Podcasts about accredited investors

Want to learn more about investing in real estate? Visit https://www.therealestateinvestingclub.comInterested in investing in my projects? Visit https://www.kaizenpropertiesusa.com0:00 - Introduction to Lane Kawaoka from The Wealth Elevator2:24 - Lane's journey from Seattle engineer to buying 11 rental properties5:43 - The billion-dollar operator club: How Lane reached massive-scale real estate9:32 - Why Lane believes real estate's golden age of free money is over12:58 - The accredited investor secret trifecta: Real estate, taxes, and infinite banking16:38 - Why being sued is inevitable in real estate business (and how to handle it)20:51 - Diversification strategies: Moving from real estate into private equity26:51 - The four floors of The Wealth Elevator explained35:14 - How commercial real estate crashed 20-30% and what Lane learned40:45 - Lane's predictions for the next market cycle across asset classesTHE WEALTH ELEVATOR FRAMEWORK

Kevin Harrington takes us on a thrilling journey from his early days as the pioneer of the infomercial industry to becoming a powerhouse investor and Shark Tank celebrity. With remarkable candor, he reveals how acquiring unused cable television time in the 1980s launched his career and led to building multiple public companies and completing over 1,000 business transactions.The true magic of Harrington's success lies in his ability to adapt to changing market conditions. When he noticed television viewership declining as younger generations flocked to TikTok and Instagram, he pivoted away from his As Seen On TV empire toward digital marketing strategies. This foresight led to one of his most spectacular investments—Celsius energy drink—which he joined as a board member when shares were just $0.10, helping build it into a $20 billion company without spending a single dollar on television advertising.Make sure to download as we bring the best centimillionaires and billionaires interviews on the Accredited Investor Podcast. To learn more about Jonathan's recession resilient mobile home park real estate Fund & Flex Space Development investments for Accredited Investors: https://www.midwestparkcapital.com/To learn more about Jonathan's business growth consulting and fractional CMO services, and digital marketing for small businesses:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 7,500 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast guesting tour of 20, 40 or 60 episodes as a guest and become the celebrity thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 27,400 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  https://linktr.ee/jonathantuttle

S4:E170 The Weekly Update and a discussion with co-host Paul Clark and guest co-host Josh Miller about startup investing for GenZ and Millennials. We're talking about small investments in Startup Funds that offer diligence, deal flow and diversification at a low cost provided that Congress successfully changes the definition of an Accredited Investor. We'll be talking more about a rule change for Accredited investors over the next month with Chief Counsel of the Senate Banking Committee which has purview over such a rule change. Next week we will be getting pitches from 3 of my favorite startups from the Spring ATDC Showcase. These companies are candidates for our ATDC Fund and for VentureSouth. (interview recorded 4.24.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

What's the real return you're taking home after taxes? In this eye-opening episode of The Investor Impact: Power Talks, Vinney Chopra unpacks the difference between headline returns and true net income—and shows accredited investors how to structure deals that deliver 10%–12% after tax benefits, not before.   Vinney also shares his personal approach to “velocity of money”—a disciplined strategy for keeping your capital in motion through multiple income-producing streams. From specialty finance to precious metals to the safe power of leverage in real estate, you'll learn how elite investors are protecting and compounding wealth—even in uncertain times.  

What do a broken leg, a fourplex, and a podcast binge have in common? For Dallon Schultz, they were the catalysts that launched him from the high-stress world of emergency nursing into the multifamily investment scene. In this episode, Jake and Gino sit down with Dallon, co-founder of Capitalist Pro, to unpack how he transitioned from patient care to capital raising — now supporting deals totaling over $150 million.Dallon shares how a false sense of job security inspired his entrepreneurial pivot, the realities of raising capital without a track record, and how his tech-forward CRM system helps syndicators stay top-of-mind with investors. He also dives into syndication red flags, vetting GPs, avoiding capital call disasters, and building long-term relationships through automation without sacrificing trust.Whether you're an operator, aspiring investor, or raising your first dollar, this episode offers tactical gold on playing to your strengths, automating investor communications, and building real estate wealth through authentic connections.Don't forget to like, subscribe, and hit the bell for more deep dives into multifamily investing and raising capital.Guest Contact Info:Email: Dallon@capitallystpro.comPhone: 623-624-9909Linked In: https://www.linkedin.com/in/dallon-schultz/Website: www.capitallystpro.ioChapters:00:00 - Introduction  00:57 - Dallon's Pre-Real Estate Life as a Registered Nurse  04:31 - The Podcast That Flipped His Mindset  08:38 - What Deals Excite Dallon in Today's Market  14:10 - Target Markets: Why Dallon Focuses on Texas  18:42 - Raising Capital Without Experience: Mistakes and Strategies  21:58 - How Dallon Got His First Investors Without Syndicating  29:55 - The Investor “First Date”: Discovery Over Deal Pitch  32:32 - Automating Touchpoints but Keeping Relationships  38:09 - Webinar Tips: Focus on Structure Over Sexy Returns  39:48 - Email Cadence & Investor Engagement Scores  44:48 - Why Dallon Chose Capital Raising Over Operations  46:29 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

S4:E169 The Weekly Update and an Interview with Tim Skapek, CTO of Protect3D, a provider of custom-fabricated orthopedic devices with 3D technology. They have grown over 100% YoY and count over 60 collegiate and professional sports teams as customers. Their next market move is expansion to serve the general population. Next week Paul and I will be talking about the Southern Startup Investment Thesis with guest co-host Josh Miller. Josh is CEO of Gradient Health, a Millennial and an Angel Investor. He's going to provide his perspective on Angel investing in the South as a Millennial and how a change in the ‘Accredited Investor' definition could impact GenZ and Millennials. Then in a followup episode, we'll be profiling some of the most interesting companies from the ATDC Spring Showcase that are candidates for the RollingSouth ATDC Fund. (interview recorded 4.24.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

Tilden Moschetti, an investment fund and syndication attorney, discussed Regulation D (Reg D) exemptions for raising capital. Reg D allows unlimited funds from accredited investors without advertising, with 98% of deals using it. Rule 506(b) allows non-accredited investors, while Rule 506(c) requires accredited investor verification. Accredited investors must earn $200K annually or have $1 million in net worth. Moschetti emphasized the importance of communication to mitigate risks and maintain investor trust. He noted that only 1-2% of cases lead to legal action if proper documentation is in place. His firm's turnaround time for Reg D filings is two weeks.   https://www.moschettilaw.com/  

In this episode of the Crazy Wisdom Podcast, I, Stewart Alsop III, speak with David Packham, CEO and co-founder of Chintai, about the real-world implications of tokenizing assets—from real estate and startup equity to institutional finance and beyond. David shares insights from his time inside Goldman Sachs during the 2008 crash, his journey into blockchain starting in 2016, and how Chintai is now helping reshape the financial system through compliant, blockchain-based infrastructure. We talk about the collapse of institutional trust, the weirdness of meme coins, the possible obsolescence of IPOs, and the deeper societal shifts underway. For more on David and Chintai, check out chintai.io and chintainexus.com.Check out this GPT we trained on the conversation!Timestamps00:00 – David Packham introduces Chintai and explains the vision of tokenizing real world assets, highlighting the failure of early promises and the need for real transformation in finance. 05:00 – The conversation turns to accredited investors, regulatory controls, and how Chintai ensures compliance while preserving self-custody and smart contract-level restrictions. 10:00 – Discussion of innovative asset models like yield-bearing tokens tied to Manhattan real estate and tokenized private funds, showing how commercial use cases are overtaking DeFi gimmicks. 15:00 – Packham unpacks how liquidity is reshaping startup equity, potentially making IPOs obsolete by offering secondary markets and early investor exits through tokenization. 20:00 – The focus shifts to global crypto hubs. Singapore's limitations, US entrepreneurial resurgence, and Hong Kong's return to crypto leadership come up. 25:00 – Stewart and David discuss the broader decentralization of institutions, including government finance on blockchain, and the surprising effect of CBDCs in China. 30:00 – They explore the cultural dimensions of decentralization, including the network state, societal decline, and the importance of shared values for cohesion. 35:00 – Wrapping up, they touch on the philosophy of investment vs. speculation, the corruption of fiat systems, and the potential for real-world assets to stabilize crypto portfolios.Key InsightsTokenization is transforming access to financial markets: David Packham explains how tokenizing real-world assets—like real estate, private debt, and startup equity—can unlock previously illiquid sectors. Through blockchain, assets become tradable, accessible, and transparent, with innovations like fractional ownership and yield-bearing tokens making markets more efficient. Chintai, his company, enables this transformation by providing compliant infrastructure for institutions and investors to engage with these assets securely.The era of IPOs may be nearing its end: Packham suggests that traditional IPOs, with their delayed liquidity and gatekeeping, are becoming obsolete. With blockchain, companies can now tokenize equity and provide liquidity earlier in their lifecycle. This changes the game for startups and investors alike, enabling ongoing access to investment opportunities and exits without needing to go public in the conventional sense.The crypto industry is maturing beyond speculation: Reflecting on the shift from the ideologically driven early days of crypto to the speculative fervor of ICOs, NFTs, and meme coins, Packham calls for a return to fundamentals. He envisions a future where crypto supports real economic activity, especially through projects that build infrastructure for compliant, meaningful use cases. Degenerate gambling, he argues, may coexist with more serious ventures, but the latter will shape the future.Decentralization is challenging traditional power structures: The conversation touches on how blockchain can reduce favoritism and control in financial systems. Packham highlights how tools like permissioned ledgers and smart contracts can enforce fairness, resist corruption, and enhance access. He contrasts this with legacy systems, which often protect elite interests, drawing on his own experience at Goldman Sachs during the 2008 crisis.Global leadership in crypto is shifting: While Singapore positioned itself as a key crypto hub, Packham notes its lack of entrepreneurial culture compared to the U.S. and China. He observes that regulatory openness is important, but business culture and capital depth are decisive. The U.S. has reemerged as a key player, showing renewed interest and drive, while Hong Kong and China continue to move boldly in this space.The societal impact of financial technology is profound: The episode explores how blockchain might influence governance and societal organization. From the potential tokenization of government operations to more transparent fiscal policies, Packham sees emerging possibilities for better systems—though he warns against naive techno-utopianism. He reflects on the dual-edged nature of technologies like CBDCs, which can enhance transparency but also increase state control.Cultural values matter in shaping the future: The conversation ends on a philosophical note, examining the tension between decentralization, cultural identity, and immigration. Packham emphasizes that shared values and cultural cohesion are crucial for societal stability. He challenges idealistic notions like the “network state” by pointing out that human nature and cultural alignment still play a major role in the success or failure of social systems.

How does crowdfunding fit into a startup's fundraising strategy? In this intriguing episode of The Angel Next Door Podcast, host Marcia Dawood converses with guest Woodie Neiss about how crowdfunding has emerged as a transformative option for entrepreneurs seeking capital. The conversation unveils the ways securities-based crowdfunding is reshaping how new ventures are funded, making investments more accessible to various investors.Woodie Neiss, an experienced entrepreneur and a key advocate for crowdfunding legislation, shares his journey from Wall Street to becoming a pivotal figure in changing securities laws. His efforts have helped launch a thriving crowdfunding industry that offers over $2.8 billion in raised capital to more than 8,000 startups. He is also one of the founders of Crowdfund Capital Advisors (CCA), a crowdfunding advisory, implementation, and education firm.This episode is a must-listen for anyone involved in entrepreneurship, providing insights into significant crowdfunding developments and statistics. Woodie discusses how the industry has evolved, highlighting trends in sectors like healthcare and technology, and explaining how crowdfunding complements traditional fundraising strategies. Whether you're an investor, entrepreneur, or policymaker, this episode offers valuable perspectives on the current and future state of investment crowdfunding. To get the latest from Woodie Neiss, you can follow him below!https://www.linkedin.com/in/sherwoodneiss/https://crowdfundcapitaladvisors.com/https://a.co/d/f9987We - Investomers: How Customers-Turned-Investors are Shaping the Future of Early-Stage Finance Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

You make a good salary, and you're putting away savings that barely keeps up with the cost of living. You need a professional, trustworthy team to build your passive income cash flow.In The Wealth Elevator: Real estate syndications, accredited investor banking, and tax strategies for first-gen millionaires, real estate investor and fund manager Lane Kawaoka shows you how to ascend the investment floors to financial freedom.Discover how to:● Take the elevator from rentals to syndications to private funds and more● Generate cashflow of $0 to $25,000 to $100,000 per month● Harness legal tax strategies to protect your wealth● Own your money with Accredited Investor Banking● Make the ideal connections for your Family Office● Build your legacy, as you reach net assets of $10 million and beyondUsing this proven system, investors typically reach financial freedom in four to seven years. The author Kawaoka, a multi-billionaire, gives you the elevator. It's so easy, it's almost boring.Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go to thewealthelevator.com/master Hosted on Acast. See acast.com/privacy for more information.

Registered Investment Advisor Andres Sandate with GP Wealth Advisors explains why many savvy investors are diversifying more and more capital into alternative investments and moving away from the volatility of the stock market. Everyone from accredited investors, family offices and institutional investors are seeking under the radar alternative investment opportunities from experienced sponsors. Andres also explains how operators can team up with RIA's, wholesalers and Broker Dealers to raise more capital and gain exposure to more investors. Andres Sandate joined Gramercy Park Wealth Advisors in 2022. In addition to being a financial advisor, he is responsible for alternative investments at the firm. Prior to joining Gramercy Park Wealth Advisors, Andres spent 15 years working in alternative investments across numerous asset classes including private credit, real estate, hedge funds, and other areas of the private markets.Andres is the founder of Endurance Strategies, LLC, which provides consulting, due diligence, and implementation services to independent RIAs, HNW individuals, and family offices seeking to implement alternative investments in their practices and portfolios. Andres is the host and creator of two successful podcasts focused in non-traditional asset class investing including ATLalts and Asset Backed.  Andres brings nearly 20 years of experience to Gramercy Park Wealth Advisors across investing, capital markets, investment banking, asset management, and fintech startups. Andres is the current President and a Board Member of the Southeastern Alternative Funds Association (SEAFA). Andres earned his BS and MBA from The University of Kansas and holds Series 7, 66, and 79 securities licenses through GPWA, LLC, Member FINRA/SIPC. ━━━━━━━  00:00 Intro01:35 Alternative Investments Explained by RIA Andres Sandate05:18 Understanding Different Capital Sources12:29 Infrastructure and the Costs of Professional Due Diligence16:26 Understanding the Role and Value of Wholesalers20:56 Navigating Regulatory Considerations  24:51 Presenting Your Platform Effectively to RIAs29:30 The Power of Deals and Scarcity in Fundraising34:11 Connecting with Andres and Final Thoughts━━━━━━━  Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/-━━━━━━━  Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Send us a textIn this engaging fireside chat, Larry Namer, the co-founder of E! Entertainment Television, sits down with Richard C. Wilson, founder of the Family Office Club, to discuss his extraordinary journey from starting as a cable splicer in New York to building a multi-billion-dollar media empire. With over 50 years of experience in the entertainment industry, Larry reflects on his entrepreneurial path, groundbreaking innovations, and scaling strategies. He also delves into his new book Offscript: Never Follow the Crowd, sharing lessons learned throughout his career, including the value of bold decision-making, simplifying complex ideas, and navigating the entertainment industry.Larry's journey spans from his early days in the cable business to his pioneering work in Russia and China, offering valuable insights into passion, failure, and business resilience. This conversation highlights the mindset and strategies that allowed Larry to successfully build E! Entertainment and revolutionize media.Key takeaways from this fireside chat include:- Bold decision-making and negotiation strategies that propelled E!'s success.- The importance of finding a sustainable path in business rather than just following passion.- Insights on overcoming complex industry challenges with simplicity and perseverance.- Larry's reflections on how to innovate and scale in the ever-evolving media landscape.This conversation with Richard C. Wilson, founder of the Family Office Club, offers an invaluable look into the mindset of an entrepreneur who has built something from the ground up and navigated the media world's biggest challenges.---------------------------------I hope you are enjoying the Family Office Podcast produced by our investor club, the Family Office Club.We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.comTo date, our podcast and YouTube content has been downloaded over 5 million times.  

Today, my guest is Matt Spagnolo. Matt is a former residential and commercial agent turned capital raiser now in capital markets with Colony Hills Capital as fund co manager, and in just a minute, we're going to speak with Matt Spanolo about capital markets and alternative investments.   https://www.colonyhillscapital.com/ https://www.linkedin.com/in/matt-spagnolo/  

How to get 20 accredited investor meetings every month with Dave Dubeau- #229 If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Empowering Women in Venture Capital: The Journey of Marcia Dawood Marcia Dawood is not just a name in the venture capital world; she is a beacon of hope and empowerment for women entrepreneurs across the globe. As a venture partner at Mindshift Capital, Marcia's mission revolves around elevating women-led innovation in sectors that matter, such as health tech, fintech, edtech, and food tech. This blog post delves into her journey, her investment thesis, and the essential changes needed in the venture capital landscape to foster diversity and inclusion. From Angel Investing to Venture Capital Marcia's venture into the investment world began about twelve years ago when she attended an angel investing meeting. Initially unaware of what angel investing entailed, she quickly grasped the innovative potential around her. However, she was struck by a sobering realization: the lack of funding for women entrepreneurs. This pivotal moment inspired her to join various funds, contributing as an investor and member of investment committees. Marcia's passion for supporting women-led businesses led her to co-found Mindshift Capital with her colleague Heather Henyan. Their goal? To invest in women-led companies globally, creating a ripple effect of change and innovation. The Investment Thesis at Mindshift Capital Marcia's investment thesis is rooted in the belief that women-led companies can drive significant change in the world. Mindshift Capital focuses on four key areas: health tech, fintech, edtech, and food tech. These sectors are not just trends; they represent the future of innovation and societal improvement. Global Trends in Investment Marcia highlights a fascinating trend: many entrepreneurs seeking funding often look to the U.S. to commercialize their innovations. This phenomenon is colloquially referred to as "all roads lead to Delaware." U.S. investors can sometimes be hesitant to invest in foreign companies due to unfamiliar tax implications. However, Marcia and her team have successfully navigated these complexities, allowing them to invest in promising companies at lower valuations while providing valuable support for their growth. Understanding Money: A Personal Journey Marcia is currently fascinated by the mindset surrounding money and how it affects people's willingness to invest. She believes that if more individuals understood the potential for positive change through investment, the landscape of entrepreneurship would look vastly different. Many people still perceive investing as an exclusive domain for the wealthy and well-connected. To address this gap in understanding, Marcia launched her podcast, The Angel Next Door, aimed at demystifying angel investing and making it accessible to everyone. She also authored the book Do Good While Doing Well, which discusses how individuals can invest in impactful companies while also achieving financial returns. The Educational Gap in Investing Marcia observes that women often donate money, while men are more inclined to invest. This discrepancy highlights a significant educational gap. Many women are willing to invest but may lack the confidence or knowledge to do so. Conversations about investing need to be normalized and encouraged, ensuring that women feel invited into the investment room. The Future of Venture Capital When envisioning the future of venture capital, Marcia sees a movement toward democratizing private investing. The SEC's 2016 rule change allowed for equity crowdfunding, enabling more people to invest with smaller amounts, starting from as little as $50. This shift has the potential to create a more inclusive investment landscape. Marcia believes that just as public markets have evolved to become more accessible, private investing can follow suit. The rise of platforms like Robinhood has already changed how people engage with the stock market, and similar changes can be expected in venture capital. Expanding Definitions of Accredited Investors Another critical aspect of the future of venture capital involves redefining what it means to be an accredited investor. Marcia sits on an advisory committee to the SEC, where discussions surrounding the definition of accredited investors are ongoing. She argues that expanding this definition and providing more education will allow a broader range of individuals to participate in venture capital, ultimately leading to systemic change. Resources for Aspiring Investors Marcia's website, marciadawood.com, is a treasure trove of resources for aspiring investors. Visitors can access free materials, including the first chapter of her book and worksheets designed to guide new investors. Her podcast episodes cover various topics related to equity crowdfunding and fundraising, making them valuable for both entrepreneurs and potential investors. Frequently Asked Questions What inspired Marcia to focus on women-led companies? Marcia's journey began when she realized the significant underfunding of female entrepreneurs despite their innovative potential. This motivated her to create opportunities for women-led businesses through her work at Mindshift Capital. How can someone become an angel investor? Anyone interested in becoming an angel investor can start by educating themselves through resources like Marcia's podcast, The Angel Next Door, and her book, Do Good While Doing Well. Additionally, joining local angel groups or crowdfunding platforms can provide valuable insights and networking opportunities. What are the key sectors Mindshift Capital focuses on? Mindshift Capital primarily invests in health tech, fintech, edtech, and food tech, aiming to support companies that are making a meaningful difference in the world. How does Marcia see the future of venture capital evolving? Marcia envisions a more democratized venture capital landscape, where private investing becomes accessible to a broader audience. She believes that changes in regulations and educational initiatives will facilitate this shift. Conclusion Marcia Dawood's journey from angel investing to becoming a venture partner at Mindshift Capital is a testament to her commitment to empowering women-led businesses. Her work not only fosters innovation but also encourages a more inclusive investment landscape. By breaking down barriers and providing resources, Marcia is paving the way for the next generation of investors and entrepreneurs. For more insights and resources, be sure to check out her website and tune into her podcast!

A major shake-up could be coming to the SEC's accredited investor definition, potentially allowing more investors access to l real estate syndication deals and other private investment opportunities. With Trump's pick, Paul Atkins, expected to take the lead at the SEC, could financial literacy and experience replace income thresholds? Join Kathy Fettke as she dives into what this means for passive investors, real estate syndicators, and capital markets. (00:00) Accredited Investor Changes (00:32) SEC Definitions (01:10) Accredited Investor Definition (01:44) Non-Accredited Investors (02:05) Limitations  (03:33) Atkin's and Regulatory Reform (04:27) New Standards?  LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://tinyurl.com/RWSsubscribe Real Estate News: Real Estate Investing Podcast: https://tinyurl.com/RENsubscribe Source: https://udirectira.com/the-proposed-future-of-accredited-investor-status/

You make a good salary, and you're putting away savings that barely keeps up with the cost of living. You need a professional, trustworthy team to build your passive income cash flow.In The Wealth Elevator: Real estate syndications, accredited investor banking, and tax strategies for first-gen millionaires, real estate investor and fund manager Lane Kawaoka shows you how to ascend the investment floors to financial freedom.Discover how to:● Take the elevator from rentals to syndications to private funds and more● Generate cashflow of $0 to $25,000 to $100,000 per month● Harness legal tax strategies to protect your wealth● Own your money with Accredited Investor Banking● Make the ideal connections for your Family Office● Build your legacy, as you reach net assets of $10 million and beyondUsing this proven system, investors typically reach financial freedom in four to seven years. The author Kawaoka, a multi-billionaire, gives you the elevator. It's so easy, it's almost boring. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Bridger breaks down the complexities of raising money from non-accredited investors, exploring the differences between Reg A, Reg CF, and traditional accredited investor funds. Learn why the SEC imposes stricter regulations, the costs associated with managing these funds, and the challenges of dealing with smaller investors. Sign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.https://fundlaunch.click/non-accredited-investorAll Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

Have you ever considered how your financial mindset might impact your entrepreneurial journey? In this episode of the Angel Next Door Podcast, Marcia Dawood recaps insightful conversations with guests, exploring the profound connections between money, leadership, and impact investing, and how these factors influence entrepreneurship.Marcia highlights Sally Boulter's discussion on donor advised funds (DAFs) as a means for accessible impact investing. She also revisits her conversation with Wendy Ryan, who shares her Learn Lead Lift framework, promoting leadership through clarity and collaboration and advocating for investment in diverse founders. Lastly, Marcia reflects on her dialogue with Cammie and Sandi from the Money Tales podcast, who emphasize reshaping our money beliefs.In case you missed any of this great content, you can get a recap here and also go back and listen to the full episodes: https://pod.link/1586445642 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In today's show, I welcome Bobby Sharma, co-founder of Connected Capital Fund, an exclusive membership organization of capital allocators - people who pool investor capital to negotiate preferential terms with sponsors. Bobby is also the manager of Better Capital Fund, his private money lending fund.   Although Connected Capital Fund is just a year old, the organization has already allocated capital to vetted sponsors across markets including Dallas, San Francisco, and Lincoln, Nebraska, raising and investing $11 million in its first year of operation.   Case Study Bobby explains that the Connected Capital Fund team has reviewed fifty deals but invested in only six so far, illustrating their highly selective due diligence process, mitigating risks that individual investors might overlook while providing them with enhanced returns.   As an example, Bobby shares a case study involving a deal with a self-storage operator. The sponsor initially offered investors a 70/30 split with a 6% preferred return. However, Connected Capital secured a 90/10 split and increased the preferred return to 8%.   These favorable terms were then passed on to Connected Capital Fund members, who promoted them to their networks of investors. Depending on the deal, allocators may either retain the entire delta between the original and negotiated terms or share the benefits with their investors.   Allocator Co-Investment Bobby also discusses the practice of backfilling deals. In this process, after a minimum investment is agreed upon with a sponsor, Bobby acts as the first investor, providing the full amount required to meet the threshold.   He then raises additional capital from other investors, 'backfilling' his initial capital contribution. In 95% of cases, he leaves a portion of his own capital in the deal to maintain alignment with investors though, on rare occasions, if demand is particularly strong, he may relinquish his position entirely, leaving no co-investment in the deal.   Bobby was the first fund manager client of Avestor, a platform designed for capital allocators (whose co-founder, Badri Malynur - who was the first guest in this podcast series). He is highly knowledgeable about the capital allocator industry being an allocator himself as well as leading Connected Capital Fund, an organization of allocators.   Tune in to learn more about this emerging industry of capital raisers in today's episode - you'll be glad you did. ***** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

NLW rattles off a slate of forward-looking news that shows where Bitcoin and crypto are headed in a new regulatory context. He specifically hones in on Robinhood's push for stock tokenization as a way to democratize access to financial investment opportunities. Sponsored by: Ledn Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC's wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. Ledger Upgrade your crypto experience https://www.ledger.com/ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Your lack of wealth shouldn't limit your investment options, but the SEC has for decades actively prevented lower-wealth Americans from making certain investments. Nick Morgan of the Investor Choice Advocates Network and Cato's Jennifer Schulp explain. Hosted on Acast. See acast.com/privacy for more information.

E153: David opens with the weekly update in venture and then interviews Pat Gouhin, the CEO of the Angel Capital Association. We discuss:what the ACA is and what it doeswho are the investor and founder memberswhat members get from the ACAstartup investment analytics and reports produced by the ACAthe Angel University sponsored by the ACA for introductory and advanced training on the Venture Ecosystemthe major issues facing startup founders and investorspolicy efforts by the ACA to influence change in the regulatory definition of the Accredited Investor(recorded 1.7.25)Follow David on LinkedIn or reach out to David on Twitter/X @DGRollingSouth for comments. Follow Paul on LinkedIn or reach out to Paul on Twitter/X @PalmettoAngel We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com   FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423   -----    

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com   FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423   -----    

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com   FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423   -----    

In this episode of The AZREIA Show, hosts Marcus Maloney and Mike Del Prete dive into the rapid expansion of Phoenix, focusing on the 'Path of Progress' and its impact on the local real estate market. Joined by real estate developers Tommy D and Roman Rubio, they explore the booming opportunities in the West Valley, future development plans, and the importance of attending city council and ADOT meetings. This episode also covers sustainable development, the role of Opportunity Zones, and the unique challenges and opportunities presented by the evolving landscape. Whether you're a seasoned investor or new to the real estate game, this episode is packed with insights and actionable advice.   Check out part 1 episode:  https://directory.libsyn.com/episode/index/id/33912117   Key Takeaways: 01:33 Discussion on Path of Progress 02:17 Guest Introductions: Tommy and Roman 03:16 Understanding Opportunity Zones 04:50 Path of Progress Explained 07:15 Future Developments in Buckeye 15:04 Speculative Building and Market Trends 20:45 Impact of Legislation on Development 24:13 Impact of New Trade Rules on US-Mexico Commerce 24:31 Cattle and Agriculture: Changes and Challenges 24:59 Economic Shifts and Infrastructure Developments 26:51 Environmental Concerns and Solar Farms 31:16 Opportunities in Rural Housing and Land Development 34:19 The Future of Buckeye and the Rio Reimagined Project 38:12 Investment Strategies and Market Insights 40:27 Affordable Housing and Innovative Solutions 49:50 Accredited Investors and Opportunity Zones 51:30 Conclusion and Final Thoughts   Connect with Tommy D & Roman Rubio https://www.linkedin.com/in/tommydee1863/ https://www.linkedin.com/in/roman-rubio-b93838164/   ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in Real Estate. Join AZREIA here. Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com   FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423   -----    

To invest in most multifamily projects, investors need to have accredited status. With Diversyfund, investors don't need to be accredited to invest. For as little as $500, investors can invest in Multifamily funds. Since 2016, Diversyfund has had over 30,000 investors. 

What's up, Bomb Squad? Brad Lea here, back with another explosive episode of Dropping Bombs. Today, I'm sitting down with 29-year-old powerhouse Chris Salerno. This guy is making waves in the private equity space with his laser focus on car washes. That's right—car washes. Turns out, this “unsexy” business is a cash-flow machine, and Chris is turning it into a billion-dollar empire. Do you have credit card debt? It's the holiday season.. Many Americans Do! Are you trying to build your credit rate?  If so, this is a great episode to check out.  What You'll Learn: Listeners will learn how focusing on high-cash-flow investments like car washes, leveraging good credit, and building strong relationships can create massive wealth and long-term success in the private equity space.   Highlights Building Wealth at 29 Credit Mastery The Power of Focus Investor Insights AI in Car Washes Actionable Advice Resources Mentioned:  https://www.reddit.com/r/CarWashInvesting/?rdt=37708  You can follow today's guest at: https://qccapitalgroup.com/  https://www.instagram.com/chris_salerno_/?hl=en  https://www.reddit.com/r/passive_investing_/ https://www.buzzsprout.com/2391243      Watch the full video episode on Brad's Rumble here: https://rumble.com/c/c-2544182 Watch the full video episode on Brad's Youtube here: https://bradlea.tv

Lane Kawaoka shares his journey from being an engineer to becoming a successful real estate investor. He started by buying a house and renting it out, realizing the potential of rental real estate. He then expanded his portfolio by purchasing more rental properties in different locations. As his net worth grew, he transitioned into becoming an accredited investor and started investing in syndications and private placements. Lane emphasizes the importance of leveraging the expertise of professionals and outsourcing property management to scale your real estate investments. Lane Kawaoka discusses the benefits of leveraging retirement accounts to invest in real estate and the importance of understanding tax strategies for high-income earners. He emphasizes the power of combining investing in good deals with honest operators, utilizing tax benefits, and implementing infinite banking strategies. Lane also shares his experience leaving his engineering job and the role of risk in his career. He highlights the importance of financial freedom and independence for his daughter and the value of social relationships for wealthy individuals.About Guest, Lane Kawaoka:Lane Kawaoka (father of a three year old), a seasoned real estate investor with a vast portfolio and expertise in passive income strategies, is an ideal fit for exploring the intersection of entrepreneurship and parenting. His insights into wealth-building, advanced tax strategies, and balancing business ownership with family responsibilities will resonate with our audience of entrepreneurial dads, offering practical advice on managing both worlds effectively.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street's growing role in Bitcoin trading and share their insights on the outlook of cryptocurrency as a speculative asset. They then revisit the definition of an "accredited investor" and clarify a misstatement from a previous episode of The Dentist Money Show. Finally, they react to the recent Texas court ruling that paused the FinCen BOI reporting requirement.  Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. Enjoy The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/  See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you're not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

In this exciting and insightful episode of Thrive LouD, our host Lou Diamond reconnects with Chris Panagiotu, the mastermind behind "Capitalize Your Finances" and the newly released "Capitalize Your Sales." Chris shares invaluable insights into financial planning, the art of sincere sales, and the exciting journey of growing his business. With a unique focus on sincerity in sales, Chris opens up about the evolution of his methodologies and offers practical tips for achieving financial success. Join Lou and Chris as they discuss the importance of enjoying the creative process, overcoming business challenges, and the joys of creating content that impacts lives. Chris reveals his strategic approach to podcasting, emphasizes the value of face-to-face interactions, and highlights the power of providing quality content for free. Whether you're a budding entrepreneur, a seasoned financial professional, or anyone looking to capitalize on their passions, this episode is packed with wisdom, inspiration, and actionable advice. Key Takeaways: The evolution of Chris's business and his growth since his last appearance on the show. The importance of sincerity in sales and practical tips to implement it. Chris's approach to writing and enjoying the creative process. The power of offering valuable content for free and its long-term benefits. Insights into connecting with guests and the value of in-person interactions. Tune in to this must-listen episode as Lou Diamond and Chris Panagiotu dive deep into thriving in business, creating meaningful connections, and capitalizing on your potential.

Ever wondered what it really takes to break into the world of venture capital, especially as an underrepresented entrepreneur or an emerging fund manager? In our milestone 100th episode, host Marcia Dawood sits down with Catherine Gray, the visionary Executive Producer of the award-winning documentary *Show Her the Money,* to demystify this complex space. The film shines a light on the staggering statistics around the lack of funding for female entrepreneurs but goes beyond the numbers with powerful storytelling and remarkable profiles of women founders making a difference.Catherine Gray, the force behind the Invest in Her podcast, She Angels Investors, and She Angels Foundation, is a trailblazer in using media for social change. Her previous work, including the impactful documentary I Can't Marry You, has consistently driven cultural shifts.This episode is a must-listen for anyone interested in the potential of venture capital as a tool for societal impact. Marcia and Catherine discuss the need for greater education and awareness in this field, emphasizing the unique challenges and opportunities for women investors. They also explore the transformative impact of investing in women-founded funds and the ripple effects this can have on economic and social progress. Don't miss this insightful conversation that uncovers the power of venture capital to foster meaningful change. To get the latest from Catherine Gray, you can follow her below!LinkedIn - https://www.linkedin.com/in/catherinelgray/ https://www.sheangelinvestors.com/https://podcasts.apple.com/us/podcast/invest-in-her-with-catherine-gray/id1134670723 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Have you ever considered the possibilities that arise when philanthropic capital is directed towards funding startup companies? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Sally Boulter from Impact Assets to unravel an often overlooked but transformative investment approach—using donor-advised funds to fuel entrepreneurial ventures. If you're an angel investor or contemplating entering the startup ecosystem, this episode will give you a fresh perspective on navigating investments impactfully.Sally Boulter brings a wealth of experience to the table, having a diverse background in nonprofit fundraising and impact investing. Impact Assets, a nonprofit financial services firm, is tailored to investors who wish to make a difference while achieving returns. Sally's journey from traditional fundraising to becoming a pivotal player in impact investing highlights a unique blend of passion for societal betterment and astute financial strategies.Throughout the episode, Marcia and Sally discuss the mechanics of how donor-advised funds can be employed to support for-profit startups, offering both new and seasoned investors a blueprint for high-impact investments. They explore the simplicity and flexibility of setting up a donor-advised fund, the risks and rewards associated with impact investing, and real-life success stories like that of Seth Goldman, who amplified his philanthropic reach after his work with Honest Tea. This episode is a must-listen for anyone eager to understand how to make their investment dollars work harder, not just for financial gains but for genuine societal progress. You'll walk away with actionable insights and a newfound enthusiasm for merging philanthropy with entrepreneurship. To get the latest from Sally Boulter, you can follow her below!LinkedIn - https://www.linkedin.com/in/sallyboulter/https://impactassets.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode, we dive into the world of venture capital and angel investing with Mike Jarmuz, co-founder of Lightning Ventures and CEO of Thunderfunder. Mike shares his journey from punk rock to venture capital, highlighting his passion for supporting startups, especially those in the Bitcoin space. We explore the concept of Thunderfunder, a platform designed to democratize investing in startups, allowing even non-accredited investors to participate in funding rounds.Mike explains the challenges and opportunities in the current regulatory environment, discussing the importance of accredited investor status and how Thunderfunder aims to make investing more accessible. He also shares insights into the potential of Bitcoin and open-source projects, emphasizing the need for innovation and community support.The conversation touches on the parallels between the music industry and venture capital, with Mike drawing on his experiences in both fields to illustrate the importance of nurturing talent and ideas. We also discuss the role of crowdfunding and the value-for-value model in supporting content creators and small businesses.Throughout the episode, Mike offers advice for founders and investors navigating the current economic landscape, encouraging resilience and innovation. He also shares personal anecdotes, including his efforts to introduce his mother to Bitcoin and the importance of music in his life.Join us for an engaging discussion on the future of investing, the power of community, and the potential of Bitcoin to transform industries.

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/meLzkYe70Uw Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809     ----  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647   ----  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647   ----  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647   ----  

Jack answers listener questions on a range of topics. Jackson gets a golf tip. Learn more about your ad choices. Visit megaphone.fm/adchoices

Understanding Regulation DThis time, we dive deep into the world of raising capital through Regulation D with the help of our esteemed guest, Mr. Tilden, an experienced securities attorney. Whether you're a seasoned investor or just starting out, this episode is packed with insights that can help you navigate the complexities of capital raising.Key Takeaways from the Episode:1. Understanding Securities:What is a Security? & Why It Matters**: Knowing this helps you understand what falls under securities laws and why compliance is crucial.2. Regulation D Overview:Exemptions Explained**: Regulation D allows companies to raise capital without SEC registration, provided they meet specific criteria.3. Accredited Investors:Who Qualifies?**: Net worth over $1 million (excluding primary residence) or income of $200,000 ($300,000 with a spouse) for the past two years.Verification**: Essential for compliance, especially under Rule 506c.4. Choosing Between 506b and 506c:5. Transitioning Between Rules:6. Protecting Non-Accredited Investors:Limitations**: Rule 506b allows only a limited number of non-accredited investor7. Emotional Side of Deal-Making:Passion and Drive**: Successful capital raising often hinges on your enthusiasm and the compelling story behind your project.8. Friends and Family Investments:Compliance**: Even investments from close relations must comply with securities laws to avoid legal issues.Why Listen?This episode is a treasure trove of practical advice and expert insights that can help you successfully navigate the regulatory landscape of raising capital. Whether you're looking to understand the nuances of Regulation D or seeking strategies to attract investors, this conversation with Mr. Tilden is a must-listen.Connect and EngageI encourage you to reach out to Mr. Tilden for further insights and to express your gratitude for his valuable contributions. His contact information is available in the show notes, and you can also connect with me directly if you have deals you'd like to discuss on "The Deal Scout."https://www.linkedin.com/in/tildenm/https://www.youtube.com/@syndicationattorneyNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

If you're struggling to attract accredited investors into your business, then this episode is for YOU. Forget about cold calls and boring pitch decks. There's a powerful tool that you're overlooking, that is…podcasting. And no, you don't need to be Joe Rogan to make it work. In fact, it's way simpler than that. I just had a conversation with Mike “C-Roc” Ciorrocco, who's been on over 1,000 podcasts and has mastered the art of attracting investors through podcasting. He shares all his strategies in simple actionable steps that you can use right away… …even if you've never done a podcast before. Mike is the author of "Rocket Fuel: Convert Setbacks, Become Unstoppable" and runs a podcast agency helping others leverage podcasting for business growth. In today's episode, Mike shares: Why podcasting is the ultimate lead magnet for accredited investors How to structure your podcast to attract your ideal clients The power of storytelling in building trust with potential investors A clever strategy for creating a local podcast to connect with wealthy individuals in your area If you want to learn how to leverage podcasting to grow your investor network… Take Control, Hunter Thompson Resources mentioned in the episode: Mike Ciorroco Instagram Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

My guest in this episode is Dave Stech. Dave heads up Stech Family Office with his two sons. Their family firm, Purpose Built Investments™ (PBI), is a real estate market timing company that invests exclusively in 3 things: real estate, private lending, and early-stage technology companies, including in their self-directed IRAs. Dave graduated from the London School of Economics and speaks at Harvard University and other conferences where he shares his annual State of the Union for Real Estate Investors and Private Lenders: What's Coming Next? In 2005, Dave spoke at Harvard and predicted the housing market collapse, then sat on the sideline until 2009 when he re-entered and enjoyed the record-breaking run we've been on until 2020. In 2019, Dave predicted a recession in 2020. In this episode, Dave shares how accredited investors can add a zero to their net worth. Links: Access Insiders: https://accessinsiders.com/mc/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠ The 21 Most Unique Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠ The 21 Best Cash Growth Niches Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches The 21 Next Level Cashflow Niches Digital: https://www.cashflowninjaprograms.com/the-21-next-level-cashflow-niches-book-free-download Audio: https://podcasters.spotify.com/pod/show/the-21-next-level-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja ⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠ Cashflow Investing Secrets ⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠ Cashflow Ninja Banking ⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠ Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875

Discover why stocks rebounded after a sharp pullback. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily insights -Weekly VIP stock market commentary email -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount to invest Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code “SAVE50” at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO INVEST IN STOCKS PRE-IPO? #Ad Invest in the same private companies like some billionaires. If you are an Accredited Investor (must have $1 million of net worth excluding your primary residence or $200k income or $300k joint income, or be a registered representative), you qualify to invest in over 50 private companies. Minimum investment is $2,500. Sign up to receive a $500 credit toward your investment from Linqto, here. WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

Discover why the extreme volatility is coming from a global margin call and why there is more downside ahead. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily insights -Weekly VIP stock market commentary email -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount to invest Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code “SAVE50” at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO INVEST IN STOCKS PRE-IPO? #Ad Invest in the same private companies like some billionaires. If you are an Accredited Investor (must have $1 million of net worth excluding your primary residence or $200k income or $300k joint income, or be a registered representative), you qualify to invest in over 50 private companies. Minimum investment is $2,500. Sign up to receive a $500 credit toward your investment from Linqto, here. WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

Discover why stocks are acting so volatile. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily insights -Weekly VIP stock market commentary email -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount to invest Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code “SAVE50” at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO INVEST IN STOCKS PRE-IPO? #Ad Invest in the same private companies like some billionaires. If you are an Accredited Investor (must have $1 million of net worth excluding your primary residence or $200k income or $300k joint income, or be a registered representative), you qualify to invest in over 50 private companies. Minimum investment is $2,500. Sign up to receive a $500 credit toward your investment from Linqto, here. WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

Discover why the Midwest's housing market is booming. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily insights -Weekly VIP stock market commentary email -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount to invest Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code “SAVE50” at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO INVEST IN STOCKS PRE-IPO? #Ad Invest in the same private companies like some billionaires. If you are an Accredited Investor (must have $1 million of net worth excluding your primary residence or $200k income or $300k joint income, or be a registered representative), you qualify to invest in over 50 private companies. Minimum investment is $2,500. Sign up to receive a $500 credit toward your investment from Linqto, here. WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

Discover why the Fed is likely setting the stage this week for a September rate cut. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 2 percent or 10 percent on your money over 30 years, is the difference between it growing to $181,136 or $1,744,940, an increase of over $1.5 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly investing webinars with Linda -Private Facebook group with daily insights -Weekly stock market commentary email -Lifetime access -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50". More information is here. If you would like a complimentary consultation with Linda to answer your questions about the VIP Experience, set an appointment here. WANT TO INVEST IN STOCKS PRE-IPO? #Ad Invest in the same private companies like some billionaires. If you are an Accredited Investor (must have $1 million of net worth excluding your primary residence or $200k income or $300k joint income, or be a registered representative), you qualify to invest in over 50 private companies. Minimum investment is $2,500. Sign up to receive a $500 credit toward your investment from Linqto, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)