show episodes
 
Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need need help planning how to tackle these financial headwinds, then this is the show for you! New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at CaffeineCashFlow.com. Or call 702-767-4897.
  continue reading
 
Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
  continue reading
 
Industrial Insights is a podcast that highlights the market dynamics, high level strategies, and in the trenches tactics for tenants and owners of industrial real estate. Each episode is designed to take hard fought wisdom from practitioners and break it down into insights that can drive better commercial real estate decision making. The host, Justin Smith, shares his experiences from 16 years in the business and brings in industry experts to discuss critical aspects of successful industrial ...
  continue reading
 
Loading …
show series
 
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this two-part series, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspectives. Part one bro…
  continue reading
 
Michael Bucci, an investor in the industrial asset class, shares his journey and approach to investing in industrial real estate. He focuses on value-add properties for warehousing and distribution, with a preference for multi-tenant spaces. Bucci emphasizes the importance of understanding the market and the needs of the owners when approaching dea…
  continue reading
 
In this episode, Justin Smith interviews Ralph Asher, an expert in network design and optimization. Ralph shares his background working at Target and General Mills, where he focused on supply chain design. He discusses the challenges and opportunities of network design during mergers and acquisitions, as well as the importance of data management in…
  continue reading
 
Eric Ruehle of West Harbor Capital discusses the company's background and their focus on the industrial real estate market. They specialize in value-add investments in the Southern California region, with a deal size of $10 to $50 million. Ruehle emphasizes the importance of relationships in the industry and the value of high barriers to entry, suc…
  continue reading
 
In this episode of Industrial Insights, Chris Vasilian discusses tenant representation frequently asked questions. The two main topics covered are the need for office space with a small warehouse component and the decision between lease renewals and relocations. Chris explains the different options for combining office and warehouse space and the c…
  continue reading
 
Chinese 3PLs are increasingly leasing space in the Inland Empire, Orange County, and LA County due to the growth of manufacturing in China and the need for storage and distribution in the US. Despite initial concerns about the financial stability of these companies, many have honored their commitments and even received security deposit refunds. Lan…
  continue reading
 
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this two-part series, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspectives. From underst…
  continue reading
 
Rob Guthrie, founder of Guthrie Development, shares his experience in industrial real estate, specifically in condo conversions and value-add strategies. He discusses his background in real estate development and his specialization in small industrial buildings for sale. Rob emphasizes the importance of location and demographics when considering co…
  continue reading
 
In any sport, it is often the smallest, most consistent actions that make the biggest difference. In today’s episode, Michael shares insights from his experience coaching youth baseball to show that this philosophy is just as important in financial planning as it is on the field. Listen in as he shares 15 “little things” that everyone should focus …
  continue reading
 
In this episode, Justin Smith interviews Michael Schulte of Intralog about setting up a warehouse and the role of brokers in the process. Intralog is a material handling systems integrator that brings data-driven design to customers who may not have access to it. They discuss network optimization, which involves using mathematical optimization to m…
  continue reading
 
Are you ready to take your financial planning to the next level? In this episode of Caffeine and Cash Flow, Michael and Ben explore the timeless wisdom of legendary coach, John Wooden. Wooden's Pyramid of Success has guided countless individuals to greatness, both on and off the court, and has some powerful takeaways for your everyday life and fina…
  continue reading
 
When it comes to investing, the term 'diversification' is often tossed around, but what does it truly mean to diversify your portfolio? Is it as easy as sticking to the S&P 500 index the to achieve wealth management success? In this episode, we’ll answers these questions and dive into the latest returns by asset class to help you better understand …
  continue reading
 
Each generation is currently navigating a unique part of the retirement planning experience. With many Baby Boomers preparing for the transition into retirement and Generation X close behind, these two generations are asking a handful of financial planning questions. In today’s episode, we’ll share insights into the unique concerns that echo across…
  continue reading
 
Have you ever considered how you’ll safeguard your financial legacy for the next generation? Today we want to dive into some of the technical aspects of estate planning and the crucial role it plays in retirement strategy. Estate planning can be as complex as it is important, but Michael will demystify the process, providing clarity on how to shiel…
  continue reading
 
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…
  continue reading
 
At the most fundamental level, a change of ownership adds another party to the agreement that was not present during the initial negotiations. There are times when nothing changes except for the property manager and life goes on. However, a new landlord is usually a sign of change to come.De către Justin Smith
  continue reading
 
If you're an appraiser, tenant, or landlord involved in R&D industrial properties, this video is a must-watch! Unlock the insights that lead to successful appraisals and leasing experiences. Hit the play button now and subscribe to our channel for more industry expertise and advice.De către Justin Smith
  continue reading
 
For companies operating ten locations or more, efficient lease administration is essential to keep track of crucial dates, financial details, rights, responsibilities, reconciliations, and option dates. In this video, we explore how lease administration software, a part of the thriving property technology (PropTech) industry, can revolutionize the …
  continue reading
 
Could the US elections be the market mover that investors have been fretting over, or is that just political noise clouding the bigger financial picture? It’s time to talk about the upcoming election and what it could mean for investors over the next two years. We're not just skimming the surface; we are diving into the data to see how investments …
  continue reading
 
Who knows what this year will bring our way, but there’s plenty of noise everywhere you look. With the election ahead and everything else happening around the world, the noise can become a distraction for your financial planning. Today we’ll breakdown why a long-term strategy is your financial compass in a sea of sensational headlines and market sp…
  continue reading
 
Moving machinery, equipment, and delicate lab materials require meticulous planning and preparation to ensure a seamless transition. In this informative video, we delve into the specific concerns and crucial steps you need to take when relocating such sensitive items.De către Justin Smith
  continue reading
 
Congratulations on successfully completing your move! As you settle into your new space, it's essential to address several crucial post-move housekeeping items to ensure a seamless transition. In this comprehensive video, we'll guide you through the necessary tasks to take care of after the move, so you can start fresh in your new surroundings.…
  continue reading
 
For those who are fortunate enough to generate significant wealth for their family, trying to preserve that wealth for multiple generations is often the much greater challenge. It takes much more than smart investing and asset management to create and sustain family wealth. The stats tell us that just 10 percent of generational wealth lasts beyond …
  continue reading
 
Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW. 👉 Click here to learn more and join 1,000+ financial advisors at the Summit. No boring PPT presentations. No vendors. No sponsors. Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and pr…
  continue reading
 
The stats tell us that just 10 percent of generational wealth lasts beyond the third generation, and you can point to a variety of reasons for that to be the case. Most people that get to this point want their family to be taken care of for decades to come, but not everyone takes the necessary steps to achieve unity to within their family. Here are…
  continue reading
 
In the process of transitioning to a new space, careful planning is crucial. Beginning 90 days before the move, considerations include securing machinery permits and certifications, bidding and selecting a suitable moving company, and addressing specialized needs for industrial equipment. Inventorying furniture, managing insurance paperwork, obtain…
  continue reading
 
We explore the essential considerations when upgrading older manufacturing buildings to meet modern distribution needs. In Southern California, a substantial portion of available properties were constructed during the sixties, seventies, and eighties, making it crucial to adapt these structures for distribution purposes effectively. Join us as we u…
  continue reading
 
In this episode, Justin Smith brings in Greg Hanoian from United Material Handling to delve into the intricacies of material handling, timelines, and considerations for setting up warehouses. Joined by Chris Vassilian, they explore the basics of material handling and its growing importance in client conversations. The discussion covers essential co…
  continue reading
 
We explore the crucial advantages of conducting job walks with general contractors and how they contribute to the overall success and efficiency of construction projects. Gone are the days when contractors simply show up, give a bid, and the project begins. As projects scale up in size and complexity, job walks play a pivotal role in the constructi…
  continue reading
 
To succeed, it's essential to establish clear cost expectations from the outset. By fixing costs upfront, tenants and landlords can set the foundation for a successful construction journey. Learn about the critical role of good space planning and architect work in the early stages of a project. A pricing plan, combining architectural drawings and e…
  continue reading
 
Justin Smith welcomes John Haber, Chief Strategy Officer at Transportation Insight Holding Company to discuss the intricate world of supply chain and logistics, shedding light on the challenges faced by executives in the e-commerce and shipping sectors. Drawing from his extensive experience, John shares insights into the evolving landscape, touchin…
  continue reading
 
Justin Smith and Grant La Bounty delve into the complexities of consolidation in the industrial real estate market. They discuss the challenges businesses face when managing multiple locations, especially when dealing with different lease expiration dates and landlords. They explore potential win-win scenarios, shedding light on market dynamics and…
  continue reading
 
Discover how cities' increasing understaffing and longer turnaround times have made permit approval a time-consuming challenge. However, there are actionable solutions to overcome these obstacles. One option is to invest in expedited turnaround times, which can fast-track your project. Alternatively, consider hiring a third-party expediter, someone…
  continue reading
 
Private landlords tend to be cautious with their spending, holding onto cash until a tenant is secured. This can mean minimal upfront investment in preparing the space. On the other hand, institutional landlords take a proactive approach by investing in the space upfront, even without a confirmed tenant. This trend of increased institutionalization…
  continue reading
 
Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. A lot of the things we’re going to be talking could make you lose over the long run, but we want to share what we’ve le…
  continue reading
 
Loading …

Ghid rapid de referință