Upside Insights

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit

Bonus Episode - Investment Strategies, Market Trends, and More

Our Director of Investor Relations, Rosch Wadera, sat down with Casoro Group's Connor Lee-Wen to discuss real estate investment strategies, market trends to stay ahead of and more.

LinkedIn: https://www.linkedin.com/company/upsideavenue

Instagram: https://www.instagram.com/upsideavenuereit

Ep 17 - What am I investing in?

When Investing, it is important to know where your money is going.

Investing with Upside Avenue means purchasing shares of a real estate investment trust, REIT.
Pooled together with other investors, the money is used to purchase multi-family properties.

Enjoy this episode!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 16 - What is DRIP?

DRIP, or dividend reinvestment plan, is a program that helps investors automatically reinvesting their dividends into more shares. Watch this video to learn about how DRIP works.

Enjoy this episode!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 15 - What are Dividends and Appreciation

Dividends and appreciation are two ways you can earn returns from a real estate investment trust, or REIT. Watch this video to learn about what they are and how they work.

Enjoy this episode!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 14 - What is a REIT and how do they work?

REIT, or real estate investment trusts, are an alternative form of investments that are modeled after mutual funds. Watch this video about REITs to learn about what they are and how they work.

Enjoy this episode!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 13 - Maximizing Your Retirement Contributions with Diana Hoff

In our first Educational Webinar series of 2021, Diana Hoff to discusses steps and tricks to make sure you are:

Taking advantage of all the options to grow your retirement accounts

Not leaving money on the table.

Enjoy this episode with Diana Hoff!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 12 - Evaluating Risk Tolerance with Bruce Doole

Before investing, it is important to understand the risks that can affect your portfolio. Bruce Doole, President of Permanent Value, discusses the following factors of Evaluating Risk Tolerance:

How to match risk tolerance to actual investments.

Helping investors fully understand the impact of matching their risk tolerance to their portfolio in volatile markets.

Tracking the risk of changing portfolios as they add larger retirement accounts or inheritance.

Understanding the risks of their goals over the long term.

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 11 - Investing for Retirement with Rohan Nayak

In our latest educational webinar, guest speaker Rohan Nayak, Investment Advisor & Certified Financial Planner, will host Upside Avenue’s monthly Educational Webinar series. Rohan Nayak discusses:

How and when to start planning.

How to be organized while planning.

Deciding when is the right time to being investing.

Evaluating the risks of the markets.

Enjoy this episode with Rohan Nayak!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 10 - How to Protect My Investments with Jim Denholm

In this Upside Avenue Educational Webinar, guest speaker Jim Denholm, Founder and CEO of IronBridge Private Wealth talks about investing during times of volatility. Jim addresses:

Why diversification fails when you need it the most.

The two biggest mistakes investors make and how to avoid them.

Foundations of building a reliable investment process.

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 9 - Estate Planning Tips with Justin Buddy Arce

Wealth Manager, Justin Buddy Arce, RICP®, NSSA®, from NWF Advisory, is back to give us expert estate planning tips on avoiding probate and estate taxes.

Enjoy this episode with Justin Buddy Arce!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 8 - Upside Insights: Business Succession and Exit Planning with Joseph Seetoo

Are you a business owner looking to retire soon? Don’t miss this webinar on Business Succession and Exit Planning where guest speaker Joseph Seetoo, CFA, CFP®, CEPA, Senior VP of Morton Capital addresses:

Why there is a need for business succession and exit planning

What is exit planning

What you need for a successful business transaction

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 7 - Financial Impacts of Divorce with Dennis Bielik

Divorce is a major life event that forces a change in your financial plan. Managing Director Dennis Bielik, CFA, CFP®, FRM from TCG Advisors and author of Money Management Mindset: A Guide to Help You Prepare for the Expected and Unexpected addresses:

• Financial assets that can be affected by divorce

• How divorce financially affects women

• How divorce financially affects men

Regardless of how you feel about your new marital status, planning is crucial, and you don’t want to miss this webinar.

Enjoy this episode with Dennis Bielik!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 6 - IRA Help with Haley Gant

Haley Gant from Quest Trust company shares how IRA is different from brokerage accounts, the importance of diversifying your investments, and advantages of Self Directed IRAs in the latest Upside Insights. Haley also highlights key things investors need to be aware of when investing in IRAs.

Enjoy this episode with Haley Gant!

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 5 - How to Teach Children About Money

Money and wealth can be a hard topic of discussion with children. Kip Kolson, President of Family Wealth Leadership and author of "You Can Have It All—Wealth, Wisdom, and Purpose” shares principles and actionable steps that help teach children of all ages how to value and manage money.

Kip will answer questions like:

How early can I start teaching my children about money?

Is it too late for my older children?

How do I keep wealth from devastating my family?

Walk away with confidence in how to teach your children proper stewardship of money and be one step closer to creating a stronger family.

Enjoy this episode with Kip Kolson

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 4 - How to Make My Money Flow with Anna Sergunina

Anna Sergunina, founder and president of MainStreet Financial Planning, gives you a simple and effective system to make sure your income and investments are flowing the right direction - toward your upside!

She answers questions like: How do I plan my finances if I have irregular income (from commissions, contracts, or side-hustles)? What are the best FREE tools to use to implement the Money Flow System? How should investments factor into the Money Flow System?

Enjoy this episode with Anna Sergunina

Check out our websites to learn more!

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 3 - How to Invest More Tax-Efficiently with Justin Buddy Arce

Curious about what tax categories your investments fall under? Interested in learning what kind of investments help you reduce your tax liability? In this podcast episode, Justin Buddy Arce, Financial Advisor from NWF Advisory Group talks about

When and how to pay taxes
What taxes to pay
The various tax categories for your investments

Enjoy this episode with Justin Buddy Arce.

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Ep 2 - Upside Insights with Chris Palmisano

Do you want to know how you use your IRS or Employers 401K to invest in Real Estate? Chris Palmisano of Rocket Dollar gives tips on how you can use these accounts to invest in real estate.

#upsideinsights #upsideavenue #financialadvice #personalfinance #investing #investments #IRA

LinkedIn: https://www.linkedin.com/company/upsideavenue/

Instagram: https://www.instagram.com/upsideavenuereit/

Disclaimer for podcast:

This podcast is provided for general information purposes only and does not constitute legal or professional advice. No listener should act on the basis of any material contained in this podcast without obtaining proper legal or other professional advice specific to their situation.

Ep 1 - Upside Insights with Daniel Ortega

Daniel Ortega from Vantage IRA joins Upside Avenue in our latest Upside Insights to explain what are Self Directed IRAs, Traditional IRAs, and Roth IRAs.