Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
Manage episode 483849156 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management.
Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts.
Kristen talks about Eaglebrook’s compliance-first mindset and how in-kind transfers and tax-efficient strategies are helping advisors meet growing client demand for digital assets.
Key highlights include:
- Enabling direct investment in crypto SMAs with Eagle Brook
- Navigating the process of in-kind transfers
- Tax loss harvesting benefits of crypto SMAs
- Integrating crypto into client portfolios
- And more
Connect With David Bodamer:
Connect With Kristen Mirabella:
105 episodes
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Manage episode 483849156 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management.
Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts.
Kristen talks about Eaglebrook’s compliance-first mindset and how in-kind transfers and tax-efficient strategies are helping advisors meet growing client demand for digital assets.
Key highlights include:
- Enabling direct investment in crypto SMAs with Eagle Brook
- Navigating the process of in-kind transfers
- Tax loss harvesting benefits of crypto SMAs
- Integrating crypto into client portfolios
- And more
Connect With David Bodamer:
Connect With Kristen Mirabella:
105 episodes
All episodes
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Similar to Wealth Management Invest
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
4k1k
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author W ...
…
continue reading
Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
…
continue reading
Ready to replace your 6-figure salary with real freedom? This is the podcast for high earners who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros ...
…
continue reading
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