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In this episode, Catrina Craft shares overlooked tax strategies that entrepreneurs often miss, including entity stacking, income shifting, and leveraging family offices to build long-term wealth. Discover how to maximize your tax benefits and grow your business effectively.Welcome back to the show, Catrina! Head to the bottom of the episode description to stay current in on tax savings and tips. As You Listen00:00 Introduction and Series Overview 01:11 The Difference Between a CPA and a Tax Strategist 02:18 Stop the Simple Strategies: Beyond Basic S-Corp Filing 04:13 Entity Stacking: Using C-Corp and S-Corp for Tax Flexibility 05:12 Income Shifting: Family Members and Business Support 07:06 Stop Chasing Revenue: Invest in Wealth-Building Assets 08:57 Investing in Film Production for Tax Deductions 10:15 Using Real Estate and Oil & Gas for Tax Savings 11:29 Recap of Entity Strategies and Their Benefits 13:40 The Power of Family Management Offices 16:30 Personal Story: Overcoming Financial Challenges 18:27 Working with the Right People and Building Wealth 19:34 Teaser for Next Episode and Final Thoughts 20:09 Where to Find Katrina Kraft Online
Send a textTune in to listen to the full podcast!Support the showFollow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting
Happy Women's Month!In this episode of Life in Progress, Joyce Pring sits down with me for a more personal conversation about where my independence and personality really came from. Growing up with a strong mom who believed her children should live life on their own terms shaped so much of the way I approach life today.We talk about how that upbringing influenced my mindset around work, money, and building a life that is self-funded. From the values I learned early on to the decisions that shaped my career, this episode is a reflection on how the people who raise us often shape the way we pursue freedom, success, and the life we choose to build for ourselves.
Send a textRyan Pineda hosts a debate between co-host Brian Davila and guest Michael Zuber as they clash over the best path to building wealth in 2026, covering real estate investing, entrepreneurship vs. W2 income, the housing market, AI's impact on jobs, and the balance between financial success and enjoying life.Connect with Michael:https://www.instagram.com/onerentalatatime/https://www.youtube.com/@OneRentalataTime __________If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.comIf you're a business owner who wants to get in peak physical shape, we can help! https://www.boardroom-athlete.com/applyJoin our private mastermind for elite business leaders who golf. https://www.mastermind19.comJoin free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us__________CHAPTERS:01:02 - Michael Zuber's 3-Step Formula for Building Wealth09:27 - Living for Today vs. Sacrificing for 10+ Years16:16 - Side Hustles, Hybrid Entrepreneurs, and Increasing Income27:55 - Is It Easier to Get Rich as an Employee or Entrepreneur?40:41 - The 2026 Real Estate Market Forecast and Fed Policy57:14 - Why Housing Is America's Biggest Affordability Problem01:03:52 - AI, Job Loss, and the Rise of Solo Entrepreneurs01:24:30 - Does Money Actually Make You Happy?01:27:30 - Living in the Moment vs. Planning the FutureLearn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...
Over the next decade, roughly $30 trillion is expected to move into the hands of women, and the question isn't just what women will inherit. It's what they'll build. This week, Jean Chatzky sits down with Janine Firpo, an impact investor and co-founder of Invest for Better, to talk about Our Sheconomy, a data-backed initiative that models what the world would look like if women had held equal economic and political power since 1925. But this episode isn't just about a hypothetical future. It's about the very real, very practical steps you can take right now — no matter how much (or how little) you have — to invest in alignment with your values without sacrificing returns. In this episode, you'll learn: How to audit your current portfolio for impact using free tools (including one Janine swears by Why ESG isn't a political buzzword — it's a risk management to How to start impact investing for as little as $100 Ready to put Janine's advice into action? Join InvestingFixx, Jean's twice-monthly women-only investing club, where expert stock pickers bring ideas to the table, and a community of women learn and win together. Your first two classes are always free. Resources: As You Sow – Invest Your Values Our Sheconomy Invest for Better Learn more about your ad choices. Visit megaphone.fm/adchoices
Loral reunites with Sharon Lechter, her “financial mom” for a powerful conversation on true wealth mentorship and the difference between chasing money and building a life that's rich in every way.Sharon shares her money story, and dives into her newest book Old Wealth, New Wealth, True Wealth and the real message behind it: true wealth mentorship isn't just about accumulation, it's about who you become, who you impact, and what you keep intact along the way (health, family, purpose).You'll also hear why people get stuck in fear, how your environment can pull you backward, and why daily mindset practices matter.If you've been looking for clarity, direction, and the kind of guidance that helps you move forward with confidence, this episode is a masterclass in true wealth mentorship.Loral's Takeaways:Sharon Lechter's Background and Achievements (00:00)Partnership with Robert Kiyosaki and Rich Dad Poor Dad (03:28)Motivation and Legacy (05:27)The Story of Nathan and the Three Wealth Paths (07:04)Challenges and Opportunities in Building Wealth (15:56)Connect with Sharon: https://atm.sharonlechter.com/Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
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Joined by a 20-year veteran of Fannie Mae, Shane shares findings from his work on a proposed new model for building renter wealth: shared prosperity rental housing.Show notes:Phillips, S. (2025). Building Renter Wealth: An Evaluation of Shared Prosperity Rental (SPR) Housing Program Design and Feasibility. UCLA Lewis Center for Regional Policy Studies.Executive summary for the SPR report.Shane's 2021 article in The Atlantic, “Renting is Terrible, Owning is Worse.”Shane's blog posts preceding and following the article in The Atlantic.Monkkonen, P., Carlton, I., & Macfarlane, K. (2020). One to four: The market potential of fourplexes in California's single-family neighborhoods. UCLA Lewis Center for Regional Policy Studies.The Multifamily Impact Council's Multifamily Impact Framework.Enterprise Community Partners' Renter Wealth Creation Fund website.Colorado Renter Rewards program website.
Most people think success starts with strategy. More content. More hustle. More tactics. But what if the real shift starts inside your head? In this episode, I sat down with Justin Block, an entrepreneur whose journey is anything but typical. He graduated from the University of Florida… helped grow and sell a family company… and today he's working on the 100 Billion Meals initiative with Tony Robbins. But the part that really stuck with me wasn't the exit or the accolades. It was his superpower: Seeing potential. Potential in people. Potential in opportunities. Potential in himself — even when he didn't fully believe it yet. And that one shift changed the direction of his life. This conversation goes deep into identity, entrepreneurship, personal growth, and the hidden mindset most creators ignore. If you're building a business, podcast, or personal brand… this episode will make you rethink what actually drives growth. In this episode, you'll learn: Why understanding yourself might be the most important business skill The moment Justin realized his life needed a different direction Why most entrepreneurs chase goals that don't actually belong to them The hidden opportunities behind building a personal brand Why “seeing potential” might be the most underrated superpower in business If you're feeling stuck, overwhelmed, or unsure about your next step… This conversation might unlock something you didn't expect. Chapters: 00:00 – The Book That Sparked a Turning Point 01:35 – Three Lessons That Changed Everything 02:05 – Why Knowing Yourself Is Harder Than It Sounds 04:27 – The Moment Entrepreneurship Gets Real 05:18 – Struggling With School and Finding Direction 07:13 – A Book That Completely Changed Perspective 08:03 – Why Proximity to the Right People Matters 11:26 – The Power of Specific Goals 15:11 – Why Most Content Creators Don't Know Their Goal 16:36 – Growing Up Around Entrepreneurship 18:24 – Why Success Without Fulfillment Isn't Success 26:04 – The Four Pillars of a Beautiful Life 27:28 – Why Justin Started Building a Personal Brand 30:35 – When Are You Actually Ready to Create Content 35:00 – The Hidden Power of Relationships and Networks 39:59 – Why Energy Matters More Than Strategy 49:13 – Finding Your Natural Way to Create Content 56:08 – The Double Edge of AI and Creativity 01:10:51 – The Advice Justin Gives Anyone Starting Content 01:11:50 – Why You Just Have to Get in the Game
In this episode of Wealthy Insights, we sit down with Dr. Lisha Taylor and Dr. Brittne Halford to talk about what it really takes to move from employed medicine to owning your own Direct Primary Care practice. Both physicians share their personal journeys of stepping away from traditional employment and into entrepreneurship, building practices that align with their values, finances, and family life. Dr. Taylor and Dr. Halford open up about the mindset shifts required to leave a steady paycheck, the financial realities of launching DPC, and the freedom that comes with ownership. They share practical insights on evaluating risk, planning startup costs, and redefining success beyond salary alone. If you are feeling burned out in employed medicine, considering Direct Primary Care, or simply curious about how physicians can build wealth while designing a life they actually enjoy, this episode offers honest guidance and real-world perspective. Key Topics Covered: 1. The shift from employment to ownership Why a "secure" job can still feel limiting—and what pushed them to consider DPC. 2. Financial realities of starting a DPC practice Startup costs, budgeting, income ramp-up, and what to expect in the early months. 3. Mindset and risk tolerance How to think through uncertainty without letting fear make the decision for you. 4. Lifestyle and family considerations Conversations at home, redefining balance, and building a practice that supports your life. 5. Wealth-building through ownership How DPC can create long-term financial flexibility and greater income control. 6. Lessons learned along the way What they would do differently, and advice for physicians considering the leap. Listener Takeaways: The mindset shifts required to move from employee to entrepreneur A realistic understanding of DPC startup finances How to evaluate whether ownership aligns with your goals The importance of aligning business decisions with family priorities Practical encouragement for physicians considering Direct Primary Care Connect with Us: Host: Dr. Disha Spath, The Frugal Physician Guests: Dr. Lisha Taylor & Dr. Brittne Halford, Hosts of Wealth Minded MD Podcast
Are you still trying to build wealth with the same “work harder and you'll be fine” mindset you had at 22?If you want to join a free zoom call with me and other listeners to this podcast - its happening on Sunday 8th March at 8pm - just send me an email and I will add you to the list mylesdhillon@gmail.comYou're earning more, working harder, and doing everything right—yet somehow you still feel behind. Housing keeps moving further out of reach, prices rise faster than your savings, and financial security feels fragile. This episode breaks down why the problem isn't your income… it's the outdated mental model you're using to store the energy you work so hard to earn.Understand why you can't outwork inflation and why income alone won't secure your future.Learn how fear and emotional reactions—not bad investments—are what usually destroy long-term wealth.Discover why boring, automated consistency over 4–8 years beats clever timing and hype when it comes to Bitcoin.Hit play now to upgrade your financial mindset and start storing your hard-earned energy in a way that actually compounds over time.I'm giving away a MicroSeed seed phrase stamping device to one listener! To enter, just leave a review on Apple Podcasts or Spotify and I will pick a winner in 2 weeks time! Get intouch with Myles at mylesdhillon@gmail.com - I am always happy to chat and help listeners. Hit follow, so you never miss the latest insights on money, finance, invest and build wealth - plus clear guidance on cryptocurrency, Bitcoin, and Bit Coin for today's serious investors.
What if building wealth had less to do with income—and more to do with discipline, structure, and mindset?In this episode of Inventive Journey, host Devin Miller sits down with Axel Meierhoefer, a former fighter pilot, military exchange officer, consultant, and founder of Ideal Wealth Grower, to explore how the principles of military aviation translate directly into smarter investing and long-term financial independence.Axel's journey begins in Germany, where an early fascination with aviation led him into the Air Force. Over the course of his military career, he transitioned from flying to test operations and leadership roles, learning firsthand that success in high-risk environments depends on preparation, planning, and systems—not improvisation.After retiring from the military and relocating to the United States, Axel entered the private sector, consulting in the life sciences and pharmaceutical industries. While working with organizations and executives, he noticed a recurring issue: even highly compensated professionals often lacked true financial security. High income, he realized, doesn't automatically translate into independence.That realization led Axel to investing—and eventually to helping others do the same. Through real estate and strategic asset ownership, he began building predictable, passive income designed to create choice and freedom over time. But more importantly, he focused on helping people shift from an employee mindset to an owner mindset.Throughout the conversation, Axel explains why many investors give banks and institutions too much power, why risk feels scarier than it actually is when approached without structure, and why emotional decision-making is one of the biggest threats to long-term success. Drawing parallels to aviation, he shows how mission planning, redundancy, and clear objectives reduce uncertainty and improve outcomes.The episode also dives into the future of mentoring and education. Axel shares his perspective on how AI and content-driven platforms may replace traditional one-on-one coaching models, allowing expertise to scale without sacrificing quality or accessibility.Whether you're a high earner who feels stuck, an aspiring investor trying to find your footing, or an entrepreneur thinking about long-term freedom, this episode challenges conventional thinking around money, ownership, and strategy.This is not a conversation about shortcuts. It's about designing a mission—and executing it with discipline.To chat about this one-on-one, grab a free consult at strategymeeting.com
What if money isn't just money—but stored life energy?In this episode, I reflect on the core premise of Your Money or Your Life by Joseph R. Dominguez and Vicki Robin and how it's showing up in my own life as a physician. From reviewing Medicare reimbursement rates to comparing insurance-based care with cash-pay work, I share why the trade between effort, responsibility, and compensation is starting to feel misaligned.We explore what financial independence really means, how much money is truly needed for a fulfilling life, and why many of the most meaningful activities cost very little. I also talk about the fear of stepping away from medicine, market risk, and the difference between an ideal life and a “good enough” one. This episode isn't about quitting medicine—it's an invitation to pause and ask:Is the way you're trading your life energy for money still worth it?Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
On today's episode of the CLS Experience, host Craig Siegel sits down with entrepreneur and real estate investor Hannah Hammond for a deep conversation on authenticity, energy, and building wealth with purpose. Hannah shares how recognizing expansive versus contracted states allows her to shift habits, relationships, and business decisions in real time to stay aligned. She opens up about overcoming childhood trauma, depression, isolation, and an eating disorder, and the powerful realization that money and external success alone do not create fulfillment. The discussion explores separating consciousness from automatic thoughts, choosing beliefs intentionally, and grounding spirituality in the idea that God lives within. Hannah also breaks down setting boundaries, firing misaligned clients, protecting white space for clarity, and delegating to focus on the point of the arrow. From her early inspiration reading Rich Dad Poor Dad to her optimistic take on market volatility as opportunity, this episode blends inner work with practical wealth building strategy. Let's go deep.13:47 Boundaries and People Pleasing27:05 Real Estate and Financial Freedom34:12 Inner Work Over External Outcomes40:53 Marry the Process Divorce the Outcome50:44 Systems and Focusing on the Arrow PointCheck out Hannah on Instagram HERE: Check out Hannah's Website HERE:Tickets now available for our live event March 5th, CLS: Genesis HERE:To join our community click here.➤ To connect with Craig Siegel follow Craig on Instagram➤ Order a copy of my new book The Reinvention Formula today! ➤ Join our CLS texting community for free daily inspiration and business strategies to elevate your day, text (917) 634-3796➤ INSTAGRAM➤ FACEBOOK➤ TIKTOK➤ YOUTUBE➤ WEBSITE➤ LINKEDIN➤ X
Welcome to Money 911, where we talk about health, wealth, and peace of mind—because true prosperity is about more than money. It's about purpose, protection, and creating a legacy that blesses lives for generations. Today's guest is someone who is turning investing into a powerful force for social good. Dr. Canaan Van Williams is the author of The Affordable Housing Multi-Millionaire and Driving Social Impact Investment. He leads one of only two affordable housing firms globally published on the Morningstar Sustainalytics platform, and his work has transformed a single $50,000 note into a $23 million portfolio of impact-driven properties serving communities in need. He is now leading the Proactive Sustainable Bond Fund, a social impact initiative designed to help investors create both financial returns and meaningful change in the world. Learn more about your ad choices. Visit megaphone.fm/adchoices
For many women, the word “millionaire” can still feel uncomfortable. Not just financially, but culturally. Many of us weren't raised to imagine ourselves as wealthy, powerful, or building seven-figure net worths.My guest today wants to change that.Bola Sokunbi is the founder and CEO of Clever Girl Finance, one of the largest financial education platforms for women in the U.S. She's a Certified Financial Education Instructor, a six-time bestselling author, and her newest book is Clever Girl Millionaire.What I appreciate about Bola's approach is that she doesn't frame wealth as a quick win or a social-media highlight reel. Instead, she focuses on the real path to building wealth: intentional decisions, consistency, and the courage to think bigger about what's possible.Bola's own story is deeply personal. She grew up in a Nigerian immigrant household where resilience and sacrifice were part of everyday life. Her mother left a successful career as an investment banker in Nigeria and came to the U.S. to start over as a nanny so her children could pursue opportunities here.That experience shaped how Bola thinks about money, opportunity, and something we explore deeply in this conversation: legacy.Because wealth isn't just about reaching a number in your bank account. It's about asking bigger questions:What do you want your money to represent? Who do you want it to help? What changes because you existed?In this episode, Bola and I discuss:• Why the word “millionaire” still intimidates many women • How to build wealth even if you're starting from debt or living paycheck to paycheck • The mindset shifts required during uncertain economic times • Navigating family obligations and financial pressure, especially in immigrant households • And why legacy isn't just about money — it's about impact.Bola's Website: https://clevergirlfinance.comBola' New book: https://www.clevergirlfinance.com/clever-girl-millionaire/ Hosted on Acast. See acast.com/privacy for more information.
Real estate isn't a hobby—it's a high-stakes professional sport.If you are an ambitious new agent feeling overwhelmed, broke, or like an "imposter," this episode is for you. Chris sits down with his "Franchise Player," Belle Tunstall, who went from crying in her car with a failing engine to being named one of the Top 30 agents under 30 in the world. She explains exactly how she translated her background as an elite college athlete into a real estate career that consistently clears 65+ transactions a year.What You'll Learn:How to turn a single closing into 13 pieces of high-authority content so you look like a market leader even when you're a "nobody."Why elite "Franchise Players" hunt for low-stakes showings and rentals early on to master the mechanics while the average agent is "too good" to work.How to stop "Tokyo Drifting" into your 9:00 AM meetings and start prepping for a listing appointment like it's a National Championship game.Belle's strict rules for protecting her headspace and why she refuses to play "defense" against client texts before 8:30 AM.The High-Volume One-Two Punch: When to stop doing everything yourself and how to hire a "Showing Partner" to explode your transaction count past 65+ a year.Connect with Belle:@buy_w_bellebelle.tunstall@thereduxgroup.comHit Chris up: Facebook - https://www.facebook.com/ChrisCraddockBusiness/Instagram - https://www.instagram.com/craddrock/RESOURCES:
Unlocking the 7 Pillars of Wealth with Kevin WhelanIn this episode, we're joined by Kevin Whelan, Founder of Wealth Builders, to explore the Seven Pillars of Building Wealth and how property investors can grow their portfolios using smarter, alternative strategies.Kevin shares his proven framework for creating long-term financial freedom — not just through property, but by building multiple aligned income streams that support sustainable growth. If you're looking to scale your portfolio, reduce reliance on a single income source, and build wealth more strategically, this episode is packed with practical insights.
What are some common things that hold people back from building wealth? What can you do to avoid or counter these things, and how can you build wealth? On this week's episode of the Crushing Debt Podcast, Shawn & George talk about ten things that typically hold people back from building wealth and what they can do about it, including: Lifestyle Creep / Inflation Confusing consumption with investing High Interest Debt Lack of clarity / not knowing your numbers Avoiding discomfort, or being comfortable in the discomfort No savings for emergencies Comparison / Keeping up with the Joneses / Ego Waiting for the right time Helping everyone else before you're stable Mindset Let us know if you enjoy this episode and, if so, please share it with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros Podcast, host Micah Johnson interviews Caleb Keys, a successful real estate investor with a unique journey that began in China. Caleb shares his experiences in the real estate industry, emphasizing the importance of relationships, mentorship, and financial literacy. He discusses how he transitioned from managing hostels in China to investing in real estate in Indianapolis, focusing on building wealth and revitalizing communities. The conversation highlights the significance of education, taking action, and finding the right team 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 —--------------------
In this episode of Stuff About Money They Didn't Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC® begin a two-part series on how wealth is actually built and why it often looks boring in real life. In Part 1, they tackle three common myths that derail people before wealth ever has a chance to compound. From the belief that wealth is built by luck or big breaks, to the assumption that it is reserved for the privileged few, to the misconception that a high income guarantees financial success, Erik and Xavier unpack the cultural narratives that cause people to quit too early. Drawing on research, real-life stories, and years of experience in financial planning, they explain why wealth is more accessible than most people believe but slower than most people expect. They emphasize that financial success is less about flashy wins and more about mindset, discipline, and intentional decision-making over time. If you have ever felt behind, discouraged, or tempted to chase the next big move, this episode reframes what real wealth-building looks like and sets the stage for Part 2, where they reveal the three ingredients that consistently build lasting wealth. Episode Highlights: Erik mentions that the episode was inspired by conversations at a business conference about what leads people to grow wealth and the myths they tell themselves along the way. (01:30) Erik discusses the idea that wealthy people made their money overnight through one big deal or a viral moment, noting these are exceptions rather than the rule. (06:40) Xavier shares that the average age of a successful business founder is 45, and how that statistic brought visible relief to a business owner who feared she was too late. (10:55) Erik mentions that eight out of ten wealthy people are first-generation, meaning wealth is more accessible than most believe, but requires patience and consistency. (16:20) Erik defines wealth as optionality: having low debt, financial margin, and the freedom to use money for what is most important rather than being backed into a corner. (21:35) Xavier discusses the discouragement that comes when progress feels invisible, reminding listeners that wealth is forming beneath the surface long before the outside world sees it. (26:10) Xavier shares the bonus myth that a high income is required to build wealth, and Erik shares the story of a woman who built a five-million-dollar estate while never earning much money. (29:30) Key Quotes: “Experience and industry familiarity were more important than just pure intelligence when it comes to building wealth. It's a slow grind sometimes to build wealth. It's not overnight.” - Erik Garcia, CFP®, ChFC®, BFA™ “If you're following the right processes, if you're taking the right steps of what it leads to be successful, then it's going to come with time.” - Erik Garcia, CFP®, ChFC®, BFA™ “ Wealth is built in the gaps between what you make and what you keep, and the behavior matters more than the income alone.” - Xavier Angel, CFP®, ChFC®, CLTC® Resources Mentioned: Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC®, CLTC® Plan Wisely Wealth Advisors
Long-term care is one of the biggest unknowns in retirement planning. While many physicians can estimate their retirement spending, it's much harder to predict if, and for how long, long-term care will be needed.In this episode, Elisa breaks down the real costs of long-term care, how long most people actually need care, and whether long-term care insurance makes sense for physicians.Learn about:What counts as long-term care and typical costsHow long people usually need long-term careThe difference between self-insuring and buying long-term care insuranceHow long-term care insurance works—and its major downsidesWho long-term care insurance may make sense forThis episode offers a practical, non–fear-based framework to help you decide how long-term care fits into your overall retirement plan. To look at current cost of long-term care at different locations in the United States, check out https://www.carescout.com/cost-of-carePlease subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
In this episode of Stuff About Money They Didn't Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC® begin a two-part series on how wealth is actually built and why it often looks boring in real life. In Part 1, they tackle three common myths that derail people before wealth ever has a chance to compound. From the belief that wealth is built by luck or big breaks, to the assumption that it is reserved for the privileged few, to the misconception that a high income guarantees financial success, Erik and Xavier unpack the cultural narratives that cause people to quit too early. Drawing on research, real-life stories, and years of experience in financial planning, they explain why wealth is more accessible than most people believe but slower than most people expect. They emphasize that financial success is less about flashy wins and more about mindset, discipline, and intentional decision-making over time. If you have ever felt behind, discouraged, or tempted to chase the next big move, this episode reframes what real wealth-building looks like and sets the stage for Part 2, where they reveal the three ingredients that consistently build lasting wealth. Episode Highlights: Erik mentions that the episode was inspired by conversations at a business conference about what leads people to grow wealth and the myths they tell themselves along the way. (01:30) Erik discusses the idea that wealthy people made their money overnight through one big deal or a viral moment, noting these are exceptions rather than the rule. (06:40) Xavier shares that the average age of a successful business founder is 45, and how that statistic brought visible relief to a business owner who feared she was too late. (10:55) Erik mentions that eight out of ten wealthy people are first-generation, meaning wealth is more accessible than most believe, but requires patience and consistency. (16:20) Erik defines wealth as optionality: having low debt, financial margin, and the freedom to use money for what is most important rather than being backed into a corner. (21:35) Xavier discusses the discouragement that comes when progress feels invisible, reminding listeners that wealth is forming beneath the surface long before the outside world sees it. (26:10) Xavier shares the bonus myth that a high income is required to build wealth, and Erik shares the story of a woman who built a five-million-dollar estate while never earning much money. (29:30) Key Quotes: “Experience and industry familiarity were more important than just pure intelligence when it comes to building wealth. It's a slow grind sometimes to build wealth. It's not overnight.” - Erik Garcia, CFP®, ChFC®, BFA™ “If you're following the right processes, if you're taking the right steps of what it leads to be successful, then it's going to come with time.” - Erik Garcia, CFP®, ChFC®, BFA™ “ Wealth is built in the gaps between what you make and what you keep, and the behavior matters more than the income alone.” - Xavier Angel, CFP®, ChFC®, CLTC® Resources Mentioned: Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC®, CLTC® Plan Wisely Wealth Advisors
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
Alex Morton has seen every side of success — early wins, massive income, public stages, and personal collapse. In this episode of Right About Now, Ryan Alford talks with Alex Morton about the real journey from a broke college kid to multimillionaire, and why the moments no one sees matter more than the highlights. Alex opens up about: Making his first million at 24 — and what it didn't fix Losing nearly everything after peak success Why network marketing works and why it gets a bad reputation How honesty beats hype in sales and leadership Why confidence and self-image determine outcomes What crypto and financial education really represent How success changes as life evolves This episode is raw, reflective, and grounded — a reminder that the journey is never linear. Host & Guest Info Ryan Alford Host, Right About Now Instagram: https://www.instagram.com/ryanalford Website: https://ryanisright.com Alex Morton Speaker, Author, Entrepreneur Instagram: https://www.instagram.com/alexmortonmindset YouTube: Alex Morton Mindset
In this episode, LaKiesha Tomlin, a former aerospace defense engineering leader, shares how she transformed her personal journey into investing into a mission to help others understand and participate in the stock market. Her interest was sparked during the 2008 financial crisis, and over several years she educated herself, overcame fear, and began investing with small, intentional steps. What started as a desire to better manage her own finances grew into a framework she now teaches—one rooted in consistency, practical learning, and building confidence through understanding rather than chasing quick results. The conversation explores the emotional and psychological barriers many professionals—especially women—face when approaching investing, from fear of losing money to believing they must "know everything" before starting. LaKiesha explains how simplifying complex concepts, committing just 30–60 minutes a day to learning, and focusing on clarity over fast profits can create lasting financial empowerment. She also emphasizes her philosophy of helping people become independent decision-makers, not lifelong followers, and reframing market shifts as opportunities to think strategically and build long-term confidence. Connect with LaKiesha:Website: www.lakieshatrades.com LinkedIn: LaKiesha Tomlin, MBA Instagram: @chartconfidence YouTube: LaKiesha Tomlin Let's keep the conversation going!Website: www.martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest Watch my TEDx talk: www.martaspirk.com/keynoteconcerts If you're a cultural catalyst, what got you here won't get you there. Cultural change happens through peers at your level — not through previous cycles of friends, mentees, or employees. Join our free masterclass: The Science-Backed Secrets to Activate Your Legacy as a Cultural Catalyst Without Burnout Register at activateherlegacy.com.
On this episode of The Ty Brady Way, Ty sits down with Greg Mohr, franchise consultant, Founder of Franchise Maven, and two-time Wall Street Journal bestselling author. Greg has spent 12 years guiding over 260 entrepreneurs through the franchise evaluation process, helping them open more than 500 successful territories, and he does it all working just 10 to 15 hours a week. Ty and Greg bust one of the biggest myths in franchising right out of the gate: that it's only for people with deep pockets looking to open a McDonald's or Chick-fil-A. Greg breaks down how franchising stretches across nearly every industry imaginable, from electrical services and senior care to crime scene cleanup, with many opportunities requiring as little as $20,000 down and manageable part-time hours. He also shares his signature 10-Operator Rule, a simple framework that takes 10 hours, costs nothing, and eliminates 60% of bad franchise opportunities before you risk a dime. Greg's core message is one Ty connects with deeply: build for alignment, not just income potential. The right franchise that plays to your natural strengths will outperform a bigger investment that doesn't fit you every single time. If you've ever wondered whether owning a business is actually within reach, this episode is for you. Pick up Greg's book, Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used for Building Wealth, and connect with him at franchisemaven.com or greg@franchisemaven.com. As always, we would like to hear from you! Email us at thetybradyway@gmail.com Or DM us on Instagram @thetybradyway
Welcome back to Impact Theory with Tom Bilyeu. In today's episode, we're joined by economist Peter St-Onge, whose remarkable journey began with early investment success, only to be wiped out in the 2000 dot-com crash and lead him to reinvent himself as a bartender in Japan and eventually earn a PhD in economics. Together, Tom Bilyeu and Peter St-Onge dive deep into the mechanics behind market booms and busts—from dot-com to the rise of AI—exploring how economic forces like Federal Reserve policies, tariffs, regulations, and the ever-controversial debate between Keynesian and Austrian economics shape our financial landscape. You'll hear Peter St-Onge break down why asset holders consistently come out ahead, discuss the looming threats and unlikely contenders to the US dollar as the world's reserve currency, and weigh in on the real impact of government intervention. If you've ever wondered how to invest wisely in today's volatile market, see through the headlines, or navigate a system that seems rigged for the rich, this episode offers rare clarity—and actionable advice—for surviving and thriving in uncertain times. Stay tuned as we untangle the web of economic forces affecting us all and provide the insights you need to make legendary moves. Follow Peter St-Onge:X (Twitter): https://twitter.com/profstongeSubstack: https://profstonge.substack.com What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Quince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactBlocktrust IRA: Get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comAquaTru: 20% off your purifier with code IMPACT https://aquatru.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryPique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tom AI bubble, dot-com crash, Federal Reserve, interest rates, Austrian economics, Keynesian economics, money printing, inflation, stock market, business cycles, regulation, tariffs, US national debt, global reserve currency, gold standard, BRICS currency, quantitative easing, asset values, K-shaped economy, boom-bust cycle, deglobalization, trade barriers, manufacturing in the US, economic forces, store of value, economic recession, liquidity, federal government spending, bailouts, central banking Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when a wealth manager applies institutional discipline and global insight to hospitality investing? In this episode of Sharkpreneur, Seth Greene interviews William Huston, Founder and General Partner at Bay Street Hospitality, who discusses his journey from a call center business to creating global hospitality-focused funds designed to deliver high yields through quant-driven strategies. William shares deep insights into hospitality investment, covering topics from student housing in Hong Kong to tourism growth in India, and how his firm's data-driven approach maximizes returns for institutional investors. He explains how combining local market intelligence, government partnerships, and strategic acquisitions has enabled Bay Street to scale rapidly while maintaining high-quality service for asset owners, operators, and developers worldwide. Key Takeaways:→ Long-term success depends on backing proven operators and developers—not just attractive properties. → Student housing shortages in Hong Kong, India's tourism boom, and Australia's Olympic-driven infrastructure investments all represent distinct, time-sensitive market drivers. → The same disciplined frameworks used in wealth management, including risk assessment, alignment, and scalability, can be successfully applied to hospitality. → Hospitality is an experience-driven business, shaped by human connection, culture, and memory. → Growth should align with life priorities. In 2018, William Huston founded Bay Street Hospitality, where he currently serves as General Partner. Bay Street started as a call center based in El Salvador, structured as an LLC, serving his own investment fund rather than other companies' clients. The firm operates globally across public and private markets and applies a proprietary quantamental investment framework that integrates quantitative scoring models with fundamental underwriting discipline and targets hospitality operators, developers, and asset owners, offering equity, credit, and hybrid capital solutions. In May 2025, Huston launched a $430 million hospitality investment fund aimed at combining financial returns with positive social impact, targeting underinvested hotel markets globally, with a particular emphasis on India's fast-growing tourism sector. Connect With William:Website: https://www.baystreethospitality.com/LinkedIn: https://www.linkedin.com/in/huios/
What happens when a wealth manager applies institutional discipline and global insight to hospitality investing? On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews William Huston, Founder and General Partner at Bay Street Hospitality, who discusses his journey from a call center business to creating global hospitality-focused funds designed to deliver high yields through quant-driven strategies. William shares deep insights into hospitality investment, covering topics from student housing in Hong Kong to tourism growth in India, and how his firm's data-driven approach maximizes returns for institutional investors. He explains how combining local market intelligence, government partnerships, and strategic acquisitions has enabled Bay Street to scale rapidly while maintaining high-quality service for asset owners, operators, and developers worldwide. Key Takeaways: → Long-term success depends on backing proven operators and developers—not just attractive properties. → Student housing shortages in Hong Kong, India's tourism boom, and Australia's Olympic-driven infrastructure investments all represent distinct, time-sensitive market drivers. → The same disciplined frameworks used in wealth management, including risk assessment, alignment, and scalability, can be successfully applied to hospitality. → Hospitality is an experience-driven business, shaped by human connection, culture, and memory. → Growth should align with life priorities. In 2018, William Huston founded Bay Street Hospitality, where he currently serves as General Partner. Bay Street started as a call center based in El Salvador, structured as an LLC, serving his own investment fund rather than other companies' clients. The firm operates globally across public and private markets and applies a proprietary quantamental investment framework that integrates quantitative scoring models with fundamental underwriting discipline and targets hospitality operators, developers, and asset owners, offering equity, credit, and hybrid capital solutions. In May 2025, Huston launched a $430 million hospitality investment fund aimed at combining financial returns with positive social impact, targeting underinvested hotel markets globally, with a particular emphasis on India's fast-growing tourism sector. Connect With William: Website: https://www.baystreethospitality.com/ LinkedIn: https://www.linkedin.com/in/huios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
How much do physicians actually need to retire comfortably? If you've heard numbers like $4 million—or more—and felt overwhelmed, you're not alone.In this episode, we break down where these retirement numbers come from, why physicians tend to think they need significantly more than the average American, and how to calculate a retirement target that actually fits your life.Using data from Medscape, Northwestern Mutual, and the U.S. Census Bureau, we explore income differences, spending expectations, taxes, and the realities of retiring as a physician, especially if you're considering early retirement.What You'll Learn in This Episode:What physicians report needing for retirement and how that compares to the average AmericanWhy higher income doesn't automatically mean you need more to retireHow delayed earnings and fewer high-income years affect physician retirement planningWhy retirement planning is really about spending, not just net worthHow taxes change your true retirement numberThe role of lifestyle choices and flexibility in determining how much is “enough”What to consider if you want to retire before age 60, including healthcare costsA better question to ask instead of “What's my retirement number?”Key Takeaway:There is no single “right” retirement number for physicians. Your retirement target depends on your spending, lifestyle goals, taxes, and timeline—not what other doctors are doing.Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Today we're bringing you a special edition of the podcast focused on the state of the U.S. economy and what it means for your money right now.Mosheh is joined by Nicole Lapin, host of the Money Rehab podcast and creator of the Money News Network and Private Wealth Collective, to unpack big-picture economic topics: the affordability crisis, whether we're in an AI bubble, credit card debt strategies, tariffs and inflation, and what the Fed's next moves could mean for borrowers and savers alike.Nicole also answers some of your biggest financial questions: Trump accounts and 529 plans, long-term planning strategies, renting versus buying, and raising financially responsible kids.We incorporate a number of your questions from the Mo News Premium community. For more conversations like this one, join today at mo.news/premium.
What does it really take to build wealth through discipline, strategy, and long-term thinking—while still creating meaningful impact? In this episode, Syama Bunten sits down with third-generation entrepreneur, C-level executive, and angel investor Dawn Dobras, whose career spans fashion retail, creative industries, and board leadership. Dawn shares how early lessons in financial literacy, competitive drive, and strategic planning shaped her rise from an entry-level role in fashion retail to investing in and mentoring female and diverse founders. This conversation isn't about flashy wins. It's about building financial security early, thinking like an operator, and using wealth as a tool to empower others and create lasting change. Key Topics: Chasing the entrepreneurial spirit from a very young age Maxing out the 401k as early as possible It's never too late to start investing and learning more about it Being a conversation starter about investing among women peers Owning your expertise and fully realizing your potential Getting more savvy about the investments you make Teaching kids to be productive and to always be moving forward every day Creating a butterfly effect to help others harness their power for exponential change Connect with Dawn online: Website: https://www.capitalf.vc/ LinkedIn: https://www.linkedin.com/in/dawndobras Instagram: @dawndboras Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons/ Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com
Are you a new agent tired of the "hamster wheel" and ready to actually hit those six-figure goals? In this power-packed replay, Chris sits down with top-producer Jon Smith to dissect exactly how he closed a staggering $34 Million in volume during his first two years in the business. Jon doesn't have a secret database or a magic wand-he had a system. He explains why your background (whether it's ministry, sports, or corporate) is your greatest asset and how to translate your past experiences into massive real estate momentum. What You'll Learn: Why outworking your doubts is more effective than waiting for "motivation."Jon breaks down the exact 5-point system he used to gamify his productivity and ensure he only focused on income-producing activities.How to identify whether your current bottleneck is a Belief, a Skillset, or a Character Trait.Shift your mindset from "closing a prospect" to "leading a client" to win in a post-trust era.Why you need a "NASCAR team" of mentors and how to find them to compress your learning curve from years to months.Connect with Jon:▶ Twitter: @iamjonathansmConnect with Chris:
We'd love to hear from you. What are your thoughts and questions?In this conversation, Allen Lomax interviews Jose Berlanga, a seasoned real estate investor, about the principles of building lasting wealth through real estate. They discuss the importance of land selection, the unique value of land as an asset, and the cultural and emotional significance of real estate. Jose shares insights on starting small in investments, understanding property potential, and the long-term mindset required for success. The conversation emphasizes that true wealth is built through patience, discipline, and a focus on generational returns.Main Points:Building wealth requires a long-term mindset.Land selection is crucial for real estate success.Real estate can hedge against inflation.Cultural and emotional values influence land investment.Start small and understand your investment objectives.Research local economic trends for better investment decisions.Investing in transitional neighborhoods can yield returns.Risk management is essential in real estate.True wealth is generational, not just financial.Integrity and ethics are vital in real estate.Connect with Jose Berlanga:https://joseberlanga.com/books/https://www.linkedin.com/in/jose-berlanga-900a9518/https://www.facebook.com/authorjoseberlangahttps://www.instagram.com/authorjoseberlanga/
High-income doctors often assume that earning more money will naturally lead to wealth—but for many physicians, that never happens. In this episode of the White Coat Investor Podcast, bestselling author David Bach explains why simple, automatic money systems consistently outperform willpower, budgeting, and complex investing strategies. We break down the core ideas behind The Automatic Millionaire, including why automation matters more than motivation, which investments work best for busy professionals, and how small, consistent decisions compound into real wealth over time. We also clarify the often-misunderstood Latte Factor, explaining what it really means—and what it doesn't—especially for high earners who already save a significant amount. This episode applies these concepts directly to doctors, exploring why many physicians still struggle financially despite strong incomes, delayed gratification, and long careers. We discuss the behavioral traps unique to medicine, why simplicity wins, and how automation removes emotion from investing decisions. We also cover a bold proposal to simplify retirement saving in the U.S., the challenge many retirees face when it's time to start spending their money, and a personal story from David about how a temporary move abroad unexpectedly turned into a permanent life change. If you're a doctor, dentist, or high-income professional looking for a clear, practical, and proven approach to building wealth without obsessing over money, this episode lays out a system that actually works. Locumstory.com is a free, unbiased educational resource about locum tenens – it's not a staffing agency. They help answer your questions about the how-to's of locum tenens work on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Locumstory.com is where you should go to find out if locums makes sense for you and your career goals. Locumstory is unique because it's more of a peer-to-peer platform, with real physicians sharing their experiences and stories – both the good and bad – about working locum tenens – hence the name, "Locum-story." See for yourself on their self-service platform with no obligation. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com TikTok: https://www.tiktok.com/@thewhitecoatinvestor Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 00:00 Why Simple Money Systems Matter More Than Income 01:58 Why Automation Beats Willpower With Money 03:10 The Automatic Millionaire Explained 12:47 The Best Automatic Investments for Busy Professionals 19:41 The Latte Factor: What It Really Means 26:00 Why High-Income Doctors Still Struggle Financially 35:41 How a Temporary Move Turned Into a New Life Abroad 42:15 A Radical Idea to Fix Retirement in America 50:00 Why Spending in Retirement Is Harder Than Saving
Welcome to the Lenders Playbook Podcast with Matt Rosen. In episode 102, we're joined by Darius Ross, a long-time American Lending Conference member who turns overlooked neighborhoods into profitable opportunities. Darius shares his journey in inner-city investing, the deals that shaped him, and the lessons most investors learn too late. We talk real deals, real risks, and how to find opportunities while making a real impact.
Why do physicians earning multiple six figures still feel financial pressure?In this episode, we talk about why a high income doesn't automatically lead to financial ease—and why many doctors feel stressed about money despite “doing everything right.” This isn't about budgeting harder or cutting out every joy. It's about understanding the real reasons behind that stuck, anxious feeling.In this episode, we cover:What it really means for high-income doctors to “feel broke”Lifestyle creep vs lifestyle expansion, and why doctors are especially affectedHow delayed gratification during training shapes spending habitsWhy taxes and payroll deductions make high salaries feel smallerThe difference between growing net worth and tight cash flowWhat actually helps: margin, flexibility, and values-based spending If this episode resonated, you're not bad with money—you're navigating a complex financial season with real responsibilities.Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Send a textIn this deeply moving and unfiltered conversation, billionaire philanthropist and investor Paul Hutchinson joins Richard C. Wilson for a Fireside Chat that transcends money. Paul shares how he went from building a $20M exit and launching a top-performing private equity firm to risking everything—his capital, reputation, and life—to fight child trafficking on the front lines.You'll hear firsthand how charity work reshaped his business vision, why healing and impact go hand-in-hand, and the story behind his real-life undercover missions in some of the world's most dangerous environments. This episode is about more than success—it's about significance.Highlights include:The $20M exit that launched his investing careerHow a call from the Attorney General changed everythingWorking with Tony Robbins and Angel StudiosLeading with courage and protecting the vulnerableThe deep link between legacy, healing, and capital.More at: FamilyOffices.comhttps://familyoffices.com/
In this throwback solo episode from the COVID days, Chris breaks down how smart investors are using tax law, retirement rollouts, and creative strategies to build massive wealth even without a pile of cash.You'll learn how to tap into your retirement accounts penalty-free, how to compare stock market vs. real estate returns the right way, and how to use depreciation and principal paydown to legally reduce your tax bill while stacking cashflow.Chris also shares his personal playbook for deciding whether to flip or hold, his favorite types of properties to invest in, and how to get started with no money and no experience using a simple strategy anyone can do from their car.Hit Chris up: Facebook - https://www.facebook.com/ChrisCraddockBusiness/Instagram - https://www.instagram.com/craddrock/RESOURCES:
Send us a textHow do you actually build wealth — not just in theory, but in real life? In this episode, CJ and Tom walk through a simple, practical framework veterinarians can use to make smarter financial decisions with less stress and more clarity.They break down how to assign a time horizon to each dollar, how to make sure money is accessible for real‑life needs, how to think about taxes in a strategic way, and how to evaluate risk beyond just investment volatility.Whether you're early in your career or approaching retirement, this episode helps you understand how to structure your finances so you can adjust, pivot, and stay flexible as life changes.Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5-part video course to review your finances and see where you could be doing better in your finances:5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment:Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice:Schedule a time-https://flveterinaryadvisors.com/contact-usInstagram-https://www.instagram.com/flveterinaryadvisors/Facebook-https://facebook.com/flvetadvisorsLinkedIn-https://linkedin.com/company/flvetadvisorsYouTube- https://www.youtube.com/@floridaveterinaryadvisors7665
Dave Holman shares how buy-and-hold real estate, strong operations, and impact-driven housing can create durable wealth and thriving communities.In this episode of RealDealChat, Dave Holman—real estate investor, broker, and property manager—walks through a grounded, real-world approach to building wealth through long-term ownership and responsible operations.Dave shares how a nontraditional path—from nonprofits and entrepreneurship abroad to real estate in Maine—shaped his philosophy around housing, community, and capital. We dive into scaling from a handful of units to 360+ units owned and managed, plus 180+ units under development, while keeping a strong focus on residents, retention, and operational discipline.We also explore Dave's work housing immigrants and refugees, why many assumptions about tenants are wrong, and how impact-focused housing can still outperform financially. On the tactical side, Dave breaks down some of the best low-hanging fruit for increasing NOI—including property tax appeals, insulation upgrades, heat pumps, and utility optimization.This is a thoughtful conversation about patience, fundamentals, and why buy-and-hold real estate remains one of the most resilient paths to long-term wealth.
Discover how Morgan DeBaun, CEO of Blavity and AfroTech, built her diverse income streams from the ground up. Whether you're starting with little or aiming to diversify your earnings, this episode offers actionable insights to grow your wealth. In this episode: Morgan shares her personal journey from investing at age 13 to building multiple income streams How to leverage your expertise for brand deals, speaking engagements, and consulting The importance of passive income through stocks, ETFs, and real estate Strategies for scaling and diversifying income based on your capital and time availability Practical tips for beginners to start their own income streams today Timestamps: 00:00 - Morgan introduces her nine streams of income and why they matter 01:00 - Starting early: Investing in stocks at age 13 and foundational money lessons 02:30 - Building wealth through W-2 salary, 401k, RSUs, and stock appreciation 04:00 - How Morgan secures brand deals with major tech companies and tips for becoming an expert 05:15 - Generating income via speaking engagements and training sessions 06:30 - Creating and selling educational workshops under the WorkSmart brand 07:45 - Monetizing content through Substack and book writing tips 08:30 - Rental properties as a long-term asset and passive income source 09:15 - Affiliate marketing and small-scale revenue streams 09:50 - Choosing income streams based on capital or time constraints 10:20 - Final thoughts: Building wealth with strategic diversification Resources & Links: Morgan DeBaun's Book: Rewrite Your Rules Blavity AfroTech AI mastery Training Passive Income Blueprint Twitter LinkedIn
Send us a textIn episode 287 of Beyond The Story, Sebastian Rusk interviews Holly McDonald, a passionate real estate agent and podcast host based in Orange County, California, as she shares her journey from working in TV production to becoming a successful real estate professional. Tune in to hear more about Holly's story and the insights she gained along the way.TIMESTAMPS[00:01:25] Transition from TV to real estate.[00:04:30] Luxury market in Orange County.[00:07:26] Podcasting as a community tool.[00:10:40] Preparing homes for real estate.QUOTES"So much of the market is outside of your control, but how you look at things and how you're able to help people and bring service to them is still always gonna be at the forefront." Holly McDonald"I believe that podcasting will radically change your life and your business if you let it." -Sebastian Rusk ==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram: https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabHolly McDonaldInstagram: https://www.instagram.com/realtorhollymcdonald/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airline miles when you use the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474
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How should Christians steward money in the end times without fear, greed, or confusion?In this episode of the Visibly Fit Podcast, I sit down with author and Bible teacher Steve Wohlberg to talk about biblical money stewardship and why financial wisdom matters now more than ever. Many believers struggle with the tension between preparing for the future and trusting God fully—especially when Scripture reminds us that Jesus is coming soon.We unpack how financial stress impacts mental health, physical well-being, and even relationships, and why ignoring money doesn't make us more spiritual. Steve shares why the Bible calls us to both be ready and occupy until Christ returns, and how wise financial decisions can actually bring greater peace, clarity, and freedom to serve others.If you've ever felt uneasy talking about money in church, overwhelmed by finances, or unsure how to plan while keeping your faith first, this conversation will give you practical insight and biblical encouragement you can actually use.Chapters:[00:00] Podcast Preview[01:25] Topic and Guest Introduction[05:05] Steve's Wake-Up Call About Retirement & Stewardship[09:39] The Interconnection of Health and Finances[12:27] Giving vs. Earning: Why Both Matter Biblically[14:12] How Steve Manages and Learn About Finance[16:40] Two Pillars of Truth[18:05] The Love of Money vs. Wise Stewardship[21:22] End-Times Economics: Buying, Selling & Control[23:10] Why Financial Peace Improves Longevity[25:16] Practical Steps for Financial Health[27:20] Investing Wisely for the Future[30:17] Building Wealth for Kingdom Work[33:45] The 10 Commandments & Financial Wisdom[37:40] Why This Book Is a Missionary Tool[39:30] Conclusion and ResourcesResources mentioned:Get your copy of Be Wise With Your Money in These End Times by Steve W. Wohlberg at White Horse Media's Website: whitehorsemedia.comJoin My Visibly Fit 7-Week Accelerator ProgramConnect with today's guest:Steve Wohlberg is the Speaker and Director of White Horse Media, a global ministry known for clear, Christ-centered biblical teaching. He is a television producer, radio host, international seminar speaker, and the author of more than 40 books covering a wide range of Bible topics.A Jewish Christian from Los Angeles, Steve holds a B.A. in Theology from La Sierra College and a Master of Divinity from Andrews Theological Seminary. Over the years, he has appeared on more than 500 radio and television programs and has been featured in History Channel and National Geographic documentaries, including Secrets of the Seven Seals, Strange Rituals: The Apocalypse, Armageddon Battle Plan, and Animal Apocalypse.Steve has also spoken by special invitation inside the Pentagon and the U.S. Senate. Deeply respected for his biblically grounded and Christ-centered approach, his ministry continues to reach audiences around the world with messages of truth, clarity, and hope.P.S. If you're just checking out the show to see if it's a good fit for you, welcome!If you're really serious about becoming Visibly Fit, you'll get the best experience if you download the worksheets available at https://wendiepett.com/visiblyfitpodcast.
In this banger episode, Chris breaks down the jaw-dropping new NAR data: 71% of real estate agents did zero transactions in 2025. If that doesn't light a fire under you, nothing will.Chris calls out the excuses, dismantles the lies agents tell themselves, and delivers a no-BS roadmap to rising above the 71% and finally building a business that prints both cash and long-term wealth.Whether you're new to the game or 10 years in, this episode will challenge you, inspire you, and give you the real blueprint to stop sucking — respectfully.What You'll Learn in This Episode:Why thinking you're working hard doesn't countThe difference between the “cash machine” and the “wealth machine” — and how to build bothThe only activity that matters if you're doing fewer than 2 deals/monthWhy branding, websites, and social media won't save youWhat Chris did when he had no listings, no leads, and no teamHow to prospect like a pro (even if you suck at it right now)Hit Chris up: Facebook - https://www.facebook.com/ChrisCraddockBusiness/Instagram - https://www.instagram.com/craddrock/RESOURCES:
Fear you'll never be able to invest in real estate because of money, credit, or bad timing? This single mom lost her house and had a 200 credit score, yet she was still able to rebuild her life and buy rental properties. If she can find a way to build wealth, so can YOU! Welcome back to the Real Estate Rookie podcast! Just months before the 2008 housing market crash, Sarah Weatherbee found herself unable to make her mortgage payments. So, she rented out her home, moved to Nicaragua, and lived off the rental income until the dust settled. Unfortunately, shortly after returning to the U.S., she lost her home. The silver lining? Although things hadn't panned out, Sarah had been given a small taste of what it's like to own a rental property—with someone paying down your mortgage for you—and was determined to own real estate again one day. And that's exactly what she did by buckling down, rebuilding her credit, and stashing away money for her next property. Fast forward to today, and Sarah has bought multiple properties with low money down. Stay tuned as she shares the investing strategy she uses to do it! In This Episode We Cover How Sarah rebuilt her credit and bought real estate again after losing her home Making over $130,000 in pure profit from ONE real estate deal The investing strategy that allows you to buy multiple properties with low money down When to move to another area of the country to invest in real estate The one reason why Sarah didn't quit real estate investing after failure And So Much More! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-671 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
If you've ever wondered what's the difference between just saving money versus creating wealth that actually matters, this conversation is for you. In this episode, I'm joined by Lauren Oschman, founder of Vestia Personal Wealth Advisors, who grew up watching her interventional cardiologist father work incredibly hard while struggling to balance wealth building with being present at home. That experience shaped her entire approach to financial planning, which she now brings to nearly 600 physician families across the country. We're talking about how to identify what actually matters to you financially, the myths that keep high-earning women from taking control of their finances, and why you don't need to have your act together before working with a financial advisor. Lauren and I discuss what financial advisors actually do beyond managing investments, the difference between saving money and strategically building wealth, and the biggest missed opportunities she sees among high earners. We get into practical strategies around tax planning over your lifetime, contract negotiation, and estate planning. We also talk about green flags and red flags when choosing a financial advisor and why dual physician households need different approaches to tax strategy. Whether you're just starting to think about wealth building or refining your financial strategy, this conversation offers insights and advice you can actually use. Get full show notes and transcript: www.pointmetofirstclass.com/financial-planning-wealth-building-lauren-oschman Want to shape the show? Take the Point Me To First Class listener survey and share what you love and want more of! Eager to learn the secrets of award travel so that you can turn your expenses into unforgettable experiences? Join the Points Made Easy course waitlist here: https://pointmetofirstclass.com/pointsmadeeasy