The Financial Leverage Point

The Financial Leverage Point

Welcome to The Financial Leverage Point hosted by John Iannucci, founder and CEO of ILG Private Wealth. In this podcast we dive deep into the world of financially successful families. We offer candid advice on how to navigate the maze of strategies and products designed to protect, grow, and transition your wealth to your family, friends and the causes you care deeply about. Join John and his guest experts as they unveil the crucial elements of comprehensive tax, estate, business succession and financial planning. Strategies designed to give you sleep-through-the-night confidence while maintaining a steady flow of wealth for you and your heirs.

Episodes

January 17, 2024 19 mins
Financial checkups are a systematic way of reviewing the health and performance of your investments.  They can help you identify potential problems, optimize your returns, and align your portfolio with your goals. Are you curious to know which checkups you can do? In this episode, John Iannucci explores the four critical financial checkups for investments. …

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Divorce is a difficult and painful process that affects not only the emotional well-being of the individuals involved but also their financial stability and security.  That’s why it’s important to seek professional guidance from a financial advisor who can help you navigate the financial aspects of divorce and plan for your future. In this episode, …

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One of the most challenging aspects of investing is dealing with the uncertainty of the market and the tax implications of your decisions.  In this enlightening episode, John Iannucci sheds light on the pitfalls of chasing gains that exist only on paper. It’s a common trap that many investors fall into, enticed by the allure …

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Life insurance is a valuable tool that can provide financial security and peace of mind for your loved ones in the event of your death.  However, not all advisors, life insurance agents, and companies are trustworthy.  Some of them may engage in unethical or illegal practices that can harm you and your beneficiaries. In this …

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Ever wondered how a ‘stock market whiplash’ could affect your investments?  In this episode, John Iannucci discusses the risks and concerns related to stock market whiplash, one of six different financial storms. He dives deeper into the impact of market drops on investments, withdrawal rates, and the importance of assessing overall assumed risk for retirees …

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The importance of communication in estate planning cannot be overstated, in fact it might be the most crucial aspect of these client relationships.  In this episode, John Iannucci speaks with Michael Sneeringer, an estate planning attorney. They discuss the role of an estate planning attorney in creating and managing clients’ estate plans, with a focus …

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One of the most significant concerns for retirees is the fear of running out of money. This fear often overshadows other financial worries, such as falling victim to scams or trusting the wrong financial advisor. In this episode, John Iannucci discusses the fear of outliving assets in retirement and the importance of creating a comprehensive …

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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 …

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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 …

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Are you confident that your financial advisor is acting in your best interest? You often hear the term “fiduciary,” but what does that mean?  In this episode, John Iannucci discusses the importance of fiduciary responsibility in the financial services industry. John introduces the concept of dual-licensed brokers and the conflict of interest that arises when …

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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 …

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In his inaugural episode, John Iannucci, JD, LLM, CEPA, and CEO of ILG Private Wealth, shares his captivating journey into the world of finance, unravelling the secrets behind his success.  Discover the passion and determination that propelled him forward and the thrilling adventures that molded him into a true protector of wealth. John’s personal experiences …

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Mark as Played
Welcome to The Financial Leverage Point hosted by John Iannucci, founder and CEO of ILG Private Wealth. In this podcast we dive deep into the world of financially successful families.  We offer candid advice on how to navigate the maze of strategies and products designed to protect, grow, and transition your wealth to your family, …

Read More Read More

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