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Cooking Up Wealth

Host, Chris Jackson, is a certified financial planner and founder of Lionshare Partners, a wealth management firm. The Cooking Up Wealth Podcast is dedicated to educating law students, associates, partners, in-house counsel, self-employed and district attorneys about personal finance and building wealth. We tackle the hard topics like the best ways to pay off student loans, prudent financial planning, retirement savings, tax planning, real estate investing, starting a business and living the American dream. Learn more at www.TheJDAdvisor.com!

Episodes

Universal Life Insurance Lawsuits Underscore Product Risk

0s · Published 30 Nov 18:46

Attorneys need to be vigilant with their Universal Life (UL) policies and get a second opinion from a fee-only fiduciary. Because UL policies contractually allow insurers to adjust insurance costs up to a maximum rate (sometimes an increase into the double and triple digits on a percentage basis) based on certain factors. Time after time,

Partial Repeal of Prop 13 and Avoiding Capital Gains with the New Opportunity Zone Tax Credit

0s · Published 30 Nov 18:35

Two years from now, California voters may have a chance to touch the third rail of state politics…proposition 13. A coalition of good-government groups, social justice organizations, affordable housing advocates and teachers unions held press conferences across the state today announcing they had submitted signatures for a measure that would significantly increase property taxes on

Five Strategies to Consider When Your Spouse’s Business Has a Net Operating Loss

0s · Published 30 Nov 18:21

If you’re trying to find ways to deduct those losses against your attorney income or restructure your investments this is a great episode to pick up some tips. Tax reform made a lot of good changes in the tax law for the small-business owner. But the changes to the net operating loss (NOL) deduction rules

Cooking Up Wealth has 3 episodes in total of non- explicit content. Total playtime is 0:00. The language of the podcast is English. This podcast has been added on August 24th 2022. It might contain more episodes than the ones shown here. It was last updated on October 12th, 2022 22:55.