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Your Money Manual with Vince Annable

Vince Annable

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Your Money Manual with Vince Annable

Your Money Manual with Vince Annable

Vince Annable

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You’re working hard to become financially secure, but what are you actually doing with your money to help you reach the financial goals you’ve set for yourself and your family? On “Your Money Manual,” host Vince Annable, CEO of Wealth Strategies Advisory Group, provides a fresh perspective with information on unique and tested investment ideas that many financial advisors don’t share with their clients. If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then this may be the show for you!

Latest Episodes

Episode #37: How Affluent Investors Can Benefit From Having Their Own Virtual Family Office

In the part 4 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFOs to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families no longer need a minimum of $150 million to qualify for such a high level of service. VFOs are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions. Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model, while Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins!On this episode of Your Money Manual with Vince Annable, you'll learn: A review of the differences between a VFO and traditional single and multi-family offices (02:44) Why more successful and wealthy investors are turning to VFO’s for their wealth management needs (05:53) How stress testing works and why it’s useful in determining if an investor may be well suited for a VFO (09:11) About the biggest obstacles for successful and wealthy individuals in setting up a VFO (03:42) What it means for everyone involved in a VFO to win, and why it’s important that everyone does win (16:26) Coming up on the 4th installment of this 5-part conversation with Russ Alan Prince, Vince Annable will go into a little more detail on the stress test we talked about and exactly what that entails, and more importantly, what it reveals about your existing wealth management plan. Russ and co-author John Bowen Jr. have been kind enough to make available a great book entitled Your Optimal Financial World—How Driven Entrepreneurs Can Benefit from High Performing Virtual Family Offices. You don’t need to own a business to benefit from info it contains. The digital flip-book version is available for immediate download at no cost or obligation simply be visiting VFOAG.com. Just complete the short form at the bottom of that page with just your name and email address and you’ll get instant access to that book as well our free quick-read Your Optimal Financial World white paper. On top of that, we’ll also provide you with the financial stress test we talked about at no cost or obligation to help you make sure your wealth management strategy is on the right track toward achieving all that’s important to you. Once again, for the free white paper and Russ’s book, Your Optimal Financial World and the free stress test, visit VFOAG.com. Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review.

23 minJUN 17
Comments
Episode #37: How Affluent Investors Can Benefit From Having Their Own Virtual Family Office

Episode #36: The Real Impact of Coronavirus on the Markets, the Economy and Your Portfolio

When it comes to investing, your money doesn't come with instructions, so our goal here is to educate and inform you on a variety of wealth management topics to help you make important decisions when it comes to your assets. If you like what you hear, please subscribe to our feed! After their pandemic-fueled plunge, stocks have for the most-part recovered, and now that the economy is slowly opening back up, where do we go from here? Paul Dietrich, noted CNBC and FOX Business contributor and Chief Investment Strategist at B Riley Wealth Management shares his views with Vince Annable on this special edition of Your Money Manual. On this episode of our podcast you'll learn: 1) Why the stock market has remained so optimistic and how investors should analyze what's happening (02:56) 2) About the mindsets involved in reopening the economy vs. the importance of protect the public's health, and how the experts are addressing both concerns (09:15) 3) The potential short and long-term impacts of the coronavirus pandemic on employment, small businesses, and the economy (16:12) 4) That during uncertain times like these where risk in public markets may be greater, investors may be able to better protect their assets with and endowment style portfolio (23:27) At one time or another your doctor may have recommended a stress test. Well did you know there is a financial stress test too? You can learn a lot about your current wealth management plan and whether or not you’re on the right path to achieving all that that you’re working so hard to build. The stress test may be one of the most important things you’ve ever done for your money, especially now during these unprecedented, uncertain times. Visit https://thehouseholdendowmentmodel.com, scroll down, click on the Stress Test Icon, and complete the short form. The stress test is absolutely free and can be completed in the comfort of your home, your office, or wherever you are. Once again, that’s https://thehouseholdendowmentmodel.com—then click on the stress test icon.

28 minJUN 2
Comments
Episode #36: The Real Impact of Coronavirus on the Markets, the Economy and Your Portfolio

Episode #35: How the Virtual Family Office is Helping the Average Affluent Investor

In the second of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince begin a multi-part discussion of the Virtual Family Office. No longer must individual investors or families need a minimum of $150 million to qualify for the elite level of service that the old Single (or Private) Family Offices required. Virtual Family Offices (VFO's) are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions. As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! On this episode of Your Money Manual with Vince Annable, you'll learn: 1. What a traditional single family office is and the types of services it provides its wealthy clients (02:55) 2. What options are currently available to you if--like most of us-- you're net worth is not in the hundreds of millions of dollars (04:48) 3. How the VFO came about and why so many people are taking an interest in them (06:06) 4. About the key drivers (or major components) of VFO's (07:42) 5. What is required of an individual or family who is interested in having a VFO (10:34) Coming up on the 3rd installment of Vince Annable's 5-part conversation with Russ Alan Prince, we’re going to continue this discussion of Virtual Family Offices by talking about the many benefits of having a VFO as part of long-term wealth management plan. For more detailed information about the Virtual Family Office, click over to www.VFOAG.com, and complete the short form at the bottom of that page with just your name and email address. You’ll get free and immediate access to 2 documents that go into greater detail about VFO's: Our free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the book on VFO’s by Russ Alan Prince and John Bowen, Jr.—also titled, “Your Optimal Financial World.” The information is provided at no obligation with our compliments. Visit www.VFOAG.com.

16 minMAY 23
Comments
Episode #35: How the Virtual Family Office is Helping the Average Affluent Investor

Episode #34: The Growing Attraction and Availability of Private Equity as a Long-term Investment

The world of private equity continues to open up to more regular investors, with opportunities in industries poised for long-term growth. You’re about to find out what one of those industries is as you learn more about PE in general Host Vince Annable speaks with Brian Buehler, Principal and Board Member of Tasty Brands LP about this trending investment topic. On this edition of the program, you'll learn: 1) The important differences for investors between private equity vs public securities and private equity's increasing availability to investors. (Timestamp 02:13) 2) Some of the ways that investors can participate in private equity. (Timestamp 03:15) 3) Why the restaurant sector is gaining in popularity among private equity firms and the types of restaurants that are benefiting in particular. (Timestamp 05:16) 4) How private equity firms create value for their investors. (Timestamp 06:57) 5) How involved the guest's firm is in managing the properties it invests in. (Timestamp 08:...

13 minMAY 19
Comments
Episode #34: The Growing Attraction and Availability of Private Equity as a Long-term Investment

Episode #33: "Your Optimal Financial World" Part 1 of 5: How to Build Strong Relationships so Everyone Wins

Are you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince, share some ideas from Mr. Prince's new book, Everyone Wins!, that may help you build the success and financial well-being you’re striving to achieve. As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs. On this episode of Your Money Manual with Vince Annable, you'll learn: 1, How the lessons wealthy business owners can teach us about building relationships can apply to you even if you're not an entrepreneur, a CEO, or a hig...

13 minMAY 8
Comments
Episode #33: "Your Optimal Financial World" Part 1 of 5: How to Build Strong Relationships so Everyone Wins

Show #32 - Senior Housing--A Trending Investment Sector With a History of Growth

Unlike the "retirement homes" of old, baby-boomers today have more choices than our grandparents did when it comes to deciding on a desirable residence they can live out--and enjoy--the rest of their lives. Today's senior housing developments offer residents resort-like amenities. Moreover, they offer investors with a unique opportunity for portfolio diversification in a real estate sector that is exploding nationwide. To fill you in with the details that matter, Vince Annable speaks with senior housing development expert, Robert Bourne, Founder and CEO of Bourne Financial Group.

19 minAPR 3
Comments
Show #32 - Senior Housing--A Trending Investment Sector With a History of Growth

Show #31 - Finally! Previewing Vince's New Book About The Household Endowment Model

After a tremendous amount of planning, research, some late nights, and thousands of cups of espresso, Vince's book, The Household Endowment Model--Wealth Planning for Affluent Families, has been released to a fair amount of acclaim, becoming a Best Seller on Amazon in its first 2 weeks. On this edition of YMM, Vince gives you a preview of the book by discussing a few of its focal points, while emphasizing its practical application for wealthy investors who wish to optimize their wealth management pursuits.

19 min2019 DEC 21
Comments
Show #31 - Finally! Previewing Vince's New Book About The Household Endowment Model

Show #30 - How Can You Get Family Office Benefits Without the Family Office?

Most of us have dreamt at one time or another (likely when we were younger!) about having such a well-rewarded life that we had staff to look after our every need. In reality, those wealthy individuals among us with net worths in the hundreds of millions of dollars are able to afford a team--or family office--to manage all of their financial affairs. The question is, why are the benefits of a family office not available to other affluent investors who may not fall into the "super-rich" category? Believe it or not, they are. On this edition of "Your Money Manual," Vince talks about why a virtual family office may be right for you.

8 min2019 OCT 17
Comments
Show #30 - How Can You Get Family Office Benefits Without the Family Office?

Show # 29 - How Qualified Opportunity Zones Benefit Investors and Communities

In many regions throughout the United States, developers are working on projects to revitalize underserved and low-income communities, and in the process, creating jobs and economic growth through increased income and tax revenues. Many of these projects are in what the federal government calls QualifiedOpportunity Zones,which may present qualified investors with important tax advantages for their asset protection strategies. To discuss the details of Qualified Opportunity Zones, how they work and who can benefit, Vince Annable again welcomes Matt Leiter, Sr. Vice President Equity Markets at GK Development.

16 min2019 SEP 28
Comments
Show # 29 - How Qualified Opportunity Zones Benefit Investors and Communities

Show # 28 - America’s Energy Independence Means Opportunities for Investors

After decades of reliance on the Middle East and other foreign suppliers to meet our nation’s tremendous appetite for gas and oil, the U.S. has quickly emerged as one of the world’s top producers of these commodities bringing the country closer to the goal of complete energy independence. Private energy companies are stepping up to play a large role in this resurgence, and that’s creating opportunities for investors to play their own important part in shaping America’s energy future, particularly where natural gas is concerned. On this edition of Your Money Manual, Vince Annable welcomes Michael Knapp, President of MDS Energy Development, to talk about the growth of America’s natural gas industry and the key drivers of investment that could help to power its growth and sustainability well into the future.

14 min2019 SEP 12
Comments
Show # 28 - America’s Energy Independence Means Opportunities for Investors

Latest Episodes

Episode #37: How Affluent Investors Can Benefit From Having Their Own Virtual Family Office

In the part 4 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFOs to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families no longer need a minimum of $150 million to qualify for such a high level of service. VFOs are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions. Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model, while Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins!On this episode of Your Money Manual with Vince Annable, you'll learn: A review of the differences between a VFO and traditional single and multi-family offices (02:44) Why more successful and wealthy investors are turning to VFO’s for their wealth management needs (05:53) How stress testing works and why it’s useful in determining if an investor may be well suited for a VFO (09:11) About the biggest obstacles for successful and wealthy individuals in setting up a VFO (03:42) What it means for everyone involved in a VFO to win, and why it’s important that everyone does win (16:26) Coming up on the 4th installment of this 5-part conversation with Russ Alan Prince, Vince Annable will go into a little more detail on the stress test we talked about and exactly what that entails, and more importantly, what it reveals about your existing wealth management plan. Russ and co-author John Bowen Jr. have been kind enough to make available a great book entitled Your Optimal Financial World—How Driven Entrepreneurs Can Benefit from High Performing Virtual Family Offices. You don’t need to own a business to benefit from info it contains. The digital flip-book version is available for immediate download at no cost or obligation simply be visiting VFOAG.com. Just complete the short form at the bottom of that page with just your name and email address and you’ll get instant access to that book as well our free quick-read Your Optimal Financial World white paper. On top of that, we’ll also provide you with the financial stress test we talked about at no cost or obligation to help you make sure your wealth management strategy is on the right track toward achieving all that’s important to you. Once again, for the free white paper and Russ’s book, Your Optimal Financial World and the free stress test, visit VFOAG.com. Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review.

23 minJUN 17
Comments
Episode #37: How Affluent Investors Can Benefit From Having Their Own Virtual Family Office

Episode #36: The Real Impact of Coronavirus on the Markets, the Economy and Your Portfolio

When it comes to investing, your money doesn't come with instructions, so our goal here is to educate and inform you on a variety of wealth management topics to help you make important decisions when it comes to your assets. If you like what you hear, please subscribe to our feed! After their pandemic-fueled plunge, stocks have for the most-part recovered, and now that the economy is slowly opening back up, where do we go from here? Paul Dietrich, noted CNBC and FOX Business contributor and Chief Investment Strategist at B Riley Wealth Management shares his views with Vince Annable on this special edition of Your Money Manual. On this episode of our podcast you'll learn: 1) Why the stock market has remained so optimistic and how investors should analyze what's happening (02:56) 2) About the mindsets involved in reopening the economy vs. the importance of protect the public's health, and how the experts are addressing both concerns (09:15) 3) The potential short and long-term impacts of the coronavirus pandemic on employment, small businesses, and the economy (16:12) 4) That during uncertain times like these where risk in public markets may be greater, investors may be able to better protect their assets with and endowment style portfolio (23:27) At one time or another your doctor may have recommended a stress test. Well did you know there is a financial stress test too? You can learn a lot about your current wealth management plan and whether or not you’re on the right path to achieving all that that you’re working so hard to build. The stress test may be one of the most important things you’ve ever done for your money, especially now during these unprecedented, uncertain times. Visit https://thehouseholdendowmentmodel.com, scroll down, click on the Stress Test Icon, and complete the short form. The stress test is absolutely free and can be completed in the comfort of your home, your office, or wherever you are. Once again, that’s https://thehouseholdendowmentmodel.com—then click on the stress test icon.

28 minJUN 2
Comments
Episode #36: The Real Impact of Coronavirus on the Markets, the Economy and Your Portfolio

Episode #35: How the Virtual Family Office is Helping the Average Affluent Investor

In the second of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince begin a multi-part discussion of the Virtual Family Office. No longer must individual investors or families need a minimum of $150 million to qualify for the elite level of service that the old Single (or Private) Family Offices required. Virtual Family Offices (VFO's) are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions. As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! On this episode of Your Money Manual with Vince Annable, you'll learn: 1. What a traditional single family office is and the types of services it provides its wealthy clients (02:55) 2. What options are currently available to you if--like most of us-- you're net worth is not in the hundreds of millions of dollars (04:48) 3. How the VFO came about and why so many people are taking an interest in them (06:06) 4. About the key drivers (or major components) of VFO's (07:42) 5. What is required of an individual or family who is interested in having a VFO (10:34) Coming up on the 3rd installment of Vince Annable's 5-part conversation with Russ Alan Prince, we’re going to continue this discussion of Virtual Family Offices by talking about the many benefits of having a VFO as part of long-term wealth management plan. For more detailed information about the Virtual Family Office, click over to www.VFOAG.com, and complete the short form at the bottom of that page with just your name and email address. You’ll get free and immediate access to 2 documents that go into greater detail about VFO's: Our free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the book on VFO’s by Russ Alan Prince and John Bowen, Jr.—also titled, “Your Optimal Financial World.” The information is provided at no obligation with our compliments. Visit www.VFOAG.com.

16 minMAY 23
Comments
Episode #35: How the Virtual Family Office is Helping the Average Affluent Investor

Episode #34: The Growing Attraction and Availability of Private Equity as a Long-term Investment

The world of private equity continues to open up to more regular investors, with opportunities in industries poised for long-term growth. You’re about to find out what one of those industries is as you learn more about PE in general Host Vince Annable speaks with Brian Buehler, Principal and Board Member of Tasty Brands LP about this trending investment topic. On this edition of the program, you'll learn: 1) The important differences for investors between private equity vs public securities and private equity's increasing availability to investors. (Timestamp 02:13) 2) Some of the ways that investors can participate in private equity. (Timestamp 03:15) 3) Why the restaurant sector is gaining in popularity among private equity firms and the types of restaurants that are benefiting in particular. (Timestamp 05:16) 4) How private equity firms create value for their investors. (Timestamp 06:57) 5) How involved the guest's firm is in managing the properties it invests in. (Timestamp 08:...

13 minMAY 19
Comments
Episode #34: The Growing Attraction and Availability of Private Equity as a Long-term Investment

Episode #33: "Your Optimal Financial World" Part 1 of 5: How to Build Strong Relationships so Everyone Wins

Are you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince, share some ideas from Mr. Prince's new book, Everyone Wins!, that may help you build the success and financial well-being you’re striving to achieve. As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs. On this episode of Your Money Manual with Vince Annable, you'll learn: 1, How the lessons wealthy business owners can teach us about building relationships can apply to you even if you're not an entrepreneur, a CEO, or a hig...

13 minMAY 8
Comments
Episode #33: "Your Optimal Financial World" Part 1 of 5: How to Build Strong Relationships so Everyone Wins

Show #32 - Senior Housing--A Trending Investment Sector With a History of Growth

Unlike the "retirement homes" of old, baby-boomers today have more choices than our grandparents did when it comes to deciding on a desirable residence they can live out--and enjoy--the rest of their lives. Today's senior housing developments offer residents resort-like amenities. Moreover, they offer investors with a unique opportunity for portfolio diversification in a real estate sector that is exploding nationwide. To fill you in with the details that matter, Vince Annable speaks with senior housing development expert, Robert Bourne, Founder and CEO of Bourne Financial Group.

19 minAPR 3
Comments
Show #32 - Senior Housing--A Trending Investment Sector With a History of Growth

Show #31 - Finally! Previewing Vince's New Book About The Household Endowment Model

After a tremendous amount of planning, research, some late nights, and thousands of cups of espresso, Vince's book, The Household Endowment Model--Wealth Planning for Affluent Families, has been released to a fair amount of acclaim, becoming a Best Seller on Amazon in its first 2 weeks. On this edition of YMM, Vince gives you a preview of the book by discussing a few of its focal points, while emphasizing its practical application for wealthy investors who wish to optimize their wealth management pursuits.

19 min2019 DEC 21
Comments
Show #31 - Finally! Previewing Vince's New Book About The Household Endowment Model

Show #30 - How Can You Get Family Office Benefits Without the Family Office?

Most of us have dreamt at one time or another (likely when we were younger!) about having such a well-rewarded life that we had staff to look after our every need. In reality, those wealthy individuals among us with net worths in the hundreds of millions of dollars are able to afford a team--or family office--to manage all of their financial affairs. The question is, why are the benefits of a family office not available to other affluent investors who may not fall into the "super-rich" category? Believe it or not, they are. On this edition of "Your Money Manual," Vince talks about why a virtual family office may be right for you.

8 min2019 OCT 17
Comments
Show #30 - How Can You Get Family Office Benefits Without the Family Office?

Show # 29 - How Qualified Opportunity Zones Benefit Investors and Communities

In many regions throughout the United States, developers are working on projects to revitalize underserved and low-income communities, and in the process, creating jobs and economic growth through increased income and tax revenues. Many of these projects are in what the federal government calls QualifiedOpportunity Zones,which may present qualified investors with important tax advantages for their asset protection strategies. To discuss the details of Qualified Opportunity Zones, how they work and who can benefit, Vince Annable again welcomes Matt Leiter, Sr. Vice President Equity Markets at GK Development.

16 min2019 SEP 28
Comments
Show # 29 - How Qualified Opportunity Zones Benefit Investors and Communities

Show # 28 - America’s Energy Independence Means Opportunities for Investors

After decades of reliance on the Middle East and other foreign suppliers to meet our nation’s tremendous appetite for gas and oil, the U.S. has quickly emerged as one of the world’s top producers of these commodities bringing the country closer to the goal of complete energy independence. Private energy companies are stepping up to play a large role in this resurgence, and that’s creating opportunities for investors to play their own important part in shaping America’s energy future, particularly where natural gas is concerned. On this edition of Your Money Manual, Vince Annable welcomes Michael Knapp, President of MDS Energy Development, to talk about the growth of America’s natural gas industry and the key drivers of investment that could help to power its growth and sustainability well into the future.

14 min2019 SEP 12
Comments
Show # 28 - America’s Energy Independence Means Opportunities for Investors
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