The 1031 Show™

Impact 1031™
  • 4.0 (2)
  • SELF-IMPROVEMENT

On The 1031 Show™: Financial Planning for Real Estate Investors you'll learn strategies for potential tax deferral and investment customization on your underperforming and highly appreciated investment real estate properties. Learn how to simplify the 1031 exchange and how you may be able to leave the burden of active property management behind and graduate to passive ownership of professionally managed, income producing real estate investments that are customized to your retirement and legacy needs. Join Wally Smith, Chartered Financial Consultant®, and creator of Impact 1031™ to learn what you need to know about Financial Planning for Real Estate Investors™.

  1. 03/03/2025

    3 Signs Your Investment Real Estate May Not Be as Passive as You Think

    Schedule a Strategy Call: https://start.impact1031.com/scheduling/  ________________________________________________ © 2025 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

    17 min

  2. 02/03/2025

    5 Not So Obvious Tips for Investment Real Estate Owners

    Schedule a Strategy Call: https://start.impact1031.com/scheduling/ ________________________________________________ 00:00 - 00:38: Introduction 00:38 - 01:52: Tip 1: There's a Difference Between an Investment Real Estate Owner and a Real Estate Investor 01:52 - 03:27: Tip 2: Make Your Real Estate Part of Your Investment Strategy 03:27 - 04:50: Tip 3: Sell Your Property to Keep Your Equity Working For You 04:50 - 06:37: Tip 4: Not All Debt is Created Equal 06:37 - 08:38: Tip 5: Let Someone Else Deal With the Big Fixes 08:38 - End: Outro and Disclosures  ________________________________________________ © 2025 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

    9 min

  3. 01/20/2025

    I Talked to 1000 Trapped Investment Real Estate Owners... This is What I Learned

    Schedule a Strategy Call: https://start.impact1031.com/scheduling/ ________________________________________________ 00:00 - 00:46: Introduction 00:46 - 07:45: My Real Estate is Holding Me Hostage 07:45 - 17:43: My Real Estate Investments Seem Good, But There's Something Missing 17:43 - 25:35: I Want my Real Estate to Leave a Good Legacy 25:36 - End: Outro & Disclosures ________________________________________________ © 2025 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

    27 min

  4. 01/06/2025

    If I Wanted to Keep My Real Estate From Killing My Dream Life in 2025... This is What I Would Do

    Schedule a Strategy Call: https://start.impact1031.com/scheduling/ ________________________________________________ 00:00 - 00:30: Introduction 00:30 - 02:58: Key 1: Know Your Numbers 02:58 - 10:15: Key 2: Know Your Options 10:15 - 15:12: Key 3: Know Your Purpose 15:12 - End: Outro & Disclosures  ________________________________________________ © 2024 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

    16 min

  5. 08/22/2023

    Talking San Diego Real Estate - SPECIAL - David Waitley

    ________________________________________________ © 2023 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC.  Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

    35 min

  6. 05/04/2023

    History and Overview of the 1031 Exchange | Season 1 Episode 1

    We review the history and the rules and considerations of a 1031 exchange. Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.   1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner's income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors' returns and may outweigh the tax benefits

    25 min

  7. 03/24/2023

    1031 Exchange Rules and Regulations with Jeff Hertz from Cantor Fitzgerald

    1031 Exchange Rules and Regulations with Jeff Hertz from Cantor Fitzgerald Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.   1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner's income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors' returns and may outweigh the tax benefits

    1h 15m

  8. 12/13/2022

    Episode 26 | Jeff Montgomery with Core Pacific | The 1031 Show™

    DST Acquisition Considerations with Jeff Montgomery Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. "Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.   1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner's income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors' returns and may outweigh the tax benefits

    39 min
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Ratings & Reviews

4
out of 5
2 Ratings

About

On The 1031 Show™: Financial Planning for Real Estate Investors you'll learn strategies for potential tax deferral and investment customization on your underperforming and highly appreciated investment real estate properties. Learn how to simplify the 1031 exchange and how you may be able to leave the burden of active property management behind and graduate to passive ownership of professionally managed, income producing real estate investments that are customized to your retirement and legacy needs. Join Wally Smith, Chartered Financial Consultant®, and creator of Impact 1031™ to learn what you need to know about Financial Planning for Real Estate Investors™.

Information

  • Creator
    Impact 1031™
  • Years Active
    2023 - 2025
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    ©2023 Ridgegate Financial. All Rights Reserved.
  • Show Website
    The 1031 Show™