Podcasts about building generational wealth

AI - it's not the enemy. In this episode, I'm sharing how I've used AI as a Christian Business Coach to simplify operations, streamline hiring and support my students without losing that Holy Spirit-led touch. Learn how to build a coaching business that's efficient, faith-filled and future-ready.You'll discover:—The surprising ways AI can support your business.—How to use it with discernment as a Christian Life Coach.—Simple systems to save time, serve well & scale biblically.GET STARTED TODAYBlack Friday without the hustle?  The Black Friday With Thanksgiving DFY Promo Kit.Ready to launch? Join The Selah Collective 12-Month Group Coaching Program.Ready to scale? Join Eden: The Mastermind (for women who have made $20k-100k+ in online business).Women of Valor 3-Part Mini-Course: Learn how to create a 6-7 figure offer and how to implement the Esther Upleveled sales system.For the Holy Spirit-led coaches who want to hit $100k in the next 12 months, get the 40+ page guide: 12-Months to $100k.Ready to get an all-in-one funnel builder? Sign up for Kartra today!Get FREE, ORGANIC email leads on Instagram using this DM flow template.READ THE BLOGEpisode 242: 3 Ways AI Has Helped Manage My Online Business Operations This YearOTHER EPISODES YOU MIGHT ENJOY Episode 102: Building Generational Wealth w/ Passive Income and Online Business So Your Family Can Have FreedomEpisode 111: 2-Ways to Generate Quick Cash Flow with a Side Hustle as a Online Business Owner in the Next 30 Days

I'm fired up to introduce a business legend today. Melinda Emerson is known nationwide as the number one small business lady and the powerhouse behind Small Biz Chat. She's a bestselling author of "Become Your Own Boss in 12 Months" and has helped countless entrepreneurs launch, grow, and thrive. Melinda shares her journey from realizing writing was her magical power at age 12 to landing her dream job in broadcast television—only to discover she hated it. At 26, she left that job in the middle of February sweeps to start her business in her basement with just a laptop, a fax machine, and a dream. That was 26 years ago. We explore the invaluable lessons she learned from her serial entrepreneur mother and career salesman father, how she prepared financially before leaving her job, and the spiritual transformation that happened when she realized success wasn't about hitting a number. Melinda opens up about navigating divorce as a business owner, finding joy in community, and her exciting new venture: teaching women 45+ how to buy businesses instead of starting from scratch. Key Topics: Learning entrepreneurship from her mother's side hustles and father's sales mastery Her father's lessons on credit, savings, and delayed gratification that shaped her financial foundation Preparing to leave her six-figure job by paying off debt and saving strategically The spiritual shift from measuring success by money to measuring it by impact Navigating divorce and business ownership while learning to find joy again Why she's passionate about teaching women to buy existing businesses and franchises Launching the Next Act CEO Summit to help women 45+ become business owners fast Connect with Melinda online: Website: https://www.smallbizlady.com/ Book: "Become Your Own Boss in 12 Months" Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: wealthcatalyst.com Podcast: wealthcatalyst.com/getting-rich-together-podcast Download Syama's Free Resources: wealthcatalyst.com/resources Wealth Catalyst Summit: wealthcatalyst.com/summits Speaking: syamabunten.com Big Delta Capital: www.bigdeltacapital.com

From a council estate in East London to the boardrooms ofventure capital, this is the story of Vishal Bhatia, founder of Forward Fund& Forward Studios. In this episode, Vishal shares how his family's history ofloss and resilience shaped his mission of building generational wealth, notjust for himself, but for underprivileged founders, creators, and communitiesoften left behind by the system. We explore: - How his father lost everything and rebuilt from nothing- Why legacy matters more than money- The future of building generational wealth in the creatoreconomy This is about more than money. It's about legacy,opportunity, and the power of purpose in business. Go follow him at: ➡️ https://www.linkedin.com/in/vishal-bhatia-ff➡️ https://forwardfund.group ----- Chapters: (00:00) - Introduction and Background of Vishal Bhatia(00:58) - Family History and Upbringing(02:29) - Father's Business Journey and Challenges(03:37) - Impact of Father's Experiences on Vishal(08:03) - Moving to the UK and Childhood Experiences(12:03) - Reflections on Purpose and Legacy(13:07) - Importance of Legacy and Father's Influence(15:50) - Inspiration and Direction for Future Leaders(17:02) - Defining Good and Making a Lasting Impact(18:07) - Journey into Angel Investing(20:24 - Establishing London Fields Venture Capital(21:18) - Shift from Underrepresented to Underprivileged(24:39) - Transition into Content Creation(25:38) - Building Trust and Value in Venture Capital(27:33) - The Broken Model of Content Marketing(27:58) - Creating Commercial Value for Content Creators(29:34) - Tying it All Together: Helping UnderprivilegedPeople(31:13) - Turning Social Value into Corporate Value(32:04) - Democratization of Social Media(33:25) - Supporting Underprivileged and New Creators(35:05) - Expanding Opportunities for New Talent(37:16) - Maintaining Focus on Purpose and Accountability(39:55) - Envisioning a Content, Business, and MediaEcosystem(40:15) - Expanding into Different Areas of Engagement(40:48) - Advice for Content Creators(41:15) - Importance of Trust and Right Advisors(43:43) - Contact Information #buildinggenerationalwealth-----The Story Club Instagram: ⁠https://www.instagram.com/thestoryclubpodcast⁠Youtube: ⁠https://www.youtube.com/@iamjonnyrose⁠LinkedIn: ⁠https://www.linkedin.com/in/jonnysrose

In this episode, Kakurah Ninsiima, Ugandan-born author and founder of Diamonds Consulting Inc., joins Bonny Kibuuka to talk about her new book A Guide to Building Generational Wealth in East African Families.Kakurah shares how purpose, discipline, and financial literacy can transform how families handle money and legacy. From her journey in Kampala to building a consulting firm in Canada, she breaks down what it really takes to move from earning income to building structured wealth that lasts generations.We discuss:Why financial literacy is the foundation of true wealthHow to create family systems that sustain beyond one generationCultural barriers holding East Africans back financiallyHow parents can teach children money discipline earlyThe importance of clarity, purpose, and structure in achieving financial success

Listen in to Part 9 of the Bermuda Bankers Association Series on Building Generational Wealth, with guest Neville Grant the new CEO of the BBA.   Neville Grant is the CEO of the Bermuda Bankers Associations, Independent Non-Executive Director and the former Chief Executive Officer of Bermuda Commercial Bank. Neville's nearly 30-year business career includes a number of senior roles in banking formally with HSBC, both locally and internationally, as well as the former General Manager of Bermuda Economic Development Corporation. Neville sits on a few boards and committees current and former including Fortitude Re (current), Bermuda Commercial Bank (former), Bermuda Economic Development Corporation (former), Proserve Bermuda (former) and the Centennial Bermuda Foundation – Economic Participation Committee (current). After spending time with his wife and two kids (17 & 15), Neville spends his time boating, fishing and travelling for enjoyment.   • Sponsored by Bermuda Bankers Association www.bermudabankers.org

What does it take to overcome childhood adversity, thrive in the Marines, and then build a career in real estate that creates opportunities for generations?In this episode of The Profitable Cleaner, Michael Gabriel shares his powerful story — from foster care and adoption, to serving as a Marine, to becoming a real estate professional with a mission bigger than himself.Michael opens up about the challenges that shaped him, the lessons from military discipline, and how faith and family guide his approach to business. He also shares how real estate can be more than transactions — it can be a vehicle for purpose, legacy, and generational wealth.

What happens when a building bought for $10,000 per door gets lost to foreclosure, returned by the bank for free, and eventually becomes worth $1.2 million per unit—and what does that teach us about staying power? In this episode, Angel Williams sits down with Dylan Vaccaro, a New York City multifamily investor who works alongside self-made real estate billionaire Francis Greenberger at Time Equities. Dylan shares his unconventional journey from architecture school to USC's real estate program, through lending and capital raising, to his current role managing acquisitions and operations for a $7+ billion portfolio. He reveals the three cardinal investing principles he learned from Greenberger: control your purchase price, control who makes decisions, and maintain staying power. This conversation explores why Time Equities never sells, how neighborhood gentrification creates massive wealth, and why positive cash flow from day one has returned to the NYC market for the first time in years. [00:01 - 08:00] From Architecture to Real Estate Operations Why Dylan switched from architecture after realizing "the pay of an artist" with engineering skills The three essential syndicator skills: finding deals, raising capital, understanding capital structure How working in BTR lending and private equity prepared him for operations [08:01 - 16:00] The Three Cardinal Principles of Real Estate Investing Why purchase price determines everything about a deal's success potential How control over decision-making separates winning deals from disasters The Clinton Hill story: $12M building lost to foreclosure, returned for free, now worth $1.8B [16:01 - 22:00] Why Buy and Hold Beats Value-Add Flips How time fixes most mistakes in real estate investing Why exit cap rate projections are "always gonna be wrong" The tax inefficiency of forced 1031 exchanges under time pressure [22:01 - 26:25] NYC Market Opportunities and Neighborhood Intelligence Why every deal Dylan underwrites now cash flows from day one (first time in 2-3 years) How Upper East Side demographics shifted from age 65-70 to 35-40 in just two years The art and science of understanding neighborhood gentrification patterns Connect with Dylan: https://www.linkedin.com/in/dylan-vaccaro-4450b9140/ Key Quotes: "The only one thing true about your proforma is it's always gonna be wrong." - Dylan Vaccaro Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!  

Send us a textKay Suthar welcomes Jessica Crane—business strategist and 2 Comma Club Award winner—to share her extraordinary journey. From working in salons at age 12 to building a global brand, Jessica talks about breaking cycles, scaling online, earning industry awards, and helping women build generational wealth.What to Expect in This Episode 00:00 — Meet Jessica Crane: From Hair & Beauty to Business Strategy 05:10 — Why Financial Independence Mattered at Age 12 13:20 — From Surviving to Scaling Online 27:10 — Firing Her First Client: The Importance of Alignment 33:20 — Helping Female Entrepreneurs Build Wealth 38:50 — Building Generational Wealth Now, Not Later 44:40 — Juggling Motherhood & Business Growth 50:15 — On Stage with Russell Brunson: Winning 2 Comma Club 56:00 — Launching a Clothing Brand Supporting Women's Refuge 01:02:00 — Final Thoughts on Going GlobalGuest Bio Jessica Crane is a strategist, speaker, and mentor who helps women entrepreneurs build 6-7 figure businesses and generational wealth. She is also founder of CEO Collective and a clothing brand supporting Women's Refuge.Connect with Jessica Crane

Today, Nicole tackles one of the most important, but often intimidating, questions in personal finance: should I have a financial planner? If the answer is “yes” (and lets be honest, it probably is!), that sets off a domino effect of other questions: When I'm looking for a financial planner, what questions should I ask? Do I have to be rich to get started? What can a financial planner actually do to help me? To answer all of those questions and more, Nicole is joined by Adriana Adams, Head of Financial Planning at Domain Money, to cut through the noise and deliver the straight talk on how to find the right financial planner, and what to expect once you do. But Nicole and Adrianna don't just tell you what a financial planner can help with— they show you. Nicole asks Adrianna for insight on her #1 financial goal: how to set her daughter up for success. They talk custodial brokerages, the new Trump Accounts, trusts, and yes—even how to legally put your baby on payroll. This conversation got so good, Nicole's husband jumped in to get all the useful details! To have your own free conversation with Adrianna or the other financial planners at Domain Money, start here. 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 planner before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Most people think a CFO just makes reports and talks numbers once a month.Not ours.In this week's podcast, I sit down with our very own Moshe Amsel, CFO of The Umansky Law Firm. He's not just measuring numbers — he's helping us define what good looks like, where we're falling short, and how we hit the goals that matter.Because at the end of the day, what gets measured gets results.

Send us a textWelcome back to the Laundromat Resource podcast! I'm your host, Jordan Berry, and after interviewing over 200 laundromat owners, I'm pulling back the curtain on the three game-changing strategies that set the wealthiest owners apart from the pack. This episode isn't about the same old advice—forget raising prices or cutting costs. Instead, I'm diving into the mindset shifts, operational secrets, and business philosophies that have helped top performers skyrocket their laundromat businesses.Whether you're just getting started, or you're looking to scale your empire, these tips have the potential to completely change the trajectory of your business. From buying cash flow opportunities instead of just machines, to building irresistible operations and selling solutions—not just laundry cycles—I'm breaking down what it really takes to join the 1% of laundromat owners. Stay tuned to learn how you can move from simply owning a job to building true generational wealth!In this episode; Jordan discuss:00:00 Seeking Value-Add Investments05:38 "Building Generational Wealth in Laundromats" Show Noteshttps://laundromatresource.com/show214Join us at Laundromat Accelerator Hawaii November 21-24, 2025LaundromatResource.com/HawaiiJoin the community at:laundromatresource.com/joinConnect With UsYouTubeInstagramFacebookLinkedInTwitterTikTok

In this Mission Matters episode, Adam Torres interviews Olivia Chavez, National Board Director at NAHREP. Olivia discusses her journey from chapter president to national leadership, her passion for educating first-time buyers, and how real estate can be a tool for generational wealth and community impact. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Jose Tejada⁠, VP of Mortgage Lending at Rate, Inc. and host of the Hispanic Wealth Matters podcast. Jose reflects on his leadership at NAHREP Los Angeles, the growth of Latino-focused initiatives like LatinaTu, and how authentic financial solutions — including fully Spanish mortgage lending — are creating real generational impact. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast:⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website:⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Olivia Chavez⁠, National Board Director at NAHREP. Olivia discusses her journey from chapter president to national leadership, her passion for educating first-time buyers, and how real estate can be a tool for generational wealth and community impact. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, Adam Torres interviews Jose Tejada, VP of Mortgage Lending at Rate, Inc. and host of the Hispanic Wealth Matters podcast. Jose reflects on his leadership at NAHREP Los Angeles, the growth of Latino-focused initiatives like LatinaTu, and how authentic financial solutions — including fully Spanish mortgage lending — are creating real generational impact. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Richard Canfield breaks down infinite banking, family wealth systems, and why mindset—not money—is the foundation of generational wealth.In this episode of RealDealChat, Jack sits down with Richard Canfield of CashFollows.com to dive deep into infinite banking, family banking meetings, and how to create true generational wealth that lasts.Richard shares insights from his latest books—including Don't Spread the Wealth and Diapers to Dollars—and explains why legacy isn't just about money, but the knowledge, systems, and mindset we pass down.Here's what we cover:The infinite banking concept explained in plain EnglishHow to set up family banking meetings that actually workWhy most “generational wealth” disappears within 3 generationsReal-world client examples of using infinite bankingHow to leverage dividend-paying whole life insurance as a financial toolWhy mindset matters more than policies or advisorsTeaching kids and teens about money early through family systemsThe Kolbe Index and how it helps real estate partners avoid conflictIf you've ever been curious about infinite banking—or how to truly build a legacy beyond dollars—this conversation delivers clarity, strategies, and real-world application.

Aubrey Masango speaks to Luthando Mzilikazi, Gauteng Regional Manager for Nedgroup Investments on the considerations that single mothers need to make to build generational wealth. They also share on some of the steps that one needs to take to start the journey of building wealth. Tags: 702, The Aubrey Masango Show, Aubrey Masango, Financial Matters, Generational Wealth, Single Mothers, Financial Planning, Planning ahead, Will, Tax, Savings The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

From truck driver to Cowboy Closer, Clifford Walker shares how small, consistent moves create generational wealth. His story of courage, service, and strategy inspires anyone seeking freedom through wholesaling and disciplined investing.See full article: https://www.unitedstatesrealestateinvestor.com/from-truck-driver-to-cowboy-closer-building-generational-wealth-with-clifford-walker/(00:02) - Introduction to The REI Agent Podcast with Clifford Walker(00:07) - Clifford Joins the Conversation: "What's Going On, Brother?"(00:10) - The Cowboy Closer: Texas Roots and Identity(00:25) - Life in Wasahatchee, Texas(01:17) - Mattias on Real Estate Conventions and Austin's Vibe(02:03) - Karaoke Nights and Clifford's Wife's Passion for Singing(03:03) - Transition Back to Real Estate: Clifford's Story Begins(03:36) - Truck Driving and the Spark from Podcasts(04:36) - Feeling Stuck: Jobs Without Fulfillment(05:55) - From YouTube University to First Six Deals(07:30) - Earning the Name “Cowboy Closer”(08:13) - Main Investment Focus: Wholesaling with Mix of Flips and Rentals(09:45) - Remote Flipping and Market Management(10:41) - Building Relationships in Real Estate Transactions(11:46) - Market Conditions in Dallas and Nationwide Trends(13:27) - The Risks of Optimism Without Numbers(14:06) - Building Long-Term Wealth vs. Transactional Business(14:48) - The Struggle of Building a True Business vs. Self-Employment(15:56) - Thinking About Retirement and Long-Term Plans(17:28) - Clifford on Starting Small: Four Rentals a Year(19:38) - Encouragement: Even 10 Rentals in 10 Years Builds Generational Wealth(20:50) - Mattias on Timing: Best Time to Buy Real Estate Was 10 Years Ago(22:26) - Creativity in Real Estate: Thinking Outside the Box(22:38) - Power of Surrounding Yourself with the Right People(24:02) - The Value of Growth and Challenging Yourself(25:07) - Worst-Case Scenarios: Returning to Old Jobs(26:22) - Bankruptcy Stories and Learning Creative Finance(27:36) - Fear vs. Action: Jumping In and Standing Tall(28:17) - Clifford on Generational Wealth One Property at a Time(28:35) - House Hacking and Entry-Level Investing Strategies(30:15) - Clifford on Quitting His Job for Full-Time Real Estate(31:10) - Mattias on House Hacking and Financing Challenges(31:49) - Clifford on Adjusting and Getting Creative with Financing(32:10) - Lifelong Learning: Podcasts, Books, and Masterminds(32:47) - Clifford's Golden Nugget: Serving People Over Selling(33:46) - Peaceful Business: Focus on Relationships, Not Pressure(34:22) - Building a Wholesome Real Estate Business Model(35:26) - Book Recommendations: Psycho-Cybernetics and The Go-Giver(36:15) - Clifford's Online Presence: YouTube and Social Media(36:40) - Closing Remarks and AppreciationContact Clifford Walkerhttps://www.cliffordrwalker.com/https://www.instagram.com/cliffordthecowboycloser/https://www.youtube.com/@CliffordTheCowboyCloserFor more exciting content like this to get you headed toward your holistic future of massive success, visit https://reiagent.com

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]John Rotonti is a portfolio manager at Bastion Fiduciary managing the Industrial and Infrastructure Strategy, former Motley Fool senior analyst and head of investor training, and author of J.Rowe's Notes newsletter who brings nine years of institutional stock-picking experience to generational wealth building.3:00 - John's transition to Bastion Fiduciary: launched Industrial & Infrastructure Strategy in January, managing client capital with generational timeframe and complete autonomy over investment decisions6:00 - Motley Fool learning: Buck Hartzell's advice shifted John from pure deep value to also considering upside scenarios - "spend time trying to figure out what could go right"9:30 - Portfolio construction mistake: launched with 32 stocks vs preferred 20-25, course-correcting by trimming to achieve better concentration14:30 - Universe discipline: whittled 300 stocks down to just 60 companies, eliminating noise and forcing focus on highest conviction ideas18:00 - Letting winners run: discusses anchoring bias and low cost basis pride, admits difficulty adding to winners despite mathematical advantage23:00 - Long-term communication strategy: 22% of client presentation focused on "what I don't do" and "who shouldn't invest" to set proper expectations28:00 - Controversial approach: didn't contact clients during February-April selloff because "volatility is the friend of the long-term investor"32:00 - Performance philosophy: refuses to benchmark against indices, focuses on generational wealth building over short-term comparisons40:00 - Uncompromising quality: maintains 60-stock universe of only highest quality businesses, describes it as "quality only" not just "quality first"45:00 - Research process: deep dive questions focus on stress-testing businesses through adversity, inspired by longevity science concepts55:00 - AI adoption: embracing finance-focused AI platforms for productivity while maintaining preference for deliberate, thoughtful research paceEPISODE NOTESPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Wayne Courreges III is the Founder and Managing Principal of CREI Partners, a real estate investment firm with over $50 million in assets under management across Texas, Louisiana, and Alabama. He helps busy entrepreneurs and professionals build generational wealth through passive investments in commercial real estate syndications. A former US Marine Corps Corporal, Wayne has over 16 years of experience in commercial real estate, including a lengthy tenure at CBRE. In this episode… For many, the leap from single-family rentals to multifamily syndications feels daunting — filled with questions about risk, returns, and how to find the right partners. But what if the key lies not just in the asset itself, but in the strategy and relationships behind it? According to Wayne Courreges III, a seasoned commercial real estate investor, the answer starts with focusing on scalable, well-managed multifamily assets that generate consistent cash flow and long-term appreciation. He highlights the importance of evaluating both the deal and the people running it, ensuring that trust, transparency, and operational excellence are in place before investing. This disciplined approach, he explains, can provide higher returns, greater diversification, and fewer headaches than managing scattered single-family properties. Wayne also emphasizes the role of off-market opportunities, strong asset management, and proactive investor relations in sustaining performance and maximizing value. In this episode of The Same Day Podcast, host Mat Zalk sits down with Wayne Courreges III, Founder and Managing Principal of CREI Partners, to discuss building generational wealth through multifamily syndications. They explore why multifamily can outperform single-family investments, how to vet general partners before committing capital, and the benefits of off-market deal sourcing. Wayne also shares strategies for creating exceptional investor experiences.

What's the point of making millions, if you don't get to keep it?In this episode of Liftoff with Keith, we're joined by Neil Jesani, a trusted CPA and entrepreneur who has leveraged 25 years of experience in tax and finance to become one of the top advisors that Founders go to when they need to scale their businesses from $20M to $100M+ without losing millions to preventable tax mistakes.From IPOs to M&As to the One Big Beautiful Bill (OBB), Neil helps high-achieving business owners protect their wealth through advanced tax planning and exit strategies that preserve maximum value during liquidity events.

264 - Mastering Real Estate Syndications with Wayne Courreges III    Welcome to another episode of REIGN, the Real Estate Investor Growth Network podcast, hosted by the incomparable Jen Josey! In this episode, Jen is joined by the badass Wayne Courreges III, founder of CREI Partners, as they delve into the ins and outs of commercial real estate syndications. Wayne manages over $60 million in assets across Texas, Louisiana, and Alabama, helping busy professionals build generational wealth through passive investing. Tune in to learn from Wayne's journey from the Marine Corps to full-time real estate investing, discover actionable tips on leveraging social media for real estate success, and understand the critical underwriting techniques that ensure a deal works. Whether you're new to real estate or a seasoned investor, Wayne's insights and motivational analogies will provide invaluable knowledge and inspiration. Don't miss this exciting and educational episode that could transform your investment strategy!   00:00 Introduction to REIGN and Host Jen Josey 01:00 Leveraging Social Media for Real Estate Success 02:37 Introducing Wayne Courreges III 03:41 Wayne's Journey from Marine Corps to Real Estate 09:43 Understanding Real Estate Syndication 17:55 Investor Insights and Returns 26:43 The Importance of Solid Underwriting Techniques 30:48 Third Party Management and Debt Strategies 31:52 Underwriting and Risk Management 32:59 Insurance and Revenue Considerations 33:37 Introduction to CREI and Passive Investing 35:32 Red Flags in Syndication 36:32 Importance of Communication and Transparency 42:20 Opportunities in Real Estate Cycles 46:21 Personal Insights and Future Plans 46:42 Wayne's Book Recommendations and Advice 58:19 Defining Success and Wealth   Wayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $60 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships. His objective is to protect investor capital while providing high yield returns and giving back to communities. Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner. Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing fulltime on real estate investments.   To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby

What really separates an average real estate agent from a trusted financial advisor and real estate strategist? In this episode of Life Changing Money, Barbara welcomes her friend and real estate expert Melina Bradley for a deep-dive into how financial knowledge, lending programs, tax strategy, and mindset shape long-term wealth.Melina shares how her business exploded by helping others understand what's actually possible through real estate—not just sales, but VA loans, house hacking, investing, and how all of it ties back to taxes and strategy. Tune in to hear: The Doctor's Mortgage and why it's one of the most powerful but underutilized tools in the U.S.The difference between conventional, FHA, VA, and niche mortgages (and how to choose the right one)How to help your college-age kids graduate with equity, not debtWhat every real estate agent should know about lending, taxes, and cost segregation (but most don't)The #1 mindset shift that unlocks your real estate potentialHow to assemble your dream financial team—and why it changes everythingThe real ROI of understanding real estate, taxes, and strategy togetherWhy information—not risk—is what's actually holding most people backConnect with Melina: Instagram: @melinabradleyrealestate

What is generational wealth, and why is it a game-changer for communities of color? In this episode, Shaun and Keren unpack the building blocks of passing down wealth not just dollars and cents, but mindset, ownership, and legacy. We dive deep into how families can break the cycle of financial struggle by investing, homeownership, entrepreneurship, and most importantly education.From real-life examples to actionable tips, this episode explores:The difference between generational wealth and generational debtHow to start building wealth even if you're starting from scratchFinancial habits that set future generations up for successCommon myths and mistakes that keep families stuckWhether you're a parent thinking about your child's future or a young adult trying to change your family's financial trajectory pod'up this one's for you.Support this show http://supporter.acast.com/2bg. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Veteran On the Move, Joe chats with Marine Veteran Wayne Courreges. Wayne shares his journey from Marine Corps Corporal to successful real estate investor, now managing over $60 million in assets. Discover how Wayne got started in real estate during his service and eventually transitioned to full-time investing. Don't miss his advice on achieving entrepreneurial success and building lasting wealth! Episode Resources: PASSIVE INVESTOR COACHING  CREI Partners   About Our Guest Wayne Courreges is the Founder and Lead Sponsor of CREI Partners, a real estate investment firm with over $60 million in assets under management across Texas, Louisiana, and Alabama. He helps busy professionals build generational wealth through passive investments in apartment communities and RV/boat and business storage developments. A former Marine Corps Corporal, Wayne began his real estate journey during his service and went on to spend 16 years with a Fortune 125 commercial real estate firm before transitioning full-time to real estate investing. Based in Central Texas, he is committed to protecting investor capital, delivering strong returns, and making a positive impact in the communities he serves.   About Our Sponsors Navy Federal Credit Union   Whether you're looking to buy a new or used car or maybe you want to refinance your current car loan, Navy Federal Credit Union has great rates on auto loans and discounts for Active Duty servicemembers and Veterans. You can apply via their mobile app or online and, in most cases, get a decision in seconds. For those of you looking to refinance your current auto loan, you could get $200 cash back when you refi your loan from another lender. Find out more at navyfederal.org/auto.  At Navy Federal, our members are the mission.    Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

Transitioning from employee to entrepreneur is challenging for anyone, but military veterans face unique hurdles despite possessing extraordinary skills for business ownership. In this eye-opening conversation, Zach Miller reveals how his company is changing the game for veterans seeking financial independence.Growing up as the child of two Marines shaped Zach's disciplined approach to life, carrying him through careers in sports, music, advertising, and eventually high-powered digital sales roles where he helped orchestrate multiple company exits worth hundreds of millions. When COVID hit, his innovative digital platform saved $105 million in collegiate sports sponsorships, cementing his reputation as someone who thrives under pressure and creates solutions where others see only problems.What's truly fascinating is how Zach connects his personal journey to his mission at Patriot Growth Capital. Rather than leaving veterans to start businesses from scratch, PGC acquires established, profitable companies and creates a structured pathway for veterans to learn, operate, and ultimately own these businesses. Their "Practical MBA" approach pays veterans a six-figure salary while teaching them every aspect of running a successful operation over a five-year period.The statistics Zach shares are striking: only 5% of America's 6.2 million small businesses are veteran-owned, yet these companies employ over 7 million Americans. By increasing veteran business ownership, PGC isn't just changing individual lives—they're potentially creating an economic engine that benefits communities nationwide.Whether you're a business owner considering your exit strategy, an investor looking for purpose alongside profits, or someone fascinated by innovative business models that create multiple winners, this conversation offers valuable insights into how entrepreneurship can be structured to maximize success while serving those who've served our country. Ready to learn how business acquisition might be the smarter path to entrepreneurial success?How to connect with Zack?Website: https://patriotgrowthcapital.com/Facebook: https://www.facebook.com/patriotgrowth/Linkedin: https://www.linkedin.com/in/zacksmiller/Instagram: https://www.instagram.com/patriotgrowth/ Support the show

The markets are moving like a rollercoaster, driven by tweets and geopolitical tensions that shift from World War III fears to peaceful resolutions within weeks. Headlines change faster than investment strategies can adapt, leaving many wondering whether anything has fundamentally changed or if it's all just noise.In this episode, Hans welcomes back Joe Withrow, founder of the Phoenician League, to discuss how to maintain a long-term investment strategy amid short-term chaos. Their conversation cuts through the daily market drama to examine what matters for building lasting wealth.The discussion reveals why the fundamentals haven't changed despite daily headlines, and how tools like Infinite Banking Concept (IBC) can serve as the foundation for building generational wealth that transcends market volatility and creates financial freedom for future generations.Check out Joe's work at https://joewithrow.com/, or visit https://phoenicianleague.com/ to learn more about the Phoencician League. The Two-Tiered Investment Approach: A philosophy of separating investments into financial security (gold, Bitcoin, strategic stocks) and financial independence (real estate, mortgage notes, cash flow investments). This framework helps investors stay focused on long-term wealth building rather than getting caught up in daily market swings.IBC as Financial Foundation: How Infinite Banking Concept serves as a strategic cash warehousing system outside the traditional banking framework. Beyond tax advantages, IBC provides the flexibility to capitalize on opportunities while building toward generational wealth transfer that can end the "rat race" for future generations.Government Spending Reality Check: Despite initial optimism about DOGE and spending cuts, the conversation reveals why meaningful budget reductions remain unlikely. With only $9.4 billion in rescission bills compared to trillion-dollar deficits, the system continues its trajectory of money creation and asset price inflation.Resilience Beyond Finance: Building non-financial resilience through home preparedness, local community connections, and relationships with local farmers. This approach acknowledges that true security comes from people and community, not just portfolio performance.➡️ Chapters:00:00 - Introduction and Market Volatility Overview02:00 - Joe Withrow's Background and Investment Philosophy05:00 - Recent Geopolitical Events and Market Impact08:00 - The Two-Tiered Investment Strategy Explained11:00 - IBC's Role in Wealth Building Strategy14:00 - Generational Wealth and Breaking the Rat Race17:00 - Dollar-Cost Averaging and Market Timing20:00 - DOGE Disappointment and Spending Reality24:00 - Government Asset Monetization Possibilities27:00 - System Collapse vs. Muddling Through31:00 - Building Community and Local Resilience34:00 - Real Estate and Practical Wealth Applications37:00 - Homeschooling and Educational Freedom41:00 - Dollar System Evolution and Stablecoin Strategy47:00 - Venetian League Network and Implementation FocusGot Questions? Reach out to us at info@remnantfinance.com or book a call here!⁠Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE

Are you wondering why your 18-year-old still acts like a teenager? Science confirms it—they're not fully adults yet. So how do you parent emerging adults ages 18–25 with wisdom, influence, and connection?In this powerful episode, we share the essential mindset and parenting strategies you need to guide your teens and young adults through their most formative and vulnerable years.We dive into why your role as a parent doesn't stop at 18—and why your influence matters even more during this critical “emerging adulthood” phase.Learn why respect must be earned (not assumed), why leveling up as a parent is non-negotiable, and how to stay connected while still holding high standards. We also unpack the difference between rigid rules and principled living, why exposure to the real world is crucial (not dangerous), and how to foster real-world readiness through honest conversation and example—not fear, shame, or control.Whether your child is making choices that don't align with your values, or just pulling away, this episode will equip you with the tools to respond with love, leadership, and lasting impact.This is your next level of parenting—and it's never too late to start.

In this episode, you'll learn:How Peter transitioned from a legal career to wealth management through an unexpected opportunityThe importance of building strong client relationships and trust over timeWhy entrepreneurs should focus on long-term wealth building, not just incomeTwo of the most powerful ways to build wealth: starting a business and legally reducing taxesThe impact of proper business structure and tax strategy (e.g., S-Corp vs. W-2 income)Foundational elements for asset protection and legacy planning, including insurance and estate documentsWhy having a clearly defined “ideal life” matters more than chasing a financial numberHow the EOS (Entrepreneurial Operating System) framework can help scale and structure a businessThe importance of building a company that can operate independently of the founderWhy successful entrepreneurs emphasize delegation, focus, and doing only what moves the needleDaily health and reflection habits Peter uses to stay energized and alignedThe value of unplugged time, especially for thinking, walking, and long-term vision clarityInsights from working with ultra-wealthy clients and what truly sets them apartThe MIT (Most Important Thing) method to eliminate distraction and stay focusedHow personal passions like reading, music, and hiking contribute to long-term success Connect with Peter CulverPhone: (917) 697-4156Website: www.wealththrive.com This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer

In this episode of the Personal Finance Podcast,  we are going to talk about  the ultimate guy to managing money together as a married couple. Watch this episode on Youtube. How Andrew Can Help You:  Listen to The Business Show here. Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count! Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining  Index Fund Pro! This is Andrew's course teaching you how to invest!  Watch The Master Money Youtube Channel! , Ask Andrew a question on Instagram or TikTok.  Learn how to get out of Debt by joining our Free Course  Leave Feedback or Episode Requests here.  Car buying Calculator here Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn't affect your credit score. Get started at chime.com/ Thanks to Fundrise for Sponsoring the show! Invest in real estate going to fundrise.com/pfp Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote. Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Shop Data Plans and Save Big at mintmobile.com/pfp  Go to https://joindeleteme.com/PFP20/ for 20% off!  Links Mentioned in This Episode:  The 1-3-6 Method For Building & Managing Your Emergency Fund Relevant Episodes How Do I Set-Up My Finances As A New Couple?! - Money Q&A The Ultimate Personal Finance Checklist for Newlyweds (and couples)! From 100K in Debt to Building Generational Wealth as a Couple with Josh and Ali (The FI Couple) Connect With Andrew on Social Media:  Instagram  TikTok Twitter  Master Money Website  Master Money Youtube Channel   Free Guides:   The Stairway to Wealth: The Order of Operations for your Money  How to Negotiate Your Salary  The 75 Day Money Challenge  Get out Of Debt Fast  Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

Jimy Chavarria brings a truly unique perspective to real estate investing through his ability to bridge cultural and linguistic gaps in an industry where communication is everything. From his unexpected origins studying to be a Spanish teacher to building a construction company and mentorship network, Jimmy reveals how being bilingual became his "superpower" in working with Spanish-speaking crews and communities.This insight proves especially valuable for Spanish-speaking contractors who already excel at construction but need guidance navigating deal structures and building credit properly. Through his Spanish-language podcast and nationwide mentorship approach, Jimy has created a ripple effect where successful mentees go on to teach others, multiplying his impact across communities.Ready to connect with other real estate professionals? Join us at our next networking event on July 31st in Timonium. It's completely free—no sales pitches, just genuine connections with investors, contractors, lenders and service providers who can help you grow your business and build wealth through real estate.

From Flipping Houses to Building Empires: Michael Burns' Journey He lost millions, rebuilt from scratch, and came back stronger. In this episode of Blue Collar Millionaire, Michael Burns shares the raw, unfiltered story of how he went from flipping hundreds of homes in Utah to losing nearly everything and then rebuilding a real estate empire in Ohio. This isn't just a real estate story. It's a lesson in grit, humility, and what it really takes to survive hard times in life and business.

“They're not calling it QE, but that's exactly what it is,” says Michael Gentile, founder partner at Bastion Asset Management. He tells Daniela Cambone that the Fed's quiet purchase of $43 billion in U.S. bonds signals “how precarious the situation” has become—with rising deficits, fewer natural buyers of U.S. debt, and the Fed increasingly forced to intervene. As a result, central banks around the world are rotating out of the U.S. dollar and into physical gold, driving a multi-decade structural shift in global reserve strategy. “We're seeing a multi-year, multi-decade rotation out of U.S. dollar assets into gold,” he states. Watch the full video to discover how to better protect your wealth in these uncertain times. Even better — join Daniela Cambone and Michael live tomorrow (May 29, 2025) in Montreal, Canada for an exclusive conversation on “Building Generational Wealth.” Sign up for the event here:https://www.zeffy.com/en-CA/ticketing/building-generational-wealth

Warren Buffett just dropped a blunt take on why real estate may not deliver the same upside as stocks. Is he onto something—or overlooking key factors that still make the housing market a smart bet? We're breaking it all down on today's headlines episode!   Meanwhile, a huge wave of properties is quietly changing hands. Boomers are passing down homes, but are Millennials ready for the keys? For many heirs, this transfer of wealth is proving to be much more than they bargained for. Sky-high renovation costs, large mortgage balances, and rising taxes and insurance premiums can make inheriting a home feel more like a burden than a blessing. What's more, without proper estate planning, families could face unexpected capital gains taxes or get stuck in probate court.   Our panel of experts unpacks these challenges and what every family should know before passing down property. Plus, we're tracking new issues like falling vacation home demand, rising Treasury yields, and their potential impact on the housing market. Are new real estate investing opportunities hiding in plain sight? Let's get into it! In This Episode We Cover Why Warren Buffett sees more upside in stocks than real estate (and what he's missing) Boomers are transferring $19 trillion in real estate (and why millennials aren't ready) Why falling demand for vacation homes opens the door for short-term rental opportunities How rising Treasury yields and US deficit concerns affect real estate investors How smart investors tweak their strategies and stay one step ahead as markets shift And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find an Investor-Friendly Agent in Your Area Dave's BiggerPockets Profile Henry's BiggerPockets Profile James' BiggerPockets Profile Kathy's BiggerPockets Profile BiggerPockets Money 532 - Building Generational Wealth? Don't Lose It With This ONE Critical Mistake Articles from This Episode: The Boomer Home Dilemma: Millennials aren't ready to inherit the homes they grew up in Warren Buffett on investing: ‘There's just so much more opportunity' in the stock market than in real estate Demand For Vacation Homes Drops to Lowest Level Since at Least 2018 30-year Treasury yield spikes to 5.09%, 10-year yield hits 4.61% as GOP bill raises deficit concerns Grab Dave's Book, “Start with Strategy” Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-324⁠⁠⁠ Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

"EMPOWERING FAMILIES, BUILDING GENERATIONAL WEALTH!" Vozhi Adiaman is a proud Tamil-American real estate guru, rapper, entrepreneur and overall dope human. He comes on today to share his childhood in Tamil Nadu to his migration to America where he harnessed what many of think is lost, the American Dream. Through his wicked smart ability to pick up real estate industry trends, networking his ass off, pursuing his creative side as a Tamil musician...while staying "whole" as he states are all inspiring. Tune in, listen up, get ready to laugh and enjoy a business-career conversation with some real talk. For real estate needs head here: https://www.vozhi.com/about Check out his music here: https://www.youtube.com/@Vozhiand

Can you build a thriving business, create generational wealth, and raise grounded, responsible kids? Absolutely — but it takes intentionality. In this episode, we dive into what it really means to be a successful entrepreneur while raising children who are humble, hard-working, and not entitled by the wealth they grow up around.You'll learn: ✅ How to involve your kids in your entrepreneurial journey (in age-appropriate ways) ✅ The mindset shifts that help create long-term wealth without spoiling your kids ✅ Practical parenting strategies to raise ambitious, grateful children ✅ Why legacy is more than just money — and how to instill values alongside wealth ✅ Real talk about the mistakes to avoid as a parent and business owner Whether you're just starting your business or already building your empire, this episode is for every parent who wants to create impact without entitlement.____________________________________________ How to find Nick Huber: IG: https://www.instagram.com/sweatystartup/?hl=en X: https://x.com/sweatystartup Additional: www.sweatystartup.com www.nickhuber.com www.sweatystartupbook.com www.somewhere.com www.boltstorage.com www.recostseg.com www.adrhino.com www.spidexx.com www.boldseo.com www.webrun.com www.titanrisk.com www.recruitjet.com www.hubermethod.com www.linkedin.com/in/sweatystartup ____________________________________________ Music from #InAudio: https://inaudio.org/ Infraction - Training Day If you are tired of feeling lost, alone, isolated, and aimless then check out our coaching program specifically designed to help men become the hero in their story. We forge men into leaders. We turn cowards into Kings. We turn weaklings into Warriors. Join us in The Elite Sentinel Forge to start your transformation: https://www.theelitesentinel.com/ OUR MERCH STORE IS LIVE! Check out this amazing dad gear: https://thepresentfathers.shop/ We use Riverside to record. Try it for yourself! https://www.riverside.fm/?via=presentfathers Get discovered! Use PodMatch to get on your next podcast or find your next guest! https://www.joinpodmatch.com/presentfathers We are "The Present Father's Podcast", the podcast that focuses on climbing the mountain of fatherhood together. Subscribe to the Channel and Share our podcast with men you believe would benefit from it. It is our goal to provide a positive outlet for Dads to grow and foster a strong legacy of fatherhood that is present and involved with their children. Visit https://presentfathers.com/ to learn more about us and catch all of our old episodes!

Welcome to the Triple P Life Podcast! Struggling with cash flow or unsure when to scale your business? Join Dr. Jay LaGuardia as he interviews Heather Parsons, founder and CEO of Summit CFO, in this eye-opening conversation about entrepreneurial success. This episode delivers crucial insights for small business owners making under $1M in revenue. What You'll Learn: Master cash flow management - learn why this is the #1 killer of small businesses Build the right team at the right time - discover when to delegate and who to hire first Create an effective exit strategy - start planning 5-10 years before you want to sell Balance reinvestment vs. profit-taking - understand the 60/40 rule for sustainable growth Leverage AI and new technologies - prepare your business for the future Whether you're just starting out or looking to scale, Heather shares practical wisdom from her journey from military service to corporate success to entrepreneurship. She even reveals details about her free cash flow forecasting tool to help you make better financial decisions. Ready to transform your business strategy? Watch now and discover how to achieve both financial success and life balance as an entrepreneur! Chapters: 00:00 - Introduction to Heather Parsons 02:34 - Host's Welcome and Show Overview 05:45 - Heather's Military and Business Background 08:18 - Common Entrepreneur Challenges 10:06 - When to Invest in Building a Team 13:25 - Timing Profit Expectations for New Businesses 15:40 - Cash Flow Management for Small Businesses 17:52 - Creating an Advisory Board 21:15 - Scaling and Reinvesting in Your Business 24:30 - Building Generational Wealth 27:22 - Risk Management for Entrepreneurs 30:15 - The Value of Having a Business Coach 32:43 - Investment Readiness Checklist 35:08 - Planning Your Business Exit Strategy 38:16 - Job vs. Business: Key Differences 40:23 - Essential Traits of Successful Entrepreneurs 43:10 - Real Estate Investment Strategies 46:35 - Cash Flow Forecasting Tool 49:05 - Tax Planning for Business Owners 51:18 - How AI Will Revolutionize Business

  In this episode of the Profitable Christian Business Podcast, host Doug Greathouse sits down with his good friend and financial coach Andy Bennetts to discuss two of the most misunderstood and mission-critical topics in the Christian entrepreneur world: faith and finances. With humor, depth, and practical wisdom, Andy shares how Christians can break free from debt, avoid the hidden traps of the traditional banking system, and walk in true financial stewardship. From uncovering the meaning behind the word mortgage to introducing his "Financial GPS" system, this episode is a must-listen for anyone who wants to honor God with their finances while building a lasting legacy. This isn't just about money—it's about obedience, sacrifice, and freedom.

Coach JV (John Vasquez) is a former banking VP turned founder of the 3T Warrior Academy. He has helped thousands of people achieve freedom in mindset, health, and wealth. With over 2M followers, he's a powerhouse content creator and a leader in the crypto space. Coach JV shares his remarkable journey from being broke on his parents' couch to building multiple seven-figure ecosystems and establishing a Rockefeller Trust for his family's future. Coach JV's story includes a period of personal struggle, including an attempted suicide, which led to his spiritual awakening and pursuing his passion and purpose.  On this Episode:    Coach JV | @coachjv_Adam Jackson | @adam___jackson Start Here: Check In With Sacred Sons: Check-In Survey    Join ‘The Circle' Online Community Join The Circle Join a Sacred Sons Event Near You: Event Calendar Sacred Sons Signature Events: CONVERGENCE X: Across Nations REMEMBRANCE II: Seeds of Change Connect with Sacred Sons:   Shop: Sacred Sons Apparel & Cacao  Instagram: @sacredsons  Website: sacredsons.com   YouTube: Sacred Sons    Music: Ancient Future Want to become a Sponsor of Sacred Sons Podcast? Sponsorship Request Form  Use Code “BROTHERHOOD” for 10% OFF all Sacred Sons Events & Merch!

In this episode of the Personal Finance Podcast,  we are going to do a Money Q&A about  should you pay off debt or keep investing. Today we are going to answer these questions!  Question 1: How do I handle high expense ratios in my child's Roth IRA? Should I switch vendors, change funds, or stay the course? Question 2: How do I get smarter about small business finances—write-offs, taxes, and making better financial decisions? Question 3: Is disability insurance worth it? Who really needs it and what should I look out for in a policy? Question 4: With $150K in student loans and a strong investment strategy, should I focus on paying off debt or keep investing? Question 5: As I start a web design side business in California, should I create an LLC or a Corporation—and what should I consider long term?   How Andrew Can Help You:  Listen to The Business Show here. Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count! Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining  Index Fund Pro! This is Andrew's course teaching you how to invest!  Watch The Master Money Youtube Channel! , Ask Andrew a question on Instagram or TikTok.  Learn how to get out of Debt by joining our Free Course  Leave Feedback or Episode Requests here.  Car buying Calculator here Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn't affect your credit score. Get started at chime.com/ Thanks to Fundrise for Sponsoring the show! Invest in real estate going to fundrise.com/pfp Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote. Go to https://joindeleteme.com/PFP20/ for 20% off! Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Turn your business dream into reality! Apply now at www.oneday.org/pfp  Go to Acorns.com/pfp and start automating your investments and get a $5 bonus today! Delete Me: Use Promo Code PFP for 20% off! Shop Data Plans and Save Big at mintmobile.com/pfp   Relevant Episodes:  From 100K in Debt to Building Generational Wealth as a Couple with Josh and Ali (The FI Couple) How to Go from in Debt to Millionaire in 10 Years with George Kamel How to Never Go In Debt During The Holidays Again - Money Q&A How I would Invest Large Sums of Cash - Money Q&A How to Invest In Yourself and Earn More (THIS YEAR!) Connect With Andrew on Social Media:  Instagram  TikTok Twitter  Master Money Website  Master Money Youtube Channel   Free Guides:   The Stairway to Wealth: The Order of Operations for your Money  How to Negotiate Your Salary  The 75 Day Money Challenge  Get out Of Debt Fast  Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

Order my newest book Make Money Easy! https://lewishowes.com/moneyyouCheck out the full episode: greatness.lnk.to/1757"Every single day, I focus on what moves me from here to there. And here is freedom for me. Freedom with my children, freedom with my family, freedom with my little grandchildren." - Glennda BakerReal estate powerhouse Glennda Baker pulls back the curtain on her journey of spectacular wins and humbling losses. After making $137,000 on a single house sale, Glennda splurged on a Mercedes and a Rolex—only to find herself pawning that same watch months later. She candidly shares how witnessing less-skilled agents outperforming her through smart property investments became the wake-up call that transformed her approach to wealth building.With refreshing honesty, Glennda reveals the emotional traps of ego-driven spending and the painful financial lessons that shaped her current philosophy. Now focused on creating true freedom rather than displaying symbols of success, she explains her daily affirmation ritual and her mission to help others avoid her costly mistakes. Her story offers a masterclass in authentic wealth creation, demonstrating how real estate can become a vehicle for generational prosperity rather than temporary status.Sign up for the Greatness newsletter: http://www.greatness.com/newsletter

In this episode, Jennifer Maldonado shares her inspiring journey from a successful engineering career to becoming a prominent real estate entrepreneur and capital raiser. She discusses her mission to empower women through her initiative, Catcher Spark, which focuses on building generational wealth and providing access to capital. Jennifer emphasizes the importance of community, mentorship, and the right mindset in attracting investors and achieving financial success. She also outlines the steps for individuals looking to join her community and the commitment required for success 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   —--------------------

What made Laura and Paul Kirshbom pivot from traditional investments to private real estate—and why do they believe it's the key to their financial future?In this episode of the Investing with Purpose podcast, hosts Steven Libman, Laura, and Paul Kirshbom share their journey from traditional investing to private real estate, highlighting lessons learned and the values driving their decisions. They discuss the importance of tenant relationships, mentorship, transparency, and generational wealth planning in building a successful portfolio. The episode wraps up with rapid-fire questions on legacy, future aspirations, and their vision for long-term financial growth.Key TakeawaysLaura and Paul transitioned from traditional investing to real estate for diversification.Their first real estate investment was a learning experience filled with mistakes.Core family values guide their investment decisions and financial education for their children.Transparency and trust are vital in choosing investment partners.They believe in giving back and thinking of others in their investment strategies.Setting children up for success involves teaching them about financial responsibility.Creating a legacy involves planning for future generations and their financial education.KeywordsInvesting, real estate, alternative investments, family values, mentorship, generational wealth, transparency, tenant relationships, financial education, communityChapters00:00 Introduction to Laura and Paul Kirshbom02:04 Background and Career Paths03:16 Transitioning to Real Estate Investing05:55 Lessons from Early Investment Mistakes08:13 Core Values and Family Investments10:09 Choosing Principles Over Profit11:52 Managing Properties and Tenant Relationships12:59 Advice for New Real Estate Investors15:14 Mentorship and Community in Investing17:39 The Importance of Transparency in Investment20:12 Community-Centric Investment Strategies22:34 Investing with Purpose: A Holistic Approach25:17 Legacy Wealth and Generational Planning29:26 Learning from Investment Mistakes35:56 Dream Investments and Future AspirationsAbout Laura and Paul KirshbomLaura and Paul Kirshbom, a retired pediatric cardiac surgeon and a former PA in cardiac surgery, turned to real estate investing as a way to build generational wealth and create a lasting impact. Since 2019, they have managed single-family properties and, in 2021, joined Integrity Holdings Group, where they found a like-minded community focused on purposeful investing.Beyond real estate, they are deeply committed to service—Laura volunteers with hospice patients alongside her therapy dog, Lily, and they are developing their 50-acre farm in Waynesville, NC. With a focus on transparency, mentorship, and legacy-building, they continue to invest with purpose, helping others create meaningful financial and personal impact.Connect with Laura and PaulCHERRYTREEGROUP001@GMAIL.COMConnect with UsAre you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to ⁠⁠IHG Investor Club⁠⁠ to learn more!

In this episode of Getting Real, host Monick Halm sits down with Melissa Nash, a powerhouse real estate investor, entrepreneur, and mom of four who built a $5 million real estate portfolio—starting in her 40s. Melissa gets real about the challenges she faced, the myths that hold women back from investing, and the one rental property strategy that changed everything for her family.If you've ever thought, “I don't have the time, the money, or the know-how to invest in real estate”—this episode is for you. Melissa proves that financial independence isn't just for the wealthy, the experts, or the lucky few. It's for you, and it's more possible than you think.

Matt interviews Paul Atherton, CEO of High Spire, about how builders can create generational wealth by leveraging their construction businesses for real estate development. Most builders sell their companies for 1-2x earnings, which isn't enough to pass down wealth. Instead, Paul outlines three wealth-building pillars: operating a profitable business, investing in real estate, and adding value to assets.Builders have a competitive edge in real estate because they understand construction costs, materials, and labor, allowing them to budget more accurately than traditional developers. We can invest in land development, adaptive reuse projects, and value-add properties, turning older commercial spaces into high-yield investments. Paul stresses the importance of cap rates, IRR (Internal Rate of Return), and strategic financing; he recommends builders aim for 25% IRR on projects and seek off-market deals.For those new to investing, Paul advises strengthening branding and marketing, setting anti-goals to maintain work-life balance, and networking with commercial brokers and private investors. Builders should analyze 20 real estate deals per month to understand market trends. While High Spire offers capital investment opportunities, the goal is to help builders become self-sufficient real estate investors.With real estate offering long-term appreciation and cash flow, builders who reinvest wisely can secure financial freedom for future generations. For expert coaching and funding, visit HighSpire.com.Thank you to episode sponsor Sugatsune. Learn more at sugatsune.com.Resources:Visit highspire.com for coaching and investment opportunitiesFind Paul & Highspire on the Web:Instagram: @highspireofficialFacebook: https://www.facebook.com/people/Highspire/61557059785564/ LinkedIn: Highspire & Paul AthertonFind Matt and The Build Show on the web:Build Show Videos: https://buildshownetwork.com/go/mattrisingerInstagram: @risingerbuild and @thebuildshowYouTube channel: https://www.youtube.com/@buildshowWebsite: https://risingerbuild.com/ and https://buildshownetwork.com/ Save the Date for Build Show LIVE 2025 in Dallax, TX: October 16-18, 2025! Don't miss a single episode of Build Show content. Sign up for our newsletter.

Michael Kramer is a real estate investor with over 20 years of experience who has built a $40 million portfolio. Over his professional career, he has started and sold multiple businesses, but since 2016, he has shifted his focus to partnering with passive investors to build generational wealth.   Learn More About Michael Here: Freed By Real Estate: https://freedbyrealestate.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/    

Hear how Dan Hermansen, multi-unit owner of Footprints Floors, highlights the benefits of franchise ownership, emphasizing the support of being in business "for yourself but not by yourself." He praises Floor Footprint's corporate team for being approachable and likable while commending the well-managed services model. He notes that the corporate team handles challenging tasks effectively, making the business model more attractive and manageable. He talks about sticking with his business daily, facing challenges head-on, and addressing customer concerns directly without avoidance, even in difficult situations.Dan discusses the revenue potential and profit margins for franchise territories. Each territory is designed to generate $1 million in revenue, with single-operator franchisees (no employees) aiming for a net income of 25-30%. Profitability may decrease as overhead increases with additional employees. Don't forget to like, comment, and subscribe to stay updated with our latest episodes. Hit the bell icon to get notifications every time we upload a new podcast!Link to Free Assessment: https://www.zorakle.net/assessment/welcome/ionfranchisingLink to Website: eyeonfranchising.comLink to Youtube: https://youtu.be/dKCZSRm6gZc?si=D48EANvqhSpyqsE

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Karla Trotman. She is the president and CEO of Electro Soft, Incorporated (ESI), an electronics manufacturing and engineering firm in the United States.   She is on the show to discuss many topics, including breaking down barriers for women and minority business owners in manufacturing.   Talking Points/Questions *              1.      Building generational wealth through family businesses 2.      Addressing the racial wealth gap in America 3.      Breaking down barriers for women and minority business owners in manufacturing 4.      Exploring non-traditional career paths in the industry 5.      How policies can support domestic manufacturing pipelines  She holds a B.S. in Business Logistics from Penn State and an MBA from Drexel University. Her business experience extends to supply chain logistics, purchasing, global scheduling, and e-commerce, where she served in key roles in companies such as Honeywell, Gap, and IKEA.   Trotman welcomed her two sons during her time at IKEA, giving her firsthand experience with the difficulties prenatal and postnatal mothers face in their professional and personal lives. While on maternity leave, she founded the Belly Button Boutique, an online shop for pre- and postnatal women. Over the span of eight years, her business expanded to celebrity and international clientele, earning her features in PEOPLE and on NBC 10, CBS News, HuffPost Live and more.   The success of Belly Button Boutique inspired Trotman to propel ESI, founded by her parents in 1986, even further forward. Over the past 15 years, she served in the roles at ESI as special projects and marketing manager, executive vice president, COO and currently CEO and president. Under her guidance, ESI implemented both online marketing and acquisition strategies, dramatically increasing revenue.   Through her leadership at ESI, Trotman was named an Enterprising Woman of the Year, Transformational Woman in Family Business, Top 25 Leader Transforming Manufacturing, and most recently Entrepreneur of The Year® 2024 Greater Philadelphia Award winner. Trotman recognizes the plights and potential of minority business enterprises (MBEs) and how their power can be used to help close the ever-widening minority wealth gap. Leveraging her connections to funding, access, and networks, she advocates for minority business owners and educates on how investment in minority businesses uplifts minority families and communities.   Trotman is a board member for the Free Library of Philadelphia Foundation, Museum of the American Revolution, African Women's Entrepreneurship Collective (AWEC) and Forum of Executive Women Foundation. She is co-chair of the Southeastern Pennsylvania Manufacturing Alliance (SEPMA) and a member of both the Drexel University Board of Governors and President's Council. She is the author of the soon- to-be-released book, Dark, Dirty, Dangerous: The Vibrant Future of Manufacturing. #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Karla Trotman. She is the president and CEO of Electro Soft, Incorporated (ESI), an electronics manufacturing and engineering firm in the United States.   She is on the show to discuss many topics, including breaking down barriers for women and minority business owners in manufacturing.   Talking Points/Questions *              1.      Building generational wealth through family businesses 2.      Addressing the racial wealth gap in America 3.      Breaking down barriers for women and minority business owners in manufacturing 4.      Exploring non-traditional career paths in the industry 5.      How policies can support domestic manufacturing pipelines  She holds a B.S. in Business Logistics from Penn State and an MBA from Drexel University. Her business experience extends to supply chain logistics, purchasing, global scheduling, and e-commerce, where she served in key roles in companies such as Honeywell, Gap, and IKEA.   Trotman welcomed her two sons during her time at IKEA, giving her firsthand experience with the difficulties prenatal and postnatal mothers face in their professional and personal lives. While on maternity leave, she founded the Belly Button Boutique, an online shop for pre- and postnatal women. Over the span of eight years, her business expanded to celebrity and international clientele, earning her features in PEOPLE and on NBC 10, CBS News, HuffPost Live and more.   The success of Belly Button Boutique inspired Trotman to propel ESI, founded by her parents in 1986, even further forward. Over the past 15 years, she served in the roles at ESI as special projects and marketing manager, executive vice president, COO and currently CEO and president. Under her guidance, ESI implemented both online marketing and acquisition strategies, dramatically increasing revenue.   Through her leadership at ESI, Trotman was named an Enterprising Woman of the Year, Transformational Woman in Family Business, Top 25 Leader Transforming Manufacturing, and most recently Entrepreneur of The Year® 2024 Greater Philadelphia Award winner. Trotman recognizes the plights and potential of minority business enterprises (MBEs) and how their power can be used to help close the ever-widening minority wealth gap. Leveraging her connections to funding, access, and networks, she advocates for minority business owners and educates on how investment in minority businesses uplifts minority families and communities.   Trotman is a board member for the Free Library of Philadelphia Foundation, Museum of the American Revolution, African Women's Entrepreneurship Collective (AWEC) and Forum of Executive Women Foundation. She is co-chair of the Southeastern Pennsylvania Manufacturing Alliance (SEPMA) and a member of both the Drexel University Board of Governors and President's Council. She is the author of the soon- to-be-released book, Dark, Dirty, Dangerous: The Vibrant Future of Manufacturing. #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.