E&L TV- “Your Source for Everything San Diego” – Finance Edition
Each month San Diego Entertainer Magazine brings you the best entertainment and lifestyle segments on E&L TV. The show airs the first Sunday of the month at 5pm on Channel 6 (CW).
In December we were delighted to have Steve Sexton from Sexton Advisory Group be more than a guest on E&L TV. Steve not only gave the viewers excellent financial advice, he also moderated the show, striking dialogue with top advisors as they discussed popular topics regarding finance, taxes, and real estate.
Steve gave us some insight on the current market, and discussed the key elements to look out for when making decisions in investments. He illustrated how most people are handling current investments by waiting or hoping just to break even in an investment they made years ago. Steve gives advice on how to handle this situation, to make sure you’re not paying too much fees, taxes, and expenses especially right now as we approach the end of the year.
Right now is the best time of the year to start planning for your taxes and that is why we were joined by one of the very few certified tax coaches in the country- Daniel Green. Daniel Green is a certified public accountant (CPA); he worked for the State of California as a business tax auditor and audited over 300 businesses.
Daniel discussed very important topics that most of us are curious about, “What questions should I ask my CPA right now and how can I save money on my taxes?” He gave great advice on this topic and further elaborated on how important it is to speak to a professional, because you never know what transactions might give you money back.
We were later joined by an advisor that is a specialist in owning, buying, and selling businesses of all sizes. He is a CPA and has an MBA in finance; he is a certified business broker and has over 7,000 buyers in his Southern California network – Joe Atchison.
Joe discussed what he called the “new normal” in business is and how businesses are being affected by it. He then discussed the issues that people run into with the bank and lending money when they want to buy a business, especially here in San Diego.
E&L TV concluded the show with advice from one of the premier estate planning firms in the country – R. Michael Walters. R. Michael Walters, Mike for short, is one of the top attorneys in Southern California and has given his expert legal advice on a number of broadcast venues; he is a renowned speaker and has given thousands of workshops all over California. Mike discussed a hot topic that confuses most of us, “Misconceptions between wills and trusts.”
We were lucky to be joined by the top advisors this December and as “Your Source for Everything San Diego,” we want to thank you for watching. Be sure to tune in this March to learn more about the latest and greatest this city has to offer!