Under the Iceberg
Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership.
Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance.
Disclaimer: “Under the Iceberg” is for informational purposes only and should not be considered professional financial advice. Consult with a qualified professional before making any financial decisions.
Content is believed to be accurate as of the publication date; however, no warranty of accuracy is given. External links are provided for convenience, with no endorsement implied.
For inquiries or feedback, reach out to alan@modernwealthllc.com.
Episodes
16 episodes
Understanding Qualified Small Business Stock (QSBS)
In this episode of Modern Wealth Insights, we explore the intricacies of Qualified Small Business Stock (QSBS) and its powerful tax advantages. Learn about the eligibility requirements for both companies and investors, the significant benefits,...
•
7:28
What's Your Business Worth and Why Does It Matter
In the podcast titled What's Your Business Worth and Why Does It Matter, host Alan Rhode shares:Four reasons why business owners neglect to get a business valuationFive benefits to getting a business valuationFour ...
•
8:04
Pay Off Your Mortgage or Invest
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your nee...
•
7:06
ESG Investing
ESG has moved well into the mainstream and offers products and strategies that work for investors’ values while also working towards their goals. Please view our full disclosure here.
•
4:14
Taxes and Working Remote
The movement of workers during the pandemic to live and work in other states has created many residency-related tax questions and issues for companies and employees. Please view our full disclosure
•
8:36
Maximizing the Value of an Asset Sale: Deferred Sales Trusts
If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest ...
•
6:27
Tax Planning for Retirement
Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You'll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. P...
•
6:19
Benchmarking Your Business For Growth
Taking a step back from the daily grind and getting perspective on where you are adding value or coming up short can be an excellent way to ensure you are tracking your goals. Working with an outside “sounding board” that has experience with bu...
•
7:17
A Plan for Managing Stock Sales: 10b5-1s and SEC Rules
A Rule 10b5-1 plan is a robust tool for public company executives. Nevertheless, dealing with the complexities of insider trading regulations may require assistance from professionals with expertise in Rule 144, Section 16, and 10b5-1. This is ...
•
11:16
Getting to a Closing in a Red-Hot Real Estate Market
The durability of the now two-year-old housing boom has upended just about everything about the process for buyers and sellers.Despite consistently dwindling inventory and rapidly accelerating mortgage rates, the time houses spend on the...
•
6:28
The Tax Impact of Equity Compensation: The 83(b) Election
Employees or company founders that receive equity compensation often must cope with complex tax rules. Utilizing the 83(b) election is a valuable method of reducing tax liabilities, though there are some important caveats. Please view our full&...
•
7:44
Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create...
•
5:05
The Mid-Point of Your Career: Creating Options in Life
Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your ...
•
7:09
Understanding the Fee-Only, Fiduciary Advisor Model
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great ...
•
5:10