15 episodes
Under the Iceberg Alan Rhode, CFP®, CPWA®, CEPA®, RLP®
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- Business
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5.0 • 5 Ratings
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance.
Disclaimer: “Under the Iceberg” is for informational purposes only and should not be considered professional financial advice. Consult with a qualified professional before making any financial decisions. Content is believed to be accurate as of the publication date; however, no warranty of accuracy is given. External links are provided for convenience, with no endorsement implied.
For inquiries or feedback, reach out to alan@modernwealthllc.com.
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What's Your Business Worth and Why Does It Matter
In the podcast titled What's Your Business Worth and Why Does It Matter, host Alan Rhode shares:
Four reasons why business owners neglect to get a business valuationFive benefits to getting a business valuationFour types of business valuationsThirteen key performance indicators to measure your business against -
Pay Off Your Mortgage or Invest
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college education, or some other goal. Please view our full disclosure here.
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ESG Investing
ESG has moved well into the mainstream and offers products and strategies that work for investors’ values while also working towards their goals. Please view our full disclosure here.
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Taxes and Working Remote
The movement of workers during the pandemic to live and work in other states has created many residency-related tax questions and issues for companies and employees. Please view our full disclosure here.
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Maximizing the Value of an Asset Sale: Deferred Sales Trusts
If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes right? Please view our full disclosure here.
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Tax Planning for Retirement
Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You'll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. Please view our full disclosure here.