Under the Iceberg
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Twitter:
@ModernWealthLLC
Language:
English
Contact:
8886923897
Email:
alan@modernwealthllc.com
Episodes
Pay Off Your Mortgage or Invest
8/7/2022
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.
Duration:00:07:06
ESG Investing
7/31/2022
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.
Duration:00:04:13
Taxes and Working Remote
7/29/2022
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.
Duration:00:08:34
Maximizing the Value of an Asset Sale: Deferred Sales Trusts
6/7/2022
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.
Duration:00:06:26
Tax Planning for Retirement
5/28/2022
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.
Duration:00:06:19
Benchmarking Your Business For Growth
5/5/2022
Taking a step back from the daily grind and getting perspective on where you are adding value or coming up short can be an excellent way to ensure you are tracking your goals. Working with an outside “sounding board” that has experience with business financial planning and also has your personal wealth goals in mind can bring things together and help you create a plan. Please view our full disclosure here.
Duration:00:07:17
A Plan for Managing Stock Sales: 10b5-1s and SEC Rules
4/23/2022
A Rule 10b5-1 plan is a robust tool for public company executives. Nevertheless, dealing with the complexities of insider trading regulations may require assistance from professionals with expertise in Rule 144, Section 16, and 10b5-1. This is especially true now that the SEC has announced that it may change aspects of the plan’s rules. SEC laws do not require companies to disclose the use of Rule 10b5-1 to the public, but it may be a good practice to do so. Announcements of the use of Rule 10b5-1 can help prevent public relations snafus and assist investors in learning the reasons for certain insider trades. Please view our full disclosure here.
Duration:00:11:15
Getting to a Closing in a Red-Hot Real Estate Market
4/16/2022
The durability of the now two-year-old housing boom has upended just about everything about the process for buyers and sellers.
Despite consistently dwindling inventory and rapidly accelerating mortgage rates, the time houses spend on the market is close to historic lows. The average is 47 days – but there are markets where the list/open house/offer timeline can be less than a week.
How can a buyer find an edge?
Duration:00:06:28
The Tax Impact of Equity Compensation: The 83(b) Election
4/3/2022
Employees or company founders that receive equity compensation often must cope with complex tax rules. Utilizing the 83(b) election is a valuable method of reducing tax liabilities, though there are some important caveats. Please view our full disclosure here.
Duration:00:07:44
Stock Options: An Owner’s Manual
3/22/2022
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. Please view our full disclosure here.
Duration:00:07:08
Understanding the Fee-Only, Fiduciary Advisor Model
3/22/2022
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great deal of wealth. Please view our full disclosure here.
Duration:00:05:10
The Mid-Point of Your Career: Creating Options in Life
3/22/2022
Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your late 50s or early 60s. Please view our full disclosure here.
Duration:00:07:09
Estate Planning for Small Business Owners
3/22/2022
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create a multi-generational family enterprise, there’s one area of risk you shouldn’t be taking. Please view our full disclosure here.
Duration:00:05:05
Small Business Retirement Plans
3/22/2022
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension (SEP) plan, and a SOLO 401 (k). Please view our full disclosure here.
Duration:00:08:34