17 episodes

Welcome to The Financial Leverage Point hosted by John Iannucci, founder and CEO of ILG Private Wealth. In this podcast, we dive deep into the world of financially successful families. We offer candid advice on how to navigate the maze of strategies and products designed to protect, grow, and transition your wealth to your family, friends, and the causes you care deeply about. Join John and his guest experts as they unveil the crucial elements of comprehensive tax, estate, business succession, and financial planning. Strategies designed to give you sleep-through-the-night confidence while maintaining a steady flow of wealth for you and your heirs.

The Financial Leverage Point John Iannucci

    • Business
    • 5.0 • 4 Ratings

Welcome to The Financial Leverage Point hosted by John Iannucci, founder and CEO of ILG Private Wealth. In this podcast, we dive deep into the world of financially successful families. We offer candid advice on how to navigate the maze of strategies and products designed to protect, grow, and transition your wealth to your family, friends, and the causes you care deeply about. Join John and his guest experts as they unveil the crucial elements of comprehensive tax, estate, business succession, and financial planning. Strategies designed to give you sleep-through-the-night confidence while maintaining a steady flow of wealth for you and your heirs.

    • video
    The Stock Market Roller Coaster: How to Navigate It (Ep. 16)

    The Stock Market Roller Coaster: How to Navigate It (Ep. 16)

    As markets rise to new highs, it is normal to think about investing to take advantage of the bullish trend.  The fact that you are considering investing is great, but what factors should you consider before making your decision? This time on the Financial Leverage Point, John Iannucci pulls back the curtain on the dynamics … Read More Read More

    • 16 min
    The Worst Mistakes Investors Make When Changing Advisors​​ (Ep. 15)

    The Worst Mistakes Investors Make When Changing Advisors​​ (Ep. 15)

    Are you considering changing financial advisors, but unsure about the pitfalls to avoid?  Want to know the biggest mistakes investors make when searching for a new advisor? Join John Iannucci as he dives into the critical task of selecting the right financial advisor, discussing the pitfalls of focusing solely on fees, the risks of pitting … Read More Read More

    • 19 min
    Market Turbulence in 2024: How to Prepare Your Financial Battle Plan (Ep. 14)

    Market Turbulence in 2024: How to Prepare Your Financial Battle Plan (Ep. 14)

    As we face the complexities of market fluctuations, tax laws, and global economic shifts, the need for comprehensive wealth management becomes increasingly clear.  This is the essence of true financial preparedness anticipating challenges and crafting a resilient plan to meet them head-on. In this episode, John Iannucci highlights six specific reasons to prepare for potential … Read More Read More

    • 16 min
    Are Annuities the Right Choice for Your Retirement Plan? (Ep. 13)

    Are Annuities the Right Choice for Your Retirement Plan? (Ep. 13)

    Annuities are one of the most popular and controversial financial products in the market.  They offer an income stream for life, but they also come with high fees, complex terms, and potential risks.  How can you decide if annuities are right for your retirement plan?  In this episode, John Iannucci unravels the complexities of annuities, … Read More Read More

    • 16 min
    Are You Conducting These Four Critical Financial Checkups for Your Investments? (Ep. 12)

    Are You Conducting These Four Critical Financial Checkups for Your Investments? (Ep. 12)

    Financial checkups are a systematic way of reviewing the health and performance of your investments.  They can help you identify potential problems, optimize your returns, and align your portfolio with your goals. Are you curious to know which checkups you can do? In this episode, John Iannucci explores the four critical financial checkups for investments. … Read More Read More

    • 19 min
    The Financial Challenges and Solutions of Complex Divorces (Ep. 11)

    The Financial Challenges and Solutions of Complex Divorces (Ep. 11)

    Divorce is a difficult and painful process that affects not only the emotional well-being of the individuals involved but also their financial stability and security.  That’s why it’s important to seek professional guidance from a financial advisor who can help you navigate the financial aspects of divorce and plan for your future. In this episode, … Read More Read More

    • 21 min

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