Dive into the intricate world of financial advisement in this captivating episode of "Under the Hood" hosted by Timothy Douglas, alongside guest Sheridan Murphy from Murphy Financial Group. Discover Sheridan's journey from a college student avoiding insurance sales to becoming a top wealth advisor committed to aligning with clients' goals rather than pushing products. In this episode, Sheridan discusses the transition to independent RIA, the power of financial education, and the importance of fostering genuine relationships within wealth management.
Whether you're intrigued by the nuances of the financial market or seeking advice on strategic investment approaches, Sheridan brings valuable insights, from embracing alternative investments to capitalizing on current financial trends.
Get in touch with Sheridan:
https://investmfg.com
https://www.linkedin.com/in/sheridan-p-murphy-cfp%C2%AE-64349a105/
Don’t miss this opportunity to learn about the art of financial advisement from a seasoned expert.
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In this episode of Under The Hood Podcast, your host Timothy Douglas chats with Al Dinicola from Naples Asset Management Company (NAMCOA) about strategic financial maneuvers including 1031 exchanges, 1033 exchanges, Delaware Statutory Trusts (DST), and Opportunity Zones.
Are you looking to understand how to navigate the complexities of real estate investments and tax benefits? Have you ever wondered how to defer capital gains taxes and improve your investment portfolio? This episode is a must-watch, packed with insights from Al’s extensive 40+ years in the financial space.
Al shares his journey into the financial sector, his expertise in alternative real estate, and practical advice on staying updated with market trends. You'll also hear about the importance of due diligence and the unique challenges investors face in today's market.
Get in touch with Al:
https://www.namcoa.com/
https://www.linkedin.com/in/al-dinicola-aif%C2%AE-cepa%E2%84%A2-3278685/
Join us for this enlightening discussion that will equip you with invaluable knowledge to maximize your investment potential. If you are serious about making sound real estate investment decisions and want to plan effectively for your financial future, this episode is for you!
Don't forget to like, subscribe, and hit the notification bell to stay updated with all of our latest episodes. Share your thoughts in the comments below!

Welcome to a new episode of Under The Hood, hosted by Timothy Douglas with special guest Colin Overweg, CEO of Advise Wealth! Dive into Colin’s inspiring journey in financial planning, his transition from large broker-dealers to founding his own independent firm, and his unique approach to portfolio construction aimed at younger high-income earners. In this episode, discover essential insights on market trends, investment strategies, and the importance of client relationships in today's ever-changing financial landscape. Colin shares his expertise on risk management, diversification, and alternative investments, plus his commitment to a client-centered experience that prioritizes understanding and tailored solutions. Get in touch with Colin: https://www.advizewealth.com/ https://www.linkedin.com/in/colinoverweg/ Don't forget to like, subscribe, and hit the notification bell to stay updated with all of our latest episodes. Share your thoughts in the comments below!"