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Alternatives to Selling Your Home with Host Joe Cucchiara

Alternatives to Selling Your Home with Host Joe Cucchiara

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Have you thought about selling your home, but don’t want to get hammered by taxes? Joe Cucchiara delves into using equity to your advantage by explaining what alternative options you have and how they work to your benefit. Specific topics include: Reverse mortgages Using the rent earned from your home to live elsewhere 1031 exchange…

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Are You Ready or Preparing Financially for Retirement?

We are pleased to welcome back one of our Trusted Advisors, Ron Howard of Siena Wealth Management, back to the show!  He always brings his positive energy and informative topics to the show.  We have known Ron Howard for years, and we can tell you that personally and professionally, Ron is always dedicated, honest, knowledgeable…

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Joe Cucchiara discusses designing an all weather portfolio with Adam Gelhausen and Scott Yang

Sitting in with Joe Cucchiara are Adam Gelhausen and Scott Yang, Senior Portfolio Manager and Senior Wealth Advisors from Silicon Valley Wealth Advisors. After getting to know a bit about our guests Joe find out about the different types of financial planning strategies Silicon Valley Wealth Advisors offers as well as what makes their strategies…

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Innovative financial planning with an international twist with CFP Ariadne Horstman

For the first time ever Joe Cucchiara is combining international real estate with financial planning as he welcomes Ariadne Horstman, CFP of Appreciate Personal Finance. After learning how Ariadne found a career specializing in the international assets, Joe asks our guest to tell us a bit about the international market trends which includes increased mobility…

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