Wealth-Building Made Simple

Wealth-Building Made Simple

With so much information out there on how to build wealth, it’s understandable how some people can get overwhelmed. My team and I created this one stop shop podcast to explain wealth-building topics in a short and simple way so that anyone can understand, no matter if they have $10 dollars or $10 million dollars to invest.

Episodes

August 15, 2022 10 min

Podcasters: Jon Thurmond and Phillip Washington, Jr. 

 

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Podcaster: Phillip Washington, Jr. 

 

Phillip talks about how he grew his wealth management business on the back of podcasting as opposed to the traditional way of cold calling.  

 

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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

 

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Podcaster: Phillip Washington, Jr. 

 

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Podcasters: Robert Lewis, Jr. and Phillip Washington, Jr. 

 

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Podcasters: Jon Thurmond and Phillip Washington, Jr. 

 

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Podcaster: Phillip Washington, Jr.

 

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Mark as Played

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

 

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Mark as Played

Podcaster: Phillip Washington, Jr. 

 

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Podcasters: Rob Lewis, Jr. and Phillip Washington, Jr.

 

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Podcasters: Jon Thurmond and Phillip Washington, Jr. 

 

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Podcaster: Phillip Washington, Jr. 

 

"Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years." – Warren Buffett

 

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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

 

A few ideas we discussed:

  • Converting ordinary income into investment income over time
  • Giving strategies
  • Tax loss harvesting in your investment portfolio
  • ...and more
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    Podcaster: Phillip Washington, Jr. 

     

    Uncertainty is the only certainty there is, and knowing how to live with insecurity is the only security.” – John Allen Paulos

     

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    Podcasters: Robert L. Lewis, Jr. and Phillip Washington, Jr. 

     

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    Podcasters: Jon Thurmond and Phillip Washington, Jr. 

     

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    Podcaster: Phillip Washington, Jr. 

    "People do business with people they feel they know, like, and trust." --Every successful brand building I know

     

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    Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

     

    "They can't collect legal taxes from illegal money." -Al Capone

     

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    Podcaster: Phillip Washington, Jr. 

     

    "Retirement is when you stop living at work and start working at living." ~ Anon

     

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    Podcasters: Rob L Lewis, Jr. and Phillip Washington, Jr.

     

    Gentrification (oxford dictionary): the process whereby the character of a poor urban area is changed by wealthier people moving in, improving housing, and attracting new businesses, typically displacing current inhabitants in the process.

     

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