Podcasts about active investing

The majority of active managers underperform their benchmarks - but why?   In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks.   The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including how almost half of all funds over a 10 year period cease to exist and the fact that zero managers maintain their top quartile ranking over a five-year period.   Rob and Joe also dive into ETF investing, analyzing the trends shaping active management today and what investors should consider when building portfolios. Whether you're an investment professional or an individual investor, this conversation delivers valuable insights into the ongoing debate between active versus index strategies and how market efficiency may be impacting your investment decisions.   https://www.indexologyblog.com/2025/01/08/shifting-tides-concentration-dispersion-and-the-sp-500-risk-landscape/     Chapters   00:00 Introduction to Global Thinking Podcast 01:07 Meet Dr. Joseph Nelesen 05:53 Understanding the SPIVA Report 13:15 Key Findings from the 2024 Report Card 19:04 The Challenge of Persistence in Active Management 25:54 Trends in Active Management and ETF Usage 27:57 Exploring Fixed Income Strategies 30:41 The Dynamics of Equal Weighting in S&P 500 31:55 Active vs. Passive Investing: A Deep Dive 35:06 The Role of Fees in Investment Performance 38:27 Understanding Long-Term Underperformance Trends 39:36 Due Diligence in Selecting Active Managers 41:52 The Evolution of Market Efficiency 44:22 Personal Insights and Recommendations   Disclosures: https://forstrong.com/disclosures/  Global Thinking Podcast Series - https://forstrong.com/podcast/  Global Thinking Insights - https://forstrong.com/insights/  Who is Forstrong Global - https://forstrong.com/who-we-are/  Ask Forstrong - https://forstrong.com/category/ask-forstrong/  Invest With Us - https://forstrong.com/invest-with-us/         

We explore active investing with Joseph Hogue, a former Marine, CFA, and YouTuber. While our approach focuses on dividend growth stocks, Joseph takes a different route—combining ETFs, bonds, REITs, and even penny stocks. Let's dive into his investing philosophy, asset allocation, and the strategy behind his 3-5 year holding periods. Make sure to check out the complete show notes. Save your Spot to Our Upcoming FREE Webinar on Steps to Clean Your Portfolio (March 20th). X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Can you use your self-directed IRA for active real estate investing? Yes, you can! But there are rules to follow. In this episode, Anne Marie Rogers from Inspira Financial breaks down how investors can buy, flip, or hold real estate within their IRAs. She explains how to structure deals, avoid IRS pitfalls, and even use financing to scale your investments. Learn more about: ✅ The difference between active and passive IRA investing ✅ How to legally own real estate in a self-directed IRA ✅ Common mistakes to avoid when using IRA funds ✅ How to finance properties with an IRA ======================== ======================== ================= Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change the course of your retirement planning, allowing you to invest in much more than stocks, index funds, and bonds in your retirement accounts.  We're talking about making passive real estate income tax-deferred, flipping houses and sheltering the profits for when you retire, or having a rental property portfolio producing massive passive income, all with the tax benefits of your 401(k), IRA, or Roth IRA.  We're, of course, talking about the self-directed IRA (SDIRA) and the sizable benefits that come with it.  To help, John Bowens (Certified IRA Services Professional) from Equity Trust is on the show to share the tax advantages most Americans have zero clue about. Scott starts the interview by coming in hot, throwing out his most significant objections to an SDIRA. We were even surprised by just how many benefits this single account has and how you can use it in ways most people would never assume of a retirement account. We're talking about how to buy rental properties IN your retirement accounts (and profit from them tax-free/deferred), whether a self-directed IRA or 401(k) makes the most sense for you, the “material participation” rule that you CANNOT afford to break, and how much this account costs to set up. This is a game-changing account for retirees who want to live a rich life, so do not skip out on it! In This Episode We Cover Scott's biggest objections to the self-directed IRA (is he wrong?) How to get tax-free/deferred passive income from real estate in your retirement accounts  The one tax that you MUST know about before investing in an SDIRA  Can you get a mortgage for a rental property in an SDIRA? How much an SDIRA costs to set up and keep going (less than you'd think) And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Follow BiggerPockets Money on Instagram “Like” BiggerPockets Money on Facebook BiggerPockets Money YouTube Channel How to Access Retirement Funds Early Maximize Your Real Estate Investing with a Self-Directed IRA from Equity Trust Want More Smart Tax Strategies? Grab “The Book on Tax Strategies for the Savvy Real Estate Investor” Sign Up for the BiggerPockets Money Newsletter Find Investor-Friendly Lenders The Self-Directed IRA: What You Should Know About This Wealth-Building Tool Connect with John   (00:00) Intro (08:26) Tax-Free Real Estate Gains (16:45) One Tax to Watch Out For (19:59) Self-Directed 401(k)s vs. IRAs (27:36) Making $34,000 Tax-Free! (30:42) The "Material Participation" Risk (35:41) Financing Rentals in an SDIRA (39:40) SDIRA Fees and Costs (50:05) Completely Passive Income (51:56) Active Investing in an SDIRA Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-611 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you taking on too much risk by investing in individual stocks, or could a broader sector-based index ETF help protect your portfolio from major swings in the market?In today's episode, we tackle a common dilemma for investors—should you bet on single stocks or spread your risk across a sector index ETF by digging into a case study. With the markets constantly fluctuating, it's easy to get drawn into individual stocks that seem to have huge upside potential, but this comes with the risk of major losses when those stocks take a dive. We break down how the recent market turmoil, including a significant drop in Nvidia (NVDA), highlights the risks of going all-in on a single stock, especially when the stock is highly speculative or overvalued. Meanwhile, index ETFs like the Nasdaq 100 (QQQ) offer diversification that helps shield investors from these large, company-specific downturns.For anyone looking to grow their wealth without risking it all on one company, this episode will help you understand the balance between higher returns and risk exposure. We dive into actual market data, using Nvidia's recent struggles and the relative stability of the QQQs, to demonstrate how a diversified index ETF strategy can help protect your investments while still providing strong growth potential. If you're questioning whether to double down on your single stock picks or diversify, this episode is the perfect resource to help you decide.Discover what happens when a high-growth tech stock like Nvidia faces major challenges and how that impacts your portfolio depending on your position sizing; Learn how investing in a sector index ETF can reduce risk, even if individual stocks within the index ETF experience volatility; and,Understand how choosing the right mix of investments can help you manage potential losses while still positioning yourself for long-term growth.Hit play now to find out how to protect your portfolio from the risks of single-stock investing and discover the power of diversification.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Are you tired of feeling uncertain about whether to pay yourself with a salary vs dividends from your incorporated business?As a Canadian entrepreneur, you want to keep more of your hard-earned money in your pocket, but conflicting advice on how to structure your income can lead to confusion, overlooked tax advantages, and missed opportunities for long-term wealth. This episode dives into the specific salary benchmarks and dividend strategies you need so you can stop second-guessing and start optimizing your personal and corporate finances.Taking the guesswork out of deciding between salary and dividends can help you address short-term needs like daily expenses and long-term goals like retirement or future expansions. By clarifying which approach fits your unique situation, you'll ensure you're not only meeting today's financial demands but also setting yourself up for a stronger, more secure financial future.You'll learn: Discover the exact salary milestones that unlock extra benefits like CPP and RRSP contribution room.Uncover when dividends might be more advantageous for your situation to reduce immediate tax headaches.Learn proven methods to manage retained earnings so you don't end up overtaxed in the future.Hit play now to learn how to keep more money in your hands and less in the government's.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Most Canadian business owners assume that choosing between salaries and dividends is just a matter of tax optimization, but the truth is, it's a critical decision that impacts everything—from CPP and RRSP contributions to retained earnings, corporate structure, and long-term wealth management. The wrong strategy can stall your net worth growth, limit your passive income, and even delay early retirement. Whether you're focused on active or passive investing, maximizing capital gains, or leveraging compound interest for financial independeReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Market headlines have been changing at a feverish pace in recent days, with a particular focus on the potential tariff threat on Canadian imports by U.S. President Donald Trump, changing interest rate environments across the U.S. and Canada, and on recent Chinese AI startup DeepSeek's disruption of the U.S. Technology sector at record-setting levels. With all the headlines around global economic activity, should investors be hiding from the monster under the bed, or is this market news just a distracting boogeyman?Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Michael Craig, Managing Director, Head of Asset Allocation, Derivatives, Commodities and Sustainable Investment, TDAM and Anna Castro, Managing Director, Head of Retail Asset Allocation, TDAM as they review the recent Bank of Canada and U.S. Federal Reserve interest rate decisions, the potential impacts of tariffs to markets, sectors and investors, and how TDAM is leveraging our asset allocation toolkit to help build portfolio resilience through diversification. For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Are you tired of stressing over which individual stocks you should be adding to your Canadian investment portfolio? Wondering if there's a smarter, simpler way to invest without losing sleep over market swings?In this episode, we explore why Exchange Traded Funds (ETFs) have quickly revolutionized how Canadian investors—from beginners to seasoned pros—build wealth. Whether you're looking for a hands-off Canadian investment strategy or want to actively trade like a pro, ETFs offer unparalleled flexibility, diversification, and cost-effectiveness. You'll discover how these powerful investment tools can protect you from the pitfalls of single-stock investing and why they're a key component of a Canadian millionaire's long-term success.What you'll learn:Learn why ETFs are often a smarter, safer alternative to individual stocks.Discover how ETFs cater to both passive "set it and forget it" investors and those who love hands-on strategies.Get a clear, actionable roadmap for starting your self-directed, ETF investment journey today.Press play now and learn how to make ETFs a cornerstone of your wealth-building strategy—because smarter investing starts with informed decisions.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. In this episode, we focus on why Canadian investors are better diversified and protected using index Exchange Traded Funds (ETFs) instead of trying to pick the next best stock on the TSX, S&P500 or NASDAQ. For Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

After our recent episode exposing how a simple covered call options strategy could create some additional income in your Canadian investment portfolio, you might be wondering what it could look like in practice. In this episode, we walk through an actual covered call option scenario step by step to show you how selling at-the-money options can pad your bottom line with extra premium while offering some strategies to adjust trades when the stock price moves against you. Whether you're looking to use covered call options to protect against a market downturn or capture steady returns from shares you already own in your Canadian portfolio, knowing how to navigate each possible outcome is key to feeling confident about every covered call options trade you enter.By digging into real numbers and real time-stamped events, you'll discover what happens when your covered call option expires worthless, what it means if your covered call option expires “in the money” and your shares are “called away,” and you'll learn how rolling an in-the-money covered call option can create even more income from the added extrinsic or time value. This deep dive transforms theory into practice so you can decide if a covered call options strategy is the right fit for your Canadian financial freedom goals.What you'll learn:Experience a step-by-step breakdown of a live covered call options trade using the Nasdaq 100 ETF, ticker QQQ;Understand how and why you'd roll an in-the-money covered call option to keep your shares and earn additional premium; and,Gain confidence in handling each outcome—from worthless covered call option expirations to assigned shares—so you can build a more resilient Canadian investment portfolio.Press play now to discover how a single covered call options trade can reshape your approach to generating extra income from the shares you already own.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars intReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Happy 2025! We're reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why.  In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David B. Armstrong, CFA® are joined by Monument Wealth Management's Portfolio Management team, Erin M. Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®. Dave breaks down S&P sector performance, Erin delves into Small Caps, and Nate shares his take on the death of active management. Then tune in to hear how Dave, Erin and Nate fared on their 2024 predictions, and what they predict will happen in 2025, including whether potential tariffs will make any real difference, Cap Weight verses Equal Weight performance of the S&P 500, and if we'll see a recession.    Episode Timeline/Key Highlights: 0:00 Welcome and Podcast Refresh 03:15 Recap of 2024 Market Performance 14:11 Key 2024 Trends including persistent high yields despite rate cuts, record outflows from active investing, and the rise of passive investing 24:37 2024 Predictions Revisited: What we got right and wrong, plus Dave, Erin, & Nate make market predications for 2025 46:10 Our thoughts on investing: What you should know going into 2025   Resources Mentioned: Bloomberg Article: Stock Market 2025 Predictions: Wall Street Braces for Trump, AI, and China    Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Follow our Asset Management team on LinkedIn:  Erin Hay   / erinhay    Nate Tonsager   / nate-tonsager-5a019b105    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

Are you leaving easy-safe money on the table by letting your stocks sit idle in your portfolio?When the market's unpredictable swings have you wondering if there's a better way to capitalize on your investments, selling covered calls can offer a lucrative and relatively safe income stream you may be overlooking. Rather than watching your portfolio's value bounce around, imagine renting out your shares the same way you'd rent out a property, collecting premiums while still maintaining a stake in the stocks you believe in for the long term.More importantly, as you strive to build wealth responsibly, managing taxes and minimizing risk become top priorities. In this episode, you'll gain insights into how covered calls can help you smooth out the turbulence in your investment returns, whether you're preparing for early retirement or seeking to optimize the cash flow from assets you already own.Learn a simple yet powerful way to generate consistent monthly income from your existing sharesDiscover tax-friendly strategies for handling premium income in both personal and corporate accountsGain the confidence to navigate call option trades without the high-stakes risk often associated with options tradingPress play now to learn exactly how covered calls can earn you extra income from the stocks you already own.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Visit the Canadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. For business owners, navigating the complexities of corporate structures, tax implications, and investment strategies can feel overReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This week, Steve talks about how to identify the best style of investing for youSpeaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Many in the investment community believe that implementing net zero policies comes with high risk and is incompatible with active investing, but is this really true?To discuss this, Guido Baltussen joins us on the podcast today.Guido is Northern Trust Asset Management's International Head of Quantitative Strategies.He recently put out a paper on ‘carbon misconceptions' and the impact of net zero commitments on equity portfolios.This episode covers how investors can apply conventional portfolio construction techniques to achieve net zero targets, and how to achieve alignment with multiple sustainability objectives without taking significant active risk.Guido joins host Rose Mary Petrass, senior journalist at FS Sustainability. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

In this episode, Jim Pfeifer interviews Travis Henry, who shares his journey from active residential investing to becoming a successful passive commercial investor. Travis discusses how he leveraged his underwriting expertise to make smarter investment decisions and strategically transitioned from active management to a passive income-generating portfolio. He provides actionable tips on when to stay active and when it's time to go passive, helping investors determine which path best suits their financial goals and lifestyle. Tune in to discover: How Travis made the switch from residential to commercial real estate When to remain an active investor vs. when to consider going passive The advantages of leveraging an underwriting career for smarter investments Building a diversified commercial portfolio with minimal management Key insights into real estate syndications, REITs, and other passive investment opportunities Whether you're looking to scale your portfolio or seeking more freedom through passive investing, this episode offers valuable advice on making the right choices at the right time. Unlock the secrets to passive income and start your journey to financial freedom today!

In this episode, Nico from the Small Axe Communities breaks down the essentials of passive investing, placing a strong emphasis on multifamily real estate syndications. He elaborates on the different roles within syndications, such as limited and general partners, and highlights the importance of a solid grasp of real estate fundamentals. The narrative covers strategic steps for becoming a successful passive investor, including the recommended capital requirements and long-term growth strategies. Additionally, the episode explores the broader context of various passive investments—like stocks, bonds, and crypto—emphasizing the consistent financial growth achievable through diversified portfolios. Listeners are encouraged to persistently refine their investment approaches, thoroughly vet opportunities, and seek expert advice to make informed decisions. The discussion concludes with a call to action for continuous learning and active engagement in building investment knowledge.   00:00 Introduction to Passive Investing 00:44 Understanding Passive Real Estate Investing 02:00 Roles in Real Estate Syndication 03:41 Essential Knowledge for Passive Investors 04:57 Financial Requirements for Passive Investing 05:57 Setting Passive Investment Goals 07:50 Vetting and Monitoring Investments 08:43 The Reality of Passive Investment Returns 09:22 Long-Term Investment Goals 09:46 The Importance of Keeping Your Money Active 12:09 Understanding Passive vs. Active Investing 13:33 The Necessity of Passive Investing 15:09 Final Thoughts and Recommendations

In this episode of the Best Ever CRE Show, Joe Cornwell interviews Bill Manassero, CEO of Promise Land Holdings LLC, who shares his journey from active to passive real estate investing. Bill discusses the unique advantages of starting real estate investing later in life, the challenges he faced as a passive investor, and the importance of diversifying investments. He also provides valuable advice for aspiring passive investors, emphasizing the need for thorough due diligence and caution in today's market. Bill highlights the current trends in real estate, including the demand for RV parks and senior living facilities, and encourages listeners to stay informed and patient in their investment decisions. Bill Manassero | Real Estate Background CEO, Promised Land Holdings LLC Based in: Riceville, TN Say hi to him at: www.olddawsreinetwork.com X.com Sponsors: Altra Running

Wes Gray, founder of Alpha Architect, joins the show to explore the evolution from traditional stock picking to data-driven quantitative investing.   Listen now and learn: Why even a perfect stock-picking strategy can still fail during market downturns The power of factor investing and how it systematically enhances portfolio returns A critical perspective on investing in emerging markets and private equity   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [0:30] From Stock Picker to Quant: Wes Gray's Investing Journey [8:39] The Efficient Market Hypothesis and the Reality of Active Investing [12:29] Factor Investing Explained [19:31] Why Value Investing Has Struggled   [29:54] The Role of Momentum in a Portfolio   [33:36] A Critical Look at Emerging Markets and Private Equity   

Onward Opportunities Limited (LON:ONWD) was launched in March 2023 and just over one year later the investment company was crowned IPO of the Year at the 2024 Small Cap Awards. Lead Fund Manager Laurence Hulse can only speculate why his company won the accolade. "We did what we said we would do. We raised some money. We invested it well and we've grown as a business and created value." Onward's purpose, says Hulse, is to aggregate a portfolio of investments, an eclectic mix of ideas and opportunities that could generate a lot of value. Indeed over the past twelve months the net asset value of the portfolio has increased by some 20%. "The return we generated last year was in quite a severe bear market for AIM. This year things are looking a little bit more helpful and robust and reducing political uncertainty, I suspect, again, is helpful. There's a very, very healthy pipeline of opportunities to go for in H2. We've delivered 9% so far in the first six months of calendar year ‘24. Our aim is to try and do the same again in H2." Hulse talks about the ‘dawn and dusk' ethos of the company's investment strategy giving portfolio constituent the housebuilder Springfield Properties as an example. After trading at "a deep discount to book value after a tough couple of years for house building, now we think that sort of journey is over", says Hulse. "Perhaps the shares are overlooked and offer value. So far that's been the case. The shares are up about 30% from where we bought them and still trade at a pretty clear discount to book value." For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

When you started turning your attention towards real estate as your passive income investing path, were you thinking that it wouldn't be much work?If you did, you're wrong.Unless you are a joint venture money partner, investor in a fund or REIT, you're actually building a business rather than a passive income investment portfolio and that may or may not be a good thing for you.In this episode, Jon and Kyle explore the intricate balance between building a passive income generating real estate investment portfolio and managing a thriving real estate property business. They share personal experiences and strategies that can help you understand where to store your wealth and how to navigate the complexities of managing both a business and a real estate empire. If you've ever pondered, dreamed, or even planned the outcome of growing a passive income real estate investment portfolio so you can live off the cashflow and not realize what is involved or what you have created, you may be in for a wake up call. Understanding the evolution of their real estate journey, Jon and Kyle reflect on how their initial investments have transformed into a full-fledged business, complete with its own set of responsibilities. They tackle the tough questions about treating a passive income property portfolio as a business and offer strategies for effective management and growth. This episode is a must-listen for anyone looking to refine their approach to real estate investing and business integration.You'll learn: Gain clarity on whether to prioritize your passive income investments or your business ventures.Learn practical strategies for managing a growing passive income property portfolio as a business.Discover how to apply business thinking to real estate investment for long-term success.Listen to this week's episode to help yourself understand whether you're heading down the right path or whether pivoting along your investment journey will leave you happier and wealthier in the end.Resources: Access all episode resources on the show notes pageBook a FREE Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!Follow/Connect on LinkedIn, Instagram, Facebook [Kyle's Profile, Our Business Page], TikTok and TwitterX.  We'll explore why passive income investing through real estate is not really passive, how investing in real estate is more of an entrepreneurial business endeavour rather than a passive income investment, how the type of real estate investments you make should align more with who you are as an investor and entrepreneur rather than which investment property will give you the greatest return and more. As alwayReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

After graduating with a BBA and MBA from Baruch College in New York City, Denis Shapiro began working for the U.S. Government in a career that he proudly built for over a decade. In his various roles with the government, Denis served as a liaison to the public and various state agencies and gained a unique view of the importance of portfolio allocation and management. Denis began investing in real estate in 2012, when the market was just beginning to recover from the global financial crisis. He went on to build a cash flowing portfolio that includes many alternative assets, such as note and ATM funds, mobile home parks, life insurance policies, tech start-ups, industrial property, short-term rentals, and more. He also co-founded an investment club for accredited investors in 2019. Leveraging these successes and the lessons learned throughout his career, Denis launched SIH Capital Group, an alternative investment fund that provides accredited investors with a simplified strategy to invest for passive income.  Denis' book, The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways, is based on his personal experiences, supplemented by interviews with some of the best alternative asset investors in the business today. If you enjoyed this podcast we would appreciate a positive review...  https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

Key TakeawaysEmbracing Change: Stacey highlights the importance of making decisive changes when current circumstances no longer serve your well-being and aspirations.Value of Early Experiences: Childhood vacations significantly influenced Stacey's passion for helping others create memorable experiences through short-term rentals.Strategic Investment: Transitioning from long-term to short-term rentals during the pandemic provided Stacey with more control and security over her investments.Continuous Improvement: Stacey emphasizes the necessity of ongoing learning and adapting, sharing how she pivoted from initial investments to more lucrative opportunities.Overcoming Fear: Stacey's journey underscores the importance of stepping out of comfort zones and trusting the process to achieve entrepreneurial success.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Stacey St. John is a seasoned real estate investor and Airbnb entrepreneur. After a successful career in the corporate world, where she led client success and business development for a global consulting firm, Stacey made a bold decision to pursue her passion for real estate. Starting with long-term rentals, she quickly pivoted to short-term rentals, finding her niche in beachfront properties. Stacey's strategic approach and dedication to continuous improvement have enabled her to build a flourishing business, helping others create unforgettable vacation experiences. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

Key TakeawaysMindset is everything: Yair's childhood experience of financial struggles instilled in him the importance of hard work, resilience, and the need to take control of his own financial future.Diversification is key: Yair emphasizes the importance of diversifying your portfolio across different asset classes, including private equity, real estate, and more.Access to capital is crucial: Yair highlights the importance of having access to capital quickly, whether it's through liquidity or other means, in order to take advantage of opportunities as they arise.Private investments can be more accessible than you think: Yair believes that private investments can be more accessible than people think, especially with the right guidance and research.Education is essential: Yair stresses the importance of education and research when it comes to private investing, emphasizing that it's not just about individual deals but about understanding the people behind them.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Yair Klyman is a successful financial advisor and private investor with extensive experience working with high net worth individuals and families. He has a unique perspective on the intersection of wealth creation and financial literacy, drawing from his own experiences growing up in a financially struggling family. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

Tired of the toil and trouble of active real estate investing? But are you also wary of the lack of control in passive options? This episode is your one-stop shop for the debate! Chris Seveney breaks down the pros and cons of both approaches, helping you decide whether you crave the lazy river of passive investing or the white-water rapids of active deals. This episode is packed with real-life examples and insider tips to help you find the perfect fit for your goals and lifestyle.Love the show? Subscribe, rate, review, and share! https://7einvestments.com/podcast/

Key TakeawaysImportance of Market Knowledge: Understanding local markets and industry specifics is crucial for identifying investment opportunities.Entrepreneurial Mindset: Early exposure to hustle and entrepreneurship shaped Peter's journey, emphasizing the value of resilience and learning from failures.Transitioning and Reinvention: Insights into transitioning between ventures, from starting a business at 24 to exiting it successfully by 30, and the personal growth involved.Navigating Capital Markets: The shift in IPO and capital markets dynamics over decades, and current strategies for demonstrating value and securing investment.Future Outlook: The role of intuition backed by data in making informed investment decisions, and the evolving investor sentiment in today's markets.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Peter Goldstein, a serial entrepreneur and capital markets expert, began his journey in business at a young age, driven by a passion for growth and learning. Starting with a food distribution business in his twenties, Peter later ventured into helping middle-market companies navigate IPOs and capitalization strategies. With over three decades of entrepreneurial experience, Peter continues to thrive in guiding businesses towards sustainable growth and investment success. Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call. Join InvestorMindset.com for more!

Key TakeawaysPower of Spiritual Practice: Mario's journey began with a deep dive into yoga and Qi Gong, which unlocked a new perspective and energy that fueled his entrepreneurial endeavors.Building Unique Businesses: Learn how Mario created businesses that stood out in the market by focusing on unique, high-impact products.Marketing Mastery: Mario's strategic advertising during low competition periods significantly boosted his brand visibility and sales.Intuitive Decision-Making: Discover the importance of following intuitive guidance and setting clear intentions, as demonstrated by Mario's journey to finding and growing his pharmaceutical company.Holistic Investment Philosophy: Mario emphasizes the importance of investing time and resources into projects that align with one's passion and purpose, rather than diversifying for the sake of financial returns alone. Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Mario Brainovic is an entrepreneur and spiritual practitioner known for his innovative approach to business. With a background in advertising and a passion for health and wellness, Mario successfully built and sold a pharmaceutical company to Walgreens. His journey is marked by a deep commitment to creating products that improve lives, driven by a strong spiritual foundation. Currently, he is pioneering new projects, including wellness centers and high-tech sustainable living communities, aimed at fostering creativity and well-being on a global scale. Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start Join InvestorMindset.com for more!

Key TakeawaysIdentify and Challenge Negative Money Beliefs: Understanding and addressing deep-seated negative beliefs about money, often formed in childhood, can significantly impact financial success and personal well-being.Impact of Belief Changes: Changing your money mindset not only alleviates financial stress but also attracts more opportunities and wealth, proving that beliefs are foundational to financial success.Role of Generosity in Business: Integrating generosity into business practices can distinguish you from competitors and attract like-minded, high-net-worth clients who value making a difference.Emotional Connection in Marketing: Effective marketing goes beyond showcasing product features; connecting with customers emotionally through shared values and impactful stories fosters deeper loyalty and trust.Continual Self-Assessment: Regular self-reflection and recalibration of goals are essential for sustained personal and professional growth, ensuring alignment with your evolving passions and aspirations.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Derrick Kinney is the CEO of Good Money Framework and the host of the popular Good Money podcast. With over 25 years of experience as a financial advisor, Derrick has built a reputation for helping clients achieve financial success by changing their mindset about money. He is the author of the best-selling book Good Money, where he shares insights on transforming negative money beliefs, using wealth for good, and building a life of impact and fulfillment. Derrick's innovative approach and commitment to generosity have made him a sought-after speaker, consultant, and thought leader in the financial industry. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

If you missed listening to our real estate investing experts last month, visit the links below!https://bonavestcapital.com/podcast/https://www.buzzsprout.com/1368325To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Highlights from this week's conversation include:Alex's experience as a VC turned LP (0:51)Insights into evaluating smaller funds (2:20)Characteristics of a good LP (6:44)Role of an LP as a sounding board (8:06)Constructing an LPAC (10:39)Continuing relationships with funds (12:15)Pitch to LPs for Slipstream Investors (14:17)Evaluating Emerging Managers (18:53)Sector-Focused Funds (24:05)Insider Segment: Navigating Venture Capital's Evolution (25:45)Diversification of Investment Opportunities (28:35)Future of Venture Capital (30:38)Fund Management and Responsibilities (34:45)Active Investing and Fund Sourcing (35:33)Optimal Time for Venture Investment (37:08)Final thoughts and takeaways (38:26)Alex Edelson is the Founder and General Partner of Slipstream Investors. Before starting Slipstream, he worked at QED Investors, a top fintech-focused venture capital firm with $4.3 billion in assets under management. Alex joined as Nigel Morris's Chief of Staff and became the Chief Operating Officer and General Counsel. He previously worked at a fintech startup and spent seven years practicing law. Alex holds a J.D. and B.A. from the University of Michigan. Learn more at www.slipstream investors.com.Sydecar.io is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. Learn more at www.sydecar.io.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Key TakeawaysPension Mindset to Startup Risk: Growing up in a risk-averse household pushed Scott to seek riskier opportunities in tech and startups to create his own financial security.Extreme Ownership: Scott's approach to success revolves around taking complete ownership of his career, pushing him to continuously strive for more and never settle.The Power of Equity: Scott discusses how equity ownership can significantly impact career trajectory and why he chose to work with startups for the potential of high-risk, high-reward returns.Finding Your Unfair Advantage: Whether investing in or building businesses, Scott emphasizes the importance of identifying and leveraging your unique skills, knowledge, or networks to create an edge.Specialization over Diversification: Scott explains how concentrating on areas where you have expertise can lead to greater success and why specializing can be more beneficial than diversifying too early.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Scott Clary is a serial entrepreneur, sales and marketing expert, and host of the "Success Story Podcast." Known for his high-energy style and practical insights, Scott has worked with a variety of startups, helping them scale and achieve success through his deep understanding of sales and marketing strategies. He's also a tech investor with a keen eye for companies with unique value propositions. In addition to his business ventures, Scott shares his journey and insights on his popular podcast, where he interviews high-profile guests and explores what it takes to achieve success. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

Key TakeawaysFrom Sports to Business: Learn how Chad's experience in sports helped shape his approach to teamwork, branding, and overcoming challenges in businessBuilding a Multi-Million Dollar Business: Explore the journey of Chad's fitness equipment business, including the challenges and successes along the wayLessons from an Exit: Chad shares the crucial lessons he learned during the process of preparing a business for sale and the importance of structuring for growthInvesting Strategies After an Exit: Understand how Chad transitioned from business-building to other forms of investing, including the value of diversificationHelping the Next Generation: Discover how Chad is using his experience to mentor and guide young entrepreneurs, focusing on applying real-world lessons to business successResources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Chad Price is a seasoned entrepreneur with a background in sports and business. After founding and building a successful fitness equipment company with his college friends, he orchestrated a multi-million dollar exit after a decade of hard work. Chad's experience spans various industries, and he now focuses on mentoring young entrepreneurs and sharing his insights on business strategy, brand building, and community development. He's the author of a forthcoming book, where he shares the lessons he learned from the ups and downs of entrepreneurship. Chad is passionate about guiding the next generation of business leaders and helping them navigate the ever-changing landscape of business and technology. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Regan Capital, Morgan Stanley Investment Management and Westwood ETFs.    The featured ETFs in this episode focus on active investing strategies in the equity market and  momentum/trend strategies in bitcoin. The guest lineup for this episode includes:1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE2.Skyler Weinand, Founder, CEO and CIO, Regan Capital 3. Parag Sanghani, CFA & SVP, Senior Portfolio Manager, Westwood ETFs4. Vishal Khanduja, Co-Head of Broad Markets Fixed Income, Morgan Stanley Investment Management *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Key TakeawaysUnderstanding the unique structure and benefits of closed-end funds.How CEFs use leverage to boost income without adding significant risk.Addressing common concerns about fees and market volatility in CEFs.Insights into creating a steady income stream from the public markets.Tips for using CEFs as part of a long-term investment strategy.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Steve Selengut is a seasoned investment professional with almost 50 years of experience in the industry. He specializes in income-focused investing, particularly with closed-end funds, and has recently published a book detailing his approach. Having built and sold a successful investment advisory firm, Steve continues to share his knowledge and expertise with a new generation of investors, offering practical advice on creating reliable income streams from the stock market. Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call. Join InvestorMindset.com for more!

Key TakeawaysUncover Your Identity: Your past experiences shape you, but they don't define you. Ask yourself, "Who do I need to be?" to achieve your goals.Clarity is Key: Before you can take action, get clear on what you want. Coach AK recommends the "100 Things You Like, Want, and Desire" exercise to break through limitations.Habit Stacking: Small, consistent actions (micro-habits) lead to big results. Focus on developing positive habits to support your goals.The Investor Mindset: There are different investor types - day traders, swing traders, and long-term investors. Understanding your type can help you manage emotions and make sound investment decisions.The Power of Storytelling: Stories shape our perceptions and influence others. Learn to craft compelling narratives to motivate yourself and inspire others.pen_sparkResources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Coach AK is a high-performance coach who empowers individuals and teams to achieve their full potential. He has worked with Google executives, entrepreneurs, and community leaders, helping them find clarity, develop winning habits, and master the art of storytelling. Coach AK's unique perspective, shaped by his experiences as a triplet and a leader, allows him to connect with people on a deep level and guide them towards success. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

Today, David Holman shares the key to his decade of success in the commercial and residential space, from being a passive investor, active investor, and syndicator. Dave gives excellent advice on making investors feel secure about investing with you as a syndicator, his definition of a good deal in a dynamic market, and the value of protecting investors' capital in building your credibility. Key Points & Relevant TopicsDave's entrepreneurial spirit, approach to doing MBA, and path to real estate investingWhy Dave decided to invest in his first deal as a passive investorDave's approach to financing and management as an active investorThe importance of working with a reputable buyer agentOvercoming self-doubt in trying different things in real estate  Dave's perspectives on choosing the right syndicator to work withWhat is considered a good deal in today's marketThe mindset that contributed to Dave's success in real estateProtecting your reputation and credibility as a syndicatorResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout David HolmanDave Holman believes in doing well by doing good. With over a decade of experience, Dave is a triple threat; commercial broker, syndicator/investor, and co-owner of Katahdin Property Management.  Dave grew up in Maine and attended Carleton College in Minnesota, focusing on Latin American Studies and Environment and Technology Studies. His first investment took place right out of college when he co-founded a multi-lingual retail chain in Bolivia, The Spitting Llama Bookstore and Outfitter. After earning his MBA and spending 9 years in non-profit leadership and fundraising, Dave dove into real estate investing to make the world a healthier and happier place.  Dave manages over 350 commercial and residential units in Maine, most of which he owns or co-owns. Dave specializes in driving NOI through energy efficiency and creative solutions with refugee and immigrant tenants. Outside of real estate, Dave loves running, hiking, travel, and wrote 3 books: Youth Rewinding the Countryside, Coffee Smuggler, and Cyber Fire.  Get in Touch with DavidWebsite: https://www.holmanhomes.com/ / https://www.holmangrouprealty.com/ / https://www.katahdinmanagement.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Key TakeawaysThe Influence of Childhood: Dom reflects on the profound impact her grandmother and entrepreneurial father had on shaping her values and work ethic.The Shift to Conscious Leadership: Discover how Dom's journey from being a toxic boss to a conscious connector transformed her approach to business and leadership.Embracing Spiritual Practices: Learn about Dom's experience with breathwork ceremonies and how they facilitated healing and personal growth.Navigating Change: Dom shares insights on overcoming resistance and navigating personal and professional transitions with grace and authenticity.The Role of Investing: Gain insights into Dom's perspective on investing in oneself, businesses, and holistic wellness practices as key components of personal and professional development.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Dom Farnan is a former corporate recruiter turned conscious leadership coach and connector. With a background in working with major tech brands, including Samsung, Snapchat, and Qualcomm, she transitioned from being a workaholic to embracing holistic wellness practices and conscious leadership principles. Dom is passionate about empowering individuals and organizations to lead with authenticity, compassion, and purpose.  Join InvestorMindset.com for more!

After realizing he was losing a significant portion of his income because of his tax liability as a high-income earner, JP Albano looked for the perfect avenue to make the most of his hard-earned dollars and eventually found real estate investing.Let's be motivated by JP's success story, the skills learned that helped him overcome challenges, and his uncommon and bold step to syndicate his first deal. Listen to this fascinating interview to learn more about his journey!Key Points & Relevant TopicsWhat made JP interested in jumping into multifamily apartment investing and the steps he took to learn itHow JP took advantage of the tax-saving capability of real estate as a high-income earnerJP's journey to partnerships, building relationships, and acquiring his first dealThe impact of real estate investing in terms of community and valuesThe importance of having your WHY when investing in real estateSkills JP had learned from years of investing and the significance of knowing your goals to learn the same skillsWhat it means to become a private equity business ownerResources & LinksSo Rich You Can Quit by JP AlbanoBiggerPocketsEmerging Real Estate Markets by David LindahlApartment Syndication Due Diligence Checklist for Passive InvestorAbout JP AlbanoJP Albano, a soon-to-be best-selling author, Co-Founder and CEO of Significan Lifestyle Communities, with over $60MM in assets under management. JP has spent 20 years in IT, of which 10 were in B2B enterprise sales, selling over $220MM during his career and consistently achieving top sales accolades among his peers. In 2017, he started investing in multifamily apartments and shortly after co-founded Significan Lifestyle Communities, a vertically integrated commercial real estate investment firm with 700 apartment units under ownership. In addition to his experience as an investor, JP is putting the finishing touches on a new book launching in Q2 2023, aimed at helping busy sales professionals learn how to passively invest in multifamily real estate. He co-hosts a podcast series with his business partner and recently started a personal podcast titled, Lessons Around with JP Albano, which aims to help his audience take away valuable lessons he's learned in biohacking, wealth creation, and being a better man. Get in Touch with JPWebsite: https://www.thetechsalesinvestor.com/ https://significanlc.com/ LinkedIn: John-Paul AlbanoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Key TakeawaysChildhood Patterns: Learn how early childhood experiences shape our patterns and beliefs, influencing our approach to success, money, and fulfillment.The Curse of the White Rabbit: Understand the futility of chasing external validation and achievements, and how it can lead to a perpetual cycle of dissatisfaction.From Achievement to Fulfillment: Explore the difference between living as an achiever driven by ego and validation, versus living as a contributor focused on growth and contribution.Embracing Growth and Contribution: Discover the profound shift that occurs when you prioritize personal growth and contributing to others over seeking external validation.Perspective Shifts: Gain insights from Peter's personal journey, including facing adversity such as wrongful imprisonment, and learn how changing your perspective can turn challenges into opportunities for growth and transformation.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Peter Sage is an entrepreneur, mindset coach, and philanthropist known for his work in helping individuals break free from limiting beliefs and achieve true fulfillment in life. With a background in building multiple international businesses and overcoming personal challenges, including wrongful imprisonment, Peter brings a wealth of wisdom and insight to his coaching and speaking engagements. Through his experiences and teachings, he inspires others to shift from a mindset of achievement to one of contribution, unlocking profound joy and purpose along the way. Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook Join InvestorMindset.com for more!

Key TakeawaysThe Power of Structure: Understand how discipline is a natural byproduct of having the proper structure in place.Perseverance Pays Off: Learn from Dre's journey of facing rejection and setbacks in his pursuit of a professional sports career.Selling Yourself: Discover the importance of marketing and sales skills in promoting your talents and opportunities, whether in sports or business.Anchoring Your Discipline: Find out how identifying your burning desire or anchor can fuel your commitment to achieving your goals.Pivoting with Purpose: Explore the decision-making process behind knowing when to pivot in your career and pursue new opportunities.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Dre Baldwin is a former professional athlete turned mindset coach, entrepreneur, and author. With a background in basketball, Dre leverages his experiences in sports to help individuals and businesses unlock their full potential. Through his platform, "Work On Your Game," Dre empowers others to cultivate discipline, resilience, and confidence to achieve their goals in various aspects of life.Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover  Join InvestorMindset.com for more!

In this episode, we've got a fantastic couple joining us on the show, Tyler and Lindsey Goble. Our guests talk about how their investing journey has turned into a mission to make an impact on people and communities, what made them choose flipping over passive investing, and the importance of having an assistant in any business that can help with day-to-day tasks.Plus, Tyler and Lindsey share the value of maintaining good relationships with investors. Don't miss out on hearing their wisdom and success in the investing business!Key Points & Relevant TopicsHow Tyler and Lindsey got into real estate investing and flipping as their way of helping people in needTyler and Lindsey on the active side of investing and the steps they had to take to grow in the flipping businessReasons why they chose Texas over other marketsThe importance of core values in building relationships with investors and communitiesChallenges and advantages of starting to grow a business during the pandemicInvaluable benefits of having a full-time virtual assistantTyler and Lindsey's current focus in real estate and designsGiving back and impacting communities through real estateWhat does success mean for other people?Resources & LinksYour World-Class Assistant by Michael HyattApartment Syndication Due Diligence Checklist for Passive InvestorAbout Tyler and Lindsey GobleTyler grew up in Plymouth, Michigan and attended the United States Naval Academy where he played varsity football on the most successful team in school history. Upon graduating in 2016 with a Bachelor of Science in Quantitative Economics, Tyler commissioned into the USMC and went on to serve as an infantry officer, predominantly as a Weapons Platoon Commander and Weapons Company Executive Officer. Following his tour as an infantry officer, Tyler was selected to attend the Naval Postgraduate School in Monterey, CA to be trained as a Data Scientist. He obtained a Master's of Science in Operations Research with a focus on Statistical Machine Learning. While in Monterey, Tyler and his wife Lindsey launched LTG Investments, an impact driven real estate investment firm. Tyler is currently serving as a Data Scientist for the Marine Corps Recruiting Command.Lindsey found her love for architecture and design after renovating her first hurricane-wrecked home with husband Tyler just after getting married in 2019. She was motivated to return to school and study Interior Architecture and Design at The Academy of Art University in San Francisco. Since 2019, she has designed and led project management on nearly 30 homes, including a short-term home for exploited youth in 2021. Lindsey has an intense passion to transform  spaces with tailored designs that are more than just aesthetically pleasing—they add real, tangible value to homeowners lives.Both Tyler and Lindsey channel their efforts and the success of their ventures into humanitarian causes, notably Unbound Now, a global anti-human trafficking nonprofit. They view their business as a tool to give back to worthy causes and see this as the greatest motivation to grow. Get in Touch with Tyler and Lindsey Website: https://www.lindseygoble.com/ Lindsey's Instagram: @lindseyngobleTyler's LinkedIn: Tyler GobleTo Connect With UsPlease visit our website www.bonavestcapital.com and click 

Key TakeawaysThe Importance of Listening: Jane emphasizes the significance of active listening in understanding clients' needs and building trust, whether representing buyers or sellers.Confidence and Integrity: Learn how confidence and integrity are vital in navigating transactions with high-net-worth clients and maintaining a sterling reputation in the industry.Servitude and Respect: Discover the value of approaching every client interaction with humility, respect, and a commitment to providing exceptional service.Adaptability and Growth: Jane's journey highlights the importance of adapting to change, seeking mentorship, and continuously honing one's skills to thrive in dynamic business environments.Financial Independence through Investment: Gain insights into Jane's approach to building financial independence through strategic investments and leveraging her expertise in real estate.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Jane Bond is a trailblazing real estate broker with a remarkable track record of success in selling multi-million dollar properties. With a background in hospitality and a keen understanding of client service, Jane's journey from flight attendant to real estate mogul exemplifies the power of confidence, integrity, and determination. Her commitment to excellence and unwavering dedication to her clients have earned her a reputation as a trusted advisor in the competitive real estate market. Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call. Join InvestorMindset.com for more!

Key TakeawaysPrioritize Others: Shift from a self-centered mindset to prioritizing the growth and development of those around you.Challenge the Status Quo: Embrace challenges from all levels of your organization, fostering a culture of open dialogue and continuous improvement.Embrace Vulnerability: Recognize that vulnerability is a strength, not a weakness, and create a safe space for authentic communication and feedback.Lead with Principles: Establish clear guiding principles for behavior and decision-making, aligning actions with values to drive meaningful change.Transformative Self-Reflection: Use the "mirror of truth" to engage in introspection and evaluate whether your actions align with your desired impact and legacy.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Kyle McDowell is the author of "Begin with We: Ten Principles for Building and Sustaining a Culture of Excellence." With over 28 years of experience in corporate America, Kyle's journey from a traditional boss to an impact-driven leader has reshaped his approach to leadership. Through his coaching and consulting work, Kyle empowers individuals and organizations to prioritize others' growth, challenge the status quo, and lead with authenticity and purpose. His transformative insights inspire others to create lasting impact in both their professional and personal lives. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

Key TakeawaysHistorical Context: Gain a deeper understanding of current financial trends by exploring pivotal events from America's financial past.Emotional Intelligence: Learn how historical knowledge can mitigate emotional reactions during market turbulence, preventing hasty investment decisions.Institutional vs. Individual Investing: Understand the differences in investment strategies between institutions and high net worth individuals, and how to navigate them effectively.Lessons Learned: Explore how past financial crises inform strategies for navigating present-day challenges, such as inflation and economic uncertainty.Long-Term Perspective: Embrace a long-term investment mindset by drawing insights from historical patterns and trends, fostering resilience in volatile markets.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/investAbout our Guest:Mark J Higgins is an esteemed financial consultant and author with a passion for unraveling the complexities of financial history. With years of experience advising large institutional plans, Mark brings a unique perspective to the table, blending intellectual curiosity with extensive research to provide actionable insights for investors. His groundbreaking book offers a comprehensive look at the financial evolution of the United States, empowering readers to make informed investment decisions grounded in historical wisdom. Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call. Join InvestorMindset.com for more!

Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is going all index funds the right move for you? Joining us is CFP and President of Bona Fide Wealth, Douglas Boneparthe. Also joining us is Crystal Hammond, host of our sister show, Stacking Deeds. And finally joining us from his bunker deep under Los Angeles is the creator of the award-winning blog lenpenzo.com, Len Penzo. We dive into the difference between active and passive funds, break down the history of each, and pontificate on where we think the investment world is heading. Plus, what are the risks of cap-weighted index funds? In the second half of the show, sponsored by DepositAccounts.com, we dive into the industry secrets and their smoke-and-mirrors tricks. Be sure to stick around for our ongoing year-long trivia competition. Doug brings us some diminutive French leader-themed trivia. You won't want to miss it! FULL SHOW NOTES: https://www.stackingbenjamins.com/active-vs-passive-fund-debate-1493 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Key TakeawaysShift from Making to Receiving: Embrace the mindset that you receive money rather than making it, fostering a more positive relationship with wealth.Practice Appreciation: Cultivate gratitude for the money flowing into your life, recognizing the abundance that surrounds you.Build Trust: Develop trust in your financial journey, alleviating worries and anxieties about money through a sense of confidence and security.Embrace Generosity: Understand the importance of sharing wealth, as giving back and supporting others are integral to experiencing true happiness.Define "Enough": Reflect on what "enough" means to you personally, finding contentment and fulfillment within your current financial circumstances rather than succumbing to the trap of comparison and consumerism.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Ken Honda is a bestselling author, financial educator, and speaker, renowned for his expertise in blending Zen philosophy with modern money management principles. With a background in finance and entrepreneurship, Ken embarked on a journey to explore the deeper significance of wealth and happiness, leading him to become a leading voice in the realm of personal finance. His bestselling book, "Happy Money: The Japanese Art of Making Peace with Your Money," has inspired millions worldwide to transform their relationship with money and find greater fulfillment in their lives. Ken's unique approach to wealth emphasizes the importance of inner harmony and emotional well-being, making him a sought-after mentor and speaker in the field of financial empowerment. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

Multifamily Active Investing VS Passive InvestingSupport the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2024 Capital Raising virtual conference - https://multifamilyap360.mykajabi.com/offers/8BUi5nUm To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

Tired of the daily grind?  Dreaming of financial freedom fueled by passive income? If so, this episode is for YOU!Invest with confidence:  Forget the stress of chasing unpredictable returns. Learn how to identify reliable deals that generate passive income even while you sleep. Listen to Chris Miles as he shares the secrets to minimizing your time commitment while maximizing your profits. Ready to join the community and build your wealth?  visit The Landsharks Program now.---------Show notes:(0:57) Beginning of today's episode(5:55) Active Investing vs. Passive Investing(9:21) From salesman to real estate investor(13:26) Supercharged Tax-Free Savings Account(14:23) Keeping the majority of your cash reserves in your life insurance policy(22:50) How to start with infinite banking?(25:26) Be aware of upfront costs----------Resources:Money RipplesTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Key TakeawaysChildhood's Impact: Discover how childhood experiences shape mindset and influence financial success.Fearless Entrepreneurship: Learn about Nicole's transition from corporate America to mortgage lending and building a thriving business.Adapting to Market Changes: Understand the challenges and opportunities in the mortgage industry amid fluctuating interest rates.Strategic Real Estate Investing: Explore Nicole's approach to building a diverse real estate portfolio, including residential and commercial properties.Wealth, Freedom, and Mindset: Uncover the importance of defining personal goals, embracing abundance, and achieving financial freedom.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest.  About our Guest:Nicole Reuth is a seasoned entrepreneur and Colorado's leading mortgage broker. With over a decade of experience, Nicole's journey reflects resilience, determination, and a commitment to empowering others. From overcoming childhood struggles to building a successful business and real estate portfolio, Nicole is passionate about inspiring individuals to break through limitations and create a life of abundance. Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook Join InvestorMindset.com for more!

Key TakeawaysFreedom of Time: Learn why achieving financial freedom alone is not enough; the ultimate goal is freedom of time to pursue what you love without being tied to a job.Multifamily Investing: Understand the scalability and advantages of multifamily investments over single-family properties, providing more passive income and work flexibility.Cash Flow vs. Appreciation: Explore the importance of prioritizing cash flow over appreciation in real estate investments and how it can lead to making work optional.Overcoming Analysis Paralysis: Recognize the common obstacle of analysis paralysis and the significance of taking action to gain experience and learning in the investment journey.Continuous Learning: Embrace the mindset of continuous learning, humility, and adaptability in the ever-changing landscape of real estate investing to reduce risks and increase returns.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Bronson Hill, a seasoned investor and author of "Fire Yourself," brings a wealth of experience in multifamily investing and syndication. With a background in medical device sales, Bronson successfully transitioned from a W-2 job to achieving time freedom through strategic real estate investments. Having raised over $40 million and worked with 1500 investors, he is passionate about helping others understand the power of passive income and making work optional. Join Bronson as he shares valuable insights and actionable strategies on the path to financial and time freedom.Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook Join InvestorMindset.com for more!

Have you ever felt your W2 job is not the best option to live your desired lifestyle? Did you know there's a way to start investing without putting your family's interest at risk?As a former full-time worker, Jay Helms will share his experiences that will resonate with a lot of people, how he eventually quit his job by investing in rental properties, and his community's mission to help people invest actively in the right way. This episode covers more talking points about family and business life, so tune in!Key Points & Relevant TopicsThe point where Jay realized investing in rental properties without having to go back to working full timeBalancing a full-time W2 job, family life, and side hustles simultaneouslyHow successful people from Jay's investing community are achieving their goals The importance of being clear with what you want to accomplish in real estate as a W2 worker2 biggest things you (as a W2 worker) need to expect in real estate before quitting your jobW2 Capitalist Community: What people can learn and its value for active investors and busy parents or professionalsWhy building partnerships is such a powerful piece in avoiding or minimizing investing mistakesSome criteria you might consider in evaluating a potential business partnerHard money lending: What it is, how it works, its benefit for investors, and how it differs from syndicationsJay's book “Make An Offer” and the value it could bring to investorsResources & LinksRich Dad Poor Dad by Robert T. KiyosakiTo join Jay's investing community and mastermind, go to https://w2capitalist.com/pro/ or https://w2capitalist.com/membership/. Grab your FREE copy of Jay's book “Make An Offer” by visiting http://makeanofferbook.com/. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Jay HelmsThe most interesting thing about Jay is he met his wife while they were contestants on a reality TV show back in 2008 and now their family of 5 enjoys a life of nomadic slow travel living while remotely self-managing their portfolio.  Jay Helms is a best-selling author and Founder of The W2 Capitalist, a mastermind community for busy parents who want to double their cashflow. Jay has been featured twice on BusinessInsider.com, and knowing that closing on the first deal is the biggest hurdle and mental roadblock for new investors, Jay is giving away free copies of his Amazon #1 Best Selling, Make An Offer.  Timid, apprehensive, and fearful about purchasing his first single-family rental, Jay now owns over a million dollars in real estate assets and escaped the rat race after just 6 years of side hustling in real estate investing. Get in Touch with JayTEXT Jay's mobile: 205 249 0248Website: https://w2capitalist.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Key TakeawaysThe Power of Network: Learn why building and maintaining a strong network is crucial for successful private equity deals.Entrepreneurial Mindset: Understand how an entrepreneurial mindset can be a game-changer in identifying and maximizing opportunities in private equity.Balancing Passion and Profit: Explore the intersection of passion and profit in choosing projects and investments, creating a win-win scenario.Adding Value: Discover the art of adding disproportionate value to businesses, whether through skills, expertise, or strategic insights.Asymmetric Odds: Gain insights into finding and leveraging opportunities in the private equity market that offer asymmetric odds for success.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Andy Hagans is a seasoned entrepreneur with over 20 years of experience in building, selling, and investing in businesses. After successfully exiting businesses, he transitioned into the world of private equity, where he combines his entrepreneurial mindset with strategic investments. Andy is passionate about unlocking value in existing businesses and shares his insights to empower others in the private equity game.Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!