Preview Mode Links will not work in preview mode

The Joe Robert Show

Nov 24, 2020

Joe has been notorious for having industry leading guests on the show. This episode is no exception Derek Myron of Centura Wealth Advisory is going to discuss all about Tax planning & Charitable lead/ remainder trusts. He is going to tell you when is the right time in your life and career to consider implementing wealth...


Nov 17, 2020

Charitable Remainder Trusts and Charitable Lead Trusts. What are they? Do you have one? Maybe you should!
Joe sat down with John Smallwood of Smallwood Wealth Management to discuss these two types of trusts, and what you need to know to get started. As well as all the tax benefits that go along with them. 

You Can Find...


Nov 10, 2020

Do you have a 401k or a Self-Directed IRA? Are you looking to save on Taxes in your retirement accounts?

Damion is going to talk to you about how you can save taxes using a little known strategy called the eQRP that allows
investors to control their financial future and get off the wall street roller coaster.


Damion...


Nov 3, 2020

Do you own Real Estate properties? Are you aware of all the tax saving benefits available to you for owning these properties? 

On this episode we are speaking with Yonah Weiss the Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on...