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When other agents slow down, you don't have to.Keep talking to people. Keep following up. Keep solving problems. Keep doing the work closest to the money.The harder the problem, the fewer people willing to solve it—and sometimes, the bigger the opportunity on the other side.In This Episode, You'll Learn:How Kelli went from survival mode to consistently closing dealsWhy “everything is figureoutable” became more than just a motivational phraseHow solving difficult real estate problems can create disproportionately large opportunitiesHow Kelli changed personally as her business began to changeWhy the fall and holiday season can be an opportunity to gain ground instead of an excuse to coastConnect with KelliPhone: 484-643-8758Hit Chris up: Facebook - https://www.facebook.com/ChrisCraddockBusiness/Instagram - https://www.instagram.com/craddrock/RESOURCES:
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Do you have to quit your job, become a full-time investor, or take huge financial risks to build wealth through real estate?Keith Gillispie challenges that idea with a story that is anything but an overnight success. As an active-duty Marine, Keith spent years serving overseas while trying to build a real estate investing business and remain present for his wife and children.In Part 1, Corwyn J. Melette and Keith get honest about what it really takes to build wealth while working full-time. They talk about the unrealistic picture of success often presented on social media, the importance of mindset, the sacrifices entrepreneurship can require, and why “work-life balance” may actually mean constantly adjusting where you place your time, energy, and focus.This isn't a conversation about getting rich quickly. It's about making intentional decisions that can create financial security without losing sight of what matters most.Key Takeaways:00:52 — Do you have to quit your job to build wealth through real estate?04:32 — Keith's journey into real estate investing while serving in the Marine Corps05:36 — How being away from his children changed Keith's priorities07:05 — Why Keith doesn't recommend immediately escaping your W-208:30 — The problem with social media and the way it portrays success09:26 — Why Keith says to “become a creator but not a consumer”10:40 — How your mindset can influence your financial growth12:18 — The tightrope analogy for understanding work-life balance13:45 — Why entrepreneurship requires sacrifice15:25 — Keith's core principle: keeping the most important thing the most important thing17:14 — Why wealth means little if you lose your health and relationships18:24 — Corwyn's perspective on being present and intentionalLegacy Building Takeaway:“Keep the most important thing the most important thing.” — Keith GillispieBuilding wealth isn't simply about how much money you can make. It's also about making sure the things you're building that wealth for don't become the things you sacrifice along the way.Connect with Keith:Website: www.reiautomated.ioLinkedIn: Keith Gillispie https://www.linkedin.com/in/keithgrei/Facebook: https://www.facebook.com/Keith.GillispieFree Course: playbook.reiautomated.io/?source=Keith&campaign=OFC Connect with Corwyn:Contact Number: 843-619-3005Instagram: https://www.instagram.com/exitstrategiesradioshow/FB Page: https://www.facebook.com/exitstrategiessc/Youtube: https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZAWebsite: https://www.exitstrategiesradioshow.comWebsite: https://www.exitlowcountry.com/Linkedin: https://www.linkedin.com/in/cmelette/Shoutout to our Sponsor: Mellifund Capital, LLCNeed funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.
What if some of your best real estate opportunities aren't traditional leads—they're people with problems you can actually solve?In this solo episode, Chris shares how he went from making $25,000 a year in ministry to finding his first real estate deals by literally knocking on the doors of homeowners facing foreclosure. He explains how massive imperfect action helped him get started, why distressed properties became a foundation of his real estate business, and how agents can apply the same principles today.Chris breaks down two major sources of opportunity: building deep referral relationships with professionals like estate attorneys, financial planners, divorce attorneys, and CPAs, and using curated data to identify homeowners who may be more likely to need real estate help. He also explains why better lists, better tools, and consistent follow-up can dramatically improve the effectiveness of your prospecting.In This Episode, You'll Learn:Why massive imperfect action can beat waiting until you know exactly what you're doing How distressed-property opportunities helped Chris build his real estate business How to build referral relationships with estate attorneys, financial planners, divorce attorneys, and CPAs How curated data can help you “hunt where the ducks are” instead of blindly cold callingHow to prioritize an existing database based on which contacts are most likely to sell The simple combination Chris recommends: referral partners + targeted data + working the list consistentlyConnect with Chris:Instagram: @craddrockFacebook: Chris Craddock BusinessRESOURCES:
This week, we're heading to Saint Maarten to sit down with an old friend from New Jersey who moved to the Caribbean 20 years ago to completely reimagine his life and career.We unpack a brief history of the island and dive into the real entrepreneurial opportunities waiting for bold Americans. From acquiring an investment property that doubles as a short-term rental to securing an international job transfer, we break down your best options under the sun.
At 93 years old, R.L. Borom can look back on a remarkable financial journey—but his serious investing and wealth-building education didn't begin until he was 82. After decades of trusting others with his money, he decided to educate himself and take control of his financial future.Joined by his son, R.T. “Todd” Borom, R.L. shares lessons about investing, ownership, financial education, and creating a legacy for the next generation.Together, they are the authors of How to Die Broke: You're Not Bad with Money. You're Being Played., a book that challenges the way we think about money, ownership, and building wealth. To purchase their book click this link: https://www.amazon.com/How-Die-Broke-Money-Played-ebook/dp/B0H2328DBG/ref=sr_1_1?crid=L5OQSPTJFWOB&dib=eyJ2IjoiMSJ9.U0JscIP1NM3YIUII0S0bAPDDqIASA4SkOnCf2aoTvQfAp5_yLIJPYS9yKAn1NSfusKNJas3-97hKKtxUav1gKSOvZ1kQaI2jMlrWHM3t5ozsKsdyGYmaQ80Z_SBCV9mU7aYOZfM3KGaQmDJiycRhT6q0myA6KTlc9wjzEc5Z2ZhIMYg8oF9M64nskvmzgZpjGukMEciqb782LywRaKivf0h9i_X0dLNHD9UwKszDybk.nt4P5QT9mjAx4QaDH-wvAK8ESHOjn9PVsOFqHvgUGjM&dib_tag=se&keywords=How+to+Die+Broke%3A+You%E2%80%99re+Not+Bad+with+Money&nsdOptOutParam=true&qid=1787251274&sprefix=how+to+die+broke+you%27re+not+bad+with+money%2Caps%2C353&sr=8-1
On Episode 954 of The Core Report, financial journalist Govindraj Ethiraj talks to Atul Chaturvedi, Director at Shree Renuka Sugars as well as Umesh Sharma, Chief Investment Officer - Debt at The Wealth Company Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:00) Will Indian Markets Hold Their Gains As US Treasury Yields Rise?(04:38) Did The Government Fail To Anticipate A Sugar Shortage, Leading To Prices Jumping And Imports Opened Up?(15:41) The US Treasury Is Openly Intervening In Bond Markets, Even As Gross US Debt Crosses $40 Trillion(24:09) What China's Humanoid Robots Can And Cannot Do(26:00) The Rise And Fall Of Asia's Second Richest Man As Chinese Real Estate Tycoon And Founder Of Evergrande Is Sentenced To Life In PrisonSign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
What if you had to pay someone to take your oil off your hands? It actually happened, and Colin opens this episode with that story, along with the eerie Tuesday layoffs that became a running fear across Calgary's oil patch.This kicks off a new series, the Energy Professionals Financial Playbook, looking at why so many people unknowingly tie their salary, investments, home value, and employer stock to the same cyclical industry.Colin also breaks down the real difference between rich and wealthy, and shares one simple question he asks clients that almost never gets answered with a number.
On Episode 953 of The Core Report, financial journalist Govindraj Ethiraj talks to Dr Kishore Jayaraman, OBE, Group CEO at UK India Business Council as well as Abhishek Bisen, Head of Fixed Income at Kotak Mutual Fund.SHOW NOTES(00:00) Stories of the Day(01:14) Why Indian Markets Are Drifting Down(04:46) The Govt Steps Up Incentives For Piped Natural Gas Consumers(07:06) Global Bond Markets Are Extremely Volatile, What That Means For India(16:36) Why The US Is Still The Most Resilient Export Market For India(17:09) A Month On, How Is The India-UK FTA Shaping Up And Early SignsSign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
Grace Belangia didn't build her startup ecosystem in Silicon Valley. She built it in Augusta, Georgia, a city with medical, military, and energy communities but no established tech community. On Getting Rich Together, host Syama Bunten talks with the cofounder and executive board member of Make Startups about her path from writing angel checks on her own to becoming an LP in a VC fund. Grace traces her money instincts back to her mother, an immigrant who taught her that saving and investing are two different things. That lesson followed her into a research role at a private equity firm in her twenties, where she saw firsthand how the investment world worked and started learning how capital actually moves. She talks through how she learned to angel invest through Pipeline Angels, what it took to learn the space through a six-month investing cohort, and why she eventually expanded from direct angel investing into funds run by managers she trusts. She also explains economic mobility through entrepreneurship and the philosophy she calls reserve and deploy. If angel investing for women feels out of reach, or you're curious about what it takes to become an LP in a venture capital fund, this conversation lays out the real path Grace took. Press play, then find a salon near you or grab a seat at the Wealth Catalyst Summit in San Francisco on October 16 at wealthcatalyst.com. Episode Breakdown: 00:00 Grace Belangia's Childhood in LA and Palo Alto 05:12 High School Years and Early Community Building 07:43 College, Political Science, and Career Uncertainty 10:49 Learning Finance Inside a Private Equity Research Desk 14:44 Marriage, the Navy, and the Move to Georgia 20:10 Founding a Startup Ecosystem in Augusta 23:07 Learning to Angel Invest Through Pipeline Angels 29:20 How Grace Became an LP in a VC Fund 33:39 Reserve and Deploy, Grace's Investing Philosophy 38:04 Economic Mobility, Legacy, and Building the Bridge Find more from Syama Bunten: Your money story may be shaping your financial life more than you realize. After hundreds of conversations with women at all stages of their financial lives, Syama distilled the questions that helped her understand her own patterns into The Money Story Reset, a free guide featuring five guided reflections and personal stories from her journey. Download The Money Story Reset and begin uncovering the beliefs behind your financial decisions. 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 Podcast production and show notes provided by HiveCast.fm
Have you ever had a single conversation completely change the way you think about money, work, and what's possible for your future? Most professionals assume building wealth through real estate requires starting early, having perfect market timing, or making zero mistakes along the way. In this episode, I sit down with Traci Capraro, a tech sales leader, single mom of two, and founder of Take a TraCation. We're unpacking how one unexpected tax appointment with her CPA became the catalyst for buying her first oceanfront beach condo, building a geographically diversified portfolio, and scaling a thriving co-hosting business across the Carolinas.We talk about:Transforming a tax obligation into real estate equity after her CPA gave her a wake-up call, leading to her first short-term rental purchase in Murrells Inlet, South Carolina.Navigating the messy realities of a "failed BRRRR," from managing high interest rates and HOA assessments to learning how to evaluate properties based on strict data rather than emotion.Mitigating coastal seasonality by intentionally diversifying into the mountains of North Carolina, successfully refinancing a college-town cabin within twelve months to fund further growth.Converting personal project documentation on social media into a co-hosting business, deploying a robust tech stack—including management platforms, PriceLabs, and Turno—to deliver five-star guest experiences.Re-engineering personal mindset through podcasts, books, and focused goal-setting, creating a resilient business model that models financial independence and entrepreneurship for her teenage sons.Traci pulls back the curtain on the day-to-day realities of balancing a demanding tech career with active real estate investing and co-hosting. You'll hear how she navigated difficult client conversations, established firm vendor standards, and built a diversified portfolio that smooths out year-round cash flow while protecting her Superhost status and her sanity.If you're wondering if it's too late to start investing, how to bounce forward after early missteps, or how to build a business that leaves a lasting legacy for your family, this conversation is your blueprint. Get ready to learn how to drop perfectionism and start leading your life and business with intention.HIGHLIGHTS AND KEY POINTS:[00:46] A short introduction about our guest Traci Capraro and how a career in tech sales and single motherhood led her to build a growing co-hosting business[02:16] Traci's tax surprise turns a tech career into a real estate investment journey across beach and mountain markets [04:57] How a simple conversation with Traci's CPA opened her eyes to the possibilities of real estate investing and completely changed the direction of her financial future[07:35] Traci reveals how choosing lifestyle-driven investments helped her build a diversified short-term rental portfolio[09:07] Traci shares the lessons she learned from her first real estate investment, which she describes as a failed BRRRR project[13:56] How Traci's first short-term rental and the right systems opened the door to her first co-hosting client[17:10] Traci opens up about the doubts and challenges that come with building a business, admitting that moments of uncertainty still happen—even as she continues to grow [20:12] Why choosing the right co-hosting clients has become essential to protecting Traci's business and reputation[23:35] Traci highlights why strong cleaning systems, communication, and backup plans are critical to delivering a consistent guest experience[27:28] Traci reflects on how real estate investing and entrepreneurship transformed her mindset around wealth and what's possible[29:55] Traci shares how personal growth, positive influences, and involving her children have shaped her entrepreneurial journey[36:39] The lightning round Golden Nuggets:“Having a diversified portfolio is a way to protect ourselves from risk.”“One of the smartest things I ever did was invest in a coaching program because that coaching program taught me how to create the foundation, technology, and operations.”“If I had to start over again, I would do co-hosting in a heartbeat.”“Pumpkin planning is you pulling clients out of your business that are no longer a fit that may be costing you effort, energy, resources, so that you can go and find a right fit client for you.”“Look in the mirror and be your biggest cheerleader instead of your biggest critic.”Let's Connect: Instagram : https://www.instagram.com/takeatracation/Website : https://takeatracation.com/Enjoyed the show? Subscribe, Rate, Review, Like, and Share!
On Episode 952 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India. We also feature an excerpt from our Special Edition featuring Kaushlendra Sinha, CEO at IAGES.SHOW NOTES(00:00) Stories of the Day(01:20) Oil Prices Inch Up Further, Dampen Mood In Indian Markets(02:43) Nifty50 Companies Report 10-Quarter Growth High Of 18%(06:02) NSE IPO Could Be Valued At $55 Billion, Making It One Of Biggest In World(10:17) How An Industry Initiative To Create A Standard For Gold Is Gaining Acceptance Across India(20:08) Why Is Dope Testing For India's Airline Pilots' Frontstage Right NowSign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
Black America is facing a financial crisis that goes far beyond income. Dr. Wes Bellamy joins Anthony O'Neal to unpack the troubling data surrounding Black unemployment, education, savings, earnings and homeownership.With the median savings for Black men sitting at just $2,200, one emergency could wipe out everything. Anthony and Dr. Bellamy discuss why Black men and women need each other financially, what is driving young Black men away from education and employment, and how discipline, strategy and ownership can create a different future.They also confront the online narratives discouraging homeownership and explain why protecting assets, increasing earning power and building together are essential to creating financial freedom for the next generation.Download and read Dr. Wes Bellamy's report: The Economic State of Black Men and Boys in the United StatesKEY POINTS00:00 Introduction03:07 The Unemployment, Education and Financial Statistics That Alarmed Him Most06:56 Why Black Men and Women Must Work Together to Build Financially Stable Households08:56 Why $2,200 in Median Savings Is Not Enough to Survive a Real Emergency13:40 The Declining Presence of Black Men in Higher Education and Why College Still Matters19:50 Where Young Black Men Are Going When They Are Disconnected From College, Trades and Work24:01 How Insecurity and the Path of Least Resistance Prevent Men From Progressing28:00 The Racial Earnings Gap and Four Moves Black Men Can Make to Increase Their Earning Power33:09 The Habits, Discipline and Sense of Purpose That Position People to Earn More42:26 Why Closing the Black Homeownership Gap Is Essential to Building Wealth and LegacyQUOTES “Brother, you got to figure out a way to be able to be sustained, and then how to thrive even in the midst of this chaos.” – Dr. Wes Bellamy“What we can do is equip ourselves with the information, the knowledge to be able to eventually either thrive in where you are—that may not be fair—or figure out how to go and start your own thing.” – Dr. Wes Bellamy“The quickest way for us to devalue ourselves is to give away our financial pathways to freedom.” – Dr. Wes BellamyGUEST RESOURCESDr. Wes BellamyIG | https://www.instagram.com/dr.wesbellamy/ ABOUT ANTHONY ONEAL:Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.
Most real estate agents know what they should be doing. Make the calls. Follow the schedule. Track the numbers. Have the uncomfortable conversations.So why do so many agents stay stuck?In this episode of the Uncommon Real Estate Podcast, Chris sits down with Kevin Franklin, a military veteran, real estate investor, and licensed agent in DC, Maryland, and Virginia, to talk about the shift that changed the trajectory of Kevin's career.Kevin shares how he went from accidentally becoming a landlord to intentionally building a real estate portfolio—and some of the painful lessons he learned along the way. But the biggest lesson was about fear, identity, and action: once Kevin changed his identity, committed to a schedule, started time blocking, consistently made the calls, and focused on bringing value to people, his momentum began to change.Connect With Kevin:Phone: (240) 642-8213Email: kevin.franklin@thereduxgroup.comConnect with Chris:Instagram: @craddrockFacebook: Chris Craddock BusinessRESOURCES:
On Episode 951 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director–India & ASEAN Automotive Market at S&P Global Mobility as well as Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories of the Day(01:18) Markets Stay Down As Oil Prices Wait For War Developments(04:11) The Rupee Fell To Its Weakest Level In Two Weeks On Monday(06:32) Why Did The RBI Close The FCNR Deposit Window So Suddenly?(17:16) A Top Govt Official Makes An Open Case For Bringing In E10 Fuel, As Opposed To E20 Which Consumers Are Upset About.Sign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 950 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Research Director at Counterpoint Research as well as Suvendu Bose, Partner at Grant Thornton Bharat LLP.SHOW NOTES(00:00) The Take(04:12) Foreign Investors Will Have It Easier To Buy Indian Stocks(05:44) Trump Quips Strait Of Hormuz To Be A US Territory(09:43) Why The Rs 10k Smartphone Might Be History(21:02) What India Needs To Do To Score In The Critical Minerals RaceSign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
According to LaVisse Smith, it's the people, the plan, the discipline, and the willingness to do more.After spending more than 25 years working at the intersection of sports, branding and championship excellence—including work with HBCU athletic programs, Converse, Jostens and championship organizations—LaVisse brings those lessons into entrepreneurship through Urban Knight Group.In this episode, we talk about the championship mindset, necessity entrepreneurship, why so many entrepreneurs struggle to build sustainable businesses, hiring the right people, financial discipline, real estate, and what it really takes to build something that can create generational wealth. And LaVise doesn't sugarcoat entrepreneurship.
What if the ultimate "it girl" glow-up wasn't a new skincare routine or aesthetic morning ritual—but becoming financially confident? If you've ever felt intimidated by investing, confused by credit cards, guilty every time you spend money, or like everyone else somehow understands finances better than you, this episode is for you. Holly O'Neill, President of Retail Banking at Bank of America, returns to The Everygirl Podcast to break down what financially confident women do differently—and why building wealth has less to do with how much you make and more to do with the habits, mindset, and systems you build over time.You'll learn:The habits financially confident women practiceHow to stop feeling guilty about spending moneyThe difference between saving money and building wealthThe mindset shifts that separate wealth builders from everyone elseHow to make your money work harder for youThe 50/30/20 Budgeting RuleThe simple wealth-building habits to start in your 20s, 30s, or beyondHow rewards programs, AI, and financial tools can help you maximize your moneyOn September 10th, The Everygirl is hosting Financial Glow-Up: Building Wealth Without Burnout, an event powered by Bank of America to celebrate the launch of their new loyalty program BofA Rewards™. It's an evening all about movement, money, and mindset. Holly and Josie will go even deeper into what it really looks like to build wealth without burnout. Sign up using this link: https://bit.ly/45sxyOuThis episode is brought to you by Bank of America. While they sponsor this conversation, all opinions are our own.For Detailed Show Notes visit theeverygirlpodcast.com Hosted on Acast. See acast.com/privacy for more information.
This episode is about what happens after the spiritual underworld. About the woman who went down, took on the lessons nobody up the line was willing to take on, and came back up carrying something. And about what she is supposed to do with it.The Vessel is open. A year of live, personal work building the structure your family draws from — the membership, the income, and the portion of it that is left to compound.→ Come and see The VesselI saw a quote — I didn't build this for me, I built this so that you can breathe.There has been a lot of noise lately about parents who keep providing for their adult children, and a lot of disdain aimed at them. What I hear underneath that disdain is survival. A parent who has run out of energy will always find a reason why the running out was necessary — it made me stronger, it will make them stronger — and will call the exhaustion a virtue.I don't agree with it. If you have been down into the Spiritual Underworld, if you know what it is to be unable to breathe, you would never wish that on anyone, least of all the people who came out of your own body.The excuse dressed as a lesson. I had to do it, so you should have to do it too. Where that comes from, and why it is a lower form of consciousness rather than a moral position.The alchemical marriage. The animus rising as provider and protector — and why a woman with her inner masculine activated will simply not tolerate the idea of her children being sent out into the world with nothing.Why survival closes the portal. A woman forced into toxic masculine energy, pulling her weight, giving and giving and giving, no longer has access to the divine. And she is the one who was meant to hold the vision for everybody. Her family contracts instead of expanding, and nobody understands why.Energy that doesn't run out. The difference between the mother who is burnt out by eighteen and the mother whose children can lean on her strength at forty. It isn't temperament. It's whether the inner masculine is awake.The shaman and the village. Not everyone has to go down. One goes down and comes back wise, and the rest are spared. If you are listening to this podcast, it was probably you. Which means it is now your job to keep the others out of it.Your future selves are your children too. The woman at fifty, sixty, eighty, a hundred — she is another grown child you are responsible for. She either thanks you for what you did now, or she inherits your suffering because you unconsciously handed it forward.What the structure actually is. You gather your community around something you love. They pay you for it. You live on part of it and pour the rest into a vessel that compounds, quietly, for years — until the structure is stronger than you are. Your energy declines with age. The structure does not.Two generations down. Providing for your children and your grandchildren, through wisdom and experience they don't have yet and you do.I didn't build this for me. I built this so that you can breathe.Only one person needs to do the suffering for the family. If they do it properly, the rest get to enjoy that.When you go into the spiritual underworld, you come out as a provider and a protector.You have access to such superpower energy within you, beyond what seems reasonably normal. It's the same thing as lifting a car off your child.Your energy is declining. And yet the structure is getting stronger and stronger and stronger.The Vessel is where this gets built. Not the philosophy of it — the actual thing. A membership of a few hundred people gathered around something you genuinely love, priced so that a significant portion of what comes in can be set aside and left to compound. Built quickly, in the first weeks. Held for a year while it takes root.It is one structure, built once, that your future selves and your children and their children can draw from — so that nobody else in your bloodline has to go down there and learn what you learned.→ The Vessel
On Episode 947 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ramakrishnan, Managing Director-South Asia at Worldpanel by Numerator (formerly Kantar Worldpanel) as well as Deven Choksey, market expert and Managing Director at DRChoksey FinServ.SHOW NOTES(00:00) Stories of the Day(01:38) Oil Prices Fall On Demand Concerns, After A While, Markets Steady(04:36) South Korean Markets Are Now In Bull Territory(08:14) Finding The Balance Between Long Term Investments And Shareholder Return(21:01) An Ease Of Doing Business Lesson From The USA Which Is Processing Tariff Refunds(22:45) Rajkot Snacks Company Balaji Breaks Into Top 10 Most Chosen In-Home FMCG BrandEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereSign up for our Daily Newsletter: https://www.thecoredaily.in/ For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
Financial success is not simply about accumulating more it is about making intentional decisions that support your values, relationships, and long-term goals. In this episode of Daily Influence, host Gregg-Brooke Koleno speaks with Chad Coe, founder and president of Coe Financial Group, about values-based financial leadership, entrepreneurship, trust, and community impact. Chad shares how early experiences in sales and entrepreneurship shaped his career, why vulnerability and authentic relationships are essential to building trust, and how emotionally driven financial decisions can create serious and unnecessary consequences. He also discusses a failed business venture that cost him significantly but ultimately redirected him toward more meaningful and rewarding work. Listeners will learn how to slow down when facing high-pressure decisions, separate facts from fear and urgency, and evaluate choices based on their values, goals, and desired future. Chad also explains how consistency, mentorship, community involvement, and intentional scheduling have helped him build a successful life and positively influence others. This conversation offers practical guidance for anyone seeking greater clarity, accountability, and purpose in their financial, professional, or personal decisions. Learn more about Chad and download his free book, Your Financial Dream House, at coefinancial.com. You can also connect with him on LinkedIn, Facebook, Instagram, and YouTube. www.linkedin.com/in/chadcoe www.youtube.com/@coefinancialgroup Instagram @chadcoeofficial
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Noah Ostroff shares his extensive experience in real estate development, investing, and building a successful team. He discusses recognizing opportunities, the importance of integrity, and strategies for long-term wealth building. 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, I discussed what is an Accredited Investor and what opportunities are available to people who qualified and an Accredited Investor. I also discussed Qualified Client and Qualified Purchaser. Welcome to the world of expanded investment opportunities!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/12financialmistakesIf 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/fiworkbookDr. 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.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast...
On Episode 946 of The Core Report, financial journalist Govindraj Ethiraj talks to Hetal Dalal, COO at Institutional Investor Advisory Services (IiAS), as well as Amit Purohit, FMCG Analyst at Elara Securities.SHOW NOTES(00:00) Stories of the Day(01:00) Tata Sons Chairman N Chandrasekaran Resigns, Group Stock Prices Fall(04:21) Higher Food Prices Push Up Inflation To 4.45%(05:31) Russia Is Importing Petroleum Products From India(07:36) What Should Tata Group Company Shareholders Be Looking Out For? (14:15) A CEO Resignation At Godrej Highlights The Larger Challenges In India's Consumer Products MarketEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Executive Summary Everyone has an opinion about where silver, oil, or the stock market is headed next. In this episode, Kim Butler and Spencer Shaw make the case for stepping out of the prediction game entirely. Kim explains why she refuses to guess at market direction and instead builds her financial plan around centuries-old vehicles that offer certainty, the kind of certainty that lets you sleep at night regardless of what the headlines say. Kim and Spencer walk through the layered foundation she recommends for families at every stage: an emergency fund first, then an opportunity fund built inside a mutual life insurance company, and eventually guaranteed income for life stacked on top of Social Security. Kim shares what she is seeing firsthand with family members in their late 80s: a strong preference for simplicity over complexity, and real relief in having guaranteed income arrive every month like clockwork. The conversation closes on a concept Kim calls the house of both: using a guaranteed opportunity fund to responsibly leverage higher-upside investments like cash flowing real estate, so you get certainty and opportunity rather than choosing between them. Links & Resources Mentioned Prosperity Thinkers Podcast: https://prosperitythinkers.com/podcasts/ Prosperity Parents: http://prosperityparents.com/ Kim D.H. Butler on YouTube: https://www.youtube.com/@KimDHButler Contact: hello@prosperitythinkers.com Keywords financial freedom, Prosperity Thinkers, predicting the economy, emergency fund, opportunity fund, guaranteed income for life, whole life insurance, mutual life insurance companies, cash flow, financial decision fatigue, retirement income, Social Security income planning, house of both strategy, cash flowing real estate, wealth preservation, mindset, financial education, certainty in finances, prosperity economics, real estate leverage Episode Highlights [00:00:00 - 00:00:56] Spencer opens on why nobody can reliably predict the economy, and Kim explains why she refuses to play that game. [00:00:57 - 00:02:47] Kim on choosing centuries-old certainty over guesswork, and why simplicity matters most in your later years. [00:02:48 - 00:03:59] Spencer asks how financial decision fatigue shows up differently for young families versus retirees. [00:04:00 - 00:04:53] Kim lays out step one: setting a clear emergency fund and checking it off the list. [00:04:54 - 00:06:07] Kim introduces the opportunity fund, stored with mutual life insurance companies like MassMutual and Northwestern Mutual. [00:06:08 - 00:07:11] Kim explains guaranteed income for life as the opposite of life insurance, built to pay no matter how long you live. [00:07:12 - 00:08:14] Spencer raises the pull toward high-upside investments, using a real estate example that gained 200% in twenty years. [00:08:15 - 00:09:16] Kim introduces the house of both: using the opportunity fund to leverage higher-opportunity investments like cash flowing real estate.
On Episode 945 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President–Commercial at Pharmarack as well as Gautam Shahi, Senior Director at Crisil Ratings.SHOW NOTES(00:00) Stories of the Day(01:00) Markets Wilt As All Signs Point To A Forever War In West Asia(03:28) Fitch Ratings Affirms India's Sovereign Rating at 'BBB-'(04:47) Indian Traders Lost More Money Trading Derivatives On Average Than They Did The Year Before (08:59) Cardiac Linked Drug Sales Rise As More Indians Self-Test(15:23) India's Yarn Industry Is Looking At A Positive YearEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Welcome to the VRA Investing Podcast. On today's episode, Kip Herriage offers a deep dive into the current state of the markets after a quiet trading day. He rewinds to the remarkable parabolic move higher from April to May, contrasts it with summer's market malaise, and discusses the remarkable resilience of major indexes despite sector struggles. Kip Herriage examines international developments—particularly the energy market's shifting dynamics involving Iran—and details how new supply routes are reducing the strategic significance of the Strait. He also lays out why recent market action signals a strengthening rotational bull market, and explains why fundamentals, technicals, and sentiment are aligning for a potential melt-up scenario to year-end.
The market may be tougher—but that doesn't mean you have to struggle with it.In this episode of the Uncommon Real Estate Podcast, Chris breaks down what separates the agents who thrive in changing markets from those who get left behind. It starts with your conversations. While an average salesperson may ask only a handful of questions during a prospecting call, top salespeople dig deeper to uncover what their clients actually want, what's holding them back, and how to help them move forward.Chris shares how to talk with buyers who are waiting for prices or interest rates to fall, why asking questions is more powerful than arguing with objections, and how reviewing your own calls can dramatically improve your sales skills.Connect with Chris:Instagram: @craddrockFacebook: Chris Craddock BusinessRESOURCES:
On Episode 944 of The Core Report, financial journalist Govindraj Ethiraj talks to Kanika Mahajan, Associate Professor at Ashoka University. We also feature an excerpt from our upcoming Special Edition with Gopal Jain, Managing Partner at Gaja Capital.SHOW NOTES(00:00) Stories of the Day(00:41) Indian Markets Put Up A Fight Against Rising Oil Prices(04:28) Consolidation In The Solar Space(08:11) Why Everyone Is Talking About Alternatives As An Investment Approach(14:22) The Polarisation In The Jobs Market We Have To Watch CloselyEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 943 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Pai, Founder & Managing Partner at Siana Capital as well as Devang Shah, Head - Fixed Income at Axis Mutual Fund.SHOW NOTES(00:00) The Take: Thank You Mr. Gadkari(04:02) Foreign Investor Flows Are Picking Up And Markets Are Better Poised(06:47) The Costs And Benefits Behind India's Strategy Of Attracting Dollars. (08:06) Gold Prices Are Rising Again(22:38) Why Everyone Is Talking About Forward Deployment Engineers (FDEs)EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Your business can create wealth. But it should not be the only place your wealth exists. In this episode of The Level Up Podcast, Paul Alex breaks down why founders need to build financial security outside their companies instead of relying entirely on one future exit. Markets change. Industries get disrupted. Valuations rise and fall. If your entire net worth is tied to one business, one major setback can put years of work at risk. In this episode, you'll learn: • Why your business should be treated as an income vehicle, not your only savings plan• How relying on one future exit can create unnecessary financial risk• Why regularly moving profits into outside investments creates greater security• How external cash flow can give you the freedom to run your business by choice The truth is simple: Do not leave every chip on one table. Extract the profits. Build the portfolio. Create assets outside the company that can continue producing wealth independently. When your investments can support your lifestyle without depending on the business, you gain the ultimate form of freedom. Build more than one fortress. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Building Wealth After Residency: Debt, Investing, and Insurance PitfallsIn this episode of The Pediatric Lounge, George and Herb interview pediatrician Dr. Neil Belovin about building wealth after residency, focusing on why new attendings can still feel broke due to debt, high living costs, and slow income growth in pediatrics. They discuss common mistakes like lifestyle inflation, expensive cars, credit card debt, and ignoring low required student-loan payments during residency that can count toward loan forgiveness. Belovin emphasizes starting early with retirement contributions and simple, low-fee investing (e.g., ETFs and dollar-cost averaging) while comparing loan interest rates to expected returns. The conversation covers insurance priorities—own-occupation disability insurance first, then life insurance when needed, plus umbrella and underinsured motorist coverage—and warns against costly whole life policies. They also address malpractice policy types and tail coverage, keyman insurance for practices, long-term care insurance risks, and the value of reviewing policies annually and using prenuptial/partnership agreements to clarify exits and expectations.00:00 Welcome And Guest Intro01:45 Why Doctors Feel Broke03:38 Cost Of Living Reality05:56 Lifestyle Inflation Traps11:28 First Paycheck Priorities13:27 Saving And 401k Basics15:29 Loans Versus Investing16:53 Investing Through Bubbles18:34 Term Life Versus Whole20:51 Disability Insurance Must28:56 Disability Lapse Lesson29:38 Term Versus Whole Life30:58 Umbrella Coverage Basics32:32 Keyman Insurance Planning35:18 Prenup As Negotiation41:41 Malpractice Tail Explained48:50 Long Term Care Reality53:02 Annual Policy Checkups55:15 Insurance Priority Order55:52 Closing ThanksSupport the show
What does it really take to build lasting wealth? In this episode, Loral Langemeier shares her proven wealth building framework and introduces her wealth cycle, showing how entrepreneurs generate income, protect it through strategic tax planning, and reinvest it into appreciating assets. Along the way, she challenges common misconceptions about passive income, explains why integrated financial planning matters, and shares how mentorship, education, and taking action accelerate wealth building.Whether you're just getting started or trying to grow your existing business, this episode provides practical insights to help you create a long-term wealth building plan that actually works.Loral's Takeaways:Starting Early and Building a Team (02:50)Initial Assessment and Wealth Cycle (03:19)Misconceptions About Passive Income (04:43)Integrated Wealth Systems and Financial Infrastructure (08:30)Tax Planning and Strategy (10:32)Overcoming Fear and Risk (22:49)Building Wealth with Relentless Urgency (27:06)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.
On Episode 941 of The Core Report, financial journalist Govindraj Ethiraj talks to Sai Giridhar, Vice President at FADA as well as Aviation Experts, Sean Mendis and Sanjay Lazar.SHOW NOTES(00:00) Stories of the Day(00:50) Markets Steady As Traders Wait For A Potential Deal To End The War(03:42) Auto Sales Hit Records, Again. What Is Driving Higher Sales?(12:21) Honda Will Outsource Development Of A New Vehicle To Tata Group Company(13:28) Microsoft Announces New Data Center, Google Faces Opposition For Its Project(15:13) What Should Air India's Priorities Be And What Can The Incoming CEO Bring To That Table?EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Is there a "right" way to handle money in a marriage? In this episode, we dive into the widely debated topic of how couples manage and split their finances. From fully merged joint accounts to the popular "His, Hers, and Ours" approach, we explore real-world data from hundreds of dual-income couples and breakdown the pros and cons of each system.But as you'll learn, the logistics of your bank accounts matter far less than your underlying money mindsets. Tune in to discover how to navigate different spending philosophies, handle differing financial goals (like funding college vs. making luxury purchases), and find a system that keeps you on the same team.What You'll Learn in This Episode:The 3 Main Financial Systems: A breakdown of fully joint, hybrid, and completely separate financial setups.Real-World Data: The surprising stats on how the majority of dual-income physician couples actually manage their money.Behind the Comments: Real-life examples and perspectives from couples navigating income disparities and student loans.Navigating Different Money Philosophies: How to handle it when opposites attract (e.g., a saver marrying a free-spender).The Key to Financial Unity: Why alignment on your core values matters more than who pays which bill.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/12financialmistakesIf 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/fiworkbookDr. 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.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast...
Jack Raines is an investor at Slow Ventures, author of Young Money: A Field Guide to Wealth and Purpose in Your Twenties, and creator of the popular Young Money Substack newsletter. After graduating during the pandemic, Jack turned an interest in investing into a thriving online platform that led to a book deal with Penguin and a career in venture capital. In this episode, he shares lessons from winning—and losing—money in the stock market, building an audience from scratch, and why creating content can unlock opportunities far beyond direct income. On this episode we talk about: Jack's early investing journey, including turning $6,000 into $400,000—and the lessons that came with it Why losing money early can make you a smarter long-term investor How starting a Substack newsletter led to a book deal and a career in venture capital The power of building an audience through authentic content and social media Why content creation has become a competitive advantage in venture capital Top 3 Takeaways Experience is the best financial teacher. Making mistakes early in your investing journey helps build the judgment needed to make smarter decisions later in life. Build your own platform instead of waiting for permission. Jack created his own newsletter after being turned down by media companies, which ultimately opened bigger doors than a traditional writing job. Content creates opportunities beyond revenue. A strong online presence can attract investors, founders, employers, and business opportunities that far outweigh the direct income from publishing. Notable Quotes "I actually think everybody should lose money at some point, so you know how it feels." "Why not build my own email list and keep the upside and optionality?" "Humor is really good top of funnel—as long as there's something deeper underneath it." Connect with Jack Raines: LinkedIn: https://www.linkedin.com/in/jackraines/ X: https://x.com/Jack_Raines Substack: https://www.youngmoney.co/ Book: Young Money: A Field Guide to Wealth and Purpose in Your Twenties A Word from Our Sponsors: - Visit DrinkAG1.com/TMM to get a free AG1 Travel Case with 7 free AG1Travel Packs in your Welcome Kit with your first AG1 subscription order while supplies last. - Go to Leesa.com for 25% OFF select mattresses (through August 23, 2026) PLUS get an extra $50 off with promo code TMM, exclusive for my listeners Learn more about your ad choices. Visit megaphone.fm/adchoices
Success doesn't happen by accident. It happens by design.In this episode, Chris breaks down the three pillars that have consistently driven growth in his business, his investing, and even his personal life. If you've ever felt stuck, unmotivated, or like you're working hard without seeing the results you want, this episode is for you.Chris explains why education creates momentum, why accountability turns intentions into action, and why the people you surround yourself with ultimately determine the trajectory of your success. You'll learn how to create an environment where growth becomes inevitable.In This Episode You'll Learn:Why success always requires changeThe first investment every ambitious real estate agent should makeHow to build a personal education system that keeps you growingThe difference between information and true insightWhy accountability is the missing ingredient for most entrepreneursA simple accountability strategy that creates real commitmentHow your inner circle influences your income, habits, and mindsetWhy environment beats willpower every timePractical ways to build a tribe that pushes you toward excellenceThree action steps you can take this week to transform your businessConnect with Chris:Instagram: @craddrockFacebook: Chris Craddock BusinessRESOURCES:
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed LaVashia Davis. Guest: LaVashia Davis, Founder of Ell Wess Advisors (boutique family office and wealth management firm)Host: Rushion McDonaldTopic: Building multigenerational wealth, family wealth planning, asset protection, and creating lasting legacies. Purpose of the Interview The interview focuses on helping first-generation wealth builders and entrepreneurs understand that wealth creation is about more than investments. Davis explains how families can organize, protect, grow, and transfer wealth across generations by treating their family finances as a structured enterprise rather than simply accumulating money. A central theme is that many successful individuals earn substantial incomes but lack a blueprint for preserving and transferring wealth. Davis advocates for intentional planning, legal structures, family involvement, and asset protection to create lasting legacies. Key Takeaways 1. Wealth Requires a Blueprint Davis explains that creating a legacy does not happen automatically. Families need a deliberate plan, legal structures, and defined roles if they want wealth to survive beyond one generation. [Lavashia D...(Podcast) | Txt] Takeaway: Making money and building wealth are not the same. Wealth requires systems and succession planning. 2. Family Should Be Treated as an Asset One of Davis's strongest messages is that family members can play meaningful roles in wealth-building efforts. She argues that when people think about legacy, they often overlook the importance of human relationships and family participation. Wealth-transfer strategies frequently require successors, trustees, managers, and beneficiaries. Many of those roles can be filled by family members. [Lavashia D...(Podcast) | Txt] Takeaway: Family can be a strategic asset when properly organized and aligned. 3. Not Every Family Member Contributes Equally Davis acknowledges that some family members may behave more like liabilities than assets. Using a balance-sheet analogy, she explains that every family includes both contributors and individuals who may create financial burdens. The key is identifying those dynamics without allowing them to derail long-term wealth planning. [Lavashia D...(Podcast) | Txt] Takeaway: Successful family wealth planning requires honest assessment of family dynamics. 4. Wealth Management Is More Than Investments Davis differentiates her firm's approach from traditional investment-focused advisory services. Her firm begins with: Family and wealth governance Legal structures Estate planning Tax planning Business succession planning Preparing future generations to inherit wealth Investments are addressed after these foundational elements are in place. [Lavashia D...(Podcast) | Txt] Takeaway: Investments should support a broader wealth strategy, not drive it. 5. "Your Family Is a Business" One of Davis's most memorable concepts is that families should think of themselves as enterprises. She advises clients to separate their “wealth business” from their personal household and to create structures that can survive beyond their lifetime. [Lavashia D...(Podcast) | Txt] Takeaway: Families should operate with the same intentionality that successful businesses use. 6. First-Generation Wealth Creates Unique Challenges Davis specializes in serving people who are the first high earners or successful entrepreneurs within their families. She notes that these individuals often face challenges that previous generations never had to navigate, including: Sudden financial complexity Family expectations Tax planning Asset protection Wealth transfer decisions [Lavashia D...(Podcast) | Txt] Takeaway: New wealth requires new skills and specialized guidance. 7. There Are Four Forms of Capital Davis identifies four sources of capital: Human Capital – people, family, relationships Intellectual Capital – knowledge and expertise Social Capital – networks and connections Financial Capital – money and assets She argues that most families focus only on financial capital while neglecting the others. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth is broader than money. 8. Asset Protection Is Essential Davis warns that unprotected assets can disappear quickly due to lawsuits, business failures, creditor claims, or debt obligations. She emphasizes the importance of proper ownership structures, legal entities, and asset protection strategies. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth must be protected as carefully as it is created. 9. Different Advisors Serve Different Stages of Wealth When McDonald asks how people should evaluate their current financial advisor, Davis provides a thoughtful perspective: An advisor who helped someone build their first million dollars may not be the right advisor to help them grow to ten million dollars. Increased wealth often brings more complexity and a need for broader expertise. [Lavashia D...(Podcast) | Txt] Takeaway: Financial advisory needs evolve as wealth grows. Notable Quotes On Family and Legacy "Your family is your God-given team, not your liability." [Lavashia D...(Podcast) | Txt] On Wealth Planning "When you say that you want to build something that's long lasting or you want to create a legacy for children, there's a blueprint that needs to be followed." [Lavashia D...(Podcast) | Txt] On Family Dynamics "Your family even has a balance sheet when it comes to assets and liabilities." [Lavashia D...(Podcast) | Txt] On Financial Complexity "My particular mission is the first-generation families who want to make an exponential difference in their families." [Lavashia D...(Podcast) | Txt] On Her Approach "We don't begin with investments. We begin by stabilizing and creating a way that you really want to operate your wealth business." [Lavashia D...(Podcast) | Txt] On Family Wealth "Your family and your finances are definitely a business." [Lavashia D...(Podcast) | Txt] On Wealth Building "Your family is in the business of growing the value of your last name. Period." [Lavashia D...(Podcast) | Txt] On Capital "The four sources of capital are human capital, intellectual capital, social capital, and financial capital." [Lavashia D...(Podcast) | Txt] On Asset Protection "The wealth you build can be taken if it's not protected." [Lavashia D...(Podcast) | Txt] On Advisor Selection "The advisor that may have gotten you to your first million... may not be the advisor that can get you to ten million." [Lavashia D...(Podcast) | Txt] Overall Message Lavashia Davis's core message is that wealth is not simply about earning or investing money—it is about building systems, structures, and family alignment that allow wealth to endure across generations. By treating the family as an asset, activating multiple forms of capital, protecting assets legally, and planning intentionally, families can transform income into legacy. #SHMS #BEST #STRAWSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed LaVashia Davis. Guest: LaVashia Davis, Founder of Ell Wess Advisors (boutique family office and wealth management firm)Host: Rushion McDonaldTopic: Building multigenerational wealth, family wealth planning, asset protection, and creating lasting legacies. Purpose of the Interview The interview focuses on helping first-generation wealth builders and entrepreneurs understand that wealth creation is about more than investments. Davis explains how families can organize, protect, grow, and transfer wealth across generations by treating their family finances as a structured enterprise rather than simply accumulating money. A central theme is that many successful individuals earn substantial incomes but lack a blueprint for preserving and transferring wealth. Davis advocates for intentional planning, legal structures, family involvement, and asset protection to create lasting legacies. Key Takeaways 1. Wealth Requires a Blueprint Davis explains that creating a legacy does not happen automatically. Families need a deliberate plan, legal structures, and defined roles if they want wealth to survive beyond one generation. [Lavashia D...(Podcast) | Txt] Takeaway: Making money and building wealth are not the same. Wealth requires systems and succession planning. 2. Family Should Be Treated as an Asset One of Davis's strongest messages is that family members can play meaningful roles in wealth-building efforts. She argues that when people think about legacy, they often overlook the importance of human relationships and family participation. Wealth-transfer strategies frequently require successors, trustees, managers, and beneficiaries. Many of those roles can be filled by family members. [Lavashia D...(Podcast) | Txt] Takeaway: Family can be a strategic asset when properly organized and aligned. 3. Not Every Family Member Contributes Equally Davis acknowledges that some family members may behave more like liabilities than assets. Using a balance-sheet analogy, she explains that every family includes both contributors and individuals who may create financial burdens. The key is identifying those dynamics without allowing them to derail long-term wealth planning. [Lavashia D...(Podcast) | Txt] Takeaway: Successful family wealth planning requires honest assessment of family dynamics. 4. Wealth Management Is More Than Investments Davis differentiates her firm's approach from traditional investment-focused advisory services. Her firm begins with: Family and wealth governance Legal structures Estate planning Tax planning Business succession planning Preparing future generations to inherit wealth Investments are addressed after these foundational elements are in place. [Lavashia D...(Podcast) | Txt] Takeaway: Investments should support a broader wealth strategy, not drive it. 5. "Your Family Is a Business" One of Davis's most memorable concepts is that families should think of themselves as enterprises. She advises clients to separate their “wealth business” from their personal household and to create structures that can survive beyond their lifetime. [Lavashia D...(Podcast) | Txt] Takeaway: Families should operate with the same intentionality that successful businesses use. 6. First-Generation Wealth Creates Unique Challenges Davis specializes in serving people who are the first high earners or successful entrepreneurs within their families. She notes that these individuals often face challenges that previous generations never had to navigate, including: Sudden financial complexity Family expectations Tax planning Asset protection Wealth transfer decisions [Lavashia D...(Podcast) | Txt] Takeaway: New wealth requires new skills and specialized guidance. 7. There Are Four Forms of Capital Davis identifies four sources of capital: Human Capital – people, family, relationships Intellectual Capital – knowledge and expertise Social Capital – networks and connections Financial Capital – money and assets She argues that most families focus only on financial capital while neglecting the others. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth is broader than money. 8. Asset Protection Is Essential Davis warns that unprotected assets can disappear quickly due to lawsuits, business failures, creditor claims, or debt obligations. She emphasizes the importance of proper ownership structures, legal entities, and asset protection strategies. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth must be protected as carefully as it is created. 9. Different Advisors Serve Different Stages of Wealth When McDonald asks how people should evaluate their current financial advisor, Davis provides a thoughtful perspective: An advisor who helped someone build their first million dollars may not be the right advisor to help them grow to ten million dollars. Increased wealth often brings more complexity and a need for broader expertise. [Lavashia D...(Podcast) | Txt] Takeaway: Financial advisory needs evolve as wealth grows. Notable Quotes On Family and Legacy "Your family is your God-given team, not your liability." [Lavashia D...(Podcast) | Txt] On Wealth Planning "When you say that you want to build something that's long lasting or you want to create a legacy for children, there's a blueprint that needs to be followed." [Lavashia D...(Podcast) | Txt] On Family Dynamics "Your family even has a balance sheet when it comes to assets and liabilities." [Lavashia D...(Podcast) | Txt] On Financial Complexity "My particular mission is the first-generation families who want to make an exponential difference in their families." [Lavashia D...(Podcast) | Txt] On Her Approach "We don't begin with investments. We begin by stabilizing and creating a way that you really want to operate your wealth business." [Lavashia D...(Podcast) | Txt] On Family Wealth "Your family and your finances are definitely a business." [Lavashia D...(Podcast) | Txt] On Wealth Building "Your family is in the business of growing the value of your last name. Period." [Lavashia D...(Podcast) | Txt] On Capital "The four sources of capital are human capital, intellectual capital, social capital, and financial capital." [Lavashia D...(Podcast) | Txt] On Asset Protection "The wealth you build can be taken if it's not protected." [Lavashia D...(Podcast) | Txt] On Advisor Selection "The advisor that may have gotten you to your first million... may not be the advisor that can get you to ten million." [Lavashia D...(Podcast) | Txt] Overall Message Lavashia Davis's core message is that wealth is not simply about earning or investing money—it is about building systems, structures, and family alignment that allow wealth to endure across generations. By treating the family as an asset, activating multiple forms of capital, protecting assets legally, and planning intentionally, families can transform income into legacy. #SHMS #BEST #STRAWSee omnystudio.com/listener for privacy information.
Building wealth is about much more than saving money or investing in the stock market. In this conversation, Loral Langemeier shares the wealth building strategy that has guided thousands of entrepreneurs toward greater financial success through business ownership, mentorship and strategic planning.She explains why many people unknowingly overpay taxes, why traditional financial advice often leaves important gaps, and how integrating experts such as CPAs, attorneys and financial professionals creates a stronger wealth building strategy than relying on disconnected advisors.Loral also discusses the importance of creating a business, monetizing your expertise, building the skills to generate cash flow and surrounding yourself with experienced mentors as your wealth building strategy focused on making money, investing wisely and building long-term wealth.Loral's Takeaways:Introduction and Overview of Laurel Langemeier (00:00)Laurel's Career Journey and Achievements (02:28)The Big Table and Millionaire Maker Program (04:37)Integrated Wealth Systems and Financial Strategy (08:24)Entrepreneurship vs. Corporate Life (18:47)Tax Strategy and Financial Planning (21:49)Practical Steps for Building Wealth (23:28)The Millionaire Intensive Program (24:14)Conclusion and Call to Action (27:15)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.
What if building wealth is less about chasing a bigger number and more about creating stability, choices, and the freedom to say yes?In this episode, Tiffany sits down with Nicole Lorch, President of First Internet Bank, to make conversations about money, wealth, and lending feel less intimidating. They explain the difference between managing what comes in and goes out each month and paying attention to the long-term stability you are building for yourself and your family.Nicole shares why building wealth often requires choices that look different from what everyone else is doing. She also takes listeners behind the scenes of lending, explaining what bankers consider, why your financial history matters, and how a trusted lender can help you pursue opportunities like growing a business or buying an asset.This conversation offers a welcoming starting point for women who want to feel more confident with money. You do not need to know every financial term. You can begin by learning the language, asking questions, and using money as a tool to create greater security, freedom, and abundance.What You'll LearnThe difference between managing income and building long-term wealthWhy financial stability can create more freedom, generosity, and choiceWhat lenders look for when deciding whether someone is bankableHow to build confidence by learning the language of money and asking better questionsTimestamps:(00:00) Intro(02:13) The shift from income to long-term wealth(05:00) Defining what wealth means for your life(08:05) Why different outcomes require different choices(13:18) When the right decision still feels lonely(17:23) What it really means to be bankable(18:58) How lenders evaluate debt and income(21:17) Using secured cards to build credit(22:56) What happens behind a lending decision(25:43) Why a fast answer matters in business(32:01) The five Cs every borrower should understand(37:16) Where women can begin building financial confidenceReady to Put Your Money to Work?Learn More About First Internet Bank Here: https://www.tiffanysauder.com/First-Internet-Bank Join the Event Waitlist: https://www.tiffanysauder.com/event-waitlistLike this episode? Check out more in the series:The Budget Questions You've Been Too Afraid to Ask: https://youtu.be/QMeyEZXozAAStop Looking Wealthy. Start Building Wealth.: https://youtu.be/Cfwewqby9HE Money Confessions: What Women Really Think About Time, Guilt, and Financial Freedom: https://youtu.be/m3fnoNDOp-A How to Stop Doing It All and Start Living Your Life: https://youtu.be/MJLq7zdH2NU Why Smart Women Still Feel Unsure About Money (And How To Change That): https://youtu.be/h5tayXL1HxI For more from Tiffany:Follow Tiffany on Instagram: https://www.instagram.com/tiffany.sauderLearn more: https://www.tiffanysauder.com For more from Nicole:Follow Nicole on LinkedIn: https://www.linkedin.com/in/nicole-lorch/Ready to build your own Life of And? Explore the program: https://www.tiffanysauder.com/Program Check out the apps and sponsor of this episode: Ready to Put Your Money to Work? Learn More Here: https://www.tiffanysauder.com/First-Internet-Bank Created in partnership with Share Your Genius www.shareyourgenius.com Learn more about First Internet Bank: https://www.tiffanysauder.com/First-Internet-Bank
Blake Mycoskie gave away millions of shoes and built the blueprint for conscious capitalism, then sold Tom's and walked straight into the darkest years of his life. In this conversation he traces the whole arc, from the dream house in Jackson Hole to a psychiatrist's offhand bipolar diagnosis, four medications, and the morning he called two friends because he no longer felt safe being alone.What pulled him out was a slow, carefully guided taper, a men's group he started nineteen years ago after one conversation with his father, and the same truth that keeps finding him through plant medicine: you are enough, exactly as you are. Blake and Aubrey get honest about the shaky science behind SSRIs, the distance between guilt and shame, why men wait until everything is broken before they reach for help, and how the wound of never feeling enough quietly runs an entire life until you finally turn and face it.| Blake Mycoskie |►Website | https://weareenough.co/►Instagram | https://www.instagram.com/blakemycoskie/?hl=en►YouTube | https://www.youtube.com/@nomagicpillwithblakemycoskieThis episode is sponsored by►Metal Mark Gold Aurum Collectable Art | https://mtlmrk.com/►Korrect Life | https://korrectlife.com/| Aubrey Marcus |►Website | https://www.aubreymarcus.com/►Instagram | https://www.instagram.com/aubreymarcus►Facebook | https://www.facebook.com/AubreyMarcus/►X | https://x.com/aubreymarcus►Substack: https://www.aubreymarcus.com/blogs/substack► Love To The Seventh Power: https://chakaruna.com/collections/booksSubscribe to the Aubrey Marcus podcast:►iTunes | https://apple.co/2lMZRCn ►Spotify | https://spoti.fi/2EaELZO ►IHeartRadio | https://ihr.fm/3CiV4x3 ►Partner with the Aubrey Marcus Podcast | https://www.aubreymarcus.com/pages/booking
Get updates for my new book here: https://Theperfectportfoliobook.com ----- Most conversations about building wealth focus on earning more, saving more, or investing better. But what if the hardest financial decisions have less to do with your portfolio and more to do with how you spend your time? In this episode, I sit down with Jack Raines, author of Young Money, to discuss the surprising trade-offs between money, opportunity, career, and living a life you'll actually look back on with satisfaction. Listen now and learn: ► Why one of the biggest costs you'll ever pay may have nothing to do with money. ► How to think differently about risk, uncertainty, and making major life decisions. ► What conventional financial advice often overlooks about different stages of life. ► Why the pursuit of wealth and the pursuit of a fulfilling life don't always point in the same direction. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
In this episode, Eric Mangold, CWS, Founder of Argosy Wealth Management, shares how he built a specialized wealth management firm focused on physicians, common financial planning mistakes, investment strategies, and the importance of protecting and growing wealth over time.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed LaVashia Davis. Guest: LaVashia Davis, Founder of Ell Wess Advisors (boutique family office and wealth management firm)Host: Rushion McDonaldTopic: Building multigenerational wealth, family wealth planning, asset protection, and creating lasting legacies. Purpose of the Interview The interview focuses on helping first-generation wealth builders and entrepreneurs understand that wealth creation is about more than investments. Davis explains how families can organize, protect, grow, and transfer wealth across generations by treating their family finances as a structured enterprise rather than simply accumulating money. A central theme is that many successful individuals earn substantial incomes but lack a blueprint for preserving and transferring wealth. Davis advocates for intentional planning, legal structures, family involvement, and asset protection to create lasting legacies. Key Takeaways 1. Wealth Requires a Blueprint Davis explains that creating a legacy does not happen automatically. Families need a deliberate plan, legal structures, and defined roles if they want wealth to survive beyond one generation. [Lavashia D...(Podcast) | Txt] Takeaway: Making money and building wealth are not the same. Wealth requires systems and succession planning. 2. Family Should Be Treated as an Asset One of Davis's strongest messages is that family members can play meaningful roles in wealth-building efforts. She argues that when people think about legacy, they often overlook the importance of human relationships and family participation. Wealth-transfer strategies frequently require successors, trustees, managers, and beneficiaries. Many of those roles can be filled by family members. [Lavashia D...(Podcast) | Txt] Takeaway: Family can be a strategic asset when properly organized and aligned. 3. Not Every Family Member Contributes Equally Davis acknowledges that some family members may behave more like liabilities than assets. Using a balance-sheet analogy, she explains that every family includes both contributors and individuals who may create financial burdens. The key is identifying those dynamics without allowing them to derail long-term wealth planning. [Lavashia D...(Podcast) | Txt] Takeaway: Successful family wealth planning requires honest assessment of family dynamics. 4. Wealth Management Is More Than Investments Davis differentiates her firm's approach from traditional investment-focused advisory services. Her firm begins with: Family and wealth governance Legal structures Estate planning Tax planning Business succession planning Preparing future generations to inherit wealth Investments are addressed after these foundational elements are in place. [Lavashia D...(Podcast) | Txt] Takeaway: Investments should support a broader wealth strategy, not drive it. 5. "Your Family Is a Business" One of Davis's most memorable concepts is that families should think of themselves as enterprises. She advises clients to separate their “wealth business” from their personal household and to create structures that can survive beyond their lifetime. [Lavashia D...(Podcast) | Txt] Takeaway: Families should operate with the same intentionality that successful businesses use. 6. First-Generation Wealth Creates Unique Challenges Davis specializes in serving people who are the first high earners or successful entrepreneurs within their families. She notes that these individuals often face challenges that previous generations never had to navigate, including: Sudden financial complexity Family expectations Tax planning Asset protection Wealth transfer decisions [Lavashia D...(Podcast) | Txt] Takeaway: New wealth requires new skills and specialized guidance. 7. There Are Four Forms of Capital Davis identifies four sources of capital: Human Capital – people, family, relationships Intellectual Capital – knowledge and expertise Social Capital – networks and connections Financial Capital – money and assets She argues that most families focus only on financial capital while neglecting the others. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth is broader than money. 8. Asset Protection Is Essential Davis warns that unprotected assets can disappear quickly due to lawsuits, business failures, creditor claims, or debt obligations. She emphasizes the importance of proper ownership structures, legal entities, and asset protection strategies. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth must be protected as carefully as it is created. 9. Different Advisors Serve Different Stages of Wealth When McDonald asks how people should evaluate their current financial advisor, Davis provides a thoughtful perspective: An advisor who helped someone build their first million dollars may not be the right advisor to help them grow to ten million dollars. Increased wealth often brings more complexity and a need for broader expertise. [Lavashia D...(Podcast) | Txt] Takeaway: Financial advisory needs evolve as wealth grows. Notable Quotes On Family and Legacy "Your family is your God-given team, not your liability." [Lavashia D...(Podcast) | Txt] On Wealth Planning "When you say that you want to build something that's long lasting or you want to create a legacy for children, there's a blueprint that needs to be followed." [Lavashia D...(Podcast) | Txt] On Family Dynamics "Your family even has a balance sheet when it comes to assets and liabilities." [Lavashia D...(Podcast) | Txt] On Financial Complexity "My particular mission is the first-generation families who want to make an exponential difference in their families." [Lavashia D...(Podcast) | Txt] On Her Approach "We don't begin with investments. We begin by stabilizing and creating a way that you really want to operate your wealth business." [Lavashia D...(Podcast) | Txt] On Family Wealth "Your family and your finances are definitely a business." [Lavashia D...(Podcast) | Txt] On Wealth Building "Your family is in the business of growing the value of your last name. Period." [Lavashia D...(Podcast) | Txt] On Capital "The four sources of capital are human capital, intellectual capital, social capital, and financial capital." [Lavashia D...(Podcast) | Txt] On Asset Protection "The wealth you build can be taken if it's not protected." [Lavashia D...(Podcast) | Txt] On Advisor Selection "The advisor that may have gotten you to your first million... may not be the advisor that can get you to ten million." [Lavashia D...(Podcast) | Txt] Overall Message Lavashia Davis's core message is that wealth is not simply about earning or investing money—it is about building systems, structures, and family alignment that allow wealth to endure across generations. By treating the family as an asset, activating multiple forms of capital, protecting assets legally, and planning intentionally, families can transform income into legacy. #SHMS #BEST #STRAWSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Do you realize it takes a staggering $27 million in paid-off real estate to passively net $1 million a year? Too many real estate investors read Rich Dad Poor Dad and instantly want to jump into building a rental portfolio, completely ignoring the active business required to actually fund it. In this perspective-shifting episode, Brent Daniels breaks down the national data to prove exactly why you are likely building wealth backwards. He shares how he netted $1.14 million last year working just five hours a week, simply by keeping marketing costs low and hiring top-tier talent. You will discover the hidden 50% operating expense landlords face, why your attention is your ultimate currency, and the proper sequence for funneling wholesale profits into safe, long-term assets. Stop playing landlord when you should be operating like a CEO. Be a part of the TTP training program now.---------Show notes:(0:53) How the book Rich Dad Poor Dad breaks your brain regarding passive income(1:55) The ultimate passive income goal, which is netting $1,000,000 a year after taxes(3:01) Breaking down the national statistics on residential rental rates and operating expenses(4:56) Why you actually need $27 million in paid-off real estate to net $1 million a year(7:00) How Brent netted $1.14 million last year working only five hours a week(8:18) The secret to massive net profits are low marketing budgets and high-quality team members(10:03) Why you must build a wildly profitable business before becoming a full-time investor(10:59) Why your personal attention is the most valuable resource on planet earth(12:38) The danger of wasting your entrepreneurial energy managing a small rental portfolio(13:58) Breaking down the Cashflow Quadrant and the fastest true path to wealth creation----------Resources:Dew Wealth ManagementStatistaRich Dad Poor DadTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?
What separates an exciting business idea from an investable opportunity?In this episode of The Money Mondays, Dan Fleyshman sits down with venture capitalist, investment banker and global operator Granger Whitelaw for a wide-ranging conversation about investing, innovation, philanthropy and generational wealth.Granger shares lessons from building companies around the world, helping pioneer early digital-commerce legislation, working with rocket and motorsports ventures, and investing in technologies designed to solve meaningful global problems. He explains the difference between venture capital and investment banking, why the management team matters more than the pitch, and why investors should focus on industries, products and customers they genuinely understand.Dan also breaks down his 40/40/20 investing framework and explains why he prefers backing companies that have already proven demand, developed operating systems and generated meaningful revenue rather than taking the earliest—and riskiest—step with an untested idea.The conversation then turns to giving and legacy. Dan and Granger discuss donor-advised funds, nonprofit organizations, family trusts, life insurance, teaching children about money, and why charitable impact is about far more than writing a check. They close with a powerful discussion about faith, ego and finding peace when financial markets, technology and the media feel increasingly chaotic.This episode is about more than making money. It is about using money as a tool to build, serve and create an impact that lasts beyond your lifetime.Like this episode? Watch more like it