Adapt Wealth

Not all that glitters is gold. Learn what the Adapt team learned while evaluating the Triple-Net-Lease Opportunity in North Carolina and why we ultimately passed on the project. Plus, get an update on Adapt Wealth's current and future projects.

With over 10,000 people turning 60 every single day, the beginnings of the "Silver Tsunami" is upon us. Over the next 8 years, the aging of the baby boomer population is to reach its apex. Right now, there is an increasing demand for senior assisted living housing and very little inventory, which represents a tremendous investment opportunity. Learn from health care professional and real estate syndicator Kris Toribio why this impending Tsunami represents a tremendous opportunity to build generational wealth.

We have many choices when it comes to investing, where to invest, and how to invest... the question is WHY invest. Sometimes we lose sight of this and the impetus behind investing.In this week's episode, we talk with professional real estate syndicator Kris Toribio who reminds us of the power of passively vs. actively investing.

Our host got surprised by a Big tax bill last week!Learn from his pain as Jason shares the importance of getting Estimated K1s on your investments so you can build your Tax Plan. In this episode, we also discuss Tax Loss Harvesting as a tool to lower your Tax exposure.

Senior Living Memory Care Investment Opportunity offered by Touzi Capital to Adapt Wealth. Projects like these are quickly snapped up by Institutional money and REITs for their predictable and consistent returns. Learn more about how you can get involved by clicking here https://adaptmywealth.com/senior-housing-opportunity/***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

There are many options when it comes to investing in real estate. Learn from CIO Kris Benson on 3 reasons he is bullish on Self Storage as the best investment option in the real estate asset class.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

One of the greatest asset classes to invest in is Real Estate... for a variety of reasons. Find out the 3 Reasons why you MUST be investing in real estate!***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

You either win or you learn! In this week's episode, we share our painful stories of the worst investments we've ever made and what we learned from them. These stories further solidify why the Adapt Wealth community was built as a resource for people to learn and a community to run investments off of.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Join the Co-Founder of Adapt Wealth, Jason Fromer, as he recaps the highlights from the First Half of 2022 in the Adapt Wealth Family and shares the vision for the group's next six months. Topics Covered: Developing an automated investment strategy. What we learned from the Tax Artist and how to connect the dots between Tax and Investments. Why we like "non-correlated assets" like EWC suggested. The importance of Portfolio Mix. Multi-Family Real Estate, Crypto Currency, Commercial Real Estate, and Triple Net Leases. Join us.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

We spend a lot of time talking about Real Estate Investing but most of the projects we discuss are usually single-family homes or multi-family residential. This week our guest is Matt Trader, a commercial real estate specialist with Rinnier Development Company. Matt will take us through the different types of Commercial Real Estate projects he helps people acquire, including the coveted Triple Net Lease, and explain why it helps to have a team when entering the space.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Franchising has been one of the most requested topics by Adapt Wealth members but we aren't interested in putting on a Wack Arnold's uniform and serving french fries. Learn from Franchise consultant David Greenberg as he shares with us his process for matching businessmen and women with ideal franchise models to generate income.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Few industries have materialized from the margins to the mainstream, thanks to legislation and legalization efforts, like Cannabis. As this multi-National and multi-Billion dollar industry continues to mature, the need for technology to support its unique infrastructure grows. If you've ever wondered "How can I position my investments to capitalize on this trend that everyone sees, without directly participating in the growth or distribution of the product or buying penny marijuana stocks or ETFs?" then have a listen and learn more about "Cannabis Adjacent" technology companies and the funds that support them.*********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Decentralized Autonomous Organizations sound like something out of a sci-fi thriller but these blockchain-based beauties have the potential to transform our world. The CEO of Arca Rayne Steinberg joins us this week to discuss DAOs in detail.***********************************************************Knowing where and how to invest your hard-earned dollars can be challenging. Which asset classes are best, where do I get my information, and who can answer my questions without bias are some of the many issues investors face. Adapt Wealth is a family of like-minded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life-changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

If you are looking for passive monthly income, with appreciable upside and tax advantages then maybe Bitcoin mining is for you. If you want all of those things but don't want to house a server farm in your basement, maybe investing in a Mining Fund is for you. Join us for Part 2 of our conversation with Touzi Capital's CEO Eng Taing as we learn about the Business of Bitcoin Mining.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Does anyone remember the episode of Billions where Axe's son gets expelled from boarding school for blacking out the power grid of a small town? Whether you are looking to start a dorm room mining operation or are simply interested in how Bitcoin mining works, you won't want to miss this conversation with Eng Taing, CEO of Touzi Capital.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Crypto is supposed to be an anonymous non-fiat currency, so how does the Government plan to tax and control it? The Tax Artist Rob DiMarco is back to address this and other very timely questions about Crypto and Taxes.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

You got lettuce hands or Diamond hands? Meaning do you HODL when the crypto market gets crazy? Ar.Ca CIO Jeff Dorman returns for part 2 of our conversation and breaks down where he sees the opportunities in Crypto this year and beyond.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

What the Fung is an NFT? Did you really just spend thousands of dollars on a digital picture that anyone can just screenshot? CIO of Ar.Ca Jeff Dorman joins us this week and helps us understand the ever-evolving world of NFTs and the Metaverse.***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

What separates a good multi-family Real Estate project from a bad one? Our guests this week, Alix and Eric Kogan from Ashland Capital, help us develop a checklist to use when evaluating deals. ***********************************************************Knowing where and how to invest your hard earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

Every industry has their own jargon. It can be hard being comfortable enough to admit you don't know what this term or that term means when discussing a project. We are joined this week by Cody LIttlewood from Curated Investments as he breaks down many of the common terms used in Real Estate.***********************************************************Knowing where and how to invest your hard-earned dollars can be challenging. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of many issues investors face. Adapt Wealth is a family of likeminded individuals looking to educate, network, and invest across all asset classes.  Consider joining "The Family" for exclusive access to content and investment opportunities:Join "The Family" to gain exclusive access to life changing opportunities and strategies that will change your life on our website below as well as other ways to connect:

The Tax Artist, CPA Rob DiMarco, is back this week to share with us how we can use LLCs. to limit our Tax exposure and protect our pockets.- Should you be managing your investments through an LLC?- Does each property you own need to be in its own LLC?- How do 1031 Exchanges work?Ben Franklin once said the only certainties are death and taxes - well you see a doctor to prevent death, time to see an "artist" to prevent taxes.To join the Earn Collective go to www.earncollective.com and fill out a brief application.  Membership is completely FREE all the time.Find us in social:

Taxes are the worst!You get taxed when you earn income, when you buy things when you invest that earned income to make a profit, hell you even get taxed when you die. Where does it end? It doesn't if you don't have a plan. In this episode, we talk with Robert DiMarco CPA, also known affectionately as "The Tax Artist" as he shares what changes we can expect to the Tax Laws in 2022. To join the Earn Collective go to www.earncollective.com and fill out a brief application.  Membership is completely FREE all the time.Find us in social:

We know all good things will eventually come to an end. The question is when? More importantly, will this market crash or slowly come back down to earth?Hear from Fredrick Gustave and James Snyder of Pittsburgh, PA-based Executive Wealth Counselors and get their perspective on the Market Outlook for 2022.- Are Fed Policy and Market Fundamentals setting us up for a recession?- What do we do now to prepare ourselves and protect our portfolios?Failing to plan is planning to fail. Get educated.To join the Earn Collective go to www.earncollective.com and fill out a brief application.  Membership is completely FREE all the time.Find us on social:

Investing is challenging, but it doesn't have to be.  Knowing where and how to invest your hard-earned dollars can be tough. Which asset classes are best, where do I get my information, who can answer my questions without bias are some of the many issues investors face. Adapt Wealth is a family of like-minded individuals looking to educate, network, and invest across all asset classes.  Welcome to episode number one where we reveal what our community is all about and how we aim to serve the world with better information and opportunity without obligation.To join the Earn Collective go to www.earncollective.com and fill out a brief application.  Membership is completely FREE all the time.Find us on social: