Tag Archives: Investing

An Expert Conversation on Alternative Investments with Dave Jensen from Sandlot Partners (Ep. 23)

October 11, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthAdvisors, Blue Barn Wealth, Data, Entrepreneurs, Financial, Founders, Investing, Partners, Planning, Podcast, Portfolio Planning, Retirement, Savings, Your Path to Real WealthYour-Path-to-Real-Wealth

When it comes to alternative investments and deciding how to diversify your portfolio, how much you should be investing, and the risk that comes with it, you need an expert to help guide the way.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D. CFP®, are joined by Dave Jensen, an expert in the alternative investment space. Around three years ago Dave co-founded a private investment firm called Sandlot Partners, focused on two key areas: experts and alignment.

Dave discusses:

Some alternative ways you can diversify your portfolio
Some drawbacks when considering the risks that come with these types of investments
Alignment and what that means for Sandlot Partners
Some of his successful alternative investments
And more

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About Our Guest:

Dave Jensen is the Co-Founder & Managing Partner of Sandlot Partners, an independent private investment firm. Sandlot partners with exceptional founders and management owners who believe in the long-term potential of their business and provides them with growth capital, strategic guidance, and/or partial liquidity. Sandlot’s investors include family offices and strategic individuals that provide patient capital and seek strong alignment.

Dave is a Co-Founder of Beacon Data, an expert data strategy and implementation consultant serving the private equity community. Helping tech and business leaders solve pain points and drive value through modern data infrastructure, analytics, and AI. Guiding light to companies serious about digital transformation and turning data into a strategic advantage.

Dave enjoys spending time outdoors with his wife Liz and their 5 children. In addition to being an avid golfer, skier, hiker, and movie watcher, Dave is a former professional baseball player (KC Royals 3rd-round pick). Dave also volunteered and worked in Latin America over 3 years where he became passionate about and keeps up with the amazing people, culture, and Spanish language.

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Solo 401k Planning with Rachel Nabers (Ep. 20)

August 23, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth401K, Blue Barn Wealth, Entrepreneurship, Financial, Investing, Online Business, Podcast, Saving, Small Business, Succession Planning, Your Path to Real WealthYour-Path-to-Real-Wealth

Do you have a side business, or are you an entrepreneur looking for a way to save independently for retirement?

Are you aware of the inner workings of a solo 401k and how it differs from a regular 401k?

We have the answers you need!

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, are joined by Rachel Nabers, one of the world’s experts in solo 401k’s, to discuss what exactly they are and how you can use them.

Rachel discusses:

How COVID-19 has affected the onset of one’s career
Insights on what the future of online business models looks like
Contribution limits for a solo 401k
Mega backdoor Roth contributions: what they are and how they work
And more

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Connect with Blue Barn Wealth:

About Our Guest:

Rachel Nabers is one of the leading experts on solo 401k plans. She has a passion for helping entrepreneurs, solopreneurs, and small business owners, who she views as the backbone of the US economy. Rachel works side by side with her husband, Jeff Nabers, CEO and founder of solo 401k.com.

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Discover The Power of 1031 Exchanges with Lonnie Nielson (Ep. 19)

August 9, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth1031 Exchange, Blue Barn Wealth, Capital Gains Taxes, Financial, Financial Planning, Investing, Podcast, Property Investment, Real Estate, Tax Strategies, Your Path to Real WealthYour-Path-to-Real-Wealth

Are you a property investor looking to maximize your profits while minimizing your tax liability?

Join Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® for this exciting new episode that dives deep into the world of 1031 exchanges.

Listen in as they are joined by Lonnie Nielson, a specialist in 1031 exchanges and the Transaction Coordinator at 1031 Pros. Together they explore the ins and outs of this tax-saving tool and how it can benefit real estate investors.

Gain insight into:

The definition and concept of a 1031 exchange and how it benefits investors
How a broad range of properties can qualify for a 1031 exchange
A few of the timeframes and guidelines associated with 1031 exchanges to ensure compliance and avoiding unnecessary tax burdens
Real-life examples that demonstrate the evolution of 1031 exchanges
And more

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About Our Guest:

Lonnie Neilson has been involved with 1031 exchanges for over 30 years. He started his firm, 1031 Pros early in his career, and has assisted investors with over 18,000 exchanges over the years. Lonnie has a Bachelor of Science (BS) in Financial Planning from Brigham Young University.

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Investment Strategies at Blue Barn Wealth (Ep.7)

January 11, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Financial, Goals, Investing, Investments, Podcast, Retirement, Your Path to Real WealthYour-Path-to-Real-Wealth

Choosing an advisor for your financial journey should mean partnering with someone who makes you feel comfortable.

In this episode, Jeff, Benjamin, and Hyrum discuss some of their investing strategies that can help you achieve your long-term financial goals, such as enjoying a comfortable retirement.

Jeff, Benjamin, and Hyrum discuss:

Why the average investor over the last few decades made a much lower return than what the markets would’ve allowed them to achieve
The first steps they take when working with new investors
Why you should diversify your investments, especially when pursuing long-term goals
The dangers of being an overconfident and undereducated investor
And more

Resources:

The Blue Barn Wealth Way: Key Offerings and Expertise (Ep.6)

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Meet Benjamin Cummings, PhD, CFP® (Ep.2)

November 2, 2022Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Business, Business Podcast, Finance, Financial Podcast, Investing, Podcast, Real Wealth, Your Path to Real WealthYour-Path-to-Real-Wealth

Benjamin loves working with anybody who wants to improve their financial situation.

In this episode, Benjamin Cummings, a partner at Blue Barn Wealth, provides insight about who he is and how he helps make a difference for others seeking financial advice.

Benjamin discusses:

His journey to becoming a financial advisor
How he strives to make a difference with each interaction
How his two jobs overlap
How he is involved in the community and how it inspires him to be better
And more