Month: June 2023
Inside Arizona’s Property Market: A Conversation with Andrew Beardsley (Ep. 44)

Inside Arizona’s Property Market: A Conversation with Andrew Beardsley (Ep. 44)

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Everyone has similar questions when it comes to the real estate market:

“Should I buy?” 

“Should I sell?” 

In this episode, Brent Mekosh is joined by Andrew Beardsley from Silverleaf Realty. Andrew reveals how the real estate market has shifted over the past five years due to a change in homeowner needs.

Andrew discusses:

  • How environmental and political factors impact homeowner needs when looking at the housing market
  • How retirement planning influences long-term real estate purchases
  • Why business planning matters as much as personal lifestyle when looking into real estate options
  • The future of housing and real estate
  • And more!

Connect with Andrew Beardsley:

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About Our Guest:

Andrew Beardsley has been involved in real estate in Arizona for nearly two decades. Prior to joining Silverleaf Realty in 2010, he worked as a senior financial analyst for the Phoenix office of Johnson Capital, a commercial mortgage brokerage that specialized in retail, office, industrial, and multifamily financing. 

Having worked directly on over $500,000,000 in debt placement, Andrew brings with him extensive knowledge and understanding of both the financial and real estate aspects of every transaction, ensuring his client’s personal and financial needs are taken care of.

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Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)

Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)

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With tax season being over, you know how much your investments cost in terms of tax losses.

Thankfully, there are ways to mitigate those losses next year.

In this episode, Brent Mekosh speaks with Sirion Skulpone, the managing director at Goldman Sachs Asset Management. Sirion explains everything you need to know about direct indexing, tax management, investment planning, and capital gains.

Listen in as Sirion shares the strategies you need to leverage acceptable losses and focus on future gains while shedding light on the role of technology and data when it comes to supporting different investment alternatives.

Sirion discusses:

  • The truth about tax management
  • How investors can benefit from market volatility
  • Ways business owners can decrease the taxation on the future sale of their business through existing losses
  • Ways to incorporate existing stocks within your investment plan without a high taxation
  • And more!

Connect with Sirion Skulpone:

Connect with Brent Mekosh:

About Our Guest:

Sirion Skulpone serves as the managing director at Goldman Sachs Asset Management. She’s also the head of client portfolio management, custom equity, and direct indexing. 

Sirion is highly focused on client engagement and education, portfolio customization, business strategy, and product development.

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