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My Core Intentions

Oct 26, 2021

[00:13] Introducing today’s guest, ‘Denis Shapiro’.
[02:39] A brief bio on Denis.
[03:54] One word that describes Denis.
[05:06] Denis dives into his finance career.
[09:01] Denis’ favorite asset class.
[11:39] Where the market is headed.
[07:11] Start of current private equity fund venture.
[09:02] Defining...


Oct 19, 2021

[00:17] Introducing today’s guest, ‘Esther Reizes-Lowenbein’.
[02:34] A brief bio on Esther.
[03:47] One word that describes Esther.
[04:19] Esther’s personal and professional life.
[06:28] Defining moment for Esther.
[05:26] Start of career in real estate.
[07:11] Start of current private equity fund...



Oct 5, 2021

Timeline:

[02:45] Introducing today’s guest, ‘Kaaren Hall’.

[03:37] In one word, describe yourself.

[04:03] A brief history from Kaaren Hall.

[05:40] Kaaren explains what a self-directed IRA actually is.

[06:52] Difference between a Roth IRA and a traditional IRA.

[11:15] 529 college accounts, ESA’s, SEPs,...