Legacy Wealth

Want direct access to tax experts like this? Join Legacy Boardroom: https://legacywealthholdings.com/boardroom Most real estate investors are overpaying on taxes—and they don't even know it. In this episode, I sat down with Chris Shockowitz and Carl Worden from Defer Tax ( ⁨@defertax6145⁩  ). These guys are LEGIT. They've helped their clients defer over $100 million in capital gains taxes and save more than $10 million in personal income taxes. All 100% legal. All IRS-audited. All stuff most CPAs don't even know exists. If you're thinking about selling a property, exiting a business, or just tired of sending fat checks to the IRS every year—this episode will show you real options that the ultra-wealthy are already using. We break down: - How to get 85% of your cash out of a deal tax-free - Ways to reduce your income tax by 50% or more - What most financial advisors and CPAs won't tell you - Why it's never too late to fix a tax problem (even after the sale) Chris and Carl are both members of my Legacy Boardroom mastermind, so if you're in the group—you've got direct access to them. If you're not in yet… you know what to do

Want to surround yourself with entrepreneurs playing the long game? Apply to Legacy Boardroom Mastermind → https://legacyboardroom.com Everyone online says “Just get 1% better every day”… but let's be real — that's not how it works. Success isn't clean. It's not fast. And it's definitely not 1% at a time. In this episode, I sit down with Cory Gregory — lifelong entrepreneur, gym owner, and one of the most disciplined dudes I've ever met — to talk about what it really takes to build a business that lasts. Not overnight success. Not quick wins. Just showing up and getting 0.01% better every single day… for years. Whether you're building a real estate empire or trying to grow any kind of brand, this conversation is a masterclass in long-term thinking, identity, and discipline. Because the real secret? Most people stop way too early. 00:00 – The myth of 1% better 01:05 – How Cory built his business “one rep at a time” 05:20 – Why discipline beats motivation every time 09:45 – The truth about 10,000 hours 14:00 – How identity shapes long-term success 18:35 – Advice for entrepreneurs who want to quit 22:50 – Final takeaway: stop chasing speed, start stacking reps //CONNECT WITH CORY https://corygfitness.com/ https://maxeffortmuscle.com/ #SuccessMindset #Entrepreneurship #TimBratz #CoryGregory #Discipline #BusinessGrowth #RealEstateInvestor #LegacyWealth #LongTermThinking #LegacyBoardroom //DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Want to build your business with people who get it? Apply to the Legacy Boardroom mastermind → https://legacyboardroom.com Most entrepreneurs dream of building a company they can sell for millions. But what if that moment came… and you didn't take the money? That's exactly what Trevor Mauch did. In this episode of the Legacy Podcast, I sat down with Trevor Mauch — founder of Carrot — to talk about the time he turned down a $60 million acquisition offer… and what happened next. We unpack why he said no, what it taught him about purpose, identity, and wealth, and how he rebuilt a business that finally felt right. If you've ever built something you weren't sure you wanted to run… or asked yourself, “Is this what success is supposed to feel like?” — this one's for you. What we talk about: - Why Trevor turned down $60 million — and what came after - The identity crisis most entrepreneurs face (but never talk about) - Burnout, balance, and rebuilding a business around your life - The “Ideal Average Day” exercise that helped him reset - Why recurring revenue is the key to real freedom #Entrepreneurship #BusinessExit #TrevorMauch #TimBratz #LegacyPodcast #BusinessBurnout #RecurringRevenue #FounderLife #BusinessGrowth #LegacyBoardroom #RealEstateEntrepreneur //DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Want to talk real wealth—not just vanity metrics? That's what we do every week inside Legacy Boardroom. Join the mastermind → https://legacyboardroom.com Most entrepreneurs look rich… but they're quietly drowning. In this episode, I sit down with Garrett Gunderson—author, investor, and legacy wealth expert—to talk about why so many business owners are broke, burned out, or trapped chasing more. Garrett goes deep on redefining success, keeping more of what you earn, and living a life that actually feels free. We cover taxes (spoiler: you're overpaying), cash flow, purpose, and how to escape the hustle trap before it's too late. This isn't another “how to 10x your income” chat. It's about why you're building wealth—and how to actually enjoy it along the way. What you'll hear: - The truth about millionaire status in 2025 - Why most entrepreneurs overpay on taxes (and how to stop) - The trap of financial “scarcity mode” - How Garrett shifted from hustle to purpose - What real wealth looks and feels like - Leaving a legacy your kids don't resent Ready to go deeper with a community of real investors? Apply to Legacy Boardroom → https://legacyboardroom.com //CONNECT WITH GARRETT IG: @garrettbgunderson YouTube:  ⁨@GarrettGundersonTV⁩ Website: garrettgunderson.com #GarrettGunderson #Entrepreneurship #TaxStrategy #RealWealth #LegacyWealth #FinancialFreedom #BusinessMindset #TimBratz #LegacyBoardroom #MoneyMistakes #EntrepreneurLife //DOWNLOAD OUR FREE DEAL CALCULATOR https://legacywealthholdings.com/deal-calculator-download-youtube/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

This episode of the Legacy Podcast might wreck you—in the best way possible. I sat down with Chris Singleton, a former pro baseball player turned speaker, entrepreneur, and real estate investor… but more importantly, one of the most powerful voices on forgiveness and resilience you'll ever hear. Chris lost his mother in a racially motivated church shooting ten years ago. And somehow, after all that, he chose love. He built a movement, a speaking career, a real estate portfolio—and a life most people only dream about. In this episode, we talk about grief, hustle, faith, and building real wealth—financially and emotionally. Whether you're a real estate investor, entrepreneur, or just someone trying to be better every day... you need to hear this.

Most people still think they need a business card to make connections. The reality? Social media is the new business card—and if you're not leveraging it, you're invisible. In this episode of The Legacy Podcast, I sit down with Cory Jacobson of Wealth Juice to break down why personal branding is the most powerful tool for real estate investors and entrepreneurs today. Cory shares how he scaled his network, raised capital, and built his brand—all by showing up online. If you want to attract deals, build credibility, and create unlimited business opportunities, this is a must-watch.

Most entrepreneurs focus on strategy, deals, and tactics—but Bobby Castro will tell you that mindset is what really separates successful business owners from those who stay stuck. After scaling his company to a $1 billion valuation and successfully exiting, Bobby is here to share the hard lessons he learned along the way. In this episode of The Legacy Podcast, Bobby and I dive deep into the mental shifts that allowed him to build a high-growth business, scale without burnout, and create lasting wealth. If you're serious about leveling up your mindset and your business, you don't want to miss this one.

Most real estate investors think flipping houses is the best way to build wealth—but Alex Pardo learned the hard way that it's a constant grind. After years of chasing deals, managing contractors, and fighting for margins, he made a major shift—he went all in on self-storage investing… and he's never looked back. In this episode of The Legacy Podcast, Alex shares: ✅ Why he walked away from house flipping after years in the business ✅ The biggest lessons he's learned from self-storage investing ✅ How self-storage offers higher profits with fewer headaches ✅ The scalability & cash flow benefits that make self-storage a no-brainer ✅ What new investors need to know before getting into self-storage If you're burnt out on flipping or just looking for a better real estate strategy, this episode is a must-watch! //CONNECT WITH ALEX Instagram: @alexpardo25 YouTube:  @AlexPardo   Podcast: https://podcasts.apple.com/us/podcast/the-flip-empire-show/id1120765959 Storage Wins Coaching: storagewins.com ⏳ Timestamps: 00:00 – Why Flipping Wasn't the Wealth Builder Alex Expected 02:15 – The Self-Storage Shift: What Made Him Switch 06:45 – The Biggest Lessons Learned from Self-Storage Investing 10:30 – Why Self-Storage Beats Flipping for Long-Term Wealth 15:00 – How to Get Started in Self-Storage (Without Huge Capital) 18:45 – What New Investors Get Wrong About Self-Storage 25:21 –

Everyone wants to know: What's the quickest way to succeed in real estate? In this episode of The Legacy Podcast, Justin Colby breaks it down. With over 18 years in real estate, thousands of deals closed, and one of the top real estate podcasts, he's mastered the game. But his journey wasn't always smooth—he went from sleeping on a couch and losing everything to building a real estate empire. Justin shares the exact steps new investors should take to get their first deal, build momentum, and scale fast. If you're looking for real, no-BS advice on wholesaling, flipping, and wealth building, this episode is for you.

Most people struggle to break into real estate, but Brent Daniels figured out the secret: mastering the art of finding deals and turning them into a cash machine. In this episode of The Legacy Podcast, we dive deep into how Brent built a multi-million dollar business, why wholesaling is the foundation of real estate investing, and how you can generate massive profits without owning a single property. Brent is the creator of TTP (Talk to People), a real estate coach, and one of the most recognized figures in the wholesaling industry. He's trained thousands of investors on how to find off-market deals, raise capital, and scale their businesses. But his journey wasn't easy—he had to rebuild after losing everything in 2008. Now, he's sharing the strategies that helped him create a predictable, scalable income in real estate.

How Tony Giordano Went from Losing It All to Real Estate Royalty Most people wouldn't bounce back after losing everything—but Tony Giordano isn't most people. In this episode of The Legacy Podcast, I sit down with Tony to talk about his incredible journey from financial struggles to being on top of the real estate game. Tony has been featured on CNBC, Bloomberg, Forbes, and Bravo TV as a celebrity agent and is recognized as one of the Top 100 Leaders in the World by John C. Maxwell. With over 25 years in real estate, finance, and marketing, he's built a powerful reputation in the industry. But it wasn't always like that… After making millions in real estate, Tony lost it all in the 2008 crash. Instead of giving up, he rebuilt from the ground up using social media, marketing, and innovative investment strategies. If you're interested in raising money for real estate, scaling your business, or leveraging tech to get ahead, this episode is a must-watch!

Most people think getting rich is about working harder—but the truth is, it's about thinking differently. In this episode, I sit down with Chris Garrison, a former blue-collar worker turned successful entrepreneur, to break down the millionaire mindset that took him from the trades to building a thriving service business and creating wealth. We dive into:

This is the mindset and strategy breakdown you need to hear! In this episode of The Legacy Podcast, Brad Lea ( @THEREALBRADLEA  ) shares the exact principles that helped him go from a young salesman to building multiple 8- and 9-figure businesses. Brad doesn't just talk theory—he's lived it. From mastering sales, personal branding, and relationship-building to overcoming limiting beliefs and taking calculated risks, this episode is packed with actionable insights to help you level up in business, real estate, and life.

Are you looking to scale your rental real estate portfolio and build lasting wealth? In this episode of The Legacy Podcast, we sit down with real estate investor and developer Austin Rutherford to discuss the future of affordable housing and the build-to-rent (BTR) strategy. Whether you're a seasoned commercial real estate investor, an entrepreneur, or someone eager to break free from the 9-5 grind, this episode is packed with insights to help you take your real estate investing to the next level. Austin shares his journey from flipping houses to owning 200+ doors, raising over $40 million in private capital, and transitioning from residential to commercial real estate development. Learn how to leverage private lending, navigate government regulations, and capitalize on the growing demand for affordable housing. If you're looking for actionable strategies to generate passive income, maximize cash flow, and future-proof your real estate investments, you don't want to miss this! //CONNECT WITH AUSTIN Instagram: @austinrutherfordofficial YouTube:  @AustinRutherford  

In this episode, we're featuring one of our best discussion panels to date: Show Me The Money! Welcome to this powerhouse panel where we dive deep into everything you need to know about navigating the financing for commercial real estate deals. Our expert panelists share their proven methods for structuring deals, accessing capital, and thriving in today's changing market. Whether you're curious about creative financing (including seller financing), leveraging retirement accounts, or using credit lines to fund your deals, this conversation is packed with actionable advice. Highlights:

In this video, we're diving deep into the concept of the "buy box" and how defining your buying criteria can be a game-changer in the world of commercial real estate. Whether you're just starting out or looking to refine your strategy, these essential tips will help you in finding deals that align with your goals and getting ahead in real estate.

What will 2025 bring? I have a rough idea, and I'm really excited for it.  We're talking: - Turning 40

What went well in 2024? What didn't go so well? Today I'm sitting down with Jed to talk about how the year went overall for our team at Legacy Wealth. //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com //SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

The year is winding down and we've been reflecting on all of the awesome guests we've had on the Legacy Podcast this year. Thank you to all who have been on the show and to those who watch or listen. We appreciate you! Check out these top 10 moments from this year and look for more episodes every Sunday at 11am on YouTube or wherever you listen to podcasts. //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

I'm hanging out at the Helm Charleston this week with Dan Rivers & Mike Savage. Their company Synergy Stays specializes in revenue management and optimization for short term rentals. If you're struggling with increasing revenue or you're not hitting the marks that you thought you would get in some of your short term rentals that you bought over the past few years, this one is for you. They're going to share some secrets on how they're increasing revenue for certain properties, and how their company has positioned themselves to help YOU increase revenue by 10-20%, no matter where you are in the country. //CONNECT WITH SYNERGY STAYS Instagram: @synergystayslocal Website: synergystayslocal.com //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today on the Legacy Podcast, we are hanging out at Bourbon N' Bubbles with Lea Aylor, the CEO of Republic Hospitality group. If you've ever seen Southern Charm or the show Southern Hospitality, they're about Republic Hospitality Group and all the restaurants that they run and all the daily craziness that happens in the restaurant industry. So I want to ask Lea all sorts of questions about the restaurant industry, what's been going on. And my thought is I'm going to break down the different elements of business -- marketing, finance, sales, building a team, and operations -- and see what's going on in each one of those different elements in the hospitality industry.  //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth 0:00 Meet Lea 6:01 Pillars of Business: Marketing/Sales 10:16 Pillars of Business: Operations 19:02 Pillars of Business: Finance/Accounting 25:15 Future Goals  29:06 Real Estate

This week on the Legacy Podcast we're hanging out with Glenn Von Rosenberg! Glenn is an active real estate investor, and owns a flooring business that's extremely successful here in Charleston. He'll be talking a little bit about his entrepreneurial journey, how he scaled up his flooring company, and how that has transitioned into real estate investing and a lot of private lending opportunities, joint venture partnerships, and owning and holding his own portfolio. So let's go sit down with Glenn.  //CONNECT WITH GLENN & BAREFOOT FLOORS Instagram: @barefootfloorschs Facebook: https://www.facebook.com/glenn.vonrosenberg Website: https://barefootfloors.com //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today I'm sitting down with one of my favorite people in the entire world -- Kelli Garrett, who owns Rehab Wallet. She's got a ton of business experience across the board in many different industries and is a brilliant, brilliant business mind. I always learn great things from her. I'm going to pepper her with a lot of questions about how she scaled her business actively and passively, and I know she's going to drop a ton of gems for you. You don't want to miss this one! //CONNECT WITH KELLI Facebook: https://www.facebook.com/kelli.garrett.1675 LinkedIn: https://www.linkedin.com/in/kelli-garrett-86283273/ Instagram: https://www.instagram.com/kelli.garrett2/ Rehab Wallet Website: https://www.rehabwallet.com/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

This might be the most chaotic video we've ever done, but it was a blast! My daughter Penelope is no stranger to the camera, so I thought it would be fun to have her on the podcast this week. So come sit down (and stand up, and sit down, and stand up...) with us as I find out what's first and foremost on a 9-year-old's mind. Plus, we talk about possibly buying her first rental property! PS, Annabelle (my 2-year-old) is playing in the background, so you may hear some baby babble. 0:00 Meet Penelope 1:38 Question 1 - What do you think about a lot? 3:06 Annabelle Speaks Monster 4:32 Question 2 - What makes you happiest? 5:34 Question 3 - How do you feel around me (dad) most of the time? 6:09 Question 4 - Is there anything about the world or people that you want to understand more? 7:32 Question 5 - What's your favorite memory with our family? 8:31 Question 6 - Is there anything you're worried or stressed about? 9:09 Question 7 - Is there anything you want to learn about together? 10:54 Planning to Buy a Rental Property @ 9 Years Old //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

This week, I have a very special guest with me -- my wife Kate! Kate is one of the authors of the Little Legacy Learning series, our series of personal development books for kids. In this video, we talk about where the idea for the books came from, a little bit about each book, and how we're TRYING to instill these principles in our kids (and how well that's going). Check it out! https://littlelegacylearning.com/ 0:00 Meet Kate! 1:02 The origin of Little Legacy Learning 4:10 Big concepts for young minds 12:50 How do we implement these in our kids lives? //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Things we use:  ActiveCampaign https://ActiveCampaign.referralrock.com/l/1QO2SZCP0VF/ Instantly.Ai https://instantly.ai/?via=nick-burton Welcome to the Legacy Podcast! Today I'm sitting down with Nick Burton talking all about email marketing. So Nick is my chief marketing officer and our director of acquisitions. And I would say that we have acquired and sold over 6000 apartments, and we've raised over $150 million of private money through two main marketing strategies, one being social media and another being email marketing. And we've talked about social media before, but we've never talked about email marketing. So we're going to dive deep into the email marketing side of things today. Nick has become a savant on email marketing. He understands warm email. He understands cold email. He understands what you can do, what you can't do, all these different ninja tricks that he's done that I'm not even aware of. We've grown an email list into the hundreds and hundreds of thousands, and he's going to go through exactly how we do it.  //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

This week on the Legacy Podcast, I'm sitting down with Michelle Harris of Karstpromo. Karst creates promotional items (they make all of our Legacy swag), but they do a lot more than that. We're going to get into all that stuff with Michelle! We'll also dive into how she got into the industry and how she's bringing a fresh perspective to the promotions and, marketing business. So I'm excited to sit down with Michelle! //MORE FROM MICHELLE & KARSTPROMO Instagram: @karstpromo Website: https://karstpromo.com Facebook: https://www.facebook.com/karstpromo LinkedIn: https://www.linkedin.com/company/karstpromo //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Welcome to the Legacy Podcast! This week, I'm sitting down with Rivers Pearce, talking about whether or not AI is really the secret to marketing success. Rivers is the Co-Founder of Parcel, which is a fractional CMO and digital marketing agency, specifically in the real estate space. They work with a lot of residential real estate brokerages and are currently scaling into the commercial world, too. So I'm excited to sit down with him and learn about what's working today in digital marketing. //CONNECT WITH RIVERS LinkedIn: https://www.linkedin.com/in/riverspearce/ Instagram:  @RiversPearce   Facebook: https://www.facebook.com/rivers.pearce //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today on the Legacy Podcast, I'm sitting down with Jed DeMuesy -- and he's interviewing me! There's a lot of things that we want to talk about as a team that we don't always get the opportunity to do, so we're turning the tables this week. As Jed says in the video "We hope you enjoy a look at what's going on inside the mind of Tim Bratz." (I usually don't like it when people ask to pick my brain, but I'll make an exception in this case.) //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Welcome to another episode of The Legacy Podcast! Today Legacy Digital's Q Moldrik is back on the podcast. Q's company just started a new service to take care of your business' bad reputation online. I just hired them to do some reputation management for several of my apartment buildings that had gotten a bunch of negative reviews online because of bad property managers. You're going to learn a lot of ways that they can improve your online presence, your online visibility, your online ratings and reputation all through these different hacks and strategies that they utilize. So I'm excited for her to share these things with you. You're gonna get a ton of value out of this episode.  //CONNECT WITH Q & LEGACY DIGITAL Website: https://www.legacydigital.com Instagram: https://www.instagram.com/legacydigitalmedia_/ Facebook: https://www.facebook.com/legacydigitalmedia TikTok: http://www.tiktok.com/@UCw8qkgkeAwtJmM-d5fxiKmA  LinkedIn: https://www.linkedin.com/company/legacy-digital-media-chs/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today I'm sitting down with John Cantey, who is a former high school teacher and football coach who is going all in on real estate investing. In this episode, you'll hear all about his journey from winning state championships in the high school football world, all the way to transitioning to a full time real estate investor working full time on his fortune. //CONNECT WITH JOHN Facebook: https://www.facebook.com/john.r.cantey johncantey@gmail.com //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today on the Legacy Podcast, I'm sitting down with Boris Van Dyck, who is a local developer, a real estate investor, and a serial entrepreneur here in Charleston, South Carolina. He's a rockstar from the standpoint of being able to take a business, build it, and then exit it. We're sitting down today to talk about how he got his start, how he's scaled his portfolio, what kind of business stuff he has going on and where the opportunities are over the next couple of years. And of all the businesses he's been involved in, what brings the most amount of money for the least amount of headache? //CONNECT WITH BORIS Facebook: https://www.facebook.com/borisvandyck Instagram: @borisvandyck Paradiso: https://www.paradisochs.com Success Street Development: https://www.facebook.com/SUCCESSCHSDEV Real Estate Brokerage: https://www.thepeninsulaco.com //CONNECT WITH TIM BRATZ linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth  

Welcome to the Legacy Podcast! Today I'm sitting down with Tim Vitale, who is a rockstar multifamily investor. Over the course of the past three years, he's acquired over 2000 apartments, specifically in the  Low-Income Housing Tax Credit (LIHTC) space. So we're going to be sitting down with Tim, hearing about how he's been able to scale so quickly, why he likes the LIHTC space, what his goals are, and where he is seeing opportunities over the next couple of years. //CONNECT WITH TIM VITALE Facebook: https://www.facebook.com/timmyvitale Instagram: @timvitaleofficial Coaching: https://mmimf.com Upside Capital: https://www.upsidecapitalgroup.com Makin' Moves In Multifamily: https://www.facebook.com/groups/makinmovesrealestatecommunity/ //CONNECT WITH TIM BRATZ linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

This week on the Legacy Podcast, I am sitting down with my buddy Nick Long, who is a former teacher and musician turned real estate investor. Today he owns over 50 rental units, all small multifamily properties in the Columbus, Ohio marketplace. You're going to hear a lot about how he's transitioned from the corporate world into buying and holding rental real estate. He has accumulated over 50 rentals and has built up a ton of equity in his portfolio. And he doubles down every handful of years. So I'm excited to sit down here about his story and hear about what he wishes he would have known earlier on in order to get to the place where he's at today with his rental portfolio. //CONNECT WITH Nick https://www.youtube.com/channel/UCTRDuS-WCBkT306HjlGL68g https://investinboomerang.com https://www.facebook.com/nicklongshow //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Welcome to the Legacy Podcast! Today I'm sitting down with Erin Thomas, who is a commercial sales broker up here in Cleveland, Ohio. I want to hear all about what's going on between buyers and sellers, and finding deals and selling deals and what she's seeing in a heavy cash flow market right up here in the Midwest.  //CONNECT WITH ERIN Instagram: @erinthomassells Email: erinthomas@ezsalesteam.com //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today on the Legacy Podcast, I'm sitting down with Solomon Sparks, who is still BRRRR-ing properties in today's market!! Solomon is a wholesaler, flipper and multiple family buy-and-hold investor who just bought 32 units in Lakewood, Ohio, which is a cool, trendy suburb of Cleveland. We're gonna learn all about how he's transitioned from the transactional business of flipping and wholesaling real estate to buying and holding to build long term legacy wealth. So I'm excited to sit down with him to hear about how that transition has gone for him and hear about where he's going. //CONNECT WITH SOLOMON Instagram: @solomonsparks57 Facebook: https://www.facebook.com/solomon.sparks.9 0:00 It's Solomon Sparks! 2:59 Wanting Something More 4:53 What He Learned From Flipping Houses 8:34 Getting into Multifamily 16:18 Still BRRRR-ing Properties in Today's Market 18:11 Advice for Getting Started in Real Estate //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

11Welcome to the Legacy Podcast! Today, I'm sitting down with my great friend Amanda Holbrook, who works with Specialized Trust Company. She is my go-to person for all things self-directed retirement accounts. I think Amanda is probably the most under undervalued resource that we all have access to. She understands this world where there are trillions of dollars available to you and me from people in their retirement accounts that they can then self-directed into your real estate deals, into your business deals, and unlock troves of capital that you didn't know was available to you before. So from a private money raising standpoint, this is a tool that will open up vaults of cash for you and your business. So we're going to sit down with Amanda to learn all about self-directed retirement accounts. I want to hear a little bit about what's going on with, the folks that have their retirement accounts with her and kind of what they're looking for, how they're deploying, what their mindset is right now on the private lender side of things, and really dive deep into all that stuff. Plus, we'll talk about 3 things you can't do with self-directed accounts (and all the things you can). //CONNECT WITH AMANDA & SPECIALIZED TRUST COMPANY Instagram: @specialized_trust_company Website: specializedtrustcompany.com Email: aholbrook@irastc.com Calendar link: https://my-schedule.timetrade.com/app/td-3313916/workflows/cmvmr/schedule/welcome?wfsid=mi8ic7ojklbiupoditj9gr168aku02b5&view=full&fs=1 0:00 It's Amanda Holbrook! 3:04 What is a self-directed retirement account? 16:14 What are you seeing right now? 21:06 Timelines & Diversification 30:08 Peter Thiel 36:56 How do you grow an account quickly? //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

This week on the Legacy Podcast, I'm sitting down with Ashley Faddoul, who is a dear friend of mine. She's been a member of our Legacy Family mastermind for several years now, and has a lot of good stuff going on: She has an event business, has a successful real estate brokerage, and like many of us, faces issues with her growth in business as well. I want to learn a little bit more about what's going on in the residential real estate market and what she's seeing there, especially in the Midwestern part of the United States. She's able to see it from a different perspective. We'll also talk about comparing yourself to others and all that kind of stuff. So I'm excited to sit down with Ashley, and I think you're going to learn a lot from this episode. //SAY HI TO ASHLEY Instagram: @ashleymartin__ Facebook: https://www.facebook.com/profile.php?id=100009228457756 Loft 1884 Wedding Venue: https://www.facebook.com/profile.php?id=100094059426186 0:00 Welcome back Ashley! 2:40 Ohio Residential Real Estate 13:20 Affordable Housing Is Crucial Right Now 20:35 Real Estate Play or Active Business? 29:06 Other Rentals In the Works 36:29 Where do you go from here? //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Today on the Legacy Podcast, I'm sitting down with my boy Chris Litzler, who is my commercial mortgage broker with Marcus and Millichap. I have been working with Chris since the very beginning. He's helped me build my portfolio to thousands of doors, and I have probably more than $400 million of loans with him. He's seen as one of the foremost authorities in the commercial mortgage space and is somebody that I go to for business insights. He lets me know what's going on in the marketplace and helps me troubleshoot any issues that I'm going through on any of the deals. So I'm excited to sit down with him. We're gonna be talking about what's going on in the marketplace, what's happening with interest rates, what's happening with, the commercial mortgages, what's happening with lenders, what are they seeing out there, and how are they responding to what's happening in the marketplace and a little bit of forward thought on what to look for in the in the real estate space over the course of the next few months. //SAY HI TO LITZLER https://www.linkedin.com/in/chrislitzler /CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth

Welcome to the Legacy Podcast! Today we're sitting down with Sean Holmes, who owns Nectar Eyewear. We did an episode with him last week about his entrepreneurial journey, how he started his brand, and how he really leaned into the southeast coast vibe. And he's got an awesome brand, awesome reputation here in the Carolinas. His business is growing like crazy and got a lot of cool stuff that he's working on, including transitioning to purely recycled materials to create sustainable sunglasses. This week we're gonna be talking all about the product development side and all that entails!  //MORE FROM SEAN AND NECTAR SUNGLASSES Website: https://www.nectarsunglasses.com Instagram: https://www.instagram.com/nectarsunglasses Facebook: https://www.facebook.com/nectarsunglasses X: https://twitter.com/nectarsunglass YouTube: https://www.youtube.com/@nectarsunglass/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-ca----sting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth 

This week on the Legacy Podcast, I'm sitting down with Sean Holmes, the owner of Nectar Sunglasses. For Sean and his company, authenticity is always the #1 goal. They want you to genuinely love their sunglasses, and I know I do. We're going to sit down with Sean to talk a little bit about how he's built his business, some of the learning curves he's faced as he's been on his entrepreneurial journey, and where he's going from here. Make sure to come back next week as we dive deeper into creating these awesome sunglasses! //MORE FROM SEAN AND NECTAR SUNGLASSES Website: https://www.nectarsunglasses.com Instagram: https://www.instagram.com/nectarsunglasses Facebook: https://www.facebook.com/nectarsunglasses X: https://twitter.com/nectarsunglass YouTube: https://www.youtube.com/@nectarsunglass/ //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-ca----sting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth 

How did we build our amazing team of A-Players? We hire better. We screen potential hires, we hire for attitude, and we hire people with an ownership mentality. Hire better, better business. It's that simple. Join me and my Director of Acquisitions Nick Burton as we talk through how we found such a good team of people to work with. 0:00 How did we find such a good team? 0:24 Meeting Tito Beveridge 3:00 Hiring For Attitude 7:02 Ownership Mentality 9:48 Hire Fast, Fire Fast 10:42 Selling the Vision AND the Pain 14:22 How do you know they'll be loyal? 16:04 What if they don't fit the culture? 18:49 Recap & Key Takeaways //CONNECT WITH TIM linktree.com/timbratz //ABOUT ME Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com SUBSCRIBE NOW so you don't miss a single video! https://www.youtube.com/legacywealth