Best Alan Rhode, CFP®, CPWA®, CEPA®, RLP® Podcasts (2025)

1
Understanding Qualified Small Business Stock (QSBS) 7:28

11M ago7:28

7:28

In this episode of Modern Wealth Insights, we explore the intricacies of Qualified Small Business Stock (QSBS) and its powerful tax advantages. Learn about the eligibility requirements for both companies and investors, the significant benefits, and the potential challenges of QSBS. Discover how strategic investment in QSBS can lead to substantial t…

1
What's Your Business Worth and Why Does It Matter 8:04

1y ago8:04

8:04

In the podcast titled What's Your Business Worth and Why Does It Matter, host Alan Rhode shares: Four reasons why business owners neglect to get a business valuation Five benefits to getting a business valuation Four types of business valuations Thirteen key performance indicators to measure your business against…

1
Pay Off Your Mortgage or Invest 7:06

3y ago7:06

7:06

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college education, or some other goal. Please view our full discl…

1
ESG Investing 4:14

3y ago4:14

4:14

ESG has moved well into the mainstream and offers products and strategies that work for investors’ values while also working towards their goals. Please view our full disclosure here.By Alan Rhode, CFP®, CPWA®, RLP®

1
Taxes and Working Remote 8:36

3y ago8:36

8:36

The movement of workers during the pandemic to live and work in other states has created many residency-related tax questions and issues for companies and employees. Please view our full disclosure here.By Alan Rhode, CFP®, CPWA®, RLP®

1
Maximizing the Value of an Asset Sale: Deferred Sales Trusts 6:27

3y ago6:27

6:27

If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes right? Please view our full disclosure here.…

1
Tax Planning for Retirement 6:19

3y ago6:19

6:19

Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You'll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. Please view our full disclosure here.By Alan Rhode, CFP®, RLP®

1
Benchmarking Your Business For Growth 7:17

3y ago7:17

7:17

Taking a step back from the daily grind and getting perspective on where you are adding value or coming up short can be an excellent way to ensure you are tracking your goals. Working with an outside “sounding board” that has experience with business financial planning and also has your personal wealth goals in mind can bring things together and he…

1
A Plan for Managing Stock Sales: 10b5-1s and SEC Rules 11:16

3y ago11:16

11:16

A Rule 10b5-1 plan is a robust tool for public company executives. Nevertheless, dealing with the complexities of insider trading regulations may require assistance from professionals with expertise in Rule 144, Section 16, and 10b5-1. This is especially true now that the SEC has announced that it may change aspects of the plan’s rules. SEC laws do…

1
Getting to a Closing in a Red-Hot Real Estate Market 6:28

3y ago6:28

6:28

The durability of the now two-year-old housing boom has upended just about everything about the process for buyers and sellers. Despite consistently dwindling inventory and rapidly accelerating mortgage rates, the time houses spend on the market is close to historic lows. The average is 47 days – but there are markets where the list/open house/offe…

1
The Tax Impact of Equity Compensation: The 83(b) Election 7:44

3y ago7:44

7:44

Employees or company founders that receive equity compensation often must cope with complex tax rules. Utilizing the 83(b) election is a valuable method of reducing tax liabilities, though there are some important caveats. Please view our full disclosure here.By Alan Rhode, CFP®, RLP®

1
Stock Options: An Owner’s Manual 7:08

3y ago7:08

7:08

Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. Please view our full disclosure here.By Alan Rhode, CFP®, RLP®

1
Understanding the Fee-Only, Fiduciary Advisor Model 5:10

3y ago5:10

5:10

The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great deal of wealth. Please view our full disclosure here.By Alan Rhode, CFP®, RLP®

1
The Mid-Point of Your Career: Creating Options in Life 7:09

3y ago7:09

7:09

Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your late 50s or early 60s. Please view our full disclosure here.…

1
Estate Planning for Small Business Owners 5:05

3y ago5:05

5:05

Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create a multi-generational family enterprise, there’s one area of risk you shouldn’t be taking. Please view our…

1
Small Business Retirement Plans 8:35

3y ago8:35

8:35

Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension (SEP) plan, and a SOLO 401 (k). Please view our full disclosure here.…

Podcasts Worth a Listen

Alan Rhode, CFP®, CPWA®, CEPA®, RLP® Podcasts

Podcasts Worth a Listen

1
Under the Iceberg

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

1
Understanding Qualified Small Business Stock (QSBS) 7:28

1
What's Your Business Worth and Why Does It Matter 8:04

1
Pay Off Your Mortgage or Invest 7:06

1
ESG Investing 4:14

1
Taxes and Working Remote 8:36

1
Maximizing the Value of an Asset Sale: Deferred Sales Trusts 6:27

1
Tax Planning for Retirement 6:19

1
Benchmarking Your Business For Growth 7:17

1
A Plan for Managing Stock Sales: 10b5-1s and SEC Rules 11:16

1
Getting to a Closing in a Red-Hot Real Estate Market 6:28

1
The Tax Impact of Equity Compensation: The 83(b) Election 7:44

1
Stock Options: An Owner’s Manual 7:08

1
Understanding the Fee-Only, Fiduciary Advisor Model 5:10

1
The Mid-Point of Your Career: Creating Options in Life 7:09

1
Estate Planning for Small Business Owners 5:05

1
Small Business Retirement Plans 8:35