In this episode, we dive into the evolving role of AI in investment strategies with David Marra, co-founder and CIO of Markin Asset Management. With over three decades in the financial industry and two decades specifically focused on AI, David brings a unique perspective on how this technology is transforming investment landscapes. Join us as we explore the future of AI in investing and gain insights from an industry expert!

Check out David's bio HERE

David's Blog

https://markinfunds.com/insights-blog

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new investment opportunities. We’ll also cover the advantages of Delaware Statutory Trusts (DSTs) as a passive investment option, and much more.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate and trust settlements, the importance of proper estate planning, and the process of transferring assets. We’ll also learn more about Josh’s unique approach to estate settlements through his company, Anodos Advisors.

About Josh:

Josh Yager is a recognized expert on the management and oversight of trust assets. He lectures and writes extensively on the policies, procedures, and practices for the prudent administration of trusts. Josh has testified as an expert witness in the California Courts and is the Managing Partner of Anodos.

View The Estate Settlement Risk Assessment HERE

The EstateValue Service

https://drive.google.com/file/d/1XJNRxiMeT7lnGToGuwF6MskLx1dQtk_a/view?usp=sharing

Schedule a Call with Josh: https://calendly.com/josh-trustee-help

Watch the Estate Vault Video https://www.youtube.com/watch?v=RX3ycvr1O0I

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623