@QueenofAlts discuss how important Alternatives are and why they get a bad wrap.

Check them out, banrioncapital.com

Welcome to the Alternative Investments Series, where we explore the world of alternative investments with experts from various industries. Our guests come from all walks of life, from forex and commodities to real estate, offering insights and stories that will help you better understand the diverse universe of alternative investments. In this series, we aim to provide advisors and individual investors with the knowledge and tools they need to navigate the complex world of alternatives.

Our first guest, Shana Orczyk Sissel, is the founder, CEO, and president of Banrion Capital Management. As a recognized expert in the field, she shares her passion for alternatives and helps us understand what they are and why they are important. We discuss the definition of “alts,” which encompasses all investments that are not traditional long-only stocks and bonds, and explore the diverse range of options available, including private equity, private credit, hedge fund strategies, real estate, art, and more.

This podcast features Shana Orczyk Sissel discussing alternative investments. Shana shares that only 0.1% of all alts make headlines, either for a high percentage gain or a loss. She explains that the 24-hour news cycle contributes to the perception that alts are risky and highlights the importance of education on this subject. Shana also explains that a small allocation to alternatives can help diversify and reduce risk in a portfolio, and shares data that supports this claim. She also emphasizes the need to build alternative portfolios the same way one builds equity and fixed income portfolios, and not to chase returns. Finally, Shana discusses Bitwise, a crypto company that focuses on education and is one of the best in the business.

Join us as we dive into the world of alternative investments and learn from the experts about how to identify and access these investments, and how they can fit into your investment portfolio.

You can Find Shana everywhere

Twitter https://twitter.com/shanas621
Facebook https://www.facebook.com/moneyhoney30
Instagram https://www.instagram.com/finance_queen2020/
LinkedIn https://www.linkedin.com/in/shsissel/

Look up Banrion Capital

LinkedIn https://www.linkedin.com/company/banron-capital-management/
Twitter https://twitter.com/Banrion_Capital
Facebook https://www.facebook.com/BanrionCapital
Instagram https://www.instagram.com/banrioncapital/

In this episode of the “Money Mindset” series, host Stoy Hall welcomes Joshua Barbin, CFP®, from Alternative FP to discuss a variety of topics related to money and mindset. They start with a discussion on the Twitterverse and how it led to their conversation. The episode covers Barbin’s background, where he’s from, and why he moved to Wyoming. The hosts also dive into Ashley, Barbin’s wife, and their working relationship at Alternative FP, and how they navigate their strong personalities. Barbin enlightens the listeners on XRP community and why his firm is named Alternative FP. Join Stoy and Barbin as they share their insights on personal finance and mindset.

Joshua Barbin speaks with Stoy Hall about de-risking a portfolio through alternative investments. Stoy shares his views on how the industry has deemed alternatives as super risky when in reality, there are a ton of alternatives that are less risky than the stock market. Stoy explains that his firm is heavy in real estate and preferred debt, and there are a handful of banking instruments in the private sector that are fully collateralized by someone else’s, like by the bank, making them less risky. However, Stoy argues that the current system is tied to a dollar amount, which should not be the case. They also discuss prudence, which is the standard that all investors operate under, and the difficulties of getting disclosure and choosing when opening up the accredited investor role to everybody. Finally, Joshua mentions that many companies are staying private longer, and they end the podcast with their thoughts on the limitations of regulations in the alternative investment space.

Joshua Barbin, CFP®
https://twitter.com/joshuabarbin1
https://www.alternativefp.com/

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

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Brian Maro and Stoy Hall discuss some tax strategies for business owners. They start by discussing how kids can be involved in a business and the tax benefits that come with it. According to Brian, most people don’t know that their kids can help in the business and be paid a reasonable amount per hour for the work they do. This can serve as a tax write-off for the business owner and also provide a good opportunity for parents to teach their kids about the importance of work.

Stoy Hall then provides a personal example of how he involves his boys in the business by having them stack boxes or fill orders. He also mentions that the money earned from their work can be put into an investment account, which serves as a teaching moment for the kids on how to work, save, and understand the ups and downs of the stock market.

The video then moves on to discussing board retreats, where Brian and Stoy dispel the myth that a board meeting has to be in a stuffy boardroom with 12 people. According to Brian, there are other things that can be done, and the concept of a board can be approached in a different way.

Overall, the video provides some valuable insights and strategies for business owners to consider when it comes to tax planning. It highlights the importance of involving kids in the business and taking advantage of board retreats to create new opportunities for growth and success.

Check out Brian, emdsm.com

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com, emdsm.com

-Time Stamps-

00:00:08 – Q&A with a CPA
00:14:23 – When to get a CPA?
00:18:36 – Tax Strategies for Business Owners

#moneymindset #smallbusiness #taxdeductions #taxgaming #financialfreedom #financialeducation #financialliteracy #financialplanning

emdsm.com

#taxdeductions #smallbusiness #moneymindset #taxdeductions #taxgaming

#moneymindset #smallbusiness #taxdeductions #taxgaming #alternativefinance #financialfreedom #financialplanning

Podcast out now!

https://www.buzzsprout.com/1896105/12217690

#moneymindset #smallbusiness #taxdeductions #alternativefinance #taxes

emdsm.com