Podcasts about building generational wealth

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Best podcasts about building generational wealth

Latest podcast episodes about building generational wealth

FiringTheMan
Building Generational Wealth for Those Who Served with Zack Miller

FiringTheMan

Play Episode Listen Later Jul 8, 2025 53:51 Transcription Available


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

Living Your Greatness
How To Build Generational Wealth (If You're Not a Millionaire) | Michael Gentile & Daniela Cambone

Living Your Greatness

Play Episode Listen Later Jul 7, 2025 75:12


Sign up for my free weekly newsletter. _  Welcome to Building Generational Wealth—a podcast series for the everyday person. Whether you're just starting your financial journey or rewriting your money story, this space is for you. Women and men. Millennials and Boomers. Gen X and Gen Z. Every race, background, and identity. Because financial literacy should be inclusive, accessible, and empowering for all. We're facing one of the most financially unstable times in modern history. Debt is soaring, inflation is biting, and wages aren't keeping pace. Millennials hold just 4.6% of U.S. wealth. Gen Z is stepping into adulthood burdened by debt and locked out of homeownership. Meanwhile, $84 trillion is set to change hands in the largest wealth transfer ever. The question is: Will you be ready to receive, grow, and protect it—or be left behind? This is your moment to rise. Through honest conversations with leading financial minds, we'll show you how to build wealth patiently, intentionally, and wisely. It's not about chasing trends—it's about creating lasting security. Because if you don't take care of your money, your money won't take care of you. _ Our sixth episode with Daniela Cambone and Michael Gentile, redefine what it truly means to build generational wealth. Neither born into privilege nor handed easy paths, their journeys are built on grit, relentless learning, and a clear sense of purpose. Daniela Cambone, Global Media Director at ITM Trading, rose from zero financial experience to become one of the most trusted and influential voices in precious metals. Her sharp insights and candid interviews with top financial leaders bring clarity to complex markets. Michael Gentile, a Montreal-based investor and father of five, discovered his passion for investing at just ten years old. Today, as co-founder of Bastion Asset Management, he manages over $550 million in assets, focusing on junior mining and small- to mid-cap equities across North America. Together, they share powerful lessons: start before you're ready—waiting for perfect conditions only delays your success. Invest in yourself fiercely—absorb knowledge, learn by doing, and let experience be your best teacher. Keep it simple, master the basics, and build habits that stand strong through market noise. But their message goes beyond money. True wealth is multidimensional—rooted in health, family, values, and lasting impact. They challenge entitlement and stress passing down not just wealth, but work ethic, passion, and purpose. Daniela and Michael also reveal the secret to confident investing: know your circle of competence, stay humble, and never stop asking questions. Above all, give back. Inspired by mentors who gave generously and quietly, they remind us that real greatness comes from lifting others as you rise. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Michael Gentile Website LinkedIn _ Guest: Daniela Cambone YouTube LinkedIn

Remnant Finance
Navigating Volatility and Building Generational Wealth with Joe Withrow

Remnant Finance

Play Episode Listen Later Jul 4, 2025 52:45


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

Living Your Greatness
The Rich Mindset You're Missing (And How To Get It) | Peter Krauth

Living Your Greatness

Play Episode Listen Later Jul 4, 2025 43:30


Sign up for my free weekly newsletter. _  Welcome to Building Generational Wealth—a podcast series for the everyday person. Whether you're just starting your financial journey or rewriting your money story, this space is for you. Women and men. Millennials and Boomers. Gen X and Gen Z. Every race, background, and identity. Because financial literacy should be inclusive, accessible, and empowering for all. We're facing one of the most financially unstable times in modern history. Debt is soaring, inflation is biting, and wages aren't keeping pace. Millennials hold just 4.6% of U.S. wealth. Gen Z is stepping into adulthood burdened by debt and locked out of homeownership. Meanwhile, $84 trillion is set to change hands in the largest wealth transfer ever. The question is: Will you be ready to receive, grow, and protect it—or be left behind? This is your moment to rise. Through honest conversations with leading financial minds, we'll show you how to build wealth patiently, intentionally, and wisely. It's not about chasing trends—it's about creating lasting security. Because if you don't take care of your money, your money won't take care of you. _ In this episode, I sit down with seasoned investor and educator Peter Krauth to cut through the noise around money, investing, and financial literacy. We break down the barriers that make finance feel intimidating, showing how anyone (regardless of background or experience) can build lasting wealth with the right mindset, habits, and support. Peter draws on decades of experience to offer clear, practical guidance on: Developing a patient, research-driven wealth mindset free from hype and shortcuts Mastering foundational financial habits, including why “pay yourself first” is essential Starting small, building confidence, and growing your financial knowledge step-by-step Grasping budgeting, risk, and asset classes without confusing jargon Avoiding common traps like impatience, speculation, and emotional decision-making Recognizing true fiduciaries versus sales-driven advisors - Leveraging the power of your social network to accelerate growth Staying adaptable and curious, because successful investors keep learning Beyond numbers and strategies, Peter explores the deeper psychological and ethical dimensions of wealth—how integrity, generosity, and emotional intelligence shape not only your finances but your purpose and legacy. If finance has ever felt overwhelming or confusing, this episode offers a grounded, straightforward roadmap to understanding and taking control. It's about making financial education practical and accessible so you can build wealth aligned with your values—and leave a lasting impact. Tune in to discover how discipline, patience, and community can transform your money mindset and set you on a clear path toward generational wealth. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Peter Krauth LinkedIn

School Of Awesome Sauce with Greg Denning
Science Shows: Your Kids Are NOT Adults at 18!!! How to Parent and Prepare ‘Emerging Adults ages 18-25'

School Of Awesome Sauce with Greg Denning

Play Episode Listen Later Jul 1, 2025 61:00


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.

Pencil Leadership with Chris Anderson
From Law to Legacy: Building Generational Wealth

Pencil Leadership with Chris Anderson

Play Episode Listen Later Jun 30, 2025 44:51


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

Living Your Greatness
How Self-Made Millionaires REALLY Get Wealthy | Rick Rule

Living Your Greatness

Play Episode Listen Later Jun 25, 2025 28:04


Sign up for my free weekly newsletter. _  Welcome to Building Generational Wealth—a podcast series for the everyday person. Whether you're just starting your financial journey or rewriting your money story, this space is for you. Women and men. Millennials and Boomers. Gen X and Gen Z. Every race, background, and identity. Because financial literacy should be inclusive, accessible, and empowering for all. We're facing one of the most financially unstable times in modern history. Debt is soaring, inflation is biting, and wages aren't keeping pace. Millennials hold just 4.6% of U.S. wealth. Gen Z is stepping into adulthood burdened by debt and locked out of homeownership. Meanwhile, $84 trillion is set to change hands in the largest wealth transfer ever. The question is: Will you be ready to receive, grow, and protect it—or be left behind? This is your moment to rise. Through honest conversations with leading financial minds, we'll show you how to build wealth patiently, intentionally, and wisely. It's not about chasing trends—it's about creating lasting security. Because if you don't take care of your money, your money won't take care of you. _ Our fourth guest, Rick Rule, perfectly captures the spirit of this series on building generational wealth. Without inherited wealth or a formal financial background, Rick's journey is a testament to grit, discipline, and relentless learning. Early in life, he faced adversity head-on, believing firmly that “how you overcome adversity is what matters.” This mindset shaped not only his approach to boxing but also his decades-long career in investing. Rick's success didn't come from chasing flashy lifestyles or short-term gains. As he puts it, “I wasn't interested in living rich. But I was interested in being rich.” By playing to his unique strengths and embracing a philosophy of honest optimism—summed up in his mentor Robert Friedland's words, “The outlook is hopeless, but it's not serious”—Rick forged a path defined by steady effort and resilience. He emphasizes that true wealth begins with investing in yourself: your education, skills, and the community you build. “The sum of the community that you keep will determine your outcome,” Rick reminds us. His approach is rooted in timeless principles—saving, disciplined reinvestment, and living below your means—combined with an adaptive mindset that recognizes how tools like technology and social media create new opportunities. Rick also delves into the critical role of trust and transparency in finance, distinguishing between fiduciaries and salespeople, and highlighting the power of mentorship and giving back. His warning about looming financial challenges, like the $100 trillion in unfunded U.S. social liabilities, underscores why it's vital to focus on what you can control. From humble beginnings to becoming a respected investor and mentor, Rick's story shows that wealth is not just measured in dollars but in legacy, community, and purpose. His journey is a powerful reminder that true success comes from perseverance, continuous learning, and a mindset grounded in values—not just numbers. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Rick Rule Website YouTube

The Personal Finance Podcast
The Ultimate Guide to Managing Money Together as a Married Couple

The Personal Finance Podcast

Play Episode Listen Later Jun 18, 2025 39:40


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

The Everyday Millionaire Show
Building Generational Wealth for the Latino Community with Jimy Chavarria

The Everyday Millionaire Show

Play Episode Listen Later Jun 18, 2025 64:47 Transcription Available


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.

Blue Collar Millionaire Podcast
From Flipping Houses to Building Empires: Michael Burns' Journey

Blue Collar Millionaire Podcast

Play Episode Listen Later Jun 6, 2025 36:51


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.

Living Your Greatness
Why Most People Fail to Grow Wealth (And How to Be Different) | Daniela Cambone

Living Your Greatness

Play Episode Listen Later Jun 5, 2025 30:47


Sign up for my free weekly newsletter. _  Welcome to Building Generational Wealth—a podcast series for the everyday person. Whether you're just starting your financial journey or rewriting your money story, this space is for you. Women and men. Millennials and Boomers. Gen X and Gen Z. Every race, background, and identity. Because financial literacy should be inclusive, accessible, and empowering for all. We're facing one of the most financially unstable times in modern history. Debt is soaring, inflation is biting, and wages aren't keeping pace. Millennials hold just 4.6% of U.S. wealth. Gen Z is stepping into adulthood burdened by debt and locked out of homeownership. Meanwhile, $84 trillion is set to change hands in the largest wealth transfer ever. The question is: Will you be ready to receive, grow, and protect it—or be left behind? This is your moment to rise. Through honest conversations with leading financial minds, we'll show you how to build wealth patiently, intentionally, and wisely. It's not about chasing trends—it's about creating lasting security. Because if you don't take care of your money, your money won't take care of you. _ In the third episode, we sit down with Daniela Cambone. She shares a hard truth many people are never taught: your salary alone will not make you rich.  Daniela, one of the most respected voices in financial journalism and the Global Media Director at ITM Trading, explains why relying on a paycheck—and saving money in the bank—is not enough to build lasting wealth. With inflation eroding the value of your money and most people unaware of how currencies are devalued, the traditional approach to saving is broken. “We're not taught about currency devaluation or that there's a world beyond paper money. But there is—and that's where wealth is built,” Daniela says. This episode explores how anyone, regardless of background or financial experience, can begin to build wealth by making simple, intentional choices—like cutting unnecessary spending, asking better questions, and putting money to work in assets such as precious metals, stocks, or other long-term vehicles.  Daniela reminds us that building wealth is not about luck or hype—it's about clarity, discipline, and curiosity. It starts with small steps, asking questions without fear, and surrounding yourself with people and information that challenge the status quo. “Just start asking the questions. There are no stupid questions,” she encourages. We also talk about the deeper meaning of wealth: not just numbers in a bank account, but the values you live by, the legacy you leave, and the mindset you cultivate. Daniela's story—and her call for better financial education—is both practical and empowering. If you're ready to stop relying only on your paycheck and start building wealth that lasts, this episode will give you the perspective and tools to take real control of your financial future—with confidence and purpose. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Daniela Cambone YouTube LinkedIn

ITM Trading Podcast
Stealth QE: Fed Secretly Bought $43.6B in Bonds - Why are They Hiding it?

ITM Trading Podcast

Play Episode Listen Later May 28, 2025 20:19


“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

KMOJCast
5-27-25 Realtor Shawna Frazier joined Freddie Bell and Chantel SinGs on the KMOJ Morning Show to talk about her work in helping families navigate homeownership in the Twin Cities. She shared insights on building generational wealth through real estate.

KMOJCast

Play Episode Listen Later May 28, 2025 9:26


On The Market
Warren Buffett Sounds Off on Real Estate, Boomers Leaving “Problem” for Gen Y

On The Market

Play Episode Listen Later May 26, 2025 40:14


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

Living Your Greatness
Why Schools Don't Teach Money—And How It Hurts Us All | Michael Gentile

Living Your Greatness

Play Episode Listen Later May 26, 2025 18:17


Sign up for my free weekly newsletter. _  Welcome to Building Generational Wealth—a podcast series for the everyday person. Whether you're just starting your financial journey or rewriting your money story, this space is for you. Women and men. Millennials and Boomers. Gen X and Gen Z. Every race, background, and identity. Because financial literacy should be inclusive, accessible, and empowering for all. We're facing one of the most financially unstable times in modern history. Debt is soaring, inflation is biting, and wages aren't keeping pace. Millennials hold just 4.6% of U.S. wealth. Gen Z is stepping into adulthood burdened by debt and locked out of homeownership. Meanwhile, $84 trillion is set to change hands in the largest wealth transfer ever. The question is: Will you be ready to receive, grow, and protect it—or be left behind? This is your moment to rise. Through honest conversations with leading financial minds, we'll show you how to build wealth patiently, intentionally, and wisely. It's not about chasing trends—it's about creating lasting security. Because if you don't take care of your money, your money won't take care of you. _ In the second episode, we sit down with Michael Gentile, a seasoned investor and passionate advocate for financial literacy. Together, we explore the fundamentals of building generational wealth—and the mindset required to sustain it. Michael's journey began with a spark: a grade school teacher who introduced him to the world of investing. That early influence, combined with timeless wisdom from icons like Warren Buffett and Charlie Munger, ignited a lifelong commitment to financial education and independence. We dive into why financial literacy is so often missing from traditional education, and how self-education becomes a vital bridge for anyone seeking control over their financial future. Michael reminds us that true wealth isn't built on hype or shortcuts. Instead, it comes from disciplined, consistent habits—like saving regularly, investing patiently, and allowing compound growth to quietly work over time. “It's not about getting rich quick — it's about building habits that last a lifetime.” This conversation goes beyond personal finance. Michael challenges us to think bigger—about how financial literacy shapes not only individual lives, but also society and public policy. In an increasingly uncertain world, understanding money is no longer a luxury—it's a necessity. Whether you're just starting your journey or looking to strengthen your financial foundation, this episode offers practical, empowering insights to help you invest in yourself, take control of your future, and build lasting wealth with purpose and intention. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Michael Gentile Website LinkedIn

The Mark Howley Show
#81 IMMIGRANT TO AMERICAN DREAM, REAL ESTATE MOGUL, RAPPER

The Mark Howley Show

Play Episode Listen Later May 23, 2025 43:53


"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

Living Your Greatness
Why Getting Rich Won't Make You Happy (And What Will) | Peter Grandich

Living Your Greatness

Play Episode Listen Later May 23, 2025 67:46


Sign up for my free weekly newsletter. _  Welcome to Building Generational Wealth—a podcast series for the everyday person. Whether you're just starting your financial journey or rewriting your money story, this space is for you. Women and men. Millennials and Boomers. Gen X and Gen Z. Every race, background, and identity. Because financial literacy should be inclusive, accessible, and empowering for all. We're facing one of the most financially unstable times in modern history. Debt is soaring, inflation is biting, and wages aren't keeping pace. Millennials hold just 4.6% of U.S. wealth. Gen Z is stepping into adulthood burdened by debt and locked out of homeownership. Meanwhile, $84 trillion is set to change hands in the largest wealth transfer ever. The question is: Will you be ready to receive, grow, and protect it—or be left behind? This is your moment to rise. Through honest conversations with leading financial minds, we'll show you how to build wealth patiently, intentionally, and wisely. It's not about chasing trends—it's about creating lasting security. Because if you don't take care of your money, your money won't take care of you. _ Our first guest, Peter Grandich, embodies the spirit of this series. His unlikely journey began with no formal education and managing a warehouse, but a small investment sparked a passion for the markets. After losing everything to the notorious penny stock brokers of the 1980s, Peter didn't give up. He started an investment club that caught the eye of a brokerage owner. Despite doubts from loved ones, Peter became a stockbroker in an era when the business was little more than a desk, pad, and pen. His story is proof that grit, perseverance, and a hunger to learn can turn setbacks into lasting success. Peter also opens up about the often-overlooked struggles behind the financial world's glamour, revealing the toll it took on his mental health: “In 2022… I actually lost a will to live. And it's hard to imagine why, but that's what it came to.” He reminds us that wealth isn't just about money but about values and mindset: “Money is not the root of all evil — the love of money is.” From founding one of the first national investor relations firms to becoming known as the “Wall Street Whiz Kid,” Peter ultimately left Wall Street at his peak to pursue a life grounded in faith, humility, and purpose. His story shows that true wealth is about more than dollars—it's about legacy, resilience, and meaning. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Peter Grandich Website Twitter YouTube

The Present Father's Podcast
Building Generational Wealth the Right Way

The Present Father's Podcast

Play Episode Listen Later May 21, 2025 46:46


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!

PowerPassionProsperity Podcast w/Dr. Jay
From Struggling to Scaling: The Success Blueprint with Heather Parsons

PowerPassionProsperity Podcast w/Dr. Jay

Play Episode Listen Later May 12, 2025 53:00


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

entrepreneurjourney
How to Escape Debt and Build Generational Wealth | Faith, Finances & Freedom with Andy Bennetts

entrepreneurjourney

Play Episode Listen Later May 8, 2025 54:41 Transcription Available


  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.

Sacred Sons Podcast
Building Generational Wealth with Coach JV and Adam Jackson | SSP 209

Sacred Sons Podcast

Play Episode Listen Later May 6, 2025 87:52


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!

The Personal Finance Podcast
Pay Off Debt or Keep Investing? (Money Q&A)

The Personal Finance Podcast

Play Episode Listen Later Apr 28, 2025 40:27


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

She Scales
68. Mistakes people make when building Financial Freedom & building Generational Wealth (IG Live with Dr Anna Emily)

She Scales

Play Episode Listen Later Apr 25, 2025 68:58


I absolutely loved this conversation with Dr Anna Emily from @shessomoneyhqListen on to hear us talk about:

People, Not Titles
Episode 98 - Marc Cervantes Managing Partner of Cervantes, Chatt & Prince

People, Not Titles

Play Episode Listen Later Apr 23, 2025 45:48


Full episodes available at www.peoplenottitles.comMarc Cervantes is Managing Partner of Cervantes, Chatt & Prince.www.ccpchicago.comIn this episode we talk about everything from 8.0 contracts, to the Northwest Ordinance to Burning Man.Introduction to the Episode (00:00:00)Updates on the Firm (00:01:00)Transactional Work and Growth (00:01:51)Unique Approach to Client Service (00:03:12)Importance of Personal Interaction (00:05:02)Market Trends and Attorney Presence (00:05:24)Building Relationships with Agents (00:08:53)Trust and Team Dynamics (00:09:27)Navigating Different Agent Styles (00:10:17)Specialization in Real Estate Law (00:11:21)Balancing Law Firm Operations (00:13:08)Future Growth Plans (00:14:14)Comprehensive Legal Services (00:15:02)Impact of New Contracts on the Market (00:16:12)Addressing Market Changes (00:17:09)Buyer Compensation Agreements (00:19:09)Challenges with Buyer Agreements (00:19:59)Explaining Buyer Compensation (00:20:32)Understanding Service Fees (00:21:39)Surprises in Closing Costs (00:22:05)Realtor Compensation Trends (00:24:06)Value of Real Estate Brokers (00:25:02)Northwest Ordinance Discussion (00:25:52)Tenant Rights and Property Ownership (00:27:14)Challenges of Tenant Purchases (00:28:17)Future of the Northwest Ordinance (00:30:00)Political Climate in Chicago (00:31:34)Market Observations in Chicago (00:32:19)Music Scene and Festivals (00:33:39)Experience at The Sphere (00:34:08)Lollapalooza and Music Festivals (00:34:54)Philanthropic Involvement (00:38:09)Teaching Law to Students (00:39:56)Building Generational Wealth (00:41:04)Understanding Chicago's Real Estate Landscape (00:42:19)Giving Back to the Community (00:42:50)Mentoring Future Professionals (00:43:09)High School Basketball Season Update (00:43:17)Bennett High School's Athletic Success (00:43:49)Upcoming Basketball Challenges (00:44:13)Streaming Basketball Games (00:44:30)Closing Remarks and Gratitude (00:45:08)Podcast Sign-off (00:45:19)People, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

The Daily Motivation
From Pawning a Rolex to Building Generational Wealth Through Real Estate | Glennda Baker

The Daily Motivation

Play Episode Listen Later Apr 19, 2025 6:31


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

Investor Fuel Real Estate Investing Mastermind - Audio Version
Raising Capital, Passive Income, and Building Generational Wealth with Jenniffer Maldonado Cintron

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 3, 2025 36:14


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   —--------------------

Free From Wall Street
Building Generational Wealth with Special Guests, Laura and Paul Kirshbom

Free From Wall Street

Play Episode Listen Later Apr 1, 2025 37:25


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!

Real Estate Investor Goddesses
Building Generational Wealth for Women with Melissa Nash

Real Estate Investor Goddesses

Play Episode Listen Later Mar 18, 2025 32:42


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.

The Build Show Podcast
Building Generational Wealth, Literally

The Build Show Podcast

Play Episode Listen Later Mar 7, 2025 41:00


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.

KPBS Midday Edition
Building generational wealth for Black San Diegans

KPBS Midday Edition

Play Episode Listen Later Feb 26, 2025 16:20 Transcription Available


For decades, Pamela Gray Payton has been leading efforts to develop economic resiliency within Black communities in San Diego.

The Building Culture Podcast
#35 Moses Kagan: Building Generational Wealth with Generational Assets - "Indefinite Holds" in Real Estate

The Building Culture Podcast

Play Episode Listen Later Feb 20, 2025 79:07


Moses Kagan has a unique take on real estate development and investing – and he's influenced my thinking substantially over the past couple of years.He is a highly successful syndicator, investor and developer with over $200 million in assets under management. He runs Adaptive Realty, having renovated over 100 multi-family buildings in Los Angeles, managing them in-house while specializing in the "indefinite hold” strategy for long-term wealth building.He is the Co-Founder of ReSeed, a platform offering long-term GP and LP capital, along with mentorship for emerging real estate operators nationwide.  He also hosts Reconvene, a highly regarded annual “unconference” for real estate operators and passive investors to connect and share knowledge. I attended last year, and it was awesome!And lastly, he is a Twitter personality and avid blogger, sharing valuable insights on real estate and business. I highly recommend you follow him.This is an excellent conversation about practical investment and real estate development philosophy, and I hope this conversation has as big of an impact on you as meeting Moses has on me!TAKEAWAYSHolding real estate indefinitely often leads to better investment outcomes than IRR-driven flipping.Traditional real estate models incentivize risky short-term decisions, while sustainable strategies benefit both investors and communities.Investors should focus on post-tax returns rather than pre-tax IRR, as tax considerations play a crucial role in long-term profitability.Wealthy families and patient capital partners are more aligned with indefinite hold strategies than institutional investors.Unlevered yield on cost and all-in price per square foot are key financial indicators for long-term real estate success.Building direct relationships and trust at scale is essential for securing capital, especially for indefinite hold investments.CHAPTERS00:00 Introduction to Real Estate Development Philosophy06:06 Understanding IRR and Its Implications11:55 The Importance of Long-Term Thinking in Real Estate17:59 Finding the Right Investors for Long-Term Strategies25:50 Investing with Wealthy Families and Professional Money Managers40:20 Understanding Capitalization and Investor Liquidity46:11 Building Trust and Relationships in Real Estate Investment55:41 Building Trust at Scale in Real Estate58:01 The Democratization of Capital Raising01:04:29 New Urbanism and Walkable Neighborhoods01:06:00 Challenges of Ground-Up Development01:09:03 Zoning and Building Code Challenges01:11:57 The Impact of Bureaucracy on Development01:14:07 Introducing ReSeed: Supporting Emerging Operators01:17:08 The Importance of Community in Real EstateCONNECT WITH MOSESX:https://x.com/moseskagan?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorLinkedIn: https://www.linkedin.com/in/moses-kagan-2638ab2/Adaptive Realty: https://www.adaptiverealty.com/ ReSeed: https://reseedpartners.com/Moses Newsletter: https://kagansblog.com/blog/MENTIONED RESOURCESThe Fort Podcast Interview on ReSeed: https://www.thefortpod.com/videos/moses-kagan-rhett-bennett-co-founders-of-reseed-partners-the-y-combinator-for-re-operators/CONNECT WITH AUSTIN TUNNELLNewsletter:https://playbook.buildingculture.com/https://www.instagram.com/austintunnell/https://www.linkedin.com/in/austin-tunnell-2a41894a/https://twitter.com/AustinTunnellCONNECT WITH BUILDING CULTUREhttps://www.buildingculture.com/https://www.instagram.com/buildingculture/https://twitter.com/build_culturehttps://www.facebook.com/BuildCulture/SPONSORSThank you so much to the sponsors of The Building Culture Podcast!Sierra Pacific Windows: https://www.sierrapacificwindows.com/One Source Windows: https://onesourcewindows.com/

Know your why Podcast
The Secret to Building Generational Wealth Through Real Estate | Ep #390

Know your why Podcast

Play Episode Listen Later Feb 19, 2025 47:57


In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Katie Kim, a pioneering real estate developer and educator dedicated to transforming urban spaces and building generational wealth. Katie shares her journey from a construction family background to leading real estate projects that enrich communities. She explores the Developer for Fee model, the seven phases of real estate development, and the importance of aligning personal goals with investment strategies. Katie discusses the value of mentorship, the significance of financial literacy, and the impact of community connections in creating sustainable success. Her insights offer practical guidance for anyone looking to thrive in real estate, whether through active or passive investing.Key Highlights:- From Construction to Development: Katie's early exposure to construction shaped her career in real estate development.- Developer for Fee Model: This approach allows clients to gain hands-on experience while developing their properties.- Seven Phases of Development: Understanding each phase is essential for successful project management.- Time, Talent, and Treasure: The right balance of these elements is critical for investment success.- Diverse Opportunities: Real estate offers various strategies, from active involvement to passive investing.- Mentorship and Team Building: A strong support network is key to navigating real estate complexities.- Financial Literacy and Education: Teaching investment principles to the next generation empowers future success.- Government Incentives: Leveraging economic incentives can significantly boost development projects.- Community Impact: Building strong local connections enhances opportunities and supports community growth.Katie Kim's journey from tech consulting to transformative real estate development showcases the power of education, mentorship, and community impact. Her dedication to teaching others about financial literacy and generational wealth provides a roadmap for success in real estate. This episode of the Know Your Why Podcast offers valuable insights for aspiring developers and seasoned investors alike, highlighting the importance of strategic planning, mentorship, and giving back to the community.Get in touch with Katie:Website:https://www.katiekim.com/Course Waitlist -https://www.katiekim.com/waitlistFREE Real Estate Development Deal Checklist -https://www.katiekim.com/checklistInstagram -https://www.instagram.com/thekatiekim/Facebook -https://www.facebook.com/TheKatieKimLinkedIn -https://www.linkedin.com/in/katiekim/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:⁠⁠https://linktr.ee/jasonbalara⁠⁠  Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠https://creativecommons.org/licenses/⁠⁠Artist:⁠⁠http://audionautix.com/

CNBC's
Building Generational Wealth 2/18/25

CNBC's "On the Money"

Play Episode Listen Later Feb 18, 2025 1:04


Your 60-second money minute. Today's topic: Building Generational Wealth

AZREIA Show
Real Estate Market Evolution

AZREIA Show

Play Episode Listen Later Feb 14, 2025 6:45


In this episode of the AZREIA Show, hosts Marcus Maloney and Mike Del Prete discuss the transformation of the real estate market in the Valley and Phoenix from 2010 to 2025. They reflect on their journey starting in real estate investing in the early 2010s and compare those times to the current market landscape. The episode covers market snapshots, challenges, and opportunities over the years, and provides valuable advice for new and seasoned investors on navigating today's market with adaptable strategies. Key topics include creative financing, adaptive investment strategies, the importance of networking, and long-term benefits of property investment. Key takeaways:  01:03 Reflecting on the Market: 2010 vs. 2025  01:47 Starting in Real Estate: Personal Journeys 0 2:04 Market Data and Trends 03:06 Opportunities in a Down Market 04:32 Comparing Market Conditions: Then and Now  08:05 Challenges and Opportunities in 2025 15:18 Creative Strategies for Today's Market 18:18 Adapting to Change in Real Estate 19:07 Creative Financing Options 19:33 Leveraging Private Money 20:37 The Importance of Networking 22:19 New Opportunities in Real Estate 24:24 Long-Term Investment Strategies  27:15 Building Generational Wealth 30:56 Advice for New Investors   ------ The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

IN MY OPINION PODCAST
WHY BUILDING GENERATIONAL WEALTH IN AFRICA IS NOT MY PRIORITY | EP137 PART 2

IN MY OPINION PODCAST

Play Episode Listen Later Feb 9, 2025 53:25


In this clip we discuss whether building Generational Wealth back home in Africa is more important than building in the country you reside in, for us its the UK.As always, please comment below with your thoughts and don't forget to Like, Share And Subscribe

Global Investors: Foreign Investing In US Real Estate with Charles Carillo
GI293: Building Generational Wealth through Real Estate with Michael Kramer

Global Investors: Foreign Investing In US Real Estate with Charles Carillo

Play Episode Listen Later Feb 6, 2025 42:57


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/    

Black Men Sundays
Building Generational Wealth thru Catering

Black Men Sundays

Play Episode Listen Later Feb 2, 2025 64:54


We speak with Monica May and George Ashford, the owners of CB Bistro, a catering business that is building generational wealth for their families. Are you a couple looking to build a business? Looking to establish a nonprofit 501c3? Tune in now! Black Men Sundays is ranked #15 of the top 80 Black Wealth Podcasts on https://podcasts.feedspot.com/black_wealth_and_investing_podcasts/

Remarkable Results Radio Podcast
Selling Your Auto Repair Business [THA 416]

Remarkable Results Radio Podcast

Play Episode Listen Later Jan 17, 2025 46:34


Thanks to our Partners, NAPA TRACS, and Today's Class Join Carm Capriotto and a panel of experts—Joe Marconi, Dan Buss, and Nick Salas—as they delve into the intricacies of selling your automotive repair business. This insightful episode covers everything from preparing your business for sale and understanding valuations to structuring deals and ensuring clean financials. Learn from seasoned shop owners about succession planning, transparent communication with employees, and navigating the emotional and professional challenges of ownership transitions. Whether it's asset vs. stock sales, working with valuation experts, or addressing staff concerns, this discussion equips you with the knowledge to maximize your business's value and ensure a smooth sale. Joe Marconi, Executive Council Member, Elite Worldwide. Auto Shop Owner. Joe's Episodes HERE. Dan Buss, Elite Worldwide. Nick Sallas, Sallas Auto Repair, Kansas City Show Notes Watch Full Video Episode Importance of Transparency (00:02:18) Joe Marconi on Readiness (00:03:13) Succession Planning (00:05:16) Successor Challenges (00:06:40) Selling Experience (00:08:11) Valuation Discussion (00:09:51) Multiple Valuation Explanation (00:10:37) Advice on Business Preparation (00:12:18) Challenges of Selling a Business (00:13:23) Cultural Implications of Cash Transactions (00:14:43) Building Generational Wealth (00:16:25) Understanding Succession Planning (00:17:03) Emergency Plans in Business (00:20:37) Importance of Professional Advisors (00:22:34) Emotional Impact of Selling a Business (00:28:43) Contracts for Key Employees (00:32:05) Transparency in Hiring (00:33:07) Interview Questions for Potential Hires (00:34:15) Structuring Business Sales (00:35:38) Maintaining a Business Plan (00:37:12) Dealing with Tire Kickers (00:38:04) Evaluating Business Offers (00:39:19) Importance of Clean Financials (00:40:22) Value of Independence in Business (00:41:21) Goals for Business Sellability (00:42:32) Preparation for Selling (00:43:08) Maximizing Business Value (00:43:54) Purpose and Succession Planning (00:45:26) Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at

Eye On Franchising
Building Generational Wealth Owning a Flooring Business

Eye On Franchising

Play Episode Listen Later Jan 15, 2025 20:47


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

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Financial Freedom in 5 Years: Liz's Success as a Rent to Retirement Investor

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later Jan 7, 2025 45:44


Simplify Your Real Estate Investing Journey with Expert Support and Turnkey Solutions! Visit https://nchinc.com/rtr to learn more about it!

Holdin’ Court Podcast
Big Court And Rachel Renee' Discuss Nepotism, Building Generational Wealth, And Influencers Being The New Celebrity.

Holdin’ Court Podcast

Play Episode Listen Later Jan 2, 2025 59:51


Big Court and his daughter/co-host Rachel Renee' talk about trending tops and the current state of social media stars. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Habits Podcast
96: Building Generational Wealth in Your 40s & 50s

Rich Habits Podcast

Play Episode Listen Later Dec 23, 2024 43:48


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three best tips to building generational wealth in your 40s and 50s. ---

Inspired Money
Building Generational Wealth: Strategies for Long-Term Financial Success

Inspired Money

Play Episode Listen Later Dec 20, 2024 97:46 Transcription Available


In this episode of the Inspired Money live-stream podcast, we discuss the concept of generational wealth and how to achieve long-term financial success. Our expert panel features renowned professionals James E. Hughes Jr., Kirby Rosplock, PhD, Andrew Howell, and Rabbi Daniel Lapin. Each expert brings a wealth of knowledge to the table, providing clear strategies for building and preserving family wealth across generations. Understanding Generational Wealth Generational wealth refers to assets passed down from one generation to the next. It often includes real estate, investments, businesses, or other valuable assets. Establishing generational wealth can secure your family's financial future, help align family values, and increase financial literacy among younger generations.

Doors to Deals Podcast
Investing with Intention: Building Generational Wealth with Stephen Selengut

Doors to Deals Podcast

Play Episode Listen Later Nov 28, 2024 35:26


In this enlightening episode of the Passive Wealth Show, host Jim Manning sits down with veteran investment manager Stephen Selengut. With over four decades in the financial industry, Stephen shares his unique approach to creating high-income portfolios, emphasizing the importance of income-generating investments for long-term wealth. He discusses his personal journey, influenced by his father's early lessons on saving and investing, and explains his strategies that have managed to grow over $110 million in client portfolios. Dive into Stephen's insights on the lesser-known yet potent vehicle of closed-end funds, and learn how prioritizing income can profoundly impact your financial security and legacy. Whether you're a seasoned investor or just starting, this episode is packed with valuable lessons on making your money work for you.

The Steve Harvey Morning Show
Building Your Brand: Buying businesses through brokers building generational wealth through family businesses

The Steve Harvey Morning Show

Play Episode Listen Later Nov 27, 2024 26:30 Transcription Available


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.

Strawberry Letter
Building Your Brand: Buying businesses through brokers building generational wealth through family businesses

Strawberry Letter

Play Episode Listen Later Nov 27, 2024 26:30 Transcription Available


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.

Best of The Steve Harvey Morning Show
Building Your Brand: Buying businesses through brokers building generational wealth through family businesses

Best of The Steve Harvey Morning Show

Play Episode Listen Later Nov 27, 2024 26:30 Transcription Available


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.

The Patdown with Ms. Pat
266: Building Generational Wealth

The Patdown with Ms. Pat

Play Episode Listen Later Aug 20, 2024 47:14


Who would win in a fight? Chris or Deon? We answer this, and other listener questions, in this episode.  Learn more about your ad choices. Visit megaphone.fm/adchoices