The WEInvested Podcast: Recent Episodes
Wesley Earp
Welcome to The WEInvested Podcast, where we discuss financial literacy, personal finance, investing, and entrepreneurship. Be sure to check out WEInvestedonline.com for more financial content. Follow us on Instagram, Twitter, Facebook, and YouTube @WEInvested.
In this episode, we sit down with Jamari Thorne, a trailblazing entrepreneur who is making a significant impact in the world of insurance. Jamari's journey from a young professional to a successful insurance broker is a story of resilience, determination, and an unyielding commitment to her community.
We explore how Jamari navigated the challenges of breaking into an industry where minority representation is still limited, and how she has leveraged her expertise to empower others. Jamari shares her insights on the importance of financial literacy, the need for diverse voices in the insurance sector, and her mission to create more opportunities for aspiring entrepreneurs of color.
Join us as Jamari Thorne takes us through her inspiring journey, offering valuable lessons on entrepreneurship, community building, and the power of perseverance in the face of adversity. Whether you're an aspiring entrepreneur or simply looking for motivation, this episode is packed with insights that will resonate with you.
Adam Koós, CFP®, CMT, CFTe, CEPA is the President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio. Adam grew up absorbing the power of deep, meaningful relationships that his father fostered in his optometry practice. This early exposure to entrepreneurialism sparked his desire to one day own a business where he could significantly impact others’ lives. His professional journey began just 10 days before the tragic attack on the World Trade Center in 2001, and he has since guided his clients through four of the worst market crashes in U.S. history. Adam has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust.
Kevin Davis, a native of Brooklyn, New York, spent much of his childhood reciting original poems and rhymes, influenced by the hip hop craze like any other inner-city child in the 80’s. In 1989, he was signed as a rapper to Warner’s Brothers Records. At the age of 23, he had his first hit record called, “Stomp” and toured the world for five years.
He became a stockbroker in 1995, inspired by the Eddie Murphy movie, “Trading Places,” when the music career fizzled out. This led him into the jaws of the infamous firm Stratton Oakmont, featured in “Wolf of Wall Street” and after a short two years, in a boiler room shop. He was recruited by major wire house firms and ended up working in a small research shop.
It was this experience, 25 years later, that led to the development of Investment Dojo, the World’s first social trading competition application. After approximately three years in the making, the application finally launched April 13th 2024. The app effectively gamifies the stock market. The initial feedback is that it’s fun, exhilarating, and more importantly, wildly educational.
Mark is the founder of TaxWise Partners and a Tax Savings Architect. He brings over 20 years of successful business operation and high level consulting experience to the table for the clients and financial professionals he services.
Mark employs the same discipline and tenacity in finding tax savings as he did serving his country as a former Marine Corp Sergeant in Bravo Company 4th Marine Division. Semper Fi!
TaxWise Partners and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to enable them better grow their business and accelerate their wealth.
Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience.
With a decade of diverse experience, Peter’s expertise includes product marketing, growth marketing, brand strategy, and customer experience.
At ICONOMI, he sets the vision and strategy, driving the company’s mission forward. Peter’s passion for innovation, technology, and entrepreneurship fuels his commitment to leading teams that deliver impactful solutions. His success in scaling businesses, launching new products, and developing engaged customer communities is a testament to his transformative leadership.
Peter is dedicated to lifelong learning, holding certifications in compliance and innovation and staying abreast of the latest in marketing strategy and leadership through courses from prestigious institutions.
John-Mark Young understands that serving clients’ financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
As a Financial Advisor & Chief Investment Ocer for Whitaker-Myers Wealth Managers he puts his clients, and their needs, first. John-Mark is committed to helping you achieve your financial goals by oering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs.
Additionally, John-Mark is one of Dave Ramsey’s Local Smartvestor Pros because, like Dave, his focus is on helping clients live their lives debt-free and financially independent. In 2019, Dave Ramsey invited John-Mark to join as a member of his Investing Advisory Council. Through this, John-Mark helps Dave and his team direct other advisors in serving Dave Ramsey Listeners.
Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for seven years, where he served as a Relationship Manager for affluent families in Northeast Ohio.
John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012.
To live out our belief in running Whitaker-Myers Wealth Managers as a fiduciary-based firm, John-Mark completed his AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional) designations in 2023. A firm believer in continuing education, John-Mark is working towards completing his Certified Financial Planner and Kingdom Advisor designations.
John-Mark lives in Ontario, Ohio, with his wife Megan, Bella, Nash, and Landrie, their three children. Outside of work, John-Mark is a member of Westwood Alliance Church, where he has served as an Awana Youth Leader. He was also the assistant varsity girls’ basketball coach at Mansfield Christian School for five years. He serves on the board of directors at The Christian Children’s Home of Ohio, Inc and Buckeye State Credit Union.
Jessica helps young adults, professionals and entrepreneurs live the lifestyle they WANT by introducing foundational principal of personal finances and wealth building, they were never taught.
As a licensed Social Worker, Jessica brings a unique holistic approach to helping clients identify the root to their poor financial habits in order to have peace and confidence, mentally and financially.
website: theewealththerapist.com
Kimberly Ann Flynn, CFA is a highly accomplished President and partner at XA Investments, where she leads product and business development initiatives. Having previously served as the Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group, Kim's leadership and dedication played a pivotal role in developing over 40 closed-end funds and raising approximately $13 billion in capital. Her broad expertise extends to various investment vehicles, including CEFs, interval funds, ETFs, UITs, and commodity pools, making her a versatile and sought-after professional.
Dr. Daniel Daniel is the crypto trainer that entry level investors deserve. With a keen focus on breaking down the barriers to entry, Dr. Daniel is committed to demystifying crypto investing and stopping the gatekeeping of knowledge that can make investing in crypto seem impossible to those who are beginners.
Drawing on his extensive experience in teaching, training and a deep understanding of cryptocurrency investment, Dr. Daniel has developed "The Crypto Investing Program". He strips away the complexities and delivers straightforward, jargon-free explanations that allow beginner investors to get started in crypto, and set themselves up to excel.
From the basics of buying crypto to navigating exchanges and understanding wallet security, Dr. Daniel's training program truly does set investors up for success. Dr. Daniel's unique standing as a trainer lies in his ability to make crypto accessible to everyone, regardless of their background or prior knowledge.
Byron's gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founder of CFO•AF, a financial services and business consulting firm specializing in industries ranging from construction to crypto. Byron is Chief Financial Officer for an INC 5000 company and is the fractional CFO of various companies with annual revenues from 3-25 Million. His certification in the Crypto, NFT, and the Metaverse space has led to many projects with DAOs and crypto companies and he is considered one of the first experts in crypto tax strategy.
Byron’s true passion lies in helping small business owners expand their financial reach and success through various tools like the R&D tax credits, proactive tax plans, creative funding and high contact financial management.
GARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting entrepreneurs and real estate investors in protecting their assets. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 14,000 clients protect their assets and maintain their entities, especially under the new Corporate Transparency Act.
Garrett also serves as a member of the elite group of “Rich Dad Advisors” for best selling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the best selling Rich Dad, Poor Dad wealth-building book series.
Garrett is also the President of Sunn Stream, a new streaming platform focusing on kid’s financial education and adult professional development.
TED SUTTON is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he decided to attend law school the following year.
Ted attended the University of Wyoming College of Law. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada.
Ted has been focused on making sure Corporate Direct’s clients properly file under the Corporate Transparency Act. Ted is also the author of “Five Tricks To Teach Your Kids About Money” which you can download for free at www.sunnstream.com/fivetricks.
Robert Plotkin is a leading expert in leveraging AI to maximize creativity and innovation. His book, The Genie in the Machine, was the first (and still the only) work to address the impact of generative AI on innovation and the patent system. Recognized as a thought leader in human-AI collaboration, Robert empowers individuals with the essential skills they need to harness AI to supercharge their creative abilities.
Anne Lester is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. She is on a mission to help rising leaders retire on their time and target.
A top-rated speaker, Lester addresses the under-45 crowd as well as professional audiences, including P&I, NAPA, Wharton, plus financial firms and their clients.
Lester is also a media commentator and regular contributor on personal finance and retirement issues. She has been featured on outlets including Bloomberg TV, CNBC, Forbes, Business Insider, Wall Street Journal, The New York Times and Barron’s. She also co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Her book, Your Best Financial Life: Save Smart Now for the Future You Want (William Morrow, 2024), helps younger savers find long-term savings success by overcoming their behavioral biases.
Greg is an investment banker, angel investor, entrepreneur and regular host of a career podcast about the world of work and business. His day job involves advising corporate clients and business owners as they relentlessly pursue growth at all costs to earn the next million dollars. Working on Bay Street (the Wall Street of Canada) Greg is surrounded by high achieving professionals across law, accounting, venture capital, private equity and the big banks who work 80+ hour weeks to serve their clients. But at what cost to them?
As the host of the Lifetime at Work podcast, Greg is on a mission to explore the world of work, the ups and downs behind taking big risks and the payoffs that come with it. Through his diverse work background, Greg brings a unique perspective that emphasizes the importance of purpose, fulfillment, and personal growth. As a food guy at heart, his time as co-founder, running a restaurant, catering and food e-commerce business during the pandemic was a big lesson in understanding the modern working world and today's “American Dream”.
Nolan Bradbury is a seasoned professional with a passion for helping business owners achieve their dreams through sound accounting and financial strategies. Nolan is on a mission to empower entrepreneurs to achieve their goals and unlock the full potential of their enterprises. He understands that a well-tuned and financially sound business is the key to success, and he works tirelessly to ensure his clients' businesses are positioned for growth and prosperity.
Over the past two decades, Nolan has honed his expertise in both the public and private sectors, gaining invaluable insights into the intricacies of financial management. Now, he has come full circle, combining his accounting acumen with his genuine desire to make a positive impact on others' lives.
Nolan serves as a valuable partner on the journey to success, offering personalized guidance and strategic advice to align ventures with aspirations. His deep understanding of both accounting principles and business dynamics allows him to provide comprehensive and tailored solutions, making him an indispensable asset to any business owner seeking to thrive in a competitive landscape.
Through his unwavering commitment and passion for empowering others, Nolan Bradbury continues to leave a lasting impact on the businesses he supports, making him a sought-after expert in the realm of accounting and finance for entrepreneurs.
Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).
With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.
Michael Charles is the founder of Credit Freedom Solutions. Michael began to witness the relentless efforts his parents made to provide him with every possible advantage they couldn't afford for themselves. This experience instilled in him a deep sense of responsibility. He realized that school wasn't just about grades; it was about honoring their sacrifices, so he pushed himself to excel.
Even at the young age of 18, he took on a full-time job while still in high school, not just for his sake, but for theirs. But the most transformative part of Michael's journey was navigating the maze of credit. Initially, he feared the unknown and avoided credit. However, when he decided it was time to transition from being a renter to a homeowner, he understood that a lack of credit can be more challenging than bad credit. So, he embarked on a journey to build his credit profile strategically. This journey led him to a powerful realization: Cash is king, but credit is power.
Today, Michael's mission is simple: to debunk myths around credit and guide others on their financial journeys.
Dr. Rob Scranton teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want. He leverages his extensive background in accounting, finance, and his experience as the former chief financial architect of a cutting-edge financial firm to offer a unique perspective on a highly effective financial strategy known as the Infinite Banking Concept, or IBC. With over two decades as a serial entrepreneur, Dr. Rob combines his expertise to showcase the power of this little-known approach.
Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, financial advice and advisors.
The Get Ready Method provides a framework for integrating financial products, financial advice and advisors. He is also an Advisor at Paperwork and Dingo Technologies. Meanwhile, he is a member of the ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. He served as a long term member of The California Department of Insurance Curriculum Board as well.
Steuer shares his trailblazing thought leadership on financial wellness as a contributor for ForbesAdvisor, expert content reviewer for Nerdwallet, and a guest/contributor for ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. His podcast, Get Ready Money Podcast, is another way to absorb his expertise.
Steuer’s books, including The Get Ready Blueprint, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, Insurance Made Easy, Questions and Answers on Life Insurance, The Questions and Answers on Life Insurance Workbook, The Questions and Answers on Disability Insurance Workbook and The Questions and Answers on Insurance Planner, have won numerous awards, including four awards for Excellence in Financial Literacy Education. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.
Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, and public speaker, renowned for his mindfulness-based approach to money. As the founder and former CEO of Abacus, a values-driven financial consulting firm managing over $3 billion in assets, Spencer has transformed the lives of his clients and helped them achieve financial success on their own terms.
Spencer challenges the stereotypical image of an MBA. He wears a suit and tie, but also leads guided meditations on money, participates in transformative events like Wisdom 2.0 and attends several week long silent meditation retreats each year.
Contrary to the conventional belief that money is just about facts and figures, Spencer asserts that emotional intelligence is paramount. As a financial advisor, he has guided countless clients to grow their wealth. In his view, formal training and expertise take a backseat to the profound impact of emotional intelligence – which allows individuals to make sound financial decisions rooted in balance, kindness, compassion, and joy.
https://www.spencer-sherman.com/meet-spencer
Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications.
Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies, and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage.
Currently, Michael manages a growing 8-figure portfolio of cloud-based software companies, collectively generating a 7-figure pre-tax income annually.
Michael’s insights on digital business acquisitions and operations have been featured in dozens of media outlets like FE International, Indie Hackers, and Empire Flippers.
https://www.michaelfrew.com/weinvested/
Tyler Nicholls, a dynamic and seasoned entrepreneur with a passion for making a significant impact, is dedicated to serving people on a large scale through innovative software solutions.
A graduate of Brigham Young University with a degree in Business Strategy, Tyler possesses a strong academic background that has informed his entrepreneurial pursuits. His dedication to education led him to a teaching career in 7th grade math at inner-city schools through the Teach for America program. To further expand his expertise, Tyler pursued a Master's degree from Boston University.
As an avid investor and personal finance aficionado, Tyler has been deeply influenced by his father, a life-long financial advisor. This familial connection to finance has fueled his passion for financial literacy and its importance in today's world. Tyler's love for inventing software that creates a meaningful impact inspired him to establish Kudosy, a groundbreaking platform designed to empower individuals and families with financial knowledge.
Through Kudosy, Tyler aspires to address the financial literacy crisis in America and bolster families worldwide by providing them with the tools and resources necessary to make informed financial decisions. His commitment to fostering financial well-being extends beyond the platform, as he actively engages with communities, sharing his expertise and insights to create a lasting impact.
https://kudosy.com/
Jordan Berry is the Founder of Laundromat Resource and a multi-Laundromat store owner. Jordan works hard to make LaundromatResource.com a community that is dedicated to teaching one another, learning from one another, growing together, and succeeding together! #laundromat #laundromatbusiness
BEYOND FORMATION offers a holistic, hands-on, Agile approach to building, running, and funding a world-class business into easy-to-follow, customizable, results-oriented steps and strategies. GEOFF BLAISDELL teaches audiences how to align stakeholders, turn innovation into action, and attract talent and capital at any stage of growth.
Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is available from bookstores everywhere; its companion online course is available now and has an affiliate option for podcast hosts.
Early in Ann’s career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I’m paying so much on my student loans every month?” In working with families– including her own– to plan for college, Ann has learned that a good college plan is equal parts good parenting and good financial planning.
Ann has been featured in the New York Times, US News & World Report, CNNMoney and countless other media. Ann and her husband, Bob, live inPortland, OR. Their twins will graduate debt-free from college next year.
https://howtopayforcollege.com/
Brennan Schlagbaum is the Founder and CEO of BudgetDog, a financial literacy company that focuses on helping individuals achieve the financial freedom they deserve.
Brennan has successfully achieved financial freedom by paying off over $300,000 in debt and building a successful financial education business. Brennan has been able to use his education and innovative approach to overcome several financial obstacles.
Brennan also graduated with a double major in finance and accounting from the University of Louisville in 2014.
Budgetdog.com
TAYLOR LOHT is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street’s major correction that year. In the time since he made the shift, Taylor has acquired, invested in, partnered on, or otherwise had a hand in over $250 million dollars in Multifamily & Self Storage Real Estate Investment Deals.
Taylor began investing in real estate after becoming tired of the constant ups and downs of the stock market, and found real estate as the best way to create sustainable, long term wealth and passive cash flow. He now teaches investors how to escape the Wall Street Casino and build wealth on Main Street by investing in real estate.
For over 40 years, DR. KUNI BEASLEY has been helping students reach their college goals. Since 2011,Dr. Beasley and his team have helped students earn over $300 million in scholarships and grants, with students admitted to the top institutions in the country to include the Ivy League (Harvard, Cornell, etc.), Service Academies (West Point, Annapolis, etc.), and Top Tier colleges (MIT, Stanford, Duke, etc.).
His SAT/ACT Prep program has been used in public and private schools in over 20 states. Dr. Beasley was the Dean of the New College Preparatory Academy with 22 sites across the country from Springfield, MA, to Hot Springs, AR, to Palm Springs, CA.
Dr. Beasley has a BS from Texas Christian University (Go Frogs), an MBA from Oklahoma City University, a Doctor of Ministry from Tyndale Seminary, and Ph.D. from the University of Texas at Arlington. He went to college 22 years and paid for only one semester.
Tim Lyons is the co-founder & managing partner of CitySide Capital LLC, a real estate syndication and investment company that focuses on commercial real estate assets that yield strong returns for investors. Tim is also a lieutenant in the New York City Fire Department (FDNY) where he has served for 17+ years. Before becoming a real estate investor he also worked part-time as an emergency room nurse (RN) at a level 1 trauma center. Tim’s initial goal with real estate was to create passive income and in turn, be able to spend more time with his wife and three girls. After partnering on a small multifamily property, he saw first-hand the power of real estate investing as an opportunity to create passive income and build wealth for his family. He started CitySide Capital with the goal of not only growing his own portfolio but also to help others realize the power that real estate investing can have on creating wealth. You can purchase his book here: Bringing Value, Solving Problems and Leaving a Legacy
Dawn is the founder of “Productive PressureTM”, a philosophy and method that masterfully balances the drive for success with a safeguard against burnout. Her experiences in nurturing her veterinary practice, spearheading growth, fostering strategic alliances, and orchestrating its successful acquisition by a large aggregator, have fortified her with an understanding of the intricate dynamics of business expansion and exit planning.
Armed with an MBA and decades of hands-on experience, Dawn has worked with hundreds of practice owners, immersing herself in an in-depth analysis of profit and loss statements and balance sheets. Her diligent exploration uncovered a universal thread of challenges faced by businesses of all sizes and across various locations. It inspired her to design the Practice Freedom Accelerator method, an innovative system that empowers practice owners to step back from being the epicenter of their businesses, freeing up precious time to pursue passions and increase practice value for future transitions.
Since earning a bachelor’s degree in finance, cutting his teeth in the financial industry, and earning a master’s degree in environmental science and management, Owen’s been on a professional rampage, pushing complacency and bureaucracy aside and decarbonizing our economy at an impressive rate.
As a Global Energy Manager for a Fortune 500 company for three years, Owen implemented $60 million of clean technology. Combining his experience in fuel cells, solar PV, energy storage, LED lighting, and HVAC optimization, Owen left to launch lumeo, a niche ESCO. Within three years, lumeo hit eight figures in revenue and helped forty school districts implement energy efficiency and renewable energy.
After a successful exit from lumeo, Owen looked for his next opportunity. After nearly a decade in the clean technology industry, Owen concluded there’s too much attention given to developing new clean technologies and not enough focus on rapid deployment of existing technology. It doesn’t matter how efficient a solar module is if only 3% of American buildings have them installed.
Owen started ZNE Capital and pivoted to buying commercial real estate for the purpose of decarbonizing it. In just three years, Owen acquired and partially decarbonized $96M of multifamily properties. While ZNE Capital proves to have a successful business model, the rampant inauthenticity within the institutional impact investing space made it challenging for ZNE Capital to make impact at scale.
Owen founded Rayven to decarbonize existing buildings at scale. Rayven is the world’s first net zero real estate investment platform. Every property we buy is converted to true net zero (no offsets involved). By partnering with thousands of authentic, retail impact investors, Owen, Rayven, and every single investor will decarbonize the world, one apartment building at a time.
Jermane Cheathem is the founder of Creators Learn. He helps solopreneurs start & scale their own lending business using the system he created to close over $50 million in sales.
DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment strategies. He researched and discovered unique strategies, including the “Infinite Banking Concept,” which he uses by combining specially designed whole life insurance policies to build cash value and access tax-free loans.
Dan also developed principles for “Ultimate Cash Flow,” which involve combining time,compounding, safety, leverage, and tax advantages to appreciate assets. He wrote several books, including his latest book “The 4 Keys to Building Wealth,” to educate others on these strategies.
Dan values tax advantages, access to capital, and controlling the flow of money and is dedicated to helping clients find strategies that fit their needs.
RJ Burr, 48, is a third generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, Mr. Burr funded his first partnership and never looked back. RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr’s companies have raised and deployed over $300 million in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves.
After Graduating Arizona State University, Amanda Kay has spent the last 16 years helping Fortune 50 companies and individual investors meet their financial targets.
She has managed nearly 1,000 client portfolios through operating her own branch as a Financial Advisor in Gilbert, AZ and working for a private investment oil and gas firm in Dallas, TX.
After years of working with wealthy investors, Amanda concluded there was not a centralized source of professional information to help direct affluent and income driven individuals to the right asset managers.
Passive Income Investors Group is a solution to giving the market what it needed.
Amanda is passionate about client success and committed to a solution driven company that provides what investors are eagerly seeking.
Patrick Grimes is the founder and CEO of InvestOnMainStreet.com, a private equity firm that enhances busy professionals’ quality of life by providing tax-shielded and inflation-hedged passive investments in alternative investments.
Since 2007, Patrick has purchased distressed real estate assets, renovating and stabilizing them for long-term cash flow. He has raised over $50M to acquire a $600M+ portfolio including about 5,000 units in multifamily apartment communities in emerging markets across Texas and the southeastern U.S.
He has also diversified with a partnership in an energy portfolio that includes 100+ natural gas and oil wells in 5+ locations across 5 states.
Patrick is co-author of an Amazon #1 best-selling book, and he actively writes articles on investing and commercial real estate for Forbes and Inman. He holds both a BS and MS in Engineering, as well as an MBA.
Brad Barrett is a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets. With nearly 20 years in the financial services industry, he is passionate about finding new ways to educate investors.
He Having the heart of a teacher, He shares his knowledge and experience through his weekly YouTube, Podcast and Radio Show, “Make Your Money Matter”. His show aims to change the way people think about financial advice, so they can make better decisions with their money.
A sought-after public speaker, Brad has educated thousands of people planning for financial freedom across the country. His book, Retire Right, hit the shelves in 2021 and serves as a guideline to aligning goals and objectives when it comes to investment and financial planning.
Brad has a bachelor’s degree in Economics and Political Science from Arizona State University.
He is a CERTIFIED FINANCIAL PLANNERTM and member of Kingdom Advisors.
Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world.
As the host of his popular podcast, The Practical Wealth Show, and in his individual meetings with clients, Curtis teaches people that their number one financial asset is their knowledge. The more they know, the lower their risk, and the greater their chance of success over time. He feels strongly that financial products are simply tools. What makes the biggest difference in people’s lives isn’t the product, it’s how they use it. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now.
Curtis is very blessed to be married to his wife of 22 years, Erica, a family law attorney. They like each other so much that they even share an office together! Curtis and Erica have three amazing daughters and love to travel.
Website: https://curtmay.clickfunnels.com/presell-page22061466
The stock market is an emotional rollercoaster. The difference between profit and loss comes down to your understanding of how to make logical and fast decisions based on constantly changing data. This is where Anmol Singh comes in. He was born in Delhi, India and grew up as a patient and persistent individual. After completing his high school education, he went to Brunel University London with the strong determination to become something great. He started trading in his dorm and saved enough money to legally start multiple franchises and move to America. At the young age of 22, Anmol Singh was able to establish himself as a successful Trader and has been featured in major media outlets including Business Insider, Forbes, and International Business Times. Today, he and his team at Live Traders show people how to execute trades, review different scenarios, and most importantly, how to control your emotions when high stakes are on the line.
www.livetradersguide.com www.livetradersguide.com
Bernadette Joy is a nationally recognized money coach who paid off $300,000 of debt in 3 years and built $1M of investments by 37 years old. She was named one of the top 25 new influential voices in money by NextAdvisor in Partnership with TIME magazine.
Bernadette’s vision is to change the face of wealth in America. Her practical money tips have been featured on CNBC, MarketWatch, USA Today and TIME Magazine, and as a TV contributor for ABC’s Good Morning America, CBS’s The Doctors and Access Daily on NBC.
Prior to her entrepreneurial career, she spent ten years in human resources at Fortune 100 companies and technology startups, that rounded out her strong ability to connect with large organizations.
She earned both a Bachelors degree in Business Administration and a Bachelors degree in Psychology from Boston University, and her MBA degree from the University of North Carolina at Chapel Hill.
website: https://www.crushyourmoneygoals.com/
Melissa Widner is the CEO of Lighter Capital, the pioneer and leader in revenue-based financing for tech startups, founders, and companies. Seattle-based Lighter Capital is backed by National Australia Bank and Silicon Valley Bank as well as US VCs.
Previously, Melissa was the Managing Director of NAB Ventures, the VC arm of the National Australia Bank, and a General Partner at Seattle based SeaPoint Ventures. She was the founder and CEO of 7Software, a Silicon Valley based enterprise software company acquired by Concur (Nasdaq: CNQR, acquired by SAP). She was also the CEO of Northwest Industrial Supply. Under her leadership, both companies generated over a 10X return to investors.
She is the co-founder and Chairperson of Sydney-based Heads Over Heels, an organization that supports women entrepreneurs running companies with high growth potential.
Alex Sonkin is the founder of The Due Diligence (DDP) ProjectTM and The Virtual Family Office (VFO) HubTM, a revolutionary platform of vetted resources that supports hundreds of leading Tax-Focused CPA firms and the Family Offices around the country.
Mr. Sonkin has authored a book, called “The Due Diligence ProjectTM” and has been published in “Money Matters-Volume #2”, both available on Amazon. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including“It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project PodcastTM.
Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).
Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.
Sabrina is a 29 year old female entrepreneur in the real estate space that co-founded Techvestor, a short-term rental fund that raised $21m in the last 12 months.
Before Techvestor, she worked at Apple in the engineering space as a project manager for the Airpods product line, while helping thousands of people in tech learn about real estate investing. Since 2021, she has flipped, designed, and furnished over 65 houses, built Techvestor’s operational infrastructure, and has been nominated for Forbes 30 under 30, 2023.
Solomon Floyd is a Real Estate Developer, Investor and Equity Specialist, and Mentor and Economic Advisor.
Solomon is the Principal of Reunion Investments, a boutique real estate investment firm with a focus on providing a strategic approach to buying property in tertiary and military markets across the United States. Investors can expect consistent returns provided by a secure tenant/buyer base.
Steve Keller is on a mission to empower business owners with the knowledge and resources they need to use specialized trusts to legally reduce tax liability, safeguard their most valuable assets, and establish a generational legacy for their families.
Steve's journey began as a self-employed camera operator in the sports television industry. However, he eventually decided to take the next step in his career and made his first business acquisition for $120,000. Less than three years later, Steve closed his first seven-figure deal, purchasing his next business for $1.3 million.
website: https://www.stevekellerconsulting.com/
Chris Malta has been a successful business owner for more than 47 years, starting at the age of 15. He’s spent more than 30 of those years in Ecommerce and online marketing.
Chris developed the world’s most popular wholesale directory for online business owners, WorldwideBrands.com. He’s owned a wholesale supply company in western NY and built an Affiliate Program with over 27,000 members.
Chris has also designed the most comprehensive Ecommerce Education in the world and has been teaching it for over a decade. He has taught over 800 live online Ecommerce workshops, totaling more than 6,000 hours of live Ecommerce mentoring.
Chris is also a published business author whose paperbacks and eBooks have been read by at least 7 million people.
Chris has spoken at national internet conventions, hosted two business talk radio shows for Entrepreneur Magazine, and worked personally with top level executives from Amazon, eBay, UPS and others.
Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 15 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life. #noteinvesting
Simon Ree has worked as a professional in the financial markets since 1992, when he started his career as a futures broker. He loves studying the markets,
trading the markets and he loves traders, too.
During his 28 year career, Simon worked at Goldman Sachs where he founded and headed-up the Markets Desk in Sydney. He subsequently held senior
positions at Citibank in Singapore. During this time, he developed considerable expertise in financial markets, with a particular emphasis on stocks and options.
Simon is the author of the #1 Amazon Best Seller, The Tao Of Trading: How To Build Abundant Wealth In Any Market Condition.
Simon’s passion extends beyond trading the markets, to analyzing the markets, talking and writing about the markets and teaching others how to trade the markets.
Since 2017, Simon has successfully mentored hundreds of aspiring traders on the simple techniques he uses to generate consistent cash flow from the stock
market.
Eric Miller has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide.Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he’s had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.entrepreneur #financialadvisor
Dustin is a successful business owner in the wealth and lifestyle design space. Has many awards and achievements ranging from business excellence awards to multiple Top 40 Under 40 wins to snowboarding medals, golf scholarships, he is a hobby 1000 yd marksman, can be found in the backcountry snowmobiling in winter and currently is working on completing a mini resort when he is not authoring books or driving his sons to hockey practice.
He is also the host of The Picture of Wealth Podcast where Dustin give his insights on investing, personal finance, money-saving, income sources, tax strategies, and insurance tips to help his audience be great at money decisions.
Website: https://servisswealth.com/about/dustin-serviss/
Anthony Amunategui is the Founder of CDO Group, a National Commercial Construction firm he started almost 25 years ago with a small group in his basement. Today CDO group has worked with some of the world’s largest brands to build an estimated one million square feet of retail space per year. Anthony has a true passion for finding out what makes people successful in business and in life. He loves diving into conversations about what the future holds for us personally and professionally, and the adventures that shape that journey.
Website: https://cdogroup.com
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Greg Writer is the Founder and CEO of Launch Cart, alternative to Shopify that gives entrepreneurs the ability to create an on-demand eCommerce store with thousands of products available through the Source and Sell Marketplace, where sellers will be able to sell products without inventory costs or fulfillment needs.
Percy "Master P" Miller has joined Launch Cart as our new Chairman of the Board.
Often referred to as “The Entrepreneur’s Best Friend”, Greg Writer has spent the past 15 years coaching thousands of entrepreneurs to raise capital, market their businesses, and ring the cash register.
He has over 35 years of experience in corporate finance, capital formation, executive level management, mergers and acquisitions, software development, licensing and distribution, and sales and marketing.
As a self-declared “digital marketing guru”, Greg has generated tens of millions of dollars in revenue using the exact strategies he teaches in seminars and keynotes across the country. These days, he’s on a mission to help celebrities and influencers accelerate their business growth, increase their revenues, and build “brand equity” through e-commerce and online digital marketing.
Website: https://launchcart.com
ecommerce #shopify #business #entrepreneur
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Michael holds a BA in Exercise Science from Florida State University where he had the privilege of playing for their perennial National Championship level Football Program. Michael Schill is a 21st century entrepreneur who has managed to marry skill sets in business, music, fashion, and professional sports into a one-stop tour de force brand name. Under the tutelage of New York Times Bestselling author and Real Estate mogul Grant Cardone, Michael has earned an Ivy League level of schooling in the Public Relations game from a ground zero perspective. Leveraging his credibility in a multitude of verticals, Michael has been able to demonstrate sustained production and mastery of SAAS Sales over a host of platforms using BI Visualization & Data Analysis all while spearheading the nations premier Sales Team.
Website: https://thefullcircle.io
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Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large commercial real estate properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside her to take advantage of not only her extensive experience, but also her detailed research and exclusive relationships.
Sylvis Capital offers commercial real estate investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 748 apartment units, 208,000 square feet of flex industrial space, and $96M worth of assets under management.
Website: http://sylviscapital.com
realestate #passiveincome #entrepreneur
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Jonathan Jay has been an entrepreneur since dropping out of university at age 19. Now 50 years old, he has built businesses in publishing, digital marketing, adult education and coaching, and preschool education and sold each of them. During the pandemic, he made 48 business acquisitions to create the 4th largest group in his sector in under three years.
One notable deal was buying a £5m annual revenue digital marketing company from its Private Equity owner for just £1 and selling it for £1.3m just eleven months later. He is an advocate of a healthy work-life balance, suffering mental and physical burnout, and believes you can achieve success without business taking over your life!
He now helps other people buy businesses and helps them avoid the expensive mistakes - as he says he has made them all!
Website: https://dealmakers.co.uk
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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. 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.
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Todd Randall is an eight-time CEO from rural Florida. His businesses include spas, gyms, construction company, wholesale, business brokerage and consulting. He didn't have any advantages at the start, no special gifts or relatives who could teach me everything. It took him over thirty years to get me where he is, generating multiple 7-figures yearly. He did all this to create a lifestyle that is comfortable to him.
Website: https://www.beachview.biz
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Bradley Clark is out to destroy the financial advice industry ...
After 25+ years helping people make better financial decisions and studying why people make financial decisions, Bradley discovered the prevailing compensation schemes (commissions & percentages) are good for advisors, but highly problematic for clients given the disturbing conflicts of interest.
Only by eradicating these compensation schemes does the financial advice industry have a chance to become a helping profession. While an industry only distributes products, a helping profession uses evidence to better the lives of the people they serve.
Bradley had enough, so in 2016, he formed a company to help lead this much needed transformation from industry to profession. Clark Asset Management focuses on helping pre-retirees & retirees navigate the transition from their accumulation phase (which is simple) to their decumulation phase (which is anything but simple). It is one of the only firms in the country offering wealth management for a single fixed flat fee.
Website: https://bradleyclark.com
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Eunice Peret is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization.
Website: https://www.empoweredfinancialplanner.com
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Adrian Reidis a full-time private trader based in Australia and also the Founder and Trading Coach at Enlightened Stock Trading, which focuses on educating and supporting traders on their journey to profitable systems trading. Following his successful adoption of systematic trading which generated him hundreds of thousands of dollars a year using just 30 minutes a day to manage his system trading workflow, Adrian made the easy decision to leave his professional work in the corporate world in 2012. Adrian trades long/short across US, Australian and international stock markets and the cryptocurrency markets.
Website: https://enlightenedstocktrading.com
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Nate Jenson has a masters degree in Forensic Accounting, he’s a Certified Management Accountant, and is Certified in Strategy and Competitive Analysis (through the Institute of Management Accountants). But more importantly, he has somewhere around 30,000 hours of helping small business owners understand what’s driving or inhibiting their profitability and cash flow and what to do about it.
He has built and sold 3 bookkeeping and CFO companies having helped over 50 companies to get insight into their profitability. His current focus is providing this insight in a more automated way so that companies that need the insight but can’t quite afford a fractional CFO, can still have a clear picture of what they need to change to improve their profitability.
Website: https://www.zerotocfo.com
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Kyrillos Mansour, also known as ‘KM’ is Founder and Director of the First Brick Property Buyers Agency. First Brick was founded due to KM’s Passion for both Property as well as Education. KM is a highly successful property investor himself and has helped many people purchase properties prior to First Brick.
KM is also the host of the Hugely Popular Podcast, “The First Brick Property Podcast”. KM takes enormous pride in educating and free content can always be found on all of First Bricks Social Media accounts.
KM has helped countless people purchase property for both investors and homeowners across all of Australia. #realestate
Website: https://firstbrick.com.au
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Todd Rampe is the Founder and CEO of the Wealth Builders Institute. Todd was very fortunate to learn how to trade in 1998, from someone he calls his “7-Figure Mentor,” because of how successful his mentor was, and of course, the amount of money he made.
Todd Rampe is one of the very few trading educators that actually trades his own account using the exact method he teaches both new and experienced traders.
So, after well over 2 decades of trading, developing software and the methods that go with them, Todd is able to teach virtually anyone how to use his incredibly dependable Triple Sync Software, regardless of their experience. Todd Rampe built the Wealth Builders Institute to ensure that anyone that wants to learn to trade effectively, will have the best possible tools and knowledge at their fingertips, to accomplish that goal, in a very short period of time. #stockoptions
Website: https://wealthbuildersinstitute.com
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Marty Greenbaum, CFE is a 30+ year franchise industry professional, Certified Franchise Executive (CFE) and founder of Smart Franchise Investing.
Today, Marty serves motivated investors seeking to reach their personal and financial goals through franchise ownership. He is a franchise educator and matchmaker that helps people make smart business decisions. Simply, he helps people find the “perfect fit” franchise. His “deep roots” in franchising and detailed knowledge of hundreds of brands has enabled him to become a “top” franchise consultant. Most importantly, he loves what he does.
Website: https://www.smartfranchiseinvesting.com
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Mike Waterbury is one of healthcare’s most influential voices. Often referred to as the “Tenth Man of Healthcare” due to his grit and unwavering commitment to change the status quo, Waterbury takes a stand on the misaligned incentives, growing medical debt and legacy thinking that many industry leaders shy away from. His passion for an improved system—where insured individuals aren’t struggling to afford out-of-pocket healthcare costs—coupled with 25+ years of learnings at the top healthcare organizations in the U.S., led him to found Goodroot, a community of companies focused on reinventing healthcare—and the systems that no longer serve us.
As President and CEO of Goodroot, Waterbury is focused on freeing and amplifying the talent that’s trapped within the industry. He brings visionary leaders, innovators, and seasoned healthcare experts together to champion private companies focused on making healthcare affordable and accessible through innovation. Goodroot acts as an umbrella company, aiding its affiliates with the necessary capital, finance, legal, HR, sales, and marketing support to scale. Waterbury plays a key role in overseeing the launch and growth of each affiliate company.
Website: https://www.goodrootinc.com
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Chris Pistorius is the founder of KickStart Dental Marketing. While Chris specializes in dental marketing, other medical professionals, marketers, entrepreneurs, and businesses can learn from his digital marketing experience of over 15 years. Chris has worked with countless local business owners in all industries across multiple facets of marketing, consulting, and coaching. Chris has been able to build his local digital marketing agency into one of the top marketing agencies in the country, as listed on UpCity, SEO For Growth, DesignRush, Expertise & AgencyVista. He shares his expertise by giving marketing seminars across the country and hosting a weekly marketing podcast.
Website: https://kickstartdental.com
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John Cerasani is a serial entrepreneur, business expert and venture capitalist. He currently splits time between Los Angeles and Chicago, and has been featured on FOX, NBC, WGN, and CBS. Notably, he was featured in Crain’s Business 40 Under 40 for one of his early companies at the age of 27.
More recently, John sold an insurance business that he started from his kitchen table to a large private equity backed player. This put him in a position to retire at the age of 42. A few months later, he unretired, changed professional direction, and started Glencrest Global. Glencrest Global has quickly earned a name for itself as one of the premier early-stage venture capital firms in the United States and is currently in more than 30 deals.
During this time, John has become business partners with some high profile founders, including: Aaron Rodgers, Kevin Garnett, Ashley Greene, and Jaleel White. Additionally, he is part of some very recognizable acquisitions and developments including apartment complexes in Los Angeles and Minneapolis, as well as The Vea Hotel (formerly the Newport Beach Marriott).
John will also be releasing his second book “2000 Percent Raise” which gives readers guidance on leaving their employers to go into business for themselves. He is very active on social media as a business influencer as well, @JohnCerasani.
Website: https://glencrestglobal.com
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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.
Website: masterpassiveincome.com
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Rafael is a Real Estate Coach and an Organizational Psychologist. He owns a traditional brokerage and a wholesaling and fix and flip business. Other companies include verticals in education, software, and an Organizational Psychology practice focused on business coaching & consulting. He has profitably invested in real estate since 2009, doing everything from fix and flip, creative financing, and wholesaling, yielding him millions of dollars in profits to date.
Rafael is now passionate about using his investment knowledge, entrepreneurial experience, and background in business psychology to help other entrepreneurs succeed through his wholesaling coaching programs. He teaches his students how to find, negotiate, and close real estate deals while building a successful and sustainable business in the process.
Youtube
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Phillip Jones is the Founder of the Tar River Community Development Corporation, a non-profit organization based out of Rocky Mount, NC. The Non-Profit's mission is to build and establish a safe, prosperous, futuristic, and healthy ecosystem in Edgecombe County and Nash County through efficient education, access to health and wellness resources, sustainable real estate development, and the establishment of new activities. Thus, increasing the quality of life for the local residents, with a focus on residents in underserved communities. Tar River Community is hosting an inaugural Real Estate Conference on Nov 19 - 20! Get your tickets now: https://www.trcdc.org
realestate #nonprofit #investing #businesspodcast #NorthCarolina SQUADCAST Episode 1
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Born in Cambodia and raised in the USA, Veasna received his bachelor’s degree in Business Administration and has experience including retail management, banking and real estate investments. In 2013, He established Naki Group in Cambodia, a diversified company providing real estate solutions across commercial development, asset management, property management and investments.
Website: https://www.nakitokens.com
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Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on how to save money and how to make money. As a result of Anderson’s tax work with tens of thousands of successful investors including preparing over 100,000 investor tax returns, Toby has pieced together their methods to building wealth and now educates on the surprisingly simple processes.
Toby Mathis has helped Anderson grow its practice from one of business and estate planning to include a thriving tax practice and registered agent service with tens of thousands of clients nationwide.
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Pacesetter and innovator are two words that perfectly describe Justin Sloan. Justin is a business-oriented and highly driven entrepreneur who is passionate about investment and asset management. Justin ventured into the world of business at the age of 20 when he took every penny in his bank account and started his first cell phone retail store with himself as the only employee. After months of working every day open to close, the business was able to hire the first employee and eventually grow into a large chain. #business #passiveincome
Website: https://www.sloan-capital.com/about-us
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As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.
Website: https://www.wrpwealth.com
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Miya A. Bryant, a native of Rocky Mount, NC, is a graduate of Winston-Salem State University and North Carolina Central University School of Law. She is part of a small contingent of attorneys nationwide who have passed the bar exam for two different states in the same year – on the very first try. Attorney Miya A. Bryant is licensed to practice law in both North Carolina and Georgia.
Website: https://www.bryantlawofficesnc.com
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Robert Overweg is the founder of the Adaptable Mindset program. He and his team empower people to develop their own Adaptable Mindset, to develop mental flexibility. Learn how to create mental space and to find new possibilities.
In our rapidly changing world we keep feeling the impact of unpredictable events to which we have to adapt. Robert teaches how adaptability is about empowerment and finding new perspectives.
The Adaptable Mindset program has been applied at several Fortune 500 companies (Chanel, Heineken), multiple SMEs and innovative schools. They have also supported over a thousand students and solopreneurs with their online program. #mindset #mentalflexibility #entrepreneur
Website: https://www.adaptablemindset.com
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Drew Glover is a Founding Partner of Fiat Growth and General Partner at Fiat Ventures. He is no stranger to the world of growth, technology, and marketing. From his time at Steady where he led marketplace development and growth to Namely, Fjord, and Portal A, he navigated the ins and outs of Go-to-Market strategies and user acquisition. #FinTech #VentureCapital #Marketing #Growth
Website: https://www.fiat.vc
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Alejandro Szita is a California & Florida mortgage broker. A real estate and mortgage professional since 2005, he has seen the world of real estate finance from all angles—commercial, residential and capital raising. He has a background not only in real estate and finance, but also in infomercials and creating a million-dollar retail enterprise through the Home Shopping Network.
Alejandro is the co-owner of a boutique mortgage brokerage that specializes in servicing self-employed borrowers such as artists and small business owners. A lifelong student of economics, he provides his clients with practical advice about money and fi nance on a routine basis. In his upcoming book “Money—What It Is, How It Works, And How You Can Use It to Create Wealth and Prosperity for Yourself and Your Community,” Alejandro teaches the fundamentals of wealth building and answers questions such as “what is money” and “what is value.” #mortgage #money #business
Website: https://prosperity-lending.com
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Jordyn Weaver is a serial entrepreneur and the Founder and CEO of ForefrontATL - The new destination social app to discover, shop, & get paid to support Black brands. #BlackBusiness
Website: https://www.theforefrontatl.com
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Culin Tate is a serial entrepreneur, owner and host of eight Airbnb properties, Airbnb ambassador, short-term rental coach, author of Host Coach, and speaker. His mission is to share his experience, knowledge of specific tools and software, and the systems he has created to harness the unique opportunity of short-term rental investing so that others can enjoy a life of financial freedom to live their why.
Website: https://www.hostcoach.co
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Joe DiSanto is the founder of Play Louder.
Joe managed to climb his way back from -$70K in debt at 25 years old, bought his first house at 30, and started a post-production company in Los Angeles. Over the next decade, the company grew to 30+ employees with over 5 million in annual revenue. During this time, he and his wife also transacted on 15 residential and commercial real estate properties.
He knows that many people get overwhelmed when it comes to their finances; many simply don’t have the time and energy to give enough attention to their business or personal finances, which means they’re likely losing out on unknown thousands of dollars and possibly years of their retirement.
Joe uses his personal experience and passion for numbers to help others with their personal and business finances so they can more quickly reach their goals. He also wants to share his strategies in real estate and other investments, and guide people to save more money, build equity, and amass their nest egg.
Website: https://www.playlouder.com
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Tammy Trenta is the founder and CEO of Family Financial. She empowers families and business owners to keep more of what they earn, preserving and growing their wealth. She takes a holistic, 360 approach to wealth and financial management, integrating financial, tax, and legal guidance.
Website: https://familyfinancial.biz
FAMILY FINANCIAL: HOW TO REDUCE TAXES AND PRESERVE WEALTH FT TAMMY TRENTA
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Craig Cecilio is the CEO and Founder of DiversyFund. Craig's mission is to break down the barriers that keep most Americans from investing like the privileged, well-connected, and wealthiest 1% in our country. Craig believes the American Dream should be available to everyone, regardless of socio-economic status. That's why he founded DiversyFund in 2016. With DiversyFund's wealthtech platform, Craig combines the power of crowdfunding with cutting-edge technology.
Website: https://diversyfund.com
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Rick West is the CEO and Co-Founder of Field Agent, a global Work-On-Demand Platform.
Prior to starting Field Agent, Rick worked 16 years with Procter & Gamble in various assignments in the United States, Hong Kong and Bangkok. Since leaving P&G, he has been a start-up Entrepreneur for 19 years.
Rick has co-founded multiple start-ups, including the Northstar Partnering Group, CORE4 Research, JOYN, and most recently Field Agent. He is a mentor and speaker within the entrepreneurial community and an active board member. He is also a member of the global Endeavor Entrepreneur network. Rick is an 8 wing 7 and has a BBA in Personnel and Industrial Relations with a minor in Economics from the University of Kentucky.
Website: https://www.fieldagent.net
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CC Lagator is one of the founders of Options AI, a new brokerage that makes options spreads enjoyable and straightforward with an easy-to-use visual platform.
CC is a former options market-maker and a long-time options educator whose content can be seen on Learn Options AI.
Website: https://www.optionsai.com
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Fred Joyal is an entrepreneur, speaker, business advisor, and #1 Amazon Bestselling author. He co-founded the most successful dentist referral service in the country, 1-800-DENTIST, which, in his 30 years as CEO, generated over $1 billion in revenue. Along with this achievement, he has also been awarded the Conrad Hilton Distinguished Entrepreneur Award by Loyola Marymount University. He has written two bestselling books for his industry, and also written and appeared in over 200 television and radio commercials.
Fred Started started as an extremely shy person, too timid even to make a phone call, and transformed himself into someone who has done stand-up and improv comedy, spoken to audiences of 5,000 or more, met dozens of celebrities, and, just by being bold, found love, joy, passion, and success.
Website: https://fredjoyal.com
Riggs Eckelberry, the founder and CEO of the innovative water technology company, OriginClear. OriginClear has developed and licensed a decentralized system that treats industrial and agricultural waste water worldwide with very little energy and no chemicals. It also allows industrial users to treat their water right where they use it, putting control back in the hands of the consumers.
Riggs’ radical solution offers local, on-site water treatments paid by the gallon. He calls this innovative, subscription-based service Water On Demand™, a FinTech for Clean Water™, that is improving water conditions in the world.
Tony Bradshaw is the Founder of the Millionaire Choice.
He is on a mission to battle poverty by providing financial hope, education, and inspiration. Tony grew up in a lower-income neighborhood in Nashville and in his early 20's, he realized he was mismanaging his money and knew something needed to change.
After learning how to handle money at age 25, Tony made his millionaire choice and created his millionaire plan. He accomplished his goal of becoming a millionaire by age 40. Now, he's helping everyone he can to create their own millionaire plan. Tony has 15 years of financial experience by running C-Suite, online business development and strategy for Dave Ramsey, and branched off in order to show people the value of diversity within your investment portfolio, including: crypto, precious metals and hard assets.
Website: https://www.themillionairechoice.com
Jeremy Ryan Slate is an entrepreneur, media expert, author and CEO and founder of Command Your Brand.
After his own podcast success, he was named a top influencer by Forbes and Top Millennial Influencer by BuzzFeed. Jeremy then conceptualized his first podcast public relations agency that quickly scaled over six figures of revenue but resulted in Jeremy and his former partner dissolving their partnership and company after only 9 months. He re-formed as Command Your Brand, with his wife Brielle as the co-founder. Since its inception, Command Your Brand has booked clients on thousands of podcasts, closing in on seven figures in revenue with a team just over 10.
He is the author of the soon to be released book, Unremarkable to Extraordinary, which details life lessons from the former CIA Director, Super Bowl Champions, Hall of Fame Athletes and even a four-time Indianapolis 500 winner.
Website: https://commandyourbrand.com
Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor and a nationally recognized financial expert featured in Forbes, Yahoo Finance, Fox, Chicago Weekly News, New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry’s mission in life is to help create millions of financially educated and solvent families achieving greater financial freedom and sharing the truth about money with those around them.
Jerry went from being a pizza delivery man to owning a multi-million dollar firm by 29 years old!
Website: https://wealthdynamx.com
Penelope Jane Smith is the premier financial freedom mentor for women entrepreneurs and the go-to expert for some of the biggest names in the conscious business industry. After losing her multi-million dollar real estate empire in the 2008 crash, Penelope became more passionate than ever about providing other women entrepreneurs with the financial education they never received in school so they could avoid the painful mistakes she’d made.
Together with her team at Real Prosperity, Inc., she helps women entrepreneurs get a handle on their money, figure out exactly what it’ll take for them to be financially free, and chart a course to get there. She aims to inspire and support them to live life on their own terms and to make choices from a place of freedom and joy, instead of debt, obligation, and fear.
Website: https://realprosperityinc.com
The Philanthroinvestor Phenomenon was born after Ivan Anz, Founder and Inc. 500 Entrepreneur dreamt of creating companies that are not owner-dependent, so they can better serve the society at large.
He managed to develop his companies and make them grow by hiring talented CEOs.
Ivan played a key role in directing CEOs to ensure the growth of his companies. In this process our he became involved in speculative investments and transitioned from guiding great companies to trading on a computer.
During this transition, he dreamt of becoming a “great investor”. However, he became distracted and not only endured many unexpected losses while losing nearly all of his personal capital.
Website: https://philanthroinvestors.com
Anthony Delauney, Certified Financial Planner™ practitioner, has made it his mission to help families make sense of and manage every aspect of their financial lives. Originally taken from the world of fitness, the “Owning the Dash” philosophy means taking advantage of every opportunity to make smart decisions now to ensure a happy and healthy future. Through his books and advice, Anthony is applying this outlook to personal finance for all ages.
With something for every age and stage of life, the “Owning the Dash” books are the entire family’s key to a happy financial future. The original Owning the Dash: Applying the Mindset of a Fitness Master to the Art of Family Financial Planning can help anyone manage cash flow, knock out debt, invest with confidence, and save for the future. His “Owning the Dash Kid’s Books” starting with the first in the series, Dash and Nikki and the Jellybean Game, imparts the basics of financial literacy in a fun rhyming format that is easy to read and understand, using interactive games as a tool to understand big ideas.
Website: owningthedash.com
Jim Pakulis is the Director, CEO, and Chairman of Boosh Plant-Based Brands Inc. that provides a healthy, non-GMO alternative to comfort foods. Jim has over three decades of experience working with public and private entrepreneurial companies in a variety of emerging sectors and has developed a unique eye for identifying small emerging publicly traded companies and quickly scaling them. He has taken ventures from zero to $16 million in two years and now he is leading the forefront of the trillion- dollar shift from animal-based protein to plant-based protein. He is passionate about being in the plant- based sector because simultaneously it helps individuals eat healthier foods, decreases the butchering of the animal kingdom, helps the planet by re-structuring farming resources for sustainable purposes and helps to preserve the depleting water sources. In Jim’s spare time he co-founded an animal rescue non-profit where he has helped save over 1,000 animals from being euthanized.
Website: https://www.booshfood.com
David Garofalo is the premiere name in the mining and precious metal industry. David has 30 years of experience in the creation and growth of over 15 multi-billion dollar sustainable mining businesses across multiple continents, and has led the largest merger in gold mining history valued at $32 billion dollars. Now, David serves as Chief Executive Officer, President and Chairman of the board of directors of the Gold Royalty Corp.
Johnathan More is the Chairman of Starr Peak Mining Ltd., which is focused on mining discoveries and finding new places to drill. The company currently has a $100M valuation and has raised over $9 million in just over a year.
Johnathan has over 25 years of experience in North American and European capital markets, focused on the natural resource industry. He has a history of achievement from his years with Canaccord Capital. In August 2008, he retired from Canaccord Capital as an investment advisor to apply his experience and contacts to the public company sector. He has successfully assembled multiple world-class companies strengthened by strong management teams and multiple discoveries.
Antoine Campbell is an African American entrepreneur, real estate investor, and business consultant. He is the founder of four virtual businesses: Antoine Campbell Enterprise, Antoine Campbell University, ProspectVault IO and Ecomm Plug that he runs remotely from Maryland along with operating a real estate business.
Antoine is a renowned professional business consultant and coach that assists his clients in growing their business, boosting their brand recognition, and increasing their ROI.
Website: https://www.ceo929.com/antoine-campbell-enterprise--home
Galen M. Hair, Owner of Insurance Claim HQ, is a property-casualty insurance attorney operating in more than seven states: Alabama, Louisiana, Texas, Atlanta, Georgia, Florida and Mississippi. Through property-casualty insurance Claims, Galen and his team have helped over 800 families rebulld their homes and businesses. They have dedicated their practice to fighting for the rights of policyholders when they experience a loss due to fire, flood, hurricane or from the insurance company not keeping their word.
Brandon Kleinman is the Founder and CEO of Time Capsule. Time Capsule's number one priority is helping your family stories live on for generations. They focus on customer care, ensuring that your loved ones won’t get shy or stuck while sharing their stories, and the thing that makes everyone special survives for generations.
Website: https://trytimecapsule.com
Lazaro Vento is the Managing Director of Happy Travels Miami, one of the most profitable Airbnb empires in business.
Lazaro turned a $1,500 investment into a business that is currently netting $1M Per month on AirBnb without owning any property. The business currently manages over 100 units.
Mariusz Skonieczny is a professional investor and the founder of Classic Value Investors, MicroCap Explosions and creator of Value Investing University. Mariusz graduated from Indiana University in 2003 with a finance degree. From 2003 to 2008, he was in the residential and commercial real estate industry as an appraiser and broker. During the 2008/2009 financial crisis, he made the courageous decision to leave the industry and start Classic Value Investors. He has been investing in the stock market since 2008, starting with only $10,000, 10 years later he reached $1.1 million. By March of 2021, his accounts reached over $4 million! He is also the author of 11 books on investing. Youtube
Slater Victoroff is the Founder and CTO of Indico, an enterprise AI solution for unstructured content that emphasizes document understanding.
Slater has been building machine learning solutions for startups, governments, and Fortune 100 companies for the past seven years and is a frequent speaker at AI conferences.
Indico’s framework requires 1000x less data than traditional machine learning techniques, and they regularly beat the likes of AWS, Google, Microsoft, and IBM in head-to-head bake-offs.
Indico recently announced a $22 million Series B raise.
Website: https://indicodata.ai/why-indico/
Lawrence Sprung is the Founder and Wealth Advisor at Mitlin Financial Inc™. His goal is to break down complex financial topics into easy-to-understand concepts for an audience. Lawrence currently sits on the National Board and finance committee for the American Foundation for Suicide Prevention and serves on the Experian Credit Chat panel. He has been on CNBC and speaking about parenting, financial planning and business structure.
Website: www.mitlinfinancial.com
Lewis Schiff is the Chairman of Birthing of Giants Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the executive director of Moonshots & Moneymakers: The Oxford Innovation Conference for American Entrepreneurs
Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealth-creating behaviors and attitudes for the new economy (Harper Collins 2013) and features in-depth profiles of ofentrepreneurial greats such Richard Branson and Steve Jobs. His other books are The Armchair Millionaire, The Middle-Class Millionaire and The First Habit.
After selling 2 businesses (Armchair Millionaire and MainStreet.com) to publicly-traded companies, Lewis founded Inc. Magazine’s Business Owners Council in 2010, a membership organization for Inc.5000 honorees. Presenters included: Former U.S. Treasury Secretary, Hank Paulson, Howard Schultz of Starbucks, John Mackey of Whole Foods, Danny Meyer of Shake Shack, Kip Tindell of The Container Store, Deepak Chopra, and others.
Eric Branner is a Seattle-based guitarist, teacher, author, songwriter, and owner of the Blackforrest Music School. He is also the CEO/co-founder of Fons.com, a mobile/web-based platform that streamlines payment and scheduling for appointment-based business.
14 Day Free Trial Link To Try Fons: https://fons.com/?ref=morgandoughtie&utm_source=champion
Bryan Clayton is the CEO and Co-Founder of GreenPal an online marketplace that connects homeowners with local lawn care professionals. GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine and has over 100,000 active users completing thousands of transactions per day. Before starting GreenPal Bryan Clayton founded Peachtree Inc. which had a $10 million annual revenue before it was acquired by Lusa holdings in 2013.
website: www.yourgreenpal.com
Yaro is an investor, digital nomad, 6 times author, and co-founder of InboxDone.com, a revolutionary email management company with a team of 25 serving a multitude of clients in almost every business sector.
Generating $2 million dollars in digital sales, Yaro is a true pioneer of blogging and has 25+ angel investments in tech startups. He has property investments in Canada and Ukraine, and in partnership built a 3.6MW solar farm in Lviv. Author of the blog profits blueprint and host of the successful podcast Vested Capital.
Website: inboxdone.com
April Crossley is the Founder and CEO of Lazy Girl REI and Crossley Property Group. April is a full time real estate investor in Berks County, PA who is passionate about helping others rise and grow wealth with real estate. April was a young month at the age of 16 and has overcome adversity and lack of financial education to live a life of financial freedom as her own boss. She began investing in 2004 when she started flipping houses as a side gig while working in healthcare full time. April is passionate about financially educating others and helping others rise to grow wealth. She firmly believes the more people that grow wealth, the more lives we can change and therefore leave a greater positive impact on the world. Website: www.lazygirlrei.com Youtube: https://www.youtube.com/hashtag/lazygirlrei
Johnny Wolff is the CEO and Founder of HomeRoom Coliving – one of the fastest-growing coliving companies in the United States. After starting his career as a financial analyst in Silicon Valley (EA, SanDisk, Guidespark), he relocated to Austin, Texas to pursue real estate investing fulltime. His love for real estate investing and living with roommates motivated him to start HomeRoom in 2017, after an unusually terrible Craigslist roommate experience. In 2020, HomeRoom boasted 99% on-time rent payments, full occupancy, and zero evictions. Sales velocity for HomeRoom is up 300% in 2021 with hundreds of happy residents across 23 cities in 3 states. Powered by investor funds, HomeRoom recently expanded to Dallas and Austin, Texas. Johnny still lives in one of HomeRoom’s first coliving houses in Kansas City, and enjoys hanging out and surviving the pandemic with his awesome roommates especially on chicken wing Thursdays. Website: livehomeroom.com
Dr. Kizzy Parks, PhD is the Founder and CEO of GovCon Winners and KCP (K. Parks Consulting). Dr. Kizzy has secured over $50 Million in federal government contract awards. She is also the Host of The AdultFluent Podcast and a Guinness world record title holder. In this episode, Dr. Kizzy teaches us what a Government Contract is and how a beginner can secure their own government contracts. We also talk about the benefits of having multiple streams of income as well as her incredible NFT collection.
Twitter: Dr. Kizzy Parks, PhD
Website: www.kpcinc.com and www.govconwinners.com
Lorenzo Herman is a licensed Financial Advisor based out of Memphis, TN. He is also the Founder of 'Triumfit', a health and wellness organization. Lorenzo has worked in the financial service industry from the LA to Memphis, earning a vast knowledge of all things finance. In this episode, we discuss his journey as a financial advisor and entrepreneurship. We also discuss some of his initiatives that he plans to implement to rebuild his city.
Facebook: Lorenzo Herman
Kate Waltman, CPA is the Founder and CEO of TaxeswithKate.com.
Kate is an incredibly passionate collector in the NFT space just like you, and an investor in cryptocurrency. This work combines her love for the crypto/NFT space and her professional skillset. Kate is an accomplished CPA with a breadth of global experience, including former Big 4 tax, and senior roles in both audit and accounting. Kate has worked with clients across the globe and enjoys international travel immensely.
For the NFT collectors: her first NFT purchase was from the Women and Weapons project. Kate is an enthusiast for women-lead NFT projects.
Additional passion projects: Kate is is a founding partner of Optimal Nutrients, Inc., and the co-founder of the Family First Fitness Foundation, Inc., a registered 501(c)3 public charity. She is a 2019 Forty Under 40 award recipient (Central New York Business Journal), and recipient of Community Impact (City Mission of Schenectady) and Economic Champion (Centerstate CEO) awards for her community work dedicated to health inequity.
In this episode we discuss Kate's journey into entrepreneurship and digital asset investments.
Twitter: @kpwaltman
Shane Walker is the Co-Founder and Executive VP of Qube Money.
Qube Money is the #1 new budgeting app on a mission to digitize cash envelopes!
For the last 15 years, Shane has been engaged in Entrepreneurial ventures focused on making a positive impact in the world around him. His mission is to restore individual freedom through understanding and living truth.
In this episode we discuss the origin of Qube Money and Shane's entrepreneurial journey.
If you want to learn more about Qube Money and how it works, click the link below!
Website: Qube Money
Chris Odegard is the founder of TheProlificInvestor.net, the highest-rated and most-reviewed Alternative Investment Blog. Through his articles and videos, Chris challenges the Conventional Wisdom that stocks, bonds, mutual funds, and ETFs through 401Ks and IRAs are the way to retirement and financial freedom. Instead, Chris created the Hierarchy of Investors to show the overwhelming advantages of Alternative Investments over Conventional Investments, all of which Chris explains in his book, Get off Your A$$ and Manage Your Money: Why You Need Alternative Investments.
Book Link: Get off Your A$$ and Manage Your Money: Why You Need Alternative Investments
Before you sink a single dollar into the stock market, read “Rumpelstilt- skin’s Rules for Making Your Farthings Grow” by Susan Laubach. It’s an enjoyable, painless, and profitable introduction to the world of investing.
For fifteen years, Susan Laubach worked in the investment business as a stockbroker, a branch office manager and broker trainer. In 2006, after completing her Ph.D. at University of Virginia, Susan returned to her original career in theatre.
Purchase the book here: www.susanlaubach.com
Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. Jonathan provides keynotes and workshops at conferences and associations. His team works with businesses to build transparent retirement plans for businesses and financial education programs for employees.
Rich Sharpe is the Founder and CEO of 850 approved credit repair, RichSquare Logistics, RichSquare Estates, & Rich Square Capital. In this episode we discuss his journey as an entrepreneur and obtaining financial freedom through ownership and equity. We also talk about the challenges that come with owning multiple businesses at once.
Facebook Group: Rich Millennials
Kylon Gienger has founded and led multiple businesses in the construction, food service, fitness, real estate and online education industries since 2012 with three successful exits. He is also the founder and host of a popular business and education podcast, Successful Dropout, which was featured in BuzzFeed (as the #15 most recommended podcast of 2018) and the Huffington Post.
Howie Zales is an Emmy Award winning Camera Operator who turned his passion for television broadcasting into several entrepreneurial endeavors. Howie created HJZ Productions, Inc in 2000 to address the need for professional level sports crewing/staffing in the New York market. Under his leadership, HJZ Productions grew to a multi-million dollar nationwide provider of top talent in the broadcasting field. In 2019, Howie and his team founded Viridity Entertainment Services, Inc. (VES) which initially focused on staffing in non-union markets.
Viktor is a fix and flipper out of Gainesville Florida. He did 20 flips last year and his goal is 30 flips for this year (2021). His best flip was a $64k net profit deal that he ironically almost backed out of. He flips all type of properties including single family residences, townhomes, condos, and mobile homes.
Alexis Manley is a Model, Networker, and Influencer. In this interview we talk about her journey as a model, leaving her 9-5, manifestation, and the importance of networking.
She also talks about some of her encounters in the music industry.
You don't want to miss this episode!
IG: @_thealexismanley
Kobe Beatty is the CEO of The Dream Team Financial Services. Kobe is a young and hungry entrepreneur from Ogden, Utah. In this episode we talk about his move from Utah to Arizona, starting his own financial services business, and his ambitious vision for his future. This episode will definitely motivate you to keep working hard.
Matthew is the CEO and Founder of QuantmRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity without taking on more debt.
QuantmRE is a real estate finance platform that originates and funds Home Equity Agreements. This new financial tool enables qualifying homeowners to get a cash lump sum from their home equity with no monthly payments, no interest and no added debt.
Website: quantmre.com
Christopher Hamze is the Founder and CEO of TeeLaunch, a company that uses technology to connect your e-commerce shop to factories all over the world. He has been searching for print on demand his entire life, he just didn’t know it. His early entrepreneurial efforts started with a candy shop at the age of 8 to then helping grow the family pizza business through his teens. Even after pursuing an MBA and law degree, Christopher always knew something was missing. He knew he had the entrepreneurial spirit but he just didn’t know what to do with it.
That’s when he discovered print on demand. After 8 years and over 4 million items fulfilled, he still spends every day doing what he loves - helping people start and grow businesses with print on demand. From running the equipment and designing workflow solutions, Christopher does it all.
Print-on-Demand services let you sell custom printed t-shirts, mugs, phone covers, yoga mats, and much more without having to keep any stock at all. The service fulfills and ships all the orders. All you have to do is upload your custom designs and make a sale.
Teelaunch is the first thing he thinks about every morning when he wakes up and it’s the last thing he thinks about before going to sleep. If you need help running your print on demand based business, get in touch with Christopher today!
Dan Haberkost is the CEO of Front Range Land. At the age of 25, Dan Haberkost has managed to build an impressive real estate business & portfolio that allows him the freedom to live & work where he wants while spending a tremendous amount of time in the mountains and on the beach.
Ian McClue is a content creator, NFT Investor, and the founder of the Nft Art Fund. Ian is a pioneer that created a platform with the sole purpose of empowering artists through ownership. The Nft Art Fund educates artists on how to create, publish, and sale their art.
In this episode we talk about classic NFT projects like CryptoPunks and Beeple. We also discuss up and coming NFT projects like HashMasks.
If you are interested in learning about NFTs and their value, this is the perfect episode for you.
Instagram: @nftartfund
Oz Konar is a passionate entrepreneur and multiple seven figure business owner whose mission is to help people design and build their dream businesses. His mission is to revolutionize the Alternative Lending Industry, one Business Loan Broker at a time. His training program, Business Lending Blueprint, has been the most comprehensive success guide focusing on leverage, low risk, high reward, and speed. Oz’s program has become a symbol of great principles: a solid foundation following an ethical and consultative process to train others how to become profitable in a short amount of time.
Mercedes Cruz is the Creative Director at Agents of Change Inc, an independent marketing broker for financial services. She has 5+ years of experience in this industry. In this episode, we discuss her journey as an entrepreneur, the importance of Living Benefits life insurance, creating meaningful relationships, and helping clients. We also discuss self-love, self-care, and creating boundaries.
Elijah Tyson is the Founder and CEO of The Grind Tribe. The Grind Tribe is an inclusive online fitness and mental health community. Elijah is a transformation coach that helps Black and Brown Businessmen and Entrepreneurs get in shape, have more energy, and stress less.
In this episode we discuss how to align your focus, create boundaries, and maintain masculine energy.
Website: www.thegrindtribe.com
TJ Walker is a Rocky Mount City Councilmen, community leader, Non-Profit Organization founder, Pastor, and more. He has a B.S. in Psychology from The North Carolina Central University. He currently serves as an assistant pastor at Ebenezer Baptist Church and as a Community Engagement Coordinator in Rocky Mount, NC. He is also an active member of the Omega Psi Phi Fraternity, Incorporated and newly elected city councilman of Ward 4 in Rocky Mount, NC. TJ gives God all the glory, honor, and praise for using his life for service. Check out this episode now.
Mark Rockwell works with business owners who are frustrated by their inability to scale up and become more profitable. He helps them create their vision, and implement an operating platform that builds a healthy, thriving company.
Mark is both an attorney and entrepreneur. He has started and grown several companies during his career, and he has struggled with the same frustrations and setbacks all business owners experience.
Martin Saenz is the Co-Founder and managing partner of Bequest Funds. Martin Co-founded Bequest Funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Bequest Funds provides consistent income to accredited investors.
Martin Saenz is also the author of five books on investing, cashflow, and more.
Check out this episode to learn more about note investing.
In this episode we talk to the Head of Marketing, Dr. Nisheta Sachdev to learn more about the functionality and innovation of Soku Swap.
Soku Swap is a fully decentralized cryptocurrency exchange that uses a relatively new type of trading model called an automated liquidity protocol. Soku Swap operates on both the Ethereum Network as well as the Binance Smart Chain.
One of the biggest problems with cryptocurrency is that it's hard to grasp for most new users. Soku Swap understands that, and they're making great effort to help. They have educational programs where users can get paid in SOKU to learn, by watching videos and reading articles.
Website: www.sokuswap.org
Don Vo is the founder and CEO of VBIT Technologies and VBIT Mining. VBit Mining is the global industry leader in turn-key crypto mining solutions that enable everyday people to earn a steady bitcoin stream in the crypto world.
Bitcoin mining is done by specialized computers. The role of miners is to secure the network and to process every Bitcoin transaction. Miners achieve this by solving a computational problem which allows them to chain together blocks of transactions (Bitcoin’s famous “blockchain”). For participating in this service, miners are rewarded with newly-created Bitcoins and transaction fees.
Want to learn more about bitcoin mining? Check out their website: www.vbitmining.com
Brandon Mykal is the Co-Owner of Culture Ave and The Carpet Kings. One business is a clothing brand and the other business provides residential and commercial carpet cleaning services. Check out this episode to learn more about Brandon's journey as an entrepreneur.
IG: Brandon Mykal
Madison Kopta is the Founder and CEO of MK Virtual Business Solutions. Her business helps moms make $5k a month from home without sacrificing time with their kids.
Tripp and Betsy Sauls are the CO-Founders of Around The Table, a custom dessert shop located in Nashville, NC. Tripp is a chef by trade with a culinary degree and 10 years of restaurant experience. Betsy is a self taught home baker who baked a cake 3 years ago and never stopped. Check out this episode to learn more about their journey.
Quay Mann is the Founder and CEO of OCA Maintenance and the CEO of Cooper and Associates Real Estate Inc. Quay is a passionate business leader, hard worker, and team player. He graduated from Duke University with a degree in Psychology with a background in account management and business development. Check out more of Quay's story now!
Homayoon Ershadi is the Founder and CEO of Jabin Beverage Co. Jabin Beverage Co. manufactures an all-natural organic apple cider vinegar based beverage that balances great taste with incredible health benefits. They are based out of Cary, North Carolina.
Order your Jabin today! https://jabinbev.co
Dashawn Taylor founded Brxke Apparel October 2015. The meaning of BRXKE is to never be broken mentally, physically, or emotionally. In this podcast we discuss the creation and release of his first designer shoe. Check out more of his designs on his website: www.brxkeapparel.com
Nigel Lindsey is the Founder and CEO of Revolution By The Barrel, a cocktail crafting extraordinaire. Nigel owns a successful mobil bartending company that serves private corporate parties, festivals, weddings, and more. His company has partnered with Pop Funko, T-Mobile, and Amazon to name a few. The company also offers ToGo Kits to enjoy special crafted cocktails at home. Check out more at: https://www.revolutionbythebarrel.com
Season 3 Finale Henry Kaminski founded Unique Designz 13 years ago. It's a full-service design, branding, and digital marketing agency that is dedicated to helping personality brands; coaches, consultants, influencers, speakers + authors design / grow their brands, scale their profits + increase their exposure online.
Jonathon Hensley is CEO of Emerge Interactive, where he works with clients to transform business strategies, user needs and new technologies into valuable products and experiences.
An accomplished writer and speaker, Jonathon has lectured on topics such as the connected consumer’s impact on business, creating value through data-driven experiences, and user-centric approaches to innovation. In 2012 he was recognized in the Portland Business Journal’s “40 under 40” as one of Portland’s emerging professional and community leaders.
Under Jonathon’s stewardship Emerge Interactive has committed to a simple philosophy: The relationship between Emerge and its clients should exist to create real and lasting value. To change the conversation. To move people to action. To inspire and motivate a team to focus on what matters.
Josh Little is a serial entrepreneur in the tech industry. His latest company is Volley, a video communication tool that improves efficiency and effectiveness of any company. Volley aims to solve the problems caused by the recent Covid pandemic. Check out their website at Volleyapp.com.
A sustainability thought-leader, marketing and networking tour-de-force, Diana is resourceful, insight-driven, and loaded with can-do energy. 15+ Years into her journey, she deeply understands the importance of gaining team alignment, distilling marketing research into actionable insights, and brand-driven copywriting to build and grow brands.
Veronica Sagastume teaches accounting, bookkeeping & tax business owners how to create and repurpose content to have massive visibility online, attract and convert the right audience to grow their business, and do so with ease. She helps businesses throw-out feelings of frustration, overwhelm, and confusion. She shares her system to lengthen the life of the content you create to give businesses maximum impact to earn more by doing less
Adara Spruill is the owner of Simply Adarable Suites in Killeen, TX. Adara specializes in natural hair care. In this episode she discusses her journey from doing hair in her home to owning her own salon and renting out suites to local stylists.
Delroy Gill is a luxury real estate agent with a proven track record of multimillion-dollar sales in Denver’s top neighborhoods. Delroy’s background in real estate marketing, lead generation tools, and website sales, means he is well-versed in the latest technologies and social media to get your home sold. He takes client service to the next level by leveraging the marketing firepower and resources of the world’s leading luxury real estate brand to attract savvy buyers and investors worldwide.
As a real estate guru, La Toya learned valuable information on how to minimize the process to reliable funding. La Toya has raised over $2 million dollars over the last 5 years for her businesses. In sharing her knowledge, she has built a reputation of being successful in business funding. She has helped businesses receive funding without the hassle and has a trusted following of providing clear and easy steps to funding through Educational seminars. Excel Capital Group will show you a fast easy way to accelerate the growth of your business. They will help you access multiple revolving credit limits of $5,000 - $100,000.
Davonne Reaves is one of the Co-Founders of Epiq Collective, a commercial real estate investing company. She is an award-winning hotel consultant, a hotel asset manager with over 14 years of experience in the lodging industry, and published author. In this episode, we discuss the journey to purchasing their $8.3 Million hotel in Oklahoma.
Paris Tyler is an award-winning PR and communications specialist with more than 13 years of industry experience, lending my expertise to some of the country's most recognized consumer brands and campaigns including got milk?, McDonald’s, ConAgra Foods, CIROC Vodka, Bad Boy Entertainment and Intel Security.
As the founder of Vibrant Communications, Paris is committed to helping businesses create dynamic narratives that speak to every consumer while impacting culture. From producing an epic launch event to securing coverage of a new partnership, she helps clients take risks through big ideas that will push the envelope and garner results.
Lance Graulich is the founder & CEO of ION Franchising, an industry leading franchise consulting and development group, that represents over 500 franchise brands & business opportunities within 90 categories. Lance helps prospective entrepreneurs find their perfect franchise for FREE. He also assists independent business owners in creating a franchise system.
Melissa Burkheimer works with influencers who are in business to make a difference in the lives of their customers. She gives them the freedom to focus on their zone of genius by producing results that garner an exponential return on investment and release them from tasks outside their sphere.
Jarod Spiewak is the founder and lead strategist of Blue Dog Media, a boutique, strategy-first, agency that helps exceptional businesses run sophisticated ROI-positive marketing campaigns to fuel long-term growth, without all the typical agency BS.
Evan is the founder and CEO of Vanader Growth. In this episode we talk about Business building, wealth building, and cryptocurrency. I hope you get some value out of it. Want to see more from Evan? Visit www.vanader.com
Jose Gomez is the Founder and CEO of Salsas El Don. Jose started his salsa business in his kitchen, now his products are sold in over 17 locations, including Whole Foods. If you want order his products visit his website: www.salsaseldon.com
Eboni Hunter is an Esthetician and Lash Educator. She is also the Founder and CEO of Exquisitely Minked. Check out her story! IG: ExquisitelyMinkedEsthetics
Dez Moore is the Co-Founder of Chill Fam, an artist management and clothing brand company. Chill Fam was founded in 2013 and was one of the first of its kind in Rocky Mount, NC. Dez Moore manages multiple artists and is in charge of brand marketing. Be sure to follow Chill Fam on instagram, twitter, and YouTube to see more from them.
Nicki Krawczyk is a copywriter with 15+ years of experience, writing for multi-billion-dollar companies, solopreneurs, and every size business in between. She also coaches people to become professional copywriters and build thriving careers of their own via her website, www.FilthyRichWriter.com, and her Comprehensive Copywriting Academy. For her, being "filthy rich" means having a job you love, being good at what you do, and making great money doing it.
Ashley Ahmadzai is a Speaker, Author, Online Course Creator, Workshop Facilitator & the creator of the Mediocre to Magical Academy! She is also a guest trainer for multiple high-level masterminds & contributing spiritual teacher for the certification program for Intuitive Practitioners. As an Intuitive Life Coach & Mindset Expert, Ashley has coached female entrepreneurs around the globe for over 7 years. Helping women confidently build a lifestyle, business and brand they are proud of!
Myoshia Boykin-Anderson truly represents the “American Dream.” As a native Houstonian and a proud graduate of Jack Yates Senior High School, Myoshia saw some of life’s most difficult times, but she didn’t let that stop her from striving for a better future. In November 1998, with no savings and no college degree, Myoshia got her first taste of entrepreneurship by starting her first company. She was able grow it to a multi-six figure operation before closing it in 2007. After taking the lessons learned from that experience, she launched her second company in January 2009. Myoshia is now the award-winning founder and CEO of one of the leading IT Consulting companies in the country, AndTech Solutions, LLC. Over the past 11 years, under Myoshia’s leadership, AndTech has grown into a multi seven-figure consulting firm providing custom application development and other technology services to some of the top U.S. companies and organizations. They’ve implemented health plans responsible for managing over 56 million members across 25 states and consulted with small businesses in creating custom application solutions to meet their technology challenges. What makes this even more impressive is that Myoshia has done this with grit and hard work as a self-made businesswoman with no formal higher education or college degree.
Brandi is a digital strategist, website developer, and founder of Alchemy+Aim and North Star Sites, companies that help entrepreneurs and business owners elevate their online presence, enhance their digital experience, and embrace their authentic online selves -- what she calls their fifth dimensionality, or the extension of their selves into the digital world. She is an advocate for using technology in ways that humanize, connect and serve people as well as for asking deeper philosophical questions and teaching others to think more broadly about impact when they create, particularly in STEAM fields.
Lisa Fabrega is a leadership coach who helps ambitious people expand their capacity to handle more growth, wealth, and success. For more than ten years, she has helped entrepreneurs, corporate executives, Academy Award nominees and Nobel prize organization candidates break through boundaries that have been holding them back from their next level.
Lane Kawaoka owns 7 Manufactured Home Parks and 21 apartment buildings, and one Assisted-Living Facility totalling 4,000+ units in 9 US Markets. He is also a Licensed Professional (PE) with a Masters degree in Civil Engineering with an emphasis in Construction Management and a Bachelors in Industrial Engineering both from the University of Washington. As an engineer Lane as managed over $230 million dollars of capital construction projects in both the public (City, State, Federal) and private sector.
Peter Harrigan is the CEO and Co-Founder of Grey Swan Digital. Grey Swan is a decentralized, global platform that will serve as the foundation for the Price Sharing Economy, by doing for the $500 Trillion derivatives industry what Apple did for the computer.
Veronica Parks is a Soul Healer, Wellness Coach, and founder of VP Exclusive. She teaches people to bio hack their mind and body to live healthier, happier lives. Using a holistic approach, VP Exclusive uses proprietary methodologies and proven systems to increase emotional wellbeing and dramatically improve people’s lives. Growing up on a small farm In Moldova, Veronica Parks has brought with her a culture of Health, Nutrition and Soul Healing. She has deep expertise in Integrative Nutrition, Neurolinguistic Programming, Timeline Therapy, Energy Healing and many other modalities using it to help people heal from the inside out.
Link to resources: “Living Green Smoothie” recipes- https://bit.ly/vpgreen “Ultimate Sleep System” course- https://bit.ly/vpsleep “Healthy Hacks” 8 week transformation course- https://bit.ly/vpimmune To register for “Abuse To Abundance” Free Healing workshop- www.vpexclusive.com IG www.instagram.com/parksveronica FB www.facebook.com/vpexclusive1 YouTube www.youtube.com/veronicaparks1
In this episode we sit down with Financial Fitness Coach, Tracey Bissett, to learn about the importance of a business plan and ensuring cash flow. Want to see more from WEInvested? Click here.
Brandon Thompson discusses his journey into the financial industry as well as the scope of the financial services he offers.
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In this episode we talk with Realtor Phillip Jones to learn more about real estate investing and wholesaling. Want to see more from WEInvested? Click here
In this episode we talk with Deja Lewis about the importance of great customer service, creating an online presence, and perfecting your craft. Check out DolledByDej.com to purchase your lashes!
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J'Wan Lewis is a personal trainer and the owner of Vision Performance. On this episode we learn about his entrepreneurship journey and his love for fitness. Want to see more from WEInvested? Click here
Wesley sits down with Carmen Richardson to talk about options trading and how to do it profitably. Want to see more from WEInvested? Click here
George "Millionaire" McCoy discusses his entrepreneurial journey, forex, and network marketing. Want to see more from WEINVESTED? www.weinvestedonline.com
Cherry Tung discusses business coaching and starting a business while having a 9 to 5. Learn how to turn your side hustle into your primary source of income. Want to learn more? Click here
In this episode we talk with business attorney, Mark Goodman. Mark tells us different ways to legally protect your business/brand through trademarks, patents, and copyrights. Hope you enjoy. If you want to learn more about WEInvested, click here!
Welcome to Season 3! This season is all about entrepreneurship. In this episode we sit down with retired pro basketball player, restaurant owner, and philanthropist Moe Deloach. Moe talks with us about his transition from basketball player to business man. Moe reached great levels of success overseas during his career and back home within his community. Want to see more from WEINVESTED? Click here
The Season 2 finale. Listen to Wesley and Jacob talk about the pros and cons of investing with a robot advisor. Action Tune in every Wednesday to The WEInvested Podcast. You can purchase WEInvested Apparel at https://weinvested-apparel.myshopify.com/ Follow our social Media: Instagram: @weinvested Facebook: WEInvested Twitter: @weinvested Youtube: WEInvestedTV
Listen to Wesley and Jacob talk about the importance of multiple sources of income.
Want to see more? Check out weinvestedonline.com Tune in every Wednesday to The WEInvested Podcast. You can purchase WEInvested Apparel at https://weinvested-apparel.myshopify.com/ Follow our social Media: Instagram: @weinvested Facebook: WEInvested Twitter: @weinvested Youtube: WEInvestedTV
Listen to Jake and Wesley talk about paying for college tuition.
Want to learn more? Check out weinvestedonline.com. Tune in every Wednesday to The WEInvested Podcast. You can purchase WEInvested Apparel at https://weinvested-apparel.myshopify.com/ Follow our social Media: Instagram: @weinvested Facebook: WEInvested Twitter: @weinvested Youtube: WEInvestedTV
Jacob and Wesley talk about different retirement accounts and how they work. Which retirement accounts work best for you? Want to learn more? Check out weinvestedonline.com. Tune in every Wednesday to The WEInvested Podcast. You can purchase your WEInvested Apparel at https://weinvested-apparel.myshopify.com/ Follow our social Media: Instagram: @weinvested Facebook: WEInvested Twitter: @weinvested Youtube: WEInvestedTV
Wesley and Jake talk about the recession and how to survive it.
Visit weinvestedonline.com. You can purchase WEInvested Apparel at https://weinvested-apparel.myshopify.com/
Follow our social Media:
Instagram: @weinvested
Facebook: WEInvested
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Jacob and Wesley talk Assets vs Liabilities.
Check out the website weinvestedonline.com You can purchase WEInvested Apparel at https://weinvested-apparel.myshopify.com/ Follow our Social Media: Instagram: @weinvested Facebook: WEInvested Twitter: @weinvested Youtube: WEInvestedTV
Welcome to Season 2! Wesley and Jacob talk about the effects of inflation and how to beat it.
Tune in every Wednesday to The WEInvested Podcast. You can purchase WEInvested Apparel at https://weinvested-apparel.myshopify.com/
Follow our social Media:
Instagram: @weinvested
Facebook: WEInvested
Twitter: @weinvested
Youtube: WEInvestedTV
Listen to Wesley and Jacob talk about investing in yourself and self improvement in the Season 1 finale.
Wesley and Jacob discuss the importance of investing. If you want to learn about stocks check out, "Stocks for Beginners in 30 Minutes or Less" available on Amazon!
Listen to Jacob and Wesley discuss the importance of a budget and how to create a budget.
Wesley & Jacob discuss the benefits of paying yourself first. Make a habit of paying yourself first. You deserve it!
Do you want to learn about stocks and learn how to invest? If so we got you covered. Head over to Amazon and purchase a copy of my new book Stocks for Beginners in 30 Minutes or Less. Only $2.99!!
Book Link: Stocks for Beginners in 30 Minutes or Less
Coming January 7th, 2020. Tune in every Wednesday to the WEInvested Podcast to learn how to save and manage your money!