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Tricks of the Rich

Business Education

Activity Overview

Episode publication activity over the past year

Episodes

SHOCKING! Top Estate Planner Claims: "Most Taxes are Optional"

22 Apr 2021

Contributed by Lukas

10 out of 10 People Die...Estate Planning is a MUST!!

06 Apr 2021

Contributed by Lukas

Pay For A Better Divorce, to Save Money (Yep!)

02 Mar 2021

Contributed by Lukas

Coaching Makes Rich Folks More Productive

24 Feb 2021

Contributed by Lukas

Most of us have friends, family members, colleagues and business partners who could benefit from a coach to live life at a higher, more productive lev...

So You're Getting Divorced...What To Do First

12 Feb 2021

Contributed by Lukas

Navigating a divorce is challenging not only emotionally, but financially. Given the legal wranglings, emotional stress and psychological impact invol...

If You Have a BODY, You NEED an Estate Plan! Here's a Crash Course

19 Dec 2020

Contributed by Lukas

How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insuran...

BIG News for Homeowners - CA's Prop 19 Passed! What Does It All MEAN!??

08 Dec 2020

Contributed by Lukas

Do you struggle to understand the intricacies of Prop 19? You're in luck! Because in today's episode, we're grilling two of our favorit...

Your Car...Probably Your Second Most Expensive Thing

27 Nov 2020

Contributed by Lukas

Most normals spend the largest portion of their income on housing, and the second largest chunk on transportation...which often means a car. It's...

Real Estate 102 - Use It, Don't Lose It...Protect Your Property..."NO REGERTS!"

10 Oct 2020

Contributed by Lukas

Our experts, Realtor Denise and Estate Attorney Joel, are here to keep you from making DIRE mistakes when buying, owning, and selling real estate...mi...

Real Estate 101 - Would You, Could You, Should You Buy It?

10 Oct 2020

Contributed by Lukas

Today I'm grilling Real Estate Guru Denise and Financial Guru Clay to learn what's so great about owning a home, or owning property as an in...

Joel and Jen Make an Estate Plan! - Part 3

28 Sep 2020

Contributed by Lukas

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family...

The Second-Toughest "B" Word...BUDGETING. Part 2 of 2.

28 Sep 2020

Contributed by Lukas

A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normals gradu...

The Second-Toughest "B" Word...BUDGETING. Part 1 of 2.

28 Sep 2020

Contributed by Lukas

A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normies gradu...

Joel and Jen Make an Estate Plan! - Part 2

23 Sep 2020

Contributed by Lukas

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family...

Joel and Jen Make an Estate Plan! - Part 1

21 Sep 2020

Contributed by Lukas

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family...

Trusts, Real Estate, Stocks, Rates, Leverage SUPERCHAT

04 Sep 2020

Contributed by Lukas

We got carried away the last time we recorded, and our last show was already almost too long...so consider this an "epilogue!" Our money mag...

What Experts Make Sure Their Rich Clients Know

04 Sep 2020

Contributed by Lukas

Our financial advisor, realtor, and estate planning expert share what they make SURE their clients know, from their very first meeting together. 

Your Relationship with Money...Friend or Foe?

26 Aug 2020

Contributed by Lukas

Let's dig into the hangups and obstacles people have around understanding, earning, and mastering money, so we can eliminate them!There's a ...

Introducing the "Trick$ of the Rich!"

26 Aug 2020

Contributed by Lukas

"Rich people don't work for their money - their money works for them."​This is true...and it doesn't seem fair. But this is GOOD...