#34 - A Mini Portfolio Makeover™, A Common Question and Winning by Borrowing

Jason shares an abridged real-world Portfolio Makeover™ and some thoughts on empire building. Investment Counselor and Area Manager, Lynda Mulley, asks a common client question and Jason interviews a prior guest from episode #29, Chartered Financial Analyst and Finance MBA, Daniel Amerman, on winning through inflation and creating wealth with prudent debt. Learn how the “Three Boxers” fight with powerful economic forces and who wins in the ring.

#33 - Intro to Commercial Real Estate and Getting Your Spouse Into Investing

Jason talks with commercial real estate expert Tolliver Morris and one of Platinum’s clients turned Investment Counselor, Dave Toombs.

Commercial real estate: A review of product types and their corresponding tenant profiles. What is best for you and what are the management responsibilities of; apartments, retail, office, industrial, triple net NNN properties, medical properties, mobile home parks or self-storage?

Client and Investment Counselor, Dave Toombs, talks about maintaining marital bliss while investing and helping his kids buy their own rental properties .
From the seminar evaluation form:

“Honestly, I’m here with my husband to be educated & justify my “NO” to his investing ideas. At the break you had me. I’m excited to learn more!” Rating 10+ - Kathy Toombs

#32 - Winning by Giving, Careless Banks, Money Without Debt, Boom Towns and Real World Financial Freedom

Today Jason and a few experts cover the following:

• Dr. Denis Waitley’s Winning Is Giving
• A brief radio interview on oil prices, increasing foreclosures, potential malfeasance, or at least carelessness, by CitiBank and Merrill Lynch
• The “Un-Loan™” - A unique strategy to turn real estate equity into cash WITHOUT incurring any debt. An interview with Randy Luebke from the Academy of Mortgage Planning (AMP).
• CNBC’s Mike Huckman profiles Mobile, Alabama’s booming economy after Hurricane Katrina. See Mayor Samuel Jones, $300 million port expansion, Erik Johnsen, President of International Shipholding Corporation talks about moving from New Orleans, France’s Airbus gets a $40 billion contract for the KC-30 military aircraft creating over 1,000 new jobs and Germany’s ThyssenKrupp is building a $3 billion steel plant that requires 25,000 construction workers and will create 3,000 new high paying jobs.
• Platinum Investment Counselor, Terri Hansen, shares her income property investment experiences, some thoughts on financial freedom, 401k and IRA retirement plans and the insider’s view of stock manipulations in publicly traded companies.