2 episodi
Money Managers w/Marc Guzman Marc Guzman
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- Economia
Welcome to a new program and spin-off from the Marc Guzman Podcast Experience, called Money Managers with Marc Guzman. The focus of this podcast will be on the world of money and wealth management. Anything you own has a determined value and is considered to be an asset, such as: boats, cars, real estate, stocks, ETFs, shares within a business, venture capital and of course, cash in the bank. Managing ones own assets can get to be time consuming and difficult when trying to understand the various investment markets and how to make the right decisions.
In this program we will introduce you to the top money managers, whom possess a wide range of skills, with the goal of gaining a larger understanding of wealth management, investing and market trends. At Baniqued Guzman Asset Management we specialize in residential and commercial real estate management, and expanding our services to portfolio management and venture capital. We believe proper wealth management is key to successfully creating the future you desire.
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Money Managers 002 | David Cook, Cook Collections
Managing financial assets can be a challenge, but it sure beats having your assets collected by a collection attorney. For 45 years, our guest today has been one of the best asset collection attorneys in the game. David Cook is a name you might recognize. He is known for his work representing the family of Ron Goldman in their quest to collect up to $33 million in assets that was awarded to the family in wake of the OJ Simpson trial. David has seen quite a bit in his years as a collection lawyer Today, he breaks down how assets are collected, how they can be protected, and ever the storyteller, shares with us the experience of collecting the assets of a former football star.
Website: http://cookcollectionattorneys.com/
Phone: 977-989-4730
2:08 Getting Started
7:24 Representation
13:45: Prenuptial Agreements
15:52: Impact on Children
24:02 Torts and Contract cases
27:09 Real Estate Licensed
33:14 What properties are owned
38:00 Paperwork Errors
43:46 Working for The Goldman Family
1:27:30 Wrap Up -
Money Monagers 001 | Jonathan DeYoe, DeYoe Wealth Management
Our guest is Jonathan DeYoe of DeYoe Wealth Management in Berkeley, California. A native of Grand Rapids, South Dakota, Jonathan moved to the Bay Area in 1994. After an interesting start to his career, Jonathan spent time working for Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. In 2001, he founded DeYoe Wealth Management with the goal of holistic wealth management. Merging his independent financial advice with his own brand of top-notch customer care, Jonathon has built a firm with assets under management of over $250 Million. After this episode, be sure to check out his book, “Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend”. Available on Amazon.
Book: https://amzn.to/2MzL1wv
Website: https://deyoewealthmanagement.com
Contact: (510) 848-0012
2:16 Buddhist Studies and Financial Services
4:52 Holistic Wealth Management
6:35 Money First vs. Client First Focus
13:38 Self-Management Issues
16:59 Firm Focus- Active vs. Passive
22:00 Reviewing Financial Goals
24:06 Book
28:02 Financial Future
35:55 Wrap Up
Thanks for listening! Listen to Money Managers on iTunes, iHeartRadio or Watch on Facebook or YouTube.
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Company Website: http://www.BGAM.us
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