Your Money & A Cup of Joe

In the latest installment of Your Money & A Cup of Joe, Joe and Ryan step outside of the typical wealth management conversation to address how wealth is ultimately generated in the first place. Listen as he discusses the benefits, as well as challenges, associated with entrepreneurship. Despite being the single fastest and most effective means of generating significant wealth, there are plenty...

One of the biggest concerns facing affluent families today is how to manage their wealth, so that it achieves a few different goals. They want to continue to grow their wealth, they hope to transfer their wealth to younger generations, to align the use of their wealth with the values and ideals the family holds dear, and to protect the wealth from creditors. Often the best place to start is to ens...

Believe it or not, it’s not always easy to inherit significant wealth. Many inheritors feel tremendous pressure to prove that they deserve the money. That pressure can lead to great things or big problems, depending on how well they navigate the situation. On the latest installment of Your Money & A Cup of Joe, we're exploring ways that inheritors can feel more validated and comfortable with w...

Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can be a great tool to help safeguard your wealth overall. On the latest installment of Your Money & A Cup of Joe, we're taking a deep dive into various asset protection strategies to help you build a wall around your wealth. Joe will describe specific solu...

Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next! On the latest episode of Your Money & A Cup of Joe, we're taking a look at how a well-designed succession plan can reduce this risk altogether and help facilitate a transfer that leaves every family member satisfied. This is a regular co...

On the latest episode of Your Money & A Cup of Joe, we're diving head first into a topic that doesn't get too much attention these days! Life insurance is a topic that doesn't often get people excited in the same way that other financial solutions, like investments, do. However, it's actually one of the most flexible and versatile tools you can have within your wealth planning toolkit. So join...

In the latest installment of Your Money & A Cup of Joe, we explore the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can be hazardous to the overall wealth. It takes proper...

We all have various personality traits. Some of us can be introverts while others are extroverts. But did you know that you also have a wealth personality type, which can have a big impact on your decisions as you pursue your financial goals? On the latest installment of Your Money & A Cup of Joe, we're diving into the various high-net-worth personality types that exist in today's day and age....

On the latest installment of Your Money & A Cup of Joe, we're exploring the topic of being a savvy negotiator, which is a skill that comes in handy both professionally and personally! Highly successful self-made multimillionaires, high-caliber professionals, and other high achievers are typically extremely successful negotiators throughout their day-to-day interactions. Listen as Joe highlight...

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite? In the latest installment of Your Money & A Cup of Joe, we explore an array of skill...

Affluent families and individuals want to make smart decisions about their wealth, which is exactly why so many of them seek out top financial professionals for advice and guidance. But, it turns out that superior technical expertise in investments and other areas of finance isn’t enough. Those advisors who are truly elite and who can best help their clients, possess an additional quality that’s j...

Welcome to Your Money & A Cup of Joe! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance. In our inaugural episode, we introduce you to Joe Calao, Senior Vice President-Wealth Management at the Calao Wealth Management Group, who is working with his clients to discuss their vision...