Podcasts about certified wealth strategist

We speak with Jude Wilson, a Certified Wealth Strategist and owner of Centrus Financial Strategies. We ask him specifically about selecting the right financial advisor/planner for your specific needs. He gives the wording that if you hear An advisor use these terms, Run! We discuss how to retire with the lifestyle you are currently living, and the importance of asset protection. This episode is packed with gems and is a must listen. Black Men Sundays is ranked #29 of the top 80 Black Wealth Podcasts on https://podcasts.feedspot.com/black_wealth_and_investing_podcasts/

015. Realty Mogul | Jilliene Hellman is CEO and Co-Founder of RealtyMogul. She's responsible for the company's strategic direction and operations. Jilliene, who sits on RealtyMogul.com's board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University. *** For Show Notes, Key Points, Contact Info, & Resources Mentioned on this episode with Jilliene Helman, visit here. ***   Ready to part ways with your land in North Carolina? Visit our Sell My Land North Carolina webpage and discover a straightforward way to say goodbye to your property!

Listen to the Be Bold for Jesus Podcast to be encouraged, inspired and empowered to go out and share your faith with others. Today we are hearing from Ed McCahill.Ed is a Sr. Private Wealth Advisor and Partner at Blue Trust's Bothell, WA office. He helps his clients gain perspective, purpose and peace of mind in their personal finances by applying biblical financial wisdom and technical financial expertise to his clients' financial plans and investments. He is a Certified Wealth Strategist.  Prior to joining Blue Trust in 2010, Ed spent 26 years working in the tech industry, including 18 years at Microsoft in product management and marketing management roles. He holds a Finance degree cum laude from the Carroll School of Management at Boston College and an MBA with a Marketing concentration from the Manning School of Business at the University of Massachusetts Lowell. Ed and his wife Cindy are blessed with four adult children and five grandchildren. They live in Woodinville, WA. 

Learn about the importance of behavioral economics in choosing which asset class you should invest in by tuning in to this episode as we discuss the difference between stock market investing and CRE investing. Key takeaways to listen for 05:50 4 common issues and mistakes stock investors make 14:03 Benefits of investing in Integrity Holdings Group's opportunity fund 20:57 Steps to doing your due diligence before closing deals Resources mentioned in this episode Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about Integrity Holdings Group's Donor Advised Fund and help empower small communities worldwide today. About Kristopher Krauszer CFP®, CWS® Kris is the director of strategic partnerships at Integrity Holdings Group LLC. He is a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®. Prior to joining Integrity Holdings Group LLC, he spent 23 years in the financial services industry as a Vice President-Wealth Management Advisor, where he built, implemented, and maintained comprehensive wealth and estate plans for ultra-high net worth clients and their families at one of the largest financial services firms in the world, Kris was drawn to Integrity Holdings Group LLC for various reasons, including, but not limited to, similar core values (preservation, growth, transfer) of Kris and IHG, as well as the firm belief that financial success and philanthropy are not mutually exclusive. Connect with Kristopher Phone Number: 908-507-6834 Email: kris@integrityhg.com Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

Jilliene Helman is the Founder and CEO of RealtyMogul, an online real estate marketplace that gives everyday investors access to institutional-quality commercial real estate deals in dozens of markets across the country. Since 2012, RealtyMogul members have collectively invested over $850 million into $4.7 billion of real estate nationwide (as of March 31, 2022). Jilliene holds Series 7, 24, and 63 investment licenses and is a Certified Wealth Strategist. She's been featured as an expert on startups and real estate investing on Bloomberg, CNBC, The New York Times, Yahoo! Finance, and Entrepreneur. On this episode, Chris and Jilliene discuss: A 10-year overview of how crowdfunding has evolved and the tailwinds driving it Building a two-sided marketplace with sponsors and LP's. How crowdfunding works from a high level What to expect from the crowdfunding industry over the next decade. Learn more about Chris Powers and Fort Capital: www.FortCapitalLP.com Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Follow Chris on Twitter: www.Twitter.com/FortWorthChris  Follow Chris on LinkedIn: www.linkedin.com/in/chrispowersjr/  Subscribe to The Fort on YouTube: https://www.youtube.com/channel/UCuJ32shRt8Od3MxMY-keTSQ (2:02) - Jilliene's career and background (4:48) - What did crowdfunding in the RE space look like when you got started in your career? (8:29) - If you had to go start a new 2-sided marketplace today, would it be harder to do? (11:47) - Was there an inflection point in the industry where crowdfunding became more mainstream? (15:07) - How distributed is the money coming from crowdfunding? Are there ever a couple of individuals that carry the bulk of a fund? (17:20) - What's the path forward to become a top brand name over the next decade? (20:12) - Is there any agreement that states the LP needs to go to you instead of the GP for questions or investments? (21:39) - How do you approve and vet sponsors? (24:57) - Have you seen institutional or family office capital get into crowdfunding? (25:55) - How do your REITs work? (29:09) - Is the push to have a more built out secondary market for LP's something on your radar? (30:55) - How do you approach Capital Call situations? (33:24) - What data are you looking at to prove the massive tailwinds for crowdfunding? (35:33) - Do you have to own a controlling position in the LP stack? (36:17) - How are you seeing most people show up in a deal? (37:44) - What's something you think deeply about that you want to see in the industry? The Fort is produced by Johnny Podcasts

Jilliene Helman is the Founder and CEO of RealtyMogul, an online real estate marketplace that gives everyday investors access to institutional-quality commercial real estate deals in dozens of markets across the country. Since 2012, RealtyMogul members have collectively invested over $850 million into $4.7 billion of real estate nationwide (as of March 31, 2022). Jilliene holds Series 7, 24 and 63 investment licenses and is a Certified Wealth Strategist. She's been featured as an expert on startups and real estate investing on Bloomberg, CNBC, The New York Times, Yahoo! Finance and Entrepreneur.Laurel Mintz, founder and CEO of award-winning marketing agency Elevate My Brand, explores some of the most exciting new and growing brands in Los Angeles and the US at large. Each week, the Elevate Your Brand podcast features an entrepreneurial special guest to discuss the past, present and future of their brand.

On this episode of Coaching for Profit, Maggie Daniel is going to interview Brandon Moore because he has an upcoming book, “The E-Hero's Guide to Real Estate Investing.”. The book is about entrepreneurs who want to add cash flow. The book can be downloaded to read on any e-reader or available for purchase on Amazon. Brandon is a Certified Wealth Strategist, coach, real estate investor, CPA, and financial professional. Brandon is the current CEO and sole shareholder of BKM PC Certified Public Accountants.

Glenn Hamburger is a Certified Financial Planner as well as a Certified Wealth Strategist. His goal is to help people with not only their Wealth and Financial goals in mind,  but also with their health, fitness, and mindset. He has been involved in the Commercial Real Estate industry in both his career and personally for several years and is currently invested in over 200 doors.  Here’s some of the topics we covered: Wealth creation The abundance mindset The value of health and wellness Who multifamily investing is best suited for Why cash flow is king Aligning with people that compliment your strengths How to get started in multifamily The health / success relationship To find out more about our guest:http://highperformancegenx.com/ To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com  Please Review and Subscribe

This week’s episode of the Real Estate Investing for Cashflow podcast features Jillene Helman. Jilliene is CEO and Co-Founder of RealtyMogul. She's responsible for the company’s strategic direction and operations. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance, and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses, and has a degree in Business from Georgetown University    Quotes:  “Retail was in a world of hurt pre-COVID. Right? We over built retail in this country. That’s just a fact. Now, this recession is different though, than a lot of the historical recessions in that, this is very micro-market. Even property level specific.”  “We invested in a shopping center transaction in Florida, and we were projecting double digit cash on cash returns in the first yea. This is a closed investment, not an open investment. But I think there is opportunity in retail because of the fear, but you have to be a very good operator and you have to have very very localized knowledge. We’re not afraid of retail with the right operator and the right knowledge.”    Highlights:  :55- Jillene's background  6:08- Jillian gives her opinion on the overall outlook for commercial real estate post COVID  14:30- Jillian tells us what the long-term projection looks like in the office segment  20:38- Jillian gives her opinion on the long-term impact of  manufacturing and multi-family housing space    Guest Website:  www.realtymogul.com    Learn About Investment and Partnership Opportunities with Kevin and His Team 

On this episode of the TBG Real Estate Podcast we speak with Jilliene Helman, CEO of RealtyMogul. The former Union Bank vice president quit her job to start RealtyMogul in 2012 and since then has managed to exponentially disrupt commercial real estate investing. Featured in 2015 as one of Forbes’ 30 under 30, this is episode you do not want to miss.EPISODE NOTES:02:07 - What is Realty Mogul?03:40 - Two ways of investing04:32 - "Bred to be entrepreneurial"07:15 - From idea to reality09:45 - The early days12:19 - The process15:08 - The long game20:10 - Listening, reading, watching22:25 - Women in real estate27:20 - Public vs Private REITS29:15 - The Hot Seat presented by KK ResetHelman is CEO of RealtyMogul and its wholly owned subsidiaries, RM Manager, RealtyMogul Commercial Capital, RM Adviser, Mogul Securities and RM Technologies. In these capacities, she has structured and approved investments with property values over $2 billion and is a pioneer in real estate crowdfunding. Jilliene is a Certified Wealth Strategist and holds FINRA Series 24, 7 and 63 licenses.

015. Realty Mogul | Jilliene Hellman is CEO and Co-Founder of RealtyMogul. She's responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University.*** For Show Notes, Key Points, Contact Info, & Resources Mentioned on this episode with Jilliene Helman, visit here. ***

Jilliene Hellman is CEO and Co-Founder of RealtyMogul. She's responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University. *** For Show Notes, Key Points, Contact Info, & Resources Mentioned on this episode with Jilliene Helman, visit here. ***

As Co-Founder and CEO of RealtyMogul.com Jilliene has been working hard daily to make the company what it is today.  With over $300 million invested from investors and $1 billion of financed properties, Jilliene has done an amazing job, with the help of a great team, building a company that puts their investors first. Hear what she says separates her company from the many other passive investment opportunities out there. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: Hire great people   Jilliene Helman: - CEO and Co-Founder of RealtyMogul.com and is responsible for the company's strategic direction and operations - Has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management.   - Since launching, the company has funded more than $260 million in real estate transactions and raised more than $45 million from notable investors - Certified Wealth Strategist®, holds Series 7, Series 63, and Series 24 licenses - Based in Los Angeles, California - Say hi to her at: - Best Ever Book: The Everything Store   Made Possible Because of Our Best Ever Sponsors:   Fund That Flip provides short-term fix and flip loans to experienced investors. If you're looking for a reliable funding partner, their online platform makes the entire process super easy, and they can get you funded in as few as 7 days. They've also partnered with best-selling author, J Scott to provide Bestever listeners a free chapter from his new book on negotiating real estate. If you'd like to improve your bestever negotiating skills, visit to download your free negotiating guide today.

John Pollock is the CEO of Financial Gravity Holdings Inc., and President of Pollock Advisory Group, Inc., a Registered Investment Advisory firm. He is a Certified Tax Coach and a Certified Wealth Strategist. John can be heard every Saturday at 12 PM on AM 660 The Answer on the Financial Gravity Show, where he discusses tax reduction strategies for small businesses and retirees. He has been featured in Forbes Magazine, Rep. Magazine, and the Collin County Business Press and is a frequent contributor on television (TX21, FOX4, WFAA8) and Radio (KRLD, KSKY, Tax Guys Radio Show and Financial Safari). John wrote the books The Nest Egg Cookbook – Your Recipe for a Comfortable Retirement and 10 Biggest Tax Mistakes that Cost Business Owners Thousands. He contributed to the books Secrets of a Tax Free Life, and Tax Breaks of the Rich & Famous. John is a featured speaker at conferences around the country and has a popular YouTube Channel with over 500 videos. (http://www.youtube.com/johnpollockinc).

Srii Srinivasan founder and CEO of Chargeback Gurus, a Dallas-based company specializing in preventing chargebacks for e-commerce merchants through risk and vulnerability assessments, and recovering lost revenue by aggressively fighting chargebacks and preventing fraud John Pollock CEO of Financial Gravity Holdings Inc., and President of PollockAdvisory Group, Inc., a Registered Investment Advisory firm.He is a Certified Tax Coach and a Certified Wealth Strategist. John can be heard on Financial Gravity with John Pollock Podcast, where he discusses tax reduction strategies for small businesses and retirees For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

This week Accredited Investor Markets talks with Jilliene Helman, CEO of RealtyMogul in Episode 48. She discusses different kinds of collective investment opportunities for accredited investors and institutional investors including real estate equity and real estate debt, as well as how such investments might bear upon an investment portfolio. The larger story is the opening of real estate investment--in many of its various modes--to more investors.   You can learn more about Jilliene Helman and Realty Mogul here.   You can also find them here: Twitter: @Realty_Mogul; @JillieneHelman LinkedIn  Facebook Google+ YouTube    About Jilliene Helman Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7 and Series 63 licenses and has a degree in Business from Georgetown University.​

In Episode 15 of Accredited Investor Markets Radio, host Alicia Purdy, Managing Editor of AccreditedInvestorMarkets.com, chats with Jilliene Helman, CEO of Realty Mogul. Their discussion covers real estate crowdfunding; accessing equity and debt through non-traditional channels; the top three things investors should know before moving ahead with a real estate crowdfunding transaction; and what's trending right now in the market.   You can find more here:   Twitter: @Realty_Mogul  LinkedIn     About Jilliene Helman   Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7 and Series 63 licenses and has a degree in Business from Georgetown University.​

JILLIENE Hleman, is the CEO and Co-Founder of Realty Mogul, a crowdfunding for real estate. Jilliene is responsible for strategic direction and operations. She has underwritten over $1 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 63 and Series 7 licenses and has a degree in Business from Georgetown University.