Author: Nathan Fischbach

Maxwell Nee is the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine and whisky alternative investments.

Here are the top tips from Maxwell.

• Take advantage of alternative investments; for instance, wine and whiskey. Consider 28% of high-net-worth individuals have a connection with wine. They either collect wine, distribute it or maybe they are in the end a consumer. In all facets, wine as an investment is somewhat recession proof.
• 54% of working individuals invest in alternative investments like wine & whiskey these assets are not correlated to normal investments and cushion against inflation and other market force dynamics. These alternative investments ride the inflation wave because they are in the category of “consumable”.
• Seek to acquire high value products at their early nascent stage and wait for them to mature. 
• Spot a gap and leverage it, Example: Acquire a 12-yr aged whiskey at $25 and age it for an extra 6 years to sell it at $125, equivalent to 500% investment growth in only 6 years.
• Before investing, familiarize yourself with any legislative framework within your trading jurisdiction.

Connect with Maxwell:

lp.oenogroup.com/aus/
www.linkedin.com/in/maxwellnee/
www.facebook.com/MaxwellNeeCoach/
www.instagram.com/maxwellprincenee

Want Help Getting Your Finances Healthy?

Today’s guest is Jason Hamilton who is a fee-only registered investment advisor with over $40 million in AUM. The Keep It Simple Wealth Academy is a program helping 1st generation wealth builders transform their relationship with money and become robust wealth managers. Jason also heads up Family Financial Coaching at his family's nonprofit IDEAL, a community development corporation located in East Los Angeles.

Here are a few of Jason’s get wealthy hacks:

• Do not ignore your background - whether or not it favors your career or occupation - it provides certain values, cultural orientation and formation that plays a 'success or failure' factor in your career.
• "Read, read, read. Read all you can around your career. Enroll in a course and improve your understanding in the area of business or service you are offering. There is so much information about anything one may want to know!"
• Do not just work for title - whether big or small - find a real solution to a real problem. That way, the world finds you.
• Believe in your vision; it's not just about providing a solution to a problem. It is also about being passionate about it and staying on it regardless of challenges and setbacks.
• Get genuinely interested in people - their beliefs, goals and resources - and allow these three to interface as a jigsaw puzzle. This is how you develop and mentor people wholesomely.

Connect with Jason:

www.keepitsimplefinancial.com/
www.facebook.com/keepitsimplefinancialplanning
www.instagram.com/keepitsimplefinancial/
www.twitter.com/keepitsimplefp
www.linkedin.com/in/jason-j-hamilton/

Want Help Getting Your Finances Healthy?

Today’s guest is Pam Hill. She is a Harvard and Dartmouth-educated entrepreneur and CEO of a multi-million dollar real estate company, a business and money expert, a podcaster and a blogger, a former Fortune-500 executive, and the founder of My Smart Cousin. Here are the top tips from Pam.

• “My Smart Cousin” is a real estate company that was born from the desire to treat clients like family.
• When buying a home, rather than trying to qualify for as much money as possible for a mortgage, consider buying less. A cheaper fixer-upper might be a better long-term investment.
• When investing in real estate, especially for houses that you will renovate, consider waiting to see the value of the property increase over time vs. making a quick flip.
• Rental properties can allow you to earn income while also building long-term investment.
• Rental properties can break even in 4-5 years, and even economically priced homes often increase in value over time.

Want Help Getting Your Finances Healthy?

Our guest today is Logan Wease, the founder of an online insurance company called “We Insure Things.” He speaks to us today about the importance of the right insurance plan at the right time. There are two categories of insurance that Logan discusses in this episode, and we dive into both.

• The first category of insurance includes types that most people know about and probably have, such as car insurance, property insurance, life insurance, final expense insurance, etc.
• The second category is disability insurance, which protects your income if you are injured and unable to work.
• Umbrella policies, also known as extended liability coverage, provide protection beyond existing limits and coverage of other policies. Umbrella policies can provide additional coverage for accidents, property damage, certain lawsuits, and some personal liability situations. Once the liability limits of the insurance policy are exhausted, the Umbrella policy kicks in.
• Logan concludes by discussing different types of insurances that we will need in different stages of our lives. Although the expense of insurance can seem burdensome, when you need it you will be very glad you made the investment.

Learn more about Logan Wease and his company “We Insure Things” at:
www.weinsurethings.com/
www.facebook.com/we-insure-things-106005791865445
twitter.com/WeInsureThings
Logan@weinsurethings.com

Want Help Getting Your Finances Healthy?

Our guest today is Daniel Blue, a Forbes contributor, a best-selling author, and owner of a 7-figure business called Quest Education. His company focuses on helping people learn how to make money tax-free, pay off debt, and get capital to grow their businesses.

Show Highlights:

• While working in real-estate early in his career, Daniel learned about the power of self-directed retirement accounts and how they could allow people to access and direct their own funds for a variety of reasons.
• Intrigued by the concept, he eventually worked in this unique financial space, helping people to see the benefits of using some of the money in their retirement accounts, penalty, and tax free, to fund their business.
• A Solo 401K is an IRS approved retirement plan for entrepreneurs that allows you to take out fifty percent of the account value or fifty thousand dollars, whichever number is less. You can then use these funds to build or grow your business. With this approach, you become your own bank, and you pay yourself back principal, plus interest.
• Solo 401K’s are not for everyone, and you do need to work with a broker to take advantage of this financial product. Make sure you understand the risks to you and your retirement accounts.
• Today, as owner of Quest Education, Daniel helps people navigate the questions, risks, and opportunities with Solo 401K plans. Go to www.DanielBlue.Me to learn more, as well as access:
  • Free resources
  • Links to his best-selling book “Blueprint to Your Best Retirement”
  • Links to his podcast, “How Winners Win”

For more information about our Guest, Daniel Blue:
www.danielblue.me/
www.linkedin.com/in/daniel-blue-5b1339113/
www.facebook.com/profile.php?id=100026753792739
www.instagram.com/danielblue__/
www.blueprintretirementbook.com/

Want Help Getting Your Finances Healthy?