The Richer Geek

Looking to turn your career experience into real estate success? In this episode of The Richer Geek Podcast, Casey Gregersen shares how he went from working in the oil fields to building wealth through real estate. How did Casey make the leap from a corporate job to owning fitness studios and launching Bighorn Capital Fund? You'll learn why he chose Wyoming as his market, how his engineering background gives him an edge, and how passive investing can help you reach financial freedom. Curious how you can get started too? Tune in and find out! In this episode, we're discussing… From Petroleum Engineer to Real Estate Mogul: Casey recounts his fascinating career shift from working on oil rigs for Shell Oil Company to building a thriving real estate investment business. The "Why" Behind the Move: Discover the pivotal moment that inspired Casey to prioritize family and pursue financial freedom through real estate, even while maintaining a successful career in oil and gas. An Engineer's Edge in Real Estate: Learn how Casey's background in engineering, with its emphasis on mathematics, underwriting, and process-oriented thinking (SOPs), has been a significant asset in his real estate ventures. Why Wyoming? Casey reveals the strategic advantages of investing in the Wyoming real estate market, including lower competition and a unique market dynamic that offers consistent stability and cash flow. Untapped Potential in the Cowboy State: Explore the specific types of real estate opportunities Casey is pursuing in Wyoming, from single-family homes to value-add multifamily properties, and how he leverages local insights with modern investment strategies. Bighorn Capital Fund: Get an inside look at Casey's Bighorn Capital Fund, designed for accredited investors seeking passive income and wealth building through strategic real estate investments, offering both debt and equity opportunities. Helping Others Achieve Financial Freedom: Casey shares his passion for empowering other professionals, particularly those in demanding W-2 jobs, to achieve their passive income goals by partnering with his fund.    Resources from Casey      LinkedIn | Website | Big Horn Capital Fund  Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide 

Welcome to another episode of The Richer Geek Podcast! It's June already, can you believe we're almost halfway through the year? If you're feeling that mid-year slump, perhaps even dreaming of building a life you don't need a vacation from, then get ready to be inspired and gain ideas from this conversation. We're joined by Jeremy Beland, a real estate investor and co-founder of REI Freedom. At 40, Jeremy boldly sold his townhouse, downsized, and used the equity to begin his wholesaling journey, ultimately achieving 450+ off-market acquisitions and $10 million in gross profits. Now, managing multi-million dollar businesses (NH Home Buyers, Coastal Florida Home Buyers) and running the REI Freedom Coaching Program, Jeremy is passionately dedicated to helping others achieve financial freedom. Tune in to learn how Jeremy built multi-million dollar businesses and helps others escape the W-2 grind. In this episode, we're discussing... From Rock Bottom to Riches: Hear Jeremy's raw and inspiring story of rebuilding from financial ruin after the 2009-2010 recession, driven by an intense motivation to escape poverty forever. The Audacious Start: Learn exactly how Jeremy leveraged just $17,000 in home equity at age 40 to kickstart his real estate journey, quickly turning it into significant profits and building foundational success. Action Over Perfection: Understand why taking massive and imperfect action is the fastest path to achieving your real estate goals, even when you don't have all the answers. Mentorship is Your Midas Touch: Discover why Jeremy, despite his immense success, continually invests hundreds of thousands of dollars in expert coaches and mentors. This insight is key to his 450+ off-market transactions and $10 million in gross profits. Designing a Life of Freedom: Explore the core philosophy behind building a real estate business that grants you time freedom and the ability to work from anywhere in the world, breaking free from the traditional W-2 handcuffs. REI Freedom: Your Coaching for Lifestyle Investing: Get an inside look at Jeremy's specialized coaching program, designed to teach you sales acquisition strategies and convert leads into profitable deals, all while focusing on a balanced, free lifestyle. Navigating the Nuances of Off-Market Deals: Gain practical insights into the complexities of working with distressed sellers and properties, emphasizing problem-solving and providing true value beyond just the transaction. Leveraging Private Lending for Accelerated Growth: Learn how high-net-worth individuals can partner with experienced real estate investors like Jeremy for strong, consistent returns on their capital, offering a dynamic alternative to traditional investments.      Resources from Jeremy      LinkedIn | REI Freedom     Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Welcome back to The Richer Geek Podcast! Today, we're switching things up with a powerful conversation on redefining wealth and lifestyle. Our guest is Bri Conn, Chief Experience Officer at Childfree Wealth®, a life and financial planning firm dedicated to helping childfree and permanently childless people design a life they love. Bri shares her journey into this unique space, the principles behind their approach, and how the FILE (Financial Independence, Live Early) philosophy encourages living fully, now, not just in retirement. It's time to rethink what financial freedom really means. In this episode, we're discussing… Why Child-Free Financial Planning Is Different: Traditional money strategies often don't reflect the goals of those without children, like the desire for experiences over inheritance. Start With Life, Then Build the Finances Around It: Discover how leading with your ideal lifestyle can shape a more purpose-driven financial plan. Understanding the FILE Philosophy: Financial Independence, Live Early promotes reducing work-related stress now to make room for joy and freedom long before retirement age. You May Need Less Than You Think: Learn why many child-free individuals overestimate retirement needs based on outdated assumptions. Early Planning = More Freedom: The earlier you start, the sooner you can travel, give, create, or pursue passion projects without financial stress. Spending & Giving With Intention: Bri offers a practical strategy, matching your fun spending with charitable giving to overcome guilt and create impact. Being a Supportive Ally: Understand how to support child-free individuals without making assumptions about their lives or finances. Tools & Resources for Child-Free Living: From financial checkups to lifestyle design coaching, explore what's available to help you build a life you love.   Resources from Bri      LinkedIn | Childfree Wealth® | The Childfree Guide to Life and Money by Dr. Jay Zigmont Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Want to learn how to make big money in real estate? Join us as Christian Osgood shares his simple steps to buying over 300 rental properties in just three years. Find out how he retired his wife and built his dream home. Get easy tips on seller financing, fixing tough properties, and what mistakes to avoid. Tune in for clear, actionable advice on growing your own real estate business!  In this episode, we're discussing... Fast Growth: Christian quickly moved from small duplexes to bigger multifamily deals, realizing this was essential to reach financial freedom quickly after a personal event. Turning Bad Deals Good: He bought a very troubled 38-unit property with many problems, but transformed it, turning a negative cash flow into a high-value asset and becoming a "paper millionaire." Strong Resolve: He showed incredible commitment, even considering living on-site, to fix his challenging property, showing how important belief and dedication are. Smart Seller Financing: Christian found that getting seller financing is easier when you have trust and good relationships within the real estate world, not just by asking for deals. Networking Power: He emphasized how important it is to meet and learn from experienced investors, which helps find good deals and gain valuable knowledge. Learning from Errors: He openly shared a big mistake of getting into hospitality (a resort) too soon, highlighting how different it is from multifamily and the importance of checking all costs, especially payroll. Stay Focused: A key lesson was that losing focus and jumping into new business types, even with creative financing, can severely hurt your cash flow and growth.   Resources from Christian     LinkedIn | Multifamily Strategy  Resources from Mike and Nichole    Gateway Private Equity Group | Nic's guide | Franchise With Bob

Ever wondered how a Super Bowl champion pivots from the gridiron to the world of finance and venture capital? Join us as we dive deep with former New Orleans Saints superstar Marques Colston, co-founder of Champion Venture Capital. Discover the secrets behind his unlikely transition, the mistakes athletes and everyday individuals make in wealth management, and his how-to guide for building a lasting legacy. Marques shares his unique perspective on identifying game-changing opportunities in sports tech, real estate, and beyond, and reveals how CVP is democratizing access to this traditionally exclusive asset class for everyone. Don't miss this inspiring episode packed with insights on strategic diversification and the future of fan engagement—you can't afford to stay on the sidelines! In this episode, we're discussing… Early Financial Literacy is Crucial: Even during a successful athletic career, planning for the future and seeking sound financial advice is paramount for a smooth transition. Transferable Skills Drive New Ventures: The discipline, work ethic, and ability to connect with people honed in professional sports can be powerful assets in the business world. Strategic Investing Bridges Passions and Profits: Aligning investment strategies with personal interests, like sports, can create a deeper understanding and connection to opportunities. Democratizing Access to Exclusive Markets: Champion Venture Capital aims to break down barriers, allowing both accredited and non-accredited investors to participate in the lucrative sports investment ecosystem. Value-Driven Partnerships are Key to Success: Beyond capital, a strong team with operational expertise and genuine engagement with portfolio companies drives significant growth. The Future of Fan Engagement is Immersive: Expect groundbreaking technologies like VR/AR and enhanced data analytics to revolutionize how fans experience sports.    Resources from Marques Colston     LinkedIn | Instagram | Champion Venture Capital       Resources from Mike and Nichole    Gateway Private Equity Group |Nic's guide | Franchise With Bob  

Feeling stuck, burned out, or like you've hit a ceiling in your career or business? You're not alone, and more importantly, you don't have to stay there. Welcome back to another episode of The Richer Geek Podcast. Today, we are joined by Ryan Crittenden, Ph.D., of XL Coaching to explore the importance of coaching for both entrepreneurs and professionals. With a Ph.D. and years of experience in strengths-based leadership coaching, Ryan explains why going it alone can lead to stagnation, and how expert guidance can help you move forward with clarity and purpose. In this episode, we're discussing... Coaching, whether for individuals or teams, offers significant benefits for personal and professional growth. Understanding your strengths (and weaknesses) is crucial for effective leadership and building well-rounded teams. Tools like the CliftonStrengths assessment and the Six Types of Working Genius can aid in this process. Entrepreneurs often struggle with the mindset of doing everything themselves, but recognizing and delegating tasks based on strengths leads to greater efficiency and passion. Burnout can stem from various factors, including company culture. Prioritizing well-being, engaging strengths at work, and maintaining healthy relationships are essential. Sometimes, a change in environment might be necessary. Team workshops, when intentionally designed to build a common language around strengths and foster interaction, can be powerful tools for team cohesion and understanding individual contributions. Investing in coaching is not an expense but an investment in oneself and the growth of a business or career.    Resources from Ryan  LinkedIn | XL Coaching | Email  Resources from Mike and Nichole  Gateway Private Equity Group |  Nic's guide | Franchise With Bob  

Think pre-IPO investments are just for billionaires? Think again. Welcome back to another episode of The Richer Geek Podcast! Today's guest is Mike Ivancie, CMO at UpMarket, an alternative investment platform that's opening the door for accredited investors to access private market opportunities once reserved for the ultra-wealthy. Since 2019, UpMarket has helped individuals invest over $150 million into assets like pre-IPO shares in SpaceX, Neuralink, Stripe, and OpenAI, as well as hedge funds, private equity, and real estate. Mike's mission is to break down barriers and grow the platform to over $1 billion in transactions. Before joining UpMarket, he led growth at CNote, an impact investment platform, where he helped raise over $100 million for underserved communities In this episode, we're discussing… Democratizing Alternative Investments: Upmarket provides accredited investors access to private market opportunities, including pre-IPO companies, private equity, and private debt. Accessing Pre-IPO Giants: Learn how you can potentially invest in high-growth companies like OpenAI, SpaceX, and Anthropic before they go public. Understanding the Investment Process: Mike explains the mechanics of investing through UpMarket, from minimum investment amounts to the process of potential liquidity events like IPOs. Weighing the Pros and Cons: Gain insights into the potential benefits (high growth potential) and risks (illiquidity, higher fees) associated with pre-IPO and alternative investments. The AI Investment Landscape: Explore the current skepticism and future potential of AI investments, including the significant energy demands and potential industry shifts. Impact Investing Explained: Understand the definition and real-world utility of impact investing, considering the trade-offs between financial returns and social good. The Intertwined Future of AI and Energy: Discover the staggering projected energy consumption of AI data centers and the potential role of nuclear energy in meeting these demands. Getting Started with UpMarket: Learn how to explore investment opportunities and educational resources on the UpMarket website (upmarket.co) and connect with Mike Ivancie directly.       Resources from Mike Ivancie      LinkedIn | UpMarket | Email     Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob  

Are year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round. Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You'll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key. Whether you're a real estate investor, entrepreneur, or small business owner, this episode offers actionable advice to help you plan ahead, reduce surprises, and build financial clarity. In this episode, we're discussing… Traditional accounting is backward-looking and reactive, leaving business owners blindsided. Weekly accounting offers real-time visibility into financial metrics for better, faster decisions. Don't rely solely on your accountant: know your numbers and ask the right questions. A quarterly tax strategy helps you make timely adjustments and avoid last-minute panic. Real estate can be a powerful tool for building long-term wealth, equity, and passive income       Resources from Anne      LinkedIn |The Largo Group | Real Estate Accelerator     Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Welcome back to The Richer Geek Podcast! Today, we talked with Mike and Bo, who figured out how to build a real estate business worth over $150 million in less than 10 years. They'll share the important steps, useful tips, and the right way of thinking to make it big in real estate. You'll learn how to find good real estate deals, understand the market, and avoid mistakes. This episode is your guide to changing your money future through smart real estate investing and building wealth. In this exciting episode, you'll hear from Mike and Bo, friends who've become successful real estate investors. They'll tell us their "secret recipe" for fast growth in real estate. From their special way of finding deals (looking at distressed, divorce, and estate sales) to using money wisely to grow their investments, they explain how working together made their money success even bigger. Forget about slow, normal ways to get rich in real estate – learn how to quickly build a large real estate collection and become financially free! In this episode, we're discussing… Work Together to Grow Faster: Mike and Bo show how their friendship and different skills helped them achieve much more in real estate than they could have alone. Focus on Money Now and Good Deals: Their main plan is to buy properties that make money right away and find assets that are priced low (often by looking at distressed, divorce, or estate sales) to get the best returns. Use Other People's Money Wisely: They learned how to use loans early on and built trust with lenders, which allowed them to get more money to grow their business quickly. Take Action, Don't Just Think: Mike and Bo stress that it's important to start doing things and learn as you go, instead of just studying and being afraid to make a move. Put Business Money Back In: They used the profits from their other businesses to buy more real estate, which helped their wealth grow faster and faster. Help Others Succeed in Real Estate: Mike and Bo now offer advice and even partnerships because they want to help other people become financially free through real estate.      Resources from Mike & Bo     Text or Call Mike and Bo at (928) 605-4335 |  Instagram |  Mike & Bo, LLC      Resources from Mike and Nichole     Gateway Private Equity Group |  Nic's guide | Franchise With Bob  

Are you tired of overpaying taxes and feeling like your wealth is constantly slipping away? In this eye-opening episode of The Richer Geek Podcast, we dive into the tax secrets used by the ultra-wealthy with Mark Miller, President of Hilton Tax & Wealth Advisors. For over 30 years, Mark has helped business owners, physicians, and high-net-worth clients save tens of millions in taxes while increasing their wealth by over $200 million. As a best-selling author of The Tax-Free Business Owner, he reveals how business owners can zero out their taxes just like Fortune 500 companies. Featured in top publications like The New York Times and Kiplinger's Personal Finance, Mark's insights will empower you to reduce your tax burden and accelerate your path to financial freedom.  In this episode, we're discussing… Beyond Basic Compliance: Don't mistake standard CPA services for proactive, advanced tax planning that can significantly reduce your tax burden. Family Office Strategies for Main Street: Learn how strategies historically used by the ultra-wealthy, like the Hilton family, are now accessible to a wider range of investors. The Power of a Formalized Tax Plan: Just like a business plan, a strategic tax plan is crucial for minimizing your biggest lifetime expense: taxes. Debunking Tax Myths: Understand that aggressive, legal tax planning doesn't necessarily increase audit risk and that IRS audits are often less intrusive than perceived. Safety First Investing: Discover the investment philosophy of the wealthy, prioritizing safety and security as the foundation for consistent, long-term returns. Actionable Strategies Exist: Explore advanced tax mitigation techniques beyond standard deductions and retirement contributions, potentially leading to a significantly lower or even zero tax bracket.        Resources from Mark      LinkedIn | Hilton Tax & Wealth Advisors | The Tax-Free Business Owner | Hilton Wealth: How to Invest Like An American Dynasty      Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Discover the hidden potential of mobile home parks and parking lots: two often-overlooked but highly profitable real estate assets. In this episode of The Richer Geek Podcast, seasoned Florida investor Kevin Bupp, host of Real Estate Investing for Cash Flow Podcast and bestselling author, pulls back the curtain on a powerful alternative to traditional real estate investment strategies. With over $300 million in real estate transactions and decades of experience, Kevin shares why he pivoted beyond single-family and multifamily properties. He breaks down the unique advantages of mobile home parks and parking facilities, including their stickier tenant base, lower maintenance demands, and resilience in shifting economic climates, making them a compelling option for consistent cash flow and long-term wealth. In this episode, we're discussing… Untapped Potential: Mobile home parks and parking lots offer lucrative, often overlooked real estate opportunities beyond traditional multifamily and fix-and-flip. Stable, Long-Term Holds: These asset classes are ideal for wealth preservation and consistent "mailbox money" with a long-term (10+ year) investment horizon. "Sticky" Tenants & Reduced Maintenance: Mobile home parks have lower turnover due to resident homeownership, and residents handle their own home maintenance. Operational Efficiencies: Fragmented "mom and pop" mobile home parks present opportunities for professional management to boost efficiency and revenue. Recession-Resistant Housing: Mobile home parks provide crucial affordable housing, making them more resilient during economic downturns. Straightforward Parking Investments: Parking lots and garages offer a simpler investment model with potentially lower maintenance needs. Passive Income Opportunities: Funds focused on these alternative assets provide passive income for investors seeking less hands-on management.      Resources from Kevin     LinkedIn | Sunrise Capital Investors | Real Estate Investing for Cash Flow Podcast     Resources from Mike and Nichole    Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Tired of the corporate rat race? Welcome to The Richer Geek Podcast! Today, we are joined by Cliff Nonnenmacher, a former Wall Street banker turned franchise expert. Cliff shares how he built a multi-brand franchise empire and why franchising is the ultimate shortcut to wealth. Learn how to ditch the traditional 9-to-5, leverage proven business models, and invest in recession-proof, AI-proof, and Amazon-proof industries like skilled trades, pet services, and biohacking. Discover the critical mistakes to avoid, the value of a franchise consultant, and the trending sectors that are booming. In this episode, we're discussing… From Wall Street to Franchising: Cliff's entrepreneurial leap from Wall Street investment banking to master franchising was fueled by a desire for autonomy and the discovery of franchising's scalable potential, highlighted by his "bad boss" moment and understanding the multi-tiered franchise model. Why Franchising Wins: Proven models, brand power, and higher EBITDA multiples. Trending & Recession-Proof Franchises: Investing in recession and AI-proof sectors like biohacking/wellness, skilled trades, pet services, and senior care, capitalizing on current trends and demographic shifts, is crucial for long-term franchise success. Avoiding Pitfalls: Rigorous due diligence, strategic franchise consultant guidance, and avoidance of emotionally driven decisions, particularly in volatile markets like food, are essential to mitigate risks and protect wealth. The Food Industry Trap: Why rising costs make food franchises risky in today's market. Time and Mindset: A disciplined, risk-aware mindset, understanding franchise timelines, and managing personal guarantees are critical for navigating the evolving business landscape, including the impact of AI. The value of Franocity: Franocity provides invaluable educational resources and personalized guidance, empowering individuals to make informed franchise investment decisions.  Resources from Cliff Nonnenmacher    LinkedIn | Franocity | Pursuit Of Profit Podcast Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Struggling to fund your real estate deals because banks keep saying no? In this episode of The Richer Geek Podcast, learn how to raise unlimited private money without ever asking. Say goodbye to traditional loans and slow approvals, and discover how to secure funding on your terms. Our guest, Jay Conner, has been a real estate investor since 2003, rehabbing over 450 homes and averaging more than $71,000 in profit per deal. With over $52 million in completed real estate transactions and experience mentoring more than 2,000 investors, Jay is a leading expert in private lending. He shares his proven system for attracting private lenders, building long-term funding relationships, and automating a seven-figure real estate business. Stop leaving money on the table and discover the strategies top investors use to scale their portfolios, secure private capital, and achieve financial freedom. In this episode, we're discussing: The Power of Private Money: Jay discovered private money after banks stopped lending to him, transforming his real estate business. Raising Millions Without Asking for Money: He developed a system to attract private lenders by educating them on safe and secure high-return opportunities. The Impact of Losing a Line of Credit : A sudden loss of bank funding in 2009 forced Jay to find alternative financing, which led to his breakthrough. Leveraging Self-Directed IRAs: Many private lenders use self-directed IRAs to fund deals tax-free or tax-deferred, a strategy unknown to most investors. Teaching, Not Selling: Instead of asking for money, Jay educates potential lenders on how they can benefit from private lending. Hosting Private Lender Luncheons: He raised nearly $1M in a single luncheon by providing value and explaining the opportunity. The “Good News” Call Strategy: Once a lender is educated, Jay calls with a deal, assuming they're ready to fund, removing any sense of desperation. Business Growth During a Financial Crisis: While others struggled in 2009, Jay's access to private money allowed him to triple his business. Learn the private money process: Jay offers a 7-day "Private Money Challenge" at privatemoneychallenge.com, for step-by-step training.      Resources from Jay Conner     LinkedIn | JayConner.com       Resources from Mike and Nichole     Gateway Private Equity Group |  Nic's guide | Franchise With Bob  

Welcome back to The Richer Geek Podcast! This week, we explore the highs and lows of entrepreneurship and uncover the secrets to building high-converting websites that drive real results. Our guest, Peter Guirguis, founder of SwiftPress Support, shares hard-earned lessons from business failures and reveals the key elements of high-converting landing pages, the evolution of SEO in the AI era, and the future of strategic web hosting. Plus, we discuss how video content and AI trends like AI agents are reshaping digital marketing. In this episode, we're discussing… Entrepreneurial Resilience: Peter's journey highlights the importance of perseverance, learning from failures, and the value of supportive relationships. His story emphasizes that success often comes after multiple setbacks. Landing Page Essentials: The hero section is crucial for capturing attention and speaking to the prospect's problems. Effective landing pages guide users seamlessly to the next step, maximizing conversions. SEO & AI Evolution: While Google remains dominant, AI is transforming search behavior. Building authority through quality content and obtaining backlinks is vital for improving DR ratings. AI content should be used as a template, not a replacement for original, human-created content. Video Content Strategy: YouTube is a powerful platform for building brand authority and warming up potential clients. Video content fosters deeper connections than written articles. Strategic Web Hosting: Investing in reputable web hosting is essential for website security and performance. Cheap hosting can expose your site to vulnerabilities and negatively impact your online presence. AI Agents & Future Trends: AI agents will automate multi-step tasks, transforming workflows. Adapting to AI trends and acquiring new skills is crucial for staying relevant in the evolving digital landscape. SwiftPress Support: Focuses on building sales-driven websites and providing advertising services. They help small businesses and entrepreneurs create effective online presences. Conversion Optimization: Understanding and implementing strategies to improve website conversions is essential for business growth. Domain Authority: Domain age and backlink quality are important for establishing authority in Google's search rankings.      Resources from Peter     LinkedIn |SwiftPress Support       Resources from Mike and Nichole     Gateway Private Equity Group |  Nic's guide | Franchise With Bob

Welcome back to another episode of The Richer Geek Podcast, and today we are joined by business strategist and 7-figure entrepreneur mentor Kareen Walsh! Kareen shares how she transitioned from self-employed consultant to scaling a thriving business that runs on just 10% of her time—while generating massive ROI. She reveals the keys to shifting from a "busyness" trap to true business ownership, leveraging your zone of genius, and implementing smart delegation strategies. Discover Kareen's EVOLVE methodology for sustainable growth, the power of automation and AI in scaling, and her groundbreaking Hey Kareen® AI App, designed to provide on-demand coaching. Learn how to identify your role as a CEO—whether you're a Creator, Entrepreneur, or Operator—and build a business that aligns with your vision while setting yourself up for long-term success. In this episode, we're discussing… Busy-ness vs. Business: Many entrepreneurs are trapped in "busy-ness" rather than actually running a business. The key is shifting from doing everything yourself to strategically leading and scaling. The Power of Delegation: If a task isn't worth your time financially or energetically, delegate it. Entrepreneurs often resist letting go, but leadership means oversight, not micromanagement. Scaling with Strategy: Kareen challenged herself to reach seven figures using only 10% of her time. The shift? Thinking like a business owner rather than a service provider. The Fulfillment Factor Exercise: List and rank tasks by how much they fulfill you (1-10). Keep tasks above an 8, delegate anything below a 7, and eliminate tasks under a 5. Leveraging AI & Automation: Entrepreneurs don't have to do everything manually. Automation, AI, and virtual assistants can free up time to focus on high-impact work. Coaching & Mentorship is Essential: Even successful business leaders continue learning and hiring mentors to gain perspective and grow. Scaling Impact with Innovation: Kareen created Hey Kareen® AI App to serve more people without stretching herself too thin, showing that growth comes from innovation, not just hard work.      Resources from Kareen Walsh     LinkedIn | Instagram | Hey Kareen®      Resources from Mike and Nichole     Gateway Private Equity Group |  Nic's guide | Franchise With Bob

In this episode of The Richer Geek Podcast, we are joined by Adam Callinan, founder of Pentane, an innovative e-commerce profitability system. Adam shares his journey from medical devices to creating the wildly successful BottleKeeper and how those experiences led to the development of Pentane. Discover how Pentane transforms raw e-commerce data into actionable insights, helping businesses of all sizes, especially early-stage consumer brands, achieve sustainable profitability. Learn how to move beyond guesswork and emotion and embrace a data-driven approach to your e-commerce strategy. Adam dives into the critical mistakes many businesses make, including arbitrary ad budgets and the hidden impact of fixed expenses, and how Pentane provides the tools to make informed decisions. In this episode, we're discussing… E-commerce Success Formula – Adam Callinan, founder of Pentane, shares how understanding financial and customer acquisition metrics helped scale BottleKeeper into an eight-figure business with just four employees. The Power of Real-Time Data – Pentane provides a live dashboard integrating expenses, revenue, and ad spend to help e-commerce businesses make data-driven decisions instead of guessing. Optimizing Profitability – Businesses can set financial goals (e.g., a 10% net margin) and use Pentane's system to backtrack the exact ad spend and revenue targets needed to achieve them. Beyond Trial & Error – Many e-commerce brands operate blindly, throwing money at ads without knowing their impact. Pentane replaces uncertainty with precise, actionable insights. Who It's For – Ideal for early-stage consumer brands (

Tired of the same old real estate investing strategies? It's time to think outside the box! In this episode of The Richer Geek Podcast, we are joined by Andy Kiel to explore powerful strategies like lease options, subject-to-deals, and tax-friendly investment structures. Andy shares how he transitioned from the frustrations of traditional landlording to mastering innovative investment tactics that generate cash flow, reduce risk, and help buyers who don't qualify for conventional loans. He breaks down how he finds and structures deals, partners with investors, and leverages tax benefits like Section 179 depreciation to maximize returns. With rising interest rates and a shifting market, creative financing is more important than ever. Whether you're an experienced investor or just getting started, this episode will give you insider knowledge to unlock hidden real estate opportunities and scale your portfolio—without relying on traditional bank loans. In this episode, we're discussing… Lease Options: Unlock the power of lease options to attract renters who aspire to be homeowners—perfect for self-employed individuals or those with credit challenges. Andy explains why this hybrid approach offers flexibility and profitability. Subject-To Transactions: Learn how to acquire properties by taking over existing mortgage payments—legally and ethically. Andy outlines how to avoid due-on-sale clause issues and structure deals the right way. Joint Venture Partnerships: Discover how strategic real estate partnerships can help you scale faster, whether you're targeting immediate cash flow, long-term appreciation, or tax benefits. Tax Benefits & Section 179 Depreciation: Find out how savvy investors use Section 179 depreciation to maximize deductions on HVAC systems, roofs, and even mature landscaping—legally reducing their taxable income. Navigating the Market: Interest rates are rising, but opportunities still exist. Learn how to negotiate, structure deals, and create cash flow in today's challenging real estate landscape. Finding Deals & Creative Financing: Andy reveals where he sources off-market deals—from wholesalers to realtors—and how he secures properties using seller financing, subject-to strategies, and joint ventures. Compounding Wealth: Understand the power of reinvesting cash flow to grow your portfolio steadily and build long-term financial freedom. Second-Chance Homeownership: Real estate investing isn't just about profits—it's also about helping families achieve homeownership when traditional lenders say no.   Resources from Andy LinkedIn | The Win3 Team  | (520) 539-9591 Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

The AI revolution is here, and it's a gold rush.  But are you protecting your valuable AI innovations?  This week on The Richer Geek Podcast, we talk with Robert Plotkin, a leading AI patent attorney with over 25 years of experience. Robert helps cutting-edge AI companies worldwide secure patents that not only protect their intellectual property but also drive profit. In this episode, we're discussing... Patents are more than just legal weapons; they are valuable business assets that can be licensed, sold, and used to attract investment. Patents provide a crucial deterrent against competitors, even if you never intend to initiate a lawsuit. They also significantly increase your company's valuation for potential acquisition. AI-assisted creations, including prompts and inventions developed using AI, can be patentable, but the specifics are crucial. Strategic IP is paramount for AI company success, impacting fundraising, profitability, talent acquisition, and exit strategies. While copyright and trade secrets offer some protection, patents provide unique and powerful safeguards for AI innovations. Patent litigation, though often expensive, is increasingly accessible to startups through innovative financing options. Early consultation with a patent attorney is vital to avoid inadvertently forfeiting patent rights through premature public disclosures. Resources from Robert LinkedIn | Blueshift IP | The Genie in the Machine  | AI Armor   Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Water is becoming one of the most valuable resources of our time, yet the industry remains outdated, centralized, and struggling to meet growing global demands. In this episode of The Richer Geek Podcast, we are joined by Riggs Eckelberry, a nationally-renowned entrepreneur and the founding CEO of OriginClear, who is on a mission to transform the water industry through decentralized solutions and innovative investment opportunities. With a background spanning technology, nonprofit leadership, and oceangoing navigation, Riggs brings a unique perspective to fixing a broken system. He's pioneering modular, plug-and-play water treatment systems, creating new ways for businesses and investors to participate in this essential market. In this episode, we're discussing... The water industry is facing a crisis: Aging infrastructure and increasing demand are creating a significant funding gap, leading to more frequent water main breaks and other problems. Decentralized water solutions are key: Treating water at the source (industrial, agricultural) relieves pressure on municipal systems and allows for greater water recycling. OriginClear's modular systems offer a solution: Their plug-and-play water treatment pods simplify the process for businesses and reduce upfront costs. Water-as-a-service is a game-changer: This model eliminates the need for businesses to invest in expensive equipment, making water treatment more accessible and affordable. It also creates a recurring revenue stream for investors. Investing in water is a smart move: The water industry is ripe for disruption, offering a unique investment opportunity with potential for high returns and positive environmental impact. Multiple investment options exist: OriginClear offers both crowdfunding (Reg A+) and accredited investor opportunities, making it accessible to a wide range of investors. Water stablecoins are on the horizon: This innovative financial instrument could further revolutionize the water industry by creating a more stable and transparent market. OriginClear is leading the charge: They are not only developing technology but also creating financial models and partnerships to drive widespread adoption of decentralized water solutions.   Resources from Riggs LinkedIn | OriginClear Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we're joined by Moshe Popack, a visionary third-generation entrepreneur and the owner and president of YMP Real Estate Management LLC. With a diverse real estate portfolio spanning six states, Moshe is passionate about community well-being, long-term wealth creation, and fostering connections. Beyond business, he shares his remarkable journey as a father of 11, offering insights into how he navigates entrepreneurship while maintaining a strong family foundation. We also explore his contrarian investment strategies, his take on today's real estate market, and the mindset shifts that have fueled his success. In this episode, we're discussing… The power of mindset and personal growth in achieving success Balancing business, family (with 11 kids!), and personal fulfillment Contrarian real estate investment strategies and market insights The role of philanthropy in creating lasting impact Tips for building a strong financial and family legacy   Resources from Moshe LinkedIn | YMP Real Estate Management LLC | Common Denominator Podcast Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to The Richer Geek Podcast! Today's guest is Chase Insogna, founder of Insogna CPA, a highly successful CPA and investment advisory firm based in Austin, Texas. Chase specializes in helping business owners not only manage their finances but also strategically grow their wealth while building their businesses. In this episode, we're discussing... Why finding a CPA who doubles as a business advisor can transform your financial strategy The importance of proactive communication and collaboration with your CPA What to expect during the client onboarding process with a CPA Proven strategies to minimize taxes and save money as a business owner Smart investment approaches to build long-term wealth while running a business   Resources from Chase LinkedIn | Insogna CPA  Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to another episode of The Richer Geek Podcast! Today, Mike is joined by Paul Deloughery, a seasoned attorney with 25 years of experience in probate and trust law. Paul is the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer and Probate Made Simple. Paul's journey into the realm of probate law is deeply personal. After facing the challenges of managing an unexpected inheritance without proper guidance, he recognized the profound need for expert legal support during critical times. This experience inspired him to create Probate Made Simple and shaped his philosophy of offering compassionate, clear, and personalized legal assistance. In this episode, we're discussing… Lessons from Losing Millions: Paul's journey from inheriting $28M to losing much of it, and the valuable insights he gained along the way. The Realities of Probate Litigation: Why even well-drafted trusts and wills can lead to family disputes and court battles. Family Wealth Transfer Myths: Understanding the "shirt sleeves to shirt sleeves" phenomenon and why most financial windfalls don't last. Essential Probate Planning Tips:      - The importance of clear communication with beneficiaries.      - How to build trust and prevent disputes before they arise.      - Why documentation is necessary but not sufficient for a smooth wealth transfer. Breaking Generational Wealth Cycles: Steps families can take to ensure long-term financial stability and harmony. Resources from Paul LinkedIn | Sudden Wealth Protection Law | Lasting Wealth: A Revolutionary Method of Family Wealth Transfer | Probate Made Simple  Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Join us for another exciting episode of The Richer Geek Podcast as we dive into the transformative world of data and technology with Collin Graves, CEO of North Labs, a leading fractional cloud data analytics firm that has helped over 1,000 organizations unlock their potential through data-driven strategies. If you're curious about leveraging cloud strategies, unlocking AI's potential, or optimizing your data for success, this conversation is packed with valuable insights you won't want to miss! In this episode, we're discussing… Collin Graves' inspiring journey from the Air Force to founding North Labs. The role of cloud data analytics in driving transformative business success. Insights on AI adoption: the opportunities, pitfalls, and the strategic approach organizations need. How North Labs helps businesses unlock the power of data for operational efficiency and predictive insights. The future of AI and its potential impact on industries.   Resources from Collin LinkedIn | North Labs | Special Audience Giveaway: Build My Data Blueprint Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Happy New Year, and welcome back to The Richer Geek Podcast! In this episode, Daniel Barnard, host of CapitalFit and experienced investor, shares tips on raising capital, building networks, and growing your business. With 27 years in the industry, Daniel offers practical advice for entrepreneurs on securing funding and attracting the right partners. Join us as we dive into Daniel's expertise, his work with startups like MedWatch, and his passion for creating impactful ventures.  In this episode, we're discussing... The Role of a Connector: Learn how Daniel bridges the gap between founders and investors to fuel business growth. Capital Raising Insights: Explore strategies for raising capital, from crowdfunding to angel investing, and what it takes to succeed. Reinvention Through Passion: Discover how Daniel pivoted from a 25-year career in finance to building impactful ventures in MedTech and beyond. The Power of Intentional Networking: Hear how focus, prayer, and alignment help attract the right opportunities and people at the right time.   Resources from Daniel LinkedIn | CapitalFit | CapitalFit Podcast Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Merry Christmas and welcome back to another episode of The Richer Geek Podcast! Today, we have a special guest, Joseph LoPresti, a seasoned founder of Arlington Wealth Management with over 39 years of experience in the financial services industry. Joseph is passionate about helping business owners achieve financial security and prosperity. In this episode, Joseph shares his insights on the unique challenges business owners face when it comes to financial planning. He discusses the importance of having a personal CFO, creating a proactive planning team, and leveraging virtual family offices for expert advice. Joseph also talks about his co-authored book, "Exit by Design," which provides a roadmap for business owners to design their ideal exit strategy. In this episode, we're discussing: The Importance of a Personal CFO: Business owners need a dedicated financial strategist to coordinate their personal and business finances, identify overlooked opportunities, and guide them towards their financial goals. Proactive Exit Planning: Don't wait until the last minute to plan your business exit. Develop a comprehensive exit strategy early on, considering your personal goals, desired lifestyle, and potential transition options. Leveraging a Virtual Family Office: Gain access to a team of specialized advisors, including tax experts, wealth managers, and legal professionals, without the high cost of a traditional family office. Achieving Financial Freedom: Define your "freedom point" – the point at which you have accumulated enough wealth to live your ideal life without financial constraints.   Resources from Joseph LinkedIn | Arlington Wealth Management | "Exit by Design” Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to another episode of The Richer Geek Podcast! Today, we have a very exciting guest, Kevin Davis. Kevin's journey began as a recording artist signed with Warner Brothers Records, but his passion for finance led him to Wall Street, where he gained experience as a stockbroker. Seeing a need for accessible investment education, he created Investment Dojo, a gamified stock simulator app that helps people of all ages build confidence in investing. In this episode, Kevin shares his inspiring story, discusses the importance of understanding your investments, and explains how Investment Dojo is empowering families to learn about the stock market together. In this episode, we're discussing: Challenging Start: Kevin was kicked out of his house at 17, living place-to-place while juggling part-time work at UPS and college. Wall Street Entry: Inspired by the movie Trading Places, Kevin began his Wall Street career at Stratton Oakmont after a serendipitous conversation with a neighbor. Research Skills: Kevin mastered stock research by focusing on free cash flow and business models—skills that became the cornerstone of his success. Founding Investment Dojo: During his retirement, Kevin recognized the lack of accessible financial education. He founded Investment Dojo to teach others how to research and build wealth. Education-First Approach: Kevin emphasizes teaching people how to analyze stocks and make informed decisions rather than relying on stock picks.   Resources from Kevin LinkedIn | Investment Dojo | Who's Your Daddy by Kevin Davis Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we're joined by Greg Mohr, author of "Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used for Building Wealth." Greg dives deep into the world of franchising, exploring its different forms, investment levels, and how it can be a path to financial freedom.   In this episode, we're discussing:  Diverse Franchise Models: Franchising is not confined to traditional brick-and-mortar brands like McDonald's or Taco Bell. It spans essential services (e.g., HVAC, plumbing, senior care), boutique fitness centers, and innovative e-commerce or cloud-based franchises. Investment Ranges and Risks: Initial investments vary significantly. Brick-and-mortar franchises often require $250K+ with higher overhead, whereas service-based or home-run models may start around $150K. Each option presents unique risks and rewards. Tailored Involvement: Franchising offers flexibility for different involvement levels. Semi-absentee owners typically spend 10–15 hours per week managing finances and overseeing teams. However, thoroughly vetting managers and franchise systems is critical. Post-COVID Shifts: Investors are increasingly drawn to essential services like home maintenance or tutoring, which remain in demand during economic shifts, rather than high-overhead, location-dependent franchises. Due Diligence and Strategy: Passion alone doesn't guarantee success. Prospective franchisees should analyze financial projections (pro forma), assess market potential, and consult existing franchisees about profitability and risks. Collaborating with a franchise consultant, like Greg, can align business goals with the right opportunities. Resources from Greg LinkedIn | Franchise Maven  | Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used For Building Wealth Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! We hope you had a wonderful Thanksgiving last week filled with gratitude, good food, and great company. As we dive into December, we're bringing you an exciting discussion about the power of gold in today's economy. Today, we're joined by Dean Heskin, President and CEO of Swiss America Trading Corporation, to explore why gold remains a top safe haven investment. With nearly three decades of expertise, Dean shares his insights on why gold is expected to experience significant gains in the coming years, despite financial instability. Be sure to check out  FAQs About Gold Investing for everything you need to know about making smart decisions in this gold rush. In this episode, we're discussing: Soaring National Debt: The U.S. national debt continues to climb, with daily interest payments reaching a staggering $3 billion. Gold's Bullish Outlook: Economic uncertainty and rising debt are driving predictions of significant growth for gold in the coming years. BRICS Challenge to the Dollar: The BRICS alliance, with its new gold-backed currency, is poised to disrupt the global financial landscape. Safeguarding Wealth: As inflation and debt concerns persist, gold is emerging as a popular safe-haven investment for individuals and institutions alike. Timing Your Gold Investment: Learn why experts believe now is an opportune moment to consider adding gold to your investment portfolio.   Resources from Dean LinkedIn | Swiss America Trading Corporation | FAQs about gold investing Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to another episode of The Richer Geek Podcast! Today, we're diving deep into the transformative world of co-living with Grant Shipman, a leading authority in this booming real estate niche. As the founder of Livingsmith, Grant has achieved an extraordinary 97% lifetime occupancy rate and an average tenant stay of 25.2 months. He shares how a chance discovery and lessons from intentional living communities catapulted him from delivering pizzas to achieving financial freedom in just 15 months. Discover what co-living truly means, why it's not just "renting by the room," and how this model combines the best of single-family and multifamily investments. Plus, learn the essentials for creating healthy, thriving shared spaces and how you can turn your properties into cash flow powerhouses. In this episode, we're discussing: The Basics of Co-living: Understanding the concept and its advantages over traditional rentals. Building a Thriving Co-living Community: Tips for fostering positive relationships among residents. Maximizing Your Investment: Strategies for selecting the right properties and optimizing rental income. Navigating Legal and Regulatory Hurdles: Staying compliant with local laws and regulations. Leveraging Technology: Tools and platforms that streamline co-living operations.   Resources from Grant LinkedIn | The Livingsmith Podcast | LivingsmithPro.com | Co-Living 5 Day Challenge Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

On today's episode of The Richer Geek Podcast, we have the extraordinary David Drebin, a multidisciplinary artist working in various art forms, producing limited edition works including Photographs, Lightboxes, Neon Light Installations, Diamond Dust works and more. David shares his unique approach to empowering individuals to uncover their hidden potential. From his early days as a photographer to his current mission of inspiring others, he offers valuable insights into creativity, self-discovery, and the transformative power of human connection. In this episode, we're discussing... The Power of Self-Understanding: David emphasizes the importance of knowing oneself as a foundation for understanding others. The Creative Process: He discusses the importance of fear and discomfort in the creative process, and how to embrace them to produce groundbreaking work. Unleashing Your Superpower: Learn how David helps people identify their unique talents and passions through insightful conversations and intuitive understanding. The Impact of Human Connection: Discover the transformative power of genuine human connection and how it can inspire and empower individuals. From Park to Broadway: The vision for a global, interactive platform to inspire and uplift.   Resources from David Instagram | Website  Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to another episode of The Richer Geek Podcast. Today, we talked to Kevin White, co-founder of Exbo Group, a firm specializing in finance operations, strategy support, and M&A diligence for growth-stage companies. Kevin shares valuable insights on fundraising strategies, financial operations, and M&A diligence. In this episode, we're discussing... The Changing VC Landscape: Learn how the VC landscape has shifted post-pandemic, with a focus on profitability and cash efficiency. The Role of the Modern CFO: Discover the essential qualities of a modern CFO and how Exbo Group helps companies build strong financial teams. Fundraising Strategies: Gain practical tips on crafting compelling pitch decks and navigating the fundraising process in a challenging market. The Importance of Financial Discipline: Understand the critical role of financial discipline in securing investments and achieving long-term success. The Power of M&A: Explore the strategic advantages of mergers and acquisitions and how to execute them successfully. The Future of Venture Capital: Gain insights into emerging trends and opportunities in the VC industry.   Resources from Kevin LinkedIn | Exbo Group | Email Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we're joined by Jonathan Blau, founder and CEO of Fusion Family Wealth, a Long Island-based, fee-only registered investment advisory firm. Jonathan shares his expertise on behavioral finance and the techniques he uses to help clients make rational, well-informed financial decisions—even under stressful market conditions. Jonathan breaks down the psychology behind wealth management, explaining why many investors struggle with emotional decisions and how he guides his clients to avoid common pitfalls. He shares powerful insights on the difference between currency and money, a fundamental concept that can reshape how you view wealth and investment. Whether you're just starting your wealth journey or looking to refine your approach, this episode is packed with actionable advice that can help you navigate financial decisions with confidence. In this episode, we're discussing… The distinction between "currency" and "money" and why it matters for financial planning. Emotional Investing is Harmful: Emotional responses to market fluctuations can lead to poor decision-making and significant financial losses. Focus on Long-Term Goals: Prioritize long-term financial goals over short-term market noise. Diversification is Key: A diversified portfolio can help mitigate risk and improve overall returns. Professional Advice: Consider consulting with a financial advisor to develop a personalized financial plan. Educate Yourself: Continuously learn about personal finance and investing to make informed decisions. Resources from Jonathan LinkedIn | Fusion Family Wealth Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to another episode of The Richer Geek Podcast! Today, we are joined by Will Basta, an entrepreneur and co-founder of ACV Partners. He shares his background, insights into building e-commerce brands, and the secrets behind sustainable investment models. Discover how ACV Partners supports clients in creating profitable, multi-channel e-commerce businesses and the cutting-edge strategies that make them successful in today's competitive digital marketplace. In this episode, we're discussing... Is E-commerce really the new real estate? We'll explore the potential for building a passive income stream through online businesses. The Genesis of ACV Partners: Spotting the need for reliable infrastructure in e-commerce investments, Will and his co-founder launched ACV Partners to offer hands-off, sustainable investment opportunities for clients.Platforms and The The power of social commerce: Learn how leveraging influencers and micro-influencers can skyrocket your sales. Building a brand for an exit strategy: We'll discuss how to create a valuable E-commerce business that you can eventually sell. From office worker to digital nomad: Will shares his insights on achieving location independence through E-commerce. Even if you already have a small E-commerce shop, this episode is for you! We'll discuss how ACV Partners can help you take your existing business to the next level.   Resources from Will LinkedIn | ACV Partners | Email Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to The Richer Geek Podcast! In today's episode, we are joined by Eric Fiegoli, co-founder of Exbo Group. Since 2017, Exbo has supported over 50 growth-stage companies across industries like software, education, and healthcare. Eric shares his journey from being a senior product manager at Amazon to helping startups scale by offering financial, operational, and strategic expertise. Tune in to learn when to hire a CFO, the benefits of fractional CFOs, and how Exbo guides startups through fundraising and financial planning. In this episode, we're discussing… Eric's career shift from Amazon to co-founding Exbo Group Financial Planning for Growth: Understand the importance of financial planning, budgeting, and forecasting for startups at various stages. The Role of a Fractional CFO: Learn how a fractional CFO can provide valuable expertise and support to growing businesses. Balancing Growth and Profitability: Discover key metrics to track and strategies to optimize for sustainable growth and profitability. Navigating the Current Economic Landscape: Get insights into the current state of the VC market and potential trends for 2025. Building a Strong Financial Foundation: Understand the importance of financial operations and how to avoid common pitfalls. Resources from Eric LinkedIn | Exbo Group | Email Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to The Richer Geek Podcast! In today's episode, we're joined by Nicholas Spezio, M&A advisor at Exbo Group, to explore the world of mergers and acquisitions (M&A) for FinTech businesses. Whether you're a founder considering selling your startup or curious about the current M&A landscape, this episode is full of valuable insights you won't want to miss. Why You Should Listen: Are you wondering if now is the right time to sell your FinTech startup? Confused about how the current M&A environment is affecting valuations? Worried about navigating the complexities of financial due diligence? In this episode, we also discuss: Uncertainty is Always Present: Learn how to adapt and embrace flexible deal structures to mitigate risks in M&A. Tax and Legal Support is Crucial: Navigate complex tax liabilities and negotiate favorable terms with expert guidance. Quality of Revenue Matters: Prioritize recurring revenue streams to achieve higher valuations in the sale of your business. Manage Seller Expectations: Understand current market realities and consider earnouts to maximize future growth potential. Financial Due Diligence Uncovers Risks: Identify potential tax exposures and negotiate settlements before closing the deal. Fractional CFOs for Founders: Offload accounting tasks and gain valuable financial insights by utilizing a fractional CFO. Right Buyer, Right Time: Focus on strategic alignment with buyers to ensure a smooth and successful exit. Resources from Nicolas LinkedIn | Exbo Group | Email Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Welcome back to another episode of The Richer Geek Podcast! Today, we dive into the world of salon suite franchises with beauty industry expert Karen Kaminski, founder of Allure Salon Suite Consulting. Karen shares her unique journey from starting in the beauty business to launching and scaling private salon suite facilities across the USA. Whether you're an investor or a beauty professional, Karen offers insights on how the salon suite model provides a profitable, semi-absentee income opportunity. Listen in as she discusses key business strategies, site selection tips, and the booming demand for salon suites in the post-pandemic era. In this episode, we're discussing... Recession-proof industry: Beauty services are essential and always in demand. Salon suite franchises offer a semi-absentee business model with high-profit potential. Karen Kaminski emphasizes the importance of selecting the right location and understanding local regulations for salon suite setups. Investors from various industries (not just beauty) are finding success in this business model. Salon suites cater to independent beauty professionals, helping them grow their businesses in a more flexible and profitable environment. Karen shares her method of reducing upfront investment costs by negotiating tenant improvement (TI) money with landlords. Resources from Karen LinkedIn | Allure Salon Suite Consulting | Karen's Email Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

We welcome back Jacob Vanderslice, Principal of VanWest Partners, a Denver-based real estate firm managing over $195 million in assets. Jacob discusses the challenges of today's real estate market, from rising interest rates to shifting investor sentiment. He shares strategies for managing risk, the effects of market fluctuations on self-storage investments, and how VanWest uses conservative underwriting to stay resilient. Tune in for his insights on the state of real estate, the bid-ask spread, and the importance of conservative leverage in today's economy. In this episode, we're discussing... Challenges in the Market: Jacob discusses the difficulties faced in capital raising due to rising interest rates and how they've impacted real estate transactions. Risk Mitigation: VanWest Partners takes a conservative approach to underwriting, ensuring their models account for possible market fluctuations. Investor Sentiment: The episode covers the shift in investor behavior, with many opting for safer investments like treasury bonds over riskier real estate projects. Bid-Ask Spread: Jacob highlights the gap between buyer and seller expectations, particularly in self-storage and other asset classes, as interest rates affect asset valuations. Self-Directed IRAs: Learn how investors can use self-directed IRAs to invest in private real estate vehicles and the tax implications of using retirement accounts versus cash.   Resources from Jacob LinkedIn | VanWest Partners | Jacob's Email Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast. Today, we have Ben Fraser, CIO of Aspen Funds, discussing their unique approach to investing. Aspen Funds focuses on "Macro-Driven Alternative Investments," leveraging macro trends to identify opportunities across various asset classes. In this episode, we're discussing... Aspen Funds leverages macro trends: They analyze the big picture to identify long-term tailwinds and invest in asset classes positioned to benefit. Investment diversification: They invest in a variety of asset classes including real estate debt, private credit, industrial development, and oil & gas. Oil & Gas as an Opportunity: While the current administration prioritizes renewable energy, Ben Fraser argues that limited supply and increasing demand will drive oil prices higher in the coming years. Impact of Inflation & Interest Rates: Ben discusses the potential for higher interest rates for longer and the implications for commercial real estate. Investing During Uncertain Times: While the market may be volatile, downturns can present opportunities for investors with a long-term perspective. Resources from Ben LinkedIn | Aspen Funds | Invest Like A Billionaire Podcast Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Do you feel like your money narrative is holding you back? In this episode of The Richer Geek Podcast, Amy Cook, financial advisor and founder at Maven Lane Financial Group, shares insights on how your money narrative can impact your financial decisions. She discusses how to build lasting legacies through effective financial planning strategies, overcome your money narrative, find the right financial advisor, and start planning for your future. You'll also learn tips for talking to aging parents about their finances and how to create a plan for your children's education. Whether you're just starting out or looking to elevate your finances, this episode is packed with valuable information. In this episode, we're discussing... Financial planning is a process, not a one-time event. Your money narrative can shape your financial decisions. It's important to find a financial advisor you trust and feel comfortable with. When talking to aging parents about their finances, start by offering to meet with their advisor. Consider creating a master binder with important financial documents and information. There are different levels of financial planning available, depending on your needs. Starting early with college planning can help offset the costs. Financial success is a marathon, not a sprint. Don't get discouraged if you don't make progress overnight.   Resources from Amy LinkedIn | Maven Lane Financial Group | Money Narrative Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! In today's episode, Andy Lee, the Founder and Chief Investment Officer of Parallaxes Capital, joins us to discuss his journey into capital investment and the founding of Parallaxes Capital, the only asset manager dedicated solely to Tax Receivable Agreements (TRAs). They explore the emerging world of TRAs, a unique asset class gaining popularity in major IPOs like GoDaddy and Shake Shack. Andy explains what TRAs are, how they function, and why they're becoming an essential tool for companies going public. He also addresses some common misconceptions about TRAs and shares how Parallaxes Capital is educating and providing liquidity to TRA holders. In this episode, we're discussing… Introduction to TRAs: Learn about Tax Receivable Agreements, a growing asset class used by companies during IPOs to create long-term cash flows similar to royalties. History and Evolution: Andy explains how TRAs evolved, comparing them to other asset classes like mineral and air rights, highlighting their hidden value. Opportunities and Criticisms: Discover the benefits TRAs provide to founders and shareholders, along with some common criticisms, such as the perception that they mainly benefit company insiders. Parallaxes Capital's Role: Understand how Parallaxes Capital supports TRA holders by providing liquidity and educating them on the value of their assets. Investment Insights: Insight into how TRAs create uncorrelated returns, making them an attractive option for investors seeking diversification beyond traditional assets.   Resources from Andy LinkedIn |  Parallaxes Capital  Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide

We hope you've enjoyed the long weekend! Welcome back to another episode of The Richer Geek Podcast. Today, we're diving into the world of distressed notes with Chris Seveney, CEO and co-founder of 7e Investments. Discover how to generate passive income and potentially help homeowners facing difficulties by investing in distressed mortgages. Learn about the benefits of this alternative real estate strategy and how to get started with a minimum investment of $5,000. In this episode, we're discussing... Chris Seveney's Background: From civil engineering to real estate and finally into note investing, Chris's path was driven by a desire to create a different kind of impact in real estate. Alternative to Traditional Real Estate Investing: Invest in mortgage notes (debt) instead of physical properties to avoid property management headaches. Helping Borrowers & Earning Passive Income: Focus on "fixing & flipping notes" by working with borrowers facing hardship to keep them in their homes while generating cash flow. Focus on Middle-Income Properties: Target geographically diverse middle-income properties for a balance of risk and reward. Regulation A+ Fund: Invest in a Regulation A+ fund with a minimum investment of $5,000 for access to this niche investment strategy and potential for monthly distributions of 8-11%.   Resources from Chris LinkedIn | Email | 7e Investments  Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Chasing knowledge, not money, is the guiding principle discussed in this episode of The Richer Geek Podcast. Joining us today is Darin Davis, co-founder of Club Capital, to discuss the critical role of preferred equity in today's real estate market. With over 20 years of experience, Darin shares his journey from traditional employment to becoming a successful real estate investor. Tune in to learn how Darin utilizes preferred equity to support developers and secure safe, profitable investments, ensuring sustainable growth even during volatile market conditions In this episode, we're discussing... Mindset Shift: Darin Davis emphasizes the importance of shifting from a paycheck mentality to focusing on financial independence and asset control. The Power of Mentorship: Davis shares how invaluable mentorship and learning opportunities are, sometimes more valuable than immediate financial gains. Raising Capital: Learn about the pivotal role of raising capital in real estate and how leveraging others' money can accelerate your success. Navigating Market Shifts: Insight into how to adapt and thrive through major market changes, particularly in the real estate sector. Strategic Partnerships: Davis highlights the importance of choosing the right development partners and staying focused on your market. Preferred Equity Investments: Explore how preferred equity can provide investors with safer, cash-flowing, short-term opportunities in volatile markets.   Resources from Darin LinkedIn | Club Capital  Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Are you frustrated with traditional IRAs and 401(k)s limiting your investment options? Do you wish you could use your retirement savings to invest in real estate, gold, or even Bitcoin? If so, this episode is for you! Today on The Richer Geek Podcast, we sit down with Parker Pursell, President and CEO of eQRP, to explore his journey from a family-owned fertilizer business to leading a financial company that empowers investors to take control of their retirement funds. Learn how Parker transitioned from agriculture to finance and discover the innovative ways eQRP helps investors unlock the potential of their retirement savings. In this episode, we're discussing… Self-Directed 401(k) vs. IRA: Learn why a self-directed 401(k) is often more advantageous than an IRA, particularly in debt-leveraged investments, where it can save you significant tax liabilities. Alternative Investments: Understand how eQRP empowers investors to diversify their retirement portfolios with alternative assets like real estate, gold, and Bitcoin, without the limitations of traditional financial systems. Financial Freedom through eQRP: Explore how eQRP is revolutionizing financial freedom by providing investors with the tools, education, and control needed to maximize their retirement savings. Parker's Personal Journey: Get inspired by Parker Pursell's unconventional path from a family-owned fertilizer business to becoming a financial industry leader, emphasizing the importance of continuous learning and value-driven leadership. Actionable Tips: Gain insights into strategic moves that could potentially save you hundreds of thousands in taxes by transitioning your IRA into a self-directed 401(k) with eQRP.   Resources from Parker LinkedIn | eQRP | Turnkey Retirement Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast. Dave Wolcott, founder of Pantheon Investments, returns to share insights on new investment opportunities, including private credit. Learn about alternative investments, tax optimization, and real estate strategies to grow your wealth. Don't miss this episode for expert advice and actionable strategies to achieve your financial goals.   In this episode, we're discussing... Portfolio Allocation is Key: Focus on a few key sectors and diversify within those sectors to reduce risk. Alternative Investment Strategies: Explore alternative asset classes like private credit, which offer high growth, are non-correlated to the stock market, and provide steady cash flow. Uncertainty Creates Opportunity: Don't be afraid of market uncertainty. Look for ways to use uncertainty to your advantage and create certainty in your financial future. Building Your Wealth Pyramid: Consider using Infinite Banking and whole life cash value policies as the foundation of your wealth pyramid. These strategies are non-correlated to the market, offer multiple benefits, and provide stability. Define Your Certainty Needs: Identify what financial certainty means to you (e.g., emergency fund, passive income) and develop strategies to achieve it.   Resources from Dave LinkedIn | Pantheon Investments | The Holistic Wealth Strategy   Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we're switching things up a bit. While we usually focus on investments, this time we're diving into finance. Our guest is Emmanuel Daniel, an author, entrepreneur, and corporate strategist. As a global thought leader on the future of finance and its impact on business and society, Emmanuel is a member of the Forbes Business Council and was listed as a top 10 global influencer in the "FinTech Power50" in both 2021 and 2022. He is also the founder of the research publication and consulting house, TAB Global. In this episode, we're discussing... Transformation of Banking: The digitization of banking has drastically changed the industry, making transactions faster and more efficient. Future of Finance: As industries become more digitized, the nature of assets and investments will continue to evolve, impacting how people view and manage wealth. Global Economic Dynamics: The intertwined economic relationship between the US and China showcases the complexity of global trade and the significant impact of geopolitical decisions. US Economic Strengths: The US excels in information handling and liquidity in capital markets, setting it apart from other economies. Socialism vs. Capitalism: The US has largely rejected the socialist model, focusing on market-driven solutions, whereas other countries like Sweden and Norway provide examples of successful socialist policies. Local Community Influence: In the US, the role of local communities is crucial in creating social safety nets, reflecting the nation's diverse approach to balancing market forces and social needs.   Resources from Emmanuel LinkedIn | Emmanuel Daniel's website | The Great Transition Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Welcome back to The Richer Geek Podcast! Today, we're joined by Whitney Elkins-Hutten, a real estate expert dedicated to helping busy professionals build wealth. Whitney's journey started in 2002 and has since grown into a career filled with impressive achievements. She is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, and author of "Money for Tomorrow: How to Build and Protect Generational Wealth." Whitney is also a partner in over $800MM in real estate, including 6500+ residential units, 15 car washes, and 2200+ self-storage units across 11 states. In this episode, we're discussing... From Humble Beginnings to Real Estate Mogul: Whitney's journey from accidental landlord to a multi-million dollar real estate portfolio. Multifamily Market Outlook: While multifamily remains a strong asset class, careful market selection is crucial due to current economic challenges. Express Car Washes: A Shiny New Investment: The express car wash industry offers promising investment opportunities with its membership-based model. Passive Investing Made Accessible: PassiveInvesting.com provides a platform for investors to access real estate opportunities. Financial Foundation First: Whitney emphasizes the importance of building a strong financial foundation before investing. Knowledge is Power: Understanding investment principles is key to making informed decisions, according to Whitney. Resources from Whitney LinkedIn | PassiveInvesting.com | AshWealth.com  Money for Tomorrow: How to Build and Protect Generational Wealth Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we're chatting with Shane Mishler, COO of SD Tech, reveals how outsourcing IT quadrupled his revenue in just 5 years. Learn how to supercharge your business, boost efficiency, and unlock massive growth. Plus, get insider tips on building a thriving tech business, delivering top-notch customer service, and expanding your MSP reach. In this episode, we're discussing… Outsourcing IT Can Quadruple Revenue: Shane Mishler, COO of SD Tech, shares his experience of how outsourcing their IT team led to a 4x increase in revenue within 5 years. Focus on Customer Service: Customer service is a core value at SD Tech. They believe in building strong relationships with their clients and prioritize addressing their emotional needs alongside technical problems. Managed Service Provider (MSP): SD Tech is an MSP that offers IT support to small and medium-sized businesses. They handle everything from network management to cloud migration and troubleshooting technical issues. SD Tech Franchise Opportunity: SD Tech recently launched a franchise program. This allows individuals to leverage their existing business development skills and SD Tech's proven model to establish their own IT support business. No Prior Tech Experience Required: While some technical knowledge is helpful, SD Tech franchisees don't need to be experts. The ideal candidate is someone with strong sales experience and the ability to build relationships. Training and support are provided by SD Tech.   Resources from Shane LinkedIn | SD Tech | 6 Tech Traps That Can Stop Your Start-up Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Ever wish you could predict market movements? Today on The Richer Geek Podcast, we explore how AI can spot hidden signals in the market. Andrew Einhorn, Chief Executive Officer and co-founder of LevelFields, joins us to reveal how AI can identify events that impact stock prices. Learn how to leverage AI for smarter investing! In this episode, we're discussing... Introduction to LevelFields: Learn about Andrew Einhorn's journey from an epidemiologist to the CEO and co-founder of LevelFields, an AI-driven FinTech application designed to streamline investment research. AI in Investment Research: Discover how LevelFields leverages AI to automate and simplify the process of investment research, enabling investors to identify opportunities quickly and efficiently. Event-Driven Analysis: Understand how LevelFields focuses on event-driven analysis, monitoring US stocks 24/7 to find events that significantly impact share prices, while ignoring irrelevant noise and opinions. Case Studies: Hear examples of how identifying events such as dividends, buybacks, and market trends can lead to significant investment opportunities, illustrated by real-world scenarios like the rise of coal companies during the Russia-Ukraine conflict. Market Manipulation and Bias: Learn how LevelFields cuts through market manipulation and biased information, providing users with clear, data-driven insights that help them make informed decisions. Future of AI in Investing: Explore the potential future applications of AI in the investment world and how it can make sophisticated financial strategies accessible to everyone, regardless of their level of expertise.   Resources from Andrew LinkedIn | LevelFields AI Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Welcome to another episode of The Richer Geek Podcast. Today, we are joined by Mark Murphy, CEO of Northeast Private Client Group and a renowned expert in financial planning and wealth management. He explains the importance of building multiple income streams and designing a life with intention. Discover the principles of cash confidence, the significance of investing in your money-making endeavors, and the importance of creating both paychecks and playchecks. Learn how an entrepreneurial mindset and strategic collaboration can transform your financial future. Plus, explore Mark's book, 'The Ultimate Investment,' and uncover the secrets to achieving financial freedom. In this episode, we're discussing: Cash Confidence: Importance of maintaining liquid assets or reliable income streams to navigate financial challenges. Money Machine: Investing in one's business to generate a significant return on investment. Paychecks vs. Playchecks: Differentiating between income-generating assets and expendable assets for financial stability. Entrepreneurial Mindset: Emphasizing strategic planning and financial engineering to create multi-generational wealth. Collaboration Over Isolation: Working with a team of financial experts to optimize wealth management. Transformational Language: Using impactful, memorable language to reinforce financial strategies and principles. Invest in Yourself: Continual self-improvement and education to advance career and financial goals. Diversified Asset Classes: Understanding the significance of various asset classes beyond traditional investments. Resources from Mark Email | Northeast Private Client Group | Contact number: 973-422-9140  Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we have Byron Wolfe, founder of CFOAF, sharing unparalleled tax benefits and insider tips to help you master business financial principles. With Byron's expertise in hospitality real estate and real estate investment, you'll discover strategies to maximize your average return on investment and position your business for long-term success. In this episode, we're discussing: Understand common early business mistakes and how to avoid them Leverage unmatched tax benefits to save your business money Optimize your cash flow for better financial stability Learn the importance of focusing on profitability Maximize your average return on investment (ROI) Implement strategic financial planning for sustained growth Resources from Byron LinkedIn | CFOAF Resources from Mike and Nichole Gateway Private Equity Group | REI Words | Nic's guide  

Welcome back to another episode of The Richer Geek Podcast! Today, we have Kim Daly, one of America's top franchise consultants, host of Kim Daly TV on YouTube, author, speaker, thought leader, and franchising expert.Kim shares insights on how to break free from the corporate grind, the benefits of franchising, and how to find the right franchise. If you're stuck in your nine-to-five and dreaming of owning a franchise, this episode is for you.  In this episode, we're discussing... Franchise vs. Entrepreneurship: Understanding the benefits of franchising, including systems, processes, and support that reduce the risk of failure compared to starting a business from scratch. Importance of Leadership: The success of a franchise is heavily dependent on strong, experienced leadership within the franchise system. Matching Process: Using a franchise consultant like Kim Daly to match your skills, goals, and lifestyle preferences with the right franchise opportunity. Economic Resilience: How franchises can thrive during economic downturns due to strong leadership and adaptive business models. Scalability: The importance of scalability in franchising to achieve financial success, often requiring multiple units or locations. Predictable Revenue Models: Focusing on franchises with membership models for predictable and consistent revenue.   Resources from Kim LinkedIn | The Daly Coach | Kim Daly TV Resources from Mike and Nichole Gateway Private Equity Group | REI Words | Nic's guide