The Wealth Building Hour

//The Wealth Building Hour
We Discuss Asset Protection, Taxes, Investing And More To Help You Have More Control Over Your Assets And Liquidity.

12/12/17 Keeping The Family (and Wealth) Together for Generations

The research is in and it's not very heartening. Families and their wealth, on average, only last 3.1 generations from the time the wealth is created until the time the wealth is gone - and the family unit along with it. From a planning perspective, how can we help a family be intentional in addressing [...]

By | December 12th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 12/12/17 Keeping The Family (and Wealth) Together for Generations

11/14/17 Business Exit – Transition – Succession Planning … “Watcha Gonna Do?”

For every entrepreneur, at some point they need to come to grips with a very important question. That question is, "what happens to this business if I am killed, disabled, and especially, one day want to retire from - or pass the business to - family, the management team, the employees or a combination thereof?" [...]

By | November 14th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 11/14/17 Business Exit – Transition – Succession Planning … “Watcha Gonna Do?”

10/03/17 Success Is A State Of Mind!

Do you have the right attitude to achieve success in business? How would you like to reach your highest and most audacious business goals following six simple steps? Success comes with confidence and attitude, and to reach your goals in life, requires a positive attitude to keep on going on the path of success and [...]

By | October 3rd, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 10/03/17 Success Is A State Of Mind!

09/12/17 Will Your Business Survive “The Great Divide?”

What is the "Great Divide?" Which states are presently emerging as "the winners" in our economy ... and which are not? The US economy today - and especially the "Left Coast" - and most especially, the region of San Diego? Are you creating a business that is simply competing on price, or do you give [...]

By | September 12th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 09/12/17 Will Your Business Survive “The Great Divide?”

08/08/17 Is It Time To Reverse Thinking About “Reverse Mortgages?”

Under President Reagan, it was recognized that for many Americans, their single greatest asset is the equity in their homes. For those in or approaching retirement, tapping into that equity could make the difference between a comfortable retirement or one of just getting by. Therefore, in 1989, the Home Equity Conversion Mortgage (HECM) was created. [...]

By | August 8th, 2017|The Wealth Building Hour|Comments Off on 08/08/17 Is It Time To Reverse Thinking About “Reverse Mortgages?”

07/11/17 Estate Planning for Blended Families – Prenups – Postnups – the Importance of Clear Communication & Gun Collections

Now that we have your attention … we didn't really talk about gun collections, but did cover the waterfront on estate planning for blended families, prenuptial & postnuptial agreements, and the importance of clear communication. As our three extraordinary professionals shared with us, the number one reason for divorce in America is lack of clear [...]

By | July 11th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 07/11/17 Estate Planning for Blended Families – Prenups – Postnups – the Importance of Clear Communication & Gun Collections

06/13/17 Helping Clients Align Their Wealth & Values Through Philanthropy

Join host R. J. Kelly as he visits with Bill Super, CPA, PFS, AEP, MS Tax and Pegine Grayson, JD, CAP about the role philanthropy can play as the "glue" that holds a family together generationally. Why do 70% of families of high net worth disintegrate after simply one generation? The wealth is gone and [...]

By | June 13th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 06/13/17 Helping Clients Align Their Wealth & Values Through Philanthropy

05/07/17 Applying Leadership Tools to Create Engaged & Empowered Employees

Do you often take the time to engage with your business team and prepare them to go on with their daily tasks with confidence? Does your team know what the core of your business is? As a business owner or CEO, it is easy to lose focus on keeping your team engaged. After all, bills [...]

By | May 7th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 05/07/17 Applying Leadership Tools to Create Engaged & Empowered Employees

04/11/17 What You Don’t Know About EPLI and Wage & Hour Rules – Could Cost You Your Business!

As if business owners don't already have too much on their plates … on today's program we discuss two important issues: employment law and commercial insurance. Ignorance of either one of these areas could even bring about the end of the business … and has for others! What am I referring to? In studio today [...]

By | April 11th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 04/11/17 What You Don’t Know About EPLI and Wage & Hour Rules – Could Cost You Your Business!

02/14/17 Trying to time the market for commercial real estate is a bad idea. What works better instead?

Did you know that trying to time the commercial real estate market is a bad idea? Learn about innovative ideas that have been helping San Diego investors grow their wealth, tips on commercial real estate loans and financing, and the best time to buy and sell commercial real estate. Listen in as R. J. Kelly [...]

By | February 14th, 2017|The Wealth Building Hour, wsRadio Presents|Comments Off on 02/14/17 Trying to time the market for commercial real estate is a bad idea. What works better instead?