Podcasts about brokerage

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Don Ford. A board-certified probate and estate attorney and managing partner of Ford Bergner LLP. The conversation focuses on the importance of estate planning, wills, trusts, probate, executors, and family dynamics that often arise after the death of a loved one. Ford provides practical guidance on how individuals can protect their assets, reduce family conflict, and ensure their wishes are properly carried out through legally sound estate planning. Throughout the interview, he emphasizes that estate planning is not just for the wealthy but for anyone who owns assets or has loved ones they want to protect. Purpose of the Interview The interview was designed to: Educate listeners about wills, trusts, and estate planning. Explain the legal differences between financial planning and estate planning. Help families avoid disputes and costly probate issues. Clarify common misconceptions about handwritten wills and DIY estate documents. Encourage individuals to create estate plans before a crisis occurs. Highlight the importance of planning for incapacity as well as death. Key Takeaways 1. Estate Planning Is Different from Financial Planning Ford explains that financial planners focus on growing wealth, while estate planning focuses on what happens to your assets if you die or become incapacitated. 2. Most Americans Don't Have a Will According to Ford, approximately two-thirds of Americans do not have a will, often because they avoid thinking about death, worry about legal costs, or struggle with difficult family decisions. 3. DIY Wills Can Create Major Problems While some states allow handwritten wills, poorly written documents often create ambiguity that leads to family disputes, litigation, and unintended outcomes. 4. Clear Legal Language Prevents Family Conflict A properly drafted will eliminates confusion by clearly defining beneficiaries, distributions, responsibilities, and contingency plans. 5. Estate Planning Should Be Based on Life Stage, Not Age Ford argues that estate planning becomes important when people begin accumulating assets such as: Homes Vehicles Retirement accounts Brokerage accounts Savings The need for a plan is determined more by responsibilities and assets than by age. 6. Communication Is Critical After a Death Many estate disputes begin because family members grieve differently and have different expectations about property, money, and responsibilities. 7. A Good Estate Plan Protects Family Relationships When instructions are clearly documented, families spend less time arguing about intentions and more time focusing on healing. 8. Executors Have Serious Legal Responsibilities An executor is responsible for managing and settling an estate, but cannot legally act until approved by a court. Executors must: Treat beneficiaries fairly Account for all assets Distribute assets according to the law and the will Avoid conflicts of interest 9. Trusts and Wills Serve Different Purposes A trust can be used to transfer assets during a person's lifetime and may help avoid probate in certain states where the probate process is costly and complicated. 10. Estate Planning Is More Than a Will A complete estate plan may include: A will A trust Medical powers of attorney Financial powers of attorney Guardianship planning Asset protection strategies 11. Family Structure Matters Blended families, multiple marriages, children from different relationships, and out-of-state property ownership often require more sophisticated estate planning. 12. Planning for Incapacity Is Equally Important Ford emphasizes that estate planning also addresses what happens if someone becomes unable to make their own medical or financial decisions before death. Notable Quotes On Estate Planning "Estate planning is really what happens if I die, making a plan for your death and what happens after you're gone." On Handwritten Wills "While the handwritten will may be an option, it's usually not the best option." On Legal Guidance "A lawyer would put in the verbiage to make sure there is not that ambiguity." On Why People Avoid Wills "A lot of people have not wanted to talk about these issues because they don't really want to talk about dying." On Planning Ahead "Not thinking about it doesn't mean it's not going to happen." On Timing "It's more of a position-in-life issue and not more about an age issue." On Estate Administration "The executor can't take money and spend it on themselves when it's supposed to go to the others." On Family Conflict "Communication is a big piece of that." On Good Planning "A good plan and a well-drafted will alleviates a lot of those problems." On Trusts "The trust agreement is going to determine who gets my home rather than my will determining who gets my home." On Estate Planning as a Whole "Estate planning is a more holistic view about all of these issues." On Powers of Attorney "We need powers of attorney if you become incapacitated before you die." Bottom Line Don Ford's central message is that estate planning is an act of protection, not simply a legal exercise. A properly structured estate plan helps preserve assets, reduce family conflict, ensure personal wishes are honored, and prepare for both death and incapacity. The interview serves as a reminder that waiting too long to create a will, trust, or estate plan can leave loved ones facing unnecessary stress, confusion, and costly legal challenges. #SHMS #BEST #STRAW Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Don Ford. A board-certified probate and estate attorney and managing partner of Ford Bergner LLP. The conversation focuses on the importance of estate planning, wills, trusts, probate, executors, and family dynamics that often arise after the death of a loved one. Ford provides practical guidance on how individuals can protect their assets, reduce family conflict, and ensure their wishes are properly carried out through legally sound estate planning. Throughout the interview, he emphasizes that estate planning is not just for the wealthy but for anyone who owns assets or has loved ones they want to protect. Purpose of the Interview The interview was designed to: Educate listeners about wills, trusts, and estate planning. Explain the legal differences between financial planning and estate planning. Help families avoid disputes and costly probate issues. Clarify common misconceptions about handwritten wills and DIY estate documents. Encourage individuals to create estate plans before a crisis occurs. Highlight the importance of planning for incapacity as well as death. Key Takeaways 1. Estate Planning Is Different from Financial Planning Ford explains that financial planners focus on growing wealth, while estate planning focuses on what happens to your assets if you die or become incapacitated. 2. Most Americans Don't Have a Will According to Ford, approximately two-thirds of Americans do not have a will, often because they avoid thinking about death, worry about legal costs, or struggle with difficult family decisions. 3. DIY Wills Can Create Major Problems While some states allow handwritten wills, poorly written documents often create ambiguity that leads to family disputes, litigation, and unintended outcomes. 4. Clear Legal Language Prevents Family Conflict A properly drafted will eliminates confusion by clearly defining beneficiaries, distributions, responsibilities, and contingency plans. 5. Estate Planning Should Be Based on Life Stage, Not Age Ford argues that estate planning becomes important when people begin accumulating assets such as: Homes Vehicles Retirement accounts Brokerage accounts Savings The need for a plan is determined more by responsibilities and assets than by age. 6. Communication Is Critical After a Death Many estate disputes begin because family members grieve differently and have different expectations about property, money, and responsibilities. 7. A Good Estate Plan Protects Family Relationships When instructions are clearly documented, families spend less time arguing about intentions and more time focusing on healing. 8. Executors Have Serious Legal Responsibilities An executor is responsible for managing and settling an estate, but cannot legally act until approved by a court. Executors must: Treat beneficiaries fairly Account for all assets Distribute assets according to the law and the will Avoid conflicts of interest 9. Trusts and Wills Serve Different Purposes A trust can be used to transfer assets during a person's lifetime and may help avoid probate in certain states where the probate process is costly and complicated. 10. Estate Planning Is More Than a Will A complete estate plan may include: A will A trust Medical powers of attorney Financial powers of attorney Guardianship planning Asset protection strategies 11. Family Structure Matters Blended families, multiple marriages, children from different relationships, and out-of-state property ownership often require more sophisticated estate planning. 12. Planning for Incapacity Is Equally Important Ford emphasizes that estate planning also addresses what happens if someone becomes unable to make their own medical or financial decisions before death. Notable Quotes On Estate Planning "Estate planning is really what happens if I die, making a plan for your death and what happens after you're gone." On Handwritten Wills "While the handwritten will may be an option, it's usually not the best option." On Legal Guidance "A lawyer would put in the verbiage to make sure there is not that ambiguity." On Why People Avoid Wills "A lot of people have not wanted to talk about these issues because they don't really want to talk about dying." On Planning Ahead "Not thinking about it doesn't mean it's not going to happen." On Timing "It's more of a position-in-life issue and not more about an age issue." On Estate Administration "The executor can't take money and spend it on themselves when it's supposed to go to the others." On Family Conflict "Communication is a big piece of that." On Good Planning "A good plan and a well-drafted will alleviates a lot of those problems." On Trusts "The trust agreement is going to determine who gets my home rather than my will determining who gets my home." On Estate Planning as a Whole "Estate planning is a more holistic view about all of these issues." On Powers of Attorney "We need powers of attorney if you become incapacitated before you die." Bottom Line Don Ford's central message is that estate planning is an act of protection, not simply a legal exercise. A properly structured estate plan helps preserve assets, reduce family conflict, ensure personal wishes are honored, and prepare for both death and incapacity. The interview serves as a reminder that waiting too long to create a will, trust, or estate plan can leave loved ones facing unnecessary stress, confusion, and costly legal challenges. #SHMS #BEST #STRAW Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSee omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Don Ford. A board-certified probate and estate attorney and managing partner of Ford Bergner LLP. The conversation focuses on the importance of estate planning, wills, trusts, probate, executors, and family dynamics that often arise after the death of a loved one. Ford provides practical guidance on how individuals can protect their assets, reduce family conflict, and ensure their wishes are properly carried out through legally sound estate planning. Throughout the interview, he emphasizes that estate planning is not just for the wealthy but for anyone who owns assets or has loved ones they want to protect. Purpose of the Interview The interview was designed to: Educate listeners about wills, trusts, and estate planning. Explain the legal differences between financial planning and estate planning. Help families avoid disputes and costly probate issues. Clarify common misconceptions about handwritten wills and DIY estate documents. Encourage individuals to create estate plans before a crisis occurs. Highlight the importance of planning for incapacity as well as death. Key Takeaways 1. Estate Planning Is Different from Financial Planning Ford explains that financial planners focus on growing wealth, while estate planning focuses on what happens to your assets if you die or become incapacitated. 2. Most Americans Don't Have a Will According to Ford, approximately two-thirds of Americans do not have a will, often because they avoid thinking about death, worry about legal costs, or struggle with difficult family decisions. 3. DIY Wills Can Create Major Problems While some states allow handwritten wills, poorly written documents often create ambiguity that leads to family disputes, litigation, and unintended outcomes. 4. Clear Legal Language Prevents Family Conflict A properly drafted will eliminates confusion by clearly defining beneficiaries, distributions, responsibilities, and contingency plans. 5. Estate Planning Should Be Based on Life Stage, Not Age Ford argues that estate planning becomes important when people begin accumulating assets such as: Homes Vehicles Retirement accounts Brokerage accounts Savings The need for a plan is determined more by responsibilities and assets than by age. 6. Communication Is Critical After a Death Many estate disputes begin because family members grieve differently and have different expectations about property, money, and responsibilities. 7. A Good Estate Plan Protects Family Relationships When instructions are clearly documented, families spend less time arguing about intentions and more time focusing on healing. 8. Executors Have Serious Legal Responsibilities An executor is responsible for managing and settling an estate, but cannot legally act until approved by a court. Executors must: Treat beneficiaries fairly Account for all assets Distribute assets according to the law and the will Avoid conflicts of interest 9. Trusts and Wills Serve Different Purposes A trust can be used to transfer assets during a person's lifetime and may help avoid probate in certain states where the probate process is costly and complicated. 10. Estate Planning Is More Than a Will A complete estate plan may include: A will A trust Medical powers of attorney Financial powers of attorney Guardianship planning Asset protection strategies 11. Family Structure Matters Blended families, multiple marriages, children from different relationships, and out-of-state property ownership often require more sophisticated estate planning. 12. Planning for Incapacity Is Equally Important Ford emphasizes that estate planning also addresses what happens if someone becomes unable to make their own medical or financial decisions before death. Notable Quotes On Estate Planning "Estate planning is really what happens if I die, making a plan for your death and what happens after you're gone." On Handwritten Wills "While the handwritten will may be an option, it's usually not the best option." On Legal Guidance "A lawyer would put in the verbiage to make sure there is not that ambiguity." On Why People Avoid Wills "A lot of people have not wanted to talk about these issues because they don't really want to talk about dying." On Planning Ahead "Not thinking about it doesn't mean it's not going to happen." On Timing "It's more of a position-in-life issue and not more about an age issue." On Estate Administration "The executor can't take money and spend it on themselves when it's supposed to go to the others." On Family Conflict "Communication is a big piece of that." On Good Planning "A good plan and a well-drafted will alleviates a lot of those problems." On Trusts "The trust agreement is going to determine who gets my home rather than my will determining who gets my home." On Estate Planning as a Whole "Estate planning is a more holistic view about all of these issues." On Powers of Attorney "We need powers of attorney if you become incapacitated before you die." Bottom Line Don Ford's central message is that estate planning is an act of protection, not simply a legal exercise. A properly structured estate plan helps preserve assets, reduce family conflict, ensure personal wishes are honored, and prepare for both death and incapacity. The interview serves as a reminder that waiting too long to create a will, trust, or estate plan can leave loved ones facing unnecessary stress, confusion, and costly legal challenges. #SHMS #BEST #STRAW Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

What you'll learn in this episode Why your business should always have backup talent ready The 3 types of talent: potential, emerging, and proven Why proven talent, though costly, is worth the investment How to evaluate a candidate's record of success The cultural fit questions to ask in every interview Why “if it's not a hell yes, it's not a yes” is the golden rule in hiring To find out more about Dan Rochon and the CPI Community, you can check these links:GET THE BOOK! Teach to Sell : Teach to Sell: Why Top Performers Never Sell – And What They Do InsteadWebsite: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook Page: https://www.facebook.com/NoBrokeMonths/Facebook: Dan RochonLinkedIn: Dan Rochon

Kate has good money habits. She's saving, she's investing, she's automated her high-yield savings account. So why does she still feel like she's behind? Today, Nicole sits down with a Money Rehab listener for a real-life financial intervention, digging into the exact questions so many 20-somethings are quietly Googling at 1am. Kate walks Nicole through her real numbers: what she earns, what she spends, and how she's splitting money between a Roth IRA, a brokerage account, and student loan payments. Nicole breaks down the actual mechanics she never learned, like why you need cash in the account before you can buy anything, how to think about a Roth versus a brokerage account, and whether it's smart to max out one before touching the other. They also get into the emotional side of money: the guilt Kate feels every time she spends, why her financial goals always seem to move further away the more she achieves, and how giving herself a real number for guilt-free spending changes everything. Check out Nicole's financial literacy course The Money School Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Here's what Nicole covers with Kate: 00:00 Are You Ready for Some Money Rehab? 02:28 Meet Kate: Her Money Goals 03:53 From Ice Cream Shop Paychecks to a 9-5 04:39 Breaking Down Kate's Budget 05:54 The High-Yield Savings Account Strategy 07:11 Using a HYSA as a "Don't Touch This" Account 08:01 Roth vs. Brokerage: Kate's Investing Confusion 09:25 Why No One Teaches You How to Actually Buy 11:06 Roth vs. Brokerage, Explained 13:28 Should You Max Out Your Roth First? 15:09 Why Kate Sticks to Index Funds 17:15 The Tax Truth About Brokerage Accounts 20:07 What Financial Freedom Actually Means to Kate 21:19 The Guilt Spiral of Spending 22:28 Why Sticking to the Plan Is the Hard Part 22:52 How Kate's Childhood Shaped Her Money Mindset 23:52 The Moving Goalpost Problem 25:25 Building (and Sticking to) a Budget 28:30 Solving Spending Guilt With a "Fun Money" Number 29:51 Where Kate Keeps Her Savings 31:05 Kate's 5 and 10 Year Money Goals 32:36 Is Money a Never-Ending Game? 34:41 How Kate Started Investing With Just $20 36:45 Nicole's Game Plan for Kate 45:05 Tip You Can Take Straight to the Bank Get started with a SoFi high yield savings account: SoFi.com/MNNBank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

On this episode of Zen and the Art of Real Estate Investing, Jonathan Greene sits down with Ian Slater, founder and partner at Trove Partners, a discreet real estate advisory team specializing in high-net-worth clients in New York, the Hamptons, and worldwide. Ian shares how growing up around his father's construction business shaped his understanding of real estate, even though he never expected to make it his career, and how he eventually built a successful career serving luxury real estate clients in New York. Jonathan and Ian discuss what separates the most successful real estate brokers from everyone else, including the importance of trust, organization, follow-through, relationships, and understanding the lifestyle of high-net-worth clients. Ian explains how he intentionally built his personal brand and network in his 20s by putting himself in the right rooms and developing the ability to connect with sophisticated clients. The conversation also explores Ian's personal real estate investing journey. He and his husband started with a $255,000 multifamily property in Providence, Rhode Island, eventually building a portfolio of roughly 40 apartments across eight buildings. Ian explains how they used renovation, refinancing, appreciation, and time to build equity, and how their strategy evolved from managing multifamily properties to renovating and selling homes and pursuing development opportunities. Jonathan and Ian also examine how the current real estate market differs from the environment that allowed them to get started, including higher interest rates, compressed cap rates, rising property values, and the opportunity cost of investing in real estate versus other assets. They discuss why sophisticated investors need to understand the market they're operating in, why some New York properties still command a premium, and how Ian's investing experience helps him give clients honest advice about whether real estate actually makes sense for their goals. Finally, Jonathan and Ian discuss the future of real estate, AI, wealth building, and the importance of playing the long game. Ian explains why he believes high-level real estate brokerage remains a relationship-driven business that is difficult to replace with technology, why avoiding "commission breath" builds trust, and how he hopes to eventually build a portfolio that produces meaningful cash flow and financial flexibility without necessarily focusing on passing a real estate empire to future generations. In this episode, you will hear: How Ian went from growing up around construction to becoming a luxury real estate advisor Why trust, follow-through, and relationship building are essential to succeeding in high-end real estate How Ian and his husband built a 40-unit Providence real estate portfolio Why market conditions today require investors to think differently than they did a decade ago How to build long-term wealth through real estate while staying flexible enough to adapt as your goals and the market change Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Ian: Website - https://www.trove-partners.com/  Instagram - https://www.instagram.com/ianslater/  LinkedIn - https://www.linkedin.com/in/ian-slater-53688124 Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.

On this episode of Zen and the Art of Real Estate Investing, Jonathan Greene sits down with Ian Slater, founder and partner at Trove Partners, a discreet real estate advisory team specializing in high-net-worth clients in New York, the Hamptons, and worldwide. Ian shares how growing up around his father's construction business shaped his understanding of real estate, even though he never expected to make it his career, and how he eventually built a successful career serving luxury real estate clients in New York. Jonathan and Ian discuss what separates the most successful real estate brokers from everyone else, including the importance of trust, organization, follow-through, relationships, and understanding the lifestyle of high-net-worth clients. Ian explains how he intentionally built his personal brand and network in his 20s by putting himself in the right rooms and developing the ability to connect with sophisticated clients. The conversation also explores Ian's personal real estate investing journey. He and his husband started with a $255,000 multifamily property in Providence, Rhode Island, eventually building a portfolio of roughly 40 apartments across eight buildings. Ian explains how they used renovation, refinancing, appreciation, and time to build equity, and how their strategy evolved from managing multifamily properties to renovating and selling homes and pursuing development opportunities. Jonathan and Ian also examine how the current real estate market differs from the environment that allowed them to get started, including higher interest rates, compressed cap rates, rising property values, and the opportunity cost of investing in real estate versus other assets. They discuss why sophisticated investors need to understand the market they're operating in, why some New York properties still command a premium, and how Ian's investing experience helps him give clients honest advice about whether real estate actually makes sense for their goals. Finally, Jonathan and Ian discuss the future of real estate, AI, wealth building, and the importance of playing the long game. Ian explains why he believes high-level real estate brokerage remains a relationship-driven business that is difficult to replace with technology, why avoiding "commission breath" builds trust, and how he hopes to eventually build a portfolio that produces meaningful cash flow and financial flexibility without necessarily focusing on passing a real estate empire to future generations. In this episode, you will hear: How Ian went from growing up around construction to becoming a luxury real estate advisor Why trust, follow-through, and relationship building are essential to succeeding in high-end real estate How Ian and his husband built a 40-unit Providence real estate portfolio Why market conditions today require investors to think differently than they did a decade ago How to build long-term wealth through real estate while staying flexible enough to adapt as your goals and the market change Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Ian: Website - https://www.trove-partners.com/  Instagram - https://www.instagram.com/ianslater/  LinkedIn - https://www.linkedin.com/in/ian-slater-53688124 Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.

I break down the philosophy behind Sweaty Startup and why execution beats ideas every time. In this conversation, I also share lessons from building multiple companies, learning sales through repetition, scaling with international talent, and creating systems that allow businesses to grow without depending on the owner. Topics include: • Why most people overvalue business ideas • The real skill every entrepreneur needs • How Nick scales with global teams • Delegation and decision making • Building multiple companies without losing focus • The operational systems behind growth A conversation on entrepreneurship, leverage, and building businesses that last. 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  

Are Deferred Compensation Plans (DCPs) the strategic and supercharged path to FIRE, or can a taxable brokerage account get you to the exact same place? We break down exactly how DCPs work, their risks, their realities, and how they've worked for each of us personally. The forced-savings approach of a DCP could be the ultimate in forced savings, or the flexibility of a taxable brokerage account could be just the solution we all have access to. Are you missing out if you don't have access to a DCP? Let's figure out if this is the most amazing perk ever or a trap we should avoid.  Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/177-the-ultimate-fire-bridge-the-truth-about-deferred-compensation-plans-vs-brokerage-accounts/

First, the guys unpack a bizarre $9.5M methamphetamine seizure hidden inside a Texas detergent load, discuss the sudden departure of Chris Spear from the ATA, state legal victories protecting CDL driver data, and the growing legal heat surrounding broker liability with J.B. Hunt facing summary judgment battles. Then, two expert guest segments tackle the industry's biggest modern challenges: BuyWander Co-Founder Brock Kowalchuk joins the show to discuss how billions of dollars in returned retail inventory can be saved from landfills using scalable auction technology. Megan Gabriel & Veronica Van Loon from Changemakers detail what brokers and logistics companies MUST do in the first 48 hours of a major legal or public relations crisis. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Zen and the Art of Real Estate Investing, Jonathan Greene sits down with Cliff Nonnenmacher, CEO and founder of Franocity, author, and franchise consultant, to explore franchising, entrepreneurship, and building businesses that can create lasting wealth. Cliff shares his unconventional path from collecting golf balls as a kid to investment banking, trading, owning multiple businesses, and eventually becoming deeply involved in franchising. Jonathan and Cliff dive into what makes a franchise a strong investment, why following a proven playbook can be more valuable than trying to reinvent the wheel, and how prospective franchise owners should evaluate their own skills, goals, risk tolerance, and willingness to execute. They also discuss why time freedom is often a bigger motivator than money and how entrepreneurs can build businesses with generational wealth and legacy in mind. The conversation also looks at the impact of AI and automation on the future of business. Cliff explains why entrepreneurs should focus on industries that are further from technological disruption, including businesses requiring hand dexterity, services for an aging population, youth enrichment, the humanization of pets, and the pursuit of health and longevity. Jonathan and Cliff also explore the challenges of generational succession and why so many business owners discover too late that their children have no interest in taking over the family business. They discuss the importance of exit planning, how franchise owners can grow through acquisitions, and why aging mom and pop businesses may represent significant opportunities for entrepreneurs who already have a proven system in place. Ultimately, this episode is about building something that gives you more than an income. Jonathan and Cliff discuss creating time freedom, following proven systems, adapting to disruption, planning for succession, and making sure the life's work you build can actually become an asset that someone else wants to buy. In this episode, you will hear: How Cliff went from childhood entrepreneurship to franchising Why time freedom is often more important than financial freedom What makes someone a strong candidate for franchise ownership How AI and automation could reshape traditional businesses Why business owners need to plan their exit before they are ready to leave Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Cliff: Website - https://franocity.com  YouTube - https://www.youtube.com/@Franocity  Facebook - http://www.facebook.com/franocity  LinkedIn - www.linkedin.com/in/cliffnonnenmacher  X - http://x.com/franocity Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.

In this conversation with Zuby, we talk about entrepreneurship, confidence, family, modern culture, AI, and why I believe so many people are looking at life the wrong way. I explain why optimism and self belief matter so much in business, how my parents shaped my mindset growing up, and why I think supportive families create an enormous advantage in life. We also get into the strange way modern culture treats "privilege" as something shameful instead of something parents should want to create for their children. We talk about relationships, marriage, having kids, and why so many major cities and modern cultures have become disconnected from family life. I share the story of why my wife and I left Boston, what changed when we became parents, and why I believe having children makes you grow as a person in ways nothing else can. We also dive into AI and the future of technology. I explain why I think people are massively overestimating how quickly AI will replace human beings, while also acknowledging some of the very real dangers around fake content, propaganda, and losing the ability to tell what's real online. At the core of this conversation is one belief: life is hard for everybody. The people who build meaningful lives are the ones who take responsibility, stay optimistic, build strong families, and keep moving forward anyway. 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  

Listener Q&A where Andy talks about: How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 )His thoughts on a few different variable portfolio withdrawal strategies, namely Amortization Based Withdrawals ("ABW"), Total Portfolio Allocation Withdrawals ("TPAW") and Big ERN's CAPE-based approach ( 14:10 )Converting to a Roth IRA money you plan on spending in the near-term, instead of outright distributing it to your bank or brokerage account to be spent from there ( 23:18 )Whether doing Roth conversions or backdoor Roth contributions are ultimately the same thing from a tax planning perspective ( 28:02 )His thoughts on deciding which type of advisor and/or advisory fee model might make the most sense for you when considering the potential fees to be paid to an advisor over a lifetime ( 33:41 )At what point should you just take out unused 529 funds and pay tax and penalty on the gains, assuming you have no expectation they'll eventually get to be used for qualified education expenses ( 40:15 )Potential ideas for small or solo advisory firms to establish a succession plan in the event of the death or incapacitation of the advisor ( 45:26 )What to look for in an advisory relationship to help minimize the risk of the advisory committing fraud with your money ( 50:50 )Whether to live off cash for multiple years - assuming you have saved that much cash - or instead pull from your investment accounts ( 56:53 )His thoughts on Securities Backed Lines of Credit, or SBLOCs, from brokerage firms ( 1:00:35 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comAndy's LinkedIn profile: https://www.linkedin.com/in/andypanko/Links in this episode:Tenon Financial monthly newsletter/blog - Retirement Planning InsightsYouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

How can the freight agent model and rigorous carrier vetting safeguard your logistics operations against skyrocketing freight fraud?  An absolute industry legend, Greg Sanders from RDS Capacity Solutions, dives directly into the heavy-hitting topics, from navigating the true financial cash flow risks of modern freight brokerage to understanding why mid-sized companies are increasingly exploring the freight agent model to offset rising operational and tech costs! Greg brings that built-to-last mentality, unpacking exactly how we can fight back against organized freight fraud and explaining why getting involved with TIA advocacy on Capitol Hill is non-negotiable if we want to establish baseline safety standards and clean up our supply chains. Tune in to this episode about carrier vetting, liability management, and building a logistics empire that is actually designed to survive the long haul!   About Greg Sanders Greg Sanders is the founder, Chairman, and CEO of RDS Logistics, a leading 3PL in Southern California. RDS Logistics provides capacity solutions to a blue-chip customer base throughout North America. Over his 35-year career in the Transportation and Logistics industry, Sanders has held several key executive positions with Landstar, Schneider, Geodis, Redwood, and ITS Logistics.  Sanders most recently served as CEO of RDS Logistics Group before spinning off the Brokerage business he founded in 2019. Sanders also serves on the TIA board and currently serves as Chair of the TIA Services board.   Connect with Greg Website: https://rdscapacitysolutions.com/  LinkedIn: https://www.linkedin.com/in/greg-sanders-29a4b5b/   

On this episode of Zen and the Art of Real Estate Investing, Jonathan Greene sits down with Cheryl Scheidell, a reverse mortgage specialist with Barrett Financial Group, for an in-depth conversation about one of the most misunderstood financial tools available to homeowners. Cheryl explains how reverse mortgages have evolved over the years, who they are designed to help, and why they can play an important role in retirement planning, wealth preservation, and helping seniors age in place with greater financial security. Jonathan and Cheryl break down exactly how reverse mortgages work, separating common misconceptions from reality. Cheryl explains why borrowers are no longer required to make monthly mortgage payments, how equity is accessed responsibly, and why modern safeguards, including HUD counseling, have made today's Home Equity Conversion Mortgage (HECM) program much different from the products that earned a negative reputation years ago. They also discuss how reverse mortgages can be used to purchase homes, refinance existing loans, or even preserve low-interest first mortgages through second-position products. The conversation also explores the importance of family communication around financial planning. Jonathan and Cheryl discuss why adult children should be included in these conversations, how reverse mortgages can reduce the financial burden on families caring for aging parents, and why proactive estate planning often prevents unnecessary conflict later. They also explain how reverse mortgages can help pay for home modifications, in-home care, assisted living expenses, or simply allow retirees to enjoy the wealth they have spent decades building. Ultimately, this episode highlights the value of education over assumptions. Rather than viewing reverse mortgages as a last resort, Jonathan and Cheryl encourage listeners to understand them as one potential financial planning tool that, when used appropriately, can improve cash flow, preserve retirement assets, and create greater peace of mind for both homeowners and their families. In this episode, you will hear: How reverse mortgages work and why today's programs differ from outdated perceptions Why reverse mortgages can improve cash flow while allowing seniors to remain in their homes How reverse mortgages can help fund home modifications, healthcare, and retirement expenses Why involving adult children in financial planning conversations benefits the entire family How Home Equity Conversion Mortgages (HECMs) include consumer protections and required counseling Why reverse mortgages can serve as a valuable wealth preservation and retirement planning tool when used appropriately Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Cheryl: Website - reversemortgageandbeyond.com  YouTube - @reversemortgageandbeyond  Facebook - https://www.facebook.com/ReverseMortgageLoanOfficer/  Instagram - reversemortgageandbeyond  LinkedIn - linkedin.com/in/cherylscheidell  Email - cheryls@barrettfinancial.com  Cell - (480) 817-4324 Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.    

In this episode, Tyler Morton, broker-owner of RE/MAX Victory and Affiliates joins the show to discuss how AI is transforming both the agent experience and the brokerage business. Tyler shares his journey from early AI experimentation to building Tory OS, an AI-powered operating system designed to simplify brokerage technology, reduce friction, and give agents a single place to access the tools and information they need. We explore how his agents are using AI beyond listing descriptions and social media, including analyzing MLS data, identifying high-opportunity farming areas, automating marketing workflows, and conducting deeper market research. Tyler also explains why he believes the future of AI isn't about replacing agents, but proactively helping them make better decisions, eliminate repetitive tasks, and spend more time serving clients. We also discuss the rapid evolution of AI assistants, the future of CRMs, browser-based AI automation, and why every brokerage should rethink its technology stack instead of simply adding more software. Tyler offers a behind-the-scenes look at how Tory OS evolved from a simple AI knowledge base into a central operating system that improves communication, training, recruiting, and agent support. Whether you're an agent looking to move beyond basic AI prompts or a brokerage leader thinking about the next generation of technology, this conversation provides practical ideas and a forward-looking vision for building an AI-powered real estate business. Resources Mentioned:  AI with Nate - https://www.youtube.com/@NateBJones  Matt Wolfe - https://www.youtube.com/@mreflow  Guest: Tyler Morton Facebook: https://www.facebook.com/thetylermorton X: https://twitter.com/thetylermorton LinkedIn: https://www.linkedin.com/in/techwithty/ IG: https://www.instagram.com/tymorton/ https://TechWithTy.com https://toryos.com/   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja   Rajeev's Resources:  Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get 14 days Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  

Most people think entrepreneurship is about big ideas, venture capital, and building the next tech unicorn. I don't see it that way. In this conversation, I break down why almost every business ends up looking the same at scale and why chasing passion is one of the worst ways to start. I talk about how I think about opportunity, why "boring" businesses win, and how geography can be your biggest advantage. We get into what it actually takes to build something real: hiring, firing, delegating, and making tough decisions. I explain how I approach leadership, how I think about incentivizing people, and why not everyone in your company should want to be the CEO. I also share how I evaluate businesses, what I look for in underserved markets, and why simple services like cleaning, moving, or fixing things can outperform flashy startups if you execute well. At the end of the day, this isn't about ideas. It's about execution, leverage, and putting yourself in a position to win over a long period of time. 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  

In this episode, Bay Transit Co.'s CEO, Brandon Bay, shares his journey from a seasoned sales rep to a full-fledged founder armed with the "poor, hungry, and driven" Midwest work ethic! Brandon dives into building his own brokerage, the real side of freight today, and we tackle everything from overcoming the deep-seated fear of failure and the absolute necessity of building rock-solid operational systems, to why traditional cold calling isn't the only way to dominate freight sales anymore. Listen in to learn modern business development, leveraging AI and automation for everyday efficiency, and why stubbornly refusing to quit is your biggest asset in the logistics and supply chain space!   About Brandon Bay Brandon Bay is the Founder and CEO of Bay Transit Co., a freight agency powered by Margin Freight and based in Springfield, Missouri. A TIA Certified Transportation Broker with a P.H.D. mindset, he has spent more than a decade in freight, starting on the operations side and working his way up through sales and leadership. He built a $20 million book of business, then spent five years as Vice President of Corporate Strategy & Marketing and later Executive Vice President, helping grow a company from $12 million to $45 million in revenue, and leading several technology integrations. He is the Co-Founder and past President of the Nashville Transportation Club, a husband to Ashley, and father to Bennett and Taytum.    Connect with Brandon Website: https://www.shipbtco.com/  Email: brandon@shipbtco.com LinkedIn: https://www.linkedin.com/in/brandonsbay/  

What do we actually carry with us every day, and why? In this episode, Joe and Eric open up their pockets and flight bags to compare the gear they use both in and out of the cockpit. From flashlights, knives, watches, and AirTags to headsets, tools, medical supplies, and other everyday essentials, they talk about what has earned a place in their bags and how their setups have changed over time.It's a fun, practical conversation about staying prepared, and there's a surprise ending, so be sure to stick around until the very end!Be sure to tune in to our YouTube Channel to watch this podcast and to check out our other aviation content!https://www.youtube.com/@caseyaviationBelow is a list of items mentioned in the podcast:OLIGHT Arkfeld Pro: https://a.co/d/0aGOTFBkStreamlight 73302: https://a.co/d/0a3O2zmxWaterproof Pocket Flashlight: https://a.co/d/056wkp2tBenchmade Bugout Mini Knife: https://www.benchmade.com/products/533CIVIVI Chevalier Folding Knife: https://a.co/d/01EwSlC9 Deejo 27G Folding Knife: https://a.co/d/017MkGPuMontana Knife Co - Wargoat: https://www.montanaknifecompany.comScallywag Tactical Knives: https://www.skallywagtactical.comSmith & Wesson - Bodyguard 2.0:https://www.smith-wesson.com/HK VP9CC: https://hk-usa.com/vp9cc/PHLster Holsters: https://www.phlsterholsters.comApple AirTag: https://a.co/d/0et7Fq1KUnderdog Sunglasses: https://underdogglasses.comFlying Eyes Sunglasses: https://flyingeyesoptics.comExplorer Lighter: https://a.co/d/02rjHaB4OtterBox Phone Cases: https://www.otterbox.comGarmin Watches: https://www.garmin.com/en-US/blog/aviation/garmin-aviation-smartwatches-tools-for-flying-and-more/Nomatic Backpack: https://www.nomatic.comAdvanced Warrior Solutions Backpack: https://www.advancewarriorsolutions.comGarmin inReach: https://www.garmin.com/en-US/c/outdoor-recreation/satellite-communicators/Leatherman: https://a.co/d/01Xb5glRNFlight Mic & Headset: https://nflightmic.com

On this episode of Zen and the Art of Real Estate Investing, Jonathan Greene sits down with "Ali" Nasir Ali, founder of Rise360 Ventures and a second-generation manufactured housing community specialist. Having grown up in his family's business, Ali began collecting rent, leasing homes, and learning the industry as a teenager. Together, Jonathan and Ali discuss how entrepreneurial values, generational knowledge, and long-term thinking shaped Ali's approach to investing and why manufactured housing communities have become one of the most compelling asset classes in real estate today. Ali explains how manufactured housing has evolved from an often misunderstood niche into an increasingly attractive investment opportunity. He shares why today's manufactured homes are dramatically different from outdated perceptions, how communities have become a key selling point, and why affordable housing demand continues to drive long-term growth. Jonathan and Ali also discuss why renting land instead of maintaining homes creates a unique business model with fewer operational headaches than many traditional real estate investments. The conversation also explores creative financing, value-add investing, and the importance of solving problems rather than simply buying properties. Ali shares stories from his family's eight generations in commercial real estate, illustrating how creativity, patience, and understanding a seller's true motivations can unlock opportunities that many investors overlook. Jonathan and Ali also reflect on how growing up around entrepreneurial parents gave them an entirely different perspective on wealth, risk, and building businesses. Ultimately, this episode highlights why successful investors focus on fundamentals instead of trends. Whether discussing manufactured housing communities, distressed businesses, or creative deal structures, Jonathan and Ali demonstrate that long-term wealth is built through patience, relationships, and consistently finding ways to create value rather than chasing the next opportunity. In this episode, you will hear: Why Ali believes knowledge, resilience, and family values are more valuable than inherited wealth How manufactured housing communities have evolved into one of real estate's most attractive asset classes Why renting land instead of maintaining homes creates a unique investment model How creative financing and understanding seller motivations can unlock exceptional real estate opportunities Why affordable housing continues to provide strong long-term investment potential How patience, operational improvements, and problem-solving create lasting wealth in real estate investing Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Ali: Website - https://rise360ventures.com/ YouTube - https://www.youtube.com/@RISE360Ventures Facebook - https://www.facebook.com/Rise360Ventures Instagram - https://www.instagram.com/rise360ventures/ LinkedIn - https://www.linkedin.com/company/rise360ventures/  Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.

Rod Santomassimo walks through the critical performance benchmarks every commercial real estate broker needs to know — and measure. Most brokers track closings and commissions but ignore the upstream activity metrics that actually predict results. In this episode, Rod lays out the full pipeline conversion framework, from first calls to closed deals, with specific targets at each stage. Key Takeaways If you're not measuring conversations and meetings, you're flying blind A weak pitch win rate is almost always a discovery problem, not a closing problem Your value proposition on the phone determines whether you even get to the meeting Discipline and execution — not market conditions — drive your conversion rates Know your numbers at every stage: the broker who tracks wins

Would you risk losing a commission today to protect a client from making the wrong decision for their future? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Lisa Vernon. Lisa Vernon is the owner broker of Imagine Real Estate in Nocatee, Florida, a real estate professional with mortgage experience dating back to 1998 and more than 240 transactions behind her. Known by clients as the House Whisperer, Lisa shares how her early financial background, psychology education, family experiences, mentorship, and knowledge of Northeast Florida shaped her client centered approach. Lisa explains why agents need mentors, operating systems, honest pricing conversations, transaction support, and the confidence to put a client's interests ahead of an immediate commission. She also explores the realities of selling in Nocatee, navigating roof and insurance concerns, handling emotional negotiations, avoiding lowball mistakes, protecting new construction buyers, and helping relocating families find the community where they truly belong. Listen to the full episode to discover how integrity, preparation, local expertise, and calm communication can transform difficult transactions into lasting relationships and lifelong referrals.   HighlightsTop of FormBottom of Form 00:00-10:15 Lisa Vernon and the Nocatee Lifestyle Real estate market cycles and long-term value Jacksonville growth after COVID Why Lisa chose Nocatee Golf cart living and community amenities Nocatee compared with Reston Virginia 10:16-16:26 From Psychology and Mortgages to Real Estate Graduating from Flagler College Starting in consumer finance Moving into the mortgage industry Leaving the corporate cubicle environment Transitioning into real estate after motherhood 16:27-25:37 Choosing a Brokerage and Finding Mentorship Why the first brokerage matters Starting at Prudential in Ponte Vedra Beach Treating real estate like a real job Finding accountability through mentorship Building goals around family and purpose 25:38-36:31 Building Systems and Delegating the Work Creating standard operating procedures Using checklists to protect every transaction Hiring a transaction coordinator Delegating work to an assistant Keeping the client experience as the priority 36:32-46:45 Integrity Client Trust and the Wow Factor Avoiding commission breath Guiding clients toward the right community Choosing the client over the immediate sale Building trust through honesty and confidence Creating lifelong referrals through extra effort 46:46-01:28:34 Negotiations Pricing New Construction and Community Handling difficult listings and negotiations Pricing homes according to buyer demand Managing low offers without emotion Protecting buyers in new construction Helping clients find the right community fit   Quotes: "It was the right choice for them, not the right choice for me. It's not about me. It has to be about them." – Lisa Vernon "Your job is to not let the balls drop." – Lisa Vernon "A house is worth what a buyer is willing to pay for it." – Lisa Vernon "I get to be a part of their family, and that's why I do it." – Lisa Vernon   To contact Lisa Vernon, learn more about her business, and make her a part of your network, make sure to follow her Website, Instagram, Facebook, and LinkedIn.   Connect with Lisa Vernon! Website: https://imagineflorida.com/ Instagram: https://www.instagram.com/lisavernonrealtor/ Facebook: https://www.facebook.com/lisa.vernon17/ LinkedIn: https://www.linkedin.com/in/lisavernonrealtor/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence ##LisaVernon #RealEstateExcellence #ImagineRealEstate #HouseWhisperer #NocateeRealEstate #NocateeFlorida #JacksonvilleRealEstate #NortheastFloridaRealEstate #FloridaRealtor #RealEstateBroker #RealEstateMentorship #ClientExperience #RealEstateNegotiation #HomeSellingTips #HomeBuyingTips #NewConstructionHomes #RealEstateIntegrity #ListingAgent #RealEstateSystems #PodcastInterview

In this episode, Tal Tamir shares his journey from rock bottom to building a successful real estate business in Cleveland, Ohio. He discusses leveraging AI and automation to buy back his time, the importance of relationships, and his future goals in real estate investing.   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 freight industry is facing one of its biggest legal challenges ever. Craig Fuller and Matt Leffler analyze the $604 million C.H. Robinson verdict, unpack the court's borrowed employee finding, explore why brokers across the country are calling the case an existential threat, and examine what comes next as the decision heads toward appeal. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Malibu Guru Podcast, Joe Casey sits down with longtime PA-46 owner Monty Chicola to hear the stories, close calls, and hard-earned lessons that come from thousands of hours in the cockpit.Monty shares how he got started in aviation, why he bought his first airplane sight unseen, and how the Piper Mirage changed the way he traveled with his family. He also recounts several unforgettable moments, including losing a brake, landing with the nosewheel turned sideways, and discovering that his Mirage had been filled with 80 gallons of jet fuel.Along the way, Monty explains the three rules that have guided him through more than four decades of flying: commit to being competent, take care of yourself before every flight, and never be afraid to say, “No, we're not going.”This conversation is packed with real-world PA-46 experience, practical safety advice, and the kind of aviation stories that can only be earned over a lifetime of flying.Be sure to subscribe to the Casey Aviation YouTube channel for more episodes of The Malibu Guru Podcast, PA-46 training, maintenance discussions, aircraft ownership advice, and aviation content.

I break down how I think about leverage and why relying on one person or one income source is the fastest way to stay stuck. We get into how I structure my businesses, how I make high impact decisions, and how I use systems, hiring, and global talent to scale faster than competitors. I also share my real thoughts on AI, where it actually adds value and where it's overhyped. And toward the end, I talk about how having a family made me a better operator, forced me to focus on what actually matters, and how I think about raising my kids and building a life beyond just business.   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  

On this solo episode of Zen and the Art of Real Estate Investing, Jonathan Greene explores what it truly means to think like a long-term investor in a world dominated by constant headlines, social media, and financial noise. As the podcast continues its evolution toward financial mindfulness, Jonathan explains why successful wealth building depends less on reacting to the latest trends and more on developing the patience, discipline, and confidence to stay focused on your own long-term goals. While real estate remains the foundation of the conversation, the broader message is about creating a thoughtful approach to building and preserving wealth over a lifetime. Jonathan breaks down the critical difference between information and noise, arguing that today's investing culture encourages short attention spans and emotional decision-making. He explains why quick takes, viral videos, and market panic often distract investors from what actually matters: data, education, and careful analysis. Instead of chasing headlines or trying to keep up with social media success stories, he encourages listeners to consume deeper sources of information, verify what they learn, and build confidence through experience rather than hype. Throughout the episode, Jonathan shares how long-term investors behave differently during uncertain markets. Rather than panicking when prices fall or rushing into deals because of fear of missing out, they patiently evaluate opportunities, stick to their investment principles, and understand that wealth is created through consistency over decades, not dramatic short-term wins. He reflects on his own investing journey, including lessons from 2008, his approach to passive investing through syndications, and why walking away from deals has often been one of his greatest strengths. Ultimately, this episode is about learning to filter out distractions and develop the mindset necessary for sustainable wealth creation. Jonathan argues that financial mindfulness means making intentional decisions, trusting your research, and accepting that you don't need every opportunity to succeed. By slowing down, staying curious, and focusing on long-term thinking, investors can build not only stronger portfolios but also greater confidence and peace of mind. In this episode, you will hear: Why distinguishing between information and noise is essential for long-term investing How social media, headlines, and market panic encourage short-term thinking Why patient investors often outperform those constantly chasing the next opportunity How Jonathan evaluates deals by focusing on data, education, and long-term strategy What financial mindfulness looks like when everyone else is reacting to the latest market trends Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.

The housing market is "pretty good"—at least according to one of America's largest homebuilders. But pending sales are falling, mortgage rates are pressuring demand, and sellers in markets like Nashville are learning that buyers now have the leverage. In this live episode of tWiRE, we're looking at a housing market that is not collapsing—but is becoming increasingly divided. Large builders can offer rate buydowns and incentives. Affluent buyers are returning to vacation homes. Everyday buyers have more negotiating power in some cities but are still battling high prices and affordability. Meanwhile, sellers are discovering that their biggest objection may not be agent commissions—it's accepting what today's market will actually pay. The power structure of real estate is also shifting. Compass International Holdings is backing the American Real Estate Association as an alternative to traditional national representation, NAR is promoting progress on its strategic plan, and MLS associations and brokerages continue combining into larger organizations with more data, technology and influence. In this live episode, we'll cover: • Why PulteGroup's CEO says this is a "pretty good" housing market • Pending home sales hitting a three-month low • Nashville's dramatic shift toward buyers • Why accurate pricing is becoming the biggest listing challenge • Vacation-home demand and the widening divide between buyers • Compass joining the American Real Estate Association • NAR's latest strategic progress report • Brokerage, association and MLS consolidation • The lawsuit challenging New York City's rent freeze • Inman's plan to become the "Bloomberg of real estate" Is this actually a healthy housing market—or simply a market working well for the people and companies with the most cash, scale and leverage? Join us live on YouTube every Wednesday, 12 PM Central Time, and tell us what you're seeing in your market. #RealEstateNews #HousingMarket #RealEstateAgents

795. Laura answers a listener question about how to invest in a brokerage account, including the rules you need to know and the best strategy for diversification.Discover more from Money Girl!FacebookNewsletterTranscripts available at QuickandDirtyTips.com.Email: Laura@LauraDAdams.com or leave a voicemail: (302) 364-0308. Hosted on Acast. See acast.com/privacy for more information.

On this solo episode of Zen and the Art of Real Estate Investing, Jonathan Greene explores the difference between chasing deals and actually building long-term wealth. Drawing from his own investing career, he reflects on the moments that changed his mindset, from flipping houses and accumulating properties to focusing on thoughtful investing, patience, and financial mindfulness. Rather than celebrating volume or social media metrics, Jonathan argues that the goal of real estate investing should always be creating lasting wealth that supports the life you want to live. Throughout the episode, Jonathan shares candid stories about deals that went wrong, expensive lessons that shaped his investing philosophy, and why slowing down ultimately made him a better investor. He explains how chasing the next opportunity often creates unnecessary stress, while carefully evaluating opportunities leads to stronger decisions and more sustainable growth. By comparing active investing with reactive investing, he highlights the importance of controlling emotions, checking your ego, and making decisions based on long-term strategy instead of adrenaline or fear of missing out. Jonathan also discusses how his portfolio has evolved over time, including his transition from active investing to more passive real estate investments through syndications. He explains why appreciation has always mattered more to him than simply accumulating more properties, and why patience has become one of the most valuable investment tools in his arsenal. Along the way, he challenges listeners to rethink common investing metrics like door count and instead focus on building assets that truly improve their financial future. Ultimately, this episode is a reminder that wealth is not measured by how many deals you complete or how busy you appear. It's built through thoughtful decisions, disciplined investing, and a willingness to play the long game. Jonathan encourages investors to stop chasing opportunities simply for the sake of activity and instead create a portfolio that provides freedom, stability, and generational wealth. In this episode, you will hear: Why collecting deals is not the same as building wealth The dangers of chasing more doors instead of stronger investments How active investors differ from reactive investors and why mindset matters Why patience, appreciation, and financial mindfulness create better long-term results How Jonathan's investing philosophy shifted from constant deal-making to intentional wealth-building Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover the show and supports its continued growth. Supporting Resources Connect with Jonathan: Podcast - www.zenandtheartofrealestateinvesting.com YouTube - www.youtube.com/JonathanGreenere Instagram - www.instagram.com/zenrealestateinvesting Instagram - www.instagram.com/trustgreene Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/zenandtheartofrealestateinvesting Jonathan's Hub Site - www.trustgreene.com Brokerage - https://www.streamlined.properties This episode was produced by Outlier Audio.

I break down the real way I approach sales, building trust by talking about what can go wrong instead of just selling upside. I share how I went from scrappy, no budget marketing to building businesses that generate serious cash, and why most entrepreneurs move too fast into holding companies without the fundamentals. We get into the three things you actually need to win, cash, network, and operational skill, and how I think about scaling, hiring, and stepping back from the day to day. 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  

Having over a million saved does not automatically mean you can retire early. Where your money sits matters just as much as how much you have.In this episode, Ari walks through a real case of a 47 year old aiming to retire at 55. On paper, the numbers look strong. But most of the assets are tied up in retirement accounts, which creates a gap in the years before those funds are easily accessible.Ari explains why this is often called being “qualified rich” and how it can delay retirement even when you have done everything right. The conversation shifts to what actually creates flexibility. Brokerage accounts, cash strategy, and how to position assets so income can be generated when you need it most.The deeper question is not just whether retirement is possible. It is how early it can happen and what tradeoffs are worth making to get there.Because retirement is not about having enough on paper. It is about having access to your money when it matters.--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA  is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Robert and Austin explain the difference between thinking in weekends and thinking in decades. ---

On episode 251 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without taking excessive risk, whether AI is creating an earnings bubble, why the market is broadening beyond the Magnificent Seven, and where the biggest long-term opportunities in AI may emerge. Plus, Jonathan shares the story behind American Century's ownership structure, which has directed billions of dollars toward cancer and genetic-disease research at the Stowers Institute for Medical Research—and takes us inside one of the most exclusive celebrity weddings imaginable. This episode is sponsored by Public and Vanguard. Visit https://public.com/compound to learn more. To learn more about Vanguard bonds, visit https://vanguard.com/audio 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 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at https://public.com/disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices