• Healthy, Wealthy, & Wise Retirement Podcast

  • By: Loren Sherman
  • Podcast

Healthy, Wealthy, & Wise Retirement Podcast

By: Loren Sherman
  • Summary

  • Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
    © INTEGRITY WEALTH MANAGEMENT
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Episodes
  • Bitcoin- Part Two w/ Isaiah Douglass (Ep. 78)
    Dec 10 2024

    Welcome in as we wrap up our conversation with Isaiah Douglass of Swan Bitcoin. Be sure to check out Part One if you missed it, as we lay the groundwork by discussing what Bitcoin is, how it's different than the broad term "cryptocurrency," whether or not it's too late to invest, and much more!

    For today's episode, we tackle some of the below questions:

    -How does the current political landscape impact Bitcoin?

    -How much should investors allocate to Bitcoin?

    -Where could Bitcoin realistically get to in the next 10 years?

    -And since this has been a very pro-Bitcoin conversation, I ask Isaiah to present his strongest argument AGAINST Bitcoin. We will tackle additional challenges to Bitcoin in a future episode, but I found this interesting as Isaiah shared a concern that wasn't on my radar.

    *this episode was recorded in video format, and will soon be available on our channel: YouTube

    Connect with Loren:

    Share More & Get in Touch

    Podcast Page

    More from Isaiah Douglass:

    Twitter | LinkedIn

    Swan Private

    Learn Bitcoin

    (805) 410-3195

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    37 mins
  • Bitcoin- Part One w/ Isaiah Douglass (Ep. 77)
    Nov 27 2024

    Welcome in as Isaiah Douglass of Swan Bitcoin joins the show, and we begin our two-part conversation on one of our most frequently requested topics- Bitcoin.

    Questions we cover:

    -What is Bitcoin and why has it gained in popularity?

    -How is Bitcoin different from the broad term "cryptocurrency?"

    -What problems does Bitcoin solve?

    -What are the characteristics of an "ideal" currency?

    -Does Bitcoin have more of a track record than we might think?

    -How much of a portfolio should be allocated to Bitcoin?

    -Is it too late to invest in Bitcoin?

    *this episode was recorded in video format, and will soon be available on our channel: YouTube

    Connect with Loren:

    Share More & Get in Touch

    Podcast Page

    More from Isaiah Douglass:

    Twitter | LinkedIn

    Swan Private

    (805) 410-3195

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    43 mins
  • Election Thoughts & Tax Legislation w/ Neil Wilding (Ep. 76)
    Oct 30 2024

    Welcome in as my friend Neil Wilding joins the show to discuss the upcoming election, our country’s budget obligations, and how taxes fit into this election and beyond.

    This is a bit of a marathon episode as we have a lot to cover, some of which includes:

    -discussion about "tax risk"

    -mandatory spending vs. discretionary spending

    -discussion about "legislative risk"

    -Tax Cuts & Jobs Act (TCJA)

    *this episode was recorded in video format, so if you'd like to watch, find us on YouTube

    Connect with Loren:

    Share More & Get in Touch

    LinkedIn: Loren Sherman

    Podcast Page

    More from Neil Wilding:

    Request Your Copy of “The New Holistic Retirement”

    *email Hello@IntegrityGuidance.com for your free copy

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    1 hr and 6 mins

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