Your Money Manual with Vince Annable Vince Annable

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There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, that's beginning to change. On this final segment of our 5-part series with Russ Alan Prince on building Your Optimal Financial World, you'll learn...

1) What elite wealth planning is. (02:42)
2) Why elite wealth planning is so uncommon, and why it isn't offered by more advisors. (05:20)
3) How critical the "Human Element" is to elite wealth planning. (07:40)
4) About the relationship between elite wealth planning, wealth management, and the virtual family office. (10:35)
5) The role that stress testing plays in elite wealth management. (14:07)

Elite Wealth Planning—something that may have only been available to the richest people among us a few years ago is more easily attainable to more investors today. Simply click over to VFOAG.com. Learn more about how elite wealth planning can help you build your own optimal financial world. While you’re there complete the simple form at the bottom of the page with just your name and email address and you’ll receive immediate access to the free white paper and the e’book Russ Alan Prince co-authored with John Bowen Jr., both entitled your Optimal Financial World. You’ll also receive a free financial stress test that you’ve heard Vince and Russ discuss on this program—and again, everything is free with our compliments. Again, for your free financial stress test and instant free access to both our white paper and the book, Your Optimal Financial World--visit VFOAG.com.

Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review. See you next time!

If you'd like to watch the video version of this episode, check us out on YouTube here and subscribe to our channel!

​If you’re building your Optimal Financial World, you’ll want to consider a stress test—for your money. It's what the super and ultra rich do frequently to help them prior to making important financial decisions that could impact their overall wealth planning strategy. What is a financial stress test, who needs it, and why is it important? In this 4th part of a 5-part series of discussions, host Vince Annable talks with renowned consultant to the super rich and private family offices, Russ Alan Prince, to help you understand key concepts that may help you to enjoy a fulfilling lifestyle as you build the financially secure future you desire.

In this episode, you'll learn:

1) What a financial stress test is and what it's designed to do. (03:05)
2) How common stress testing really is. (04:35)
3) What the different types of financial and legal stress testing are. (06:43)
4) Other matters the rich stress-test, in addition to financial and legal matters. (09:15)
5) How frequently you should take a financial stress test. (12:50)

Coming up on the 5th and final segment of this 5-part conversation with Russ Alan Prince, we’re going to finish our series of discussions by talking about Elite Wealth Planning, how it’s different from traditional wealth management and what makes an Elite Wealth Planner…elite!

We encourage anyone who is considering any changes or upgrades to their wealth management strategy to take a financial stress test. Ultra and super wealthy individuals with their own private family offices benefit from periodic financial stress tests, but you don’t need to be ultra or super rich to take advantage of it. Simply click over to VFOAG.com and complete the short form at the bottom of the page to request your stress test, and we’ll contact you to set everything up so that you can take the test in the comfort of your home, or office, or wherever you are absolutely free of charge. You’ll also get immediate access to the free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the digital flip book on Virtual Family Offices by Russ Alan Prince and John Bowen Jr.—also titled, “Your Optimal Financial World.” Again, for your free financial stress test and instant access to both our white paper and the book, Your Optimal Financial World--with our compliments--visit VFOAG.com.

You can also check out the video version of this podcast on our YouTube Channel!

As residential real estate continues to hold its own throughout the pandemic-drive recession, what about commercial real estate? As an investor should you consider adding this alternative investment right now as a diversifier in your portfolio? Who better to ask than a nearly 40-year expert in the sector? On this segment of Your Money Manual, host Vince Annable welcomes William A. Shopoff, founder and CEO of Shopoff Realty Investments to discuss the current state of commercial real estate and the future prospects for the sector.

On this episode of Your Money Manual, you'll learn:

1. Why investors should consider adding non-residential real estate to their portfolio when there's so much uncertainty about the economy. (03:18)
2. What it means to repurpose land and reposition assets and why that's advantageous to investors. (06:22)
3. With the pandemic creating some greater economic challenges for everyone including a number of retailers that were already on the bubble, how Mr. Shopoff's perception of retail and shopping center property as an investment has changed. (08:56)
4. The overall prospects for the commercial real estate sector looking forward. (13:30)

If you’d like to learn more about wealth planning for the 2020’s, you may be interested in learning more about The Household Endowment Model. If so, you can order a copy of Vince’s book, The Household Endowment Model—Wealth Planning for Affluent Families. Just click over to themusa.net, that’s https://themusa.net. Or you can click over to AMAZON.COM, and type The Household Endowment Model in the search bar to go directly to our book page. You can also request a copy of our newly updated THEM white paper which you can find along with our other white papers at http://thehouseholdendowmentmodel.com. Of course, if you’d like to sit down to discuss your financial goals and how you can work toward building your optimal financial world, give us a call at (833)THEM-USA.

Look for the video version of Your Money Manual--now available on YouTube. As always, you can hear our audio podcast on many of your favorite services including Spotify, Google Podcasts, I-Heart Radio and Apple Podcasts available on iTunes. So please give us your rating and a review. Your Money Manual is presented by Wealth Strategies Advisory Group, and we invite to follow us on Facebook, Linkedin, Twitter and Instagram. See you next time!

In the part 4 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFOs to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families no longer need a minimum of $150 million to qualify for such a high level of service. VFOs are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions.

Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model®, while Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins!  On this episode of Your Money Manual with Vince Annable, you'll learn:


A review of the differences between a VFO and traditional single and multi-family offices (02:44)
Why more successful and wealthy investors are turning to VFO’s for their wealth management needs (05:53)
How stress testing works and why it’s useful in determining if an investor may be well suited for a VFO (09:11)
About the biggest obstacles for successful and wealthy individuals in setting up a VFO (03:42)
What it means for everyone involved in a VFO to win, and why it’s important that everyone does win (16:26)

Coming up on the 4th installment of this 5-part conversation with Russ Alan Prince, Vince Annable will go into a little more detail on the stress test we talked about and exactly what that entails, and more importantly, what it reveals about your existing wealth management plan.

Russ and co-author John Bowen Jr. have been kind enough to make available a great book entitled Your Optimal Financial World—How Driven Entrepreneurs Can Benefit from High Performing Virtual Family Offices. You don’t need to own a business to benefit from info it contains. The digital flip-book version is available for immediate download at no cost or obligation simply be visiting VFOAG.com. Just complete the short form at the bottom of that page with just your name and email address and you’ll get instant access to that book as well our free quick-read Your Optimal Financial World white paper. On top of that, we’ll also provide you with the financial stress test we talked about at no cost or obligation to help you make sure your wealth management strategy is on the right track toward achieving all that’s important to you.  Once again, for the free white paper and Russ’s book, Your Optimal Financial World and the free stress test, visit VFOAG.com. 

Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review.

When it comes to investing, your money doesn't come with instructions, so our goal here is to educate and inform you on a variety of wealth management topics to help you make important decisions when it comes to your assets. If you like what you hear, please subscribe to our feed!

After their pandemic-fueled plunge, stocks have for the most-part recovered, and now that the economy is slowly opening back up, where do we go from here? Paul Dietrich, noted CNBC and FOX Business contributor and Chief Investment Strategist at B Riley Wealth Management shares his views with Vince Annable on this special edition of Your Money Manual. On this episode of our podcast you'll learn:

1) Why the stock market has remained so optimistic and how investors should analyze what's happening (02:56)

2) About the mindsets involved in reopening the economy vs. the importance of protect the public's health, and how the experts are addressing both concerns (09:15)

3) The potential short and long-term impacts of the coronavirus pandemic on employment, small businesses, and the economy (16:12)

4) That during uncertain times like these where risk in public markets may be greater, investors may be able to better protect their assets with and endowment style portfolio (23:27)

At one time or another your doctor may have recommended a stress test. Well did you know there is a financial stress test too? You can learn a lot about your current wealth management plan and whether or not you’re on the right path to achieving all that that you’re working so hard to build. The stress test may be one of the most important things you’ve ever done for your money, especially now during these unprecedented, uncertain times. Visit https://thehouseholdendowmentmodel.com, scroll down, click on the Stress Test Icon, and complete the short form. The stress test is absolutely free and can be completed in the comfort of your home, your office, or wherever you are. Once again, that’s https://thehouseholdendowmentmodel.com—then click on the stress test icon.

In the second of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince begin a multi-part discussion of the Virtual Family Office. No longer must individual investors or families need a minimum of $150 million to qualify for the elite level of service that the old Single (or Private) Family Offices required. Virtual Family Offices (VFO's) are springing up all over the country to help investors of "average wealth" better manage their wealth and essential strategic financial decisions.  

As you may know, Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model®. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins!  On this episode of Your Money Manual with Vince Annable, you'll learn:  

1. What a traditional single family office is and the types of services it provides its wealthy clients (02:55)  

2. What options are currently available to you if--like most of us-- you're net worth is not in the hundreds of millions of dollars (04:48)  

3. How the VFO came about and why so many people are taking an interest in them (06:06)  

4. About the key drivers (or major components) of VFO's (07:42)  

5. What is required of an individual or family who is interested in having a VFO (10:34)  

Coming up on the 3rd installment of Vince Annable's 5-part conversation with Russ Alan Prince, we’re going to continue this discussion of Virtual Family Offices by talking about the many benefits of having a VFO as part of long-term wealth management plan.  For more detailed information about the Virtual Family Office, click over to www.VFOAG.com, and complete the short form at the bottom of that page with just your name and email address. You’ll get free and immediate access to 2 documents that go into greater detail about VFO's: Our free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the book on VFO’s by Russ Alan Prince and John Bowen, Jr.—also titled, “Your Optimal Financial World.” The information is provided at no obligation with our compliments. Visit www.VFOAG.com.