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Under the Iceberg

Under the Iceberg

By: Alan Rhode CFP® CPWA® CEPA® RLP®
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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.

© 2026 Under the Iceberg Economics Personal Finance
Episodes
  • Understanding Qualified Small Business Stock (QSBS)

    Understanding Qualified Small Business Stock (QSBS)
    24 Jun 2024

    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, and the potential challenges of QSBS. Discover how strategic investment in QSBS can lead to substantial tax exclusions on capital gains, and hear real-world examples illustrating both successful and unsuccessful QSBS investments. Tune in to gain valuable insights into maximizing your wealth through smart investments in small businesses.
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    7 min
  • What's Your Business Worth and Why Does It Matter

    What's Your Business Worth and Why Does It Matter
    13 May 2024

    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 valuation
    • Five benefits to getting a business valuation
    • Four types of business valuations
    • Thirteen key performance indicators to measure your business against
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    8 min
  • Pay Off Your Mortgage or Invest

    Pay Off Your Mortgage or Invest
    7 Aug 2022

    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 need to invest for retirement, your child’s college education, or some other goal. Please view our full disclosure here.

    Show more Show less
    7 min
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