Podcasts about assetshow

What if you could build real wealth—without sacrificing your time, your energy, or your peace?In this game-changing episode of The Mind of George Show, I sit down with Chris Miles, founder of Money Ripples and cash flow strategist for entrepreneurs and high-performers who want to achieve financial freedom fast—without grinding themselves into the ground.Chris shares the real reason most people never build wealth (even if they make good money), how to escape the “accumulation trap,” and why financial freedom has less to do with income and more to do with control.This episode is packed with truth bombs, mindset shifts, and practical steps to help you stop working for money—and make your money start working for you.What You'll Learn in This EpisodeThe biggest myth about financial freedom (and what it actually means)Why the “accumulation model” is broken—and what to do insteadHow to create cash flow from your current assetsHow to get out of the financial hamster wheelThe difference between passive income and leveraged incomeHow to design a life of freedom before you hit your “number”Key Takeaways✔️Financial freedom isn't about saving more—it's about creating better cash flow.✔️Most people don't realize they're playing the wrong money game.✔️You don't need to retire—you need your income to be passive.✔️If you don't control your time, you don't control your life.✔️Invest in things you understand, that cash flow now, and are in your control.✔️You don't need a million dollars—you need a different strategy. Timestamps[00:00] – The “retire early” trap and why most advice is flawed[03:30] – Chris's backstory: financial planner to financially free[08:00] – The accumulation model vs. the cash flow model[12:00] – What financial freedom really means[17:00] – The problem with focusing on net worth[21:00] – Where to look for leverage and passive income[25:00] – How Chris hit $10k/month in passive income[29:00] – What keeps people financially stuck (even if they earn well)[34:00] – Common mistakes high performers make with money[40:00] – Simple steps to start building freedom today[45:00] – Why freedom is a mindset before it's a number[50:00] – Final thoughts + the biggest wealth reframeYour Challenge This WeekAudit your current income streams: how many are passive vs. active?Ask yourself: “Do I want freedom—or am I just chasing more money?”DM @itsgeorgebryant and @chriscmiles with your biggest takeaway from the episode—we want to hear what hit home.Resources MentionedLearn more about Chris's work and coaching at moneyripples.comDownload free cash flow tools and get access to his trainingListen to Chris's podcast: “Money Ripples”Instagram: @chriscmilesJoin The Alliance – The Relationship Beats Algorithms™ community for entrepreneurs who scale with trust and connectionApply for 1:1 Coaching – Ready to build your business with sustainability, impact, and ease? Apply hereLive Events – Get in the room where long-term success is built: mindofgeorge.com/event

Send us a textWelcome back to the Retirement Learning Lab! In this episode, Van Richards continues the "Getting Your Financial House in Order" series by showing you how to transform your organized documents into a crystal-clear picture of your true financial position.What You'll Learn:The critical difference between having organized documents and actually knowing what you're worthWhy even intelligent professionals struggle with financial planning (featuring real client stories)The three essential components of a complete financial inventoryHow to avoid the costly mistakes that could derail your retirementReal Stories That Will Open Your Eyes: Van shares two powerful client stories: Bob and Susan, who discovered they had $750,000 MORE than they thought (and could have retired years earlier), and Tom, who thought he had $900,000 but actually had only $525,000 (avoiding a retirement disaster).Key Topics Covered:Assets, liabilities, and net worth calculationSpecial considerations for retirement planningTax implications of different asset typesLiquidity considerations and growth vs. income assetsHow high debt can block access to reverse mortgagesThe emotional side of financial discoveryYour Free Tool: Download the Retirement Life Workbook Module 1 at forms.richardsfinancialplanning.com - the same organizational system Van uses with paying clients, now available free to help you create your comprehensive financial inventory.Action Steps for This Week:Gather all financial statementsList every asset with current valuesDocument all liabilities and debtsCalculate your net worth and liquid net worthReview everything with your spouseRemember: You can't solve problems you don't know you have, and you can't take advantage of opportunities you don't know exist. Your journey from insecure to in control starts with knowing exactly where you stand today.Next Week: Understanding what your financial inventory means for your retirement goals and tax-sensitive account strategies.Educational content only - not investment advice

Send us a textNeed cash fast? Here's EXACTLY what I'd do (and how to turn it into recurring revenue)What would you do if you needed to make money, like, yesterday? No big launch, no funnel-finesse. Just a simple, strategic cash injection that actually works. That's exactly what I'm walking you through in today's episode—how to bring in quick cash without burning out (and how to use it as the foundation for repeatable, recurring income).If you're looking for a super practical, straight-talking breakdown of how to audit your business, pull something valuable out of your digital junk drawer, and turn it into money this week... this is your episode.Also: The Lazy Money Masterclass is coming up! It's only $35 (in honor of my 35th birthday!), and I'll be showing you how to build a rinse-and-repeat funnel from what you already have.Here's what we're diving into:My exact process for bringing in 3-5K fast without launchingThe key questions to audit your existing content + assetsHow to know if your audience is warm enough for high ticketThe right way to package a quick-win offer (that still sells!)How to sell it fast without a fancy funnel or sales pageWhy cash injections are the first draft of scalable offersTurning quick sales into long-term leverageWhat consistency really means (and how to make it doable)Resources Mentioned:Lazy Money Masterclass: https://yaelbendahan.com/LMMPod LINKS

In this inspiring episode, I'm joined by the remarkable Lori Pappas, who shares her extraordinary journey of personal and professional reinvention. Now in her 70s, Lori reflects on why this might just be the best decade of her life.From breaking through early career challenges in a male-dominated industry to spearheading meaningful projects in Ethiopia, Lori brings wisdom, humour, and heartfelt stories to the conversation. We explore what it means to reinvent yourself at any age, the power of choosing how we respond to life's challenges, and how cultural experiences can profoundly shape who we are.Lori opens up about:Why multitasking is one of women's greatest assetsHow setting boundaries has protected her energyThe transformational power of saying yesHer transition from being a doer to embracing simply beingWhat it was like writing a book to encapsulate her journey and lessonsWe also talk about creating an action plan for life, navigating recovery, and how sharing our stories can spark healing in others.This is an episode full of warmth, encouragement, and perspective. Whether you're contemplating your next chapter or already on the journey, Lori's insights will remind you that reinvention is not only possible—it's powerful.

Send us a textMiguel Armaza sits down in NYC with Anré Williams, Senior Executive Advisor at American Express. Anré has spent over 35 years at Amex, rising from summer intern to, most recently, CEO of American Express National Bank (which represents ~60% of the company's revenues). Under his leadership, Amex transformed its banking business into a top 25 US bank by assets.Amex is one of the oldest financial services companies in the world. The company is 150 years old and in 2024, they reported record revenues of $66 billion dollars.We discuss:The Amex playbook for maintaining industry-leading low loss rates even through major economic crisesBuilding the AmEx digital bank from a small operation into a powerhouse with over $100 billion in assetsHow hyper-targeted data analytics revolutionized Amex's global expansion strategyLessons from pioneering fintech partnerships with disruptors like Square, insights on effective mentorship... and lots more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join 75,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Send us a textIn this episode we interview Maurice Maxwell, the Digital Marketing Director at Hasura, a fast-growing developer tool company transitioning into the AI space.What you'll learn in this episode:Why understanding your audience determines whether to lead with video or textThe surprising reason video content tends to outperform long-form articles in B2BMaurice's full content repurposing workflow: from webinars to social clips, ads, emails, and SEO blogsWhich AI tools Maurice uses to slice and optimize long-form video into dozens of assetsHow to build a repeatable system that informs your content strategy with real engagement dataWhy marketers should embrace repetition and resist the urge to reinvent the wheel every timeMaurice blends real-world marketing experience with honest, practical insights—this episode will reshape how you think about content creation and consumption.

What happens when your Airbnb guest sues you—and are you actually protected?In this episode of Cash Flow Positive podcast, Kenny Bedwell invites tax attorney and strategic advisor Anthony Brister to share crucial insights into asset protection, estate planning, and insurance—especially for short-term rental (STR) investors.Anthony, founder of the Brister Law Firm, breaks down the levels of legal and financial protection STR operators should consider, from forming the right kind of LLC to understanding when it makes sense to consider charging order protection entities, umbrella policies, or trusts.Together, Kenny and Anthony dissect real-world strategies for STR investors looking to protect their assets while growing their portfolios the smart way. They also share stories—like Kenny's own experience of being sued by a guest—that bring home the urgency of getting your protection and paperwork in place before problems arise.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!In This Episode You'll Learn:Why setting up an LLC is not enough—and what formalities you must follow to actually be protectedHow to layer your protections over time as your STR portfolio growsWhat a revocable trust really protects—and why it's about more than just assetsHow the state where you form your LLC could make or break your legal shieldThe single most overlooked insurance mistake STR investors makeWhat umbrella policies do (and don't) cover in real-life lawsuitsHow to time a deed transfer to an LLC without raising red flagsWhen it's worth considering advanced tools like family limited partnerships or irrevocable trustsWhy asset protection is about planning ahead—not reacting too lateAnd much more...Resources:Connect with Kenny on LinkedInFollow Kenny on InstagramBrister Law Firm, PLLC

The Federal Bureau of Investigation's (FBI) Virtual Assets Unit Chief Patrick Wyman, joins Ari on this episode of TRM Talks to explore the Bureau's evolving strategy for combating crypto-related crime.Patrick shares his unconventional journey from mortgage fraud investigator to leading the FBI's work on virtual assets. He explains how the Virtual Assets Unit operates as a cross-programmatic force multiplier — supporting investigations from terrorism financing to child exploitation to ransomware.Their conversation highlights real-world cases, including a proactive victim outreach initiative tied to crypto investment fraud. This effort has already helped over 4,300 victims avoid further losses — saving an estimated USD 285 million.Key discussion points include:How law enforcement uses blockchain intelligence to disrupt illicit financeThe rise of crypto in every type of crime — from cyber to violent offensesThe evolving definition of “wins” in the age of digital assetsHow seizing and forfeiting billions in crypto is now reshaping public sector ROIPatrick also discusses the critical importance of interagency collaboration, public-private partnerships, and why education — not just enforcement — is essential to staying ahead of bad actors who move at the speed of the internet.

David Leuschner and micrentals.com president Stephen Arruda discuss church stewardship. Topics include:How does poor stewardship lead to burnout?How can budgeting be made easier?The best way to manage capital assetsHow your personal finance habits can shape decisions you make for your churchwww.worshipfacility.comwww.churchfacilitiesexpo.comhttps://www.facebook.com/Worship-Facility-110355098336978https://twitter.com/worshipfacilityhttps://www.linkedin.com/in/worship-facility-13ab9b239/

Presidential candidates Donald Trump and RFK Jr., as well as Senator Cynthia Lummis, have proposed the U.S. establish a strategic bitcoin reserve. George Selgin of the Cato Institute unpacks their various proposals.Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.In this episode, George Selgin, senior fellow at the Cato Institute, discusses the recent proposals by Donald Trump, Robert F. Kennedy Jr., and Senator Cynthia Lummis for the U.S. government to establish a strategic bitcoin reserve. George provides his insights into the differences between these proposals, their potential implications, and why he believes the government should not be investing in bitcoin or other assets.Show highlights:How the Bitcoin proposals by Trump, RFK Jr., and Lummis differWhy George believes that Trump's proposal to not sell the government's bitcoin is just symbolic What the purpose of acquiring BTC is in the Lummis and RFK proposalsWhether the government should even be investing in bitcoin or other assetsHow would the government buy BTC as per the Lummis billHow likely is it that the bill passes through CongressVisit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!iTrustCapitalPolkadotGuestGeorge Selgin, Senior Fellow and Director Emeritus of the Cato Institute's Center for Monetary and Financial AlternativesUnchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, another remarkable guest joins us, San Eng! He's here to share his success in the industry across the US, Canada, and Asia markets, the failure he had to overcome along the way, what it's like to live financially stable through multiple businesses, and more. Don't miss out on another great conversation!Key Points & Relevant TopicsSan's business journey and his life after selling his assetsHow driving and traveling can lead to finding opportunities and great investmentsSan's business model and some of his strategies from acquiring to selling dealsInvesting in the US vs. AsiaSan's current focus in real estateWhy you should be persistent and treat real estate investing as a businessResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout San EngSan is an “Investorpreneur.” As an investor, San has managed billion-dollar funds and deployed US$700+ million in the technology, infrastructure, consumer, blockchain, agriculture, and real estate sectors in the USA, Canada, and Asia. San's private equity firm has been ranked Top 30 and Top 50 in China. As an entrepreneur, San has founded and led ventures raising $200+ million. He has been seated on boards and advised founders of three dozen companies. In real estate, San has invested hundreds of millions of dollars in single-family homes, farmland, mortgage funds, retail/commercial and multifamily apartments in North America and Asia. San's ikigai (reason for being) is his family and coaching his 3 daughters (and targeting one million more) through GenFIRE to achieve Financial Independence, Reach Excellence. San is dedicated to education through leading GenFIRE and sharing insights from his books, the Wall Street Journal & USA Today best-seller Ten Commandments of Investing (#10Cs) and its upcoming sequel Ten Commandments to Generational Wealth (#10C2). San has taught investing as Adjunct Professor at prestigious universities and served on boards of educational institutions such as the Wharton Club of Shanghai. He is currently the President of the University of Pennsylvania alumni club of Tampa Bay.Get in Touch with SanWebsite: https://skytiancapital.com/ / https://genfire.co/ X (Twitter): @TheSanEngFacebook: Skytian CapitalLinkedIn: Skytian CapitalTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Alex Thorn, head of research at Galaxy, sees inflows to spot bitcoin ETFs reaching more than $14 billion in the first year after a potential SEC approval and the price of bitcoin spiking to $47,000. He also sees approval of these products possibly occurring this year. In a recent report, Alex Thorn, head of research at Galaxy, predicted that inflows to spot bitcoin ETFs would rise above $14 billion in the first year following the potential approval by the Securities and Exchange Commission of multiple applications the agency is considering. Thorn called the availability of this product significant because it will give financial advisors and wealth managers accessibility to digital assets in a way that will be acceptable to clients seeking exposure to crypto. He also believes approval of a spot BTC ETF could occur this year before the holidays and draws comparisons between Bitcoin and gold as investment products. Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Stitcher, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.Show highlights | Why Alex believes this is a significant moment for BitcoinHow, in Bitcoin, retail had access to this asset before institutionsWhy Alex expected the spot Bitcoin ETF approved this yearWhat the capital inflows Galaxy expects to be in the first years and how they arrive at those numbers Whether the addressable market will increase significantly for BitcoinWhat will be the average percentage of assets adding BTC exposureWhy Alex compares Bitcoin to gold, and what he learned after comparing both types of assetsHow much the price of Bitcoin will increase after the first year of the ETF approval, according to Galaxy's reportHow the several spot Bitcoin ETFs will be differentiated Thank you to our sponsors! Crypto.com | Arbitrum Foundation | Popcorn NetworkGuest | Alex Thorn, head of firmwide research at GalaxyLinks | Previous coverage of Unchained on spot Bitcoin ETFs:Why a Spot Bitcoin ETF Will Probably Launch No Later Than January 10Why It Looks Like BlackRock Could Win America's First Spot Bitcoin ETFThe Chopping Block: Are We Back? The 'Low IQ' Response to the Potential Spot Bitcoin ETFUnchained: Bitcoin Soars Past $35,000 Amid Spot ETF OptimismBitcoin ETFs Explained: What Are They & How Do They Work?CoinDesk: BlackRock Bitcoin ETF in August Got on DTCC Site That Just Belatedly Moved Markets12 spot bitcoin ETFs in consideration by the SECGalaxy: Sizing the Market for a Bitcoin ETFAlex's thread drawing out highlights from the reportAlex's thread on the potential for a “gamma squeeze”CoinShares Digital Asset Funds Flow Weekly-Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There are over 200,000 acquisition professionals and federal buyers in the Federal Market but most small businesses only reach 1% How can you reach the other 99% in FY2024?If federal buyers can't find you or see you, how can they buy from you? How can you make your #smallbusiness 'visible' to Federal Buyers for FY2024? https://www.govconchamber.com/focusvisibility✅ 2023-October 17 REGISTER TO NETWORK WITH OTHER FEDERAL CONTRACTORSNEIL'S "No Nonsense Virtual Networking" eventhttps://www.govconchamber.com/networking

In defence of distinctiveness Cathal Gillen is co-founder of Distinctive Brand Asset Research & Tracking agency Distinctive BAT. Cathal has a background agency and client side and has held marketing effectiveness roles in the likes of William Grant & Sons. Cathal set up the agency in 2021 and works with clients like betfair, linkedin, lipton and kerrygold. This episode is all about distinctiveness, What we mean when we say distinctive assetsThe value of distinctive assetsHow to measure that valueWhy you need to care about itWhy a brand director needs to leave a legacy of distinctiveness Where to start with it allWhere differentiation fits into the whole picture Enjoy this episode with Cathal Gillen, To contact That's What I Call Marketing Email thatswhaticallmarketing@gmail.com Instagram www.instagram.com/thatswhaticallmarketing/ X twitter twitter.com/thats_marketing .Youtube: www.youtube.com/@thatswhaticallmarketing You can listen to all old episodes www.thatswhaticallmarketing.com/listen Hosted on Acast. See acast.com/privacy for more information.

In this episode of "Agents of Nonprofit," host Alexander Lapa engages in an enlightening conversation with Carlos Restrepo about the fascinating world of digital asset fundraising.From the emergence of Web3 technology to the potential of NFTs and metaverse platforms, this episode delves into innovative strategies that nonprofits can use to diversify their revenue streams and connect with a broader audience.Topics We Cover:Carlos' transition from the healthcare industry driven by the unique blend of purpose and efficiency present in nonprofit work.The evolution of Web3 technology and the ownership of digital assetsHow organizations can leverage Non-Fungible Tokens (NFTs) in their fundraising effortsMetaverse platforms like Upland, where nonprofits can engage creators and donors in virtual spaces that align with their missionThe importance of aligning digital assets with an organization's mission and how diversifying income sources through technology can foster adaptability and innovation.Exploring platforms like Twitter and LinkedIn, where burgeoning communities discuss crypto, NFTs, and Web3The challenges and opportunities in the adoption of NFTsTo Learn More and Connect with Carlos:Carlos on LinkedIn

Drew White is a former pediatric oncology nurse turned Modern Wealth Consultant for real estate investors, business owners, and athletes. He teaches people the Infinite Banking Concept and strongly believes everyone should become their own banker, because all the other ones suck. Drew wants to bring banking back to the you and me level. Graduating nursing school with $150,000+ in student loan debt led Drew down a path to entrepreneurship, real estate investing, bitcoin, and infinite banking.Main Points:Becoming Your Own Banker - How it works, why it's the best place for investors to store their wealth, taxes, and money they set aside for repairsThe Banking System - How it works and why Banks aren't a safe place to store your moneyReal Estate - How it works hand-in-hand with infinite bankingHow I went from flipping mobile homes to investing in mobile home parksMy journey from nurse to Modern Wealth ConsultantThe importance of buying cash-flowing assetsHow is this whole life insurance policy different from traditional whole of life insurance policies?Can you talk a bit about legacy planning?What are your three biggest tips for someone wanting to get started with the modern wealth strategy you recommend? Connect with DrewWhite:www.ibcdrew.comdrewwhite@createtailwind.com14025152692https://www.linkedin.com/in/ibcdrew/

Nate Wyne, Co-Founder & CEO of Floodlight talks about how they've grown past $1 MN$ ARR by helping companies measure their greenhouse emissions.How their product SAGE delivers asset-level measurements of greenhouse gases using satellites & ground sensorsHow they broke through to 20 customers doing past $1 MN$ in ARR in just 12 monthsHow they used warm intros from their institutional investors as a primary channel to acquire most of the customers so farHow they sell primarily to two personas - PE (private equity) firms to vet their deals & other companies who want to track their assetsHow their sales cycle looks likeHow an SEC ruling recently forced every C-level executive to start measuring & reporting their ESG reportingHow they manage to keep an ongoing subscription with PE firmsTeam, funding status & future vision for the companyYou can also view the video on youtube here.

As we celebrate this podcast's first anniversary today, we'll talk about why education should be the foundation of all your investment decisions and why now is the best time to buy tangible and valuable assets. Don't miss out on this special episode!WHAT TO LISTEN FORWhy you should start investing in real estate nowThe greatest mistake you can make as an investorA reason why most people invest in risky assetsHow real estate can help people build wealthBenefits of learning how to invest in real estateRESOURCE/LINK MENTIONEDThe Millionaire Fastlane by MJ DeMarco | Paperback https://amzn.to/3GDLyd5 and Audiobook https://amzn.to/3V1QcpHCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com

In Episode 1 of Season 3, of Driven By Data: The Podcast our CEO Kyle Winterbottom is joined by Davin Crowley-Sweet, Chief Data Officer at National Highways, where they discuss how to value your data like you value any other asset, which includes;Why CDO's shouldn't expect organisations to know what they want/need How data is an intangible digital asset that can be valued like any other asset whether you do something with it or notThe difference between “value” and “benefits” are how we're confusing themWhy it makes no sense that our balance sheet tells us more about our furniture than it does about data How he was able to value the data asset at £60 billion which was 50% of the value of the roads and 10x more than their technology assets Why valuing your data drives proportionate capital investment into itData Literacy V Business Literacy How the data strategy took 12 months to complete, included input from 300 people and identified circa £1 billion of potential upside The role that Anmut played in helping to value their data assetsHow they calculated it would cost £300m to realise £1bn in return and the strategy to do that cost £3mHow one project cost £400K to deliver over 6 months and returned £60 millionThe difference between quick wins and being opportunistic Why you must be a business leader first and a data leader second Why you have to frame data in a language your business understands How being able to quantify & articulate the value and benefits of data has made attracting talent much easier The mistakes he made at the startWhy you need to be disruptive but not cause disruption

Today we hear from Todd Grote and Rick Flagg from OnTrak Software, who give a demo of POS marketing software management tools for Beer Wholesalers.Ten of the Top 20 Beer Wholesalers depend on OnTrak solutions every day. In this podcast you'll learn how they do it.Key TopicsTools to closely monitor your investments in POS marketing assetsHow to significantly reduce costs while increasing accountability with suppliers and customersHow to verify draught system compliance and measure tap handle market shareResourcesLearn more about OnTrak SoftwareGet the finance newsletter for beer wholesalers

Explore strategies to grow a short-term rental portfolio in today's conversation with Tamara Jones. As an expert in the vacation rental space, she will share the arbitrage method that helped her grow and how she finds investors in this niche. Stay with us in this conversation to learn more!Key Takeaways to Listen forThe importance of knowing the peak seasons for short-term rental marketsHow an arbitrage method can be used to scale your real estate portfolioStrategies for ensuring the profitability of seasonal short-term rental propertiesThe process of finding investors for short-term rental assetsHow an arbitrage strategy helps mitigate risks for short-term rental investingResources Mentioned in This EpisodeAirbnbCouchsurfingVrboBooking.comZillowThe Raven by Edgar Allan PoeFree Apartment Syndication Due Diligence Checklist for Passive Investor About Tamara JonesTamara Jones is the CEO & Founder of Bucket List Stays, an owner-operated business that creates investment opportunities for investors looking for passive income streams through real estate projects and partnerships with land and homeowners.Connect with TamaraWebsite: Bucket List StaysInstagram: @bucket_list_stays | @travelwithcharityConnect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams.

In this episode, guest host Rick Polsinello speaks with Rob Salvin, Putnam's Head of Corporate and Tax-Exempt Credit within Fixed Income.  Rob is responsible for managing the corporate credit and municipal investment processes. In addition, he is a portfolio manager of the Putnam Convertible Securities Fund, Putnam Diversified Income Trust, Putnam Floating Rate Income Fund, Putnam High Yield Fund, Putnam Master Intermediate Income Trust, and Putnam Premier Income Trust.  During the conversation, they touch on many topics, including: The characteristics of the convertible bond marketWhy investors should own convertible bondsThe relationship between convertible bonds and other assetsHow convertibles have held up in down markets The opportunities in the current convertible marketThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change. Consider these risks before investing: The value of investments in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general economic, political, or financial market conditions; investor sentiment and market perceptions; government actions; geopolitical events or changes; and factors related to a specific issuer, asset class, geography, industry, or sector. These and other factors may lead to increased volatility and reduced liquidity in the fund's portfolio holdings.  These risks are generally greater for convertible securities issued by small and/or midsize companies. Convertible securities' prices may be adversely affected by underlying common stock price changes. While convertible securities tend to provide higher yields than common stocks, the higher yield may not protect against the risk of loss or mitigate any loss associated with a convertible security's price decline. Convertible securities are subject to credit risk, which is the risk that an issuer of the fund's investments may default on payment of interest or principal. Credit risk is generally greater for below-investment-grade convertible securities. Convertible securities may be less sensitive to interest-rate changes than non-convertible bonds because of their structural features (e.g., convertibility, “put” features). Interest-rate risk is generally greater, however, for longer-term bonds and convertible securities whose underlying stock price has fallen significantly below the conversion price.  Our investment techniques, analyses, and judgments may not produce the intended outcome, and the investments we select for the fund may not perform as well as other securities that were not selected for the fund. We, or the fund's other service providers, may experience disruptions or operating errors that could negatively impact the fund. You can lose money by investing in the fund.See episode transcript for full disclosureInvestors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing.Putnam Retail Management AD2475277 10/22

Join Mike Cavaggioni with Omar Khan on the 122nd episode of the Average Joe Finances Podcast. Omar shares his strategies for developing strong relationships with private and institutional investors, brokers, and strategic partners.In this episode, you'll learn:How Boardwalk Wealth is purchasing businessesThe difference between real estate assets and business assetsHow to negotiate with future investorsWhat characteristics to look for reliable operatorsAnd so much more!About Omar Khan:Omar Khan, CFA is the Founder & Managing Partner of Boardwalk Wealth, a private equity firm specializing in multifamily apartment syndications as well as quick service restaurants, in addition to other alternative investments.Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, he has closed on over $250 million of assets across Texas, Georgia, Florida, and South Dakota.Find Omar Khan on:Website: https://www.boardwalkwealth.com/Facebook: https://www.facebook.com/boardwalkwealthInstagram: https://www.instagram.com/boardwalkwealth/LinkedIn: https://www.linkedin.com/in/omark1/Youtube: https://www.youtube.com/boardwalkwealthAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksTools and resources I use:CRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinancesFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine: www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://www.averagejoefinancespod.com/episodes--------------Tropical Sensation by Mike Leite soundcloud.com/mikeleite Creative Commons - Attribution 3.0 Unported - CC BY 3.0 Free Download/Stream: https://bit.ly/-tropical-sensationMortgage Connects, an MGIC PodcastInsights and tips from top mortgage industry pros!Listen on: Apple Podcasts SpotifySupport the show

Arbitrum is a Layer 2 scaling solution for the Ethereum blockchain which helps reduce high transaction gas fees. Arbitrum uses a multi-round optimistic rollup that regularly checks in with Ethereum's main chain. OG cypherpunk and ex deputy CTO of the USA, Ed Felten, is one of the creators of Arbitrum. He joined us for an in depth chat about how transactions are processed on the protocol, who validates them, what the security guarantees are, and how the economics will work in the longer term.Topics covered in this episode:Ed's background (including his time as deputy CTO of the USA!) and what led him to creating ArbitrumA walk back to pre-blockchain cryptoWhy Arbitrum chose to build on top of EthereumWhat are roll-ups and what's the user experience with them on Arbitrum?A deep dive into how transactions work on ArbitrumHow nodes work on the platformTransaction fees on ArbitrumHow is Arbitrum designed differently to Optimism?Arbitrum and bridges to ETH and other assetsHow will different scaling solutions co-exist in the future?Episode links: ArbitrumArbitrum on TwitterEd on TwitterSponsors: Gnosis Safe: Gnosis Safe is a smart wallet for securely managing digital assets and allows you to define customized access permissions. - https://epicenter.rocks/gnosissafeTally Ho: Tally Ho is a new wallet for Web3 and DeFi that sees the wallet as a public good. Think of it like a community-owned alternative to MetaMask. - https://epicenter.rocks/tallycashSteakwallet: Steakwallet is your new favorite multi-chain, mobile wallet. Tired of having a different wallet for every chain? Get Steakwallet today and get the power of Web 3 across all chains right at your fingertips: https://steakwallet.fi/ -This episode is hosted by Brian Fabian Crain & Friederike Ernst. Show notes and listening options: epicenter.tv/448

Do you want to grow your real estate investing business? Learn the secret behind every successful investor and more in this episode with returning guest Salvatore Buscemi. Listen in until the end, and never miss out on long-term benefits for your business ever again!WHAT YOU'LL LEARN FROM THIS EPISODE Factors affecting global trade and their implications for the US marketWhy are relationships essential in real estate investing?3 methods to protect your assetsHow does emotional intelligence influence investment successIdeal long-term business strategies during a pandemicRESOURCES/LINKS MENTIONEDEpisode 54: Salvatore Buscemi - Raising Capital: How To HOOK Your Investors And KEEP Them! https://podcasts.apple.com/us/podcast/episode-54-salvatore-buscemi-raising-capital-how-to/id1500967265?i=1000531808931 Investing Legacy by Salvatore M. Buscemi https://www.investinglegacy.com/gift; https://amzn.to/3NFQkY1Crypto https://crypto.com/Raising Real Money by Salvatore M. Buscemi https://amzn.to/3QafwYBCFA Institute https://www.cfainstitute.org/ABOUT SALVATORE BUSCEMISalvatore is the CEO and co-founder of Dandrew Partners, a private family investment office, and has managed money successfully for almost 20 years by creating multiple portfolios on various cross-asset platforms. These include Dandrew Partners Encore Ventures, The Dandrew Partners Fine Art Enhanced Income Credit Fund, commercial real estate, and special situation direct investment allocations. He is the author of several books on investing, namely Making the Yield: Hard Money Lending Uncovered and Raising Real Money: The Foundation Handbook for the Real Estate Fund Managers. His most recent work, Legacy Investing: How The .001% Invest, reveals the concerns, passions, and prejudices of the world's wealthiest families and how that influences their investment decision-making.CONNECT WITH SALVATOREWebsites: https://www.salvatorebuscemi.com/, https://www.harlemrivernavy.org/LinkedIn: https://www.linkedin.com/in/salvatore-buscemi-b829305/Instagram: https://www.instagram.com/salvatorembuscemi/YouTube: https://www.youtube.com/channel/UC9kZAJSWVqwMDlSFjJNNGQgCONNECT WITH USGreen Light Equity Group - http://www.investwithgreenlight.com/For a list of Virtual Meetups - Email: tate@glequitygroup.com | chelsea@glequitygroup.com Special Announcement! Tate's brand-new audiobook "F.I.R.E.-Financial Independence Retire Early Through Apartment Investing" is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/.Do you have difficulty underwriting deals? Never worry about getting your numbers wrong with Real Estate Lab, a cloud-based platform for investors. Sign up at https://www.realestatelab.com/ using the promo code TAG2 to get 10% off your first 12 months. Automate your acquisitions and underwriting lik

If you live in Washington, DC, Maryland, or Virginia–or the DMV as it's affectionately called– chances are great that you or someone you know is a federal employee.It's a lot like being a lawyer in this town, you throw a stone and you hit about five or six attorneys along the way.And it may come as no surprise to many of you that there are unique considerations for those individuals, married to federal employees, and are contemplating a divorce, particularly in the areas of retirement and health insurance benefits.It can be an interesting road to navigate if you don't know the ins and outs and are not working with a competent lawyer who is knowledgeable in this area.So if you or someone you know is in this boat and are considering going through a divorce, you're going to want to have a pen and paper handy during today's episode, because my guest is the perfect person to dive into the nuances of divorce for federal employees and their spouses.Jessica Markham is the Managing Principal Attorney at Markham Law Firm in Bethesda, Maryland.  She practices all aspects of family law in Maryland and Washington, D.C. She is collaboratively trained and also handles guardianship matters as well as serves as a child privilege attorney and a best interest attorney. She is also the author of Representing Federal Employees and Their Spouses in Divorce.Ms. Markham and Markham Law Firm have been repeatedly recognized for excellence in the fields of Family Law, Divorce and Alternative Dispute Resolution, with recent top rankings in Best Lawyers in America©, Bethesda Magazine, and Washingtonian Magazine.Listen to the full episode to hear:Federal pension systems and why it matters even if you were a federal employee for only a short timeWhy federal retirement plans require additional consideration and court ordersHow survivor benefits complicate the math on pension assetsHow pensions and survivor benefits impact access to federal health benefitsLearn more about Jessica Markham:Markham Law FirmFacebook: @markhamlegalTwitter: @markhamlegal, @jessghaInstagram: @markhamlegalConnect with Jessica on LinkedInRepresenting Federal Employees and Their Spouses in DivorceLearn more about Tracey:TraceyCoates.comCoaching with Tracey CoatesInstagram: @iamtraceycoates

If I asked you to describe the brand experience of your culinary business, what would you say? What would immediately come to mind?There's a good chance you'd share your color palette, fonts, logo and perhaps a mood-board or two. So often we think of brand as the visual pieces that make up our business.But in this episode, we're going to take this branding conversation to the next level with the help of our guest, Lola Adewuya. Lola is the founder of The Brand Doula, a brand studio that designs brand experiences for modern entrepreneurs.  She's also the creator of Brandland, an online program where she provides new business owners with the tools to take their products and brands into their own hands through in-depth content, guest workshops, and group coaching.Lola is sharing her valuable insights on how a memorable brand experience can attract our ideal customers, keep them loyal and grow our business through word-of-mouth referrals.In this show, we're covering:The key difference between brand experiences and brand assetsHow to build a brand experience on your own (hello DIY!)Tips on where to find brand designers when you're ready to hire helpLola is sharing a wealth of knowledge, so be sure to grab your pen and paper and get ready to take some notes!HELPFUL LINKS:Follow The Brand Doula on InstagramCheck out The Brand Doula's websiteRead the Episode TranscriptConnect with me on Instagram

Do you know the value of your contracting company? Tune in this week to find out why you should care and which factors can affect the final number.Topics we cover in this episode include: Why you should care about the value of your companyHow to bring the value of your company higher than the value of its assetsHow workflows and systems can increase the value of your companyWhy you need to begin thinking about increasing your company's value long before selling itLINKSVisit the episode page at https://contractorsuccessforum.com/valuation for more details, the article Stephen referenced, and a transcript of the show.Subscribe for free resources and to be notified of future episodes at contractorsuccessforum.com/subscribeFind all episodes and related links at ContractorSuccessForum.com.FIND US ONLINERob Williams, Profit Strategist | IronGateESS.comWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | McWins.com

Do you know the value of your contracting company? Tune in this week to find out why you should care and which factors can affect the final number.Topics we cover in this episode include: Why you should care about the value of your companyHow to bring the value of your company higher than the value of its assetsHow workflows and systems can increase the value of your companyWhy you need to begin thinking about increasing your company's value long before selling itLINKSVisit the episode page at https://contractorsuccessforum.com/valuation for more details, the article Stephen referenced, and a transcript of the show.Subscribe for free resources and to be notified of future episodes at contractorsuccessforum.com/subscribeFind all episodes and related links at ContractorSuccessForum.com.FIND US ONLINERob Williams, Profit Strategist | IronGateESS.comWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | McWins.com

Episode  15 Show Notes Show NotesWant to buy commercial real estate but wondering how to get started?  We speak with George Pino and Joe Killinger at Commercial Brokers International and they cover many important topics to be successful.  This interview is filled with important nuggets to consider - including benefits of triple net structures, the current frothiness in core markets versus opportunities in secondary markets, and how to approach due diligence in real estate transactions.  George and Joe offer their depth of market experience for a highly educational conversation. Key Points in This EpisodeJoe and George's background and the path they took to become real estate investorsWhat triple-net real estate means and the benefits of these types of assetsHow to think about leverage in real estate and the right amount of debt to put on a transactionTheir view of the current investment environment in real estate and where there may be opportunitiesThe benefits of secondary markets in real estateWhat to look for in real estate transactions and how to do your due diligencePracticalities around investing in real estate such as title documentation and estate taxes

In this week's episode of Reformed Millennials, Broc and Joel shake things up a bit. New music, new podcast cover, slightly new format. Tune in to listen to us go through how Robinhood makes money, how their offering compares to Coinbase and what early stage Canadian Fintech companies are worth keeping an eye on. Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉For the last 100 years, there has been a singular narrative you could point to that’s driving markets up and down... But now there are pockets of bubbles that are controlled by dozens of independent narratives.The story of the last week has largely revolved around commodities like oil.But today, we saw one of the biggest companies break out. AMZN.$AMZN was testing a crucial resistance level around $3,500. As Tom points out, $AMZN blasted through resistance in today’s session and closed at an all-time high for the first time since last September. The stock has been stuck in a well-defined range for the past 10-months. Amazon is the largest stock in the Consumer Discretionary sector and the 3rd largest stock in both the S&P 500 and the Nasdaq 100. After nearly a year of sideways price action, one of the largest stocks in the market looks poised for another leg higher.If I’m an investor i’m looking in 4 places for value:US CannabisFANMAGJapan + BritainCanadian Oil and GasMatterport ;) kinda/sorta💸Reformed Millennials - Post of The WeekRobinhood Is Going Public!Below is a compilation of articles, quotes, and thoughts I've put together as I've prepared for my week's podcast.Read along below if you're interested in learning more.HTTPS://WWW.SEC.GOV/.../000162828021013318/ROBINHOODS-1.HTMSET THE TABLE:It is probably a lazy oversimplification to say that the first half of 2021 was a huge moment for Meme Finance, that Robinhood Markets Inc. is the leading brokerage of Meme Finance, and that Robinhood is going public now to cash in on the moment at its absolute peak.from the risk section in the S-1A substantial portion of the recent growth in our net revenues earned from cryptocurrency transactions is attributable to transactions in Dogecoin. If demand for transactions in Dogecoin declines and is not replaced by new demand for other cryptocurrencies available for trading on our platform, our business, financial condition and results of operations could be adversely affected.ROBINHOOD’S ECONOMICS WORK LIKE THIS:Robinhood’s customer base wants to buy and sell stocks, options, and cryptocurrencies.It is very profitable to be on the other side of those trades: If you can sell Robinhood customers the options they want to buy or buy from them the cryptocurrencies they want to sell, etc., you will reliably make a lot of money.Smart rich electronic trading firms that want to be on the other side compete to pay Robinhood fees for the privilege.INTERESTING NUMBERS:50%+ of its 18M customers are 1st-time investorsAsset under custody (AUC) is $81B as of 3/31, avg. $4,500/customer.2020 revs up 245% y/y to $959M21Q1 revs up 309% y/y to $522MARPU (avg revs per user) for Q1 up 66% y/y to $108.9Keep reading for a deeper look--Robinhood made $522 million of net revenue in the first quarter of 2021, including $420 million of “transaction-based revenue,” meaning payment for order flow from market makers. Of that, $87.6 million came from cryptocurrencies. Of that, 34% — almost $30 million — was from Dogecoin.Six percent of Robinhood’s revenue came from Dogecoin trading in the first quarter of this year.The S-1 does not break out what percentage of Robinhood’s revenue came from GameStop Corp. But the fact that 6% of its revenue comes from Dogecoin seems somehow representative.READING THROUGH THE S-1 MAKES YOU FEEL LIKE:The main theme of financial markets for the last year or so has been “fun gambling on meme stocks and meme cryptocurrencies.”That has not been the main theme of financial markets for the last 20 years. That's not my lived experience.Arguably the main theme of financial markets for the last 20 years has been “boring and extremely low-fee index-fund investing.”Robinhood to some extent represents a bet that the tide has turned, that people are sustainably bored of boring investing, that they want fun investing.Business LinesOPTIONS:Economically, Robinhood is an options brokerage. Robinhood’s main business is convincing people to trade options, and then having options market makers pay to take the other side of those trades.In the first quarter, $197.9 million of Robinhood’s revenue came from payment for options order flow, representing 38% of its total revenue; stocks and crypto were 26% and 17% respectively.At the end of the quarter, Robinhood customers owned $65 billion of stocks, $11.6 billion of cryptocurrency, and $2 billion of optionsRobinhood extracted about 0.2% of the value of its customers’ stock portfolios for itself, as trading revenuesRobinhood extracted about 1.2% of the value of its customers’ crypto portfolios for itself, from trading revenuesRobinhood extracted 9.5% of the value of its customers’ options portfolio for itself in the first quarter, $197.9 million of revenue on $2 billion of assetsHOW?!people may not own a ton of options, but they trade them a lot; you get more volume from options traders than you do from boring stock investors, andspreads are high and it is lucrative to trade against retail options traders, so market makers are delighted to pay Robinhood large amounts of money for the privilege.Ex: if you have $1,000 worth of options in your Robinhood account, and you’re an average Robinhood options trader, by the end of the year Robinhood will have made ~$380.GAMESTOP INCIDENT:Simple reasoning:In February, when Robinhood issued the stock it had an absolute lights-out terrific week, early in an absolute lights-out terrific quarter. It did this convertible right after the big GameStop week when millions of people were flocking to Robinhood’s platform and frantically trading GameStop Corp. stock and options. But because Robinhood was so busy, it needed more money... its clearinghouses asked for money it didn't have and blamo.sell stock at a 30% discount you for an immediate 42% loss on mark to market valueRobinhood got margin called by its clearninghouse and needed to come up with 3.5 billion in liquidity almost overnight. Had to sell at a discount to rich ppl to come up with the moneythat money wasn't needed long term but was needed to shore up short term illiquidity problemfrom Bloomberg:Robinhood’s income for the first quarter was a little weird. It reported $114.8 million of adjusted Ebitda for the quarter, its preferred nonstandard measure of profitability, which seems like a nice result for a young fast-growing company. (Adjusted Ebitda for all of 2020 was $154.6 million.) But under generally accepted accounting principles it reported a net loss of $1.4 billion. The difference is mainly due to $1.5 billion of “change in fair value of convertible notes and warrant liability.”What happened is that, in February, Robinhood sold about $3.5 billion of convertible notes, some of which came with additional warrants to buy stock. The notes and warrants can convert into stock at, basically, a 30% discount to the price in the initial public offering. This means that $3.5 billion of convertible notes will convert into $5 billion worth of stock. (This math does not really depend on the IPO price; it just depends on the $3.5 billion of convertibles and the 30% discount.) That $1.5 billion difference is, economically, a loss to Robinhood: It effectively sold $5 billion of stock for $3.5 billion. Ordinarily selling $5 billion of stock for $3.5 billion does not create an accounting loss, but here Robinhood is using the “fair value option” and marking the convertible to market through its income statement. Robinhood sold $3.5 billion of convertibles in February, and they were worth $5 billion by the end of the first quarter, so it reported about a $1.5 billion loss on the trade.RETAIL PARTICIPATIONRobinhood is the brokerage of fanatical retail traders, so when it goes public it is going to sell some of its stock to those fanatical retail traders...RHF, one of our broker-dealer subsidiaries, is a member of the selling group for this offering. We expect the underwriters to reserve approximately 20 to 35% of the shares of our Class A common stock offered by this prospectus for RHF, acting as a selling group member, to allocate for sale to Robinhood customers through our IPO Access feature on our platform. Any such sales will be made at the same initial public offering price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, and in accordance with customary broker-dealer practices and proceduresNormally in an IPO, the company and its banks allocate shares to big investors, and then the next day small investors like Robinhood customers, etc. get their chance to buy stock. If you allocate shares to the Robinhood traders to begin with — in the IPO, at a price set mainly by the institutional investors who care about valuation — then there will be less of a retail rush to buy stock the next day, and the stock will trade at closer to its IPO price.🌊Best Links of The Week🔮EU versus Apple - The EU's Commissioner for competition, Margrethe Vestager, made it clear that Apple will have to allow sideloading, third party app stores or both on iOS, and that Apple can't use privacy or security arguments to stop that.Judges versus the FTC - A US judge threw out a case filed last year against Facebook by the FTC and a group of states, on the grounds that they hadn't actually established there's a case to answer. The case argued first for unwinding the acquisitions of Instagram and WhatsApp, and second that Facebook decisions limiting interoperability with rival apps were illegal. The judge was somewhat unimpressed by the quality of the argument.Bytedance is run from China - Last year Tiktok argued strenuously that there were no privacy or national security issues from tens of millions of Americans using an app owned by a Chinese company because all the data was stored in America. Now a bunch of employees says that wasn't really true.Crypto isnt going away! - Historically, new models of computing have tended to emerge every 10–15 years: mainframes in the 60s, PCs in the late 70s, the internet in the early 90s, and smartphones in the late 2000s. Each computing model enabled new classes of applications that built on the unique strengths of the platform. For example, smartphones were the first truly personal computers with built-in sensors like GPS and high-resolution cameras. Applications like Instagram, Snapchat, and Uber/Lyft took advantage of these unique capabilities and are now used by billions of people. 🌊Canadian Companies Mentioned🔮Relay - relayfi.com - raised a $15m series A in May of this year - Toronto startup - a digital bank designed for growing businesses. Zapper - zapper.fi - also raised a $15m series A in May of this year - Montreal startup - a fintech platform that manages all DeFi assets from one simple interface. Calico raised $100,000 total / Pre Seed Stage from Forum Ventures Jan 1, 2021Calico is a smart production management platform to help brands get to market faster and with fewer production errors Get on the email list at www.reformedmillennials.com

The number one concern for all real estate investors is asset protection. We don't work this hard to lose all of our hard-earned money because of a frivolous lawsuit. Yet, obtaining legal advice on asset protection can sometimes seem too expensive. That's exactly what my guest, Scott Smith, thought and built Royal Legal Solutions to help real estate investors protect their assets. Scott is an attorney and a real estate investor himself and has learned that keeping your wealth is just as important as making it. All of his clients are real estate investors, and everything he and his team do is focused on protecting their hard-earned assets. Currently, the firm is protecting $1.2 billion in assets across all 50 states and looking to help as many investors as possible. We will talk about how you should never put your assets in your personal name during today's show but use a Series LLC and Child LLC's for ultimate protection. We discuss real-world real estate investing challenges and how to apply legal solutions to avoid litigation. We also discuss land trust, saving time and money on taxes, and how most real estate investors are under covered. Key InsightsAttorney and real estate investor using the same strategies that the uber-rich do.Making more on his side hustle in real estate than litigationThe spark that started Royal Legal SolutionsThe number one issue Scott solves: What happens if I lose everythingWhen you should start protecting your assets, especially if you are new in the real estate investing game. The cost of getting legal strategies in placeYou don't have to put everything in place simultaneously; you can continue to add on strategies.Real-World Scenario Legal Advice: Protecting several different asset classes of real estate (SFR, multifamily, etc.) held in different LLCsHow to use anonymityHow to defeat those lawsuits before they get to litigationThe game of litigation: how much money do you spend on the front end, and compare it to how much money you can make on the lawsuit Real-World Scenario Legal Advice: Understanding a Series LLC and Child SeriesIsolating assetsThe benefits of using a Series LLCReal-World Scenario Legal Advice: Buying a property subject too, and wrap that note and sell it againIsolating your assetsHow to hold property inside a trustUsing a blind trust for your assetA land trust is a critical component for getting the anonymity to stop the lawsuits before they startTransferring personal assets into a Series LLCHow to use Series LLC and a blind trust so that you can mask owner public recordsHow to disguise the transfer when transferring your assets from your name to land trust within the LLC structureWhen you own assets in your personal name is a target on your backWhy having assets in your name is the biggest risk you're taking98% of lawsuits fail because it's an extortion schemeWhat single-family rental investors and note investors need legallyHow Royal Legal Solutions facilitates financial freedom for investorsHow are real estate investors are under covered legallyThe tax savings using a Series LLC How to migrate a current LLC into a Series LLCReal-World Scenario: How a Series LLC off of a flip saved investor from being sued What Scott is Reading:The Surrender Experiment (Michael Singer)Get in Contact with ScottRoyal Legal SolutionsFree Legal ConsultationTake the Quick Quiz

Anton Mattli, Chief Executive Officer of Peak Financing, is an experienced commercial and investment banker and private equity and commercial real estate expert. He held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich, guiding them in financing and restructuring commercial real estate worth several billion U.S. Dollars. He has also overseen loan portfolios consisting of aircraft and ocean transport vessels. That’s what we’re going to focus on in this episode.Let’s dive right in to learn everything you need to know about real estate lending. [00:01 - 07:29] Opening SegmentLet’s get to know Anton MattliWhat’s Anton doing right now? The benefits of multifamily [07:30 - 19:36] The Best Asset to AcquireAnton talks about diving into multifamilyWhat is this must-have asset?Their adjustments during the COVID-19 pandemic[19:37 - 30:31] 25% CushionYour focus as a passive investorAnton defines terms you don’t want to miss!Higher “cushion,” lower riskWhat does this mean?The common problem of passive investors for Anton[30:32 - 47:44] Lend in Real Estate BetterThe perfect storm is outside multifamily nowWhere is it? Anton’s thoughts about the future of Real EstateMore distressed assetsHow to be a smart lender in real estate[47:45 - 50:13] Closing SegmentConnect with Anton. Links belowFinal words from Anton and meTweetable Quotes:“...you should bring some form of multifamily experience to the table. If you do not have it, partner up with someone who has it.” - Anton Mattli “Now, the perfect storm is outside of multifamily and it’s in hospitality.” - Anton Mattli ------------------------------------------------------------------------------------------Connect with Anton on LinkedIn, Facebook, and Twitter. Also, visit their website and their social media channels: LinkedIn, Facebook, Twitter, Instagram, and YouTube.Guest email: anton@peakfinancing.comTelephone: (972) 725-7878Connect with me:https://www.5tcre.com/FacebookLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.comSupport the show (https://www.buymeacoffee.com/5Talents)

Rod Khleif, our podcast guest for today is someone who built his empire from nothing, lost it all during the great crash, came back stronger, and built an even massive empire. You’ll be someone who you’ll take any advice he’ll give because you can see that they really work. If you are someone who tends to dream smaller and wishes for ‘realistic’ goals, you’ll quickly change your mind when you hear his life story and the mindset he has gained over the years that made him the multi-family real estate master that he is today. Rod immigrated to the United States from Holland when he was six years old with his mother and brother. They were very poor, ate expired food, and drank powdered milk, living for giveaway clothes. They really struggled. However, his mother is somewhat an entrepreneur, working hard to put food on the table. She also bought the house across the street when he was 14 years old for $30,000 and made $20,000 more off that house more than two years later. That’s when the world of real estate opened up for Rod. He thought he’d ditch college if he can make money during sleep through selling and owning real estate. True enough, just when he reached 18, he entered the wonderful world of real estate and experienced incredible wealth-building experience. In his first year, he made about $8-10k, in his second year, about $10-12k, but in his third year, he unlocked the secret to 10xing his real estate assets. In this podcast, he shares the exact techniques he used to train his mind to reach his goals, however massive they can get! His journey, like many others, was accompanied by what he describes as ‘seminars’. He doesn’t want to call them failures, as he learned huge nuggets of knowledge by facing and overcoming them. By his third year in real estate, he’s acquired over 2000 houses, rented long-term, owned multiple apartment complexes in three states and in 2006, his net worth went up to $17 million while he slept. He reached his high material goals, massive beach house, luxury cars, travel spree, etc. But then 2008 came. His $17 million was lost, and a lot more. He lost $50 million. Be inspired as you hear how exactly he came back stronger after the market crash! Also, hear his predictions as we navigate the current pandemic, how we should operate in the future, and why you should look into choosing and building a multi-family real estate to create multi-generational wealth and freedom. Learn all of this and more, when you listen to this podcast in full!Here’s What You Missed Train your mindset to take actionTactical tips to reaching your goalsEmbracing painWhy you should invest in multifamily assetsHow to face the coming market crashWhy real estate is a team sportHow to find deals Knowledge Nuggets [4:50] 80 to 90% of our success in anything is our mindset and our psychology get you to take action [6:40] How to 10x : It's knowing exactly what you want. And then even more importantly, knowing why you want it. The simple act of writing it down everything you want to do, be, or have, trigger something in your brain called your reticular activating system and set a filter that subconsciously filters out, what it thinks is important to you. It doesn't happen consciously. [9:48] It's not real until it's measurable. Put a number by each goal for how many it's going to take you to achieve it. [10:55] Knowing why they're a must is the most important piece of this. So you need to write a paragraph under each goal, why you absolutely must achieve it and use emotionally charged words. [11:43] As human beings we'll do more to avoid pain and gain pleasure. If you're willing to do what other people won't for a few years, you're going to live the rest of your life like other people can't. A fear of regret is much more painful than fear of failure [14:49] Get pictures of your goals because they freaking work. Knowing what I want, visualizing it, focusing on it [19:11] If you can't see it in your mind, you're never going to see it in reality. [21:00] Back then was my multifamily did just fine. [23:17] I still have the apartment complex is because they pulled back a little bit but they would have survived. If you're going to buy and hold for God's sake, do multifamily. [25:58] You don't have to start with a 10 unit or a five unit even. Do a duplex or triplex or 4-plex. [28:11] Focus on the opportunity that's coming, because whatever you focus on gets larger, both positive and negative [28:28] Stand guard at the door to your mind, don't get sucked into CNN and ABC and all the negative crap that's out there. Bring in the good stuff. What you focus on grows larger [29:58] You've got to educate yourself, dabblers get crushed. Do not get caught in analysis paralysis. do not get caught in analysis paralysis. The quality of your life hinges on your ability to get a little uncomfortable. [32:57] Compassionate capitalism and ethical opportunism: how we'll operate during pandemic [33:56] On finding deals: Building relationships. This business is truly a team sport [37:40] But you want to play to your strengths. Don't worry about building your weaknesses. You align partner or hire for your weaknesses and you focus on your strengths. You're going to get much further faster if you operate that way. [38:17] Partnerships are easy to get into, but like marriage they're hard to get out of. [39:40] The brain can see all these little micro things that in process it subconsciously. If you get that feeling in your gut, trust it. [47:21] We were put on this earth to give. [43:15] Focus. Grind now. Play later. Comfort kills. Important Reads and Links Rod Khleif Website:                                            https://rodkhleif.com/       Rod Khleif Boot Camp:                        multifamilyvirtualbootcamp.com                      https://members.lifetimecashflowacademy.com/presell-page1584645359973   Rod Khleif Instagram:                          https://www.instagram.com/rod_khleif/       Rod Khleif Facebook:                          https://www.facebook.com/groups/multifamilyrealestateinvesting/Rod Khleif Twitter:                                               https://twitter.com/RodKhleif          Rod Khleif LinkedIn                                             https://www.linkedin.com/in/rodkhleif           Get Rod Khleif Free Book: Text ROD to 41411Get Rod Khleif Free Partnerships Questionnaire: Text PARTNERSHIP to 41411 Suggested Books: The Top Five Regrets of the Dying by Bronnie WareThe 5 Love Languages by Gary ChapmanThe Slight Edge by Jeff OlsonThe Miracle Morning by Hal ElrodThe Magic of Thinking Big book by David J. SchwartzThe ONE Thing by Gary W. Keller

Farnoosh Torabi grew up talking about money. Her parents are from the Middle East, and in her culture, they “never miss a moment to talk about money.”As the go-to girl for finance advice among her friends, imagine her surprise when she sat down and looked at her financial situation to discover tens of thousands of dollars in credit card debt! Farnoosh realized that paying for everything with a card, then paying the minimum balances didn’t lead to debt free life.Not wanting to continue a life of debt - mainly so she wouldn’t have to tell her mom - she hustled during school. Taking class notes and selling them on her school’s notes system, babysitting, bird sitting, anything that would generate income so she could throw money at her debt and pay it off.Graduation took her to New York City and a stroke of luck found her a shared apartment with a married couple for $500 a month. Definitely less than she could find on her own. She started off making very little, and strategically increased her income to offset the fact that she “isn’t a good saver.”Farnoosh has parlayed her own financial knowledge into a career teaching others how to manage their own finances. From books, to podcasts, to television, Farnoosh is everywhere, educating this oh-so-important skill so that others can work toward their own financial freedom.In This Episode We Cover:Farnoosh's journey with moneyWhere she learned about moneyTalking about her money behaviourHow she got rid of her debtHer approach on accumulating her assetsHow real estate helped herHer advice on people who are in a relationshipThe leading cause of a divorceThe right time for people who are just starting to date to talk about moneyWhat her asset allocation looks likeAnd SO much more!Links from the ShowBiggerPockets Money Facebook GroupFinConNextAdvisor with TIME | Smart Money MovesBiggerPockets Money Podcast 119BiggerPockets Forums

Today’s guest has a career in real estate which began, as most do, with a focus on single family homes. But it wasn’t long after when he discovered incredible potential in an altogether different type of investment: parking garages and lots. He struck gold, being able to structure deals in such a way that operators can guarantee a monthly or annual income on each investment.Sam Wilson is the Founder and CEO at Parking Your Investments, a company which invests in “parking garages and parking lots nationwide.” Listen in as Sam sheds light on how this often overlooked asset class can potentially become an exceptionally stable source of cash flow by answering such questions as what “demand generators” to look for in a parking asset, how to structure an acquisition deal with the asset’s owners, the importance of buying for cash flow as opposed to appreciation, the top three risks involved with investing in parking assets, and how to scale and syndicate deals. WHAT TO LISTEN FORWhy parking garages and parking lots are a more stable asset class that most other types of real estateWhat “demand generators” to look for when investing in a parking assetHow to structure an acquisition deal with a parking asset’s ownersThe top three risks to watch out for when investing in parking assetsHow to scale and syndicate deals in the parking industry RESOURCES FROM THIS EPISODEWebsite: Parking Your InvestmentsEmail: sam@parkingyourinvestments.com CONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join the Investing For Good Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H).--Thanks for listening, and until next time, keep investing for good!

In this episode, you'll learn:Why the FED buying corporate debt is distorting the capitalist system What is the relationship between money supply, price inflation, and inflated assetsHow to invest internationally Why European big tech companies can’t compete with US and Asia counterparts BOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US. Subscribe to our newsletters about the current market conditionsLyn Alden’s article about the stock market performance based on CAPE ratiosJoin Preston and Stig’s investing discussions on the TIP forum. Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Capital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Search for The Jordan Harbinger Show on Apple Podcasts, Spotify or wherever you listen to podcasts. Move your business to the cloud with Netsuite.

In this episode we discuss how to train yourself to think and act like a spy, with lessons from a real world expert. In the game of spycraft, the stakes couldn’t be higher and one mistake may land you dead or in a foreign prison. In that deadly crucible, only the best ideas survive. We crack open the secrets you can use to influence, develop relationships, and create a bridge with anyone you meet with the die hard rules from the world’s top secret agents with our guest Jason R. Hanson. Jason R. Hanson is a former CIA Officer, New York Times bestselling author and serial entrepreneur. He is the founder and CEO of the survival company, Spy Escape & Evasion which was featured in the 5th season of Shark Tank landing a deal with Daymond John. He is the author of Spy Secrets That Can Save Your Life, Survive Like a Spy, and coming soon Agent of Influence: How to Use Spy Skills to Persuade Anyone, Sell Anything, and Build a Successful Business.If you’re a spy, the stakes are high - if you screw up you may end up dead or in a foreign prisonWhen you’re a spy you’re often alone and you have to figure things out for yourself. Resourcefulness is an essential skill for survival as a spy. How spies “throw people to the wolves” to see how resourceful they truly areHow spies use resourcefulness, creativity and problem solving to always find a way to win“Never give up, never take no for an answer, there’s always a way to figure it out."Empathy and emotional intelligence are two cornerstones of the spies toolkit - you can’t be fake. In the CIA - you HAD TO PUT IN THE WORK because if you made a mistake, you might end up dead. Spies have really truly battle-tested their concepts in a brutally unforgiving proving ground “Treason is not an easy product to sell” - how do you sell someone on betraying their country?If you want to influence an “asset” - you have to research the “hot button” that is important to them - figure out what matters and frame everything in terms of their top prioritiesThe “SADR” Cycle Spies use to Recruit and develop assetsHow do you quickly identify people who can help you succeed?How to generate a warm introduction or referral from anyoneThe “Art of Elicitation” - how to question and read people like a spy The “hourglass conversation technique” Flattery works. Period. But you have to be GENUINE about it. And do it in a sincere way.“Die hard rules” for creating a bridge with someone The Law of Reciprocity is HUGE in the spy game. In today’s world its a huge strategic advantage to spend your time LISTENING instead of TALKING. Recruiting - if you’re not 100% sure the deal is gonna close, don’t go for the sale - do more work on developing the relationship first How do you transfer or terminate a previously important relationship?Spy skills are just “Enhanced Common Sense” - how do you leverage the basic common sense to improve your effectiveness in communication“Extreme preparation” is the difference between players and people who won’t be that successful. To be a successful spy you must always be VERY teachable  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Adam Franklin, co-founder of Web Marketing that Works, shares with us how they help clients build trust by identifying and integrating 3 important pillars in business.In this episode we cover:Adam shares their company’s marketing strategyHow their company evolved from being a digital marketing agency to becoming an education-based company specialising in high-trust, relationship-based businessesThe 3 pillars they use for clients and how it helps bring in high ticket salesThe importance of knowing where to post your content to engage and reach your clientsThe types of content and formats you need to use in your posts to attract clientsIdentify and learn how to distribute and package your assetsHow to effectively use the primary business tool that allows you to interact with clientsLinks mentioned in the podcastBluewire Media WebsiteAdam Franklin LinkedIn

People spend years thinking about buying real estate—but many never take the first step. Not today’s guest, though! Today, we sit down with Craig Curelop, a new investor in the expensive Denver market, as he shares his story of buying his very first “house hack” and how’s he’s actually getting PAID to live for free. You’ll also learn some other creative way Craig is generating extra income each month (including renting out his car!) on his quest for financial freedom. It’s a super inspiring story with a plethora of tips, so don’t miss a moment of it!In This Episode We Cover:Craig’s story and how he found out about BiggerPocketsWhat he does at BiggerPocketsHow he house hacked his first home in DenverTips for finding a good agentHow to find a good lenderWhat exactly PITI isHow he’s generating rent from his placeHis method of fast tracking his way to financial freedomHow his Airbnb system works, including how he handles cleaningTips for turning liabilities to assetsHow he rents out his carA discussion on having a frugal lifestyleHis future plans for real estate investingAnd SO much more!Links from the ShowBiggerPockets ForumsBiggerPockets WebinarBiggerPockets Marketplace12 Easy Tips to Reduce Your Vacancy Rates and Find Great Tenants (blog)AirbnbCraigslistTuroBooks Mentioned in this ShowThe Book on Rental Property Investing by Brandon TurnerSet for Life by Scott TrenchThe 10x Rule by Grant CardoneThe One Thing by Gary KellerRich Dad Poor Dad by Robert KiyosakiNever Split the Difference by Chris VossThe Four Agreements by Don Miguel Ruiz &? Janet MillsFire Round QuestionsDo I need to disclose to my “roommates” that I am the landlord and owner?Is it a good deal to get a duplex (for the purpose of house hacking) if you paying small amount from your pocket every month to cover all the costs?Has anyone put a kegerator in their Airbnb?What would you recommend: pool, hot tub or none?Tweetable Topics:“The first step to buying a property is to find a lender and to find an agent.” (Tweet This!)“To find the lender that’s right for you, you have to have the criteria you’re looking for.” (Tweet This!)“Everyone has a unique advantage in their life.” (Tweet This!)Connect with CraigCraig’s BiggerPockets ProfileCraig’s Facebook ProfileCraig’s LinkedIn ProfileCraig’s Twitter Profile

Many people invest in real estate hoping to make “passive income” but instead find they work more than they would at a day job! But not all real estate niches require a lot of time—and today’s show proves that! Today on the BiggerPockets Podcast, we sit down with Dr Kenyon Meadows, a real estate investor who chooses to invest his money using a variety of passive real estate vehicles, including funding other real estate investors, investing out of state through several turnkey companies, and investing in over 30 crowdfunding deals! If you are looking to make your real estate more passive, this is one show you can’t afford to miss!In This Episode We Cover:Who Kenyon Meadows isWhat you should know about alternative assetsHow he got into real estateHow he structures his private money lendingWhether track records matter to himHow to impress a private money lenderTips for building permanent wealthHow he got into turnkey propertiesAdvice on finding the right turnkey property providerA look at the numbers for a turnkey propertyHow he structures his dealsHow real estate crowdfunding deals workKenyon’s future plansWhat he would tell someone starting outA discussion on investments outside real estateAnd SO much more!Links from the ShowBiggerPockets ForumsBP Podcast 048: Duplex Investing, Finding Great Properties, and Tips for Managing Tenants with Darren SagerBiggerPockets InvitesSerial PodcastBiggerPockets AnalysisP2B InvestorFunding CircleBooks Mentioned in this ShowEssentialism by Greg McKeownBridge Over Troubled Wall Street by Mr. Stephen E. GardnerThe Alternative Answer by Bob RiceAlternative Financial Medicine by Kenyon MeadowsTweetable Topics:“I don’t think you should invest in anything unless you really know the ins and outs of it.” (Tweet This!)“Loaning is great, but if you want to build permanent wealth, then you’ve got to own this stuff.” (Tweet This!)Connect with KenyonKenyon’s Personal Website