Profits to Wealth

Profits to Wealth

Are You Ready to Create a "Work Optional" Lifestyle? Profits to Wealth is a weekly podcast hosted by and built for entrepreneurs. Jack Marino Jr. discusses business, money, and freedom. He shares his extensive, real-life experience as an entrepreneur and financial advisor, alongside other successful industry elites. Together, you will uncover the skills, tactics, and lessons learned from other high-performing entrepreneurs. As well as the experts who assist them in the pursuit of greatness.... Show More

Episodes

October 27, 2020 21 min

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss social security retirement benefit options and some of the factors listeners may want to consider when making their selection.

Contact Lake Hills Wealth Management today for any questions or to obtain a complimentary review to determine if any of the discussed strategies make sense for you and your financial plan.

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the proposed Joe Biden tax plan and some year-end income tax strategies that could possibly reduce your income taxes for 2020.

Contact Lake Hills Wealth Management today for a complimentary review to determine if any of the discussed strategies make sense for you.

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss their thoughts on portfolio construction for pre and post-retirement investors. Specifically, they discuss the 3-bucket approach and why investors need to reevaluate their current stock exposure, given the potentially rough road ahead for the bond market. 

Contact Lake Hills Wealth Management today for a complimentary review to determine what your inv...

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the massive stock market run-up from the March lows and what investors may want to consider now. They believe volatility may persist in the short-term, but they also lay out the many reasons why stocks can continue to rally over the next several years.

Contact Lake Hills Wealth Management today for a complimentary review to determine what your investm...

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy.

Contact Lake Hills Wealth Management today for a complimentary review to determine if a Roth IRA may be appropriate for you.

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss how rising interest rates can affect your bond investments and what listeners can do to protect their portfolio.

Contact Lake Hills Wealth Management today for a complimentary portfolio review to determine what your portfolio risks are and what changes are recommended.

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss two ways charitably inclined listeners can reduce their income taxes while helping charities near and dear to their hearts.

Contact Lake Hills Wealth Management today to determine if one of these tax-saving strategies makes sense for you and your financial plan. 

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the popular investment, Gold. Jack and Jason provide their opinion on why the precious metal has recently hit an all-time trading high, what’s driving it, and the risks of owning Gold investments in your portfolio. They also provide listeners with instructions on how to obtain a complimentary financial and portfolio review.

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the different mortgage refinancing options and how doing so can impact your finances. Jack and Jason also provide listeners with an update on the financial markets and how to obtain a complimentary financial and portfolio review.

Contact Lake Hills Wealth Management today for your FREE financial plan and portfolio review!

 

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the necessary steps to prepare for a sustainable income in retirement. Poor cash flow management, investment selection, and planning can lead to excessive portfolio withdrawal rates, which, if not corrected, can be catastrophic to any retirement plan.

Contact us today for your FREE plan and portfolio review!

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss what to expect when working with a financial advisor and how having the right professional can make all the difference when it comes to managing your life savings.

Contact Lake Hills Wealth Management today for your free review!

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the seemingly uninterrupted ascent of the stock market, and what could potentially change the direction in the near term.

Market risks are present, so tune in to hear more about their thoughts on the markets, and what listeners can do to evaluate their portfolios.

Questions? Contact Lake Hills Wealth Management Today!

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the Federal Reserve System, their recent injection of stimulus, and what that means for your money.

Contact Lake Hills Wealth Management Today! 

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the recent Economic Recession declaration by the NBER and what that means for the markets. They also talk about the markets overbought status and what that has historically meant for stock prices in the short-term.

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Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen provide listeners with an update on the financial markets along with a financial planning strategy for proactive tax planning.

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In this episode, host Jack Marino Jr. speaks with Eddie Fooshang of The Eddie Fooshang Team about how COVID-19 has affected the mortgage market. Eddie and his team passionately educate clients on the home buying process and assist them with securing the right mortgage to make their homeownership dream come true. This episode will help you assess your opportunities in the current mortgage market.

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In this episode, host Jack Marino Jr. speaks with LinkedIn coach, business consultant, and speaker Ted Prodromou about how to grow your business using LinkedIn. This episode will help motivate you to commit to lifelong learning, to nurture your network, and to focus on building relationships when communicating with people online.

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"Keep your face to the sunshine and you ca...

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In this episode host, Jack Marino Jr. speaks with mindset therapist Maegan Aleece about three simple things you can do to create a successful mindset during turbulent times. This episode will help you think about how your beliefs shape your behavior, how you can change those beliefs, and how to keep your edge even when life gets stressful.

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"Life isn't about finding yo...

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In this episode, host Jack Marino Jr. and Jason Clevlen discuss what a recession is and what it means for your money. They provide the top ten financial considerations you should make during a downturn, including what to do with your investment portfolio in these uncertain times. Learn ways to stay educated and positive as you make critical financial decisions.

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"Buy when ...

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In this episode, host Jack Marino Jr. speaks with marketing expert Kendra McLelland, CEO of Blah Blah Media, about three simple steps that will help you attract your ideal customer. This episode will help you think about how to tell the right story about your business that addresses the real problems your customers are facing. 

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"People don't buy what you do, they buy ...

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