Oct 30, 2023
In this episode host Belle Osvath, CFP® talks with Doug Pugliese who is the Head of 1042 QRP Strategies at Alpha Architect. They discuss 1042 exchanges which allow the owner of a closely held C-Corp to sell their equity to an employee stock purchase plan and defer long-term capital gains as long as they rollover the...
Oct 11, 2023
In this episode host Belle Osvath, CFP® interviews newly minted financial influencer, Colin Day, CFP®. They talk about his thirty-day journey from one follower to over one million video views on Instagram.
They discuss his experience and what he thinks was the key to his success. They also talk about how he...