Tag: Family Business
The Greatest Threat to Your Wealth: Understanding the Six Financial Storms – Part 1 (Ep. 5)

The Greatest Threat to Your Wealth: Understanding the Six Financial Storms – Part 1 (Ep. 5)

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While we’re vigilant about weather warnings, let’s not forget the financial storm signals. From government overspending to unseen trends, this episode is your financial survival guide. Stay informed and fortified against potential economic turbulence.

In this episode, John Iannucci discusses the critical financial challenges that families face. Discover the ominous warning signs and gain insights into safeguarding your wealth against historic overspending and other economic shifts. 

John discusses: 

  • The big six financial storms 
  • The importance of tax management strategies for high net worth clients
  • The lack of movement within the financial profession and how that affects client strategies 
  • And more

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Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

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Real estate can be an excellent investment, providing consistent income and tax benefits for retirement. But let’s talk about the catch.

In this episode, John Iannucci discusses the challenges and implications of owning rental real estate for retirement. He highlights the burdens of managing rental properties, such as tenant calls and repair expenses, and the diminishing tax benefits over time. As clients age, the demands become overwhelming, but selling the properties can trigger significant tax consequences. 

But remember, there’s no one-size-fits-all investment. We’ll dive into the realities of managing properties and handling financial challenges.

John discusses: 

  • Tax management strategies to mitigate impacts
  • The need to consider outstanding liabilities 
  • How you can effectively break down sales proceeds 
  • The importance of understanding the impact on adjusted gross income
  • And more

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What Questions Should You Ask Your Financial Advisor? (Ep. 2)

What Questions Should You Ask Your Financial Advisor? (Ep. 2)

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Learning how to identify your ideal advisor and cultivate mutually beneficial partnerships is so important when it comes to preserving, protecting, and growing your wealth.

In this episode, John Iannucci, founder and CEO of ILG Private Wealth, shares his vetting process for new clients and emphasizes the importance of mutual fit. He defines his ideal clients and the important questions you should be asking your advisor. 

John discusses: 

  • His experience working with successful business owners, highly compensated executives and women of sudden wealth
  • How picking a financial advisor is a two-way vetting process where you should be asking them the important questions
  • The importance of having a trusted advisor who can work with clients as a partner and manage all of their relationships with other professionals
  • And more

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