Thinking Like a Bank: Recent Episodes
Sarry Ibrahim
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life. Learn more at https://finassetprotection.com/
Angie Grimm is the lead college funding professional at College Solutions LLC in Amarillo, Texas. She obtained a Bachelor of Science in Business Administration from the University of Nebraska. She prides herself in helping students make an informed educational decision to pursue their educational goals, as well as assisting parents in setting up a solid financial plan with no unnecessary risks to meet the upcoming expenses of college for their student.
Angie has researched and developed extensive knowledge about the college financial aid system, benefiting her clients with advice and strategies that most parents don't think about or have access to when saving for and paying for college. Angie has worked with hundreds of students and families over 15 years and maximizing the college admission and financial aid process.
She resides in Amarillo, Texas with her husband, Mike, and they have two grown children.
🔥 This episode talks about:
☑️ Angie's expertise and experience in college planning
☑️ Insights on comprehensive college planning strategies
☑️ Balancing college funding with retirement planning
☑️ Essential calculators and tools for estimating college costs and financial aid
☑️ Exploring various financial vehicles to fund college expenses
☑️ Understanding financial aid and the FAFSA processes
☑️ Benefits of using cash value life insurance policies for college expenses
☑️ Avoiding high-interest federal loans: opt for self-financed options
☑️ Non-financial aspects of college planning: tools and resources
☑️ Who is College Solutions LLC, and what services do they offer?
To connect with Angie Grimm and to learn more about college planning, please visit:
👉Website:➡️ https://www.collegesolutionsllc.com/
👉Linkedin: ➡️https://www.linkedin.com/in/angie-grimm-0a679a64/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Welcome to Episode 121! In this episode, Sarry Ibrahim provides a detailed overview of the services offered to clients which includes a range of financial strategies and solutions. Schedule an introductory call with Sarry Ibrahim to explore how these services can help achieve your financial goals.
🔥 This episode talks about:
☑️ The Bank On Yourself® and it works
☑️ Who is Bank On Yourself® good for?
☑️ How do life insurance loans work?
☑️ The advantages of borrowing against your dividend whole life insurance policy
☑️ Understanding arbitrage and how it applies to leveraging dividend-paying whole life insurance
☑️ Utilizing the cash value of whole life insurance for other investments, such as real estate.
☑️ Using Bank On Yourself® as a source of retirement income
☑️ Asset Protection Strategies
☑️ Tax Benefits of Cash Value Whole Life Insurance
☑️ Assistance in obtaining life insurance policies required by lenders for commercial loans and SBA loans
☑️ Financial coaching and acting as an outsourced CFO to provide a second opinion on investments and financial planning advice.
☑️ Long-term care insurance
☑️ Medicare and Health Insurance (under 65)
☑️ Annuities
☑️ The client engagement process - including the intro call, financial analysis meeting, personalized solution meeting, and implementation meeting.
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Omar Younis is an attorney in Chicago, IL who focuses on real estate transactions, commercial and residential property tax appeals, and corporate transactions. Omar’s law office averages more than 200 closings a year and are growing rapidly. His team has represented all types of property owners from residential to multi unit commercial, both on the buying and selling side.
Tune into this episode to learn more about Omar’s legal background, what to consider before closing on a real estate property, the recent NAR settlement and what it means for realtors, and how you can reduce property taxes for your residential and/or commercial property.
🔥 This episode talks about:
☑️ Attorney Omar’s legal background
☑️ The challenges in managing your own business
☑️ What are some factors to consider before closing on a real estate property
☑️ The recent changes in real estate commissions due to the National Association of Realtors (NAR) lawsuit
☑️ The crucial role that realtors have in real estate transactions and the potential effects of new regulations in the industry
☑️ Understanding the role of title companies
☑️ Property tax appeals
☑️ How to reduce property taxes for residential and commercial properties
☑️ The potential benefits of successful property tax appeals
To connect with Omar Younis and to learn more about real estate and tax appeals, please visit:
👉Website:➡️https://www.younislawgroup.com/
👉Linkedin: ➡️https://www.linkedin.com/in/omaryounisjd/
👉Instagram: ➡️https://www.instagram.com/_younislaw/
👉Facebook: ➡️https://www.facebook.com/younislawgroup/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📩 🔗Connect with Sarry on https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
🔥 This episode talks about:
- Sarry's journey from his introduction to the financial services industry to his decision to pursue the CFPⓇ certification.
- Learn about the CFP designation, its founding mission, and why it's considered the gold standard in financial planning.
- Explore the comprehensive curriculum of the CFP certification, including topics such as investment strategies, tax planning, and fiduciary responsibility.
- How CFP training has shaped Sarry's professional journey and approach to financial planning.
- Gain valuable tips and strategies for aspiring CFP professionals, from crafting structured study schedules to leveraging effective learning techniques.
- Understand the principles of fiduciary responsibility in client-centered advisory services.
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📩 🔗Connect with Sarry on https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Joe Camberato is the CEO and founder of National Business Capital – the leading FinTech marketplace, helping entrepreneurs access competitive financing fast through an easy-to-use online platform and an experienced team. Joe knows entrepreneurs because he is an entrepreneur. With a strong vision, determination, and passionate leadership, Joe grew his firm from a small operation in his spare bedroom to one of the top workplaces on Long Island – all without one dollar of private equity.
🔥 This episode talks about:
☑️ What drove Joe Camberato to start the National Business Capital?
☑️ Some challenges that entrepreneurs face, especially with accessing business loans
☑️ What is non-bank private lending? How does it differ from traditional bank lending?
☑️ How do these lenders provide solutions for businesses that may not fit the criteria of traditional banks?
☑️ How does Joe's company address the unique needs of businesses across various industries?
☑️ Why is it essential for business owners to diversify their investments.
☑️ The tax benefits associated with financing
☑️ Diversification and financial planning as valuable strategies for mitigating risk
To connect with Joe Camberato, please visit:
👉Website:➡️https://www.nationalbusinesscapital.com/
👉Linkedin: ➡️https://www.linkedin.com/in/growbyjoe/
👉YouTube: ➡️https://www.youtube.com/c/growbyjoe
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk.
Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself can help increase and improve your path to financial freedom.
🔥 This episode talks about:
☑️ The Bank On Yourself concept
☑️ How does Bank On Yourself work with passive investments?
☑️ The Income Snowball™ and Tardus Wealth Strategies
☑️ The advantages of using Bank On Yourself for passive income opportunities
☑️ Using a dividend-paying whole life insurance policy as an alternative line of credit
☑️ Indexed Universal Life (IUL) vs Dividend-paying whole life insurance
☑️ Potential downsides of using IUL policies for The Income Snowball™
☑️ Direct vs Non-Direct Recognition
☑️ The importance of non-direct recognition policies for loans
☑️ How does the growth and cost structure differ between the two?
☑️ Long-term benefits of using dividend-paying whole life insurance
To connect with Mark Willis CFP®, please visit:
👉Website:➡️https://lakegrowth.com/
👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth
👉Facebook: ➡️https://www.facebook.com/lakegrowth
👉Twitter: ➡️https://twitter.com/LakeGrowth
👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/
👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/
👉Book: 📚 Amazon: Mark Willis Book
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Michael Scicluna is a seasoned financial executive and partner, CFO at High Country Finance. With extensive experience as a CFO in multiple organizations, Mike specializes in cash flow forecasting, accounting analysis, and providing high-level advice to startups and growing businesses.
His expertise spans 25 industries, making him a trusted resource for strategic financial guidance.
🔥 This episode talks about:
☑️ What is a CFO?
☑️ The common misconceptions about the role of a CFO
☑️ The types of companies High Country Finance typically work with
☑️ Why is there a constant need for new accountants?
☑️ Some quick tips for business owners to assess their balance sheets for errors.
☑️ Does High Country Finance handle all aspects of accounting, bookkeeping, and tax compliance?
☑️ Difference between financial planning for yourself and your business?
☑️ What percentage of gross revenue should businesses allocate to outsourced CFO services?
To connect with Michael Scicluna, please visit:
👉Website:➡️https://highcountryfinance.com/
👉Linkedin: ➡️ https://www.linkedin.com/in/michael-scicluna/
👉Facebook: ➡️https://www.facebook.com/elder.scicluna/
👉Instagram: ➡️https://www.instagram.com/scicluna23/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation
Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups.
Devin enjoys every minute of helping startups and small businesses.
🔥 This episode talks about:
☑️ Devin's background as an attorney
☑️ How to become an intellectual property (IP) attorney?
☑️ Who needs an IP attorney?
☑️ Why did Devin choose to specialize in serving startups and small businesses?
☑️ The costs associated with securing patents and trademarks?
☑️ Why is it important to safeguard intellectual property?
☑️ What are the requirements for determining patent eligibility?
☑️ Why is it crucial for business owners to obtain patents, trademarks, and copyrights?
☑️ How can intellectual property become an asset you can own, license, sell, or leverage?
☑️ In the event of intellectual property infringement, what options are available to the business owner?
☑️ The factors to be considered before selecting a law firm for patent or trademark applications? How to know how much you should spend on legal fees?
To connect with Devin Miller, please visit:
👉Website:➡️https://milleripl.com/
👉Linkedin: ➡️https://www.linkedin.com/in/millerip/
👉Email: ➡️devin@lawwithmiller.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the restaurant hospitality industry, operating several of his family's restaurants and bars in Delaware and Maryland.
In 2007, he launched a financial consulting firm within his family business providing guidance in real estate development, tax management, and private investment.
🔥 This episode talks about:
☑️ Frank's background in the restaurant and hospitality industry.
☑️ Delaware Statutory Trust (DST) versus a traditional 1031 Exchange.
☑️ The benefits of exchanging an investment property into a Delaware Statutory Trust.
☑️ Diversification offered through a Delaware Statutory Trust .
☑️ Addressing 1031 Exchange challenges with DST
☑️ Navigating the 1031 Exchange process with REVX
☑️ The role of a Qualified Intermediary (QI) in a1031 Exchange
To connect with Frank Hanna Jr. and to learn more about 1031 Exchange and Delaware Statutory Trust (DST), please visit:
👉Website:➡️ https://www.revxwealth.com/
👉Linkedin: ➡️ https://www.linkedin.com/in/frank-hanna-chfc%C2%AE-b5266729
👉Instagram: ➡️ https://www.instagram.com/revxwealth/
👉Twitter: ➡️ https://twitter.com/frank_hanna?lang=en
👉 Facebook: ➡️ https://www.facebook.com/RevXWealth
📩 Email: frankhanna@revxwealth.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
George Roberts before devoting himself to commercial real estate full-time, worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to the dashing world of entrepreneurship.
George repurposed his analytical firepower to make housing, economics, macroeconomics, and finance fun and exciting as a data scientist of real estate on his YouTube channel. George is also a principal at Roberts Capital Enterprises, which sponsors value and multifamily opportunities in the Southeast and Midwest for qualified passive investors.
In addition to his over 300 units as an active multifamily investor, he is also an avid passive investor. His passive investments include 547 multifamily units, as well as a series of car washes, early stage companies, and a drug rehab facility.
When he is not running one of his active investments, you can find George hosting “The Foundery – Where Leaders are Forged Daily!”, a podcast devoted to the role that entrepreneurship, leadership, and mindset play in success in the commercial real estate space.
He also hosts the weekly “CRE Network at Noon Eastern” Zoom meetup for investors and other commercial real estate players every Wednesday at noon Eastern.
🔥 This episode talks about:
☑️ George's background in data science and bioscience
☑️ Transition from single-family to multifamily RE
☑️ George's initial real estate fund and syndicate deals.
☑️ The impact of interest rates on George's recent real estate projects.
☑️ Financing strategies for real estate investing
☑️ Selling vs Refinancing
☑️ What is seller financing?
☑️ The types of investors George typically collaborates with.
☑️ George's mentorship and partnership support.
To connect with George Roberts, please visit:
👉Website:➡️http://www.horizonmultifamily.com/
👉Website:➡️https://linktr.ee/george.roberts
👉Linkedin: ➡️https://www.linkedin.com/in/georgerobertsiii/
👉Instagram: ➡️ https://www.instagram.com/mfinvestorgeorgeroberts/
👉Facebook: ➡️https://www.facebook.com/george.roberts/
👉YouTube:➡️ https://www.youtube.com/@georgerobertsiii
🎙️ Podcast: 🎧The Foundery – Where Leaders are Forged Daily!
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
Casey Silveria is a driven agriculture advocate. Growing up on a farm, he experienced rural America's opportunities and challenges. These uncertainties led him to a successful finance career at North America's largest French Fry producer. While there, Casey began his journey into farm-friendly real estate partnerships.
Today, he combines these experiences to help farmers achieve their financial goals. One way he does this is by offering vetted off farm investment opportunities. Historically, only the top 1% had access to these investments. Casey can be considered a bridge between agriculture and commercial real estate, providing an uncommon path to help farmers achieve their financial goals.
🔥 This episode talks about:
☑️ Casey's background in corporate finance and agriculture.
☑️ Limited partner (LP) versus General Partner in real estate investing
☑️ The importance of investment diversification
☑️ What is a capitalization rate (Cap Rate)?
☑️ The impact of high-interest rates on cap rates
☑️ What will happen to outstanding bridge loans?
☑️ Does it still make sense to invest in real estate?
☑️ The importance of partnering with experienced operators.
☑️ The benefits of diversifying investments for farmers and other rural investors
☑️ How might 2024 lead to a repricing of commercial real estate assets and opportunities for savvy investors?
To connect with Casey Silveria and to learn more about real estate investing, please visit:
👉Website:➡️ https://farmerscapitalgroup.com/
👉Linkedin: ➡️https://www.linkedin.com/in/caseysilveria/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Greg Dickerson is a serial entrepreneur, real estate developer and mentor to high level investors and entrepreneurs. Starting from nothing he has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started, scaled and exited more than a dozen companies.
Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers around the world helping them start, grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.
Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.
Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.
🔥 This episode talks about:
☑️ Greg's background and his transition from the Navy to a serial entrepreneur.
☑️ Greg's diverse ventures and business scaling strategies
☑️ Greg's role as a mentor and business advisor
☑️ How Greg's mentorship transformed ordinary individuals into successful real estate investors
☑️ How to be "Investable" and "Bankable" when scaling your real estate portfolio
☑️ The importance of collaborating with industry experts
☑️ Rising interest rate, will prices finally drop?
☑️ Is buying a property with 0 financing a good idea?
☑️ Investor strategies in a high-interest rate environment
To connect with Greg Dickerson and to learn more about real estate investing and real estate development, please visit:
👉Website:➡️ https://www.dickersoninternational.com/
👉Linkedin: ➡️https://www.linkedin.com/in/agregdickerson/
👉Instagram: ➡️ https://www.instagram.com/thegregdickerson/
👉YouTube: ➡️ https://www.youtube.com/user/agregdickerson
👉Twitter: ➡️ https://twitter.com/agregdickerson
👉 Facebook: ➡️ https://www.facebook.com/thegregdickerson
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
John Martinka is known for helping executives escape the corporate world by buying the right business the right way.
Creating large exits for small businesses so the owner can exit their business with style, grace, and more money and accelerating businesses so they can escape their plateau, often growth by acquisition; dramatically increasing the value of the company.
His books are the roadmap to help clients get the results they want, with Martinka Consulting’s guidance.
🔥This episode talks about:
☑️ John's background in entrepreneurship.
☑️ Marinka Consulting and what they specialize in
☑️ How have interest rate changes affected business purchases?
☑️ What is seller financing, and how does it work in the context of buying a business?
☑️ The tax advantages of seller financing (for the seller)
☑️ How to turn your business into a retirement vehicle?
☑️ What makes a business more valuable when selling?
☑️ Customer concentration risk, what this is and how to mitigate it?
☑️ How to prepare your business for sale?
☑️ What to consider when buying a business?
☑️ John's book and what readers can learn from them.
To connect with John Martinka and to learn more about buying or selling a business, please visit:
👉Website:➡️ https://www.martinkaconsulting.com/
👉Linkedin: ➡️https://www.linkedin.com/in/johnmartinka/
👉YouTube: ➡️ https://www.youtube.com/c/JohnAMartinka
👉Contact Number ☎️ 425 533 4577
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Aubrey Janik is a content creator and car-sharing expert with over 300,000 subscribers on social media and a 25-car-sharing fleet.
Through social media and her course, the Car Sharing Masterclass, Aubrey has taught thousands of students how to increase their income by scaling a car-sharing fleet.
🔥 This episode talks about:
☑️ Aubrey's background in the automotive industry
☑️ How did Aubrey learn about Turo and what convinced her to use the platform?
☑️ How to list a car on Turo and get it started.
☑️ How reviews work and how to get reviews as a new host?
☑️ In terms of revenue, what can you expect to earn?
☑️ Maintenance challenges when renting your car to others?
☑️ How to buy a car to post on Turo (finance, lease, cash or using your Bank On Yourself policy)?
☑️ How passive is it to run a business on Turo?
☑️ The Car Sharing Masterclass and what it includes
To connect with Aubrey Janik and to learn more about car sharing fleet, please visit:
👉Website:➡️https://www.thecarsharingmasterclass.com/
👉Website:➡️https://aubreyjanik.teachable.com/
👉Linkedin: ➡️https://www.linkedin.com/in/aubrey-janik-0a902098/
👉Instagram: ➡️https://www.instagram.com/aubrey.janik/
👉YouTube: ➡️ https://www.youtube.com/@AubreyJanik
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Bob DePasquale has dedicated his life to teaching others about the virtues and health benefits of generosity, promoting the giving mindset, and making the world a better place.
The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in 17 states.
When Bob was given a cancer diagnosis and experienced the tragic events of 9/11 in New York City, he thought not only his life over but everyone else’s too. He went from feeling like an invincible 18-year-old to an unworthy victim of life.
Bob’s story is unique but his perspective resonates with anyone who wants to enjoy the work they do, give back to others, and make a positive impact in the world.
🔥 This episode talks about:
☑️ Bob's life-changing moment and how it changed his perspective on generosity.
☑️ What is radical generosity?
☑️ The importance of resilience in entrepreneurship.
☑️ The importance of having a clear vision when starting a business
☑️ The detrimental effects of technology when it comes to decision-making.
☑️ Bob's authored book "Personal Finance in a Public World” and his valuable experiences while writing the book.
☑️ The power of curiosity and how it fuels creativity
☑️ The importance of writing unique and valuable information.
☑️ Who is “Initiate Impact” and what is their mission?
To connect with Bob DePasquale, please visit:
👉Website:➡️https://www.bobdepasquale.com/
👉Website:➡️https://initiateimpact.com/
👉Linkedin: ➡️https://www.linkedin.com/in/bobdepasquale/
👉Twitter: ➡️ https://twitter.com/bdepa
👉Instagram: ➡️https://www.instagram.com/bdepa/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Scott Peckford is the Founder/Host of the I Love Mortgage Brokering Podcast and ILMB Network, CEO/Founder of BRX Mortgage Inc.
As a performance-driven visionary and Canadian podcasting pioneer in the mortgage industry, Scott is passionate about supporting agent success.
Since launching in July 2014, the ILMB podcast has taken the mortgage industry by storm, with more than 1 million downloads and celebrating the 500th episode airing July 2023.
With over 17 years of experience as a Mortgage Broker. Scott brings his expertise to the table and hosts fellow top-producing mortgage brokers across the country to share and discuss their best tips, tricks, and stories with listeners.
Scott has built and sold 3 different companies in the mortgage industry and has a passion for helping Brokers succeed.
🔥 This episode talks about:
☑️ Scott's prior profession before entering the mortgage industry
☑️ The expected increase in population and housing in Canada
☑️ The challenges with new construction homes and interest rates
☑️ Recent economic changes and how this will impact real estate in North America
☑️ What is alternative lending and how does it work?
☑️ Pay more taxes or interest? Which can be more advantageous?
☑️ The importance of testing your business, product, and concept with a target audience
☑️ Strategies for validating a hypothesis before investing a large sum of money
☑️ Ideas for testing your business on a smaller scale to predict how a larger scale may react
☑️ The significance of mentorship and coaching
To connect with Scott Peckford, please visit:
👉Website:➡️http://www.ilovemortgagebrokering.com/
👉Website:➡️http://www.ilmbproductions.com/
👉Linkedin: ➡️https://www.linkedin.com/in/scottpeckford/
👉Instagram: ➡️ https://www.instagram.com/scottpeckford/
👉Instagram: ➡️https://www.instagram.com/brxmortgage/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022.
Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities.
His next book, “The Great Transition – the personalization of finance is here,” is slated for September, 30th 2022 and covers how the US has shaped worldwide financial innovations.
Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide.
Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York.
🔥 This episode talks about:
☑️ Who is Emmanuel Daniel?
☑️ How is the banking industry changing for the future?
☑️ What is digitization in finance?
☑️ The Dodd-Frank Act and its impact on the banking system
☑️ Factors contributing to Silicon Valley Bank's downfall.
☑️ What is decentralized finance and how does it affect the banks around the U.S.?
☑️ How does Zelle/Quick Pay work?
☑️ The systematic risks introduced by real-time payment systems?
☑️ The Federal Reserve's role in enabling instant banking transactions.
☑️ Emmanuel's mission on digital innovation and societal transformation.
☑️ The connection between personalization of finance and personalization of societies.
To connect with Emmanuel Daniel, please visit:
👉Website:➡️https://www.emmanueldaniel.com/
👉Linkedin: ➡️https://www.linkedin.com/in/emmanuel-daniel-5764482/
👉Facebook: ➡️https://www.facebook.com/emmanueldanielasianbanker
👉Twitter: ➡️https://twitter.com/EmmanuelDaniel
👉Instagram: ➡️https://www.instagram.com/edanielmoments/
👉YouTube:➡️https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos
📢🎁Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/
👉Book: 📚 "The Great Transition - Personalization of Finance Is Here"
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing.
Premium financing is a complex subject that requires careful consideration and research. Check out this episode with Certified Financial Planner, Mark Willis of Lake Growth Financial Services, to learn more about premium financing and how it works.
🔥 This episode talks about:
☑️ What is premium financing and how does it work?
☑️ The repayment structure and interest rates typically involved
☑️ The benefits and risks associated with premium financing?
☑️ How does collateral work in premium financing and what other assets are typically required as collateral?
☑️ The potential risks associated with using Index Universal Life (IUL) in premium financing
☑️ What is the primary purpose of premium financing and how does it relate to estate planning?
☑️ How does premium financing compare to a non-direct recognition whole-life policy in terms of cash accumulation and risk?
☑️ The advantages of utilizing a non-direct recognition whole-life policy over premium financing in terms of risk management and long-term financial planning.
To connect with Mark Willis, please visit:
👉Website:➡️https://lakegrowth.com/
👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth
👉Facebook: ➡️https://www.facebook.com/lakegrowth
👉Twitter: ➡️https://twitter.com/LakeGrowth
👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/
👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/
👉Book: 📚 Amazon: Mark Willis Book
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class.
Her track record in investment sales, landlord representation, corporate representation and tenant representation offers clients trusted experience with comprehensive strategies with pricing, market fluctuations and problem solving solutions that result in successfully close transactions.
Aligning the real estate investment requirements of property owners and physician investors together with the corporate goals of the healthcare companies that occupy medical facilities has made Trisha a leader in the healthcare real estate brokerage community. Her performance and production achievements are recognized annually.
Trisha lives in Scottsdale, Arizona with her wonderfully patient husband and two gracious children that support her drive to make an impact helping clinicians share their gift to heal others.
🔥 This episode talks about:
☑️ Trisha's background in the commercial real estate industry
☑️ Key insights in managing a brokerage firm
☑️ The “Food Groups” of real estate investment
☑️ What is healthcare real estate, and how is it different from other types of asset classes?
☑️ Important factors to consider when investing in healthcare real estate
☑️ Top considerations for healthcare professionals when searching for medical space
☑️ The key differences between investing in medical office assets versus retail assets
☑️ Underwriting process for these types of assets
☑️ Has the Pandemic changed this type of asset class?
☑️ Which geographic areas are more favorable for medical offices?
☑️ The current interest rate environment and its effect on financing medical offices
To connect with Trisha Talbot and learn more about investing in medical office, please visit:
👉Company Website:➡️https://docproperties.com/trisha-talbot/
👉Linkedin: ➡️ https://www.linkedin.com/in/trishatalbot/
👉Facebook:➡️ https://www.facebook.com/docproperties
👉Instagram:➡️ https://www.instagram.com/docproperties/
👉Email: 📩 ttalbot@docproperties.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
John Neral is a certified professional coach who helps mid career professionals prepare, position, and promote who they are and what they do so they can show up to find a job they love or love the job they have. John's professional walk included a 25 year career in education and a long standing corporate consultant for a Fortune 500 Giant, Cassio America Inc.
John is the author of Show Up, which explains six strategies to lead a more energetic and impactful career, and Your Mid Career GPS, which talks about four steps to figuring out what's next, and the host of the Mid Career GPS podcast. John is an avid game show enthusiast and professional bowler who won a title on the PBA regional tour and still actively competes.
He lives outside of Washington, D. C. with his spouse.
🔥 This episode talks about:
☑️ How did John's academic background lead to a significant career change?
☑️ The commonalities between a professional athlete and an entrepreneur.
☑️ The importance of being consistent as an entrepreneur
☑️ What is the difference between additive and repetitive?
☑️ The 4 F's to consider in your career search
☑️ John's authored books available on Amazon
☑️ What are stretch goals?
☑️ How do stretch goals change your life?
☑️ When to pursue stretch goals?
To connect with John Neral and learn more about career development coaching, please visit:
👉Company Website:➡️https://johnneral.com
👉Linkedin: ➡️ https://www.linkedin.com/in/johnneral/
👉Facebook:➡️ https://www.facebook.com/john.neral.5
👉Instagram:➡️ https://www.instagram.com/johnneralcoaching
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John believes ordinary financial planning is failing too many Americans. After losing almost everything during the Great Recession, John became obsessed with finding safe, predictable ways to save and create wealth, protected from the chaos and corruption of the conventional financial system.
Founded in 2012, John is president of J-Ensley Financial, a fiduciary financial planning company, and Registered Investment Adviser. John holds a Chartered Financial Consultant designation from the American College of Financial Services, passed the rigorous series 65, investment advisers law exam, and is one of an elite group of highly trained Bank On Yourself® Professionals.
🔥 This episode talks about:
☑️ Professional and financial challenges that served as a wake-up call and transformed John's perspective on personal finance.
☑️ John's introduction to the Bank On Yourself concept.
☑️ What is conventional financial planning?
☑️ John’s unconventional financial strategies and how they are different?
☑️ How does the Bank on Yourself concept improve other investments?
☑️ Examples of how Bank On Yourself is used in a financial planning setting
☑️ How Bank On Yourself can help in an inflationary environment?
To connect with John Ensley and to learn more about Bank on Yourself Concept, please visit:
👉Website:➡️https://jensley.com/
👉Website:➡️https://jumponwithjohn.com/
👉Linkedin: ➡️https://www.linkedin.com/in/johnensley/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Grace Lee is a social media agency owner, strategist, content creator, and podcaster based in New York City. She started in the social media space as a personal style blogger in 2010 and shifted to working in social media in a corporate setting after college. In 2020, Grace started Gracefullee Made social media agency where they focus on storytelling through content creation, organic social growth, and brand strategy on various platforms.
Her passion lies in helping brands find their voice on social media platforms while enriching those communities to help meet business goals.
🔥 This episode talks about:
☑️ Grace's extensive experience within the social media industry.
☑️ How blogging has changed over the last 10 years?
☑️ Is it essential for every small business to have a presence on social media platforms?
☑️ Who is Gracefulleemade? What specific services do they specialize in?
☑️ The importance of social media engagement, and what strategies can be used to improve engagement?
☑️ Quick and actionable social media tips for small businesses to improve their online presence.
☑️ Why is the planning phase essential in the realm of social media management?
☑️ Factors to consider before hiring a social media agency.
To connect with Grace Lee and to learn more about social media management, please visit:
👉Website:➡️https://www.gracefulleemade.com/
👉Linkedin: ➡️https://www.linkedin.com/in/grace-lee-403024127/
👉Facebook: ➡️https://www.facebook.com/gracefulleemade
👉Instragram: ➡️https://www.instagram.com/bygracelee/
👉YouTube: ➡️https://www.youtube.com/graceleeblogger
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
It's officially episode 100!!!
Thanks for listening this far. We hope you're getting a lot of value out of this podcast.
Please let me know if you'd like me to do an episode about a specific topic you are interested in. Also, if you'd like to share your story and expertise on our podcast, please send me an email at sarry@finassetprotection.com to learn more about becoming a guest on our podcast.
I've been spending the last two weeks trying to think of a topic to talk about on the solo episode, and then it hit me. I should record an episode about Nelson Nash's book, Becoming Your Own Banker. Some of our clients haven't read the book, so I decided to do a book review episode where I can discuss some key points of Becoming Your Own Banker since it has a lot to do with the Bank on Yourself Concept, as well as growing wealth from a general financial planning perspective.
🔥 This episode talks about:
☑️ Who is Nelson Nash?
☑️ How do you become your own banker?
☑️ What is arbitrage and how does it work when you leverage your dividend-paying whole life insurance?
☑️ How do life insurance loans work?
☑️ Life insurance loans vs. other types of loans?
☑️ The advantages of borrowing against your dividend whole life insurance policy
☑️ How can you increase the cash value of your life insurance policy?
☑️ What are headwinds and tailwinds in business?
☑️ What is Fractional Reserve Banking?
☑️ How insurance companies manage a pool of capital?
☑️ The Law of Large Numbers in the insurance industry and how this helps you mitigate risk
☑️ What is paid-up insurance?
☑️ What is a Modified Endowment Contract (MEC)?
☑️ The tax implications of a whole life insurance, if non-MEC
☑️ What is self-insurance?
☑️ How long does it take to build up cash value in a dividend-paying whole-life policy?
☑️ Can you take out life insurance on someone else?
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
David Putz, the CEO of JKP Holdings LLC. In 2010, Dave Putz decided he was tired of dealing with the headaches of being a landlord.
He had been involved in property rehabs and rentals since 2005, and five years later, chasing people down for rent, dealing with maintenance issues, and coughing up cash to cover expenses when properties were vacant just didn’t seem worth the return.
Dave began his experience of looking for more passive income with distressed notes by working at a private equity fund. During his time at the fund, Dave analyzed large quantities of non-performing notes and consulted on which assets to purchase.
In late 2012, he left the fund to start personally investing in notes nationwide and later formed his company, JKP Holdings.
In 2016, Dave started a nationally-known webinar where he uses his relationships with other experts in the same space to speak on topics related to note investing.
Dave has created and utilized many forms of automation to expedite repeat tasks to reduce errors and increase time efficiency, which he passionately shares with his community and on his website. In 2021, JKP Investment Community was created. The Community is a weekly mastermind of like minded investors who get together to assist each other in obtaining their 6 month and yearly investment goals.
Together with his experience and strong relationships, Dave’s extensive knowledge in the space of Note investing has provided great success and profit to JKP Holdings and partners.
🔥 This episode talks about:
☑️ The differences between investing in real estate vs notes
☑️ How can you invest in a note?
☑️ Examples of how mortgage notes work
☑️ Lienlord vs. Landlord
☑️ Where to find notes for sale?
☑️ How much do you typically need to get started buying notes?
☑️ What types of notes should one buy if he/she is new to the industry?
☑️ Non-Performing vs. Performing Notes
☑️ What to do after your first note?
☑️ Expected ROI/IRR when investing in notes?
☑️ Can anyone buy and sell mortgage notes without any restrictions?
☑️ The advantages of investing in notes and their tax implications?
☑️ Some of the drawbacks to note investing?
☑️ What is a short sale in real estate?
☑️ The difference between a mortgage deed and a note?
☑️ Who is JKP Holdings LLC and what services do they offer?
To connect with David Putz and to learn more about note investing private equity fund, please visit:
👉Website:➡️http://jkpholdings.com/about-us
👉Linkedin: ➡️https://www.linkedin.com/in/daveputzjr/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Today, Mark Willis of Lake Growth Financial Services and Sarry talked about what is happening in the banking world, specifically why banks are in danger. As we record this episode in mid-2023, we'll also discuss what depositors and customers need to know to protect themselves in these uncertain times.
🔥 This episode talks about:
☑️ What are the current challenges in the US banking sector?
☑️ The difference between how banks store money vs. insurance companies.
☑️ Advantages of life insurance companies over banks in terms of safety.
☑️ What do mutually owned life insurance companies do with your money?
☑️ Mutually owned life insurances vs stock-owned insurance companies
☑️ Potential negative impacts of the banking industry and what can happen to the depositors.
☑️ What is the FDIC and how does it affect the banking industry?
☑️ Other than banks, where else can you save money?
☑️ Borrowing from your life insurance policy vs getting a loan from a bank.
☑️ Which is better? Life insurance policy loan or a home equity loan in terms of interest rates and control?
☑️ What is the difference between simple and compound interest?
To connect with Mark Willis, please visit:
👉Website:➡️https://lakegrowth.com/
👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth
👉Facebook: ➡️https://www.facebook.com/lakegrowth
👉Twitter: ➡️https://twitter.com/LakeGrowth
👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/
👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/
👉Book: 📚 Amazon: Mark Willis Book
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Brandon Hall is a certified public accountant, national speaker, and is the founder and managing partner of Hall CPA PLLC. Brandon works with real estate investors, syndicates and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth.
Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm. Through the knowledge gained through working with real estate investors, Brandon has built a real estate portfolio of 25 units consisting of multi-family, single-family, and short-term rentals.
🔥 This episode talks about:
☑️ Brandon's prior corporate experience and his real estate background before he started his own accounting and tax service firm.
☑️ The types of accounting services offered by Hall CPA PLLC
☑️ How remote staffing and outsourcing has helped Brandon and his team
☑️ How to effectively manage an offshore team?
☑️ The difference between tax preparation and tax planning
☑️ The importance of having basic tax knowledge for business owners
☑️ What are passive losses? Passive gains?
☑️ How to deduct passive losses against non-passive income (i.e. portfolio income, active income)?
☑️ Qualifying as Real Estate Professional Status (REPS) and deducting passive losses against non-passive income
☑️ What does material participation mean?
☑️ What counts as material participation in real estate?
☑️ How to use Short Term Rental losses to offset non-passive income?
☑️ What is value-based pricing and fixed pricing in accounting firms?
To connect with Brandon Hall and learn more about tax planning, please visit:
👉Company Website:➡️https://www.therealestatecpa.com/
👉Linkedin: ➡️ https://www.linkedin.com/in/brandonhallcpa/
👉Facebook:➡️https://www.facebook.com/realestatecpa/
👉Podcast:➡️ Tax Smart Real Estate Investors Podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Steve Hoffman is the CEO of Founders Space, one of the world’s leading startup accelerators. He’s also a venture investor, serial entrepreneur, and author of several award-winning books: These include, Make Elephants Fly”, “Surviving a Startup” and "The Five Forces”.
Founders Space is a global innovation hub for entrepreneurs, corporations, and investors, with over 50 partners in 22 countries. Forbes and Entrepreneur Magazines ranked Founders Space as the #1 incubator for overseas startups
🔥 This episode talks about:
☑️ What is a venture investor?
☑️ What is a startup?
☑️ What do investors look for in startups?
☑️ The blue ocean strategy versus the red ocean strategy
☑️ What is a two-sided market and why does it matter?
☑️ What’s the difference between accelerators, incubators, and startup studios? The typical equity share percentage for each type.
☑️ Some important factors to consider in searching for the right startup accelerator.
☑️ Steve’s books he has authored and what to learn from them.
☑️ How AI will impact the future of work and life?
To connect with Steve Hoffman and learn more about startups and venture capital, please visit:
👉Company Website:➡️https://www.foundersspace.com
👉Linkedin: ➡️ https://www.linkedin.com/in/foundersspace/
👉Instagram:➡️https://www.instagram.com/foundersspace/
👉Podcast:➡️ Founders Space Podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Scott Meyers and his affiliated companies own and operate more than 2.4 million square feet across over 14,000 units of self-storage facilities. His education company, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business “free from tenants, toilets, and trash!”
🔥 This episode talks about:
☑️ Scott's introduction to real estate
☑️ Why he transitioned from multifamily to self-storage?
☑️ The benefits of investing in self-storage compared to other asset classes.
☑️ How long has Scott been in the self-storage investing space?
☑️ What makes self-storage investing recession-resistant?
☑️ Self-storage market growth opportunities
☑️ Typical holding period when investing in self-storage
☑️ Typical rates of return when investing in self-storage
☑️ Using your Self-Directed IRA to invest in self-storage
☑️ What to consider before investing in self-storage?
☑️ What areas and market does Scott focus on?
☑️ Recommended books and material to learn more about self-storage
To connect with Scott Meyers and learn more about investing in self-storage please visit:
👉Company Website:➡️https://selfstorageinvesting.com/
👉Linkedin: ➡️ https://www.linkedin.com/company/self-storage-investing/
👉Facebook: ➡️ https://www.facebook.com/selfstorageinvesting
👉YouTube: ➡️https://www.youtube.com/channel/UCk9Hli37NUUu3EKxwXlIQNw
👉Instagram:➡️https://www.instagram.com/self_storage_investing/
👉Twitter:➡️ https://twitter.com/SelfStorageGuy
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Emily K Thomas is an energetic advisor and founder of Anchor & Lead. In her work, she teaches a whole new business paradigm that utilizes energetic intelligence™️ (both science and soul) to advise high-performance professionals & creative entrepreneurs to lead with conviction and scale with complete confidence.
Her signature program, The Embodied Leadership Experience guides leaders in harnessing the power of their unique energetic framework to mitigate risk and achieve their financial intentions to build a business that fuels their lifestyle.
🔥 This episode talks about:
☑️ Emily’s journey as a leadership coach.
☑️ What is expansive leadership?
☑️ The importance of managing your energy.
☑️ How to overcome analysis paralysis?
☑️ Discovering your DNA energy and making empowered choices.
☑️ What is self-awareness? How do you measure your progress?
☑️ The 5 D’s method of transforming your energy and vibrational frequencies.
☑️ How to raise your vibrational energy and get into alignment?
☑️What to expect from working with Emily?
To connect with Emily Thomas, please visit
👉Company Website:➡️https://www.emilykthomas.com/
👉Company Website:➡️https://www.anchorandlead.com/
👉Linkedin ➡️ https://www.linkedin.com/in/emily-thomas-b8713830/
👉Instagram ➡️https://www.instagram.com/anchor.lead/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed.
He is a real estate investor who was able to make enough passive income from his business to quit his job when he was 37 years old.
With his podcast, YouTube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life.
🔥 This episode talks about:
☑️ Dustin's journey from being laid off to investing in real estate
☑️ What is passive real estate investing?
☑️ The benefits of passively investing in real estate
☑️ Why you should not rely on only one source of income?
☑️ How to start investing in real estate without a lot of money or experience?
☑️ Mistakes to avoid when starting in real estate
☑️ How to scale your real estate business and grow your portfolio?
☑️ Courses offered on how to invest in real estate
To connect with Dustin Heiner and learn more about real estate passive investing, please visit
👉Company Website:➡️https://masterpassiveincome.com/
👉Linkedin ➡️ https://masterpassiveincome.com/linkedin
👉Facebook ➡️https://masterpassiveincome.com/facebook
👉Instagram ➡️ https://masterpassiveincome.com/instagram
👉YouTube ➡️ https://masterpassiveincome.com/youtube
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Matthew Sullivan is the founder and CEO of QuantumRE, the real estate marketplace that makes home equity accessible, investible, and tradeable. He is also the President and Founder of Crowdventure.com, a real estate crowdfunding company, and manager of two real estate funds.
With a background in finance and technology, he worked with Richard Branson's corporate finance team on a number of Virgin companies such as Virgin Executive Jets and was appointed as director and trustee of Virgin's London Air Ambulance Service.
QuantumRE is a unique real estate marketplace that leverages blockchain technologies to make home equity accessible, investible, and tradeable. They solve a major problem for homeowners that want to access their home equity with no monthly payments and without the burden of additional debt. Their secondary trading platform and the marketplace is built on the Algorand blockchain and have been designed to enable investors to access this vast, untapped real estate asset class i.e, the equity in owner-occupied homes with a marketplace where their tokenized investments can be bought, sold, and traded.
🔥 This episode talks about:
☑️Matthew’s background as a fintech entrepreneur.
☑️What is crowdfunding and how does it work?
☑️The advantages of investing in unlisted/non-public securities
☑️How does the equity in your home work?
☑️The benefits of investing in home equity contracts compared to other asset classes.
☑️The difference between a home equity line of credit and a traditional mortgage?
☑️The downside of investing in home equity
☑️Do you need to be an accredited investor to invest with QuantmRE?
☑️The minimum investments, payback period, and projected Internal Rate of Return (IRR)
☑️Could home equity contracts be the next biggest real estate asset class?
☑️Specific investment opportunities with QuantmRE’s marketplace platform.
To connect with Matthew Sullivan and to learn more about QuantmRE, please visit :
👉Company Website:➡️http://www.quantmre.com/
👉Linkedin: ➡️ http://www.linkedin.com/company/quantm-one
👉Instagram:➡️www.instagram.com/quantmre/
👉Facebook:➡️www.facebook.com/Quantm.one
👉Twitter:➡️ https://twitter.com/quantmre?lang=en
👉Email: msullivan@quantmre.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Abel Pacheco is a real estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing renovations, raising private capital, and management of multi-family investment properties.
Abel and his wife have invested, owned, and operated income-producing properties since 2008. Abel is a General Partner and Principal in $150MM+ of Commercial Real Estate across 17 syndications and 1500+ doors. He is also working on developing a 156‐door multifamily property, and 98 unit build-to-rent community. He has also served as a commercial loan broker. His wife Leslie has also invested on her own in 500+ doors of commercial real estate.
Prior to real estate investing, Abel was a senior tech sales executive. He brings 20 years of professional experience, including a verifiable 10x track record going from 5.6 million in acquisitions to 57 million in acquisitions in 2015.
Abel Pacheco, President and Principal of 5 Talents Capital, and the host of the Five Talent Podcast. He also hosts CRE Meetups, a monthly multi-family meetup providing free multi-family investing education for others in the community.
🔥 This episode talks about:
☑️Abel’s background working as a tech sales executive and why he decided to invest in real estate at the same time
☑️Scaling up from single-family to multifamily
☑️Advantages of investing in multifamily syndications
☑️Who is "5 Talents Capital" and what types of real estate assets do they focus on?
☑️Real estate syndications and its tax benefits for W2 employees
☑️Some strategies for building wealth and protecting your income from taxes.
☑️The potential returns (IRR) when passively investing in multifamily syndications
☑️How to stop trading time for money?
To connect with Abel Pacheco and learn more about multifamily and syndication, please visit
👉Company Website:➡️https://5talents.capital/
👉Linkedin ➡️ https://www.linkedin.com/in/abelpacheco/
👉Facebook ➡️https://www.facebook.com/bullpacheco/
👉Instagram ➡️https://www.instagram.com/abeljpacheco/
👉Podcast ➡️The 5 Talents Podcast How to Build Wealth Like the 1%
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Billy Keels is a strategic advisor at First Generation Capital Partners and the host of the Going Long podcast. Billy helps high-wage earners escape the corporate rat race by discovering passive income opportunities so they can stop trading time for money.
Although Billy is not a tax professional, the investment strategies he shares can help high-wage W2 earners reduce some of their income taxes.
🔥 This episode talks about:
☑️Billy’s background as a top providing sales executive and how he started investing passively
☑️The types of assets Billy invested in
☑️What is an accredited investor?
☑️The benefits of being an accredited investor?
☑️The advantages of investing passively in real estate.
☑️The tax implications of being a high-wage w2 earner and what to do about this
☑️Which investment vehicles can you use to lower your w2 taxes?
☑️Understanding the level of risk for the assets you are thinking about investing into
☑️How to measure this risk?
☑️How to passively invest in energy companies (oil and gas)?
☑️The tax benefits of oil and gas
☑️How much can you potentially earn? (Potential IRR)
☑️The importance of setting your investment goals before making investment decisions.
To connect with Billy Keels and learn how to claim more of your W2 income, please visit
👉Website:➡️https://www.firstgencp.com/
👉Linkedin ➡️https://www.linkedin.com/in/billykeels/
👉Podcast ➡️Going Long Podcast with Billy Keels
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Terry Hale is an author of educational curriculums, numerous trade and business magazine articles, and has presented live seminars to over 200,000 attendees across the nation for educational advisory services.
He has been featured on CBS Radio, CNBC, and several syndicated radio broadcast networks as the leading authority in commercial real estate investing. Terry has over 20 years of real estate-related marketing, training, and teaching experience.
Terry has been on several boards of directors providing Real Estate Education Programs and has assisted in the negotiations, with years of diversified real estate experience. His commercial real estate training provides the techniques on how to find, pre-screen, evaluate, structure, and use negotiation tactics for repositioning and stabilizing commercial properties.
🔥This episode talks about:
✅Terry’s experience in Commercial Real Estate (CRE)
✅Differences between conventional and creative financing.
✅What are some of the advantages of creative financing?
✅How to calculate the capitalization rate in real estate?
✅How to maximize revenue from CRE deals?
✅What is a 1031 exchange and how does it help you save on taxes?
✅Types of assets that can benefit from a 1031 exchange?
✅How to find CRE deals?
✅Terry’s training and mentoring program for those wanting to start a CRE business
✅Profitable CRE strategies
✅Do you need to have a lot of money to be a wholesaler?
✅What is a "Bird Dog" in real estate?
To connect with Terry Hale and learn more about Commercial Real Estate, please visit
👉Website:➡️https://terryhale.com/
👉Linkedin ➡️https://www.linkedin.com/in/terry-hale-b049667b/
👉Facebook ➡️https://www.facebook.com/terryhaletraining/
👉Instagram ➡️https://www.instagram.com/terryhale_wealth.by.design/
👉Podcast ➡️Wealth By Design
⬇️📚To download the free E-book - “Two Best Strategies To Profit with Commercial Real Estate➡️https://terryhale.com/
🆓📅 To schedule a free 20-min Strategy and Planning Session➡️ https://go.terryhale.com/schedule
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Tony Martignetti is a trusted advisor, coach, experience creator, author, podcast host, and speaker. He brings together over 25 years of business and management experience, formal training, and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and unlock their true potential.
Before becoming the founder and chief inspiration officer of Inspired Purpose Coaching, he was a finance and strategy executive with experience working with some of the world's leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company.
Tony is the host of The Virtual Campfire podcast and the author of "Climbing the Right Mountain: Navigating the Journey to An Inspired Life."
🔥 This episode talks about:
✅Tony’s background in finance before becoming an Inspired Purpose Coach
✅How to choose between preservation or transformation?
✅The importance of knowing your why and the importance of constantly revisiting your why
✅What are the seven traits of an inspiring leader?
✅What does trust mean in leadership?
✅Proactive versus reactive leadership
✅Understanding the concept of “slow is fast” and how this can increase your momentum
✅Tony’s book, Climbing the Right Mountain.
✅The importance of defining and clarifying your purpose (constantly).
✅The importance of aligning your goals, values, and beliefs.
To connect with Tony Martignetti, please visit:
👉Website:➡️https://www.inspiredpurposecoach.com/
👉Website:➡️https://linktr.ee/inspiredcoach
👉Linkedin ➡️https://www.linkedin.com/in/tonymartignett1/
👉Podcast ➡️The Virtual Campfire
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
John Casmon is an entrepreneur and real estate investor who has helped busy professionals invest over $100 million in multifamily housing. John also consults active multi-family investors to help them start or grow their business.
He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light
🔥This episode talks about:
✅John's background in marketing and advertising and how he started building his real estate portfolio.
✅The financial benefits of investing in real estate.
✅The advantages of investing in multifamily (compared to other asset classes) .
✅What are some tax benefits of investing in real estate?
✅The difference between appreciation and depreciation?
✅The benefits of passive income.
✅Why is depreciation considered a ‘paper loss’?
✅How does leverage in real estate build cash flow?
✅What is Real Estate Professional Status (REPS)?
✅Investing actively and passively in real estate
✅General Partner versus Limited Partner
✅How to get started in multifamily syndication as a limited partner?
✅Some of the risks with buy and flips (single family)
✅How to mitigate risks in real estate?
✅What makes multifamily recession-proof?
✅The impact of recent interest rates on multifamily housing (Investor standpoint)
To connect with John Casmon and to learn more about passively investing in multifamily syndication, please visit:
👉Company Website:➡️https://casmoncapital.com/
👉Linkedin ➡️https://www.linkedin.com/in/multifamily-apartments-john-casmon/
👉Multifamily Insights Podcast - ➡️https://casmoncapital.com/podcast
👉Email 📧 john@casmoncapital.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $180M in real estate across 1900 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. He is the host of The Multifamily Live Podcast and 7 Figure Multifamily Mastermind
Jason wakes up daily at 4:32 AM and most importantly, he's a father of three amazing kids.
This episode talks about:
✅Jason shares his experience with multifamily as an asset class
✅The mindset shift that led him to overcome doubt and taking the next big steps in real estate syndications
✅In regards to risk, Single-family versus multi-family investments
✅How can larger deals be less risky and more attractive to potential investors?
✅How to get started in multifamily syndication as a limited partner?
✅The benefits of investing in multifamily compared to other asset classes.
✅How multifamily can hedge against inflation
✅How multifamily properties are financed
✅How to use leverage to invest in real estate syndications as limited partners (LP)
✅Leveraging your cash value in a whole life policy to increase your net worth.
✅Recommended books and podcasts to learn more about multifamily investing
To connect with Jason Yarusi and learn more about investing in large multifamily deals, please visit:
👉Company Website:➡️http://www.yarusiholdings.com/
👉Personal Website: ➡️ http://www.7figuremultifamily.com/
👉Linkedin: ➡️ https://www.linkedin.com/in/jasonyarusi/
👉YouTube: ➡️ https://www.youtube.com/channel/UCtHqCFLhOhvYZ2ClgHlij8g
👉Instagram:➡️https://www.instagram.com/7figuremultifamily/
👉Twitter:➡️ https://www.facebook.com/7figuremultifamily
👉Email: jason@yarusiholdings.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-digit returns and accomplishes this through various means.
Mustafa streamlines the investment process, providing accredited and non-accredited investors access to real estate investment options via their retirement and non-retirement funds. He diversifies clients’ portfolios, giving them exposure to real estate, and optimizes overall portfolio performance.
Prior to Veloce Capital, Mustafa co-founded Realty Mercato, where he used his real estate knowledge and business acumen to grow investor portfolios.
This episode talks about:
- Updates on recent mortgage changes (changes in interest rates)
- Long-term versus short-term real estate investment outlooks
- What is a negative K1 distribution and why is it beneficial?
- Tax advantages of buy/hold real estate strategies
- How has the recent increase in interest rates affected Multifamily investing?
- Which markets are doing better than others?
- Some disadvantages of fix and flips and taking the solo active real estate investor route
- Advantages of investing into larger deals and sharing risk
- How Veloce Capital is helping investors with various investing strategies
- What are some of the differences between Regulation A (Reg A) and Regulation D (Reg D) offerings, in non-public investments?
- What is a REIT (real estate investment trust) and how does it compare to syndications and Reg A offering?
- Leveraging your dividend-paying whole life insurance policy to passively invest in real estate
- The different types of real estate income that are excluded from UBIT (Unrelated Business Income Tax). Types of investments that are subject to UBIT?
- What does ‘value-add’ mean in real estate?
To connect with Mustafa Ladha and to learn more about passively investing in apartment complexes in a tax-free manner, please visit:
👉Company Website:➡️https://www.velocecapital.com/
👉Linkedin ➡️ https://www.linkedin.com/in/mustafa-ladha/
👉Email 📧 ml@velocecapital.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Nolan Sanburn is a commercial real estate syndicator and Infinite Banking Practitioner. Nolan has a deep understanding of using real estate and cash value whole life insurance to enhance returns and mitigate taxes.
This episode talks about:
- Nolan’s introduction to commercial real estate investing and Infinite Banking
- How does the Infinite Banking Concept work?
- Tax advantages of Infinite Banking
- How to use cash value whole life insurance to leverage other investments, such as real estate syndications?
- The advantages of borrowing against your cash value whole life insurance compared to having a home equity line of credit (HELOC) or going to a traditional bank.
- How do policy loans work with Infinite Banking?
- How does your money keep growing even when you have an outstanding loan against your policy?
- How are dividends credited? Are dividends guaranteed?
- How Nolan utilizes his own whole life policy in growing his real estate portfolio.
- Applying bonus depreciation and other tax-saving strategies with real estate
To connect with Nolan Sanburn and to know more about Bank on Yourself Concept and Real Estate Syndication, please visit:
👉Company Website:➡️https://www.sanburnholdings.com/
👉Linkedin ➡️ https://www.linkedin.com/in/nolan-sanburn-65147472/
👉YouTube ➡️https://www.youtube.com/c/NolanSanburnTheInfiniteBankingGuy
👉TikTok ➡️ https://www.tiktok.com/@infinitebanking_investor
👉Instagram ➡️https://www.instagram.com/nolan_sanburn/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Grace Gong is the founder of Smart Venture Media and the host of Smart Venture Podcasts, a Top 10 VC podcast. Her podcast guests include many C-level executives of well-known companies, as well as investors and unicorn founders such as; the founders of Craigslist, Square, FTX, Opensea, and others.
Grace is on the list of LinkedIn Top Voices in Finance 2022, a speaker at NFT NYC, and a number one bestselling author on the topic of venture capital. Prior to being a founder, grace worked in venture capital and private equity.
This episode talks about:
- Grace's background in venture capital and private equity.
- What is a venture capital firm?
- What type of investments do venture capital firms invest in?
- The difference between traditional and venture capital investing
- Downsides of venture capital funding
- The impact of venture capital firms on NFTs and cryptocurrency
- Who is Smart Venture Media?
- What is Web3?
To connect with Grace Gong and learn more about Venture Capital, please visit:
👉Website:➡️https://linktr.ee/gracegong115
👉Personal Website:➡️http://www.gracegong.com/
👉Linkedin: ➡️https://www.linkedin.com/in/gracegong/
👉Twitter: ➡️https://twitter.com/gracegongGG
👉Podcast: ➡️ Smart Venture Podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Adam Carroll is a two-time TEDx speaker with over 6 million views on his talk from the London Business School. He's a four-time author and the founder of the Shred Method, a system that creates freedom for people by teaching them how to create income efficiency, blast away debt, and build real wealth in record time.
This episode talks about:
- What is The Shred Method™ and how this strategy can help you get out of debt?
- Using a HELOC (Home Equity Line of Credit) within the Shred Method.
- What type of debt can the Shred Method ™ help eliminate?
- Snowball method of paying off debt?
- How can the Shred Method ™ help real estate investors?
- How does your mindset influence your financial outlook?
- Velocity Banking Concept v.s. Shred Method ™
- Tax advantages of using the Shred Method ™
- Using the Shred Method ™ for building cash flow and assets
- The benefits of having a home equity line of credit (HELOC) compared to a cash-out refinance (or other types of debt)
To connect with Adam Carroll and to learn more about the Shred Method™, please visit:
👉Website:➡️https://www.theshredmethod.com/
👉Personal Website:➡️http://www.adamspeaks.com/
👉Linkedin: ➡️https://www.linkedin.com/in/adamcarrollspeaks/
👉Facebook: ➡️https://www.facebook.com/AdamSpeaks/
👉Twitter: ➡️https://twitter.com/AdamCarroll
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Heather Lee Chapman is a holistic self-mastery and business coach, and the owner and creative director of Own It Empire. She assists those who want to become the best versions of themselves and live their best lives through holistic, high-performance, and business coaching with her online programs and one-on-one VIP coaching.
Heather has always been an entrepreneur and has over 16 years of experience studying human potential and performance and a decade of coaching individuals and assisting them to get clear on their goals and make them a reality. She is a designated NLP timeline therapy and hypnosis designated practitioner and NLP coach.
Heather is also a certified nutritional practitioner and studies advanced spiritual training. She's also a co-author in two Amazon number-one bestsellers.
This episode talks about:
- Heather’s background in Neuro Linguistic Programming (NLP) and life coaching.
- What are limiting beliefs and how can they affect your life?
- How to eliminate limiting beliefs?
- Why is it important to envision your goals?
- What is Neuro Linguistic Programming and how can it improve your business and financial situation?
- How to stay positive in a negative situation?
- The importance of learning from your failures
- How to eliminate limiting beliefs about money?
- Fundamental steps to creating a vision of your future self.
- The importance of creating good habits in accomplishing your goals.
- How to automate your success?
To connect with Heather Lee Chapman and to learn more about Neuro Linguistic Programming (NLP), please visit:
👉Website:➡️https://www.ownitempire.com/
👉Linkedin: ➡️https://www.linkedin.com/in/own-it-empire/
👉Facebook: ➡️https://www.facebook.com/groups/ownitwithhlc
👉Twitter: ➡️https://twitter.com/ownitempire
👉Instagram: ➡️https://www.instagram.com/own_it_empire/
👉YouTube: ➡️https://www.youtube.com/channel/UCkBrGLJRDf2p0SL2Es9VrFQ
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions.
Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does private placement life insurance work?
This episode talks about:
- Daniel's background in international financial services
- What is Private Placement Life Insurance (PPLI) and how does it work?
- What is niche insurance and how are PPLI policies different from other life insurance policies?
- Who are the parties involved in setting up PPLI? The external and internal aspects of it?
- The minimum net worth requirement to qualify for PPLI?
- The advantages of investing in PPLI under the acronym PATEC.
- Can PPLI policy owners withdraw from their cash value or borrow against it at any time?
- The portability features of PPLI, in an international setting.
- The role of the financial professional in helping PPLI clients in building strong investment options, mitigating taxes, and asset protection.
- Is there a growing market for Private Placement Life Insurance amongst wealthy individuals and businesses globally?
To connect with Daniel Coller and learn more about Private Placement Life Insurance, please visit:
👉Company Website➡️https://www.1291group.com/
👉Linkedin ➡️https://www.linkedin.com/in/daniel-koller-42a8368/
👉Email ➡️dani.koller@gmx.net
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Michael Johnson is an Author, Master NLP Practitioner, and a Business Mentor, and Investor. He works with businesses to help them attain the necessary solutions to save them money, improve their revenue, and create a more meaningful impact for their team, their customers, and themselves.
With over 30 years of teaching, coaching, and mentoring experience, Michael brings a unique and effective approach to taking businesses to the next level using the power of business choreography.
This episode talks about:
- How Michael took his professional ballroom dancing experiences to the next level of entrepreneurship.
- Challenges in preparing to exit your business
- The importance of having an exit strategy for your business
- Importance of delegating responsibilities and letting go to scale your business
- Short-Term Thinking vs Long-Term vision in a business setting
- What does retirement look like for you when exiting your business?
- How to find investors for small privately held businesses?
- What are some advantages of investing in small private businesses compared to investing in the stock market?
- Different types of investments you can make, such as equity/debt positions
- Advantages of passive investing,
- Is buying an existing business more predictable than starting one?
- Leveraging your dividend-paying whole life insurance policy to buy or invest in privately held businesses. What are the tax advantages when doing this?
To connect with Michael Johnson and to learn more about investing in small businesses, please visit:
👉Company Website:➡️https://bizchoreo.com/
👉Website:➡️https://michaelanthonyjohnson.com/maj-home54999957
👉Linkedin ➡️ https://www.linkedin.com/in/michael-johnson-3149151ab/
👉YouTube ➡️https://www.youtube.com/channel/UCNQ6EaYL4bn3SRKq9hYNYrA
👉Podcast ➡️Business Choreography
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Junie Moon is a transformational coach, helping people lower the volume of their inner critic so they can create powerful, successful lives. She's been on News 12 New Jersey, Blog Talk Radio Authority Magazine, Thrive Global, and in the Newark International with her film Shed The Shame that She produced and starred in.
She's also an international bestselling author of Loving the Whole Package: Shed the Shame and Live Life Out Loud. She is an International Award-winning speaker and host of the successful Midlife Love Out Loud podcast. You can learn more about Junie at coachjuniemoon.com
This episode talks about:
- Junie’s journey as a transformational coach.
- What are limiting beliefs and what causes them?
- Examples of limiting beliefs in a business setting
- How do limiting beliefs affect the decisions you make? How do they hold you back from new opportunities?
- Several ways to overcome your limiting beliefs
- False perceptions about business/entrepreneurship that stop you from reaching your goals.
- How coaching helps us transform our limiting beliefs into a different way of thinking and taking risks?
- What to expect from working with a Junie?
To connect with Junie Moon, please visit:
👉Website:➡️https://midlifeloveoutloud.com/
👉Linkedin: ➡️https://www.linkedin.com/in/love-coach-junie-moon-995262a/
👉Facebook: ➡️https://www.facebook.com/lovecoachjuniemoon/
👉Twitter: ➡️https://twitter.com/coachjuniemoon
👉Instagram: ➡️https://www.instagram.com/lovecoachjuniemoon/
👉YouTube: ➡️https://www.youtube.com/c/CoachJunieMoon1/featured
👉Book: 📚 Loving the Whole Package: Shed the Shame and Live Life Out Loud
👉 Podcast: ➡️Midlife Love Out Loud with Love Coach Junie Moon
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur. She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing. Karen is the Leader and Advocate for the Compassionate Capitalist Movement. She believes entrepreneurism is the greatest source for wealth creation. “You don't have to be a successful entrepreneur to create generational wealth if you can learn how to invest in those companies that have the potential to be the next big thing”, according to Karen.
Karen managed a traditional angel investor network in Atlanta, GA for many years until the JOBS Act of 2012 created an opportunity to disrupt the status quo for connecting entrepreneurs and investors. Karen offers capital strategy, preparation, and investor relations services for entrepreneurs seeking financing based on the new regulations for crowd finance through her firm Kugarand Capital Holdings LLC. Karen provides education and due diligence services to a new generation of private investors in her National Network of Angel Investors.
This episode talks about:
- Karen's background in Corporate America and her introduction to Angel investing
- Do you need to be an accredited investor to become an angel investor?
- What is compassionate capitalism?
- What is Crowdfunding?
- Advantages of crowdfunding from the investor's standpoint?
- Typical holding period when investing in crowdfunding investments vs. other assets
- What are some key factors to consider before investing in privately held businesses?
- What is a Reg A+ offering vs. Rule 506(b) and other types of capital raising methods
- Is there a specific crowdfunding platform/website where you can find a list of companies that are raising capital?
- Which state has the most angel investors?
- Resources to learn more about raising capital and investing in private business
To connect with Karen Rands and learn about being an angel investor, please visit:
👉Website:➡️http://kugarand.com/
👉Websitehttp://insidesecretstoangelinvesting.com/
👉Linkedin: ➡️https://www.linkedin.com/in/karenrands/
👉Facebook: ➡️https://www.facebook.com/TheKarenRands
👉Twitter: ➡️https://twitter.com/karen_rands
👉Instagram: ➡️https://www.instagram.com/compassionatecapitalist/
👉Book: 📚 Inside Secrets to Angel Investing
👉 Podcast: ➡️The Compassion Capitalist Show
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business.
A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.”
Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow.
Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.
This episode talks about:
- Focusing on different parts or phases of retirement
- The importance of working with an experienced financial advisor
- The impact COVID had on retirement and retirement planning
- What has changed in retirement planning between 2020 and 2022?
- Shifting your mindset to living more meaningfully in retirement vs your current relationship with money.
- What key factors should you consider when planning for retirement?
- The difference between tax filing and tax planning.
- Who is Carson Group and what do they specialize in?
- What is a family office? Are we seeing this more often in financial planning?
- A different perspective/rewirement on retirement
- Jamie’s current and new books he has authored.
To connect with Jamie P. Hopkins and to know more about Carson Group, please visit:
👉Website: ➡️Www.carsongroup.com
👉Linkedin:➡️https://www.linkedin.com/in/jamie-hopkins-esq-llm
👉Twitter:➡️https://twitter.com/RetirementRisks
👉Facebook: ➡️https://www.facebook.com/CarsonGroup
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.
This episode talks about:
- The importance of working with a certified Bank On Yourself ® Professional.
- What is a Bank On Yourself ® Professional?
- What does it take to become a Bank On Yourself ® Professional?
- What makes a dividend paying whole life policy “properly structured”?
- Cash value whole life insurance vs. indexed universal life Insurance?
- What are the disadvantages of Indexed universal life insurance?
- What is annual renewable term (ART) insurance and how does this impact the growth of your cash value?
- The benefits of a dividend-paying whole life insurance policy structured the Bank On Yourself ® way.
- Borrowing against your cash value and why this helps you retain your wealth
- What is Arbitrage?
- Learn to grow the same money in multiple places
To connect with Mark Willis and learn more about becoming a Bank On Yourself Professionals, please visit:
👉Website:➡️https://lakegrowth.com/
👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth
👉Facebook: ➡️https://www.facebook.com/lakegrowth
👉Twitter: ➡️https://twitter.com/LakeGrowth
👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/
👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/
👉Book: 📚 Amazon: Mark Willis Book
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Matthew Shields is a self-taught entrepreneur, real estate investor, author, and podcast host. He has a great passion for business which led him to founding Virtus Technology, a digital transformation company, and Virtus Property Group, a multifamily investment company.
He also co-founded Significant Lifestyle Communities, his 2nd multifamily investment/property management company. Matt is the host of The Secret Sauce Podcast.
This episode talks about:
- Who is Virtus Technology and how do they help businesses with digitization?
- What does it mean to digitize a company?
- How do companies benefit from digitalization?
- Matt’s background in real estate investing and syndication.
- Differences between raising capital from accredited vs non-accredited investors
- The impact of a recession on the housing market.
- How does multifamily real estate react to inflation?
- Why is multifamily a great hedge against inflation?
- The advantages of investing in real estate (compared to other assets) .
- Leveraging real estate assets for other investments and businesses
To connect with Matthew Shields, please visit:
👉Linkedin ➡️ https://www.linkedin.com/in/matthewshields/
👉Twitter ➡️https://twitter.com/PassSecretSauce
👉Email 📧matt.shields@passthesecretsauce.com
👉Podcast ➡️The Secret Sauce Podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation
Today we have the Co-Founder and Chief Operating Officer of Waalaxy, Guillaume Portalier. He went from $0 to $6M ARR, from 0 to 10k clients worldwide, and from 4 to 30 people, in less than 3 years. Guillaume is passionate about growth & entrepreneurship.
If you're interested in growing your business using LinkedIn, and or starting a tech company, Then you'll get a lot of value out of this episode.
This episode talks about:
- Guillaume’s background in consulting and how this led him to start his own company
- The Waalaxy software and its key features
- How automation can allow outreach without exhaustion
- Who are Waalaxy’s primary users?
- Cold emails versus email marketing.
- The similarities and differences between Waalaxy and LinkedIn Premium.
- Can you actually run and grow a business without investors and shareholders?
- What are the common obstacles for a startup business and how to overcome them?
- Techniques for running a business on a low budget
- How to manage and run an international software service company?
- The advantage of having an in-house software developer instead of hiring a third-party provider.
- Waalaxy’s goals in the next 5 years
- Key components when starting an IT company
To connect with Guillaume Portalier and learn more about prospecting and automation, please visit:
👉Linkedin: ➡️https://www.linkedin.com/in/guillaume-portalier-waalaxy/
👉✨👌Get 2 months free when you sign up using this link ➡️
https://www.waalaxy.com/?o=tdhojgdapvaz
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
Ray Drew has dedicated his entire professional career to helping small business owners navigate through the intricacies of SBA borrowing. His job is to structure a customized loan solution that meets the unique needs of the business and guide the entrepreneur through the process.
Ray’s current role is Managing Business Development Officer at Fund-Ex Solutions Group, one of 14 licensed non-bank SBA 7(a) lenders. He is the Host of The Art of SBA Lending Podcast and he just launched a YouTube Channel for entrepreneurs seeking credible information about SBA 7(a) loans called SBA Ray.
This episode talks about:
- The difference between bank and non-bank lenders
- What to consider before applying for an SBA loan?
- Difference between SBA 7a and 504 loans?
- Typical terms and requirements for SBA loans
- The maximum loan amount under 7(a) SBA loans? SBA 504 loans?
- Do SBA loans require a personal guarantee?
- What types of small businesses receive the most SBA funding?
- If you are buying a business, how much financing can you get?
- Common reasons for why SBA loans get denied.
- The increase in business acquisitions over the last 2 years and how SBA finance plays a role in acquisitions
- The average interest rate for SBA loans? Understanding how interest rates work with SBA financing.
To connect with Ray Drew and learn more about SBA loans, please visit:
👉Website: ➡️https://www.artofsba.com/
👉Linkedin: ➡️https://www.linkedin.com/in/raydrew4589/
👉Facebook: ➡️https://www.facebook.com/artofsba
👉YouTube: ➡️ https://youtube.com/channel/UC7_6-lZHN4cXa0sF6Tu8AGQ
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Victor Pierantoni is a coach, lifelong martial artist, and philosophy enthusiast. His path as a coach was inspired from losing his mother when he was seven years old to cancer. This devastating experience taught him to cherish those he loves while training himself mentally and emotionally to be ready for the inevitable battles that life would throw his way.
Victor specializes in helping creative business owners and high performance achievers accomplish a lifetime of therapy in a day so they can shed the weight of unresourceful emotional conflicts, quickly and effortlessly.
He guides them to cultivate unshakable inner peace so they can transform life as they know it and operate at their highest level of contribution. He began his coaching career working full time as the resource coach for one of the largest coaching organizations on the planet, Robin's Research International, or as most people know the brand - Tony Robbins.
After three years at Tony Robbins, Victor went off on his own under his own brand, Zen Stoic, a modern hybrid philosophy of timeless wisdom inspired from thousands of years of Zen Buddhism and Stoic philosophies that leverage modern techniques to help people live a liberated life. Today, he has worked with all sorts of interesting individuals, including CEOs, celebrities, magicians, Navy seals, actors, NASA engineers, SpaceX engineers, and has also conducted speaking engagements at private corporate training nationwide
This episode talks about:
- The relationship between perception and projection
- Controlling emotions vs controlling your state of mind
- What does it mean to reframe your thoughts? What impact does this have on you and your business?
- Identifying what is included in your belief system
- Pivoting negative emotions to more purposeful and fulfilling emotions
- Ways to overcome negative thought patterns.
- Practical exercises for being more mindful of your thoughts.
- What is emotional debt and how do you free yourself from it?
- How to break free from limiting beliefs about money.
- Developing your subconscious mind to attract money.
- Hidden barriers you have embedded in your mind that may be the reason why you are not reaching your business/financial goals
To connect with Victor Pierantoni, please visit:
👉Website: ➡️https://www.zenstoic.com/
👉Linkedin: ➡️https://www.linkedin.com/in/victor-pierantoni/
👉Instagram:➡️https://www.instagram.com/victor.pierantoni/?hl=en
👉Facebook: ➡️https://www.facebook.com/vic.pierantoni
👉Tiktok: ➡️https://www.tiktok.com/@victor.liberatedlife
👉YouTube: ➡️ https://www.youtube.com/channel/UCFDWmhGAnvjBXcURkJP6Pdg
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Leisa Peterson is The Mindful Millionaire Maker. As a coach, author, business growth strategist, and founder of Wealth Clinic, she helps people elevate their financial consciousness by realizing their true value and becoming financially empowered
This episode talks about:
- Leisa's background prior to coaching clients
- What does it mean to have a “scarcity mindset” and how does this affect your entrepreneurial journey?
- Key components when it comes to making financial decisions
- Where should business owners invest their profits?
- The difference between reinvesting in your business and investing in other businesses
- The importance of financial planning, especially with business owners
- Learning about yourself, money, and how you can create the life you truly want.
- The difference between a financial advisor and financial coach
- How Leisa could help you create this millionaire mindset and achieve your goals
- Learn more about Leisa’s book “TheMindful Millionaire”
To connect with Leisa Peterson, please visit:
👉Website:➡️https://www.wealthclinic.com/speaking-media-leisa-peterson/
👉Linkedin: ➡️https://www.linkedin.com/in/leisapeterson1/
👉Facebook: ➡️https://www.facebook.com/leisa.peterson/
👉Twitter: ➡️https://twitter.com/leislooski
👉Instagram: ➡️https://www.instagram.com/leisapeterson/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Carl Fischer graduated from Cornell University and is a third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Florida.
Carl is one of the founders and principals in CAMA Self Directed IRA, LLC (dba CamaPlan) founded in 2004. CamaPlan is a national company located in Ambler, PA. Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages.
He’s been able to increase his net worth using self-directed tools, such as self directed IRAs. This has led to tax free income as well as tax free profits from real estate deals and private placements. In addition to his hands-on experience, he has spoken to many groups including real estate investors and brokers, CPAs, financial advisors, attorneys, and mortgage professionals about the power and possibilities of IRA, 401k, and qualified plan self-directed plans. He provides continuing education credits for both nationally and state-specific attorneys, accountants, realtors, and appraisers.
This episode talks about:
- Carl’s journey to creating a Self-Directed IRA company
- Types of Alternative Investments that can be used inside of Self-Directed IRAs
- Can you use a self-directed IRA to invest passively in real estate?
- IRA loans? What is a Nonrecourse loan?
- What is Unrelated business income taxes (UBIT)?
- What triggers UBIT?
- Interest rates on IRA loans?
- Can you leverage your self-directed IRA to loan money to others (also known as Private Money Lending)?
- How to avoid/mitigate some risks of using a SDIRA
- Can you reinvest your IRA in something else other than real estate?
- Can you convert your traditional IRA to a Roth IRA (without penalty)?
- How does CamaPlan work to help you create your own self-directed IRA?
To connect with Carl Fischer, please visit:
👉Company Website:https://www.camaplan.com/
👉Linkedin ➡️ https://www.linkedin.com/in/camaplan/
👉Facebook ➡️https://www.facebook.com/camaplan
👉Instagram ➡️https://www.instagram.com/cama_plan/
👉Twitter ➡️https://twitter.com/CamaPlan512
👉YouTube ➡️https://www.youtube.com/camaplan1
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
This episode talks about:
- Recap on the Bank on Yourself Concept and what it is
- Two parts of a cash value whole life insurance policy
- Leveraging the cash value in a whole life policy for other investments and businesses.
- What are small business bonds?
- Who is SMBX? How are they helping small business owners raise capital and investors with earning passive income?
- Realizing the arbitrage between leveraging your whole policy and the income from passive investments
- What is non-direct recognition? How is it advantageous when earning passive income?
- What are some of the tax benefits in this situation? How taxes work when you receive principal and interest back from bonds? The tax benefits of using whole life for passive investments
- Why SMBX may be more advantageous for small business owners than banks in terms of borrowing?
- What are some of the risks to look for when investing in small businesses?
- What about market volatility? How does it affect your policy?
To connect with Sarry Ibrahim and to learn more about SMBX and Bank on Yourself Concept, please visit:
👉SMBX Company Website:➡️https://www.thesmbx.com/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Vince Shorb is one of the country’s leading advocates for promoting financial literacy and a thought leader in teaching and scaling financial education programming. Shorb has led the NFEC in the development of 2,500 financial literacy programs and more than 80 financial literacy assets. He has been featured in publications on USA Today, CNBC, Yahoo Finance, Forbes, CNN Money, MarketWatch, Fox Business, Huffington Post, NASDAQ, and Business Insider.
After spending 15 years in financial services working one-on-one with more than 20,000 people, he founded the National Financial Educators Council (NFEC) – an organization dedicated to combating the financial illiteracy epidemic.
This episode talks about:
- Vince's passion for learning about money, investing and sharing knowledge with others
- Vince's early introduction to business and real estate investing.
- What does budgeting entail?
- Why is it important to understand your spending habits? How does this impact your life?
- Why financial education is important to understand at a young age
- Money-saving tips/strategies
- How do you build a strong financial foundation?
- The difference between self-education and traditional education.
- Overcoming the fear of losing money in any form of business
- The benefits of setting big goals
- The importance of teaching financial literacy and entrepreneurship in schools
- Who is the National Financial Educators Council and who do they help?
- Differences between financial advising and financial coaching
To connect with Vince Shorb and to learn more National Financial Educators Council, please visit:
👉Website:➡️https://www.financialeducatorscouncil.org/
👉Linkedin: ➡️https://www.linkedin.com/in/vinceshorb/
👉Facebook: ➡️https://www.facebook.com/NationalFinancialEducatorsCouncil/
👉Twitter: ➡️https://twitter.com/NFEC_FINEDU
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
JessicaFialkovich is an exit expert, best-selling author, speaker, small business advocate, and award-winning business owner. The founder of Exit Factor, she is also the co-owner of Transworld Business Advisors in Colorado, Dallas, and Las Vegas. Jessica is an entrepreneur at heart and successfully built and sold two startups, along with her husband and business partner, Al. With Transworld, they run the business brokerage firm that does the most M&A transactions annually for small and medium-sized businesses. She is also active in the entrepreneurial community, including Entrepreneurs' Organization (EO). She resides between Dallas, TX, and Denver, Colorado.
This episode talks about:
- Jessica’s entrepreneurial background and journey as a small business owner.
- How many business owners are actually prepared to exit their business?
- Some of the common reasons why businesses fail rather than sell
- Common misconceptions about selling your small business.
- How can you make your business more attractive to potential buyers?
- How delegating tasks can make your business more profitable?
- What types of businesses’ does Jessica’s team focus on?
- How are business valuations calculated? Common techniques?
- How can SBA lending help you finance an established business?
- Using your dividend-paying whole life insurance policy to speed the process of financing a business
- Controlling your own financing terms using your dividend-paying whole life insurance policy
- Is it possible to passively invest in small types of businesses?
To connect with Jessica Fialkovich, please visit:
👉Company Website:➡️https://www.exitfactor.com/
👉Website ➡️ https://jessicafialkovich.com/
👉Linkedin ➡️ https://www.linkedin.com/in/jessicafialkovich/overlay/contact-info/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Mustafa Ladha has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-digit returns and accomplishes this through various means.
Mustafa streamlines the investment process, providing accredited and non-accredited investors access to real estate investment options via their retirement and non-retirement funds. He diversifies clients’ portfolios, giving them exposure to real estate, and optimizes overall portfolio performance.
Prior to Veloce Capital, Mustafa co-founded Realty Mercato, where he used his real estate knowledge and business acumen to grow investor portfolios.
This episode talks about:
- How Mustafa started in real estate and alternative investing.
- How real estate can be one of the best investments you make.
- Different types of real estate investing (asset classes)?
- Investment strategies commonly used.
- What does ‘cash on cash return’ mean? What type of cash on cash return can one anticipate on receiving?
- Real estate investment strategies available at any stage in life.
- Investing actively and passively in real estate
- Veloce’s Capital investment focus
- The correlation between risk and return
- The importance of diversifying your investment portfolio.
- Private Equity and Debt Financing/How deals are structured
- The importance of understanding your investor's needs and expectations.
- Funds open to both accredited and non-accredited investors
To connect with Mustafa Ladha and to learn more about passive and alternative investing, please visit:
👉Company Website:➡️https://www.velocecapital.com/
👉Linkedin ➡️ https://www.linkedin.com/in/mustafa-ladha/
👉Email 📧 ml@velocecapital.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Marc Beshears is the President of Top Wealth Agenda. He has helped his clients grow their wealth to achieve financial security and reach their personal and financial goals and dreams without the risk, worry, or volatility of stocks, real estate, and other investments.
Marc has put his clients on track to building more than $50 million of additional wealth they would most likely not have had otherwise, through safe, proven financial strategies. That’s why Marc’s clients think of him as their “secret weapon,” helping them build and safeguard their wealth.
This episode talks about:
- Marc’s initial introduction to Bank On Yourself ®
- The unusual benefits of a properly designed dividend–paying whole life policy
- How to use whole life insurance cash value to leverage for other investments, like real estate
- Non-direct recognition- how your money keeps growing even when you have an outstanding loan against your policy
- How to protect against market risks and inflation?
- How can one profit from volatility?
- The advantages of borrowing against your cash value whole life insurance policy vs going to a traditional bank
- What is a key employee?
- Offering compensation via cash value whole life insurance to retain valuable employees
- What is a Section 162 Bonus Plan and how does it work? How can it be used as a tool to keep your best employees?
- The disadvantages of a 401k and Bank On Yourself ® can be a better fit in terms of taxes and control
- The problems with calculating average rates of returns and how mathematically they do not prove to be true.
- Who is Bank On Yourself ® good for?
To connect with Marc Beshears and to know more about Bank on Yourself Concept, please visit:
👉Company Website:➡️www.topwealthagenda.com
👉Linkedin ➡️ https://www.linkedin.com/in/marcbeshears/
👉Email: 📧marc@topwealthagenda.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Brian O’Neill is an experienced real estate investor, author, coach, and podcast host. In his real estate business, he specializes in creative finance strategies to purchase properties, offering flexible solutions for both buyers and sellers. Brian uses his 25 years of phone experience to solve sellers' challenges and help them move on. He wrote an eBook on the topic titled, “How to Master The Phone in 90 Days”.
Brian spent 25 years in corporate sales, stuck in a job he didn't like, and being away from his wife and young son. After decades of trying, Brian was finally able to break free and start his own real estate business and now he helps others aspiring entrepreneurs in similar situations break out of their W2 Prisons through his coaching program and his podcast called the W2 Prison Break Show.
Brian believes strongly in giving back. He has experienced many challenges and roadblocks in his life and had lots of help from family, coaches, and mentors along the way. Providing the highest value to his clients to help them reach their dreams is something that drives him on a daily basis.
This episode talks about:
- Obstacles people generally have when transitioning into self-employment
- The importance of coaching and mentoring in real estate
- How Brian found his mentor and what he learned from him?
- What were Brian’s biggest fears around doing real estate deals?
- What is seller financing and how does it work?
- Structuring a seller financing deal (interest, terms, etc.)
- The advantages for the seller, in a seller financing deal
- The advantages for the buyer, in a seller financing deal
- How to find creative financing opportunities?
- Do you need to have a real estate license to carry out creative financing real estate deals?
- Leveraging your whole life cash value policy for financing.
- How whole life insurance companies are not dependent on the banking industry which can provide more real estate funding during a recession
To connect with Brian O’Neill and to learn more about creative real estate financing, please visit:
👉Company Website:➡️http://bkwpropertysolutions.com/
👉Website: ➡️https://www.w2prisonbreak.com/
👉Linkedin: ➡️ https://www.linkedin.com/in/brian-o-neill-5069216/
👉Podcast: ➡️ The W2 Prison Break Show
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Vijay Kailash, a Chartered Financial Analyst and the Founder of Kailash Capital Group, LLC. He's been an entrepreneur since a very young age. His businesses have ranged from selling Mountain Dew out of his locker in eighth grade to investing in real estate at age 23. After achieving LEAN financial independence at age 26, Vijay officially left his stay and steady corporate job in January, 2022 and launched a hedge fund specializing in income-producing strategies for accredited investors.
In addition to running his hedge fund, Vijay is the host of the Vijay Kailash Show Podcast, where he brings on guests who discuss entrepreneurship, investing, and self-improvement.
Vijay has been an advocate of financial education and entrepreneurship for over 15 years and teaches his firm strategy for free on his website, vijaykailash.com.
This episode talks about:
- Vijay’s introduction to entrepreneurship and investment management before running his own hedge fund.
- What is financial freedom and how can you achieve this?
- The advantages of becoming an entrepreneur.
- What is an Index Fund?
- What are Options and how can they be used as a risk mitigation strategy?
- The two major types of Options; Call and Put
- How much can one expect to earn from investing in options?
- How Options prices are calculated?
- Do interest rates affect Options prices?
- Options compared to other conventional/traditional investments
- Leveraging your whole life cash value policy for other forms of investments
- How life insurance companies manage to stay in business for centuries
- Do you need to be an accredited investor to invest in this Options strategy?
To connect with Vijay Kailash and to learn more about investing in Options, please visit:
👉Company Website:➡️https://vijaykailash.com/
👉Linkedin ➡️ https://www.linkedin.com/in/vijaykailash/overlay/contact-info/
👉Facebook ➡️ https://www.facebook.com/RealVijayKailash
👉YouTube ➡️ https://www.youtube.com/c/VijayKailash
👉Instagram ➡️https://www.instagram.com/realvijaykailash/
👉Email 📧 vijay@kailashcap.com
👉Podcast ➡️ The Vijay Kailash Show
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Shannon Robnett has been in the real estate industry for over 40 years. He has been involved from start to finish on over $250MM in construction projects covering the gamut from multi-family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage. As a developer with over 25 years of personal and hands-on development and construction experience, few in this industry are more dedicated to delivering numerous passive income streams to their syndicate partners. Along with his knowledgeable and dedicated team, we at Shannon Robnett Industries (SRI) create a second-to-none investor experience.
This episode talks about:
- Growing up in the real estate industry
- What is bitcoin mining and how does it work?
- The advantage of investing in bitcoin mining from a tax perspective, deprecation of hardware used.
- Expected profitability Bitcoin mining
- The differences between simply owning Bitcoin and mining it
- Mining and Bitcoin circulation.
- The future outlook for Bitcoin as an alternative investment.
- How can you leverage Bitcoin without actually selling it and losing the potential growth?
- What is Decentralized finance (DeFi)?
- Shanno’s current industrial real estate deals.
- What is a Triple Net (NNN) lease and why is the beneficial for the investors
- What is bonus depreciation? Tax savings?
- Industrial real estate compared to multifamily and other asset classes
- The economic advantages of investing in industrial real estate.
- Do you need to be an accredited investor when investing in industrial real estate?
- What is a Reg CF fund? How can anyone potentially invest in this fund?
- Send a direct message to Shannon and Get a FREE COPY of Shannon’s co-authored book, Think Big!
To connect with Shannon Robnett and learn more about Industrial real estate and Bitcoin Mining, please visit:
➡️Company Website:👉 https://www.shannonrobnett.com/
➡️Website:👉https://www.myverticalequity.com/
➡️LinkedIn:👉https://www.linkedin.com/in/shannonrobnett/
➡️Facebook:👉https://www.facebook.com/shannonrobnettindustries/
➡️Twitter:👉 https://twitter.com/robnett01
➡️Instagram:👉https://www.instagram.com/shannonrayrobnett/
➡️YouTube:👉https://www.youtube.com/user/MrShannonrobnett
➡️Podcast: https://www.shannonrobnett.com/podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
David C Barnett is an author, speaker, advisor, and former business broker. David loves to say that it took him 10 years to un-learn what he was taught in business school. University had trained him to be a middle-manager in big enterprises, he was totally unprepared for the realities of small business.
After a career in advertising sales, David started several businesses including a commercial debt brokerage house. Helping to finance small and medium-sized businesses led to the field of business brokerage. Over several years, David sold dozens of businesses for others while also managing his own portfolio of income properties and starting his career as a local private investor.
David regularly consults with professionals and banks on business and asset values. Currently, he also works with entrepreneurs and would-be entrepreneurs around the world who are buying, selling, or trying to improve their businesses.
This episode talks about:
- Becoming an expert in buying and selling businesses
- Starting a debt brokerage business
- Reasons why David focuses on local private money lending
- Mitigating lendings risks through collateral
- How to finance your business without a traditional bank?
- Leveraging a Bank on Yourself type whole life policy for financing
- The importance of analyzing cash flow in the lending decision
- Types of businesses David lends to
- The importance of the lender-borrowers relationships
- How to make your money grow using compounding interest?
- What is in-house financing?
- Tax advantages of borrowing, interest paid
- Understanding the legality of lending/borrowing within your jurisdiction
To connect with David C Barnett and to know more about private lending, please visit:
👉Company Website ➡️ www.DavidCBarnett.com
👉Linkedin ➡️ http://ca.linkedin.com/in/davidbarnettmoncton
👉FaceBook ➡️ https://www.facebook.com/DBarnettMoncton/
👉YouTube➡️ https://www.SmallBusinessAndDealMakingPodcast.com
👉Soundcloud➡️ https://soundcloud.com/dbarnettmoncton
👉Instagram➡️ https://www.instagram.com/dbarnettmoncton/
👉Twitter➡️ https://twitter.com/DBarnettMoncton
👉Email List Signup➡️ https://www.DavidCBarnettList.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Daniel Weisfield is a third-generation mobile home park investor, operating more than 40 manufactured housing communities in 7 states and serving over 10,000 residents.
His grandfather immigrated to the U.S., saved money by fixing cars in his backyard, and eventually bought a mobile home park. To build on that legacy, Daniel’s professional mission is to turn the “trailer park” stereotype on its head. He believes manufactured housing is the best way to close our country’s housing gap and create affordable home-ownership opportunities.
Daniel holds a JD/MBA from Yale and previously worked as a strategy consultant at McKinsey & Company and as a U.S. diplomat at the State Department. When he’s not operating mobile home parks he loves surfing, wilderness conservation, speaking foreign languages badly, and spending quality time with his wife and two young kids.
This episode talks about:
- Daniel shares why he decided to continue the legacy of investing in mobile home parks.
- The business model of the Three Pillar Communities.
- What does “value add” mean in real estate?
- Financing a mobile park home
- Misconception about trailer home parks from the general public
- How mobile home parks have changed in the last few decades?
- Why are mobile home parks considered one of the best investments in the United States?
- Some of the tax advantages of mobile home park investing?
- Who can invest with Three Pillar Communities?
- Typical holding period when investing in mobile home parks?
- Multi-family versus mobile home parks?
- The future of Three Pillar Communities, projected AUM for the future
To connect with Daniel Weisfield and learn more about mobile home parks, please visit:
👉Company Website➡️https://threepillarcommunities.com/
👉Linkedin ➡️ https://www.linkedin.com/in/daniel-weisfield-33940613/
👉Twitter➡️ https://twitter.com/danielweisfield
👉Facebook ➡️https://www.facebook.com/daniel.weisfield
👉Email ➡️info@threepillarcommunities.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Moshe Grunhut is a life insurance agent with New York Life. In under two years, he has been able to help hundreds of families and business owners get the financial protection they need. He focuses on getting people the information they need to make the right decisions. Moshe has used LinkedIn to bring in over half of his business, generating consistent inbound leads by utilizing the platform.
This episode talks about:
- How Moshe built his presence on LinkedIn?
- Why is LinkedIn a great marketing tool?
- Should one take a course on LinkedIn marketing and/or hire a coach to help with LinkedIn marketing?
- What kind of posts get the most attention, in terms of engagement?
- How to come up with content ideas for LinkedIn posts?
- How to overcome your fear of posting on LinkedIn?
- Using other platforms to grow your business.
- How much time do you need to invest in LinkedIn marketing?
- Generating leads on LinkedIn and what percentage turns into sales?
- How to overcome the stigma that surrounds the financial services industry?
- How to grow your brand's organic following on LinkedIn?
- Is focusing on a specific niche necessary?
To connect with Moshe Grunhut, please visit:
👉Website:➡️https://www.newyorklife.com/agent/mgrunhut
👉Linkedin ➡️ https://www.linkedin.com/in/moshegrunhut/
👉Email 📧 ➡️ mgrunhut@ft.newyorklife.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their return on life.
He is the co-founding partner of Invictus Capital, a multi-family acquisition firm based in Minneapolis, Minnesota with $40 billion in assets under management that provides busy working professionals with the opportunity to invest better. As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.
This episode talks about:
- Overcoming ADHD as an entrepreneur
- Taking the downsides of ADHD and using it to your advantage in business
- How to use hyperfocus to your advantage?
- Making real estate investing simple and not complex or overwhelming.
- The relation between actionable goals and self-discipline
- Why do some find it hard to make decisions?
- Importance of staying focused when there are too many options.
- How to make strategic changes?
- Creating a system around your daily habits and focusing on essential tasks.
- What does every business have in common?
- What types of real estate does Anthony focus on?
- Benefits of passive investing and syndication.
- Anthony’s book “Passive Investing Made Simple”
To connect with Anthony Vicino please visit:
👉Company Website ➡️https://invictusmultifamily.com/
👉Personal Website ➡️https://anthonyvicino.com/
👉Linkedin ➡️https://www.linkedin.com/in/anthonyvicino/
👉Facebook ➡️ https://www.facebook.com/advicino
👉Instagram ➡️https://www.instagram.com/theanthonyvicino/
👉YouTube➡️https://www.youtube.com/channel/UCpTupIxGdmt3sTpOHjegwxQ
👉Book📚 ➡️ Passive Investing Made Simple
👉Email 📧 anthony@invictusmultifamily.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Taylor Loht is on a mission to teach busy professionals how they can invest in real estate without dealing with tenants, toilets, and termites. He highlights and distills the knowledge, experiences, and lessons of expert real estate investors through his podcast The Passive Wealth Strategy Show. His goal is to help his listeners and investors build lives of abundance and escape the Wall Street Casino.
He believes that building passive streams of income is the best path to wealth generation, not the typical, boring, “Don’t have that $4 latte you enjoy twice a week.” Enjoy your latte and buy some property!
Taylor helps busy professionals passively invest in real estate syndication through his company NT Capital LLC. He started and runs the monthly Richmond Multifamily and Commercial Real Estate Investors Networking Group (now nearly 700 members). His online networking group meets every second, Tuesday at 8:00 PM Eastern Time.
Taylor and his fiance, Sandra live in Richmond, Virginia. Outside of real estate investing, he is passionate about Brazilian Jiu-Jitsu and has been training since 2015.
This episode talks about:
- Choosing financial opportunities that align with your personal goals.
- How Taylor achieved his first real estate deal and the lessons learned
- Investing actively and passively in real estate
- What is real estate syndication and how does it work?
- Can you use a self-directed IRA to invest passively in syndication?
- Potential tax risks and downsides when using a self-directed IRA for real estate investments
- The advantage of leveraging the cash value of whole life insurance to invest in real estate from a tax perspective (avoiding UBIT)
- What is UBIT? (Unrelated Business Income Tax)
- What types of real estate deals do Talyor’s team focus on?
- The advantages of investing in self-storage.
- Different ways to find good real estate deals
- Potential upcoming market changes in real estate
To connect with Taylor Loht, please visit:
👉Company Website:➡️www.passivewealthstrategy.com
👉Linkedin ➡️ https://www.linkedin.com/in/taylor-l-3416b627/
👉Facebook ➡️https://www.facebook.com/taylor.loht
👉Instagram ➡️https://www.instagram.com/passive_wealth_strategies/
👉Podcast ➡️The Passive Wealth Strategy Show
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Ben Stein grew up working with his parent's small business, a summer camp providing adventure expeditions, language immersion, and community service programs for teenagers. Prior to SMBX, he spent multiple years working at Square, helping small businesses, transition to credit cards and software that would grow their businesses.
During his time at Square, he helped the organization scale from 250 employees to over 2000. Post Square Ben joined Opendoor, which helps people buy and sell homes online building channel partnerships. As director of business development at SMBX, Ben, and his team worked directly with small and medium businesses and assist them with raising capital through the underwriting and fundraising process.
This episode talks about:
- How does SMBX help small companies raise capital?
- How can small businesses raise capital by issuing bonds as opposed to giving up equity?
- Differences between a bond and equity.
- Some of the underwriting requirements for small business owners to qualify for capital raising through SMBX
- How the Small Business Development Center (SBDC) can help small business owners prepare for financing and capital raising with SMBX
- How investors earn their returns when investing in small businesses through SMBX
- The benefits of issuing bonds for small businesses rather than getting bank loans
- What is the typical bond duration with SMBX?
- The types of businesses that could participate in SMBX.
- Reg CF Offering and the Jumpstart Our Business Startups (JOBS) Act and its impact on raising capital?
- What are some advantages of investing in SMBX?
To connect with Ben Stein and to learn more about SMBX, please visit:
👉Company Website:➡️https://www.thesmbx.com/
👉Linkedin ➡️ https://www.linkedin.com/in/benjamin-stein-25460611/
👉Twitter ➡️https://twitter.com/TheSMBX
👉Facebook ➡️https://www.facebook.com/TheSMBX/
👉Instagram ➡️https://www.instagram.com/thesmbx/
👉YouTube ➡️https://www.youtube.com/channel/UCM2Ko3d7qnsSt39exX5XCJA/featured
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Marco Salinas is the President and founder of Credit 360 Consulting and is certified as a FICO Credit Professional and a Consumer Credit Counselor as well as a Certified Financial Coach and specializes in consumer credit and debt relief and has been helping consumers with their financial needs since 2008.
He is an Amazon Best Selling Author and has co-authored a book with the legendary Brian Tracy on the topic of business credit.
Marco formerly hosted “The Credit 360 Radio Show” on Newstalk 930 KLUP in his hometown of San Antonio as well as other media outlets such as CNN.
He is also a certified real estate instructor through TREC and TAR and hosts seminars to assist individuals with both consumer and business credit needs
This episode talks about:
- Marco’s background and why he chose to help people solve credit issues
- The impact of your credit and leverage
- Strategies one can apply to improve personal credit rating
- How to build wealth using leverage, like financing real estate?
- The importance of OPM (Other People’s Money)
- What is the “27-10 savings challenge”?
- Importance of saving money for the future.
- How can you apply the 27-10 savings challenge alongside the Bank On Yourself Strategy?
- How to assure access to capital at any time?
- How can one protect his/her wealth from market volatility?
- What does “money by location” mean?
To connect with Marco Salinas, please visit:
👉Company Website:➡️https://www.marcosalinas.com/
👉Company Website:➡️https://www.credit360consulting.com/
👉Linkedin ➡️ https://www.linkedin.com/in/marcosalinas1/
👉Twitter ➡️https://twitter.com/C360C
👉Email 📧marcofixesbadcredit@gmail.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Chris Forsythe owns and manages the Forsythe Agency. The agency has been in Pittsburgh, Kansas area since around 1947. Although insurance has been their main focus for some time, Chris wants to do even more. Forsythe Agency has expanded into different aspects of the business.
His current portfolio includes Forsythe Insurance Agency, Forsythe Enterprises, LLC, Precision Coffee Company, and Joplin Area Real Estate Investor Association. Chris is always looking for ways to assist others and enjoys giving back.
This episode talks about:
- How corporate work helped Chris buy and run an insurance agency
- The challenges of handling different roles in running your own company and how to overcome them.
- Types of insurance solutions Forsythe Agency specializes in
- How does Forsythe Agency help real estate investors
- How do partnerships work in the area of real estate and insurance?
- What is the best way to protect your assets?
- The importance of creating win-win situations for you and clients
To connect with Chris Forsythe please visit:
👉Personal Website ➡️https://linktr.ee/chrisforsythe
👉Company Website➡️https://www.forsytheagency.com/services
👉Linkedin ➡️ https://www.linkedin.com/in/chris-forsythe-61ba8b11/
👉Facebook ➡️https://www.facebook.com/chrisf1979
👉Youtube ➡️https://www.youtube.com/channel/UCquX6TybGFOpbkp6yQUQiMA
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Diana Murphy is a life and mindset coach for CEOs of small businesses and expert advisory firms. She helps high integrity family valued business owners run, design, and flourish in their businesses without regret, stress, and worry. She's the host of the Regret Proof Podcast.
This episode talks about:
- What got Diana into coaching small business owners?
- Steps to helping clients define and achieve their goals.
- Why is coaching important for entrepreneurs?
- How your thoughts create your reality.
- Handling the difficulties of wearing too many hats as a business owner
- Measuring your goals
- The importance of creating a 90-day test period when attempting new projects
- Sharpening your decision-making skills
- How do you determine short-term and long-term goals?
- How can business owners effectively use fractional hiring?
- Having the right mindset as a business owner and manifesting results
- Having a future vision for your business and life
To connect with Diana Murphy please visit:
👉Website ➡️https://dianamurphycoaching.com/
👉Linkedin ➡️ https://www.linkedin.com/in/dianamurphycoaching
👉Facebook ➡️ https://www.facebook.com/dianamurphycoaching/
👉Podcast ➡️ Regret Proof
👉1:1 Coaching with Diana
➡️https://dianamurphycoaching.ac-page.com/recharge-to-lead-strong
👉Email 📧 diana@dianamurphycoaching.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.
They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.
This episode talks about:
- How do you invest and build wealth during uncertain times?
- Does the Ukraine-Russia war have an impact on us financially in the U.S?
- What is the“STILL Method”?
- How does anyone use this method to predictably win the money game?
- Factors for investing, other than the rate of return
- Why the Bank on Yourself Strategy is considered the best savings vehicle
- How to mitigate your investment portfolio from Black Swan events?
- What does it mean to be truly diversified?
- The importance of creating a financial plan.
- Recommended book: “The Black Swan: The Impact of the Highly Improbable” By Nassim Nicholas Taleb
To connect with Brandon Neely, please visit:
👉Company Website:➡️https://grandmaswealthwisdom.com
👉➡️https://linktr.ee/grandmaswealthwisdom
👉➡️https://stillmethod.com/
👉Linkedin ➡️ https://www.linkedin.com/in/brandon-neely/
👉YouTube ➡️ https://www.youtube.com/c/grandmaswealthwisdom
👉Podcast ➡️ Wealth Wisdom Financial Podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Anthony Scandariato is the co-founder and managing principal at Red Knight Properties. Prior to forming Red Knight Properties, he was a Co-Founder in Ridgeview Partners. He specialized in the retail space with a vertical model that provided flexibility to serve multiple customer segments with similar product lines through retail, wholesale, and production contracting channels.
Red Knight Properties is a privately held boutique multi-family and mixed-use real estate investment & property management company with a track record of building and managing portfolios that deliver dependable cash flow and equity upside.
Red Knight properties currently owns, manages, and operates around 800 multi-family units with an asset value of around $100mm, up and down the East Coast.
This episode talks about:
- Anthony’s background prior to getting into real estate
- Different ways to fund real estate deals
- Duties of a real estate operator?
- General Partner versus Limited Partner
- Duties of a property management company (in the context of real estate syndication)?
- Advantages of having an in-house property management rather than hiring a third-party company.
- The types of real estate properties that Red Knight Properties focuses on.
- Recent changes in multifamily investing from a syndication standpoint?
- The different types of debt financing.
- Typical holding period when investing in real estate
- Why invest in real estate? Why not just invest in the stock market?
- Taking control of your finances and protecting capital.
- Leverage your whole life cash value policy when investing as a limited partner. Get the benefits of both; cash value whole life insurance along with real estate (with the same money).
To connect with Anthony Scandariato, please visit:
👉Company Website:➡️https://redknightproperties.com
👉Linkedin ➡️ https://www.linkedin.com/in/anthonymscandariato
👉Facebook ➡️ https://www.facebook.com/redknightproperties
👉Twitter ➡️https://twitter.com/redknightprop
👉YouTube ➡️ https://www.youtube.com/channel/UChvn3ruK6_OAY0RG5Y8LgIQ
👉Instagram ➡️https://www.instagram.com/redknightproperties
👉Email 📧 a.scandariato@redknightproperties.com
👉Podcast ➡️ Discovering Multifamily Podcast
👉Contact Number 📞 +1 (917) 524-7106
📚Free ebook - “Leave Your 9-5 And Become Financially Independent With Real Estate Investing” ➡️https://redknightproperties.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Bernard Reisz, CPA , a financial pro that has seen it all and knows that you can - and must - be the director of your financial future. Bernard's goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management - tax, legal, financial, investment, cash flow.
Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 Exchange, Entities, and Investor tax & Financial Education.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
This episode talks about:
- Examples of Alternative Investments
- What is Rollovers for Business Startups (ROBS) 401(k)?
- How can you use ROBS to fund your own business?
- The steps of how ROBS 401k works
- Examples of prohibited transactions using this strategy
- What are ROBS requirements for a qualified employer plan?
- The downsides of choosing ROBS for your business funding.
- Methods of mitigating the risks of ROBS.
- How to structure your company to avoid double taxation using ROTH 401(k) strategy?
- The importance of working with an unbiased tax professional
To connect with Bernard Reisz, please visit:
👉Company Website:➡️https://www.resurefinancial.com
👉Linkedin ➡️ https://www.linkedin.com/in/bernard-reisz-cpa
👉Facebook ➡️ https://www.facebook.com/BernardReiszCPA
👉Twitter ➡️https://twitter.com/bernardreisz
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Jason Osser graduated from State University of New York at Oneonta with a Bachelor of Science in Accounting and Economics, and from Binghamton University with a Master of Business Administration with a concentration in Human Resource Management.
After relocating to the Washington, DC metropolitan area in 1996, Jason held a series of accounting positions, from staff accountant to controller, until he decided to own and run his own business.
Since leaving corporate America over 15 years ago, Jason has been a successful franchise business owner, an accounting and small business expert, a Certified Public Accountant, a real estate investor, and an adjunct professor at local colleges. Jason’s diverse experience enables him to bring insights into how to create a growing and successful small business through disciplined accounting best practices and tax planning.
This episode talks about:
- Jason’s CPA tax practice and what the types of businesses he focuses on
- The importance of identifying and making the right business entity selection.
- The 4 most common types of business entities and their differences
- Qualified business deductions
- Who is eligible for the qualified business income (QBI) deduction or the Section 199A?
- Do businesses get taxed differently from individuals?
- What is a pass-through entity?
- Taxes for franchises
- How do small business owners reduce their taxes and take control of their businesses?
- What is “QuickBooks”?
- What is a Self Directed IRA (SDIRA)? Advantages? Disadvantages?
- Required Minimum Distribution (RMD) and how it is calculated?
- How to set up a self-directed IRA?
- Rules to follow when engaging in a transaction using your self-directed account.
- Recourse vs. Non-Recourse Loan, differences with tax deductions?
- Can you invest in a real estate syndication with your retirement account?
- Recommended book- “Riding Quickbooks to the Promised Land”
To connect with Jason Osser, please visit:
👉Company Website:➡️https://ossercpa.com
👉Linkedin ➡️ https://www.linkedin.com/company/jason-s--osser-cpa-&-assoc-/about
👉Facebook ➡️ https://www.facebook.com/ossercpa
👉Twitter ➡️https://twitter.com/ossercpa
👉Email: 📧jason@ossercpa.com
👉Contact Number 📞 571.331.1652
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Matt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.
Matt has over 15 years of experience revitalizing and elevating communities through real estate investing and has invested in over 8,000 apartments nationwide. He is a licensed real estate agent and has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt is a member of the Forbes Real Estate Council, the Fast Company Executive Board, and is an advisor to a PropTech company.
This episode talks about:
- From digital marketing to real estate investing
- How did Matt acquire his first deal?
- What is multi-family syndication?
- Transitioning from LP (Limited Partner) to GP (General Partner)
- Things to consider before investing as a limited partner
- Red flags when choosing a sponsor
- Do you invest with general partners on their first deals?
- The correlation between PMP (Project Management Professional) guidelines and managing real estate.
- What are some KPIs (Key Performance Indicators) in real estate?
- The difference between working with a leasing company/broker versus having a full-time property manager and in-house leasing team.
- Typical landlord expenses
- The benefits of multifamily and other asset classes in Texas
- Some of the potential downfalls of investing in real estate in California
- Matt’s new book “Backstage Guide to Real Estate”
To connect with Matt Picheny, please visit:
👉Company Website:➡️https://picheny.com/
👉Linkedin ➡️ https://www.linkedin.com/in/picheny/
👉Email: 📧matt@mjppg.com
👉Best Selling Book 📚https://picheny.com/backstage-guide/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Victor Alves is real estate entrepreneur and founder of Vecno Capital. Victor manages all aspects of acquiring, renovating, and repositioning of single-family, multifamily, and mobile home communities in Texas. Venco Capital has a track record of delivering consistent returns to investment partners with over 100 successfully completed real estate investing projects since 2015. Vecno Capital has ownership interest in over 575 units in both single-family, multifamily, and mobile home communities in Texas.
Victor prides himself on creating profitable partnerships that positively impact the communities he operates in and helps people find passive investment opportunities, to create cash flow, build long-term wealth and enjoy the tax benefits of owning real estate.
This episode talks about:
- Starting off in the real estate industry
- General Partner versus Limited Partner (GP/LP)
- Who is “Vecno Capital” and what types of investments do they focus on?
- The benefits of investing in mobile home parks
- What is affordable housing?
- How many mobile homes do typical mobile parks consist of?
- Typical hold times for limited partnerships in real estate.
- What is the average cash-on-cash return for a limited partnership on a yearly basis?
- The difference between syndication and a fund?
- What is an SPV (Single Purpose Value) fund and how does it work?
- Do you need to be an accredited investor when investing in a fund?
To connect with Victor Alves, please visit:
👉Company Website:➡️https://vecnocapital.com
👉Linkedin ➡️ https://www.linkedin.com/in/victoracalves
👉Facebook ➡️ https://www.facebook.com/vecnocapital
👉Instagram ➡️ https://www.instagram.com/victoracalves
👉Email: 📧victor@vecnocapital.com
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Jamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland.
Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance, and Private Banking. Her experience is topped off with several years of working experience as a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem.
Jamie co-authored the book “Swiss Money Secrets” (Banyan Hill Publishing, 2018) and holds a Bachelor’s degree in Banking and Finance as well as a Master of Business Administration (MBA) from the University of St. Gallen.
This episode talks about:
- Jamie’s background in wealth management and banking in Switzerland.
- Potential international solutions for US investors
- Typical funding requirements when it comes to Swiss banking
- What to consider before investing in Switzerland or other offshore places?
- The importance of relationship building and trust in wealth management
- Asset protection using Swiss banking products/methods?
- A brief overview on the taxation of international accounts for US investors
- Typical fees when it comes to investing in a Swiss account
- Could you borrow against your Swiss Bank funds by leveraging it as collateral?
- What are the typical rates of return on a Swiss investment (example of one type of investment) account?
- Can you use a self-directed IRA to own a Swiss account?
- Do we convert US dollars into other currencies when investing offshore? If so, what are the advantages of doing so?
- How does one measure the strength of the US dollar?
- Do you have to physically go to Switzerland to open a Swiss bank account?
To connect with Jamie Vrijhof-Droese, please visit:
👉Website:➡️https://whvp.ch/
👉Linkedin ➡️ https://www.linkedin.com/in/jamievrijhofdroese/
👉Email: 📧JV@whvp.ch
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.
Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit, Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. Of lesser-known fact, Dan possesses industry-leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.
This episode talks about:
- Commercial Real Estate (CRE) lending from the broker’s perspective
- The process of purchasing CRE
- What is a Letter of Intent (LOI) when purchasing a property?
- Different types of lending for CRE
- Typical time frame to get approved for a CRE loan
- Typical down payment for conventional CRE loans?
- CRE Loans vs. Residential real estate Loans
- What is a DSCR (Debt Service Coverage Ratio)?
- What does a property management company do?
- What is seller financing and how does it work?
- Why should investors choose a longer amortization period?
- Who offers CRE loans?
- Syndication in CRE
- What is the difference between a NN (double net) and NNN (triple net) lease?
- CRE Pro Course, mentorship and mastermind class.
To connect with Dan Lewkowicz, please visit:
👉Website:➡️https://danontop.com
👉Course Information: ➡️ https://creprocourse.com/cpc/16/
👉Linkedin ➡️ https://www.linkedin.com/in/dan-lewkowicz-7118361/
👉YouTube:➡️https://www.youtube.com/channel/UCFNetawHvNlpWqEnIX_W9fw
👉Email: ➡️Dan@DanOnTop.com
👉Podcast: - Dan On Top Streamcast Show
👉Contact Information 248.943.2838
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
Dan is a father of three and husband to one. He has been practicing law since 2005, serving businesses and entrepreneurs in the areas of LLC & corporation formation, trademarks, franchising, and estate planning.
He is the best-selling author of Don’t Sue Me (employment law) and Making Your Mark (trademarks) and is the host of The Intentional Entrepreneur podcast and on Youtube under Legal Tips for Smart Entrepreneurs. He can be found at danxnguyen.com.
This episode talks about:
- Attorney Dan’s background and how he started a legal practice helping business owners protect their ideas
- What areas of law practice does he specialize in?
- What is business entity formation?
- What does the term “piercing the corporate veil” mean?
- The importance of hiring a competent lawyer who understands entity formation and protection
- What is a trademark?
- On average, how much does it cost to trademark something?
- How to franchise your business?
- What is estate planning and why is it important?
- Benefits of a living trust and will
- Asset protection using whole life insurance
To connect with Attorney Dan Nguyen please visit:
➡️Company Website:👉 http://www.dxnguyen.com/
➡️LinkedIn:👉https://www.linkedin.com/in/dxnguyen/
➡️YouTube:👉https://www.youtube.com/channel/UC0UZ2aixGQG5oXQR5suv3dw
➡️Twitter:👉 https://twitter.com/danXnguyenesq
➡️Podcast: The Intentional Entrepreneur Podcast
➡️Email: dan@dxnguyen.com
➡️Contact number: +1.714.783.2222
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Marie Grasmeier is the Founder of Grasmeier Business Consulting. She is a Certified Public Accountant providing tax and consulting services to domestic and international individuals and businesses.
She is also a Certified Management Accountant, Certified Global Management Accountant, and Registered Trust and Estate Practitioner. Marie applies her accounting background to real estate services by specializing in the tax aspects of real estate investing and sees it as an opportunity for women to establish a positive cash flow, improve their financial livelihood and leave a legacy.
Off the clock, Marie enjoys running, traveling, volunteering for various charitable organizations, and spending time with her family.
This episode talks about:
- How Marie got started in real estate investing
- What are some tax advantages of investing in real estate?
- Who is “Grasmeier Business Consulting” and the services they offer?
- What is real estate syndication?
- General Partner vs. Limited Partner in a real estate setting
- From a tax perspective, what is a “Real Estate Professional”
- The tax benefits of investing in a syndication.
- What is capital gains tax?
- Standard versus Itemized Deductions and when to use either?
- The tax advantages of cash value whole life insurance.
- What are some other tax-saving strategies?
- Tax Credits vs. Tax Deductions
- How some tax credit can be refundable
To connect with Marie Grasmeierplease visit:
➡️Company Website:👉 https://mariecpa.com
➡️LinkedIn:👉https://www.linkedin.com/in/marie-grasmeier-4681351
➡️Email: marie@mariecpa.com
➡️Contact number: 239.450.2105
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Jennie Lyon is the owner and founder of Jennie Lyon Digital Marketing and Virtual Assistant Services. Jennie is a 20-year digital marketing expert and award-winning writer, she has worked with thousands of small business owners and entrepreneurs helping them streamline their businesses and build their brand.
Jennie Lyon Digital Marketing and Virtual Assistant Services is a full-service digital marketing and virtual assistant agency that is your go-to partner for all of your business needs! Specializing in helping busy entrepreneurs organize, promote, and scale their brands through digital marketing efforts including social media marketing and paid advertising, story-driven copywriting and content creation, full-cycle sales funnels, email marketing campaigns, webinar, online course and membership site creation, website development and SEO, graphic design, technical support and so much more!
Jennie Lyon Digital Marketing and Virtual Assistant Services process is unique in that they offer customized strategies and services, meeting our clients where they are in their business today, and helping them create a roadmap to reach their goals and attract their ideal clients with offerings that convert!
This episode talks about:
- Jennie’s background on how she started her digital marketing and virtual assistant services.
- What is a digital marketing and why it is important for small businesses to implement
- What are common platforms and digital marketing strategies?
- Why is consistency so important in all marketing strategies?
- What is a digital marketing audit?
- How often do you need to audit your business?
- Do you have to be on every social media platform?
- How much does it cost to hire a digital marketing specialist?
- What are the common myths and misconceptions about digital marketing?
- How does “Jennie Lyon Digital Marketing and Virtual Assistant Services” help small business owners?
- How to stay motivated while running a company?
- Recommended books to learn more about digital marketing?
To connect with, Jenny Lyonplease visit:
➡️Company Website:👉 https://jennielyon.com
➡️LinkedIn:👉https://www.linkedin.com/in/jennielyon/?trk=author_mini-profile_titl
➡️YouTube:👉https://www.youtube.com/channel/UCLy4SqT2Emx2JLaspF0A9Bg
➡️Instagram:👉https://www.instagram.com/jennielyonmarketing
➡️Twitter:👉 https://twitter.com/jennielyon
➡️Podcast: Digital Marketing Made Simple with Jennie Lyon
➡️Email: jennie@jennielyon.com
➡️Contact number: 772-485-9154
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Dr. Connor Robertson, Chiropractic physician and serial entrepreneur committed to helping other entrepreneurs grow their businesses. He is the host of The Prospecting Show, where he interviews small business owners, salespeople, and health professionals who excel in their field. He is an organic specialist, accredited investor, and B2B marketing specialist.
This episode talks about:
- Dr. Connor’s background on how he started B2B marketing and real estate investing
- What is Arbitrage and an example of arbitrage opportunities?
- What is an Airbnb Rental Arbitrage and how does it work?
- What is “Syntacz” and the services they offer?
- How to scale your B2B business without paid ads?
- What is Direct Response Marketing?
- The importance of coaching in his business.
- How Podcasting can be one of the best platforms to generate positive marketing results
- How does he define failure in life?
- The benefits of cash value life insurance and how to use it?
- The distinction between using money now versus using money in the future?
- How to keep yourself motivated every day?
To connect with, Dr. Connor Robertsonplease visit:
➡️Company Website:👉 https://www.syntacz.com
➡️LinkedIn:👉https://www.linkedin.com/in/connor-robertson-004b8a59
➡️YouTube:👉https://www.youtube.com/channel/UCRx09U4BWaSRK-FyjC5AnWw
➡️Facebook:👉 https://www.facebook.com/therealconnorrobertson
➡️Instagram:👉 https://www.instagram.com/connorrobertson93/
➡️Podcast: The Prospecting Show
➡️Email: connor@syntacz.com
➡️Facebook Group: https://www.facebook.com/groups/organicoutboundsecrets
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Dr. Joshua Walehwa currently serves as the Director of Career Services at the Brown School at Washington University in St. Louis. With almost 2 decades of professional experience in the higher education and nonprofit sectors across the United State. Josh has worked with almost every age group (K-12, undergraduate, and graduate students). He carries a strong belief in the transformative potential and power of education.
While his career has provided the opportunity to support people from all over the world, his personal and professional path wasn’t always the easiest. Coming from an immigrant family, raised in poverty, his financial path has given him many lessons that he leverages towards helping students find lives of meaning and purpose.
This episode talks about:
- Joshua’s commitment to transformative education
- What motivated him to start his own podcast?
- What is resilience?
- How do you stay resilient in tough times?
- Effective ways of solving personal problems.
- Why is it important to overcome fear?
- Importance of moving forward in the presence of fear.
- Fear is the most powerful motivator.
- Falling in love with the process, not with the outcome.
- Creating good habits for achieving the goals you set.
- Why is goal alignment important?
To connect with, Joshua M Walehwaplease visit:
➡️Company Website:👉 www.bestworstthingpodcast.com
➡️Instagram:👉https://www.instagram.com/bestworstthingpodcast
➡️LinkedIn:https://www.linkedin.com/in/joshuawalehwa
➡️Facebook:👉https://www.facebook.com/bestworstthingpodcast
➡️Twitter:👉 https://twitter.com/walehwa
➡️Podcast: BestWorst Thing Podcast
➡️Email: jw@bestworstthingpodcast.com
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Brett Swarts, an entrepreneur, commercial real estate investor, podcaster, capital gains tax deferral expert, deferred sales trust educator, trustee, and California multi-family broker.
He is the founder of the Capital Gains Tax Solutions, founder of Commercial Realty, Apartment Advisors, and host of the Capital Gains Tax Solutions Podcast.
Each year he equips hundreds of high-net-worth business professionals with the deferred sales trust tool to solve capital gains tax deferral limitations.
This episode talks about:
- Brett’s background on how he started in real estate investing and the niche he focuses on today within capital gains taxes
- What is a deferred sales trust?
- How does a deferred sales trust work?
- The difference between deferred sales trust and a 1031 exchange.
- What is a capital gains tax deferral strategy?
- What type of properties/investments can involve a 1031 exchange
- Short-term vs long-term capital gains.
- What is optimal timing, “sell high buy low” in real estate
- Who are Bretts’ business partners and the team he works with?
- What is “Capital Gains Tax Solutions” and the services they offer?
- How to stay driven, focused, and a leader of a successful company.
- Recommended life-changing books
To connect with, Brett Swartsplease visit:
➡️Company Website:👉 https://capitalgainstaxsolutions.com
➡️Website:👉https://www.experttaxsecrets.com/main
➡️LinkedIn:👉https://www.linkedin.com/in/brett-swarts
➡️YouTube:👉https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
➡️Facebook:👉 https://www.facebook.com/capitalgainstaxsolutions
➡️Twitter:👉 https://twitter.com/1031option
➡️Podcast: Capital Gains Tax Solutions Podcast
➡️Email: info@capitalgainstaxsolutions.com
➡️Contact number: 916.886.2986
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Kristina Wynne, founder and owner of the Wynner's Club, LLC, a business development consulting company that offers business coaching access to business funding and business education.
Her devotion to the small business started almost 20 years ago when she began working for her family's company, 200 Pharmacy Inc as a licensed pharmacy tech. Her love for her family's business and science led her to achieve a Bachelor's of Biophysics from Chicago State University and a Masters of Public Health from St. Benedictine University. Ultimately, Kristina worked for her family's business for eight years.
She stepped down as a Director of Business Development in 2017 to take on an opportunity with Goldman Sachs 10,000 Small Businesses program, where her true passion was revealed, helping small businesses grow.
Ultimately, she worked with the Goldman Sachs Program for three years. And in December of 2020, Christina was brought on as a business advisor with the Illinois SBDC located inside the Chicagoland Chamber of Commerce.
She is a proud member of Delta Sigma Theta Sorority and sits on the board of two non-profits.
Her greatest achievement is raising her amazing 11-year-old daughter.
This episode talks about:
- How her experience working in her family’s healthcare business helped develop her business coaching skills.
- Difference between Business Coach/Advisor and their important roles in contributing to your business.
- The difference between a Business Plan and Pitch Deck and the use of each
- Good business plan vs. bad business plan
- What makes a business plan fundable?
- Why is it important to have an articulate pitch deck and business plan?
- Pitch decks used as a way to promote your business
- How can one participate in a business pitch competition, the guidelines and criteria judges look for?
- Venture capital vs angel capital.
- What are the available programs to support microloans for startups?
- Common factors for small businesses that fail
- The importance of working with a coach in your business
To connect with Kristina Wynne, please visit:
➡️Company Website:👉 https://www.thewynnersclub.org
➡️LinkedIn:👉https://www.linkedin.com/in/kristina-wynne-thewynnersclub
➡️YouTube: 👉https://www.youtube.com/channel/UCYfazF7dA_U5-ncvAm-7VUg
➡️Facebook:👉 https://www.facebook.com/thewynnersclub
➡️Twitter:👉 https://twitter.com/thewynnersclub?lang=de
➡️Instagram:👉 https://www.instagram.com/thewynnersclub
➡️Email: info@thewynnersclub.org
➡️Contact number: 312.523.8540
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Jay Conner is a real estate investor who has been buying and selling houses since 2003 in a population of only 40,000, with profits averaging $67,000. He's rehabbed over 400 houses and has been involved in over $52 million in real estate transactions. For the past seven years, Jay has completely automated his seven-figure real estate business, to a point where he works only 10 hours per week in his business.
He's consulted over 2000 real estate investors one-on-one. He's known as a private money authority. He raised $2.1 million in private money in less than 90 days when the bank refused to loan him a dime. He's a national speaker on topics of private money, business, automation, automating your real estate business, and foreclosures. He's a leading expert on private lending marketing and business development.
He is also the best-selling author of Where To Get The Money Now. Stay until the end of the podcast and he’ll send you a free copy of that book.
This episode talks about:
- What is private money?
- Advantages of using private money lenders over traditional bank lenders
- Why do private money lenders charge higher interest rates than banks how this can still be advantageous
- Different payment structures and payment schedules for private money loans
- The difference between After Repair Value (ARV) and Purchase Price
- How to leverage the cash value of your Bank On Yourself type whole life policy to become a private money lender
- The time it takes to get a private money loan processed vs traditional bank financing
To connect with Jay Conner, please visit:
Company Website: ➡️https://www.jayconner.com
LinkedIn:➡️ https://www.linkedin.com/in/privatemoneyauthority
Facebook:➡️https://www.facebook.com/jay.conner.marketing
Get a FREE COPY of Jay Conner’s new book, Where To Get The Money Now?
➡️https://www.jayconner.com/book-details
To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
Scott Carson, our special guest today, has been an active real estate investor and entrepreneur since 2002, focusing on the niche of distressed mortgage notes. Since 2008 he has purchased over $1 Billion in distressed notes on residential and commercial properties all across the country.
He has helped thousands of real estate investors and entrepreneurs create wealth through his debt buying tactics and classes helping his students close thousands of deals. He also hosts the nationally syndicated radio and podcast Note Closers Show Podcast with millions of listeners each month. An avid sports fan, he spends his free time traveling, gardening, and making memories. He calls Austin, Texas home with his better half, Stephanie and their four-legged kids.
This episode talks about:
- What are distressed mortgage notes?
- How can one buy debt and become the bank?
- How does note investing work?
- Where to find a mortgage note to buy?
- Important details to consider before purchasing notes.
- How to determine a good note vs a bad note?
- The importance of hiring a third party professional on behalf of the investor or lender in the foreclosure process
- Do you need a professional license to get into note investing?
- The distinction between active note investing and passive note investing
- Leverage your Infinite Banking Cash Value while buying notes or investing passively in a fund with those who are actively involved in note investing
- Ways to keep your properties now that the federal foreclosure moratorium has ended (as of Nov 2021).
- Who is “We Close Notes” and what services do they offer?
To connect with Scott Carson, please visit:
Company Website: https://weclosenotes.com/
Podcast: The Note Closers Show Podcast
LinkedIn:https://www.linkedin.com/in/1scottcarson
YouTube: https://www.youtube.com/channel/UC4wtruvVdVPfp35F2CI95nQ
Facebook: https://www.facebook.com/1scottcarson
Twitter: https://twitter.com/1scottcarson
Instagram: https://www.instagram.com/1scottcarson
Pinterest: https://www.pinterest.ph/1weclosenotes
Email: Scott@WeCloseNotes.com
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To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Christopher Swartz is one of the Managing Partners with First Choice Mortgage Advisors, LLC. He has spent 15 years in the mortgage industry, serving a wide range of clientele providing them with various residential mortgage loan products. Christopher specializes in Conventional, Jumbo, FHA, VA, and renovation mortgage loans.
Christopher has completed specialized training in renovation mortgage lending. He graduated from Cabrini University with a B.A. in organization, business management.
Christopher was nominated by Mortgage Professional Magazine for their Young Guns Award for mortgage professionals under 40 who are making big waves in the mortgage industry. He was a back-to-back Five Star Mortgage Professional Award winner in 2018 and 2019. He was recently featured in the March 2019 edition of Forbes Magazine as Market Leader. He was 1 of 8 mortgage professionals out of 4,996 in the Philadelphia area to receive this award.
He is the host of Fuel Podcast and Financing The Dream on CNBC.
Christopher lives in Media, Pennsylvania with his wife Lori and, their two daughters. When not working, Christopher likes to travel, fish, and just relax with family and friends.
This episode talks about:
- The true definition of sales.
- What is a “silent partner” in business?
- How to become a silent partner in business?
- Who is First Choice Mortgage Advisors LLC and what services do they provide?
- What is an independent mortgage broker and the advantages of working with them rather than one lender?
- What are some of the mortgage underwriting guidelines?
- Different types of loans that First Choice Mortgage Advisors LLC offers.
- Good Debt versus Bad Debt and why having a mortgage can benefit you.
- Potential tax advantages when paying interest on your mortgage.
To connect with Christopher Swartz, please visit:
Company Website:https://firstchoicemortgageadvisors.com
Podcast: https://fuelthepodcast.com/
LinkedIn: https://www.linkedin.com/in/chrisswartz1/
Email: cswartz@firstchoicema.com
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Ben Humble is the founder of the CashFlow Tribe, author, motivational speaker, and personal development mentor who has coached over 2000 individuals in investment strategy and business development. His mission is to help struggling investors achieve success and impact the public with the willingness to overcome their financial fears.
This episode talks about:
- Difference between running a real estate business and investing in real estate.
- Fundamental strategies that real estate investors should know about
- How to build a real estate business?
- How to become your own bank?
- What is a joint venture and how does it work?
- Who is CashFlow Tribe and how do they help others build wealth?
- How to create sustainable businesses with accelerated results?
- Four elements needed to grow in real estate and other types of business
- Tools you need to achieve your goals
To connect with Ben Humble, please visit:
Website: https://humble.ceo
Community: https://cashflowtribe.com
Facebook: https://www.facebook.com/BenHumbleCEO
LinkedIn: https://www.linkedin.com/in/benhumbleceo
Email: ben@humble.ceo
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Farrah Ali is a successful author, real estate professional, and entrepreneur with more than 18 years of professional experience in the business. After overcoming a difficult divorce, Farrah was forced to start over. Raising two kids, she was a single, working mother in the insurance industry. After beginning her career in 2001, she continued to dedicate every waking moment to her career and her two children.
She experienced massive success in real estate, and in 2019 co-founded WE WIN LLC, an organization that inspires, educates, and motivates women to invest in real estate.
Today, Farrah still remains committed to her career as an underwriting executive, while also keeping an eye on her real estate investing firm. In addition, she maintains an active role with the We Win Foundation, a foundation she helped to co-found in 2019 in order to give back to the community.
This episode talks about:
- The benefits of working with real estate mentors and coaches
- Indicators to determine if a property is a good investment
- What is a private money lender and how can they be helpful?
- Private money lenders as an alternative option for financing real estate, including 100% financing
- The significance of knowing different real estate strategies
- The importance of your support system and network
- Recommended books to learn more about investing in real estate
- How Farrah’s insurance underwriting skills and experience help in analyzing and evaluating properties?
To connect with Farrah Ali, please visit:
Facebook: https://www.facebook.com/farrah.ali.1213
Website: https://www.farrahali.org
LinkedIn: https://www.linkedin.com/in/farrahali
Email: rei@farrahali.org
Foundation: https://www.mywewinfoundation.org
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Leo Kanell is a serial entrepreneur, author, speaker, and business funding expert. He is the founder of 7 Figures Funding, Funding CEO Academy and the 7 Figures Club Podcast. He’s the author of the Business Funding Formula and has secured funding for thousands of business owners for hundreds of millions. He believes that entrepreneurs will solve the problems of the world, not politicians. Leo and his team are dedicated to empowering entrepreneurs with affordable capital and business finance education tools that create confidence and success for business owners in all industries and business stages.
He resides in Lehi, Utah with his awesome wife and 5 amazing kids where they snowboard in the winter and wakeboard in the summer.
This episode talks about:
- Different types of funding available for your business
- Discover funding options for all types of businesses (regardless of size)
- Personal loans vs business loans and payback structures
- The importance of working with a funding specialist
- Key strategic partners in business funding
- How to generate more leads and other effective marketing strategies?
- Leverage Infinite Banking alongside different funding strategies to maximize liquidity
- The distinction between good debt vs bad debt
Connect with Leo Kanell:
Website - https://7figuresfunding.com
Facebook - https://www.facebook.com/leokanelltranforms
LinkedIn- https://www.linkedin.com/in/leokanell
Instagram- https://www.instagram.com/leokanell
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Chris Salerno attended Wharton Business School and Winthrop University. Chris successfully transacted more than 40mm in real estate volume and helped lead the #1 real estate team in the Carolinas to produce more than 140mm in annual sales prior to creating QC Capital. Named to Charlotte’s 30 under 30, Elite 50, Elite 50 entrepreneurs, 30 under 30 entrepreneurs, and nominated for Forbes 30 under 30, 2018 and 2020. Chris has quickly gained recognition, and notoriety for his hard work, and dedication.
He manages QC Capital LLC, a national multifamily investment company acquiring complexes of 100 units or greater in the major southeast markets. QC Capital, LLC focuses on markets that demonstrate consistent rent growth, population growth, and job growth.
This episode talks about:
- Who can invest in real estate and multifamily syndication?
- How to find real estate investors and build partnerships with them?
- The importance of building strong relationships with the brokers to get more market deals.
- Building wealth and financial freedom through Infinite Banking.
- Leveraging bank financing and proper debt to increase the potential return of an investment.
- Infinite banking as an additional tool for investors that could be leveraged for real estate and other purposes.
- Challenges with running a multifamily real estate business and how to overcome them?
- How to stay motivated and focus at a young age?
Connect with Chris Salerno
- LinkedIn:https://www.linkedin.com/in/salerno2/
- Website: https://www.qccapitalgroup.com/
- Facebook: https://www.facebook.com/chris.salerno
- Facebook Group: Mindful Multi-Family Network
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Brian Adams, the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate, private equity, advanced knowledge, and best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.
This episode talks about:
- The difference between the single-family office and multi-family office and what they do.
- Set of solutions that Brian’s offers to investors when it comes to direct deals, cash returns, and tax benefits.
- Two ways of passively investing in private real estate?
- Private Real Estate Funds -vs- Property Syndication?
- What are the pros and cons of private real estate funds and property syndication?
- What is a double-digit cash return?
- What are the tax advantages of investing in property syndications?
- How much capital is typically needed to invest passively in commercial real estate?
- How cash value in a life insurance policy grows tax-deferred while still being accessible for real estate deals?
Connect with Brian Adams:
- LinkedIn: https://www.linkedin.com/in/brian-c-adams/
- Website: https://www.excelsiorgp.com/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
J Paul Nadeau is a former police detective, hostage negotiator, and international peacekeeper. He spent more than 30 years working with victims of crime and perpetrators and learning from top experts in abuse situations, murder investigations, hostage-takings, terrorist attacks, and behavior in general. He is the host of the Inspire Us Podcast and he is also the author of the book “Dammit, Just Ask”, a book on how to ask, negotiate for what you want in life and in business as well as the Take Control Of Your Life Companion Journal
This episode talks about:
- How do we change a negative situation into a positive one using dialogue?
- What skills are required to influence people during negotiations?
- How does hostage negotiation influence people to change their minds?
- How to build trust using body language?
- How to convey trust through your voice?
- What is the most important factor in a hostage negotiation situation?
- Why every business requires the ability to negotiate
Connect withJ Paul Nadeau :
Podcast: Inspire Us podcast
Website: https://www.jpaulnadeau.com/
LinkedIn: https://www.linkedin.com/in/jpaulnadeau/
Facebook: https://www.facebook.com/paul.nadeau
Twitter: https://twitter.com/jpaulnadeau
Instagram: https://www.instagram.com/jpaulnadeau/?hl=en
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Anton Anderson, the managing partner of Elite Resource Team began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team. Recognized as one of the top training companies for Financial Advisors and Accountants, Elite Resource Team which has thousands of clients across North America.
Anton has developed a diverse career as an investor, advisor, and CPA consultant. Anton is a published author and has lived in the United States, Australia, and the United Kingdom. He currently resides in San Diego, CA with his wife and two children. Outside of work, he is a competitive surfer, an avid public speaker, and is involved in numerous charitable organizations.
This episode talks about:
- Why are CPAs the most sought-after professionals and arguably the best referral partners for financial advisors?
- What gives them the edge in making ideal partners for clients?
- Why do some accountants fail to get into the industry?
- How to create strategic partnerships and their benefits.
- Why is forming more strategic partnerships better than just going for referrals?
- What does it mean to be a value-based accountant?
- What is value-based billing?
- Strategies in acquiring new clients.
- Using life insurance as a tool to build tax-free wealth
- What is the Elite Resource Team; What are the training and services they offer?
Connect with Anton Anderson:
Elite Resource Team Website: https://www.elitert.com
Email address: support@elitert.com
LinkedIn: https://www.linkedin.com/in/antonjanderson/
Facebook: https://www.facebook.com/eliteresourceteam
YouTube Channel: Elite Resource Team
https://www.youtube.com/channel/UCoAg_CnzLSxFIQl8kKoZ7XQ/videos
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Darrell Evans is a serial entrepreneur, investor, and co-founder of Yokel Local Internet Marketing. He and his team have helped entrepreneurs and companies generate over $300M in revenue online since 2011.
He personally started and/or operated 6 businesses since the age of 20. He is also the host of The MindShift Podcast which launched in 2019 and he is the founder of the Mindshift Business Accelerator and the Mindshift Growth Mastermind.
He is passionate about entrepreneurship. When he appears on the podcast he loves sharing lessons and mistakes and breakthrough frameworks that have helped him and hundreds of other businesses market profitably, grow sales predictably, and build superstar teams. His goal is to help your entrepreneurial audience grab at least one mind shift that could launch them to their next level of success.
This episode talks about:
- What is the Mindshift Method?
- What are the benefits of hiring coaches in different areas?
- One of the benefits of cash value life insurance and how you can use it?
- How to access the cash value in the form of a policy loan?
- Why is it important to never rely on banks for funding?
- What does it mean to “Begin with The End In Mind?
- What is his Digital Marketing Framework?
- What is an Empathy Map in digital marketing and how to use them to create better products and solutions?
- Importance of building a system to be run by people consistently without fail.
Connect with Darrell Evans :
Mindshift Podcast: https://www.themindshiftpodcast.com/
Website: https://www.darrellevans.net/
LinkedIn: https://www.linkedin.com/in/mrdarrellevans/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Alex Breshears is a private money lender, short-term rental owner and manager, educator, a limited partner in multifamily syndication, and a community builder who partners with active and passive real estate investors, syndicators, and military spouses to grow their financial independence, knowledge, and professional network.
Alex started a private lending company, Infinite Road Investments, in April of 2020, funding 1st lien and 2nd lien positions for residential property in the Hampton Roads area in Virginia. She also started an educational Facebook group called Private Lending Lessons which offers weekly educational lessons, daily posts for discussion, and opportunities to network with other investors about private lending, and various projects that may need funding. Alex is passionate about financial education and independence for female investors and military spouses. She is currently a chemistry professor, teaching at a four-year university.
This episode talks about:
- What is a private money lender?
- What is a warehouse line of credit and how does it work?
- The advantages of working with a private money lender.
- What are the things to look out for in a Private Money Lender to avoid being scammed?
- Where do private lenders get their funds and capital?
- How to use Infinite Banking to fund private money lending?
- How do taxes and other fees work in private money lending?
- Using Infinite Banking to reduce the tax liability you have as a private money lender?
- Do you need a license to become a private money lender?
Connect with Alex Breshears:
LinkedIn: https://www.linkedin.com/in/InvestPassively2LiveActively/
Facebook Group: Private Lending Lessons
https://www.facebook.com/groups/privatelendinglessons/
To learn more about Infinite Banking and how you can use it with Private Money Lending, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Drew White is a fellow Infinite Banking professional, a former pediatric oncology nurse turned modern wealth consultant for real estate investors, business owners, and athletes. He teaches people how to become their own banker, and strongly believes that everyone should find their banker and control their own money supply. He graduated from nursing school with over $150,000 in student loan debt and then led him to a path of entrepreneurship, real estate investing, bitcoin, and infinite banking.
This episode talks about:
- The concept of Infinite Banking and Becoming Your Own Banker.
- Is Infinite Banking a good choice for you?
- How to use your insurance policy to make other investments?
- How policy loans work with Infinite Banking?
- How Infinite Banking policies can be designed based on clients’ needs and wants?
- Why Infinite Banking is the best asset protection tool?
- Tax advantages of Infinite Banking
Connect with Drew White:
LinkedIn: linkedin.com/in/ibcdrew
Website: ibcdrew.com
Email: drewwhite@createtailwind.com
Book Mentioned in this Episode: Becoming Your Own Banker by Nelson Nash
To learn more about Infinite Banking and to get a free copy of this eBook, please reach out to us at https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
In today’s episode, we are joined by Greg Junge. He has been a real estate investor since 2012 and a realtor since 2015. Greg is originally from Long Island, NY and currently lives in Phoenix, AZ with his wife Mandy and their dog, Buster. He enjoys reading personal development, mindset, and anything related to real estate and sports. He is a co-author of the book Success Habits of Super Achievers. Greg holds an international real estate portfolio, actively investing in residential assisted living and housing. His goal is to help others invest in real estate passively through cash flow now and wealth later using real estate investing.
This episode talks about:
- How real estate syndications could be structured?
- Points to consider before investing as a limited partner.
- Cash Flow, equity, appreciation, and tax advantage of passive investing.
- How to expand your real estate business using infinite banking.
- The importance of personal development and having a proper mindset when it comes to improving goals
To connect with Greg Junge:
Company Website: https://sevenfigurecapital.com/
LinkedIn: https://www.linkedin.com/in/gregoryjunge/
Email: greg@sevenfigurecapital.com
Facebook: https://www.facebook.com/SevenFigureCapital
To learn more about Infinite Banking and how you can use it with real estate and passive investments, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Sarry Ibrahim is joined by Paul Moore, the Founder and Managing Partner of Wellings Capital. Paul is a contributor to BiggerPockets and Fox Business and an author of three books. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been a featured guest on 200+ podcasts.
Paul entered the management development track at Ford Motor Company in Detroit. After five years, he started a staffing company with a partner. They scaled and sold the company to a publicly-traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 2000 to protect and grow his own wealth.
He has been in real estate for over 21 years, completed over 85 real estate investments and exits, appeared on HGTV’s House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011.
Despite his busy schedule, one of his goals is to fight against human trafficking.
This episode talks about:
- The benefits of investing in self-storage and mobile home parks
- What is multifamily real estate investing?
- Find out the “intrinsic value" of real estate.
- What is an example of intrinsic value?
- Importance of finding, working and investing with the right operating partner in real estate and or any other types of business.
- How using infinite Banking as a financing tool could be readily available for passive investing.
- What are the tax advantages of a limited partnership?
- The 5-part free e-course on investing in commercial real estate.
To connect with Paul Moore:
- Wellingscapital.com (Company Website)
- https://www.linkedin.com/in/paul-moore-3255924/ (LinkedIn)
- https://www.facebook.com/wellingscapital (Facebook)
- https://www.biggerpockets.com/blog/contributors/paulmoore (Blog)
To learn more about Infinite Banking and how you can use it with commercial real estate and passive investments, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
In today's episode, Sarry Ibrahim is joined by Courtney Dyer, she is the Vice President of Private Bank at Zion Bank. Courtney has over 12 years of experience in the financial industry and specializes in helping clients achieve their financial goals. She works with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. She helps clients analyze their current financial situation by reviewing their total assets, liabilities, and cash flow. Through this process, she advises clients on specific financial strategies to optimize achieving their short-term and long-term financial goals.
This episode talks about:
- How to achieve financial goals on a larger scale, building wealth and achieving financial freedom.
- How debt can be a good thing to help you build cash-flowing assets.
- Understanding the BRRRR Method in real estate.
- What is the best way to find good value properties?
- What are collateralized assets?
- What two main aspects of a loan/mortgage application does an underwriter examine to determine if lender guidelines are being met?
- The importance of working with an experienced advisor
To connect with Courtney Dyer:
Check out Financially Free Journey online to subscribe to the Podcast Make sure to follow Courtney on Instagram!
Courtney’s LinkedIn profile:https://www.linkedin.com/in/courtney-dyer-4b551089/
To learn more about Infinite Banking and how you can use it with real estate investment, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Today’s guest is Dan Lewkowicz, a seasoned real estate veteran with over 15 years of expertise in the industry. His career started from house hacking and quickly evolved to flip houses in and around metro Detroit. He established a company in 2005 called Disability Made Easy. He eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan. Prior to joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease and a former business development executive for Amazon. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and created a course for aspiring real estate brokers.
This episode talks about:
- Differences and similarities in the process of finding the best broker for residential and commercial property.
- How properties are valued and analyzed using different variables.
- Fundamental considerations on traffic analysis in acquiring a property.
- Understanding demographics can help in predicting sales and database acquisition in a particular area.
- The importance of the 1031 exchange
- Methods used when finding a property.
- Courses offered intended for commercial real estate investing and for aspiring real estate brokers.
- CRE Pro Course
To connect with Dan Lewkowicz, visit:
Linkedin https://www.linkedin.com/in/dan-lewkowicz-7118361/
Contact Information 248.943.2838
Course Information: https://creprocourse.com/cpc/16/
To learn more about Infinite Banking and how you can use it with commercial real estate, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
In this episode, Sarry is joined by Randy Crabtree, CPA, with 30 years of experience in public accounting and tax consulting. He worked closely with top company executives on tax planning and preparation engagements. Before co-founding Tri-merit, He was a managing partner of a certified public accounting firm. He handles tax consulting activities in a wide variety of industries. He loves to speak at webinars and make presentations on numerous accounting conferences focusing on the R&D tax credit, Cost Segregation Studies, and Employee Retention Credits. Also, he had several articles published related to the subject. Randy hosts an accounting industry podcast called the Unique CPA.
This episode talks about:
- In-depth explanation and understanding of R&D Credits.
- How industry can qualify and maximize the R&D Credits.
- Importance of documentation in supporting the claim and application of a tax credit.
- What are the benefits of this program?
- Difference of credit and deduction from the standpoint of taxation.
- Opportunities and qualifications for taxpayers and business owners under the ERC and PPP program.
- Significance and consideration of correct analysis and calculations of refundable credit and its impact on businesses.
To connect with Randy Crabtree, please visit:
Podcast The Unique CPA
Facebook https://www.facebook.com/TriMerit/
Email Info@tri-merit.com
Company Website www.tri-merit.com
Contact information : 800.624.1076
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
In this episode, Sarry is joined by Vikkie J, a certified life coach, personal organizer and podcast host inspiring her listeners to live their best life while embracing all that life brings. She is a physical therapist by profession but a life coach organizer by passion. She earned a B.S. in Exercise Science and a doctorate in physical therapy from the REAL HU-Howard University. She completed the Say Life coach program and obtained a certificate for Professional Organizing from the International Association of Professions Career College.
This episode talks about:
- What are the benefits and importance of having a life coach?
- What are the considerations to take note of in finding a tailor-fit personal coach?
- The importance of planning, organizing, and commitment to achieve life and true purpose
- Identifying problems, hurdles, and strategies to overcome the difficulties in achieving goals in a realistic and attainable manner.
- Regaining confidence and finding the right perspective for optimal goal achievement.
To connect with Vikkie J, please visit:
Podcast: Talkin with Vikkie J
Company Website: https://www.lifehappenswithvikkiej.com
Facebook:https://www.facebook.com/talkinwithvikkiej
Instagram:https://www.instagram.com/talkinwithvikkiej/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
On this Episode, Sarry is joined by Terrel Turner, a Certified Public Account, creator and host of the Business Talk Library. It is a platform that was born out from a desire to help struggling business owners. Terrell brings over a decade of experience from running Fortune 500 business segments to helping start-ups.
This episode talks about:
- How do ADA tax credits work for some small business owners?
- Eligibility and limitations for small business owners in utilizing ADA credits and other requirements that a business has to meet to qualify for the ADA tax credit.
- What is the difference between tax credit and tax deductions?
- How to utilize the available cash value through infinite banking in order to support the cost of website development and digital marketing.
- Services offered by TLTurner Group.
- Other tax deductions and tax credits that small business owners can utilize to support their digital marketing and/or grow their business.
To connect with Terrel Turner, please visit:
company website: https://www.tlturnergroup.com
Business Talk Library: https://www.businesstalklibrary.com/
Food and Finance Show: https://linktr.ee/businesstalklibrary
LinkedIn profile: https://www.linkedin.com/in/terrellturner/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
Today’s episode involves real estate investing using your whole life insurance policy and other retirement accounts.
Our special guest today is Benjamin Morgan
Benjamin Morgan has been in the Real Estate industry for over 20 years both on the mortgage side of things and also on the investing side of things. He started The Legacy Investment Group about 5 years ago to help homeowners who are facing financial difficulties or who simply want to sell their home without the stress of the traditional process. They are dedicated to helping homeowners regardless of their situation and operate with integrity in every situation.
This episode covers:
- The benefits of investing in real estate passively
- How you can you use your whole life insurance policy to invest in real estate
- Key things to consider when investing in real estate
- Understanding different areas of real estate
Ben can be reached at :
https://www.thelegacyinvestmentgroup.com/
Here is his LinkedIn bio:
https://www.linkedin.com/in/thelegacyinvestmentgroup/
To learn more about how you can use whole life insurance (The Bank On Yourself ® way) alongside real estate investing, please go to:
Finassetprotection.com
Also, reach out to us to request a free copy of Becoming Your Own Banker by Nelson Nash.
Managing $150 million in Assets Under Management (AUM) requires a different way of thinking about money and a different way of approaching challenges. It requires you to “Think Like a Bank”.
This is why we are excited to introduce our guest today, Whitney Sewell to share his journey and how he has grown a massive real estate syndication operation.
Founder of Life Bridge Capital LLC, Whitney began his real estate investing career in 2009. Whitney’s passion is working with investors, helping them secure financial security via the exceptional opportunities that multifamily syndication offers. Since founding Life Bridge in 2017, he has secured 900 doors and $125M in assets under management. Whitne also hosts The Real Estate Syndication Show, a daily podcast where he has now interviewed over 850 experts providing cutting-edge tools and strategies of the syndication business. Whitney and his wife Chelsea are on a mission to help other families through the process of adoption. They have personally endured the financial burdens that the process puts on families and have committed 50% of their profits to this goal. Whitney and Chelsea have three children by adoption.
You can connect with Whitney here:
https://www.linkedin.com/in/whitney-sewell/
https://lifebridgecapital.com/
To learn more about how you can use a life insurance policy or other retirement account to become a passive real estate investor, please visit:
https://finassetprotection.com/
Or you can scheduled a call here:
https://calendly.com/financialservicesins
Debt is of course an overwhelming subject to talk about. Most people who are in debt feel trapped and have nowhere to go. The best solution to this problem is to understand what the banks and creditors are thinking, hence the name of the show; Thinking Like a Bank.
Today’s guest is attorney Shawn Yesner who is going to talk about crushing debt.
Shawn M. Yesner is a Florida native, born in Tampa and raised in Miami. After graduating from Florida State University with a Bachelor of Science degree in Accounting, Shawn enrolled in the Cumberland School of Law, Samford University, graduating with a Juris Doctor (J.D.) Degree in 1998.
Prior to starting his own practice, Shawn was an associate attorney at one of the largest lender
foreclosure firms in Florida. There Shawn learned how to prosecute foreclosures quickly and
efficiently, representing such lenders as Freddie Mac, Department of Veteran’s Affairs (VA),
Chase, Countrywide, and many other subprime lenders in all aspects for foreclosure litigation,
bankruptcy, loss mitigation negotiations, and title insurance /title litigation.
In 2004, Shawn left the plaintiff’s side of the practice to form a law firm focused on helping
homeowners keep their homes or get rid of their homes while incurring minimal liability.. After building a successful multi-practice firm, Shawn founded Yesner Law, P.L., again with the focus of helping homeowners, consumers and others eliminate the financial bullies in their lives.
Shawn has been a speaker at multiple Continuing Legal Education Seminars, Realtor®
Education Seminars and Networking Seminars sponsored by Law Review CLE, National
Business Institute (NBI), the American Bankruptcy Institute (ABI), Business Network
International (BNI), Tampa Bay Business Owners (TBBO), and has authored an article entitled
Loan Modifications Can Help Borrowers Keep Their Homes as part of a book titled Florida
Foreclosure: What Lawyers Need to Know Now published by Thomson Reuters in 2009.
In November 2015, The Crushing Debt Podcast was launched and can now be heard on Apple
Podcasts, Spotify, Stitcher, Google Play, iHeartRadio, and other podcast players. The podcast
supports the lawfirm, with the message that “everything will be okay.” In September 2018,
Shawn’s book, Crushing Debt: 9 Strategies to Eliminate Financial Bullies was released and is
available on Amazon.com.
Shawn serves his Tampa Bay community as a volunteer pro bono attorney for the Stetson
University College of Law Veterans Law Institute, and the St. Petersburg Bar Association
Community Law Program. He is also active within his home community serving on the Board
of Directors and Variance Committee for the Westchase Community Association. Shawn also
coaches his sons in soccer for the Westchase Soccer Association, and basketball at the YMCA.
Shawn, his wife and two sons live in Westchase, FL.
Thinking Like a Bank also involves thinking about how you’re going to grow your business.
One of those ways is through marketing, specifically, online marketing.
Our host; Rouan Kruger, a board-certified pharmacist, turned lifestyle entrepreneur reveals all his strategies and the seeking out of strategies to truly find what it takes to make you thrive. Discover with no fluff, how to truly jumpstart your creative, purpose-driven life. Discover how you can create an online business, using social media, that can help you create time and money freedom. Discover how advanced mindset, goal setting, and time management techniques is a key part of that thrive factor. Discover the tools of how short intervals of stress, can help you breakthrough personal barriers, cultivating stress resilience. Rouan is a big advocate of self-knowledge and how this key to the difference that makes the difference.
Rouan’s LinkedIn: https://www.linkedin.com/in/highimpactagency/
Website: highimpactagency.com
To learn more about how you can use an Infinite Banking/Bank On Yourself ®
Policy for digital marketing;
Visit: finassetprotection.com
Schedule a call with us here:
https://calendly.com/financialservicesins
I’m sure you’ve stumbled upon annuities and wondered if they are a good fit for your portfolio.
Most people have mixed views. Either good or bad. This is typically the case with a lot of financial products and solutions. They are either ‘good’ or ‘bad’ for you. Of course these are subjective terms and the whole good/bad argument really depends on what you want to accomplish. That is the key word; accomplish.
Our guest today is Nick Bates. Nick joined the SET IMO (Insurance Marketing Organization) in January 2019 as the VP of Sales and Recruitment. In this role, he is responsible for sales and recruitment of all lines of insurance for the organization. This includes fixed annuity, life, and long-term care insurance. Nick has worked in the financial services industry for 15 years. He has earned his FINRA Series 7, 24, 63 and 66 registrations along with his life and health insurance licenses in Michigan. He is a graduate of Michigan State University. He lives in Saline, Michigan with his wife Danielle and two children Claire and Cole. In his free time, Nick enjoys anything outdoors and sports related.
Nick is joining us today to share his expert knowledge on annuities and how they work. Tune in to find out if annuities are truly a good fit for you.
This episode will discuss:
- What is an annuity?
- How does it work?
- What are the different types?
- Who would benefit from an annuity?
- What to consider with annuities?
- The downsides to annuities?
To speak to us about reviewing if an annuity is a good option for you, schedule a call here:
Finassetprotection.com
With us today, Brad Costanzo:
Brad Costanzo is a serial entrepreneur, consultant and investor who has started, sold and currently owns several businesses.
His investments range from equities to crypto and private angel investments in companies that range from e-commerce to real estate and even space.
He’s the founder of Costanzo Marketing Group and Costanzo Capital and is the host of the hit podcast Bacon Wrapped Business
Tune in to find out:
- Principles of business growth
- Retaining more clients in your business
- The power of a premium product
- Repurpose profits to help more clients
- Angel investing
- Cryptocurrency
- Consider your time, energy, and money within investment opportunities
- What to look for in investment opportunities
To connect with Brad, visit:
https://www.linkedin.com/in/bradcostanzo/
brad@bradcostanzo.com
https://bradcostanzo.com/
https://baconwrappedbusiness.com/
To learn more about Bank On Yourself ®
Visit:
Finassetprotection.com
https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/
Today’s episode takes a deep dive into how to raise capital and start a fund with Bridger Pennington. Bridger is Co-Founder at Investment Fund Secrets, founder of Black Bridge Holdings
Bridger joins us today to share his expertise on the following:
- What is a fund?
- Why is it important for business owners to learn how to raise capital?
- How to raise capital?
- What to consider when raising capital?
- Why would it make sense for you to invest in a private fund as an investor?
You can connect with Bridger with these links:
LinkedIn: https://www.linkedin.com/in/bridger-pennington-670035127/
Youtube: https://www.youtube.com/channel/UC1_NBRSd-yIX6tyg31RzCew
https://www.investmentfundsecrets.com/training-registration-11
To learn more about Infinite Banking (and Bank On Yourself ®) please visit:
Finassetprotection.com
With us today is a special guest, Marcus Norman, the host of GentleMan Style Podcast and CEO of a real estate investment firm and Property Management company based in Virginia. Marcus started an investment firm that seeks to achieve higher returns for its investors, board members, and market partners through traditional markets and alternative markets foreign and domestic. Located primarily in the 757 area code and growing. Currently manages $330K in assets under management.
Check out this episode to learn more about:
- What banks do?
- How to figure out your financial goals?
- What type of investor are you? Active or Passive?
- How much should you have in cash reserves (how to figure this out)?
Connect with Marcus Norman:
https://www.youtube.com/channel/UC6WEsw7y8V_OpSCndGMKC1g
https://podcasts.apple.com/us/podcast/gentleman-style-podcast-god-family-finance-self/id1205759620
marcus@gentlemanstylepodcast.com
To learn more about applying the Bank On Yourself ® strategy to meet your financial goals, visit finassetprotection.com
Schedule a free 15-minute call with us here: https://calendly.com/financialservicesins
Join us for today’s episode with Serg Lupescu. Serg shares his expertise and background on Residential Assisted Living (RAL) and why this niche is unique to operators and real estate investors. Serg shares how this is a growing niche in real estate along with the financial benefits to those involved in this niche. Also, Serg shares how this helps those aging and in need of RAL.
You can reach out to Serg to learn more about:
Being a passive investor in RAL
And
Owning your own RAL facility
Link to Serg’s YouTube channel:
https://www.youtube.com/channel/UCMnasdyxsKn0ULRpS4Zi7Zw/playlists
https://legionassistedlivingacademy.com/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
How much do you save, invest, and spend? What percentages of each do you allocate? These questions lead to a concept called Profit First, which is the practice of profiting first in your business by having the proper allocations in place. This concept alongside the Bank On Yourself Strategy is unstoppable. Think about it... Having the ability to recoup more money from your business and have it grow for you uninterrupted... Forever. This is what happens when you combine Profit First with Bank On Yourself.
With us today, Brandon and Amanda Neely (husband and wife) who are Profit First Professionals and Bank On Yourself Professionals.
Brandon and Amanda Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. They are infinite banking/Bank on Yourself Specialists as well as Certified Profit First Professionals. Their goal is to work with people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud.
You can connect with Brandon and Amanda by visiting the following links:
https://www.youtube.com/channel/UCDhyT09v_5xD1qyvLuhSfDA
https://grandmaswealthwisdom.com/
To learn more about growing wealth using Bank On Yourself (also known as Infinite Banking), please visit:
https://finassetprotection.com/
Have you ever thought about getting into real estate investing but don’t have the time because you’re too busy with your day job? Have you ever heard of ‘passive real estate investing? Well, that’s exactly what today’s show is about. How to invest in real estate passively, even when you are busy. Our special guest today is Alina Trigub.
Alina is the founder and Managing Partner of SAMO Financial. It’s a boutique private equity firm specializing in helping busy business owners and IT professionals passively invest in commercial real estate. Alina's business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time ago". Her passion is to teach others how to build wealth by investing passively.
Tune to learn the differences between actively investing in real estate vs passively investing in real estate. Also, why one would even consider investing in real estate passively.
We talk about how one could leverage their cash-value-whole-life insurance policy (also referred to as a Bank On Yourself type whole life policy) with passive real estate deals.
To connect with Alina, please see the links below:
http://www.samofinancial.com/
https://www.linkedin.com/in/alinatrigub/
To learn more about leveraging cash value life insurance and connecting this savings option with real estate investing, visit our site here:
https://finassetprotection.com/
Also, schedule a free call here:
https://calendly.com/financialservicesins
A few of the core principles of Thinking Like a Bank include saving on taxes and investing in real estate. Lucky for you, today’s show includes both of those subjects..saving on taxes while investing in real estate. One way to do this is called “Cost Segregation” which is explained by our expert guest, Yonah Weiss. Learn how you can utilize these methods and save a lot on taxes.
To learn more about what we do, please visit: https://finassetprotection.com/
You can contact Yonah Weiss to get a free Cost Segregation quote by visiting his website at https://www.yonahweiss.com/
Also connect with him on LinkedIn: https://www.linkedin.com/in/cost-segregation-yonah-weiss/
As mentioned in previous episodes, one of the core principles to Thinking Like a Bank is investing in real estate. One of the main requirements when investing in real estate is getting title insurance. This is usually required by lenders before closing. Title insurance is something very few people know and understand. We have a special guest today, Michael Ham, who will share his expertise on title insurance and how it works.
To learn more about what we do, please visit: https://finassetprotection.com/
To learn more about Michael Ham, visit his website at https://www.themorningspotlight.com/
Also connect with him on LinkedIn: https://www.linkedin.com/in/michael-ham-ctt/
One of the core principles of Thinking Like a Bank is to invest in real estate. No doubt, this is a lucrative route to take and sometimes does not require all of your money. One of tools used in real estate investing is a mortgage, which is of course a secured loan against a property. Although mortgages are helpful and widely used, not everyone can qualify for a mortgage. There are certain requirements you have to meet to qualify which is what today’s show is about. With us today, Robert Weinberg of Benchmark Mortgage, who will share his expertise with us on what you need to know before applying for a mortgage.
To learn more about what we do, please visit: https://finassetprotection.com/
To connect with Rob, please visit; http://robgw.com/
On today’s show, we take a deep dive into passive real estate investing with Tait Duryea. Tune in to learn more about why and how passive real estate investing works.
We talk about how you can invest in real estate without any work or skills and very limited risk. We also talk about how you can connect your Bank On Yourself type whole life insurance policy with passive real estate investing to have your money work in two places.
To learn more about what we do, please visit: https://finassetprotection.com/
To connect with Tait, visit his website at https://www.turbinecap.com/
On today’s episode, we talk about the Bank On Yourself Concept with a special guest. His name is Mark Willis. Mark is a Certified Financial Planner and President of LakeGrowth Financial Services in Chicago, IL. Mark is also Sarry Ibrahim’s mentor and has guided him through the Bank On Yourself journey. Listen to this episode to learn more about this concept and how it can help you grow safe and predictable wealth while also being your own source of financing. To reach out to us for a free consultation, please go to finassetprotection.com and schedule a free call.
To learn more about what we do, please visit: https://finassetprotection.com/