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    Business

    Creating Wealth Real Estate Investing with Jason Hartman

    Become an EMPOWERED INVESTOR. Survive and thrive in today’s economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), William D. Cohan ( The Price of Silence, The Last Tycoon, & House of Cards), G. Edward Griffin (The Creature from Jekyll Island), Daniel Pink (National Geographic).

    Starting with very little, Jason, while still in college at the age of 19, embarked on a career in real estate while brokering properties for clients, he was investing in his own portfolio along the way. Through creativity, persistence and hard work, he soon joined the ranks of the top one-percent of Realtors in the U.S. and in quick succession; earned a number of prestigious industry awards and became a young multi-millionaire.

    Jason purchased a Southern California real estate brokerage firm which he expanded dramatically and was later acquired by Coldwell Banker. He combined his dedication and business talents to become a successful entrepreneur, public speaker, author, and media personality. Over the years he developed his Complete Solution for Real Estate Investors™ where his innovative firm educates and assists investors in acquiring prudent investments nationwide for their portfolio. Jason’s highly sought after educational events, speaking engagements, and his ultra-hot “Creating Wealth Podcast” inspire and empower hundreds of thousands of people in 189 countries worldwide.

    Additional guests featured on the Creating Wealth podcast include Robert Kiyosaki (RIch Dad Poor Dad), Matthew Quirk (The 500 & The Directive), Eve Wright (Life at the Speed of Passion), John Lawrence Allen (Make Wall Street Pay You Back), Jerry Robinson (Bankruptcy in Our Nation), Peter Zeihan (The Accidental Superpower), David Crowe (National Association of Homebuilders NAHB), Consuelo Mack (PBS – Wealth Track), Sean Haugh (Libertarian Candidate for the US Senate), Scott Paul (Alliance for American Manufacturing), Charles Goyette (Ron Paul’s America Show), Chris Martenson (Crash Course), Matt Theriault (Epic Real Estate Investing), Christopher Barnatt (The Future of 3D Printing), Zac Bissonnette (Good Advice From Bad People), Rich Karlgaard (Forbes Magazine).

    Chris Mayer (Agora Financial), Craig R. Smith (The Great Withdrawal), Po Bronson (The Science of Winning & Losing), Jim Stossel (Why Government Fails), John McAfee (Founder of McAfee Anti-Virus Software) Harry Dent (The Great Depression Ahead), Kevin Armstrong (Bulls, Birdies, Bogeys, and Bears), Nick Bilton (Hatching Twitter), Tom Kreautler (The Money Pit), Doug Brunt (Ghosts of Manhattan), Catherine McBreen (Get Rich, Stay Rich, Pass it On), Les Leopold (How to Make a Million Dollars an Hour), Robert Greene (Mastery, Power, & Seduction), Byron Dorgan (Gridlock), Dennis Miller (Retirement Reboot), George Gilder (Knowledge & Power), Jed Kolko (Tulia), Dr. Judith Wright (The Soft Addiction Solution), Richard Duncan (The New Depression), Dave Krieger (Clouded Titles), Bill Ayers (Confessions of an American Dissident), Dr. H. Woody Block (American Gridlock), Steven Kotler (Abundance), Laurence Kotlikoff (The Clash of Generations), Greg Farrell (Crash of the Titans), Shaun Rein (The End of Cheap China), Ken Gronbach (The Age Curve), Amity Shlaes (The Forgotten Man), Roger Lowenstein (The End of Wall Street), Jay Elliot (The Steve Jobs Way), Richard Duncan (The Dollar Crisis & The Corruption of Capitalism), Robert Wiedemer (Aftershock), and Steve Slaunwhite (The Wealthy Freelancer).

    A trademark feature of Hartman Media podcasts are our ‘Tenth Episodes’ where alternative topics of interest are explored every tenth episode. This provides a diverse mix of programming exploring issues and influential authors like John Gray (Men Are From Mars, Women Are From Venus), Dan Millman (Way of the Peaceful Warrior), Dr. Denis Waitley (The Psychology of Winning, The Seeds of Greatness), Lori Ann LaRocco (Opportunity Knocking), Mark Divine (Seal Fit: Way of the SEAL), Dr. Jill Ammon-Wexler (The Power of Belief), Dr. Kelly McGonigal (The Willpower Instinct), Doug Conant (Touch Points), Jared Diamond (The World Until Yesterday), Dr. Bob Wright (The Science of Spectacular Living), Jack Canfield (Chicken Soup for the Successful Soul), Sonia Arrison (The Coming Age of Longevity), Dr. David Rock (Your Brain at Work), Gay Hendricks (Relationship Enhancement), Hannah Holmes (Quirk), Dr. Gary Chapman (The Five Love Languages), David Farrow (Millionaire Memory), and David Allen (Getting Things Done),

    Topics explored at depth on Creating Wealth include investing, income properties, property investing, investment strategies, loan modifications, market predictions, mortgage modifications, online marketing, real estate, rental property investing, subprime mortgage crisis, 401K, retirement, Alibaba.com, alternative currencies, alternative energy, ROI, cash flow, American economy, appreciation, arbitrage, Arkansas housing market, artificial intelligence, asset allocation, Atlanta Georgia, income property investing, attorneys, Australian mining, Austin real estate, baby boom generation, baby boomers, banking, bank loans, bankruptcies, Belize, Ben Bernanke, billionaires, bonds, book reviews, boom bust cycles, Boston, brand management, branding, Brookings Institution, Breton Woods, BP, British Petroleum, bubble markets, building wealth, business cycles, business psychology, business travelers, California, California Department of Insurance, CDI, California real estate, capital gains tax, Case-Shiller, Casey Research, cash flow, central banks, certificates of deposit, Chicago, Chicago real estate, China, college tuition, Colorado, commercial investing, commodities, commodity pricing, compound interest, conversions, CPI, Consumer Price Index, Dallas, dark pools, debt ceiling, debt crisis, debt-financed spending, deflation, Detroit, Detroit real estate, digital money, distressed properties, down payment, email marketing, estate tax, high cash flow, home equity, home financing, Indiana, Indianapolis, interest rates, jobless recovery, Kansas City, leverage, libertarian, Little Rock, maintenance warranty, management fees, Manhattan, marketing, Memphis, Miami, Michigan, mircopreneur, middle class, millennials, millionaire, Minneapolis, Minnesota, Missouri, Mississippi, MLS, mobile banking, monetary policy, money market fund, negative equity, new home construction, New Orleans, New York, New York City, North Carolina, Ohio, oil, oil prediction, overpriced markets, packaged commodities, passive income, passive investor, payroll tax, pension, pension funds, pension plans, Platinum Properties, positive cash-flow, price stability, price of gold, price volatility, private money lending, pro forma, property appraisal, property value, real estate arbitrage, real estate tax, rent, rental, renovated homes, rental homes, rental income, rental insurance, San Antonio, San Diego, San Francisco, single-family homes, social marketing, social media, Swiss Franc, Swiss National Bank, Tampa, tax, tax laws, tax bracket, tax lien, taxes, tenant, tenant eviction, Tennessee, Texas, treasury reports, unemployment, unfriendly markets, US housing market, venture capital, volatility, Warren Buffet, Washington, wealth management, whistleblowers, world economy, Zero Hedge.

    Additional topics explored on the Creating Wealth podcast include Bitcoin, digital currencies, corporate tax inversions, crowdfunding, inflation, the Federal Reserve, student loan debt, monetary policy, economic challenges facing generation Y, solar energy, 3D printing, medical technology, US dollar, currency exchange, plunging bond rates, personal and commercial bankruptcy, the cost of a college education, digital banking, the American dream, capital gains taxes, asset protection, gold and silver, commodities markets, precious metals, investing tips, structural and personal unemployment, bank regulations, regulatory reform, emerging markets, shadow banking, social media, derivatives, mobile commerce, government regulation, housing market, identity theft, cyber currencies, mortgage lenders, investment properties, VA loans, gold standard, Fannie Mae and Freddie Mac, online auctions, landlord tenant conflicts, tax lien investing, tax law, retirement, contract law, stagflation, home loans, real estate scams, renters, reverse mortgages, foreclosures, euro, European Union, ECB, European Central Bank, the US housing market, micro lending, online security, cyber security, online banking, digital banking, outsourcing, online shopping, Amazon, Apple, Facebook, Twitter, JP Morgan, short sales, austerity, forex, monetary systems, budget surplus, budget deficits, tax cuts, solar energy, consumer debt, consumer price index, property investing, high frequency trading, interest rates, college tuition, cashless societies, credit card debt, credit monitoring, credit ratings, currency trading, refinancing, federal stimulus, financial independence, financial planning, financial literacy, economic growth, economic development, Wall Street, IPO, IRS, Internal Revenue Service, IMF, International Monetary Fund, mobile banking, Elliot Wave theory, free trade, underwater homeowners, foreign investing, oil prices, entrepreneurship, Equifax, federal budget, Keynes, Keynesian, fiat currency, financial scams, global economy, gold standard, income tax, and foreign investment.

    [CLAIM:SNDPUAP8]

    Advertise

    Copyright: © 2006–2022 The Hartman Media Company. All Rights Reserved

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    Latest Episodes:
    CW 591 FBF - Forecasting America's Economic Future with Doug Casey of Casey Research Nov 06, 2015
    Show notes

    Join Jason Hartman and Doug Casey of Casey Research for a candid discussion about the condition of America and what is to come. Doug feels we needed a depression, but it doesn’t have to be as long and dismal as it’s going to be for most people. The U.S. government has gone about everything completely opposite of the right way; it’s totally bankrupt. They’re selling money/debt to the Federal Reserve because no other country in the world wants to buy our devalued American dollar. Doug feels for the average American because he/she is not going to profit from it and is going to be turned into a common serf. Pension funds are in trouble and are nothing more than the government’s scheme to finance its debt.

    We may see more wars in the future as politicians look for someone to blame, as happened in the Great Depression of the 1930s. The rich will be those that own real estate around the world. Doug feels it’s too early to buy U.S. real estate unless it’s bought with low-interest, fixed-rate mortgages because the debt will be inflated away. Sharing a position with Jason, Doug is not a fan of the stock market and feels that commodities are going to eventually bottom out with all of the new nanotechnology.

    While he’s still bullish on commodities because he’s bearish on the dollar, Doug recommends buying real estate in other parts of the world, using Rothschild’s philosophy of buying when blood is running in the streets. Our biggest enemy is our government, so people must diversify politically, geographically, internationally, and most Americans don’t know anything about it. Looking at stocks, while Doug wants nothing to do with them for the most part, he sees mining stocks moving. They’re relatively cheap right now and while they’re a speculative venture, with thorough research, one can find a few good mining companies that are seeing strong returns.

    Inflation is going to get a lot higher because the government has no choice but to print money to pay its debts. It’s the 11th hour and now is the time to act, to position yourself to ride out the storm. Doug’s guess is that when all of this bottoms, mortgage money will not exist and people the world over will have to purchase property with cash. They will be paying real value versus the inflated values of mortgage companies. Doug expresses his concern that our current economic situation is very serious. As he looks around, he doesn’t see any real bargains.

    We’re still in the eye of the hurricane, and he forecasts that as we go back into the storm, it’s going to be a lot uglier than it was in 2008. He calls this the Greater Depression. This is a time when you don’t want to be rooted to a spot like a plant. In turbulent times, plants usually get eaten up. Doug is a widely respected preeminent authority on “rational speculation,” especially in the high-potential natural resource sector.

    He is a high respected author, publisher and professional investor, and graduated from Georgetown University in 1968. Since that time, Doug has literally written the book on profiting from times of economic turmoil. He is the author of Crisis Investing, which spent multiple weeks on the New York Times bestseller list in the No. 1 position, and became the best-selling financial book of 1980.

    Doug also authored Strategic Investing, breaking the record by receiving the largest advance ever paid for a financial book at that time. Doug’s next book, The International Man, was the most sold book in the history of Rhodesia. Doug Casey has been a featured guest on such TV shows and radio shows as David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News and CNN. He has also been the topic of numerous features in periodicals, such as Time, Forbes, People, and the Washington Post.

    Doug divides his time between homes in Aspen, Colorado, Auckland, New Zealand, and Salta Argentina. He has written newsletters and alert services for sophisticated investors for over 28 years. He has lived in 10 countries and visited over 175. In addition to having served as a trustee on the Board of Governors of Washington College and Northwoods University, Doug has been a director and advisor to nine different financial corporations. Doug is currently the founder of Casey Research, a research company that watches every sector, looking for opportunities in the world.

    Casey Research is a believer in free markets and understands the fundamental reality that the more a government interferes in a market, the more likely there will be consequences…negative for those unaware, but positive for those who are aware. More details about Casey Research can be found at their website:http://www.caseyresearch.com/cwc. Also, this PDF is from Doug’s view of War on Terror: http://my.caseyresearch.com/pdfs/crTcr20111116102350.pdf?ppref=RIV012SR1211A


    CW 590 - Shaun McCloskey from Lifeonaire Nov 04, 2015
    Show notes

    What do you do with your extra time? If you default to work, you may not be living the life you want. The Lifeonaire philosophy blends your vision of the life you want and trades your money for time. The program’s foundation for making money while enjoying your time is based on real estate investing which is a historically proven asset class. If you are able to continue making money while living the life you have always wanted why wouldn’t you?

    Additional capacity just opened up for our Orlando Property Tour & Creating Wealth Boot camp. Go to JasonHartman.com to sign up now.

    Key Takeaways:

    Jason’s Editorial:

    [2:56] You can either be motivated by desperation or inspiration - Jim Rohn

    [3:32] Orlando Property Tour has some additional capacity available & coffee

    [6:07] The Creating Wealth Boot camp

    [6:34] Meet the Masters & Venture Alliance Mastermind events

    [7:23] This listener is ready to invest but would like Jason’s advice

    Shaun McCloskey Guest Interview:

    [13:54] People did exactly what I taught them to do

    [15:45] Finding a job which is not work is ultimately the goal

    [17:39] Don’t forget what you love by working too much

    [18:44] Lifeonaire = a millionaire + a life

    [20:11] The four stages of lifeonaire

    [23:07] What would you doing if you only had 6 months to live?

    [25:41] Using your extra time for living your vision

    [28:10] Where did the 40 hour work week come from?

    [30:07] Visions get clouded by goals

    [32:35] Start with the Lifeonaire book

    Mentions:

    JasonHartman.com

    The Bulletproof Executive

    Venture Alliance Mastermind

    Lifeonaire


    CW 589 - Jason & Naresh discuss the COFI Index, Convertible ARMs and Bridge Loans Nov 03, 2015
    Show notes

    Have you ever considered lending your money to receive a better than average return? The opportunity now exists through our organization for you to become a hard money lender. Jason explains some widely used financial terms and how they apply to the residential real estate market. And, updates on the Orlando Property Tour, the upcoming Meet the Masters and the Venture Alliance trip to Dubai.

    Key Takeaways:

    Jason’s Editorial:

    [2:44] What exactly is a convertible ARM?

    [3:57] We have special connections with commercial lenders who finance residential real estate

    [6:19] Residential properties have desirable financing

    [8:12] Explaining the Cost of Funds Index (COFI)

    [10:50] Jason just purchased 2 Tesla cars, 1 “X” and 1 “S”

    [15:11] The formula for calculating adjustable rate loans

    [17:51] What is a bridge loan and how is it used?

    [18:18] Becoming a hard money lender is available through our organization

    [21:32] The Orlando Property Tour is just about full

    [22:02] Meet the Masters in La Hoya, California in early January

    [22:46] Venture Alliance Mastermind in Dubai in February

    [24:11] Jason loves his Fitbit - Charge HR

    Mentions:

    1984

    Animal Farm

    JasonHartman.com

    Venture Alliance Mastermind

    Fitbit


    CW 588 FBF - Timeless Wisdom from Earl Nightingale & Dan Sullivan Plus Listener Questions Are Answered Oct 30, 2015
    Show notes

    Jason answers some listener questions, and then shares some wisdom from Earl Nightingale and Dan Sullivan.


    CW 587 - Jason's Stream of Consciousness on Tony Robbins, Real Estate, and Books Oct 29, 2015
    Show notes

    Jason does a solo episode on today's show and has a number of thoughts he'd like to share with the audience. Jason emphasizes the importance of leveraging not only our investments, but our business, and our biology too. He believes leverage is the key to success and talks on why leverage is so important. Jason also talks on Tony Robbins and his philosophy after attending his seminar last week.

    Key Takeaways:

    [2:30] Today Jason will be diving into more general topics not necessarily related to investing.

    [3:40] What kind of resources does Jason read?

    [8:20] Books are too long!

    [9:40] Jason believes the three most important things in life are our business, biology, and investments.

    [12:10] Walking 10,000 steps is a pretty big accomplishment.

    [12:50] The focus of the Creating Wealth show is to gain leverage on our investments.

    [14:45] The self-driving car could change the location, location, location motto in real estate investing.

    [19:00] Jason talks about Tony Robbins.

    [22:50] Can you really decide to be happy?

    [25:10] What are we really focused on?

    [29:55] Jason shares his thoughts about the book Talent Code by Daniel Coyle.

    [32:15] The best way to learn how to be a real estate investor? Buy property!

    [35:25] Jason shares his thoughts on the book Disrupt Yourself by Jay Samit.

    [37:30] There's a website that can tell you if you're house is haunted.

    [40:55] Marijuana and Denver real estate.

    [43:15] Check out Jason's next events via his website. P.S The Orlando property tour is almost full.

    Mentioned In This Episode:

    http://www.jasonhartman.com/

    Tough Times Never Last, But Tough People Do! by Robert H. Schuller.

    Talent Code by Daniel Coyle

    The Organized Mind by Daniel Levitin.

    Disrupt Yourself by Jay Samit.

    http://www.diedinhouse.com/

    http://www.newser.com/story/214744/marijuana-having-big-impact-on-denver-real-estate.html


    CW 586 - Megan Greene, Chief Economist of Manulife and John Hancock Asset Management Oct 27, 2015
    Show notes

    Megan Greene joins us today to discuss the results of the 2015 John Hancock Investor Sentiment Survey. She shares her views on whether or not the Fed’s will raise the interest rate, if the stock market is rigged and how she believes monetary easing stokes financial inequality.

    There are still a few spots left for the Orlando Property Tour! Go to JasonHartman.com to reserve your spot.

    Key Takeaways:

    Jason’s Editorial:

    [1:54] Ms. Hartman is an extreme do it yourselfer

    [5:03] Jason wants me to increase my rent to value ratio

    [7:03] Sign, sign everywhere a sign

    [8:01] Inflation induced debt destruction

    [9:01] Orlando Property Tour has a few spots left

    [10:11] Meet the Masters in January

    [10:18] Venture Alliance Mastermind - February in Dubai

    [11:48] “Divorce the story, marry the truth” - Tony Robbins quote

    Megan Greene Guest Interview:

    [13:11] Regulations and less market liquidity causes volatility

    [14:21] High frequency trading makes it difficult for small players

    [16:29] The stock market is partly rigged

    [17:50] What’s the next move for the Fed

    [20:53] Results of the investor sentiment survey

    [21:41] The Fed’s may hike in December

    [22:58] Monetary easing stokes financial inequality

    [24:41] Pushing investors into riskier investments

    [26:28] Infrastructure spending may be in the future for the U.S.

    [27:05] How will a rate hike affect mortgage holders

    [29:16] Mobility is a benefit for Gen Y workers

    [30:25] Risks coming from outside of the U.S.

    Mentions:

    Tony Robbins

    JasonHartman.com

    Garrett Sutton

    Manulife

    John Hancock Asset Management


    CW 585 FBF - Creating Wealth Boot Camp Debriefing & Analyzing Two Real Estate Investor Case Studies Oct 23, 2015
    Show notes

    In this show Jason has a very casual, impromptu (and silly at times) discussion with two of his favorite Investment Counselors, Ari and Sara. You’ll get a debrief on the last Creating Wealth Boot Camp, some investing insights, a “case study” article from The Financial Freedom Report and hear first hand from one of recent our clients who is creating high ROI in this market.

    The next show will feature Jason’s interview with New York Times #1 bestselling author and speaker, Harvey MacKay, as they review his latest book Use Your Head To Get Your Foot In The Door: Job Search Secrets No One Else Will Tell You and some of Harvey’s older works like How To Swim With The Sharks Without Being Eaten Alive.


    CW 584 - Income Property Investing Using Your Self Directed Retirement Plan with Jeff Barnes Oct 21, 2015
    Show notes

    It’s impossible to predict which way the market will turn with any amount of certainty. But there are safeguards in place for you to invest your money into proven outlets. The main investment you should consider is the most historically proven asset class, income property. Financial planners won’t suggest it and Certified Public Accountants may not know key factors to assessing your risk. A real estate investment group may be the only entity you can turn to when you want to make a solid investment.

    Check out our Early Bird pricing for Meet the Masters.

    Key Takeaways:

    Jason’s Editorial:

    [2:26] Fernando discovers he probably should have purchased auctioned homes in Florida

    [9:10] Don’t spend so much time on individual properties

    [10:46] Florida had a lot of properties for sale

    [12:33] Judicial foreclosure markets have a slower market discovery

    [13:36] No one can predict what the market is going to do

    [15:40] An example of one of the properties

    [16:53] Phoenix gets too expensive

    [22:34] We hope to see you on the Orlando Property Tour & Meet the Masters

    Jeff Barnes Guest Interview:

    [24:17] There is a wide array of qualified retirement plans

    [25:52] Two tax codes, Business & Employee

    [27:57] Real Estate investors want to grow their money tax deferred

    [32:13] Diversification of income property inside of your retirement plan

    [34:28] Proving your transactions to the IRS

    [36:56] Many consumers don’t know how to invest

    [39:01] Becoming equity partners as a passive investor

    [41:45] Use the same strategies as bank, a hard money lender

    [44:26] To succeed, maintain control

    [45:08] Jeff’s Wall Street history

    [49:10] A certified financial planner isn’t trained in the #1 historically proven asset class

    [53:48] Wall Street has countless outlets for investment information

    [55:21] 30% of corporate profits in the U.S. come from financial services industry

    Mentions:

    American Auction Network TV

    Zillow

    Ready, Fire, Aim

    JasonHartman.com

    The Ultimate Guide for Self Directed Investing & Retirement Planning

    SelfDirected.com


    CW 583 - Charlie Munger: The Complete Investor, Value Investing with Tren Griffin Oct 19, 2015
    Show notes

    Tren Griffin doesn’t know the current stock price of Berkshire Hathaway and says Warren Buffett probably doesn’t either. Day-to-day ups and downs in the market don’t affect feasible, long-term investments. Value investing, traditionally known as buy and hold investing, approaches investing differently than most low fee indexes. It encourages rational thinking, interest based buying and finding the price mistakes in the market.

    Early Bird pricing for the next Meet the Masters event is now available.

    Key Takeaways:

    Jason’s Editorial:

    [1:29] Orlando Property Tour & Creating Wealth Seminar coming up

    [3:06] What I like about Warren Buffett

    [4:37] Know this about the properties on our site

    [9:39] The Walmart documentary example

    [14:11] Every company has 3 primary audiences - suppliers, stakeholders & customers

    [16:00] Send me an email with good quality sitcoms!

    [18:06] Meet the Masters - Early bird pricing available now!

    [18:30] Dubai in February with the Venture Alliance

    Tren Griffin Guest Interview:

    [19:35] Why write about Charlie Munger

    [20:56] 4 principles of value investing

    [24:11] Munger philosophy of decision-making

    [25:27] 25iq

    [26:34] The key to investing is to find a mistake - FOMO

    [31:40] Markets are difficult to predict in the short term

    [33:37] Aligning investments with interests

    [35:51] Are you willing to do the work required by value investing

    [37:38] The circle of confidence - become a specialist in one area

    [39:50] Munger/Buffett fundamental - Get Rich Slow

    [44:14] Berkshire stock never splits

    [46:12] Following Tren

    [48:03] You can have a life when you are a value investor

    Mentions:

    JasonHartman.com

    Charlie Munger: The Complete Investor

    reviews@jasonhartman.com

    Venture Alliance Mastermind

    25iq

    @trengriffin

    Flash Boys


    CW 582 FBF - 10 Reasons To Carry A Big Long Mortgage with Acclaimed Financial Adviser and Best-Selling Author Ric Edelman Oct 16, 2015
    Show notes

    Jason Hartman talks with acclaimed financial advisor Ric Edelman. Barron’s has six times (2004–2009) ranked Ric Edelman among America’s 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron’s.

    In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine’s list of “America’s Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame.

    As a #1 New York Times best-selling author his five books on personal finance include Ordinary People, Extraordinary Wealth; The New Rules of Money; Discover the Wealth Within You; What You Need to Do Now; and the personal finance classic, The Truth About Money. His sixth book, The Lies About Money, was published in the fall of 2007 by Simon & Schuster and his latest book, Rescue Your Money, was published in the spring of 2008. Ric’s books have been translated into several languages.

    As a national radio show host on ABC Radio Networks, he can be heard on radio stations throughout the country. The live call-in advice program has been on the air for more than 15 years and earned Ric the A.I.R. Award for Best Talk Show Host in Washington D.C. (1993). He also publishes a monthly newsletter, has built one of the most comprehensive and free online educational resources about personal finance at RicEdelman.com, and is the author of video and audio educational systems that help people achieve their financial goals.

    Philanthropic Activities include Rowan University. They also funded the Edelman Nursing Career Development Center at Inova Health System Foundation. Ric served six years on the Board of the United Way of the National Capital Area and in 2007 completed his two-year term as Chairman of the Board. He also serves on the boards of The Boys & Girls Clubs of Greater Washington, D.C., and its foundation. Ric also is a full partner of the American Savings Education Council and the Jump$tart Coalition for Personal Financial Literacy. He is a former board member of Junior Achievement of the National Capital Area and served for three years on the Grants Committee of the Foundation for Financial Planning, where he remains a major donor. They also actively support HEROES Inc., Make-a-Wish Foundation, The Leukemia & Lymphoma Society, and many other charities.

    As Chairman and CEO of Edelman Financial Services LLC. He is also President and Director of Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.Barron’s ranking “Top 100 Independent Financial Advisors” (Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.


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