#010 Quick Take: Put Money In Its Place
Artisan Money Craft
Beth takes a minute to reflect on the tendency to make money your master.
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#009 Financial Planning Basics: Income
Artisan Money Craft
Beth and Cheryl discuss the first topic of financial planning; Income. ***Disclaimer*** Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered by CES Insurance Agency or Artisan Financial Group. Tax preparation services offered by Artisan Financial Group are separate and unrelated to Commonwealth.
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#008 Reverse Mortgages with Jake Droge
Artisan Money Craft
In this episode, Jake Droge gives us an introduction to the topic of Reverse Mortgages. This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation. Reverse Mortgages are subject to risk including possible foreclosure, high fees and interest payments, and they may negatively impact your eligibility for various state and federal benefits. Please contact your financial professional for more information specific to your situation. Jake Droge, NMLS# 403695 Open Mortgage Corp....
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#007 An Introduction to Real Estate Investment Trusts
Artisan Money Craft
In this episode, we chat with Jon Sampson about a high-level overview of what a Real Estate Investment Trust is and how they work. ***Disclosure*** A nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. Nontraded REITs are generally illiquid securities for which no public market exists. As such, investors may be unable to liquidate the security at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk...
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#006 Long Term Care with Bill Comfort
Artisan Money Craft
In this episode, we chat with Bill Comfort about Long Term Care Insurance.
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#005 Financial Education in the schools
Artisan Money Craft
In this episode, we discuss with Bob Kaitz from Best Prep about Financial Education in schools.
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#004 Ethos and ESG Investing
Artisan Money Craft
Using the Ethos Screening tool to invest in a way aligned with your values with Luke Wilcox.
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#003 Estate Planning for the family cabin
Artisan Money Craft
In this episode I chat with David Westbrock. We talk about how to start a conversation around what happens to the family cabin upon your passing.
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#002 Timely tax updates with Steve Billings
Artisan Money Craft
In this episode I chat with Steve Billings and talk about items to consider for the 2022 tax season.
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Welcome to Artisan Money Craft
Artisan Money Craft
As someone who works outside the financial services industry, it's not uncommon to have very little knowledge or experience with financial products and services available to you. After all, this isn't something they teach us in highschool or even in college. This can leave you exposed to making financial mistakes. At the very least, it can leave you feeling confused.
info_outlineIn this episode, we chat with Jon Sampson about a high-level overview of what a Real Estate Investment Trust is and how they work.
***Disclosure***
A nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. Nontraded REITs are generally illiquid securities for which no public market exists. As such, investors may be unable to liquidate the security at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested. There is no assurance that the investment objective will be attained.