington, Jr. and Alison Reiff-Martin, CPA Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Episode replay: What is a debt based financial system (our current system)?
November 19, 2021 episode Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
2022 episode replay: The 4 asset buckets
January 21, 2022 playback Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Guest appearance throwback: Why energy companies are interested in mining Bitcoin
Podcaster: Phillip Washington, Jr. From About Mansfield Podcast January 28, 2022 episode Powered by About Mansfield Podcast and Stone Hill Wealth Management
- Wealth-Building Made Simple
Podcast Roadmap Series: Advertising and finding sponsors for your podcast
Powered by PW Media Podcast Roadmap and Stone Hill Wealth Management phillipwashingtonjr.com
- Wealth-Building Made Simple
Business Planning: Time to start forming the budget for 2023
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by Reiff Martin CPA and Phillip Washington, Jr.
- Wealth-Building Made Simple
Podcasting: A show idea for local bars and restaurants
Podcaster: Phillip Washington, Jr. Powered by PW Media Roadmap Consulting
- Wealth-Building Made Simple
Real Estate: What does it take to be a good realtor?
Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
- Wealth-Building Made Simple
Life insurance: Succession planning resources for business owners
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
- Wealth-Building Made Simple
Podcast Roadmap series: Distribution is the valuable ”real estate” of business
Podcaster: Phillip Washington, Jr. Powered by PW Media Podcast Roadmap consulting
- Wealth-Building Made Simple
Business planning: Finding a business edge in the current labor market
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Phillip Washington, Jr.
- Wealth-Building Made Simple
Wealth Mindset: Working long hours has nothing to do with the amount of wealth you build
Podcaster: Phillip Washington, Jr. Powered by PW Media Podcast Roadmap Consulting
- Wealth-Building Made Simple
Real Estate: Preparing for the market shift part 2...Sellers
Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
- Wealth-Building Made Simple
Life insurance: Creating seed money for your children’s future business ventures
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
- Wealth-Building Made Simple
Podcast Roadmap Series: You don’t have to cold call anymore if you don’t want to
Podcaster: Phillip Washington, Jr. Phillip talks about how he grew his wealth management business on the back of podcasting as opposed to the traditional way…
- Wealth-Building Made Simple
Tax planning: Watch out for IRS phishing scams
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Wealth Mindset: Creatively using your balance sheet to build wealth
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Real estate: Preparing for the market shift part 1...Buyers
Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
- Wealth-Building Made Simple
Estate planning: Your kids probably don’t want your home as an inheritance
Podcasters: Jon Thurmond and Phillip Washington, Jr. Powered by Axis Financial and Stone Hill Wealth Management
- Wealth-Building Made Simple
Wealth Mindset: The negative effects of resistance
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Tax planning: Turning ordinary income into passive income
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. Powered by ReiffMartin CPA and Stone Hill Wealth Management
- Wealth-Building Made Simple
Wealth Mindset: Attracting vs Chasing what you want
Podcaster: Phillip Washington, Jr. Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Real Estate: How to reduce homeownership costs
Podcasters: Rob Lewis, Jr. and Phillip Washington, Jr. Powered by Ink Realty and Stone Hill Wealth Management
- Wealth-Building Made Simple
Tax planning: Mid-year tax strategies
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. A few ideas we discussed: Converting ordinary income into investment income over time Giving…
- Wealth-Building Made Simple
Tax planning: A tax saving strategy for crypto investors
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. "They can't collect legal taxes from illegal money." -Al Capone Powered by ReiffMartin CPA and…
- Wealth-Building Made Simple
Business Planning: The top challenges for businesses in today’s economic environment
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. "Optimism is the only realism." -Nick Murray Powered by Stone Hill Wealth Management
- Wealth-Building Made Simple
Business financial planning: Hiring in light of the potential recession
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. “People are an organization's most valuable asset and the key to its success." - Dave…
- Wealth-Building Made Simple
CPA talks: How to navigate inflation in the cost of labor
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…
- Wealth-Building Made Simple
Business exit planning: The effects of inflation on an exit strategy
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…
- Wealth-Building Made Simple
Tax strategies: Using private foundations in your family financial plan
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…
- Wealth-Building Made Simple
Tax strategy session: Lower taxes, shelter assets from creditors, and give to your favorite charities
Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr Planning using charitable remainder trusts is a very effective way to reduce taxes, protect…
- Wealth-Building Made Simple
Business financial planning: The impact of owning crypto assets on a business balance sheet
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…