16 episodios

Eric and Michelle Walters, co-founders of Summit Hill Wealth Management, address advanced financial topics for successful executives and business owners so that you can protect your wealth, grow your wealth, and pass it along to others when the time is right. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

Moneyed: Conversations About Meaningful Wealth SilverCrest Wealth Planning, Summit Hill Wealth Management

    • Economía y empresa

Eric and Michelle Walters, co-founders of Summit Hill Wealth Management, address advanced financial topics for successful executives and business owners so that you can protect your wealth, grow your wealth, and pass it along to others when the time is right. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.

    COVID-19 and the Vacation Home Market

    COVID-19 and the Vacation Home Market

    We recently held a webinar for our clients exploring how COVID-19 is affecting the vacation home market. We spoke with with an experienced real estate developer to hear his thoughts about how vacation home markets have responded to prior recessions and his outlook for vacation homes. Additionally, he shared his advice about what to look for in a vacation home and how to handle a second home as a rental property.

    • 1h 2 min
    Post-COVID Outlook for Commercial Real Estate Owners and Investors

    Post-COVID Outlook for Commercial Real Estate Owners and Investors

    How has COVID-19 impacted the value of commercial real estate? What does this mean for business owners and real estate investors?

    • 35 min
    2020 Post-Election Analysis

    2020 Post-Election Analysis

    Our recent election could have significant impact on the economy, jobs, taxes, government debt, and the stock market. What are the implications for you and your family?

    • 57 min
    Outlook on the Election – How Could it Affect the Stock Market and Tax Rates?

    Outlook on the Election – How Could it Affect the Stock Market and Tax Rates?

    Recently, we held a webinar for our clients to discuss the outlook for each presidential candidate and the potential impact of their proposed policies on the stock market, the economy, and tax rates. This podcast episode is an audio replay of the webinar, with links to the webinar replay and slide deck that were presented during the webinar in the show notes.

    • 1h 5 min
    How Bad Could it Get?

    How Bad Could it Get?

    In early June, we held a webinar for clients to discuss how the COVID-crash could affect business owners, executives, and retirees. This podcast episode is an audio replay of the webinar, with a link to the slide deck that was presented during the webinar in the show notes.

    • 46 min
    Creating a Retirement Paycheck - with Steve Walters

    Creating a Retirement Paycheck - with Steve Walters

    In our final episode for 2019, veteran journalist Steve Walters joins Eric to discuss the nuances of income in retirement.

    • 38 min

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