Podcasts about brokerage

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Best podcasts about brokerage

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Latest podcast episodes about brokerage

Rich Habits Podcast
Q&A: $950K Net Worth Working in Government, Career Burnout, & Ditching a Pension

Rich Habits Podcast

Play Episode Listen Later Mar 19, 2026 50:21


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

BlockHash: Exploring the Blockchain
Ep. 695 Gradient | First AI Agent for Web3 (feat. Alex Mirran)

BlockHash: Exploring the Blockchain

Play Episode Listen Later Mar 18, 2026 26:22


For episode 695 of the BlockHash Podcast, host Brandon Zemp is joined by Alex Mirran, the Gradient Business Development team lead in North America onboarding key inference customers and developing strategic partnerships. Alex has spent over 8 years in distributed AI systems, fintech, and capital management executing go to market strategies and capital formation.

The Compound Show with Downtown Josh Brown
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Mar 17, 2026 71:53


Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the end of quarterly earnings reports, private credit panic, college grad unemployment heating up, Uber stock and much more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://www.janushenderson.com/ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Sweaty Startup
How I Built a Life Around Freedom and Used Boring Businesses to Fund It

The Sweaty Startup

Play Episode Listen Later Mar 17, 2026 19:35


Mikk and I sat down to talk about what it really means to build a business that supports the life you want instead of trapping you in a cycle of stress and burnout. I walked him through the lessons I've learned from operating service companies, investing in real estate, and hiring globally to lower overhead. We got into how I've used boring, simple businesses to build leverage, why momentum is the most dangerous drug in entrepreneurship, and how I protect my time so I can focus on what matters. We also talked about content, writing the book, and the pressure that comes with growing a holdco while staying grounded. This episode is about discipline, delayed gratification, and building a system that gives you real freedom. Grow your business:   https://sweatystartup.com/events   Book:   https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X     Newsletter:   https://www.nickhuber.com/newsletter     My Companies:   Offshore recruiting – https://somewhere.com   Cost segregation – https://recostseg.com   Self storage – https://boltstorage.com   RE development – http://www.boltbuilders.com   Brokerage – https://nickhuber.com   Paid ads – https://adrhino.com   SEO – https://boldseo.com   Insurance – https://titanrisk.com   Pest control – https://spidexx.com     Sell a business:   http://nickhuber.com/sell     Buy a business:   https://www.nickhuber.com/buy     Invest with me:   http://nickhuber.com/invest     Social Profiles:   X – https://www.x.com/sweatystartup   Instagram – https://www.instagram.com/sweatystartup   TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup   LinkedIn – https://www.linkedin.com/in/sweatystartup     Podcasts:   The Sweaty Startup & The Nick Huber Show   https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81     Free PDF – How to analyze a self-storage deal:   https://sweatystartup.ck.page/79046c9b03  

BlockHash: Exploring the Blockchain
Ep. 694 Render Network | Decentralized GPU Network (feat. Trevor Harries-Jones)

BlockHash: Exploring the Blockchain

Play Episode Listen Later Mar 17, 2026 20:34


For episode 694 of the BlockHash Podcast, host Brandon Zemp is joined by Trevor Harries-Jones, Board Director for Render Network, a decentralized GPU network powering some of the world's biggest visual and entertainment projects, including Las Vegas Sphere visuals, Super Bowl trailers, and Coachella stage shows. They are emerging as a counterweight to GPU consolidation and an alternative compute layer for AI and real-time rendering. 

Coffee w/#The Freight Coach
1409. #TFCP - The Physics of the Hybrid Model: Balancing Assets and Brokerage in 2026!

Coffee w/#The Freight Coach

Play Episode Listen Later Mar 17, 2026 33:00


Are you chasing every "yes" at the expense of your bottom line, or are you building a business that can actually survive the long haul? Listen to today's returning guest, Sonne Kahlon of WiDO Logistics, talking about the grit required to manage drayage and warehousing operations in this volatile freight market, cash flow management, the hidden dangers of 120-day payment terms, and why not every customer is a good customer for your transportation business. Sonne shares his "aggressive patience" strategy for navigating port competition, shifting import volumes, the impact of tariffs on the Pacific Northwest, and the importance of staying independent versus taking on venture capital. Whether you're an owner-operator or running a freight brokerage, this conversation is a masterclass in operational discipline and high-level logistics strategy!   About Sonne Kahlon As a visionary entrepreneur and problem solver, I am the Founder and CEO of Wido Transportation & Logistics, an asset-based warehousing and transportation company serving the entire U.S. With over 20 years of experience in logistics, I started my journey as an OTR truck driver and built my business from the ground up. Wido offers a wide range of services, including drayage, over-the-road trucking, warehousing, distribution, and more. Additionally, I also head our newest venture Expand Freight, a cutting-edge asset-less brokerage that handles all facets of logistics—trucking, warehousing, drayage, and special projects—backed by top-tier logistics technology for optimal efficiency and visibility. Through commitment and innovation, I've consistently expanded our capabilities and solutions to meet the ever-evolving demands of the industry. We have a track record of progression & commitment and are consistently growing and connecting problems to solutions.   Connect with Sonne Website: https://widologistics.com/  Email: Info@widologistics.com  LinkedIn: https://www.linkedin.com/in/sonne-kahlon-179201137/  

Goldstein on Gelt
Why Your U.S. Brokerage Account Feels Different After Moving to Israel

Goldstein on Gelt

Play Episode Listen Later Mar 17, 2026 13:58


U.S. brokerage and IRA accounts for Americans living in Israel require more than routine oversight. Once you become a cross-border client, compliance rules shift, documentation standards tighten, and access can feel less predictable. Even if your investments are diversified and performing as expected, your account structure may not be designed for overseas residency. This episode explores how living in Israel affects U.S. brokerage accounts, IRA accounts, required minimum distributions, and overall cross-border financial planning. The focus is on reducing friction, simplifying structures, and aligning your investment accounts with your residency reality. The goal is clarity, control, and fewer surprises when markets move or life events require quick action. Key Takeaways Cross-border residency changes how U.S. brokerage firms classify and supervise your accounts. IRA distributions and reporting become more layered when coordinating between the U.S. and Israel Complexity across multiple institutions increases compliance friction A proactive structure reduces stress and improves long-term financial control You can book a free cross-border evaluation call here: https://profile-financial.com/call

Smart Money Circle
This CEO Is Disrupting The Online Brokerage Business. Meet Anthony Denier, Webull Group US CEO $BULL

Smart Money Circle

Play Episode Listen Later Mar 17, 2026 19:01


This CEO Is Disrupting The Online Brokerage Business - Meet Anthony Denier, Webull Group US $BULLTicker: NASDAQ: BULLWebsite: https://www.webull.com/About Webull: Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Through Webull's online brokerage, self-directed investors can access low-cost trading across a wide range of assets, including securities, options, and futures, along with wealth management services.Anthony's Bio: Anthony Denier is the Group President and U.S. CEO of Webull, where he is responsible for managing the company's regulated businesses across the globe, including all licensed broker-dealers. He is a financial expert with over two decades of experience in management, compliance, operations, trading, sales, research of both U.S. and International equity, fixed income, and futures products. After graduating from Columbia University, Anthony joined the international equity trading team at Credit Suisse, which pioneered the newly emerging electronic trading DMA (direct market access) and algorithmic systems of the time. He then became Vice President of ING's equity trading desk in New York and most recently was the CEO of LXM Financial where he expanded the broker's business into DMA customer trading and foreign broker chaperoning arrangements. Under Denier's leadership, Webull has become one of the largest brokerages in the United States for customer numbers and trading volumes. As a go-to mobile brokerage app with over 25 million registered users, the company has expanded globally, added features based on customer feedback and won accolades from industry-leading publications and awards.

Recruiting Stories
Episode 54 - Increasing revenue per head in your trucking or freight brokerage business with Oliver Jones and Trey Griggs of Manifold

Recruiting Stories

Play Episode Listen Later Mar 17, 2026 36:25


In this episode we talk with Oliver Jones and Trey Griggs of Manifold about how they landed in the freight industry, what led Oliver to build Manifold, and how they are helping transportation companies solve a significant issue: Automating spot bidding. This solution has led to an increased revenue per head for many of their clients simply by uncovering opportunities to move freight more quickly and efficiently. Check out their website here:https://www.getmanifold.ai/ Trey's linkedinOliver's Linkedin

Rich Habits Podcast
161: Goldman Sachs on How To Build a Modern Portfolio

Rich Habits Podcast

Play Episode Listen Later Mar 16, 2026 38:03


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sit down with Alexandra Wilson-Elizondo, the co-Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs. ---

BlockHash: Exploring the Blockchain
Ep. 693 Dr. Hany Demian | How AI is Revolutionizing Longevity Medicine

BlockHash: Exploring the Blockchain

Play Episode Listen Later Mar 16, 2026 24:52


For episode 693 of the BlockHash Podcast, host Brandon Zemp is joined by Dr. Hany Demian, a longevity and anti-aging specialist. Dr. Hany Demian is focused on the intersection of longevity medicine, systems-based care, and artificial intelligence.  

Investor Fuel Real Estate Investing Mastermind - Audio Version
Real Estate Leadership, Brokerage Growth, and Generational Wealth with Jaime Fallon

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Mar 16, 2026 24:31


In this inspiring interview, Jaime Fallon shares her journey from growing up broke in Texas to building a successful real estate empire. She discusses her strategies for creating generational wealth, the importance of leadership and relationship building, and her vision for empowering women through her legacy project.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Compound Show with Downtown Josh Brown
A Sit-Down with Rick Wurster, CEO of Charles Schwab

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Mar 13, 2026 43:49


On episode 233 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Charles Schwab CEO Rick Wurster to discuss: the future of finance, AI's impact, being the $12 Trillion king of brokerages, and much more! This episode is sponsored by Public and ClearBridge Investments. Find out more at https://public.com/Compound A healthy economic backdrop should continue to support broadening equity leadership going forward. Learn more at https://www.clearbridge.com/ Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Coach Code Podcast
#773: The CEO Mindset Shift with Stace Bohlender

Coach Code Podcast

Play Episode Listen Later Mar 13, 2026 41:35


Episode Overview In this episode of the Agent to CEO Podcast, John Kitchens sits down with longtime operator and real estate leader Stace Bohlender to unpack the critical shift every high-performing agent eventually faces—moving from top producer to true CEO. Stace shares the behind-the-scenes story of stepping into ownership, transitioning from selling homes to running a company, and learning how to think differently when the responsibility shifts from transactions to leadership, operations, and long-term strategy. From surviving one of the toughest real estate markets in recent memory to building an exit strategy through real estate investing, Stace breaks down the mindset, systems, and financial discipline required to build a business that produces wealth—not just income. This episode is a masterclass for agents who feel stuck in production and want to start building assets, leverage, and long-term financial freedom. Key Topics Covered The Moment Everything Changed: Becoming the Owner Stace reflects on the moment the opportunity to buy the company became real. What began as a career focused on listing homes quickly transformed into full leadership responsibility. Suddenly the role included: Managing employees Overseeing company finances Running marketing strategy Managing budgets and operations Protecting the reputation of the brand The shift forced a completely new way of thinking about the business. "You wake up one day and realize this isn't just about selling houses anymore." The Mindset Shift: Nobody Is Coming to Save You One of the most powerful realizations Stace shares is simple: Nobody is coming to save you. This realization created the urgency to: Develop a growth mindset Take ownership of personal development Build wealth intentionally Stop relying solely on transactional income Responsibility for family, employees, and the business forced a higher standard of discipline. Running Every Decision Through a Filter As CEO, Stace developed a decision-making filter to evaluate every opportunity. Each decision must answer: Does this improve the business financially? Does this improve quality of life? Does it align with our company values? Will it move the company forward? This process eliminates distractions and protects the business from chasing shiny objects. Why ROI Must Drive Every Business Decision Stace explains why agents often waste money on marketing without understanding the math behind their investments. Every marketing expense must answer one question: Does the return justify the cost? Understanding acquisition cost, commission splits, and operational expenses allows leaders to determine whether a lead source truly makes financial sense. Getting "Skinny" During Tough Markets After the challenging market conditions of 2023–2025, Stace and his team made a strategic decision to simplify their operations. Their approach included: Cutting unnecessary marketing expenses Evaluating every operational cost Narrowing marketing channels to what actually works Eliminating distractions and focusing on productivity Instead of trying everything, they focused on what consistently produced results. Building an Exit Strategy Through Real Estate Stace emphasizes that transactions alone rarely produce long-term financial freedom. Instead, he focuses on building wealth through real estate investments, including: Rental property acquisition Property flips Equity growth Leveraging investment properties The goal is simple: build assets that eventually replace transactional income. The Importance of Multiple Income Streams One of the most important lessons from Stace's journey is diversification. Rather than relying only on commissions, successful real estate entrepreneurs should consider income streams such as: Real estate investments Property management Brokerage ownership Team revenue House flipping Multiple streams create financial stability even when the market shifts. Real Estate as the Ultimate Opportunity Engine One of the biggest advantages of a real estate career is access. Agents build relationships with: Investors Attorneys Contractors Bankers Developers Community leaders These relationships unlock deal flow and investment opportunities that most people never see. Stop Thinking. Start Doing. Stace shares one of the most important pieces of advice for agents who want to grow: Stop overthinking and start executing. Many agents delay investing because they believe they need more time, knowledge, or capital. But the real breakthrough happens when the first deal gets done. After that, momentum follows. Resources & Mentions Seven Figure Strategy Call → 7FigureCall.com John Kitchens Executive Coaching → JohnKitchens.coach Final Takeaway The biggest difference between an agent and a CEO isn't production. It's how they think about the business. Agents focus on closing deals. CEOs focus on building assets. When agents learn to use their real estate business as a vehicle for investments, partnerships, and long-term opportunities, the game changes completely. As Stace Bohlender reminds us: "Stop thinking and start doing." Connect with Us: 7 Figure Audit: 7figurecall.com Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

Casey Aviation Podcast
M350 to King Air 350: Making the Jump to a King Air | Dave Lally

Casey Aviation Podcast

Play Episode Listen Later Mar 13, 2026 42:37


What does it really take to move from a piston single to a multi-engine turbine?In this episode of the Malibu Guru Podcast, Joe sits down with Dave Lally to unpack his journey from flying a Bonanza and M350 to captaining a King Air 350 — all in just a few months. With fewer than 1,000 hours, Dave made the leap during the uncertainty of 2020, earning his multi-engine rating, type rating, and building mentor time in record pace.They talk about what the transition was really like, what surprised him most about turbine ownership, and why the King Air 350 turned out to be the perfect mission airplane — from nonstop Bahamas trips to hauling supplies into remote destinations.If you've ever wondered whether stepping up to turbine is worth it… this episode is for you.Subscribe for more real-world conversations from the owner-flown community.M-Class Spring 2026 is approaching, and spots are filling up quickly. Reserve your seat now! https://flycasey.com/m-class/Joe just released his very first book! You can grab your copy of Long Story Short: Stories From a Lifetime in the Cockpit on Amazon: https://a.co/d/4JGtIgq

Rich Habits Podcast
Q&A: $21M in Sales, Investing as a Widow, & $100K Invested at 23

Rich Habits Podcast

Play Episode Listen Later Mar 12, 2026 35:26


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

The Crypto Conversation
Stormrake – Old School Brokerage for the Digital Asset Era

The Crypto Conversation

Play Episode Listen Later Mar 12, 2026 25:05


Bisher Khudeira is the COO of Stormrake, a Melbourne-based digital asset brokerage offering best execution trading, institutional custody, and asset management across Bitcoin, digital assets, and tokenized real-world assets. Bisher joins Andy to explain why the brokerage model beats the exchange model for serious investors, what it takes to build a crypto business in one of the most hostile banking environments in the developed world, and why Stormrake is about to plant its flag in Dallas. Why you should listen Bisher has spent a decade in financial services, starting in foreign exchange brokering in 2015 and buying his first Bitcoin in a McDonald's car park in 2016 via peer-to-peer. He joined Stormrake in 2022, bought into the business, and has helped scale it from fewer than a hundred clients — mostly friends and family — to over 10,000 across Australia, with a US launch now weeks away. He walks through the core brokerage proposition: Stormrake faces around 20 exchanges and OTC desks simultaneously, aggregates client orders to access deeper liquidity and sharper pricing, and charges a flat commission with no spread markup. The result is what Bisher calls the Satoshi maximiser — clients walk away with more Bitcoin per transaction than they would going it alone on a single exchange. The conversation covers Stormrake's two wholesale funds: the Cumulus class, which targets picks-and-shovels digital assets like Ethereum, Solana, Hyperliquid, and Chainlink alongside select private equity plays; and the Stratus class, a Bitcoin and gold fund designed to smooth out Bitcoin's volatility while improving on gold's growth profile. Bisher also details the custody offering — fully institutional grade with insurance, separation of funds, and cold storage as default — while stressing that Stormrake fully supports self-custody for clients who want it. The US expansion into Dallas, two years in the making and launching end of April 2026, is built as a direct lift-and-shift of the Australian model into a jurisdiction where digital asset brokers are treated as normal participants in the economy rather than pariahs. Bisher doesn't hold back on the state of Australian banking, describing three personal debankings and ongoing hostility from the big four toward crypto businesses and their clients. He argues Australia is a decade behind the US on digital asset regulation, with an AFSL licensing regime for digital assets only coming into effect by mid-2026. Despite that, he frames the challenge as deeply rewarding — building a business from zero in a nascent industry with no playbook, bootstrapped the entire way, with the goal of becoming a digital-era complement to the likes of Charles Schwab or E-Trade. The episode closes with Bisher's market outlook: he sees Bitcoin within 10 to 20 percent of its bottom, expects three to four months of sideways chop, and is watching large institutional buyers accumulate aggressively at current levels ahead of what he believes will be a run toward $200,000 and beyond. Supporting links Stormrake Stabull Finance Andy on X Brave New Coin on X Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Real Estate Team OS
How a Prospecting-First Team Became a Media-Driven Brokerage with Devin Tryan | Ep 103

Real Estate Team OS

Play Episode Listen Later Mar 10, 2026 51:37


From a moped-riding, script-reading agent working expired listings to the owner of the fastest-growing brokerage in Hawaii. From a prospecting-first team on the phones together four hours a day to a media-driven brokerage creating 200+ pieces of content a month.Talk Realty CEO Devin Tryan shares lessons learned through big transitions over the past dozen years or so, including the five-step, three-bucket system for content creation, tips for hiring staff members, and key concepts behind the design of his agent-first, independent brokerage.Watch or listen for Devin's insights into:0:00 Intro and welcome1:16 The willingness to improve and places for new agents to improve6:35 How an early-stage team structure can be confusing to your clients10:39 The growth from an 18-agent real estate team to a 50-person teamerage15:40 One big question, two big ideas, and two hard rules that drove his business model22:21 The benefits of cross-training as a business owner25:53 Tips for interviewing and hiring staff (including taking two years for one role)34:55 Why your idea is the most important part of content creation (download the Creator's Compass below)37:06 The five-step process driving 200+ pieces of content per month39:12 How to balance entertainment, education, and sales content45:03 At the end, learn about a turbo-charged two-seater with nowhere to run, a part-time professor, and the relaxing power of rock climbing, diving, and chess.Download the Creator's Compass:→ https://vid.us/v9vi8hConnect with Devin Tryan:→ https://www.instagram.com/devintryan→ https://www.youtube.com/@DevinTryanHi→ https://www.zillow.com/profile/DevinTryan→ https://www.talkrealty.co/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

The Compound Show with Downtown Josh Brown
Trump's 10 Commandments for Business

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Mar 9, 2026 33:17


On this episode of Live From The Compound, Josh Brown is joined by Yale's Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership Institute. They unpack Jeff's new book, Trump's Ten Commandments: Strategic Lessons from the Trump Leadership Toolbox, revealing the patterns behind Donald Trump's leadership and what they mean for business, politics, and markets. Episode recorded 3/2/26 Topics include: - Why Trump's behavior is patterned, not chaotic - How his leadership compares to corporate CEOs in crisis - What investors and boards should watch in governance and risk - Which lessons could be risky — and which might work Grab a copy of Jeff's book here: https://www.amazon.com/Trumps-Ten-Commandments-Strategic-Leadership/dp/1637635567 This episode is sponsored by Public.  Find out more at: ⁠https://public.com/Compound⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at⁠ public.com/disclosures/ga⁠. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at⁠ https://public.com/disclosures/matchprogram⁠. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Sweaty Startup
How I Built Wealth by Doing the Boring Work That Actually Pays

The Sweaty Startup

Play Episode Listen Later Mar 9, 2026 21:57


Matt and I talked about the kind of businesses that actually build wealth and why most people overlook them chasing trends that never pay off. I shared my story from Storage Squad to Somewhere and broke down how trading time for money is still the best place to start. We talked about the real odds of success, what Silicon Valley gets wrong, how to think about leverage, and when to finally hire so you can get back to doing high-value work. This one's about clarity, execution, and doing what actually works in the real world Grow your business:   https://sweatystartup.com/events   Book:   https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X     Newsletter:   https://www.nickhuber.com/newsletter     My Companies:   Offshore recruiting – https://somewhere.com   Cost segregation – https://recostseg.com   Self storage – https://boltstorage.com   RE development – http://www.boltbuilders.com   Brokerage – https://nickhuber.com   Paid ads – https://adrhino.com   SEO – https://boldseo.com   Insurance – https://titanrisk.com   Pest control – https://spidexx.com     Sell a business:   http://nickhuber.com/sell     Buy a business:   https://www.nickhuber.com/buy     Invest with me:   http://nickhuber.com/invest     Social Profiles:   X – https://www.x.com/sweatystartup   Instagram – https://www.instagram.com/sweatystartup   TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup   LinkedIn – https://www.linkedin.com/in/sweatystartup     Podcasts:   The Sweaty Startup & The Nick Huber Show   https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81     Free PDF – How to analyze a self-storage deal:   https://sweatystartup.ck.page/79046c9b03  

Rich Habits Podcast
160: Why Prediction Markets Matter To You

Rich Habits Podcast

Play Episode Listen Later Mar 9, 2026 38:46


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz explain how to use prediction markets like Polymarket and Kalshi to their fullest potential. ---

Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats
The Best Brokerage Accounts for U.S. Expats (Don't Get Locked Out!)

Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats

Play Episode Listen Later Mar 9, 2026 15:34


Most American investors don't realize that their brokerage relationship often "breaks" the moment they move overseas. In this episode of Gimme Some Truth, we discuss why U.S. retail brokerages are closing expat accounts and how to choose the right custodian before you relocate.From FATCA compliance to the "liquidation-only" trap, we break down the complexities of being a U.S. person living abroad. We also expose the dangers of using a "fake" U.S. address (like a relative's house) and why that strategy can lead to massive tax and legal headaches.What You'll Learn:- The FATCA Factor: Why foreign banks don't want U.S. clients and why U.S. banks don't want foreign addresses.- Account Freezes: Why your brokerage might give you a 30-day notice to move your assets.- The "Address Trap": The risks of using PO Boxes or family addresses to keep your account open.- Retail vs. Institutional: Why advisor-sponsored platforms often have broader international capabilities than standard retail accounts.- Country-Specific Rules: Why the "best" brokerage for an expat in Germany might be different than one in Japan.https://usexpatinvesting.com/blog/what-is-the-best-brokerage-for-expats/Timestamps:0:00 Welcome: The Expat Investing Crisis0:45 Why your current brokerage might not work abroad2:09 FATCA Explained: The pressure on expat banking3:40 Why there is no "one-size-fits-all" solution4:39 The Dangers of "Fake" U.S. Addresses6:31 Essential planning steps BEFORE you move8:47 Retail vs. Advisor-Led Institutional Accounts11:21 Why brokerages "kick out" international clients13:22 How to be proactive with your expat wealth14:24 Disclosures & Wrap UpRead the corresponding blog for more details: Are you planning a move or already living abroad? Our team specializes in cross-border wealth management. www.usexpatinvesting.com#ExpatInvesting #USExpats #FATCA #FinancialPlanning #MovingAbroad #CrossBorderWealth #BrokerageAccountsSUBSCRIBE: @usexpatinvestingFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatingvesting

Yachting Channel
Superyacht Brokerage, Charter & Ownership: Hannah Wolstenholme of Edmiston | Yachting USA

Yachting Channel

Play Episode Listen Later Mar 8, 2026 41:02


How does someone go from working onboard as yacht crew to advising high-net-worth clients on superyacht charter, yacht sales, and yacht ownership strategy?In this episode of Yachting USA, host Rick Thomas sits down with Hannah Wolstenholme, Sales and Charter Broker at Edmiston, to explore her journey from discovering the yachting industry at 19 years old to building a successful career in superyacht brokerage.Hannah shares how mentorship, preparation, and persistence helped her move from crew into the highly competitive world of yacht brokerage, where trust, long-term relationships, and deep industry knowledge are essential. The conversation offers a behind-the-scenes look at how brokers guide clients through complex yacht purchases, charter programs, and ownership decisions.Rick and Hannah also discuss the balance between emotion and analytics when buying a yacht, why pre-purchase surveys and technical due diligence are critical, and how yacht management plays a major role in protecting the owner's investment and ensuring successful yacht programs.The discussion expands into broader trends shaping the superyacht industry, including how charter often becomes the gateway to yacht ownership, how younger owners are influencing yacht design and onboard lifestyle, and how technology, sustainability, and hybrid propulsion systems are beginning to reshape the future of luxury yachting.From the realities of brokerage negotiations to the evolving expectations of modern yacht owners, this episode offers a clear and insightful look at how the global superyacht industry actually works.In this episode• How Hannah Wolstenholme transitioned from yacht crew to superyacht broker • Why mentorship is critical in building a career in yachting • How yacht brokers prepare for major yacht sales and charter deals • The role of data and analytics in yacht ownership decisions • Why pre-purchase surveys are essential when buying a yacht • How charter introduces many clients to the superyacht lifestyle • Why yacht management is key to a successful ownership experience • The growing role of Miami and South Florida as a yachting hub • How younger yacht owners are influencing yacht design trends • The impact of sustainability and technology in modern superyachtsPrefer to read? Head to Yachting News on the website. https://www.yachtinginternationalradio.com/yachting-newsHost: Rick ThomasGuest: Hannah Wolstenholme — Sales and Charter Broker, Edmiston

Casey Aviation Podcast
Engineering the Air Tractor Legacy with Jim Hirsch

Casey Aviation Podcast

Play Episode Listen Later Mar 6, 2026 52:44


In this episode, Joe sits down with Jim Hirsch of Air Tractor to explore a career built on engineering and a lifelong passion for aviation. A Texas A&M graduate in Aeronautical Engineering, Jim shares how his technical foundation led him into agricultural aviation and ultimately into a leadership role at one of the industry's most influential aircraft manufacturers.Jim reflects on the legacy of Leland Snow and how Air Tractor's innovative designs shaped modern ag aviation, while also tracing the company's expansion into firefighting and military roles. He discusses the challenges of a cyclical industry, the need for constant innovation, and what has allowed Air Tractor to adapt and grow over time.The conversation also dives into company culture, including employee ownership, the importance of the PT6 engine, and why truly understanding the aircraft matters at every level. Jim also shares personal insights from his own flying, including how owning a Piper Meridian has changed his approach to travel and aviation.M-Class Spring 2026 is approaching, and spots are filling up quickly. Reserve your seat now! https://flycasey.com/m-class/Joe just released his very first book! You can grab your copy of Long Story Short: Stories From a Lifetime in the Cockpit on Amazon: https://a.co/d/4JGtIgq

CRECo.ai's FriedonTech Meets FriedOnBusiness
CRE INDUSTRY TRENDS, TECHNOLOGY, AND POLICY: MACRO MARKET SHIFTS, DATA CENTER DILEMMA, AND AI INTEGRATION STRATEGIES

CRECo.ai's FriedonTech Meets FriedOnBusiness

Play Episode Listen Later Mar 6, 2026 61:44


Send a textTune in for  the CRE Collaborative Inc. Roundtable as we talk through current market distraction and uncertainty amid regulation, consolidation, litigation, legislation, vendor bias in assessments, escalating cyber threats, and public/political resistance to AI/data centers.How To: Execute fundamentals; leverage predictive analytics and AI for independent grading; strengthen cyber hygiene and insurance; advocate on policy (1031, data centers, private property rights); experiment with AI ethically in targeted workflows.Why this is relevant: Deals flow to those who prepare and execute; unbiased evaluation improves decisions; cyber resilience protects wires and data; policy engagement and ethical AI use shape operating conditions and growth.“To me it's all about regulation and consolidation and litigation. And legislation.” Stated Saul Klein“Keep listing, keep selling… Do what you normally do and that you do well and it'll all work out.” Stated Saul Klein "Only people whose businesses are growing are interested in marketing… they're already self-selecting.” Stated Rebekah Carlson “This system represents… the closest thing to an independent evaluator that can look at things at such a broader scale.” stated Andreas Senie  “You are not crazy; all these things are in fact happening.” stated Darren Hayes =Practical Takeaways: Double down on foundations: announce conference attendance, book meetings in advance, and run networking cadences to convert appearances into deals.Integrate AI-driven, predictive asset grading to forecast CapEx, refine NOI, and prioritize capital deployment across resilient asset classes.Attach a cybersecurity policy to E&O; enforce MFA and dual wire verification; keep mobile OS updated and train teams on social engineering red flags.Tune in to the replay where the  CRE Collaborative Roundtable discuss all things Technology, Marketing, Brokerage, Government Policy, Capital, Construction & Cyber Security in Real Estate. How to it affects your real estate businesses, and what you can do for the next 30 days to outpace the competition.Your Roundtable Hosts:Andreas Senie, Host, Founder CRECollaborative (CRECo.ai), Technology Growth Strategist, CRETech Thought Leader, & Brokerage OwnerSaul Klein, Realtor Emeritus, Data Advocate & Futurist, Original Real Estate Internet Evangelist, Executive Editor Realty Times, IncRebekah Carlson, Founder & CEO Carlson Integrated, LLC, Past President NICAR Association, Brokerage OwnerProfessor Darren Hayes CEO Code Detectives, Professor Pace University, & Top 10 Forensic Cyber Security Specialist nationwide.Dan Wagner, Senior Vice President Government Relations at The The Inland Real Estate Group of Companies, Inc.ABOUT THE ROUNDTABLE:Your all in one comprehensive view of what is happening across the real estate industry -- straight from some of the industry's earliest technology adopters and foremost experts in Technology, Marketing, Capital, Construction & Cyber Security in Real EstateJoin us live at 6 PM EST on the 1st Thursday of each month, across all major social media channels and wherever you get your podcasts.This three-part show consists of:Part I: IntroduDon't forget to subscribe to our YouTube channel where there is a host of additional great content and to visit CRECo.ai the Commercial Real Estate Industry's all-in-one dashboard to connect, research, execute, and collaborate online CRECo.ai. Please be sure to share, rate, and review us it really does help! Learn more at : https://welcome.creco.ai/reroundtable

Rich Habits Podcast
Q&A: Paying Off $300K in Student Loans, Roth IRA vs. Roth 401(k), & Kiddie Taxes

Rich Habits Podcast

Play Episode Listen Later Mar 5, 2026 42:59


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

The Fintech Blueprint
How Alpaca built the API brokerage for 300+ global fintechs across 45 Countries, with CEO Yoshi Yokokawa

The Fintech Blueprint

Play Episode Listen Later Mar 5, 2026 46:38


In this episode, Lex chats with Yoshi Yokokawa, CEO of Alpaca — a brokerage infrastructure company that provides API-based trading and custody services to fintechs and developers globally. The conversation begins with their shared experience at Lehman Brothers during the 2008 financial crisis, where Yoshi worked in fixed income securitization and learned that even when market participants sense a bubble, they keep dancing because timing the exit is impossible. After Lehman's collapse, Yoshi pursued entrepreneurship, building a computer vision AI company acquired by Kyocera before founding Alpaca in 2017. Initially inspired by Robinhood, Yoshi pivoted after experiencing firsthand the friction of accessing brokerage infrastructure—realizing the deeper opportunity was building API-first brokerage rails for developers. Today Alpaca powers 9 million accounts through 300+ partners across 45 countries, recently raising $150 million at a unicorn valuation. The discussion explores how Alpaca follows Robinhood's product roadmap to anticipate partner demand, the challenges of adding crypto, and Yoshi's thesis that finance is undergoing a generational shift from digital to on-chain operations. Lex shares examples of legacy infrastructure dysfunction—from faxing PDFs to TD Ameritrade in 2012 to the Synapse collapse caused by manual CSV uploads—illustrating why Alpaca built its own custody and ledger systems as a path to competing in the $350 trillion global securities custody market. NOTABLE DISCUSSION POINTS: Alpaca's biggest breakthrough was not a better investing app idea, but recognizing that the real bottleneck was brokerage infrastructure. Yokokawa and team initially explored B2C product concepts, but pivoted once they experienced firsthand how painful broker-dealer setup, custody, and clearing integrations were. For readers building fintech, this is a huge lesson: the highest-value opportunity is often the “invisible” infrastructure pain, not the user-facing feature set. They found product-market fit by starting with a narrow wedge (API for automated traders) and only then expanding into a broader platform (Broker API for fintech apps). Alpaca did not begin by serving large fintechs; it first attracted power users who urgently needed programmable execution, then used inbound demand (“can I build my own Robinhood?”) as proof to build account opening, reporting, and full brokerage APIs. This is a valuable go-to-market pattern for infrastructure startups: win with a sharp use case, then expand into the system of record. Yokokawa's core strategic edge is full-stack control of licenses, memberships, and ledger technology rather than relying on legacy vendors. He explicitly ties this to lessons from historical fintech fragility (manual workflows, broken reconciliations, middleware failures) and argues that owning the custody/clearing layer is what makes Alpaca defensible long term. For readers, this is the key takeaway on moat-building in financial services: if you don't control the ledger and operational core, your product may scale faster at first but remains structurally fragile. TOPICS Alpaca, Lehman Brothers, Barclays, Nomura, Neuberger Berman, Blackrock, Robinhood, Interactive Brokers, TD Ameritrade, BNY Mellon, Brokerage infrastructure, API, trading, tokenization, embedded finance, fintech, crypto, web3   ABOUT THE FINTECH BLUEPRINT

Owner Occupied with Peter Lohmann
How PMI Built a 475-Location Property Management Franchise with CEO/Co-founder, Steve Hart

Owner Occupied with Peter Lohmann

Play Episode Listen Later Mar 5, 2026 62:18


What does it take to build a national property management franchise?In this episode, I sit down with Steve Hart, CEO and co-founder of PMI, a franchise network with nearly 500 locations and 35,000+ doors under management.We unpack how PMI grew from a startup during the 2008 financial crisis into one of the largest property management platforms in the country.We discuss:(00:00:00) - Intro(00:01:25) - Meet Steve Hart(00:05:09) - Building a franchise platform(00:07:22) - Five pillars explained(00:13:21) - HOA margins and revenue(00:16:00) - Sponsor - appgentic.ai(00:17:48) - Who should franchise(00:24:20) - Brokerage as bridge(00:29:21) - Multi-location franchise growth(00:30:08) - Acquisition engine explained(00:35:11) - Aligned incentives model(00:37:13) - Sponsor - Rentvine(00:38:19) - Breaking the 100 door plateau(00:41:31) - Stop competing on price(00:43:53) - Guarantees that build trust(00:46:21) - Churn trends and fixes(00:52:36) - Saying no to PE offers(00:55:47) - Consolidation and multi-unit owners(00:58:53) - Protecting the brand(01:01:13) - Final wrap and where to followSteve explains PMI's five-pillar model (residential, multifamily, HOA, commercial, and short-term rentals), why HOA management is growing 60% year over year, and how their franchise partners are acquiring millions of dollars in PM portfolios annually.We also dig into some practical operator questions:Why so many PM companies stall around 100 doorsWhen to stop competing on priceHow acquisitions are changing the industryAnd why Steve has repeatedly said "NO" to private equityIf you're thinking about scaling, franchising, or buying doors, this one's worth a listen.Learn more and connect with Steve here: PMISteve on LinkedInLearn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠

The Goldmine
How Do You Prepare for Market Uncertainty?

The Goldmine

Play Episode Listen Later Mar 4, 2026 33:58


On episode 212 of Ask The Compound, Ben Carlson and Bill Sweet discuss managing risk in an uncertain environment, how much is too much Roth, how the BOXX ETF works, 529 accounts for adults and more. Submit your Ask The Compound questions to ⁠⁠askthecompoundshow@gmail.com⁠⁠  This episode is sponsored by Public. Find out more at https://public.com/ATC

GSD Mode
How He Turned Facebook Leads Into a 50X ROI Using AI (Built a 100+ Agent Brokerage)

GSD Mode

Play Episode Listen Later Mar 4, 2026 73:17


➡️ Want To Learn More About Partnering With with Alan Kushmakov and myself at eXp? Schedule Your 100% Confidential, 100% Zero Pressure Discovery Call: https://calendly.com/alankbesthomesre/exp-explained   ➡️ Connect with Alan Kushmakov: Facebook: https://www.facebook.com/alankushmakov Instagram: https://www.instagram.com/alankushmakov LinkTree: https://linktr.ee/alankushmakov   ➡️ Connect With Me On Social Media: Facebook: https://www.facebook.com/JoshuaSmithGSD Instagram: https://instagram.com/joshuasmithgsd/   About Joshua Smith: -Licensed Realtor/Team Leader Since 2005 -Voted 30th Top Realtor in America by The Wall Street Journal -NAR "30 Under 30" Finalist -Named Top 100 Most Influential People In Real Estate -Top 1% of Realtors/Team Leaders Worldwide -6000+ Homes Sold & Currently Selling 1+ Homes Daily -Featured In: Forbes, Wall Street Journal, Inman & Realtor Magazine -Realtor, Team Leader, Coach, Mentor

The Compound Show with Downtown Josh Brown
Getting Ready for the “European Kill Switch”

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Mar 2, 2026 26:10


On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues something bigger is happening: Europe is rebuilding not just its military, but its digital infrastructure to reduce dependence on U.S. tech platforms. Matt, CEO and CIO of Tuttle Capital Management, joins Downtown Josh Brown to discuss digital sovereignty, shifting procurement, and whether this marks a cyclical rotation or the start of a structural reallocation away from U.S mega-cap dominance. We cover the impact on defense, cloud, U.S. tech giants, China exposure, currency effects, and how investors should size the opportunity. This episode is sponsored by Public.  Find out more at: https://public.com/Compound Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Habits Podcast
159: How To Invest Your First $1,000

Rich Habits Podcast

Play Episode Listen Later Mar 2, 2026 36:57


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk their listeners through how to invest their first $1,000. ---

The Sweaty Startup
How I Built Wealth Doing Boring Work Most People Ignore

The Sweaty Startup

Play Episode Listen Later Feb 28, 2026 24:12


Cody and I dug into the real side of entrepreneurship, what it actually takes to build wealth without chasing shiny ideas. I shared why I walked away from the tech startup fantasy and leaned into simple businesses that solve real problems. We talked through the ten minute drill, how I evaluate opportunity in any town, and why people waste years building businesses with zero demand. I broke down why your first business is about reps and skill acquisition, not money, and how boring work like tree removal or survey work can set you up for financial freedom faster than chasing passive income. This is a full breakdown of how to think like an operator, what the real wealthy people actually do, and why momentum is everything. Grow your business:   https://sweatystartup.com/events   Book:   https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X     Newsletter:   https://www.nickhuber.com/newsletter     My Companies:   Offshore recruiting – https://somewhere.com   Cost segregation – https://recostseg.com   Self storage – https://boltstorage.com   RE development – http://www.boltbuilders.com   Brokerage – https://nickhuber.com   Paid ads – https://adrhino.com   SEO – https://boldseo.com   Insurance – https://titanrisk.com   Pest control – https://spidexx.com     Sell a business:   http://nickhuber.com/sell     Buy a business:   https://www.nickhuber.com/buy     Invest with me:   http://nickhuber.com/invest     Social Profiles:   X – https://www.x.com/sweatystartup   Instagram – https://www.instagram.com/sweatystartup   TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup   LinkedIn – https://www.linkedin.com/in/sweatystartup     Podcasts:   The Sweaty Startup & The Nick Huber Show   https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81     Free PDF – How to analyze a self-storage deal:   https://sweatystartup.ck.page/79046c9b03  

Casey Aviation Podcast
Heated Windshields: Replacement Costs, Risks, and What You Need to Know

Casey Aviation Podcast

Play Episode Listen Later Feb 27, 2026 36:07


If you own, fly, buy, or sell a PA-46, you already know this is the topic that never goes away.In this episode, Joe sits down with Kenneth Hale, Director of Maintenance at Casey Aviation Services, and they break down why PA-46 windshields are such a big deal.Here's what we talk about:Why windshield replacements can cost $50,000+ installedWhy they're often on long backorderThe difference between older hot plate systems and newer heated glassWhat Piper's Service Letter 1604 means for your airplaneAmp draw vs. ohm testing (and why it matters)What makes a windshield “airworthy”How a bad logbook entry can affect a saleWhy replacing a PA-46 windshield is such a big maintenance jobIf you're going through a pre-buy, annual, or thinking about selling your airplane, this episode will help you understand what you're really dealing with.Listen in so you're not surprised the next time this “elephant in the room” comes up.M-Class Spring 2026 is approaching, and spots are filling up quickly. Reserve your seat now! https://flycasey.com/m-class/Joe just released his very first book! You can grab your copy of Long Story Short: Stories From a Lifetime in the Cockpit on Amazon: https://a.co/d/4JGtIgq

FYI - For Your Innovation
The AI-Powered Brokerage: Public's Vision For Agentic Investing

FYI - For Your Innovation

Play Episode Listen Later Feb 26, 2026 50:38


In this episode of FYI, Brett Winton and Nick Grous sit down with Leif Abraham, co-founder and co-CEO of Public. They examine how the brokerage landscape is shifting as digital-native investors seek more sophisticated tools, and why Public is focused on the top quartile of earners positioned to compound wealth. Leif discusses agentic AI workflows, generated assets, platform design trade-offs, prediction markets, and how Public is balancing short-term monetization with long-term customer lifetime value.Key Points From This Episode: 00:00:00 Public's positioning in the modern brokerage landscape00:07:17 The K-shaped economy and focusing on the top quartile00:09:04 Building a “serious” financial service centered on trust00:10:06 Product depth vs. simplification in brokerage design00:11:00 Generated Assets: prompting AI-built custom portfolios00:13:21 Digital natives as hybrid self-directed investors00:15:04 How AI is transforming internal product development00:19:55 Launching agentic workflows for money movement and trading00:23:38 Compressing the distance from idea to execution00:27:34 Guardrails, approvals, and trust in AI-driven execution00:30:26 Short-term trading revenue vs. long-term lifetime value00:33:32 Agents as retention and lock-in strategy00:35:05 Replacing financial advisors: automation, advice, and emotion00:37:54 Tokenization and private asset access00:40:40 Prediction markets and avoiding sports betting00:45:55 Building the last investing account customers ever openEditing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Rich Habits Podcast
Q&A: Big Beautiful Bill Tax Deductions, Buying a House w/ In-Laws, & Saving for an MBA

Rich Habits Podcast

Play Episode Listen Later Feb 26, 2026 45:21


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

GSD Mode
From Top Realtor to Brokerage Owner: Her Exact Lead Gen Playbook (Farming, FSBOs, Social Media & AI)

GSD Mode

Play Episode Listen Later Feb 25, 2026 90:24


Kara Hinshaw has been in the Real Estate Industry for 20+ years and is an absolute LEGEND in the Industry! In this GSD Mode Podcast Interview Kara shares Her entire journey, from being New to Top Individual Realtor to Top Team Leader/Real Estate Brokerage Owners + Shares Her top tips to creating success to creating success with Geo Farming, Social Media, Internet leads (PPC, Zillow, Realtor, etc), AI and much more! This is an absolute MUST watch Interview!   ➡️Connect with Kara Hinshaw: Facebook: https://www.facebook.com/kara.hinshaw Instagram: https://www.instagram.com/karahinshaw.indianarealtor/ Website: https://www.karahinshaw.com/   ➡️ Want To Learn More About Partnering With Me at eXp (Get all my Training & Coaching For Free) Schedule a Zero Pressure, Fully Confidential Zoom Call with me: https://go.oncehub.com/PartnerwithJoshuaSmithGSD   ➡️ Connect With Me On Social Media: Facebook: https://www.facebook.com/JoshuaSmithGSD Instagram: https://instagram.com/joshuasmithgsd/   About Joshua Smith: -Licensed Realtor/Team Leader Since 2005 -Voted 30th Top Realtor in America by The Wall Street Journal -NAR "30 Under 30" Finalist -Named Top 100 Most Influential People In Real Estate -Top 1% of Realtors/Team Leaders Worldwide -6000+ Homes Sold & Currently Selling 1+ Homes Daily -Featured In: Forbes, Wall Street Journal, Inman & Realtor Magazine -Realtor, Team Leader, Coach, Mentor

Breaking Barriers
Executive Vice President of Richel Commercial Brokerage - Mike Jensen

Breaking Barriers

Play Episode Listen Later Feb 25, 2026 24:42


In this heavy-hitting episode of Breaking Barriers, John Vagueiro sits down with commercial real estate legend Mike Jensen (in the game since ‘88). Mike opens up about the "living hell" of his early CRE career, overcoming depression, and why the work you do on your internal mindset is the only thing that actually works. Watch the full episode now!Don't forget to subscribe for more inspiring stories and insight.

Keeping it Real Podcast • Chicago REALTORS ® • Interviews With Real Estate Brokers and Agents
How To Attract (and Retain) Top Agents To Your Team or Brokerage • Jason Caspert

Keeping it Real Podcast • Chicago REALTORS ® • Interviews With Real Estate Brokers and Agents

Play Episode Listen Later Feb 24, 2026 52:40


Jason Caspert, Director of Sales at Courted, explains the “Moneyball” approach to recruiting and retaining real estate agents. D.J. and Jason break down how Courted's AI-powered platform mines MLS data to show brokers and team leaders exactly who to call, when to call, and what to say – including predicting which agents are most likely to move. They also share practical, real-world tactics for using data to personalize outreach, celebrate agents' wins, and strengthen retention, not just chase new recruits. If you'd prefer to watch this interview, click here to view on YouTube! This episode is brought to you by Real Geeks and Courted.io.

Rich Habits Podcast
158: Why You Feel Behind Financially

Rich Habits Podcast

Play Episode Listen Later Feb 23, 2026 37:51


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their perspectives as to why people feel behind financially -- even when they're not. ---⚙️ We're thrilled to introduce the ⁠Rich Habits Money Map!⁠ If you're someone ready to automate your saving and investing, the Rich Habits way, this workflow by Sequence is for you. ⁠Click here to sign up for Sequence⁠ and gain access to our Rich Habits Money Map! ---

The Sweaty Startup
How James Laidlaw Built InHomeGolf into a Multi Million Dollar Business

The Sweaty Startup

Play Episode Listen Later Feb 22, 2026 60:43


This is the full conversation I had with James Laidlaw about how he walked away from a high-paying commission job and built InHome Golf from scratch. We broke down how he scaled a golf simulator business during COVID, reinvested everything back into growth, and navigated the chaos that comes with explosive customer demand. Here's a photo of my simulator setup that James's company installed for me. https://x.com/sweatystartup/status/2011208892353851779 & Here's 22 other things that have that materially improved my quality of life: https://x.com/sweatystartup/status/2012556557674791016?s=20 If you want to reach out to James, email him at James@inhomegolf.com If you've ever thought about leaving your job or building a business of your own, this episode shows you what it actually looks like behind the scenes. Big thanks to James for joining the show. Check out InHome Golf here. I highly recommend them: https://inhomegolf.com/ Grow your business:   https://sweatystartup.com/events   Book:   https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X     Newsletter:   https://www.nickhuber.com/newsletter     My Companies:   Offshore recruiting – https://somewhere.com   Cost segregation – https://recostseg.com   Self storage – https://boltstorage.com   RE development – http://www.boltbuilders.com   Brokerage – https://nickhuber.com   Paid ads – https://adrhino.com   SEO – https://boldseo.com   Insurance – https://titanrisk.com   Pest control – https://spidexx.com     Sell a business:   http://nickhuber.com/sell     Buy a business:   https://www.nickhuber.com/buy     Invest with me:   http://nickhuber.com/invest     Social Profiles:   X – https://www.x.com/sweatystartup   Instagram – https://www.instagram.com/sweatystartup   TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup   LinkedIn – https://www.linkedin.com/in/sweatystartup     Podcasts:   The Sweaty Startup & The Nick Huber Show   https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81     Free PDF – How to analyze a self-storage deal:   https://sweatystartup.ck.page/79046c9b03  

The Compound Show with Downtown Josh Brown
Looks Like a Bull Market, Feels Like a Crash

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Feb 20, 2026 68:57


On episode 230 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠is joined by Robyn Grew and Kristina Hooper of Man Group to discuss: the 2026 outlook, AI's impact and recession possibilities, as well as International markets, private credit, and much more! This episode is sponsored by Public and ClearBridge Investments Find out more about Public at: https://public.com/compound International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Investor Fuel Real Estate Investing Mastermind - Audio Version
How to Survive a Frozen Real Estate Market Using AI, Lean Systems & Brokerage Innovation

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Feb 20, 2026 19:09


In this conversation, Dustin Parker shares his extensive experience in the real estate industry, discussing the challenges faced in recent years, particularly due to market fluctuations and the impact of technology. He emphasizes the importance of adapting to change, leveraging AI, and maintaining strong relationships in the business. Dustin also reflects on his journey from politics to real estate and the innovative business models he has implemented to navigate the current landscape.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Rich Habits Podcast
Q&A: Feeling Behind on Life Goals, Work Bonuses, & Medical Challenges

Rich Habits Podcast

Play Episode Listen Later Feb 19, 2026 40:42


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

Retirement Answers
7 MAJOR Benefits of a Brokerage Account in Retirement

Retirement Answers

Play Episode Listen Later Feb 19, 2026 21:03


Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage account is my favorite account type and in this episode, I share 7 benefits that anyone can use to their advantage in retirement.

The Compound Show with Downtown Josh Brown
“Unrealized” Capital Gains Tax is Economic Suicide

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Feb 18, 2026 69:30


Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Tonight we talk sector rotation, international stocks, capital gains tax, Apple, and much more! This episode is sponsored by Public. Find out more at https://public.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at http://public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Sweaty Startup
How to Get Unstuck and Build a Career You Actually Want

The Sweaty Startup

Play Episode Listen Later Feb 18, 2026 18:38


Brian and I got into what it really takes to make progress when you're stuck in a job, a business, or a mindset that's not working. We talked about how people overanalyze and under-execute, why momentum matters more than motivation, and the mindset shifts that helped me stop chasing the perfect idea and start stacking wins. I shared the story of how I built my early businesses, how I tested ideas without overcommitting, and how you can take control of your career path by doing common things uncommonly well. This one is for anyone who feels like they're waiting for permission to start. Grow your business:   https://sweatystartup.com/events   Book:   https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X     Newsletter:   https://www.nickhuber.com/newsletter     My Companies:   Offshore recruiting – https://somewhere.com   Cost segregation – https://recostseg.com   Self storage – https://boltstorage.com   RE development – http://www.boltbuilders.com   Brokerage – https://nickhuber.com   Paid ads – https://adrhino.com   SEO – https://boldseo.com   Insurance – https://titanrisk.com   Pest control – https://spidexx.com     Sell a business:   http://nickhuber.com/sell     Buy a business:   https://www.nickhuber.com/buy     Invest with me:   http://nickhuber.com/invest     Social Profiles:   X – https://www.x.com/sweatystartup   Instagram – https://www.instagram.com/sweatystartup   TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup   LinkedIn – https://www.linkedin.com/in/sweatystartup     Podcasts:   The Sweaty Startup & The Nick Huber Show   https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81     Free PDF – How to analyze a self-storage deal:   https://sweatystartup.ck.page/79046c9b03  

The Goldmine
Should You Pay Off Your Mortgage Early or Invest in Stocks?

The Goldmine

Play Episode Listen Later Feb 18, 2026 21:31


On episode 210 of Ask The Compound, Ben Carlson discusses buying a house for 5-10 years, paying down your mortgage vs investing, when to pause your DCA, house wealth, investing abroad and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com  This episode is sponsored by Public. Find out more at https://public.com/ATC