Best BawldGuy, Jeff Brown Podcasts (2025)

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Tax Filing Season 11:53

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7y ago11:53

11:53

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2018/08/0069_BawldGuyAudio_JeffBrown_ChrisLaSpada_TaxFilingSeason.mp3 Topics: 1) Data theft 2) Planning ahead for 2018 3) Possible IRS shutdown 4) A word about crypotcurrency. The post Tax Filing Season appeared first on BawldGuy Investing.…

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Estate Planning with a Self-Directed IRA/401k 17:09

7y ago17:09

17:09

BawldGuy audio with Jeff Brown and our guest Brian Eastman. http://bawldguyinvesting.com/wp-content/uploads/2018/03/0068_BawldGuyAudio_JeffBrown_BrianEastman_EstatePlanningWithASelfDirectedIRA_401k.mp3 Topics: 1. Traditional IRA 2. Roth IRA 3. Solo 401(k) The post Estate Planning with a Self-Directed IRA/401k appeared first on BawldGuy Investing.…

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Financing for Investment Properties 15:04

7y ago15:04

15:04

BawldGuy audio with Jeff Brown and our guest Chad Emerson. http://bawldguyinvesting.com/wp-content/uploads/2018/03/0066_BawldGuyAudio_JeffBrown_ChadEmerson_FinancingForInvestmentProperties.mp3 Topics: 1. 4-10 loan rule changed? 2. Qualifying for 1-4 unit residential investment properties, more than one at a time. The post Financing for Investment P…

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Land Development 24:16

7y ago24:16

24:16

BawldGuy audio with Jeff Brown and our guest Gregg Wood. http://bawldguyinvesting.com/wp-content/uploads/2018/03/0065_BawldGuyAudio_JeffBrown_GreggWood_LandDevelopment.mp3 Topics: 1. Tell us about what we’re doing with the note investment group with land. 2. When would it come to fruition? 3. What about other future opportunities in the same area? …

1
401k at work for the employee almost or over 59.5 11:00

7y ago11:00

11:00

BawldGuy audio with Jeff Brown and our guest Brian Eastman. http://bawldguyinvesting.com/wp-content/uploads/2018/03/0064_BawldGuyAudio_JeffBrown_BrianEastman_401kAtWorkForTheEmployeeAlmostOrOver59.5.mp3 Topics: 1. What can they do with it? 2. Rollover to IRA? 3. Take out money without penalty, but pay taxes? 4. What else? The post 401k at work for …

1
How old should I be before I purchase an EIUL? 11:06

7y ago11:06

11:06

BawldGuy audio with Jeff Brown and our guest David Shafer. Topics: 1. How old should I be before I purchase an EIUL? 2. I think the market is going to go down soon. Should I wait until that happens to get my EIUL started? 3. Why does owning both real estate and an EIUL make sense? 4. Is this the year the stock market crashes down? The post How old …

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The Madness of Crowds 25:00

7+ y ago25:00

25:00

BawldGuy audio with Jeff Brown and our guest David Shafer. http://bawldguy.com/wp-content/uploads/2018/02/0061_BawldGuyAudio_JeffBrown_DaveSchaffer_TheMadnessOfCrowds.mp3 Topics: 1. How “Where are the customers yachts?” has become “Where are those multi-million dollar 401ks? 2. What Madison Avenue taught Wall Street? or How to use modern communicat…

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Tax Planning 15:34

7+ y ago15:34

15:34

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguy.com/wp-content/uploads/2018/02/0062_BawldGuyAudio_JeffBrown_ChrisLaSpada_TaxPlanning.mp3 Topics: 1. Discuss highlights of tax bill passed in the House 2. Describe the proposed bill in Senate and compare to bill passed in the House 3. Winners and Losers if Legislation is pas…

1
Self-Directed-IRA’s In LLC or Trust 10:12

7+ y ago10:12

10:12

BawldGuy audio with Jeff Brown and our guest John Park. http://bawldguy.com/wp-content/uploads/2018/02/0063_BawldGuyAudio_JeffBrown_JohnPark_SelfDirectedIRAsInLLCOrTrust.mp3 Topics: 1. Before we do a compare and contrast of the IRA LLC and IRA Trust, what is the IRA Trust? 2. Are there cost savings to the client in establishing an IRA Trust vs. LLC…

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Solo 401k plans 17:12

7+ y ago17:12

17:12

BawldGuy audio with Jeff Brown and our guest Brian Eastman. http://bawldguy.com/wp-content/uploads/2018/02/0060_BawldGuyAudio_JeffBrown_BrianEastman_401kSoloPlan.mp3 Topics: 1. Why only independent contractors and small business owners? 2. Are they different than the typical employer sponsored plan? 3. Are the contribution limits different in any w…

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Why Are 401Ks So Popular, When The Facts Are They Fail As A Retirement Income Vehicle? 16:14

7+ y ago16:14

16:14

BawldGuy audio with Jeff Brown and our guest David Shafer. http://bawldguy.com/wp-content/uploads/2017/12/0059_BawldGuyAudio_JeffBrown_DaveSchaffer_WhyAre401KsSoPopularWhenTheFactsAreTheyFailAsARetirementIncomeVehicle.mp3 Topics: 1. Which organizations benefit from the 401K system? 2. Is 401K investing as simple as they are made out to be? 3. What …

1
IRA Common Rules 12:45

7+ y ago12:45

12:45

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguy.com/wp-content/uploads/2017/12/0058_BawldGuyAudio_JeffBrown_ChrisLaSpada_IRACommonRules.mp3 Topics: 1) Any exceptions to the 60 day rule for IRA rollovers? There is a new revenue procedure allowing for relief for late rollovers. 2) Are there any limits to how many times dur…

1
Buying Non-Performing Notes Far Away From Where The Investor Lives 18:50

7+ y ago18:50

18:50

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguy.com/wp-content/uploads/2017/12/0057_BawldGuyAudio_JeffBrown_DaveVanHorn_BuyingNonPerformingNotesFarAwayFromWhereTheInvestorLives.mp3 Topics: 1. What skill sets are needed once the note is acquired? 2. What’s been the batting average, in general in converting non-performing …

1
Converting an existing traditional IRA or 401k to Roth status 11:35

7+ y ago11:35

11:35

BawldGuy audio with Jeff Brown and our guest Brian Eastman. http://bawldguy.com/wp-content/uploads/2017/12/0056_BawldGuyAudio_JeffBrown_BrianEastman_ConvertingAnExistingTraditionalIRAOr401kToRothStatus.mp3 Topics: 1. If I have a self-directed traditional IRA, can I convert it to Roth in place? 2. Given the income rules disallowing contributions to …

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5 Premium EIULs 12:54

8y ago12:54

12:54

BawldGuy Investing audio with Jeff Brown and our guest David Shafer. http://bawldguyinvesting.com/wp-content/uploads/2017/08/0055_BawldGuyAudio_JeffBrown_DaveSchaffer_5PremiumEIULs.mp3 Topics: 1. They are paid over 4 years and a day. Would you please expand on that? 2. Let’s do an example here: $400,000 spread over 5 premiums. They want income to c…

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Roth IRAs 13:09

8y ago13:09

13:09

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman. http://bawldguyinvesting.com/wp-content/uploads/2017/08/0054_BawldGuyAudio_JeffBrown_BrianEastman_RothIRAs.mp3 Topics: 1. Can a checkbook IRA Trust be a Roth IRA? 2. Can you convert an existing traditional IRA or 401k to Roth status? 3. If I have a self-directed traditional IRA, …

1
The Various Approaches to the Partial Strategy 12:48

8y ago12:48

12:48

BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/08/0053_BawldGuyAudio_JeffBrown_DaveVanHorn_TheVariousApproachesToThePartialStrategy.mp3 Topics: 1. Just what is a partial? 2. What is one way they’re used? 3. Another way? 4. How do sellers of partials benefit? The post The Va…

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Current Trends in Notes 24:12

8y ago24:12

24:12

BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/08/0052_BawldGuyAudio_JeffBrown_DaveVanHorn_CurrentTrendsInNotes.mp3 Topics: 1. Anything trending lately, good, bad, or ugly? 2. Based on current data, what do you see happening to various note returns in the coming years? 3. H…

1
An Overview of Solo 401k’s 11:36

8y ago11:36

11:36

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman. http://bawldguyinvesting.com/wp-content/uploads/2017/07/0051_BawldGuyAudio_JeffBrown_BrianEastman_Solo401K.mp3 Topics: 1. What is a Solo 401k? Who qualifies for a Solo 401k? 2. How much can you put in every year? 3. How does the conversion from a Solo 401k to a Roth work? How eas…

1
How Flexible Can an EIUL Be? 19:11

8y ago19:11

19:11

BawldGuy Investing audio with Jeff Brown and our guest David Shafer. http://bawldguyinvesting.com/wp-content/uploads/2017/07/0050_BawldGuyAudio_JeffBrown_DaveSchaffer_HowFlexibleIsAnEIULPolicyWhenNecessary.mp3 Topics: 1. How can you keep your policy alive if you stop receiving an income for a time? 2. How does the fund work if you decide to work pa…

1
Checkbook Control IRA 12:03

8y ago12:03

12:03

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman. http://bawldguyinvesting.com/wp-content/uploads/2017/07/0049_BawldGuyAudio_JeffBrown_BrianEastman_CheckbookControlledIRA.mp3 Topics: 1. What is a checkbook IRA 2. How does that work? 3. I’ve heard about an IRA LLC, is this the same thing? 4. What is the advantage over investing t…

1
Retirement IRA 17:02

8y ago17:02

17:02

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman. http://bawldguyinvesting.com/wp-content/uploads/2017/07/0048_BawldGuyAudio_JeffBrown_BrianEastman_RetirementIRA.mp3 Topics: 1. What’s a Sep IRA, and how do they differ from other IRA plans? 2. What’s a Defined Benefit Plan and how does it differ from IRA and 401k plans? 3. Who’s …

1
Crowd Funding 19:14

8y ago19:14

19:14

BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/07/0047_BawldGuyAudio_JeffBrown_DaveVanHorn_CrowdFunding.mp3 Topics: 1. How does investing in crowd funding compare to discounted notes these days? 2. How has crowd funding’s yield rates to investors affected the demand for dis…

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EIULs For You And Your Children 15:10

8y ago15:10

15:10

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2017/06/0045_BawldGuyAudio_JeffBrown_DaveSchaffer_EIULsForYouAndYourChildren.mp3 Topics: Let’s review planning for younger people and children. 1. A year old infant. Parents pay $5k up front, and $300/mo indexed to inflation for 17 years. Child…

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Combining Notes With Real Estate Investing 20:39

8y ago20:39

20:39

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/06/0044_BawldGuyAudio_JeffBrown_DaveVanHorn_CombiningNotesWithRealEstateInvesting.mp3 Topics: 1. Ever used notes you owned in concert with real estate investing? 2. What are some strategies to take advantage of notes in combination with …

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The Future Of Note Funds 18:30

8y ago18:30

18:30

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/06/0043_BawldGuyAudio_JeffBrown_DaveVanHorn_TheFutureOfNoteFunds.mp3 Topics: 1. How has the supply/demand curve changed recently? 2. What returns do you see the general discounted note and note fund market offering in the near future? 3.…

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Structuring Investment Real Estate Sales for the Purpose of Lowering Tax Liability 13:00

8y ago13:00

13:00

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2017/06/0041_BawldGuyAudio_JeffBrown_ChrisLaSpada_StructuringInvestmentRealEstateSalesForLowerTaxLiability.mp3 Topics: 1. Owner carries back financing for part of the purchase price. How is that treated tax-wise? 2. Splitting up the timing on…

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Small Business Owners 20:43

8y ago20:43

20:43

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0042_BawldGuyAudio_JeffBrown_ChrisLaSpada_SmallBusinessOwners.mp3 Topics: 1. What factors, tax and otherwise go into how a business is held? C-Corp, S-Corp, LLC, Partnership, etc. 2. What changes do you foresee if personal/business ta…

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LLCs RMDs And 401Ks 12:18

8y ago12:18

12:18

BawldGuy audio with Jeff Brown and our guest Brian Eastman. Topics: Let’s talk about what it means to be ‘self-directed’ with a Solo 401k or IRA. 1. What’s the difference between using an LLC vs an IRA Trust? 2. Would you please explain RMDs, when they come into play, and how one might escape them? 3. Can anybody but independent contractors or busi…

1
Investment Losses And Tax Elimination 18:17

8y ago18:17

18:17

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0039_BawldGuyAudio_JeffBrown_ChrisLaSpada_InvestmentLossesAndTaxElimination.mp3 Topics: 1. Would you please explain the general concept? 2. Please tell us about the pecking order of what losses help eliminate what gains. 3. What defin…

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Real Estate Tax Deductions 14:40

8y ago14:40

14:40

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0038_BawldGuyAudio_JeffBrown_ChrisLaSpada_ReaEstateTaxDeductions.mp3 Topics: 1. When your clients invest in residential income property, what’s the most common deduction they seem to miss on their tax return? 2. Would you please talk …

1
Strategies 12:19

8y ago12:19

12:19

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0037_BawldGuyAudio_JeffBrown_DaveVanHorn_Strategies.mp3 Topics: 1. What’s your favorite and profitable long term strategy when it comes to investing into performing notes? 2. What’s your take on short term plays for quick profit? How …

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Reacting To Recessions 27:50

8+ y ago27:50

27:50

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0036_BawldGuyAudio_JeffBrown_DaveVanHorn_ReactingToRecessions.mp3 Topics: 1. What’s the first change that becomes visible to note investors when there’s an economic downturn? 2. Would you please discuss the reality that if foreclosure…

1
25 Year Look Back on EIULs 31:02

8+ y ago31:02

31:02

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0035_BawldGuyAudio_JeffBrown_DaveSchaffer_25yrLookBackonEIULs.mp3 Topics: Let’s compare the last 25 years to what regulations force us to use in predicting tax free income via an EIUL. 1. Let’s look at a 32 yr old healthy woman giving $…

1
EIUL Case Studies 19:40

8+ y ago19:40

19:40

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0033_BawldGuyAudio_JeffBrown_DaveSchaffer_EIULCaseStudies.mp3 Topics: 1. A 45 year old man who takes on a $1k/mo premium, inflation indexed, for 15 years. He wants the income to come for just the same 15 years. During those second 15 ye…

1
End of Year Tax Planning 15:48

8+ y ago15:48

15:48

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2017/05/0034_BawldGuyAudio_JeffBrown_ChrisLaSpada_EndofYearTaxPlanning.mp3 Topics: 1. Given the option do you take income this year or next year, and why? 2. Please go into the mechanics of taking advantage of either tax cuts or newly acquire…

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Tax Strategy for Retirement 13:05

8+ y ago13:05

13:05

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2016/12/0030_BawldGuyAudio_JeffBrown_DaveSchaffer_EIULStrategies.mp3 Topics: 1. AT 35 a couple wish to retire at 50. What tax free income would be generated if they did the following? $1,500/mo indexed to inflation for 15 years. Followed by the…

1
Capital Gains on the Sale of Real Estate 11:32

8+ y ago11:32

11:32

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2016/12/0031_BawldGuyAudio_JeffBrown_ChrisLaSpada_CapitalGainsTaxesOnRealEstateSale.mp3 Topics: 1. What’s the formula for figuring out one’s adjusted cost basis on a specific property? 2. Most investors believe the cap gains tax rate is 15%. …

1
Junior Liens 14:40

8+ y ago14:40

14:40

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2016/12/0032_BawldGuyAudio_JeffBrown_DaveVanHorn_-JuniorLiens.mp3 Topics: 1. Why do investors buy these with less equity behind ‘em than appears safe? 2. What’s your experience with them, as I’ve had much more experience with junior position …

1
The Cost Segregation Method of Real Estate Depreciation 10:06

8+ y ago10:06

10:06

BawldGuy audio with Jeff Brown and our guest Chris LaSpada. http://bawldguyinvesting.com/wp-content/uploads/2016/11/0029_BawldGuyAudio_JeffBrown_ChrisLaSpada_CostSegregation.mp3 Topics: 1. Why can’t some investor/taxpayers use depreciation against their ordinary (job) income? 2. Does the unused depreciation just go away, or just sit there, unused? …

1
Current State Of The Note Market 12:12

8+ y ago12:12

12:12

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2016/11/0028_BawldGuyAudio_JeffBrown_DaveVanHorn_WhatsTheCurrentStateOfTheNoteMarket.mp3 Topics: 1. Though for sure the 12% preferred return of the BawldGuy note fund is enticing, what would you tell accredited investors about investing in th…

1
How to Use Indexes for EIUL Policies 11:25

8+ y ago11:25

11:25

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2016/10/0027_BawldGuyAudio_JeffBrown_DaveSchaffer_EIULIndexOptions.mp3 Topics: 1. Why choose one over the other? 2. Do you ever change indexes, and why? 3. Does the age or gender or length of premium payments affect how you might pick the index…

1
Whole Life Insurance Vs EIUL Borrowing 12:55

8+ y ago12:55

12:55

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2016/09/0026_BawldGuyAudio_JeffBrown_DaveSchaffer_WholeLifeInsuranceVsEIULBorrowing.mp3 Topics: 1. Does it make sense to have both types of insurance? 2. If an EIUL policy holder has a rough year with household income, what happens with his pol…

1
Buying Discounted Notes 21:37

9y ago21:37

21:37

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2016/08/0024_BawldGuyAudio_JeffBrown_DaveVanHorn_BuyingDiscountedNotes.mp3 Topics: 1. Who would invest in the BGNF for the 12% preferred return alone? 2. How long will that 12% be in force? 3. People will ask, How does the fund make money wit…

1
What Happens With Performing And Nonperforming Discounted Notes And Land Contracts When There Is An Economic Turndown 14:28

9y ago14:28

14:28

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2016/08/0025_BawldGuyAudio_JeffBrown_DaveVanHorn_WhatHappensWithPerformingAndNonperformingDiscountedNotesAndLandContractsWhenThereIsAnEconomicTurndown.mp3 Topics: 1. How about non-performing liens in a recession? 2. When foreclosure is indica…

1
EIULProjections 12:16

9y ago12:16

12:16

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2016/08/0023_BawldGuyAudio_JeffBrown_DaveSchaffer_EIULProjections.mp3 Topics: 1. A 35 year old couple with a premium of $500/mo, indexed to inflation, for 30 years. What would their approximate tax free income be at 65? 2. A policy for a 50 yea…

1
What is an EIUL 14:08

9y ago14:08

14:08

BawldGuy audio with Jeff Brown and our guest Dave Shafer. http://bawldguyinvesting.com/wp-content/uploads/2016/07/0022_BawldGuyAudio_JeffBrown_DaveShafer_WhatIsAnEIUL.mp3 Topics: 1. How are ‘no losing years’ made real? 2. Why is the EIUL superior to the work related 401k? 3. What indexes are used, and why? 4. Is there an EIUL allowing only a few pr…

1
Buying Non-Performing Notes For The Purpose Of Foreclosing Fixing And Selling For Profit 11:49

10y ago11:49

11:49

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2015/07/0020_BawldGuyAudio_JeffBrown_DaveVanHorn_BuyingNonperformingNotesForThePurposeOfForeclosingFixingAndSellingForProfit.mp3 Topics: 1. What are the perimeters when an investor is trying to find these types of notes to buy in order to fix…

1
Yields on Discounted Notes Secured by Real Estate 9:29

10y ago9:29

9:29

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2015/04/0015_BawldGuyAudio_JeffBrown_DaveVanHorn_YieldsOnDiscountedNotesSecuredByRealEstate.mp3 Topics: 1. What exactly is the due diligence PPR does for the notes they end up offering to investors in the BawldGuy Note Fund? 2. Once the inves…

1
The Sustainability of Re performing Notes 14:00

10y ago14:00

14:00

BawldGuy audio with Jeff Brown and our guest Dave Van Horn. http://bawldguyinvesting.com/wp-content/uploads/2015/04/0014_BawldGuyAudio_JeffBrown_DaveVanHorn_TheSustainabilityOfRe-PerformingNotes.mp3 Topics: 1. What type of re-default rates do you see? 2. How come it’s lower for specialty servicers vs. banks? 3. What’s unique about your asset manage…