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That Was The Week
Whiplash

That Was The Week

Play Episode Listen Later Apr 12, 2025 35:22


OverviewThe "Whiplash" newsletter delves into various critical topics that reflect significant shifts in global dynamics, particularly in technology, geopolitics, and economic trends. These articles highlight the evolution of data infrastructure, the impact of U.S.-China trade tensions, advancements in AI and robotics, and the challenges facing globalization. This collection of content offers insights into how these trends are reshaping industries and international relations, emphasizing the need for adaptability and strategic alliances in an increasingly complex world.Key TrendsKey Trend 1: Technological Advancements and AISignificance: The articles highlight the transformative power of AI and graph technology in enhancing decision-making processes and creating more personalized experiences. AI is increasingly crucial in optimizing business operations and amplifying human potential rather than replacing it.Talking Point 1: Reid Hoffman's perspective on AI emphasizes its potential to enhance human capabilities, making us more human. This view is reflected in his book Superagency, which argues that AI leads to more human agency rather than less.Talking Point 2: The integration of AI into SaaS models is revolutionizing unit economics by improving customer experiences, predictive analytics, and operational efficiency. This shift is making businesses more agile and efficient.Key Trend 2: Geopolitical Tensions and TradeSignificance: The articles discuss the escalating tensions between the U.S. and China, particularly over trade policies and technological sovereignty. These tensions are reshaping global trade dynamics and challenging traditional economic alliances.Talking Point 1: The U.S. tariffs imposed on China have inadvertently benefited China by prompting it to focus on domestic consumption and technological innovation. This strategic shift is making China more self-sufficient.Talking Point 2: The TikTok negotiations illustrate the complexities of cross-border technology regulation and the challenges of aligning national security concerns with economic interests.Key Trend 3: Globalization and Economic ShiftsSignificance: The articles explore the potential collapse of globalization due to rising nationalism and trade barriers. This trend has significant implications for economic growth, cultural exchange, and international cooperation.Talking Point 1: The shift away from globalization is driven by protectionist policies and geopolitical conflicts, which could lead to slower economic growth and increased instability.Talking Point 2: China's rise as a dominant trade partner reflects a broader trend of economic power redistribution, with implications for global market dynamics and technological innovation.Discussion QuestionsWhat are the potential long-term consequences of the U.S.-China trade tensions on global economic stability?How can AI be effectively integrated into business operations to enhance productivity and retain human value?In what ways does the shift towards protectionism affect international cooperation and global governance?How might the evolution of data infrastructure impact industries like finance and healthcare?What role do strategic alliances play in countering economic challenges posed by major powers like China?How can businesses adapt to the changing landscape of globalization and technological advancements?What ethical considerations arise from the increasing reliance on AI in decision-making processes?Closing SegmentThe most important trends highlighted in the "Whiplash" newsletter revolve around technological innovation, geopolitical tensions, and economic shifts. These themes underscore the need for strategic adaptability, international cooperation, and ethical considerations in navigating the complex dynamics of the modern world. As AI continues to transform industries and global trade patterns evolve, understanding these trends is crucial for businesses, policymakers, and individuals seeking to thrive in an increasingly interconnected and rapidly changing world. The final thought: In a world where change is the only constant, embracing innovation and fostering cooperation will be key to unlocking future success and stability. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

That Was The Week
Birth of the First Multi Trillion Dollar AI Company

That Was The Week

Play Episode Listen Later Apr 5, 2025 9:16


OverviewThis week's newsletter centers on the explosive rise of AI, highlighting how OpenAI's massive funding round and soaring valuation are signaling a transformative shift in both technology and finance. The content weaves together themes on the evolving nature of creativity in the AI era, intense debates around copyright and intellectual property rights, and strategic investments that are helping AI expand into new sectors such as education. The interplay of technology, ethics, and global market dynamics makes this a compelling discussion for anyone watching the AI revolution unfold.Key Trend 1: Explosive Growth and Valuation in AIAcross the newsletter, OpenAI emerges as the poster child of AI's rapid ascent—raising $40 billion at a $300 billion valuation, with projections hinting at exponential revenue growth over the next few years.Talking Point 1:The funding round “of $40 billion at $300 billion valuation” is a clear indication of the immense investor confidence in AI. Quote: “No one would have predicted that $1 trillion is almost too small to contain what is being built.” (Editorial) Reference: NY Times article on OpenAI's valuationTalking Point 2:This financing milestone, when compared to historic tech deals, underscores how AI is redefining the scale and pace of innovation. Evidence: “After Wiz sold to Google for $32 billion in cash, and X ‘sold' to xAI… Enter OpenAI with a new $40 billion raise…” (Editorial)Key Trend 2: The Evolution of Creativity and Authorship in the Age of AIThe newsletter prompts us to re-examine the creative process as AI tools become increasingly intertwined with content creation. One burning question is: “When does writing stop being ‘yours'?” as AI begins to shoulder some of the creative workload.Talking Point 1:The evolving role of AI in writing invites debate on what constitutes true authorship and originality. Quote: “How does the emergence of AI reshape our understanding of authorship and originality?” (Editorial quoting JF Martin essay)Talking Point 2:Despite the sophisticated capabilities of AI, the content emphasizes that “the creation of truly meaningful and high-quality content still relies heavily on human direction and insight,” fostering a creative partnership rather than a displacement of human ingenuity.Evidence: “The intricate dance of crafting prompts, providing feedback, and ultimately evaluating the AI's output…” (Editorial)Key Trend 3: Copyright Controversies and the Ethics of AI TrainingAlongside the excitement around AI, ethical and legal debates are emerging—most notably around how AI models are trained, especially when they use copyrighted materials without explicit permission.Talking Point 1:Controversies over using copyrighted content, such as O'Reilly books, have already led to lawsuits and heated debates about intellectual property rights. Quote: “Reports suggesting that AI models, potentially including OpenAI's, have been trained on copyrighted material like O'Reilly books…” (Editorial) Reference: TechCrunch article on copyrighted AI trainingTalking Point 2:This evolving legal landscape signals an urgent need for more transparent guidelines and ethical frameworks that balance technology's potential with respect for content creators.Evidence: “Navigating these ethical and legal complexities will be essential as AI becomes more deeply embedded in content creation.” (Editorial)Key Trend 4: AI's Growing Role in Education and Personalized LearningThe investment in SchoolAI highlights an important application of AI beyond traditional tech sectors, as it moves into education to personalize learning and improve both teacher and student experiences.Talking Point 1:SchoolAI's innovative approach uses AI to “personalize education for every student and teacher,” making learning more engaging and adaptable to individual needs.Quote: “My first 30-minute meeting with SchoolAI founder Caleb Hicks stretched to over ninety as we delved into his vision.” (Editorial) Reference: SchoolAI investment articleTalking Point 2:By integrating AI into classrooms, SchoolAI is also addressing pressing challenges like teacher shortages and the need for customized support for each student.Evidence: “SchoolAI's platform is used in over 1 million classrooms across the U.S. and more than 80 countries…” (Editorial)Discussion QuestionsHow sustainable is the current wave of massive AI funding given historical tech market cycles?In what ways might the blending of human creativity and AI tools redefine traditional notions of authorship?What ethical boundaries should be established regarding the use of copyrighted materials for training AI systems?Could the integration of AI into education help bridge learning gaps, or might it exacerbate existing inequalities?How will ongoing geopolitical tensions and evolving trade policies impact future innovation and investment in AI?What kind of legal and regulatory frameworks are needed to balance innovation with intellectual property rights in the AI era?How do we ensure that AI remains an enabler of human creativity rather than a replacement?Closing SegmentThe newsletter paints a vivid picture of an era defined by dramatic shifts in technology and market dynamics. The staggering growth in AI valuations, the redefinition of creative authorship, and the ethical challenges surrounding data and copyrights all point to a transformative period in business and culture. As AI finds new applications in education and beyond, the ultimate challenge—and opportunity—will be balancing rapid technological advances with ethical responsibility and sustained human oversight. Final Thought: As we stand at the crossroads of an AI-driven future, the choices we make about funding, regulation, and creative collaboration will shape not only industries but the very way we understand and preserve human ingenuity. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

That Was The Week
AI Gets Into Publishing

That Was The Week

Play Episode Listen Later Mar 29, 2025 43:41


Show Notes: AI Gets Into PublishingOverviewThis newsletter issue brings together a diverse range of stories that center around how artificial intelligence is reshaping the technology, investment, legal, and media landscapes. While AI is fueling record-breaking funding rounds and accelerating product innovations, it is also stirring legal debates and forcing publishers and content creators to rethink their business models in a rapidly evolving digital ecosystem.Listeners can expect an engaging discussion on how advanced funding and interoperability trends are driving AI's integration into products and operations, alongside the challenges of copyright enforcement and digital disruption in media. The collection underscores the multifaceted impact of AI—from high-stakes investments and legal contestations to product innovations that bridge text and image, and even the transformation of publishing itself.Key Trend 1: Massive AI Funding and Investment TransformationsAcross several articles, the newsletter highlights how record-breaking funding rounds and strategic investments are accelerating AI development. Investors are betting big on AI innovations—from OpenAI's nearly $40 billion funding initiative to unicorn startups driven by healthcare, cybersecurity, and agentic AI applications.- Talking Point 1: The surge in capital backing AI ventures underscores the strategic importance of financial support for cutting-edge innovation.- For example, TechCrunch reported that OpenAI is close to closing a SoftBank-led $40 billion round, emphasizing that “substantial capital is becoming critical for scaling advanced AI research” ([TechCrunch](https://techcrunch.com/2025/03/26/openai-will-reportedly-close-its-softbank-led-40-billion-round-soon/)).- Similarly, venture capital trends observed in the “Venture Beacon” report show improved fundraising conditions and fewer down rounds, signaling renewed investor confidence ([DEallawyers](https://www.deallawyers.com/blog/2025/03/survey-the-state-of-venture-capital.html)).- Talking Point 2: The evolving model of liquidity in venture-backed companies, where secondary transactions now dominate, marks a fundamental restructuring of investment dynamics.- As highlighted in “The Great Liquidity Shift,” 71% of exit dollars originated from secondary transactions rather than traditional IPOs or M&A, reflecting an adaptive strategy in turbulent markets ([Tom Tunguz](https://tomtunguz.com/the-exit-path-of-2024/)).- Unicorn reports from Crunchbase further illustrate how investments in sectors like healthcare and cybersecurity are reshaping the valuation landscape and fueling innovation ([Crunchbase](https://news.crunchbase.com/cybersecurity/healthcare-unicorns-ai-february-2025/)).Key Trend 2: Legal and Ethical Challenges in AI CommercializationThe newsletter also delves into the legal front where AI's rapid evolution collides with longstanding copyright and ethical concerns. Legal disputes and regulatory uncertainties are emerging as key hurdles that tech companies and publishers must navigate.- Talking Point 1: AI's use of copyrighted content is under intense legal scrutiny, as seen in the lawsuit against OpenAI.- A recent ruling allowed a copyright lawsuit, initiated by the New York Times, against OpenAI to proceed, highlighting the risks of using copyrighted materials without permission ([TheInformation](https://www.theinformation.com/briefings/judge-allows-copyright-lawsuit-openai-proceed)).- This case opens the debate on balancing technological innovation with the protection of intellectual property rights—a challenge that is critical in shaping future AI training practices.- Talking Point 2: Traditional publishers are grappling with how AI-driven tools disrupt established economic models and audience engagement.- For instance, the World History Encyclopedia's dramatic 25% drop in traffic due to Google's AI Overviews demonstrates how AI-driven content summarization can undercut traditional revenue streams ([BigTechnology](https://www.bigtechnology.com/p/as-ai-takes-his-readers-a-leading?publication_id=46510&utm_campaign=email-post-title&r=ktr9&utm_medium=email)).- This tension invites a broader discussion about reimagining compensation and support structures for content creators in the age of AI.Key Trend 3: Integration and Interoperability of AI Across TechnologiesA recurring theme is the drive toward openness and integration across AI platforms, which is transforming user experiences and broadening the capabilities of digital tools.- Talking Point 1: Open standards and interoperability are becoming essential as firms seek to integrate AI functions seamlessly into their products.- OpenAI's decision to adopt Anthropic's Model Context Protocol signals a commitment to interoperability—enabling better data integration and more scalable AI solutions ([TechCrunch](https://techcrunch.com/2025/03/26/openai-adopts-rival-anthropics-standard-for-connecting-ai-models-to-data/)).- This collaborative evolution between past rivals underlines the fact that open source solutions are a strategic lever for rapid innovation.- Talking Point 2: Technological breakthroughs in multimodal AI systems are setting new consumer expectations.- The introduction of GPT-4o's native image generation within ChatGPT marks a leap forward, merging text and visuals to deliver “a frightening degree of verisimilitude” ([TechJuice](https://www.techjuice.pk/openai-enhances-chatgpt-with-powerful-native-image-generation-using-gpt-4o/)).- Such advancements not only redefine creative workflows for digital artists but also raise important questions about ethical usage and intellectual property protections.Key Trend 4: The Evolving State of Digital Publishing and MediaDigital publishers are being forced to innovate as AI disrupts legacy models of content distribution and audience engagement. Traditional media outlets are exploring new strategies to sustain relevance and revenue.- Talking Point 1: AI-powered tools are reshaping how readers access and engage with content, challenging longstanding agreements between publishers and tech platforms.- The experience of the World History Encyclopedia, which lost 25% of its traffic to AI-generated summaries by Google, underscores the disruptive impact of AI in digital publishing ([BigTechnology](https://www.bigtechnology.com/p/as-ai-takes-his-readers-a-leading?publication_id=46510&utm_campaign=email-post-title&r=ktr9&utm_medium=email)).- This trend pushes publishers to reconsider their business models while also prompting questions about fairness and compensation.- Talking Point 2: In response, some traditional outlets are embracing change by integrating independent creator networks to diversify their content and engage newer audiences.- A notable example is Fast Company's launch of a creator network featuring independent writers, which aims to bridge the gap between conventional journalism and the digital content revolution ([TheInformation](https://www.theinformation.com/articles/30-year-old-magazine-embracing-creators)).- This approach not only rejuvenates content delivery but also serves as a model for how heritage media can adapt in a rapidly shifting digital ecosystem.Discussion Questions- How do the massive funding rounds for AI companies influence the pace of technological innovation, and what risks do these investments entail?- In what ways should legal frameworks evolve to address the challenges posed by AI's use of copyrighted content?- Can the integration of open standards in AI systems truly accelerate innovation, or does it create new vulnerabilities in an increasingly interconnected ecosystem?- How should traditional publishers rethink their revenue models when AI-driven content summarization threatens direct engagement?- What are the implications of shifting exit strategies in venture capital, particularly with the rise of secondary transactions over traditional IPOs?- Is the democratization of creative tools through multimodal AI a net positive for artistic communities, or does it risk eroding the value of human creativity?- How can media outlets balance the need for innovative content delivery with maintaining rigorous ethical and copyright standards?Closing SegmentThe discussion today underlines four fundamental trends: record-setting AI investments, mounting legal and ethical challenges, the push for interoperability and groundbreaking multimodal innovations, and the evolving landscape of digital publishing. Together, these trends highlight not only the transformative potential of AI but also the complex interplay of finance, law, and creative expression. As we consider the future of technology and media, it's clear that innovation must be balanced with responsibility—ensuring that the rapid pace of change benefits society as a whole.A compelling final thought: In an era defined by disruption, the true winners will be those who not only drive innovation but also establish ethical and robust frameworks that safeguard creativity, fairness, and integrity. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

Locked On UConn - Daily Podcast on University of Connecticut Huskies Football and Basketball
UConn will dominate Memphis in the first Game of the Maui Invitational.

Locked On UConn - Daily Podcast on University of Connecticut Huskies Football and Basketball

Play Episode Listen Later Nov 25, 2024 27:20


UConn V  Memphis Preview in Maui: Setting the Tone for the Season The Locked On UConn podcast dives into UConn's Maui Invitational opener against Memphis, breaking down why this game is pivotal for both teams. From Memphis's vulnerabilities on defense to UConn's potential to dominate in transition, this game is more than just another matchup—it's a statement opportunity. We also highlight Dan Hurley's relentless work ethic, his post-game film sessions, and how his leadership is shaping UConn's culture of excellence. Finally, hear what Memphis head coach Penny Hardaway had to say about Hurley's grit and the respect UConn commands on the court. With Maui signaling the start of the “real season,” we analyze what a championship run in this tournament could mean for the Huskies and what falling short might reveal. Show Notes:Segment 1: Previewing Memphis – A Statement Game for UConn• UConn faces a Memphis team coming off a shaky win over San Francisco, where defensive lapses and inconsistent scoring stood out.• Memphis struggled with long scoring droughts and allowed uncontested looks, which UConn's efficient offense can exploit.• Analyzing Memphis's reliance on individual brilliance from players like PJ Haggarty and Moussa Cisse, compared to UConn's depth and discipline.• Key matchups: UConn's interior strength vs. Memphis's backcourt edge.• Predictions: UConn's offensive schemes and athleticism point to a dominant 82-65 victory, barring uncharacteristic mistakes. Segment 2: Dan Hurley's Relentless Work Ethic• Insights into Hurley staying late with his staff to watch film, reinforcing his commitment to continual improvement.• Quotes from Hurley: “Every possession tells a story. Every mistake, every success—it's all there on the film.”• The impact of Hurley's intensity on UConn's toughness and discipline on the court.• Penny Hardaway's praise for Hurley: “He's a grinder. His teams play like it. Tough, relentless, and unafraid of the moment.”• How Hurley's approach mirrors UConn's championship mindset and sets the standard for the season. Segment 3: Penny Hardaway's Admiration for UConn and Hurley• Hardaway's recognition of UConn's edge: “When you play UConn, you know you're in for a fight.”• The respect between two competitive coaches who understand what it takes to win at the highest level.• How this matchup reflects both teams' culture, grit, and championship aspirations.• Why this game is a mirror for UConn, as Hurley puts it, showing what the team is—and isn't yet. Closing Segment:The real season starts now. These next three days before Thanksgiving will define UConn's potential and set the tone for their title defense. Winning in Maui would validate all the projections we've made about their depth and execution. Falling short would offer lessons and opportunities for growth as the season progresses. Stay locked in for every detail, analysis, and prediction as we navigate this pivotal stretch for UConn basketball. Ad Reads:FanDuel:Get ready to tackle NFL action with FanDuel, America's No. 1 sportsbook! Bet $5 and get $150 in bonus bets if you win. Visit FanDuel.com to start today. Gametime:There's nothing like live sports. Download the Gametime app, use code LockedOnCOLLEGE, and get $20 off your first purchase. Gametime.co—what time is it? Gametime! #uconnbasketball  #memphistigers  #mauiinvitational  #collegebasketball  #danhurley  #gohuskies  #LockedOnUConn #ncaahoops  #MarchMadness #uconnnation #basketball #lockedonpodcast

CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey
Ep. 009 - How to Prepare Your People for OneStream's Change with Nova Advisory Chief of Staff Susan Maron

CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

Play Episode Listen Later May 1, 2024 26:17


In this episode, Andy Smetana discusses the importance of change management in OneStream projects with Susan Maron. Susan emphasizes the need for change management to start from day one and continue throughout the project. She highlights that neglecting change management can lead to hasty decisions, lack of user trust, and inefficiencies. It's crucial to involve experts and consider written support, whether the project is in-person or remote, to ensure a smooth transition and avoid surprises. Susan Maron is the Chief of Staff for Nova Advisory, which is our fancy way of saying she supports team culture and operations.  Some days, Susan works with our team members on new thinking and processes and some days she works with our CEO, Nate Coate, on Nova's strategic roadmap.  Susan's expertise and leadership in Change Management across our largest clients are instrumental in the details for today's Podcast.   Key Highlights: [00:01 - 09:22] Defining Organizational Management Nova Advisory's focus is on organizational change management, especially in training and communication. It is crucial to align terminology and grasp change management's broad impact. Vital for tackling anticipated change management challenges. [09:23 - 12:46] Challenges in Change Management and Client Involvement All projects, including OneStream implementations, face expected surprises. Common problems include time-consuming data reconciliation and unexpected discrepancies. Only underestimating time leads to complete stakeholder involvement and overlooked aspects. [12:47 - 21:56] Client's Role and Considerations in Change Management Clients must evaluate their resources and time for internal change management. Limited expertise risks suboptimal outcomes when handling change internally. Effective change management starts from day one and continues throughout all phases. [21:57 - 27:39] Closing Segment The critical role of written support in both in-person and remote settings. In-person collaboration is vital for key milestones like project kickoff and user acceptance testing. Successful remote project implementations during COVID-19 highlight remote work advantages. The simplicity and effectiveness of clear communication and planning in change management.   If you liked this episode of the show, CPM Customer Success, please LEAVE A 5-STAR REVIEW, like, share, and subscribe!   Get in touch with Andy: Email: Andy.Smetana@NovaAdvisory.com LinkedIn: https://www.linkedin.com/in/andy-smetana/   Thank you for tuning in!   Tweetable Quotes: “Sometimes it's not about having the right people. It's about those people having the right time.” - Susan Maron “The point is to stay, to anticipate what those challenges are gonna be, and to stay way ahead of those changes with frequent communication to the whole group.” - Susan Maron “For our most successful clients, Change management should occur from day one through go live, as a good differentiator for success.” - Susan Maron “Change management doesn't, it's not rocket science. It doesn't take one. So the most successful clients have the simplest communications, the willingness. What makes organizational change management successful for a OneStream project is that willingness and the time to plan ahead.” - Susan Maron 

CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey
Ep. 002 - Tips from 25 Years of EPM/CPM Success with Nova Advisory CEO Nate Coate

CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

Play Episode Listen Later Mar 25, 2024 17:33


In this episode, Andy Smetana and Nate Coate discuss the evolution of performance management tools, shifting from on-premise to subscription-based solutions. They highlight the impact of larger, more versatile tools and the significance of remote teams in a post-COVID world. Nate shares insights on the benefits of OneStream and offers advice to those considering their performance management journey.  Nate Coate, CEO of Nova Advisory. Nate is a founder of multiple companies serving the Office of Finance executives in solving their most pressing challenges with improved financial processes and the market-leading Corporate Performance Management (CPM) software platform, OneStream. With a unique perspective having seen the Enterprise Performance Management (EPM) software market evolve over a 25-year career, Nate can guide clients to solutions resulting in improved financial performance, while removing complexity and risk from their business.   Key Highlights: [00:01 - 06:11] From Finance to EPM Expert: Nate Coate's Journey Nate's career journey in Enterprise Performance Management (EPM). He starts as a financial analyst at CCC Information Services. Transition to using S Base and eventually specializing in Hyperion/Oracle EPM. Founding Key Performance Ideas and selling them to Excel Alpha.   [06:12 - 11:56] Pioneering OneStream: Nate's Strategic Pivot Nate's decision to pivot to OneStream after selling his company. OneStream gaining market share and strong community support. The advantages of OneStream in scalability and flexibility. The transition from point solutions to an enterprise platform.   [11:57 - 16:41] Navigating OneStream Success: Customer's Guide Articulating clear goals for the implementation. Ensuring organizational buy-in and involvement. Emphasizing a phased approach instead of trying to do everything on day one. The importance of a strong executive sponsor on both sides.   [16:42 - 18:52] Closing Segment The importance of post-implementation support and ongoing care. Options for supporting OneStream applications: in-house, outsourcing, or hybrid. The shift in support dynamics with the move to Software as a Service (SaaS). The benefits of remote and dispersed teams, especially in a post-COVID world.   If you liked this episode of the show, CPM Customer Success, please LEAVE A 5-STAR REVIEW, like, share, and subscribe!   Get in touch with Andy: Email: Andy.Smetana@NovaAdvisory.com LinkedIn: https://www.linkedin.com/in/andy-smetana/   Get in touch with Nate: Website: www.NovaAdvisory.com LinkedIn: https://www.linkedin.com/in/nate-coate-7a35491/   Thank you for tuning in!   Tweetable Quotes: “The solutions are more enterprise platforms. So it's a starting point or a launching pad into a more of a business-wide solution.” - Nate Coate   “If you have customers that aren't happy either with the software or with their implementation partner, I don't think you're going to last very long in space. And so, you know, from my perspective that has to be kind of the cornerstone of everything we try to do.” - Nate Coate   “I had seen this shift in the marketplace where OneStream was starting to really take away market share.” - Nate Coate

Share The Wealth Show
Flashback Friday Ep 49 - Making Real Estate Investing Affordable & Accessible: Start with $250!

Share The Wealth Show

Play Episode Listen Later Jan 12, 2024 46:37


In this flashback friday episode, we have Vontenea Stokes is the CEO & Co-Founder of Secure Living, a financially regulated real estate funding platform. The company's mission is to make real estate investing more affordable and accessible to the average household; while at the same time, providing alternative funding to real estate professionals. As a real estate investor, she experienced firsthand the challenges of getting started with real estate and acquiring the capital to do so. Vontenea recently ditched her comfy 9-5 to focus all her energy on creating more equitable investment opportunities for the average person. This year, Secure Living became registered with the SEC and is a member of FINRA. Vontenea has a background in marketing and communications and has managed multi-million-dollar product assortments. This experience supports her in managing and facilitating the capital raise for real estate deals on Secure Living's website. ________________________________ Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here: https://noirvestholdings.kartra.com/page/microfamilymavericks Check out our podcast website! Thesharethewealthshow.com Want to leave feedback or suggestions on our show? Take our survey: https://s.surveyplanet.com/c1xu5qdv ________________________________ [00:00 - 20:13] The importance of understanding the legalities and regulations behind offering real estate investment opportunities The background and current work of Von Stokes, CEO of Secure Living, a real estate focused funding portal that helps real estate professionals and investors find capital through individual investments or crowdfunding methods The mission of affordability and accessibility in real estate investing, and how Secure Living helps make it possible for the average person to invest in real estate The personal story of Von Stokes' journey into real estate investing, starting with a family-funded investment shortly after college that paid off his student loans and led to the creation of Secure Living   [20:14 - 30:38] The crowdfunding platform supports both debt and equity opportunities The platform is flexible and allows for the issuer to choose the type of security that fits their company best (debt, equity, profit sharing, convertible notes) Convertible notes allow for debt to be converted into equity at a specified time in the future   [30:39 - 37:57] Real estate securities and crowdfunding They are currently in a phase of relationship building, reaching out to potential investors and sponsors They mention that with crowdfunding, they are able to raise funds from non-accredited investors and advertise publicly, whereas with traditional funds and syndications, only accredited investors can participate and it is not publicly advertised They mention that when registering on their website, there is a requirement to indicate whether the individual is accredited or not, with different investment limits for each   [37:58 - 45:18] Closing Segment The final questions Investment strategy should be scalable You need to be healthy and insane enough to, to do something with it Wealth is generational. Having something that you can pass down, having a solid foundation What's next for Vontenea? Key Quotes  “So we don't show favoritism, one or the other.” - Vontenea Stokes “Wealth takes on a lot of different facets.” - Vontenea Stokes Connect with Vontenea Stokes through securelivingrei.com. Follow her on Instagram, Facebook, LinkedIn Let's get connected!  You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com  LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

Share The Wealth Show
Flashback Friday Ep 48 - Investing In Both Sides of the Energy Coin: Oil Leases & EV Charging Stations

Share The Wealth Show

Play Episode Listen Later Jan 5, 2024 37:32


In this flashback Friday episode, we welcome back Andrew Jessup as he shares how he has been able to use multiple avenues to make money. He explains how he and his business partner Greg earned almost a million dollars in their first 11 months despite having no prior experience. He also dives into how good customer service and strategic partnerships are key for a successful business, as well as the importance of taking calculated risks and learning foundational knowledge before taking the plunge into entrepreneurship. Finally, Andrew gives advice on how to use social media effectively, hosting paint and sip nights, and investing in books that can provide valuable information. Discover the many ways you can make money with Andrew's inspiring story of success! ________________________________ Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here: https://noirvestholdings.kartra.com/page/microfamilymavericks Check out our podcast website! Thesharethewealthshow.com Want to leave feedback or suggestions on our show? Take our survey: https://s.surveyplanet.com/c1xu5qdv ________________________________ [00:00 - 07:15] From Negative Net Worth to Six Figures: Currently making monthly money in real estate  Worked as a paid magician, DJ, and blackjack dealer/player Moved to DC area and started flipping houses with current business partner Started JG Atlantic Capital for real estate operations and JG Roofing and Construction for roofing operations Made almost a million dollars in gross revenue in 11 months without prior experience  Found most contractors lack good salespeople and customer service skills   [07:16 - 14:25] From W2 to Oil Leases: How One Person Learned to Leverage Multiple Streams of Income Greg moved in a different direction and started a tech company, Jess Technologies JG Oil and Gas was started on vacation in South America Oil leases allow the landowner to get 25% of the money and the leaseholder to get 75% of the money JG Oil and Gas was formed as a C corporation to be able to divvy out shares and sell portions of the company Shares were sold at a premium, allowing JG Oil and Gas to have $0 out of pocket cost  [14:26 - 21:47] Andrew's Story: Learn, Implement, and Grow - The Key to Success in Multiple Industries Recurring revenue streams are a focus  Co-founder and CTO of Capital Energy Solutions, which sets up electric vehicle charging stations across the country Working on a product with Jessup Technologies for the gaming industry related to cryptocurrency  Network formed from previous organization has led to various successes  Education is important, but implementation is key   [21:48 - 34:20] Closing Segment The final questions Diversification is for investors who don't know what they're doing Wealth means freedom of choice, leaving a legacy, controlling destiny, and having multiple streams of income The one thing needed to take business to the next level is up to the individual What's next for Andrew? Key Quotes  “Your network is your network.” - Andrew Jessup “Wealth is having your name on the building, you know, you, you controlling your destiny, having multiple streams of income, having access to pay.” - Andrew Jessup Connect with Andrew Jessup through theturquoisecup.com, capenergyinc.com, royalfamdjs.com. Follow him on Instagram Let's get connected!  You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com    LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

Passive Income Unlocked
456. From Hardship to Harmony: A Stoic Approach to Investing

Passive Income Unlocked

Play Episode Listen Later Dec 28, 2023 12:46


How can the principles of stoicism and the lessons from life's obstacles shape our approach to investing and personal growth?   In this episode, Suja welcomes guest Travis Baucom to explore the intersection of mindset, stoicism, and investment strategies. Travis shares his personal journey, deeply influenced by Ryan Holiday's books and stoic philosophy, particularly after a traumatic event in his life. The conversation sheds light on how overcoming life's obstacles and embracing stoicism can lead to a more balanced and fulfilling life and career.    This episode is a compelling listen for those seeking to align their professional ambitions with personal well-being and philosophical insights.     [00:01 - 04:13] The Power of Mindset in Investing The crucial role of mindset in achieving investing goals The impact of personal reading on investment strategies Influence of Ryan Holiday's books on Travis's life philosophy   [04:14 - 08:36] Stoicism as a Life Operating System Personal trauma as a catalyst for philosophical growth Stoicism's impact on decision-making and opinions Embracing challenges as opportunities for growth   [08:37 - 2:45] Closing Segment The importance of eliminating ego for true self-discovery Balancing life's pursuits with enjoying the present The transient nature of life and the pursuit of meaningful impacts     Key Quotes:   "The joy really is in the journey." - Travis Baucom   "Eliminating your ego puts you in a place where your truest self can come out." - Travis Baucom     Connect with Travis:   Website: www.investinstoragedeals.com LinkedIn: Travis Baucom Instagram: @travis_baucom       WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Passive Income Unlocked
454. Re-Run: How to Transform Lives through Financial Planning with Debra Schatzki

Passive Income Unlocked

Play Episode Listen Later Dec 21, 2023 32:50


How can embracing a holistic approach to financial planning transform not just your wealth, but also your life's trajectory and family dynamics?   In this enlightening episode, Debra Schatzki, a distinguished figure in the financial services industry and the founder of BPP Wealth Solutions, shares her unique journey, beginning with her mother's inspirational career in financial planning to her own evolution in the industry. She delves into the philosophy of BPP Wealth Solutions, emphasizing a comprehensive approach to building, protecting, and preserving wealth. Debra's insights reveal the profound impact of financial planning on family dynamics and individual empowerment, offering valuable lessons on navigating the complex world of finance with wisdom and foresight.    Debra's is an independent advocate for her clients, and her work is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures.     [00:01 - 08:24] The Journey to Financial Expertise: A Family Legacy Debra's entry into the financial world was influenced by her mother's career and achievements The importance of early financial education and exposure The unique challenges and rewards of working within a family business   [08:25 - 16:18] Building a Holistic Financial Firm: The BPP Wealth Model The creation of BPP Wealth stems from Debra's desire to offer comprehensive financial solutions Emphasis on understanding client cash flow and creating tailored financial plans The role of financial planning in building, protecting, and preserving wealth.   [16:19 - 23:55] Navigating Family Dynamics in Wealth Management The complexities of managing finances across generations Strategies for engaging younger family members in financial planning The importance of aligning financial plans with family values and goals.   [23:56 - 29:00] Investment Strategies and Portfolio Diversification Debra's approach to investment management and the importance of diversification The impact of market trends on investment choices Educating clients about different investment options and their implications.   [29:01 - 32:49] Closing Segment The critical role of regular financial reviews and plan adjustments Debra's insights on the future of financial planning and wealth management The significance of Debra's book, "Chaos to Joy," in understanding client transformations     Connect with Debra:   LinkedIn: Debra Schatzki Facebook: BPP Wealth Solutions     Key Quotes:     "It's not just about building a plan to get by; it's about building a plan based on what you could have." - Debra Schatzki   "Real wealth gets made through diversification and making changes as you move on." - Debra Schatzki   "There's so many ways to look at your life to make sure that you're being tax savvy." - Debra Schatzki   "The only way I think that you can really help somebody with their investments is understanding how much they're going to need." - Debra Schatzki       WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

The Scoop With Erica Krupin
Ep 63. Empowering Entrepreneurs: Look at your company as a BRAND w/Nancy P. Young

The Scoop With Erica Krupin

Play Episode Listen Later Dec 18, 2023 45:48


Welcome to The Scoop Podcast, where your host Erica Krupin engages in insightful conversations with notable content creators and business owners. In this episode, Erica welcomes one of her favorite influencers and entrepreneurs, Nancy P. Young. Nancy, a digital and lifestyle influencer, creator at Dbts Skin Bar, LLC, and co-creator at Bean Wellness, LLC, wears many hats as a brand builder, mother, and wife. In a warm and candid discussion, Erica and Nancy dive into various aspects of Nancy's life and expertise. Segments: Sunscreen Importance for Outdoor Service Providers: Erica and Nancy discuss the crucial role of sunscreen, especially for outdoor service providers. Drawing from her experience as an esthetician, Nancy shares personal insights and stories that emphasize the importance of skincare in her businesses. The Art of Creating a Brand: Shifting gears, Erica explores Nancy's journey as a Brand Builder. They delve into the key elements that make a brand stand out and discuss the inspiration behind Nancy's ventures into creating and building brands. The Significance of Branding: Nancy emphasizes the importance of building a strong brand identity, particularly for small business owners. Exclusive tips for crafting engaging social posts are shared, providing valuable insights for listeners. Navigating Entrepreneurship as a Strong Female Business Owner: In an empowering chat, Erica and Nancy discuss the challenges of entrepreneurship for women. Nancy shares advice and insights, addressing potential barriers she has faced and how she navigated them. Confidence and Raising Strong Little Girls: Erica and Nancy touch on the topic of confidence, exploring Nancy's journey and strategies for boosting confidence. The conversation extends to Nancy's role as a mother, discussing how she instills confidence in her daughters. Traveling Globally and Gaining Business Insights: Erica explores Nancy's global travels and how these experiences have influenced her approach to business and life. Documenting the Journey: Nancy is known for documenting her journey, and the hosts discuss the pros and cons of this practice. They share insights into how documenting experiences, both personal and professional, has played a crucial role in growth and development. Closing Segment: The episode concludes with a quick recap and highlights, inviting listeners to connect with Nancy on social media. Erica expresses gratitude, and Nancy shares where listeners can keep up with her incredible journey. Don't miss this engaging and informative episode of The Scoop Podcast with Erica Krupin and Nancy P Young. Tune in for valuable insights into entrepreneurship, branding, confidence, and more. Follow Nancy on social media to stay updated on her inspiring journey. Stay In Touch with Nancy:  Link Tree: https://linktr.ee/nancypyoung

Passive Income Unlocked
449. How to Transform Lives through Financial Planning with Debra Schatzki

Passive Income Unlocked

Play Episode Listen Later Dec 4, 2023 32:50


How can embracing a holistic approach to financial planning transform not just your wealth, but also your life's trajectory and family dynamics?   In this enlightening episode, Debra Schatzki, a distinguished figure in the financial services industry and the founder of BPP Wealth Solutions, shares her unique journey, beginning with her mother's inspirational career in financial planning to her own evolution in the industry. She delves into the philosophy of BPP Wealth Solutions, emphasizing a comprehensive approach to building, protecting, and preserving wealth. Debra's insights reveal the profound impact of financial planning on family dynamics and individual empowerment, offering valuable lessons on navigating the complex world of finance with wisdom and foresight.    Debra's is an independent advocate for her clients, and her work is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures.     [00:01 - 08:24] The Journey to Financial Expertise: A Family Legacy Debra's entry into the financial world was influenced by her mother's career and achievements The importance of early financial education and exposure The unique challenges and rewards of working within a family business   [08:25 - 16:18] Building a Holistic Financial Firm: The BPP Wealth Model The creation of BPP Wealth stems from Debra's desire to offer comprehensive financial solutions Emphasis on understanding client cash flow and creating tailored financial plans The role of financial planning in building, protecting, and preserving wealth.   [16:19 - 23:55] Navigating Family Dynamics in Wealth Management The complexities of managing finances across generations Strategies for engaging younger family members in financial planning The importance of aligning financial plans with family values and goals.   [23:56 - 29:00] Investment Strategies and Portfolio Diversification Debra's approach to investment management and the importance of diversification The impact of market trends on investment choices Educating clients about different investment options and their implications.   [29:01 - 32:49] Closing Segment The critical role of regular financial reviews and plan adjustments Debra's insights on the future of financial planning and wealth management The significance of Debra's book, "Chaos to Joy," in understanding client transformations     Connect with Debra:   LinkedIn: Debra Schatzki Facebook: BPP Wealth Solutions     Key Quotes:     "It's not just about building a plan to get by; it's about building a plan based on what you could have." - Debra Schatzki   "Real wealth gets made through diversification and making changes as you move on." - Debra Schatzki   "There's so many ways to look at your life to make sure that you're being tax savvy." - Debra Schatzki   "The only way I think that you can really help somebody with their investments is understanding how much they're going to need." - Debra Schatzki       WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Passive Income Unlocked
448. Strategic Financial Planning for Real Estate Success with Lane Kawaoka

Passive Income Unlocked

Play Episode Listen Later Nov 30, 2023 38:07


Can the journey from a single rental property to a multi-million dollar real estate investment be simplified, or is it inherently a path filled with complexities and unique challenges?   In this insightful episode, Suja sits down with Lane Kawaoka, a seasoned real estate investor and podcast host. Lane shares his journey from purchasing his first rental property to managing a diverse and substantial investment portfolio. The conversation delves into the intricacies of real estate investment, the impact of current market dynamics, and strategies for scaling investments. Lane's expertise illuminates the path for aspiring investors, offering actionable advice and debunking common misconceptions in the real estate world.     [00:01 - 08:48] Starting Small in Real Estate Lane's initial foray into real estate with a single rental property The progression from individual properties to turnkey rentals The scalability challenges of individual property investments   [08:49 - 15:00] Transition to Syndications and Private Placements Understanding the risk and reward balance in larger investments The concept of accredited investing and networking with seasoned investors Advantages of syndications for scaling investments   [15:01 - 25:00] Insights on Market Dynamics Lane's perspective on the current real estate market, including interest rates and cap rates The impact of market dynamics on different real estate sectors Navigating different real estate sectors amidst market fluctuations   [25:01 - 35:00] Innovative Financial Strategies Exploring the concept of infinite banking and its role in real estate investment Comparing traditional and alternative financial strategies Tailoring financial strategies to individual investor profiles   [35:01 - 38:06] Closing Segment The importance of diversification and risk management Lane's strategies for investors at different stages of wealth accumulation The importance of patience and long-term planning in real estate.     Connect with Lane:   Website: https://simplepassivecashflow.com/ LinkedIn: Lane Kawaoka YouTube: The Wealth Elevator       Key Quotes:     "You have to start somewhere. It's all about taking that first step into investing and learning from there." - Lane Kawaoka   "Your network is your net worth in real estate investing." - Lane Kawaoka   "When a deal isn't sexy, that's the time when investors go in or the good ones go in." - Lane Kawaoka   WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Let's Talk Business
Turning the Science of Communication Into an Art with Glenn Milliet

Let's Talk Business

Play Episode Listen Later Nov 20, 2023 54:09


We are communicating all the time, which also means that we're constantly trying to sell. What are the most important communication skills that will help your potential client hear you and feel heard, thereby helping you close a deal easily and effectively? Join Meny and his guest, communications expert Glenn Milliet, as they explore the science behind personal communication. They discuss the ten commandments of good communication, why communication is a science rather than an art, the importance of body language, the three reasons that salespeople fail, why every conversation needs to end with an offer, the importance of getting confirmation, what to do when your potential client isn't convinced, and much more.   Glenn Milliet is an international keynote speaker and a Communication, Sales Closing, and Business Building Expert with close to fifty years of experience. He has worked with thousands of global business professionals, from entrepreneurial start-ups to industry giants. He originally honed his skills in communication and branding to build a multi-million-dollar salon operation.     [00:01 - 10:00] The Foundation of Communication • Communication is a science that becomes an art when applied consistently • The importance of listening to understand, not just to respond • Transformative power of effective communication in personal and professional growth   [10:01 - 20:00] The Art of Selling and Closing • Selling is about transferring emotion and understanding the client's desires • The difference between selling and closing deals • Strategies for effective selling and how to address client needs   [20:01 - 30:00] Building Trust through Communication • The importance of building and maintaining relationships • How trust is the ultimate foundation in both personal and business relationships • The impact of consistency and reliability in communication   [30:01 - 40:00] Understanding Client Needs • Mastering the art of asking the right questions to uncover client needs • The role of empathy in understanding and addressing client concerns • Techniques for ensuring client satisfaction and loyalty   [40:01 - 50:00] The Power of Branding and Positioning • The significance of branding in creating a market perception • How effective communication can enhance brand positioning • Strategies for differentiating your brand in a competitive market     [50:01 - 54:04] Closing Segment • The power of words • Glenn on the fire rapid-questions   Want to connect with Glenn? Email him at Glenn@bizcomxpert.com. Head to Business Communication Expert and start communicating like a Pro!   Key Quotes:     "Success is what I do for me. Significance is what I do for everybody else. Success is an event. Significance is a lifestyle. I choose to live significantly." - Glenn Milliet   "It has been said that communication is an art, and I'm here to tell you it is not. It is a science, and when you understand the science, and you apply it relentlessly, then it becomes an art." - Glenn Milliet    "There is not one aspect of our life where communication is not the most crucial element." - Glenn Milliet   "You are not in business to sell what you want to sell. You are in business to sell what the client wants to buy." - Glenn Milliet     Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn   LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on  Spotify,  Apple Podcasts, or wherever you get your podcasts! 

Share The Wealth Show
Flashback Friday Ep 43 - The Triple Threat To Wealth Building: Taxes, Wall St and Debt

Share The Wealth Show

Play Episode Listen Later Nov 17, 2023 51:25


In this Flashback Friday episode, we have Jamilah N. McCluney. She started Black Wealth Financial after learning some very important money lessons the hard way. Being completely clueless as to how credit cards, mortgages, or 401ks worked, she found herself making horrible money moves and financial decisions, which would ultimately impact her financial future in a very real way. The process of dealing with money is very personal to Jamilah and she often sees a similarity and feels a connection with her clients no matter where they are along their financial path.She earned a Bachelor of Science degree in Psychology from Howard University and believes that her background in behavioral science helps her understand how people think and feel in regards to their personal debt and finances. Jamilah's goal is to eliminate her clients' anxiety around money and to proactively and quickly get them out of debt, and on the path to living their best financial lives. She's been dedicated to this pursuit for nearly a decade and sees herself more as a financial coach and strategist. Her action plans are very hands-on and she's not afraid to speak the hard truths and realities when it comes to you and your money.________________________________Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here:https://noirvestholdings.kartra.com/page/microfamilymavericksCheck out our podcast website!Thesharethewealthshow.comWant to leave feedback or suggestions on our show?Take our survey: https://s.surveyplanet.com/c1xu5qdv________________________________[1:00 - 15:31] Escaping the Racial Wealth Gap and Building an Abundant LifeHow she started her own business, Black Wealth Financial, after learning some important money lessons the hard wayHow her business focuses on teaching people how to build and protect their wealth through strategies such as buying and selling commercial properties, investing, and diversifying their portfoliosWhy clients should be their own bank, so they can earn their own interest [15:32 - 29:37] The Power of Life InsuranceThe benefits of life insurance, including the ability to use it to reduce taxes paid over one's lifetime and to invest in assets that will provide tax advantagesOne of the key benefits of life insurance is that it allows you to borrow against the policy, which can be useful for real estate or other cash-producing investmentsThe current market conditions are causing many people to rethink their retirement plans and invest elsewhere [29:38 - 41:34] How to Handle When Your Money Goes Down Quickly in the Stock MarketThere are a variety of ways banks can make money from selling life insurance policiesThere are also advanced strategies where people sell off their life insurance and then use the money to invest in other assets, such as real estate or stocksWhy it is recommended to save 15-20% of one's income to benefit oneself in the long term, whether that be in the form of real estate or other investments[41:35 - 48:49] Closing Segment The final questionsWhy ignorance will make you miss out on opportunitiesJamilah shares her strategy in choosing between Baltic Avenue and Boardwalk with the Monopoly gameWhat's next for Jamilah?Connect with Jamilah!Key Quotes “To have the ability to pay cash is a flex.” - Jamilah N. McCluney“The biggest thing you wanna do is grow first yourself.” - Jamilah N. McCluneyConnect with Jamilah N. McCluneythrough www.GetBlackWealth.com. Follow her on

Share The Wealth Show
Flashback Friday Ep 42 - Unexpected Success with Touro and Private Car Rentals - Cash Flow Baby!

Share The Wealth Show

Play Episode Listen Later Nov 10, 2023 29:14


In this Flashback Friday episode, we welcome back Ardranae Byer who shares that going private is a better option because you "can take 'em off the platform if you Want." She also discusses the pros and cons of being under the Touro umbrella versus doing it privately. She also shares that the pros of Touro are their protection plans and that they are supposed to screen the people before they're allowed on the platform. The cons of Toro are that they sometimes don't give you all of your money, and that they are more interested in the renter than the owner. ________________________________Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here:https://noirvestholdings.kartra.com/page/microfamilymavericksCheck out our podcast website!Thesharethewealthshow.comWant to leave feedback or suggestions on our show?Take our survey: https://s.surveyplanet.com/c1xu5qdv________________________________[1:00 - 05:20] Black Professionals in the IndustryArdranae Byer discusses how she turned her focus to real estate and how it's helped her escape the gapShe shares that she's currently working on transitioning out of her full-time job and into a part-time remote positionHow she's planning to retire in the next six months and leave the real estate industry altogether [05:21 - 09:52] Getting into the Car Rental IndustryArdranae shares how her niece saw the author's car on Touro and reserved it before the author even knew it was him or herShe recommends going private over using Touro because you are directly to customer and have more control over your business [09:53 - 18:40] Tips of Being Under TouroWhy she strictly financed her car under her nameThe pros is that they take care of you, for the most partThe cons are you having to split your profits[18:41 - 26:09] Closing Segment The final questionsWhy in diversification there should always some type of diversity, in every aspect of life so you can learnArdranae shares her strategy in choosing between Baltic Avenue and Boardwalk What's next for Ardranae?Connect with Ardranae!Key Quotes “When you direct the customer, everything is on you, the insurance. So you have to go and get the proper insurance.” - Ardranae Byer“It is important that we always stay learning” - Ardranae ByerConnect with Ardranae Byer through https://brokenhousesllc.com. Follow her on Instagram Let's get connected! You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

Passive Income Unlocked
442. How One Doctor Overcame Setbacks & Achieved Financial Security

Passive Income Unlocked

Play Episode Listen Later Nov 6, 2023 23:13


How do physicians diversify their income streams and ensure access to money for investments?   Today, we delve into Pranay Parikh's journey in medicine and real estate. From graduating from Caribbean medical school to completing residency at USC and investing in real estate, Pranay shares his story of overcoming obstacles to success. He talks about how to achieve success in business and medicine, including the importance of diversifying income streams and access to money for physicians. Pranay shares his unique perspective on how to use one's skills and knowledge to learn new subjects outside of medicine quickly, identify what one wants in life, and create decisions that are aligned with who they are. Let's dive in!   Dr. Pranay Parikh is a medical doctor, serial entrepreneur, and podcast host. His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship and real estate. Over the past 36 months, he's bought over $250 million in real estate and helped 100s of others invest in real estate without being a landlord.     [00:01 - 06:50] Unconventional Path to Medicine Leads Pranay Parikh to Real Estate Success • How Pranay became a doctor, entrepreneur, and podcast host • A course to teach others about real estate • Real estate market doesn't always work your way • Reputation is more important than money   [06:51 - 13:33] Working Hard to Achieve Success • In deals, sometimes things go wrong, and you need to be able to pick yourself up and move on • How a team of 3 full-time people and contractors owns 310 million worth of real estate • Doctors often live hand to mouth due to high salaries becoming a 'golden handcuff' • White Coat Investor suggests living like a resident for a few years and working like one in the first year out of residency   [13:34 - 19:29] How to Create a Life of Balance and Abundance • The tax benefits and access to money through real estate investments • How to create a stream of income that doesn't make the tax situation worse • The effective life formula: Identity, what you want in life, making decisions aligned with values, and diversifying work   [19:30 - 23:12] Closing Segment • The gold medal syndrome - feeling lost after achieving goals • Physicians need to focus on having more options for their work hours     Connect with Pranay:   Website: ascentequitygroup.com Facebook: Pranay Parikh LinkedIn: Pranay Parikh Podcast: From MD to Entrepreneur with Dr. Pranay Parikh       Key Quotes:     "It is more important what I do with my money than how much I make." - Pranay Parikh    "The deeper you are in one subject, the more fearful you feel about knowing something else." - Pranay Parikh   "You need to have a way to make decisions that are aligned with who you are and what you want." - Pranay Parikh   "We get super excited, and we want to do something, but we need to make sure the systems that we build are something that we can have consistency over time." - Pranay Parikh       WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Let's Talk Business
Sales isn't Selling - It's Problem Solving with Tom Jackobs

Let's Talk Business

Play Episode Listen Later Oct 23, 2023 36:55


In 2008, Tom Jackobs purchased a personal training facility… and almost went broke in the first six months. He had to learn how to sell - and those skills changed his life forever.   In this engrossing episode of Let's Talk Business, Meny Hoffman talks to Tom about the secrets of successful selling, including how to see sales as problem solving, at what point you need to keep your mouth shut, how to avoid appearing like (and being) a sleazy salesperson, how to get a prospect to give you a decision at the end of the first meeting, why the questions you ask before your presentation are more important than the presentation itself, the reasons that you are your best salesperson (and what to do about that when you are big enough to have a full sales team), and more.   [00:01 - 09:33] Opening Segment • How Tom grew up disliking sales to becoming a successful salesperson • The negative approach to sales comes from the idea that one person wins and one person loses, creating a zero-sum game • Tom's approach to sales starts with the mindset shift that salespeople are problem solvers   [09:34 - 20:50] Understanding The Process of Selling • Tom discusses his experience in sales in the fitness industry and why the consultative approach is important • Salespeople should focus on getting a decision from the prospect at the end of the conversation • Treating sales as a process will ensure you'll consistently close the deal   [20:51 - 24:49] How the Sales Process Can Set You Up for Success • Some extroverts spend too much time on rapport-building • Introverts do better if they stick to the process • As a business owner, you are the primary salesperson in your business Establish a good management process and scripting of the sales process for your team   [24:50 - 30:48] Leveraging the Power of Storytelling • Understand the needs of the client or crowd you're speaking to and address any objections throughout the presentation • Share stories and case studies of past clients, as well as your own personal story • Tailor your presentation to connect the audience to their dream outcome with your product   [30:49 - 36:54] Closing Segment • The sale is made during the questioning or discovery phase • Be comfortable having uncomfortable conversations with your client • Tom on the rapid-fire questions     Want to connect with Tom? Visit TomJackobs.com and follow him on LinkedIn, Facebook, Instagram, and Twitter. Get your FREE gift now, Tom's powerful workbook in creating an impactful story!    Key Quotes:   “If we come across as that needy salesperson or the sleazy salesperson that's pushing something on somebody that's going to turn off most of the population these days. But if we rather approach it as we are problem solvers and our first initial obligation and duty for that prospect is to find out what their problem is.” - Tom Jackobs   “I am a problem solver now, and I have to find a process to sell. And that's the key word is that it's a process. And when you treat it like a process, then you do it the same way each and every time and you'll get the same result, which is the sale at the end of it.” - Tom Jackobs   “There's no reason that a decision should not be made. And oftentimes, I'm giving them the agenda of what's going to happen and at the end of our conversation, we're going to make a decision together, whether this is a good fit for you or not, either is okay, but we do want to make a decision today.” - Tom Jackobs     Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn   LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts!   

Share The Wealth Show
Flashback Friday Ep 39 - Not Like Stocks! Passive Paper Investing Backed By Hard Assets

Share The Wealth Show

Play Episode Listen Later Oct 20, 2023 28:23


In this Flashback Friday episode, we welcome back Lorraine Millington as she discusses the benefits of purchasing non-performing loans and doing due diligence before purchasing those notes. Lorraine shares her experience in a recent loan where she and her joint venture partner was able to get a high roi on the note. She also talks about building business with brokers, mentors, and the bank and the importance of having knowledge of the basics of notes.________________________________Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here:https://noirvestholdings.kartra.com/page/microfamilymavericksCheck out our podcast website!Thesharethewealthshow.comWant to leave feedback or suggestions on our show?Take our survey: https://s.surveyplanet.com/c1xu5qdv________________________________[00:01 - 05:29] Benefits of Purchasing Non-Performing LoansCheck out part 1 of the interview with Lorraine!Non-performing loans are secured by a hard assetThere is a potential to pick up properties under market valueDoing due diligence to make sure the value of the asset supports the debt being purchased[05:30 - 11:06] Experiences in Passive Paper InvestingDid a joint venture with a client who wanted to start in note investingAfter doing a close on the loan found out the initial borrower was still making paymentsDiscovering that the ROI on the loan is continuing to increaseImportance of always asking the seller for information[11:06- 16:05] Where to Purchase NotesLook for brokers, mentors, or coaches who have great relationships with banksBanks are looking for purchasers who can solve the problem of getting that asset of their booksMake sure you have an accredited investor and enough money in the bankImportance of having knowledge of what notes are and JV partners[17:30- 26:09] Closing SegmentThe final questionsDiversification as being a protection against ignorance is that we can't believe that one stream, one strategy is going to blow it up for us. We have to make sure that we have our eggs in different basketsLorraine shares his strategy in choosing between Baltic Avenue and BoardwalkWhat's next for Lorraine?Connect with Lorraine!Key Quotes “A non-performing loan can definitely be an option for you. But then also, if someone is looking for passive income opportunities, and maybe the stock market is a little bit too volatile for you, maybe the cryptocurrency market is, is a little too volatile for you. Cuz those are two of my better examples of a more passive paper income type of strategy.” - Lorraine Millington “The debt is still the debt, and you know, we're, we're not necessarily going to adjust that or modify that.” - Lorraine Millington Connect with Lorraine Millington through www.melaninhomes.comFollow her on LinkedIn https://www.linkedin.com/in/lorrainem... andsubscribe to their Youtube channel / @melaninhomesContact her at +1 440-305-5195Let's get connected! You can find Nicole on LinkedIn, Instagram, or Facebook.Visit her website https://noirvestholdings.com LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant...

Share The Wealth Show
Flashback Friday Ep 37 - How To Vet An Operator Before You Invest In Their Deal

Share The Wealth Show

Play Episode Listen Later Oct 6, 2023 45:01


Joining a real estate syndication will allow you to leverage other people's money and invest together in a property. In this Flashback Friday episode, syndication attorney Gene Trowbridge, ESQ, CCIM sits down with us today to give expert insights on syndications and how to become a passive investor. He lists guide questions to ask an operator who's presenting an opportunity for you. As a founding partner of Trowbridge Law Group LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. He has represented over 650 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. As a former syndicator who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, he has won numerous awards for his teaching ability. His book “It's a Whole New Business!” is really a “how to manual” on real estate syndication.________________________________Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here:https://noirvestholdings.kartra.com/page/microfamilymavericks Check out our podcast website!Thesharethewealthshow.com Want to leave feedback or suggestions on our show?Take our survey: https://s.surveyplanet.com/c1xu5qdv ________________________________[00:01 - 11:11] Who is Gene Trowbridge? Gene talks about making great decisions on the kitchen table with his wife and the meaning of wealthHe discusses his background and how he ended up studying law at 45 and helping other people be good syndicatorsHis philosophy is to do a deal by himself first because he wants to make sure everything works before he starts to manage other people's moneyLast year, he sent 1,600+ K-1's to his investors[11:12 - 21:26] What You Need to Know About SyndicationA syndication can be a great way for people to pool their resources and invest in a deal togetherAs a syndicator, it's important that you figure out where the opportunities are and assemble a team that can capture those opportunitiesBuilding your database of contacts is keyWhat he asks his clients who are interested in real estate syndication:How did you get started? What do you think is going to happen in the next three years with your business?What advice do you have for rookies?[21:27 - 26:53] Questions to Ask and Vet SponsorsWhat will happen to the capital if something happens to you?There should be continuityNever invest with an individual sponsorHave you done this before?Even if this is the sponsor's first time, they should have something to bring to the tableAre you going to invest any money in this yourself?If I need liquidity, how will you handle that?[26:54 - 31:19] Becoming a Passive Investor Seek out education and be knowledgeable in real estateNot everyone is equipped to be a syndicator and not every property should be syndicated.The syndication business is a people business[31:20 - 39:52] Closing Segment The final questions Spread the risk and get diversifiedGene shares his strategy in choosing between Baltic...

Share The Wealth Show
Flashback Friday Ep 36 - Quit Your Day Job In 12 - 36 Months Scaling from 0 to 100 Properties

Share The Wealth Show

Play Episode Listen Later Sep 29, 2023 30:48


In today's Flashback Friday episode, Brian Grimes joins us again to talk about creating an impact in the community. He continues to tell us about his mission to uplift C class neighborhoods and share wealth-building knowledge through coaching. He also offers his advice on how to establish trusts to protect your assets and how to remove yourself from your company by building simple systems. Do you want to build wealth for yourself and your family? You need THE [00:01 - 08:42] There Are Infinite Opportunities Out ThereCheck out part 1 of the interview with Brian!There are two things you need in real estate: money and knowledgeWhy you need to tap into lenders when exploring C class neighborhoodsBrian on stepping away from his companies to focus on community developmentLearn to build simple systems and delegateWhen you pass knowledge to others, the outcome multiplies, and more people can create change[08:43 - 15:26] The Importance of Having a TrustHave the trust own the properties and the LLCs, and you be a trusteeThe difference between having an existing LLC and creating the trust vs. starting off with the trust and then acquiring assetsWhy you need to know about the straw man concept[15:27 - 17:29] Welcome to the ClubYou don't need to know everything to be an investorBeing afraid means you are smart enough to know that you're entering an unknown space[17:30- 26:09] Closing Segment The final questionsMillionaires are not made from diversification. They focused on one area first and once they became successful, then they diversified.Brian shares his strategy in choosing between Baltic Avenue and Boardwalk What's next for Brian?Connect with Brian!________________________________Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here:https://noirvestholdings.kartra.com/page/microfamilymavericks Check out our podcast website!Thesharethewealthshow.com Want to leave feedback or suggestions on our show?Take our survey: https://s.surveyplanet.com/c1xu5qdv ________________________________Key Quotes “If I'm good at anything in life, it's building systems and systems that don't break. The best systems, by the way, are simple. They're very scary simple because a simple system, you can magnify by a hundred. It won't break.” - Brian Grimes“I don't believe there's competition in this game, right? There's so much inventory out there, there's so much opportunity that I give it all. I don't hold back any information.” - Brian Grimes“You're going to have these different fears. But in reality, as the deal unfolds, you're just going to learn day by day, and you're going to get better, and you're going to get comfortable.” - Brian GrimesConnect with Brian Grimes through LinkedIn, Facebook, Instagram, and YouTube.Go to

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Flashback Friday Ep 34 -The Safe Investor - Real Estate Can Be Feast or Famine

Share The Wealth Show

Play Episode Listen Later Sep 8, 2023 39:43


There's no one way to build wealth. Some people go all in all at once while others take slow, calculated steps.   In this Flashback Friday episode, Sia Senior takes us through her transition from educator to investor. While her husband immediately jumped into real estate, she chose to stay as a teacher for 10 more years before stepping away when it made sense to her and her family. We hear about how she's been conservative and realistic in her journey and how that helped them mitigate risk and make sound business decisions. She also talks about her commitment to empowering others to achieve financial independence through education and connections.   Sia started her journey in real estate investing, alongside her husband, in 2005 while working as a math teacher. Ten years later, she left the security of her W-2 and became a full-time real estate investor. Sia's experience includes house-hacking her first property, flipping 8 properties, and buying and self-managing multiple properties to hold long-term. Her portfolio also consists of a 16-unit asset acquired through a JV partnership. Sia is a principal at Arrowhead Capital. Arrowhead Capital is a real estate firm that acquires multifamily assets in the Mid-Atlantic and Southeast. They are committed to providing our investment partners with excellent opportunities which allow them to passively create generational wealth and enhance the apartment communities of our residents.    ___________________________________________ FREE Discovery call for The Microfamily Investing Accelerator https://calendly.com/noirvest/microfamilymavericks ___________________________________________   [00:01 - 18:22] Who is Sia Senior?  Sia on the moment they realized the potential of real estate She wasn't initially comfortable with leaving her job, so her husband decided to make the jump first The feast and famine of real estate - sometimes you have clients and deals, sometimes you don't Health insurance is also a consideration and she didn't want to let go of having that security After 10 years, she finally decided to quit her job and go into real estate full-time to scale the business with her husband Sia remained to be levelheaded and calculated in every venture they take   [18:23 - 27:44] Giving Back to the Community Sia discusses their trust and her plans for future alterations The goal for the family is to have their trust last for generations and to have it be able to provide passive income for them and their family It's important to be able to help yourself first before you are able to impact others positively How Sia is sharing opportunities with others to get started on real estate Creating a fund for people who don't have large capital and offering them investing exposure and experience   [27:45 - 30:04] Perspectives on the Market Sia lists the areas they are focusing on right now   [30:05 - 37:03] Closing Segment  The final questions  There's safety in diversification as opposed to me going all in in this one space Sia shares his strategy in choosing between Baltic Avenue and Boardwalk What does Sia need right now to get to the next level? Connect with Jordan!   Key Quotes    “I'm the good investigator on the side, like, I will check everything. And so once I realized, oh, this is legitimate, I was like, okay, yeah, I'm good to go.” - Sia Senior   “Our plan is one to make sure that our family is set because before you can help other people, you first have to be able to help yourself. You can't pour from an empty cup.” - Sia Senior   “People need an experience, it doesn't have to be a major one, to get them started, you know, just like I needed that first rental to be like, oh, okay, this seems pretty decent.” - Sia Senior     Resources Mentioned: Share The Wealth Show: Creating Black Trust Fund Kids with Portia Wood Share The Wealth Show: The Road To 2053 - Zero Net Worth For The Black Community with Portia Wood Share The Wealth Show: Becoming The First Millionaire In Your Family with Edmund Chien   Connect with Sia Senior through LinkedIn. Go to ArrowheadCap.com and check out their newsletter, webinars, and more. Download the 5 Benefits to Passively Investing In Real Estate Quick Guide: https://tinyurl.com/BuildWealthPassively     Let's get connected!  You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com    LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

Share The Wealth Show
Flashback Friday Ep 33 - Out Work Everybody - Building Wealth with No Experience & No Money

Share The Wealth Show

Play Episode Listen Later Aug 31, 2023 30:07


In today's Flashback Friday episode Jordan D'Silva sits down with us again to discuss how he's taking the reins of Web City Properties and what they are doing to grow their business. He also shares strategies to set yourself up for success in estate planning and imparts inspiring insights about creating connections and building generational wealth.   ___________________________________________ FREE Discovery call for The Microfamily Investing Accelerator https://calendly.com/noirvest/microfamilymavericks ___________________________________________   [00:01 - 07:30] Scaling the Business Check out part 1 of the interview with Jordan! Jordan discusses what assets they are focusing on now Currently, they are looking for opportunities in rural areas that are on the path of progress and places where there's a lack of supply but with other good factors They are also interested in expanding into markets where they can see long-term development   [07:31 - 14:22] What You Need to Know About Estate Planning It's important to get in touch with professionals Go for those who provide quality service because it will pay off in the long run Find out what works for you and your family Connect with the right people who will help you in your estate planning journey Get referrals from your network   [14:23 - 20:13] How to Start Creating Generational Wealth Following what successful real estate investors do can help beginners get started Reach out to older entrepreneurs and philanthropists who open to help and mentor others Look for a niche and figure out how you can offer value   [20:14 - 27:29] Closing Segment  The final questions Diversification is a result of no one knowing what will happen in the future Jordan shares his strategy in choosing between Baltic Avenue and Boardwalk  What does Jordan need right now to get to the next level? Connect with Jordan!     Key Quotes    “Surround yourself with great team members, great attorneys, a state attorney, wealth planner. And also don't just go for the cheapest one.” - Jordan D'Silva   “Smart people find smart people, right?” - Jordan D'Silva   “There are a lot of people out there that want to help. There are a lot of programs out there. And so I think it's just getting involved as much as you can and then following up with a lot of action, providing value to other people, and providing value that is hard to replicate too.” - Jordan D'Silva   Connect with Jordan D'Silva! Check out webcityproperties.com or email him at jordan@webcityproperties.com.    Let's get connected!  You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com      LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.    

Share The Wealth Show
Flashback Friday Ep 31 - The Dynasty Trust: The Thing You Never Knew You Needed

Share The Wealth Show

Play Episode Listen Later Aug 18, 2023 35:37


In this Flashback Friday episode, we speak again with Travis Gibson to learn more about creating and preserving generational wealth. He introduces the dynasty trust, a type of trust designed to last longer than one generation and minimize transfer taxes. He goes in-depth on its benefits and breaks down step-by-step how they were able to establish his family's trust. He also offers actionable advice so you can start setting up your own trust, too   ____________________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/microfamilymavericks  ____________________________________________   [00:01 - 20:14] How to Build a Legacy That Grows Over Time Check out part 1 of the interview with Travis! Travis talks about discovering the dynasty trust Structuring their trust so that their descendants will receive a quarterly distribution The distribution protects the wealth from being squandered Things to consider: state laws in which it will be created, the amount of money available to invest, and the provisions that will be included The trust can have a time limit or be established in perpetuity Spouses and descendants of descendants are not entitled to distributions unless they still have children under 18 The trust should be flexible enough to accommodate changes in the future How to leverage life insurance and having an LLC   [20:41 - 25:15] A Trust is A Gift Travis stresses the importance of estate planning for the future generation Why he is thinking about setting up a new trust in the next few years Creating wealth does not happen overnight, but all you need to do now is to get started   [25:16 - 33:29] Closing Segment  The final questions Consolidation within an asset class and diversification across asset classes Travis shares his strategy in choosing between Baltic Avenue and Boardwalk  What does Travis need right now to get to the next level? Connect with Travis!     Key Quotes    “You have a lot of people that they end up with sizable estates and they give their heirs the entire estate at their passing. And what happens is you create these trust fund babies that have no real appreciation as to what it takes to actually build in this state and size.” - Travis Gibson   “One of the things you have to consider with the dynasty trust is it has to be written in a way where you try to at least consider what can happen in the future.” - Travis Gibson   “Having some type of structure in place to ensure that your assets are handled properly, I think, is a responsibility of anybody that has a family.” - Travis Gibson     Resources Mentioned Share The Wealth Show: Creating Black Trust Fund Kids with Portia Wood Share The Wealth Show; The Road To 2053 - Zero Net Worth For The Black Community with Portia Wood   Connect with Travis Gibson through his LinkedIn! Check out Freeman Equity Group on Instagram, Facebook, Twitter, TikTok, and their website.   Let's get connected!  You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com    LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

Share The Wealth Show
Name Your Price! Uplifting Distressed Communities

Share The Wealth Show

Play Episode Listen Later Aug 4, 2023 25:01


With all the wealth-building potential of real estate, there is a tendency to lose sight of what it really means to add value to the lives of others.   In today's Flashback Friday episode, we get to know more about Nicole Gauthier and how they are bringing transformation and financial literacy to distressed communities. She also highlights the importance of paying the people the right way and empowering them to know what they deserve.   ____________________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/microfamilymavericks  ____________________________________________   [00:01 - 07:03] Making a Difference with Impact Investing Check out part 1 of the interview with Nicole! Nicole breaks down the projects she's currently working on Embodying awesomeness in Wicked Holdings and creating change in distressed neighborhoods   [07:02 - 14:42] Doing Right by the Residents Aside from providing employment opportunities to the locals, fair compensation is a must Investors need to do a better job of talking to the community and understanding what they truly need Nicole shares how she's able to connect with people from different walks of life   [14:43 - 22:53] Closing Segment The final questions Diversify with assets that you know Nicole shares her strategy in choosing between Baltic Avenue and Boardwalk What does Nicole need right now to get to the next level? Connect with Nicole!   Key Quotes “As a real estate investor, we have a fiduciary duty towards our tenants to make sure that they're living in homes that are not falling apart, have heat, running water, and have more than four walls.” - Nicole Gauthier   “I can just ask them and say like, what's your highest bill? Their highest bill's probably not going to be anywhere near what our highest bill is. Maybe it's a hundred bucks, but what's a hundred dollars, right?” - Nicole Gauthier   “It's not only about you going into these communities and doing the things that you think that they need. Sometimes it's nothing like what you've expected and you don't ever know that until you do a deep dive into them and ask them like, Hey, how can I help you?” - Nicole Gauthier    Connect with Nicole Gauthier on LinkedIn https://www.linkedin.com/in/nicole-ga... Instagram https://www.instagram.com/wickedholdi... and Facebook https://www.facebook.com/wickedholding Head over to the Wicked Holdings website https://www.wicked-holdings.com/ and check out the Free Guide for Passive Investing https://www.wicked-holdings.com/regis...    ____________________________________________ Let's get connected! You can find Nicole Pendergrass on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk... Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com   LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast...

Share The Wealth Show
Flashback Friday Ep 27 - Become Accredited While Having Fun

Share The Wealth Show

Play Episode Listen Later Jul 21, 2023 24:27


In this Flashback Friday episode, we continue our conversation with Don Spafford. He details how networking took him from zero to success in real estate. He also talks about the work they do in Happy Camper Capital and discusses his insights on campgrounds as a solid investment asset that could potentially offer 3x returns. Going back to his passion for uplifting others, Don shares how they are opening a path for non-accredited investors and people with limited capital to get into great deals.   ____________________________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/microfamilymavericks   ____________________________________________________   [00:01 - 08:40] The Value of Networking Building relationships with people enabled Don to grow in real state How he was able to reach out to people by listening to podcasts Raising capital for different deals through his connections   [08:41 - 12:41] Investing Opportunities in the RV Campground Space The advantages of investing in campgrounds Higher returns Inexpensive to maintain Provides a unique experience both to customers and investors compared to other types of investments   [12:42 - 15:05] Helping Non-Accredited Investors Become Accredited Why Don and his team are accepting lower minimums to allow non-accredited investors to get started Other development projects that they are involved in that interested investors can explore   [15:06 - 22:20] Closing Segment The final questions Diversification protects us against what we don't know Connect with Don!   Key Quotes “I think that, more than anything, what really led me to where I'm at today is just making those connections.” - Don Spafford   “These are RV campgrounds. It's a short-term rental at a multifamily scale.” - Don Spafford   "If you're not accredited, you can't get into all these great deals, but then how do you become accredited? So, we try to keep open for that.” - Don Spafford   Connect with Don Spafford through LinkedIn https://www.linkedin.com/in/don-spaff... Visit his blog CTR Finance https://ctrfinance.com/ and check out the Happy Camper website https://happycampercapital.com/    _______________________________________________________ Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk... Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com   LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here: https://podcasts.apple.com/us/podcast...

Passive Income Unlocked
410. From Risky Bet to the Largest Coffee Producer in Colombia

Passive Income Unlocked

Play Episode Listen Later Jul 17, 2023 36:14


Cole Shephard is an inspiring entrepreneur who made a daring move at age 31 when he liquidated his 401ks, IRAs, and investment accounts to pursue the untapped potential of Latin American alternative investments.    Join us as we explore his journey to Colombia with an investment group. We'll learn about their decision to invest in coffee and grow the Green Coffee Company into the largest coffee producer in the nation. He'll also discuss his sustainability initiatives and how his company makes operations more environmentally friendly. From taking risks to gaining investors' trust, this podcast episode is full of valuable insight from Cole Shephard!   Cole Shephard is the founding partner of the alternative investment firm Legacy Group and the founder and a board member at the Green Coffee Company, Colombia's largest coffee producer.    [00:01 - 07:43] Opening Segment • An alternative investments expert in Latin America and the largest coffee producer in Colombia How Cole liquidated all his 401ks and IRAs to bet on himself • How Cole got into fresh-cut flowers, coffee, cacao, and commercial real estate investments If he saw something worth investing all his money in, he would do it   [07:44 - 14:30] Investing in Coffee: Risk Management and 30%+ Returns for Investors • Cole's experience in taking a job in Hong Kong with no friends or family in the city • Risk factor dwindles down as you keep doing things outside your comfort zone • Looking at agriculture and seeing two interesting markets: coffee and cacao • Investors needed to see returns of high teens on equity positions   [14:31 - 22:10] Creating a Global Coffee Empire • How Cole built created the largest coffee producer in Colombia in 5 years Potentially becoming the largest consolidated producer of coffee in the world • Why farmland is one of the easiest investments for real estate investors to understand Coffee is one of the most liquid commodities, with a readily determinable price   [22:11 - 28:40] Exploring the Risks and Benefits of International Exposure • Why agriculture is a good option for investors looking to diversify their portfolio The yield profile of ag deals is higher than commercial real estate • Investors seek international exposure to diversify capital outside the US • Why accredited investors should look at private company-based farmland investments internationally   [28:41 - 36:13] Closing Segment • The major risks in the coffee industry • The benefits of sustainable coffee production in Colombia • Competition in Colombia is mostly family-owned businesses without real business practices   Connect with Cole:   Website: https://legacy-group.co/  LinkedIn: Cole Shephard Instagram: @legacygroupinvestments     Key Quotes:   "Risk factor dwindles down as you keep doing things outside your comfort zone, and it gets more valuable as you continue to challenge yourself." - Cole Shephard   “I've done what many people don't do, like just getting outside of a comfort zone. Once I've kind of trained myself to do that, the next thing doesn't seem so risky when you already do something that's risky, right?” - Cole Shephard   “We're very selective on who we allow to run the company, and they have to be the best and the brightest.” - Cole Shephard     WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Accessible Housing Matters
A Passion for Building Accessible Homes in South Florida – Meet Mike Donnelly and Garrett Mayersohn

Accessible Housing Matters

Play Episode Listen Later Jul 17, 2023 30:36


How do you envision a future where every community prioritizes accessibility and inclusivity in their housing options?   Join us as we explore the inspiring story of Michael Donnelly and Garrett Mayersohn, two people working together to provide accessible housing for people with disabilities and seniors. They discuss their plan to market barrier-free housing as well as the Certified Aging in Place (CAP), which helps people understand how to design for accessibility in the home. They also touch on solutions that can help disabled people live more independently and have better access to resources in their community.   Tune in to explore the importance of building communities that are accessible for everyone!   As the Builder and Retrofitter for Donnelly Construction and Barrier Free Contractors, Mike Donnelly focuses on creating Universal Design/Barrier Free/Aging-in-Place homes, specifically to provide accessibility and independence for persons with disabilities, the aging, and veterans in need.   Garrett Mayersohn, born with cerebral palsy, brings valuable first-hand experience of living with a disability. He is passionate about advocating for and helping Barrier Free Contractors build and retrofit as many barrier-free houses as possible.   [00:01 - 08:24] Opening Segment • How Mika and Garrett are changing lives through accessible housing Working in the housing space to help people with disabilities and seniors have a better life • How Mike found out nobody was building accessible housing or retrofitting existing homes He changed people's lives by building accessible, barrier-free homes   [08:25 - 16:25] Barrier-Free Housing and Help People Live Better Lives • Mike is teaching Garrett his methods and helping him market barrier-free housing Garrett is trying to persuade contractors that it is the right thing to do • Pushback from contractors is that they don't want to spend money • Mike has developed a nonprofit, Liberty Access Foundation, to help people in need   [16:26 - 24:03] Making Homes Accessible for Everyone • The need for policy change and education in aging communities • Realizing the importance of money and how it can change one's life • Struggles faced by people with disabilities in finding housing due to laws in the Fair Housing Act • The expensive nature of retrofitting existing homes   [24:04 - 30:35] Closing Segment • The need for education to help society look at housing differently • Thinking about aging when building housing and communities • Making sure communities are accessible as individual houses   Connect with Mike on YouTube Channel for Barrier-Free Contractors!   Connect with Garrett on LinkedIn!   Key Quotes:   “Everybody should know that they should build a house for a possible problem down the road, and yet it looks just the same, and it looks beautiful.” - Michael Donnelly   “When I see a person's life changed, your life changes instantly.” - Michael Donnelly   “Find a way to help if possible, or just to spread the word. Whatever you can do to help a person have a better life pays its.” - Michael Donnelly   “Accessibility is essential, viable, and profit can be made from it. There it is a good thing for people to be barrier-free and universally designed, and it's just good for everyone.” - Garrett Mayersohn     Please check out videos of many of the podcast episodes on my YouTube channel: Accessible Housing Matters,   To learn more, share feedback, or share guest ideas, please visit my website, or contact me on Facebook and Twitter.   Like what you've heard? Please review us! That helps let other people know about the podcast.   Accessible Housing Matters is dedicated to raising awareness about important issues around accessibility and housing and getting conversations going.   I'd love to learn more about what's on your mind and get your feedback about the show.   Contact me directly at stephen@accessiblehousingmatters.com to share your thoughts or arrange a call.  

Share The Wealth Show
Flashback Friday Ep 25 - Balance Is A Myth: Get Out Of Equilibrium

Share The Wealth Show

Play Episode Listen Later Jun 30, 2023 31:45


To celebrate the 25th episode of the Share The Wealth show, we sit down for a heart-to-heart talk with our host, Nicole Pendergrass. We get to know a little bit more about her as she reflects on the true meaning of balance and why we will never achieve success by being still and stagnant. By embracing the up and downs of life, we should set ourselves in motion, and build strength and confidence to face any challenges head-on.   Nicole Pendergrass is a wife, mom of two toddlers, full-time employee, multifamily investor, and generational wealth advocate. She started her real estate journey with no money, no credit, no connections, and after a few unsuccessful ventures, got her footing with a 3 family house-hack. She grew that first property into ownership in multiple multifamily projects and is now on a mission to help others do the same. She founded Noirvest Holdings, a private equity REI firm, to help minorities, women and other overlooked individuals build wealth through increasing access to "privileged" multifamily investments. She is also the host of the Share The Wealth Show, a podcast dedicated to discussing untraditional strategies to build, grow and protect minority wealth.   ___________________________________________  FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/microfamilymavericks  ___________________________________________   [00:01 - 04:24] Thank You for the 25 Episodes! Nicole introduces herself and shares the things that keep her busy As she moves on to do bigger things, the issue of balance comes into play  [04:25 - 10:40] Balance is All About Being Out of Balance The common misconception about balance is that everything has to be perfect and under control It‘s not humanly possible to devote our attention to so many things We have to choose where we put our focus and take things one at a time It's okay if some aspects fall into disarray; it's part of life Life is about movement We cannot create wealth if we keep our money in one spot  [10:41 - 20:14] When We're Out of Balance, We Grow Accepting change and chaos makes us stronger and helps us reach our full potential Opportunities will come when we inspire other people with our journey and struggles It's all about reframing our emotions Turn anxiety to excitement Think of challenges as the path to greatness Embrace life as it is and keep moving forward [20:15 - 29:01] Closing Segment The final 2 questions: Nicole on diversity: When you're in growth mode, you should focus. When you're in capital preservation mode, you should diversify. What's next for Nicole?  Key Quotes “Balance is about getting out of equilibrium. It is impossible to devote the same amount of attention at all times of the day, to all the different areas of your life. That's humanly impossible.” - Nicole Pendergrass  "It doesn't grow because you're keeping it in the one spot. Growth of finances and wealth building is all about deploying your money to a certain investment in a certain area and letting it come back to you with more.” - Nicole Pendergrass “You have to reframe those feelings in your body. Instead of anxiety that can stop you and slow you down, think of that as excitement.” - Nicole Pendergrass “Many people sleepwalking through life because it's easy. I need you guys to all get on your seesaws and be okay with the up and down, with the movement, with the back and forth.” - Nicole Pendergrass   ______________________________________________ Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe...  Instagram https://www.instagram.com/nvestornikk... Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com    LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast...

Kickass Boomers
#142: "You could be retired for decades - so you might as well get good at it!" - Andy Robin -Encore Presentation.

Kickass Boomers

Play Episode Listen Later Jun 26, 2023 45:42


Our Kickass Boomer of the Day is Andy Robin, a retirement revolutionist, life coach, and the author of “Tapas Life: A Rich and Rewarding Life After Your Long Career.” Andy's book is not your ordinary retirement book but rather a step-by-step guide to help boomers make the most out of their lives during retirement. He emphasized that retirement is the best time to explore the things we wanted to try when we were young and that our age should not be a hindrance to not take action.  Join me in this episode and learn why Andy is a Kickass Boomer!  [00:01 - 03:15] Opening Segment I introduce and welcome Andy Robin How “tapas” is related with retirement [03:16 - 13:13] Getting Structure in Retirement Andy explains how to get your life together after retirement Financial management is still important after your career! Here's a practical tip from Andy about managing finances He gives an interesting insight about “failing freely” you don't want to miss! [13:14 - 18:56] The Most Meaningful Activities Boomers can always perform lab experiments Andy explains what this means  Andy talks about his experience writing the book, “Tapas Life” He walks us through his journey of becoming a life coach [18:57 - 28:37] From “Doing” to “Being” Boomers should have friends from all ages Here's why Don't miss this reflection from Andy about marriage life How to transition from “doing” to “being” [28:38 - 38:14] Achieving “Flowductivity” Here's a meaningful moment in Andy's life that you should hear about now Andy breaks down the concept of “flowductivity” He gives us a sneak peek about his book  [38:15 - 45:42] Closing Segment  The personal choice that all of us can make Connect with Andy! Links below  Final announcements    Tweetable Quotes: “Most meaningful activities are about selflessly being helpful to someone else.” - Andy Robin “By being a better person, you're really helping everything and everyone around you.” - Andy Robin   Resource mentioned: Book: Flow: The Psychology of Optimal Experience   Email werdna39@icloud.com to connect with Andy or follow him on Facebook and LinkedIn. Assemble a great life after your retirement with Tapas Life!  Check out his website to know more about his work.   ----- BEE BOLD, NOT OLD.  LEAVE A REVIEW and join me on my journey to become and stay a Kickass Boomer! Visit http://kickassboomers.com/ to listen to the previous episodes. Also check us out on Facebook, Twitter, Instagram, and LinkedIn.   You can also connect with me by emailing terry@kickassboomers.com. 

Share The Wealth Show
Flashback Friday Ep 24 - Save Your Way To Wealth? Well The Bank Invests YOUR Savings!

Share The Wealth Show

Play Episode Listen Later Jun 23, 2023 34:22


Dr. Julius Oni joins us again to dig deep into what helped him achieve the success he has today. Having a good working relationship with his partners and team has made it possible for him to fulfill both his roles as CEO and orthopedic surgeon. He also breaks down the cash-generating advantages of multifamily and, more importantly, how it is offering him opportunities to give back to the community. He is passionate about educating others on the benefits of investing rather than simply saving money, and he considers himself a testament to the power of real estate.   FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/microfamilymavericks    [00:01 - 13:11] Multifamily Real Estate is a Team Sport Check out part 1 of the interview with Julius! How building a strong team has helped Julius balance his W2 and real estate career Running a tight ship through systems and processes Their clients are the ones bringing opportunities to them by spreading the word about the company The importance of having the spirit of abundance and educating the community about real estate [13:12 - 17:04] You Cannot Save Wealth Julius explains the compounding returns in multifamily vs. single-family Saving in banks is not smart! If the bank invests our money, why not invest in ourselves? Real estate is a tangible asset to own unlike stocks and crypto [17:05 - 22:13] Getting Back Time Freedom Opening up the real estate world to healthcare professionals and underrepresented minority communities Julius shares why he decided to enter the medical field and why he will not stop being an orthopedic surgeon Passive income through real estate will enable him to have more time to help others while still doing the job that he loves  [22:14 - 34:21] Closing Segment The final 2 questions Julius on diversification: Be active in one main investment and passively invest in other assets Connect with Julius! Key Quotes “You need to have the team player mindset. It's so difficult as a solo person to do anything in this space because you may climb up, but it would just be a slow climb.” - Julius Oni “My primary goal is to educate, right? And so either you invest with us or invest with others, but as far as the person in our community is investing, growing wealth, growing your mind, and getting to the next level, my job is done.” - Julius Oni “The moment you put your money in the banks, that money becomes a liability to them. Guess what they do with it? They invest it, they lend it out, they do something with it… So think about it. If they are doing that, why can't you do that yourself?” - Julius Oni Resource Mentioned: Traction by Gino Wickman https://www.amazon.com/Traction-Get-G...   Connect with Julius Oni through the XSITE Capital website http://www.xsitecapital.com/ and join the Exciting World of Multi-Family Investing Meetup and Networking https://www.meetup.com/exciting-world... Follow them on LinkedIn https://www.linkedin.com/company/xsit... and Facebook https://www.facebook.com/xsitecapital/ ____________________________________________ Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk... Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com   LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast...

Let's Talk Business
The Unique Job Only You Can Do with Visionary Ezra Max

Let's Talk Business

Play Episode Listen Later Jun 12, 2023 53:40


When you realize that there's something in the world that only you can do, it will fundamentally change the way you work and the way you live your life. For visionary, speaker, executive coach, and facilitator Rabbi Ezra Max, that realization came in the aftermath of September 11, 2001, when he worked at Ground Zero and barely escaped with his life. Join Meny in this wide-ranging conversation with Rabbi Max about setting goals, accountability, the definition of coaching, how coaching and consulting differ (and why it matters), the importance of celebrating achievement, and much more.    Rabbi Ezra Max is a visionary, speaker, executive coach, and facilitator. He has a wide variety of management experience in healthcare, technology, emergency services, real estate, and community activism, facilitating transformational change. He has lectured and facilitated internationally on issues of communication, goal setting, stress/trauma resilience, sales, parenting, psychological safety, and classroom management.   [00:01 - 13:34] Opening Segment • Ezra shares his personal experience on September 11th, 2001 • How Ezra had a total meltdown and questioned life's purpose Everyone has a unique job to do in the world • Treat each day as if it's your last and live it meaningfully   [13:35 - 26:41] Know What You're Doing and Do It Well • Measure twice, cut once - know the outcome you're aiming for • Post-traumatic stress is an incident, not a disorder • Use moments of inspiration to step up to challenges and gain clarity • How to achieve personal, spiritual, and family development with the help of accountability   [26:42 - 39:17] Unlocking the Difference Between Coaches & Consultants • The two types of coaching - pure coaching and content-based coaching • Communication skills are vital to avoiding dysfunction in teams • How to balance personal and professional growth • There is an epidemic of aloneness in the world post-covid   [39:18 - 45:24] How Giving Can Lead to Incredible Rewards • We should invest in something eternal rather than something momentary • How a coach can help us zoom out of a situation and alleviate tension • Sometimes, it's helpful to give advice to someone else to gain clarity on our own situation • Ezra Focus on four goals: financial, family, spiritual, and health   [45:25 - 53:39] Closing Segment • The need for a conversation about the "epidemic of loneliness" How to help the next generation plug into their source • Ezra on the rapid four questions   Want to connect with Ezra? Follow him on LinkedIn. Head to his website and create meaningful connections!   Key Quotes:   “Every single day should have an impact. We should treat every day as meaningfully as if it's our last.” - Ezra Max   “Opportunity doesn't always look like a million dollars on a civil platter. Opportunity usually looks like a struggle and something uncomfortable.”  - Ezra Max   "We become different as a result of doing; we don't become different just as a result of thinking. We have to think and do to become different. " - Ezra Max   “Our businesses will never grow beyond our personal development.” - Ezra Max   Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts!

Share The Wealth Show
Flashback Friday Featured Episode - Quitting My Job With No Idea What To Do Next

Share The Wealth Show

Play Episode Listen Later Jun 9, 2023 27:17


We don't need to have life all figured out to find some level of success. What matters is we keep moving forward and learning along the way. In today's Flashback Friday Featured Episode, Chandra continues her story of transitioning from her W2 to real estate, and the challenges and successes she experienced. She also reflects on finding her life's purpose and her journey to become a coach. Listen in for another inspiring episode!   ________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/themicrofamilyinvestingaccelerator?month=2023-04 ________________________________    [00:01 - 11:16] From Underwriter to Real Estate Entrepreneur Check out part 1 of the interview with Chandra! How Chandra decided to quit her W2 and do business full-time Thinking about what she really wants to do for the rest of her life Getting her real estate license and tapping into her portfolio [11:17 - 14:34] Finding Passion in Coaching What's next for Chandra? How experiences as a woman of color motivated her to become a coach [14:35 - 22:04] Closing Segment The final 2 questions Chandra on diversification: Know what you have available and diversify Reach out to Chandra! Chandra's final advice to aspiring real estate investors: Connect with your local REIA    Key Quotes “Based on a lot of my experiences as a woman of color and things that I've gone through having to be coached by someone that doesn't look like me, even though they did a great job, there's more explaining that I have to do to them.” - Chandra Minter “Be vocal about what you want to do, what you want to learn, and don't be shy or hesitant to walk into a room where the information is being given freely even if you look different, even if you sound different.” - Chandra Minter “The one thing that I tell everyone when they reach out and they say, how do I get started? Go and find your local REIA and just attend your first meeting.” - Chandra Minter   Resources Mentioned: https://nationalreia.org/ https://www.meetup.com/   Connect with Chandra Minter through Facebook! https://www.facebook.com/chandra.n.mi... Check her out on https://chandraminter.exprealty.com/ and email her at chandra.minter@exprealty.com.   ----------------------------------------------------------------- Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk...  or Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com   LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here: https://podcasts.apple.com/us/podcast...

Kickass Boomers
#139: We as grandparents have the chance to use reading to build better relationships with our young grandchildren! Find out how.

Kickass Boomers

Play Episode Listen Later Jun 5, 2023 29:14


How can grandparents build and maintain their relationships with their grandchildren? Gramps Jeffrey knows a couple of tricks, which he's happy to talk about in this episode. He has 4 kids and 6 grandchildren and looks at how the kids are growing up as a baby boomer trying to understand how the world has evolved since he was 3 years old. As the author of the acclaimed business book “The Secrets of Retailing…How to Beat Walmart” and a contributor to The Huffington Post of over 100 articles on how to help the nonprofit world and also help grow small businesses, Gramps' commentary is quite timely in the challenging world we live in. He has since jumped from writing about business to writing for children. He will talk about his new book, “I Don't Want to Turn 3” and the role that grandparents play in the growth of their grandchildren.  Join me in this episode and learn why Gramps Jeffrey is a Kickass Boomer!  [00:01 – 04:03] Opening Segment Gramps Jeffrey transitioned from business books to children's books The reason he made this transition He gives us a sneak peek into his new book, “I Don't Want to Turn 3” [04:04 – 14:08] Grandparent-Grandchild Relationships How grandparents can help their grandchildren improve their social skills Why kids should be encouraged to read books Gramps Jeffrey shares some tips to build and maintain relationships with grandkids [14:09 – 24:22] Grandparents As Role Models How grandparents can teach their grandchildren how to think, not what to think Grandparents are role models to their grandchildren Gramps Jeffrey explains Gramps Jeffrey talks about the way grandparents can leave a legacy [24:23 – 29:13] Closing Segment The role of technology in making the world a better place for our grandchildren Connect with Gramps Jeffrey! Links below Final announcements   Tweetable Quotes: “As we grow older, we grow wiser, and we grow wiser decade after decade because we make a lot more mistakes.” – Gramps Jeffrey “[Keep] in mind that technology is there to help you achieve goals.” – Gramps Jeffrey   Email grampsjeffrey@gmail.com to reach out to Gramps Jeffrey or follow him on social media: Facebook, Twitter, Instagram, LinkedIn, and Pinterest. Check out his personal website to learn more about his work. GRAB a copy of his book, “I Don' Want to Turn 3” here. Gramps Jefferey is all over online! Check this out.   —– BEE BOLD, NOT OLD.  LEAVE A REVIEW and join me on my journey to become and stay a Kickass Boomer! Visit http://kickassboomers.com/ to listen to the previous episodes. Also check us out on Facebook, Twitter, Instagram, and LinkedIn.   You can also connect with me by emailing terry@kickassboomers.com.

Kickass Boomers
#139: We as grandparents have the chance to use reading to build better relationships with our young grandchildren! Find out how.

Kickass Boomers

Play Episode Listen Later Jun 5, 2023 29:14


How can grandparents build and maintain their relationships with their grandchildren? Gramps Jeffrey knows a couple of tricks, which he's happy to talk about in this episode. He has 4 kids and 6 grandchildren and looks at how the kids are growing up as a baby boomer trying to understand how the world has evolved since he was 3 years old. As the author of the acclaimed business book “The Secrets of Retailing…How to Beat Walmart” and a contributor to The Huffington Post of over 100 articles on how to help the nonprofit world and also help grow small businesses, Gramps' commentary is quite timely in the challenging world we live in. He has since jumped from writing about business to writing for children. He will talk about his new book, “I Don't Want to Turn 3” and the role that grandparents play in the growth of their grandchildren.  Join me in this episode and learn why Gramps Jeffrey is a Kickass Boomer!  [00:01 – 04:03] Opening Segment Gramps Jeffrey transitioned from business books to children's books The reason he made this transition He gives us a sneak peek into his new book, “I Don't Want to Turn 3” [04:04 – 14:08] Grandparent-Grandchild Relationships How grandparents can help their grandchildren improve their social skills Why kids should be encouraged to read books Gramps Jeffrey shares some tips to build and maintain relationships with grandkids [14:09 – 24:22] Grandparents As Role Models How grandparents can teach their grandchildren how to think, not what to think Grandparents are role models to their grandchildren Gramps Jeffrey explains Gramps Jeffrey talks about the way grandparents can leave a legacy [24:23 – 29:13] Closing Segment The role of technology in making the world a better place for our grandchildren Connect with Gramps Jeffrey! Links below Final announcements   Tweetable Quotes: “As we grow older, we grow wiser, and we grow wiser decade after decade because we make a lot more mistakes.” – Gramps Jeffrey “[Keep] in mind that technology is there to help you achieve goals.” – Gramps Jeffrey   Email grampsjeffrey@gmail.com to reach out to Gramps Jeffrey or follow him on social media: Facebook, Twitter, Instagram, LinkedIn, and Pinterest. Check out his personal website to learn more about his work. GRAB a copy of his book, “I Don' Want to Turn 3” here. Gramps Jefferey is all over online! Check this out.   —– BEE BOLD, NOT OLD.  LEAVE A REVIEW and join me on my journey to become and stay a Kickass Boomer! Visit http://kickassboomers.com/ to listen to the previous episodes. Also check us out on Facebook, Twitter, Instagram, and LinkedIn.   You can also connect with me by emailing terry@kickassboomers.com.

Share The Wealth Show
Flashback Friday Featured Episode - $100k Into ONE Deal? I'm Just Not Doing It

Share The Wealth Show

Play Episode Listen Later May 26, 2023 42:45


In this Flashback Friday Featured episode, Lisa Hylton answers our questions about funds and what makes it different from investing in a syndication. She also talks about her real estate journey and gives a realistic perspective on building a business, which a lot of us will surely relate to!  Lisa Hylton is the host of The Level Up REI Podcast, VP of Finance for a Real Estate Tech Start-Up and founder of Lisahylton.com, a commercial real estate fund management firm that was created to help accredited investors gain diversification across private commercial real estate investments. When she's not investing in real estate, she is hiking, dancing Argentine tango, paddle boarding, practicing yoga, taking evening walks, swimming, traveling, embarking on wine country getaways, and trying new adventures.    ________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/themicrofamilyinvestingaccelerator?month=2023-04 ________________________________ [00:01 - 07:56] Who is Lisa Hylton? Growing up in a real estate family Buying a property in Grand Cayman and being an out-of-the-country landlord Why she almost gave up on real estate and how she found her way back [07:57 - 17:13] Investing in a Syndication vs. Investing in a Fund What is syndication? How Lisa got into syndication Networking is key Her first foray into doing funds Creating a fund that enables people to choose deals they want to invest in [17:14 - 32:12] Playing the Long Game How Lisa is taking action in her life right now Finding longevity in real estate Why she decided to go back to a W2 job What it takes to build and sustain a business [32:13 - 40:37] Closing Segment The final 2 questions Lisa on diversification: Doing intelligent diversification Connect with Lisa!  Key Quotes “Who you hang around matters. This opportunity came because I was around people who were thinking bigger than me and saw opportunities that I did not see.” - Lisa Hylton  “Anything that you're thinking about doing, finding a way to do it will provide you with a lot of clarity.” - Lisa Hylton “I think that funds are a long-term play because they require money for you to start. It's going to require a couple of thousand to get started, to get it off the ground. Eventually, the funds really start paying as you continue to make really good investments.” - Lisa Hylton Resource Mentioned: The Leve Up REI Podcast: Leveling Up Communities with Nicole Pendergrass https://lisahylton.com/leveling-up-co... Connect with Lisa Hylton! Follow her on LinkedIn https://www.linkedin.com/in/lisa-hylt...  Instagram https://www.instagram.com/lisahyl/ Facebook https://www.facebook.com/lisa.hylton.92 Twitter https://twitter.com/LisaHylton16 Subscribe to her YouTube channel    / @lisahylton2559   and join their Facebook community https://www.facebook.com/groups/12449.... Visit https://lisahylton.com/ for her podcast, blog articles, and investment opportunities. Check out The Fund Accelerator https://lisahylton.com/the-fund-manag... to learn more about fund creation!   Let's get connected!  You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk... or Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com  

Share The Wealth Show
Flashback Friday Featured Episode - Being Corrupted By American Values

Share The Wealth Show

Play Episode Listen Later May 19, 2023 26:17


It takes more than one person to break generations of racial barriers. We all have to work together to empower our people and bring economic and social transformation. In this Flashback Friday Featured episode, Thomas Lopez-Pierre joins us again today to talk about how we can take action to create collective change. Supporting black businesses and black banks is key to a thriving community. He also believes that we need to learn from other groups who overcame their own struggles and have the knowledge and resources to help us close the wealth gap. Listen in for another packed episode with Thomas! ________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/themicrofamilyinvestingaccelerator?month=2023-04 ________________________________   [00:01 - 17:00] Coming Together To Build Black Wealth Check out part 1 of the interview with Thomas! How to grow the business and community through strong partnerships The education versus capitalist society Learning from other groups and leveraging capitalism Black people need to be smarter in their investments [17:01 - 24:09] Closing Segment The final 2 questions Thomas on diversification: Believing in diversity and not putting all the money in one developer Connect with Thomas!   Key Quotes “If you're going to live the Gucci lifestyle, the bling-bling lifestyle, do it off passive income, don't do it off earned income.” - Thomas Lopez-Pierre “I hate to break it to you: Your home, it's not an investment. Your home is an expense. You have to pay a mortgage for that and if you stop paying the mortgage, you get foreclosed. An investment is when you have tenants paying you rent, and if they stop paying you rent, you will evict them. That's an investment of black people, food for thought.”- Thomas Lopez-Pierre “Invest in things that produce cash flow, not things that make you feel like a bourgeois, you know, feeling important because you will achieve some social status.”- Thomas Lopez-Pierre Resource Mentioned: The Color of Money by ​​Mehrsa Baradaran https://www.amazon.com/Color-Money-Bl... Connect with Thomas Lopez-Pierre through his website https://blmref.com/ and follow him on his socials at Facebook https://www.facebook.com/thomaslopezp... and Twitter https://twitter.com/votelopezpierre?l... Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk... or Facebook https://www.facebook.com/nvestornikki or  Visit her website https://noirvestholdings.com   LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast...

Passive Income Unlocked
392. Real Estate Investing for Beginners with Brian Penn

Passive Income Unlocked

Play Episode Listen Later May 15, 2023 33:33


Have you ever wondered what it takes to invest in real estate?  This episode features an in-depth conversation with Brian Penn, a seasoned real estate investor since 1995. He shares his strategies for success and the importance of adapting to the ever-changing market. He provides insight into the challenges and opportunities available today in real estate investments and advises on how to get started. He suggests ways to invest without money and recommends looking for rundown properties and networking at real estate investment clubs. Tune in for a detailed conversation packed with valuable advice on how to start or grow your real estate investments! [00:01 - 07:18] Opening Segment • Brian's background in real estate investing • The markets are constantly changing, so education is critical to success • The importance of adapting, improvising, and overcoming obstacles in real estate investing [07:19 - 13:57] Unlocking the Possibilities of Real Estate Investing • The Real Estate Investing for Beginners book Understanding the different ways one can invest in real estate • Two types of investing: hands-on and hands-off • Join real estate investment clubs to meet other investors and learn more about it [13:58 - 21:01] Discovering Your Motivation • How self-awareness can help you succeed in real estate investing • Most real estate is talking to people and understanding their problems to find a solution • Self-awareness is essential to determine which direction you take in real estate investing • Land investing provides an intriguing space with less competition than other verticals [21:02 - 33:32] Closing Segment • The impact of China Evergrande collapse on US investors and how to respond • Tax liens and bird-dogging are two ways to invest in real estate without having a lot of money • What will have an impact on the world's economy, and US investors need to respond accordingly   Connect with Brian: Website: Real Estate Success 4 U   Key Quotes: “The more self-aware of what your motivations are, the easier it is for you to choose a path." - Brian Penn "You adapt to the environment, and then you improvise whatever you need to do or learn, and then overcome the obstacles that are in your way.” - Brian Penn “You have to be really honest with yourself, and that'll determine what direction you take off or go in real estate investing.” - Brian Penn   WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Unbottled Potential
49. Breaking the Stigma: Laura Cathcart Robbins' Journey to Sobriety

Unbottled Potential

Play Episode Listen Later May 9, 2023 44:57


Have you ever felt like you were living a double life, hiding your struggles from the outside world? Today, Laura Cathcart Robbins shares her story of addiction and recovery. She explains how she managed to hide her addiction and continue with her performative life and how the departure from her authentic self led to building scaffolding for her addiction. Despite initially viewing treatment as a performative act, she slowly began to appreciate herself and reclaim the confidence she had lost. Laura touches on how therapy was integral to navigating through addiction and re-framing perspectives on life. Join us as we explore the inspiring journeys of those who have overcome addiction and found their path to a fulfilling life of sobriety! Laura Cathcart Robbins is the best-selling author of the Atria/Simon & Schuster memoir Stash, My Life In Hiding, and host of the popular podcast, The Only One In The Room. She has been active as a speaker and school trustee for many years and is credited for creating The Buckley School's nationally recognized committee on Diversity, Equity, Inclusion, and Justice. [00:01 - 08:04] Opening Segment • Laura shares her addiction and recovery journey The author of "Stash My Life in Hiding." • Laura managed addiction well on the outside but was isolated and performing • How departure from authentic self-led to building scaffolding for addiction [08:05 - 16:11] The Role of Postpartum Anxiety  • Laura shares her struggles with addiction and postpartum anxiety • Growing up as a black person in predominantly white spaces Feeling pressure to represent her entire race • How Laura has now embraced self-love and acceptance [16:12 - 23:43] Navigating Recovery as the Only Black Person in the Room • Being the only black person in the facility in the treatment • Laura's divorce attorney gave her a list of things to do for their case Attending meetings and therapy, which she resented but did anyway • One-on-one support to others on the alcohol-free journey [23:44 - 30:58] Former Addict Credits Therapy for Life-Changing Transformation • How therapy was helpful for her and the therapist was gentle and compassionate Focus on the things that need attention and take the focus off unnecessary things • Coaching can offer simple solutions instead of making things hard on oneself • Laura had never let anyone in on what was going on behind the scenes before therapy [30:59 - 38:42] Laura's Message Resonates with Women of Color • Why Laura felt isolated as the only Black person in AA meetings • The importance of being open-minded and not closing oneself off to those who are different • The mental gymnastics Laura had to do to find what works for her in recovery • Why being a black female mother is triple exhausting [38:43 - 44:56] Closing Segment • The communities and programs that offer alternatives to traditional recovery methods • As long as someone's message speaks to even just one person, that's all that matters • The book has received positive responses from people of color, especially women Want to connect with Laura? Follow her on Instagram and TikTok. Head to The Only One Pod, a change of perspective in how we all see and hear each other's stories! Key Quotes: "I have this ferocious love for my children and this desire to be in their lives. But I've also developed this ferocious love for Ambien and alcohol." - Laura Cathcart Robbins Learn more by connecting with Amanda through Instagram or visit AmandaKuda.com.  It's time to unbottle your potential. Apply to work with Amanda. If you liked the show, please LEAVE A 5-STAR REVIEW, like, and subscribe through your favorite streaming platform!

Unbottled Potential
48. Finding Your Intuition in Sobriety w/ my Biz Bestie Courtney Peacock

Unbottled Potential

Play Episode Listen Later May 2, 2023 68:09


How can rediscovering and embracing parts of oneself lead to personal growth? In this episode, host Amanda Kuda welcomes Courtney Peacock to discuss sobriety and personal growth. She shares her journey with alcohol, how she learned to cope without it, and the challenges of moderation. She highlights the benefits of sobriety and how it allows individuals to discover their true interests and have meaningful experiences without the need for alcohol. Courtney touches on the value of coaching and how astrology and tarot can be integrated to help clients cultivate self-trust and boundaries. Let's dive in! Courtney Peacock is an intuitive coach and tarot reader that uses astrology & insight from the cards to guide her clients to deeper Self-trust, authenticity, and abundance. She loves her life sans booze: spends most of her time trail running, getting outdoors in the beautiful PNW with her friends, and creating art. [00:01 - 07:41] Opening Segment • How to find intuition through sobriety • Courtney's journey to an alcohol-free lifestyle The work hard, play hard mentality • Why alcohol was a coping mechanism for Courtney [07:42 - 14:48] Finding Joy and Coping Mechanisms Beyond Alcohol • How Courtney struggled with alcohol addiction and tried to moderate their drinking Obsessing over alcohol robbed them of enjoying experiences • Coping mechanisms are necessary, but choosing the least harmful ones is important • How childhood hobbies can be a source of joy and help in recovery [14:49 - 22:01] Discovering My True Self Through Art and Sobriety • Rediscovering art and self-discovery after quitting drinking Not drinking allows for the ability to decipher what is truly fun • Turning down alcohol does not impact the ability to have sophisticated experiences • Alcohol is often just a prop for an experience, and being present is more important [22:02 - 29:27] Embracing Your Spiritual and Intuitive Connection • Rediscovering parts of yourself left behind is beautiful Discovering new parts of yourself is a big opportunity • How Courtney's spiritual connection and intuition were suppressed in childhood • Sobriety, nervous system regulation, and spirituality are correlated [29:28 - 36:36] Using Tarot and Grounding Techniques to Connect with Your Intuition • Drinking can bring out a side of people that they don't feel comfortable expressing sober It's more courageous and powerful to express your true self without alcohol • Tarot can be used as a tool to calibrate intuition, not just for fortune-telling • Trusting your intuition is vital, and it's different from instincts which are often fear-based [36:37 - 43:43] Exploring the Power of Astrology and Tarot in Personal Development • Why trusting intuition is a great guiding force • How exploring astrology and tarot can be a spiritual practice Astrology is a personal development and validation tool • Using astrology and tarot in coaching can help cultivate self-trust and boundaries [43:44 - 50:58] How to Enhance Personal Growth and Development • Coaching with inflexible blueprints is not effective • Why open-ended questions are recommended for tarot readings Serendipities and signs can guide and support spiritual individuals • Understanding one's innate makeup through astrology can lead to greater success [50:59 - 58:16] Unlocking Your Highest Self and Relationship Potential • Synergy readings focus on compatibility and ancient psychology • Philosophy is growth-oriented, helping clients expand into their best selves • Tarot reading emphasizes trusting inner knowing and seeking mentorship when needed • Obstacle position in tarot reading suggests the need to reignite creativity and passion [58:17 - 1:08:08] Closing Segment • The importance of balance in giving and receiving for abundance • Lay down your swords and relieve yourself from burdens Want to connect with Courtney? Follow her on Instagram. Visit her website to own your magic! Key Quotes: "You don't need to have repercussions for being confident and unapologetic about who you are." - Courtney Peacock "One of the most powerful things I think about not drinking is that you are able to decipher what's fun." - Courtney Peacock "By being authentically myself, some people have fallen away from my life, but I've attracted people who fully see me and are curious about who I am and support me." Courtney Peacock Learn more by connecting with Amanda through Instagram or visit AmandaKuda.com.  It's time to unbottle your potential. Apply to work with Amanda. If you liked the show, please LEAVE A 5-STAR REVIEW, like, and subscribe through your favorite streaming platform!

Share The Wealth Show
Flashback Friday Featured Episode - Mental Wealth Comes First

Share The Wealth Show

Play Episode Listen Later Apr 28, 2023 41:19


In today's Flashback Friday Featured episode, We've talked about financial wealth but we're putting the focus on mental wealth. Now more than ever, in these uncertain times, we all need to know how to take care of ourselves. Rich Jones sits down with us today to share his story of healing and shifting into a more holistic lifestyle. From personal finance advice, he also talks about centering his work more on holistic wellness, which he believes is essential to our physical and mental health. Rich is the host of The Mental Wealth Show and Executive Editor of Find More Balance, a multimedia platform dedicated to holistic wellness for high performers. He's also a master's track and field athlete competing around the country in the long jump. By day, Rich works in Diversity, Equity, and Inclusion at Google.   ________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/themicrofamilyinvestingaccelerator?month=2023-04 ________________________________   [00:01 - 09:47] Who is Rich Jones? His season of healing and going back to being a track and field athlete Seeking holistic wellness and helping others to know about it Rich explains the benefits of ice baths [09:48 - 31:45] Going Through a Holistic Journey How Rich is using his credit cards to fit his lifestyle Effectively accumulating points Taking a mental health leave from his job and learning about his CPTSD Building his support system and how it helped him with his struggles, especially with alcohol Getting to the root of his issues with EDMR therapy It's never about what's happening in the moment Shifting from Paychecks & Balances to Find More Balance Personal finance is still important but it's about looking at a bigger picture Being able to speak publicly about his problems is a testament that therapy and self-care works Why you need to find time for yourself [31:46 - 39:11] Closing Segment The final 2 questions Rich on diversification: Take a pause when you need to and don't do too much at the same time Connect with Rich! Key Quotes: “I've really been learning through this holistic journey how to create a lifestyle that works for me. And that allows me to achieve more of what I want in life while also still having financial freedom and not creating debt for myself.” - Rich Jones “When we get triggered, it's never about that thing that's happening in the moment. It's about something that was encoded and embedded a long, long time ago.” - Rich Jones “There has to be some time that like, you carve out that's just for you and once you get consistent about it, you train everybody else around you that like that time as you.” - Rich Jones Connect with Rich Jones! Follow him on LinkedIn https://www.linkedin.com/in/iamrichjo... Instagram https://www.instagram.com/iamrichjone... Twitter https://twitter.com/iamrichjones Head over to the Paychecks & Balances website https://paychecksandbalances.com/ and the Find More Balance website https://findmorebalance.com/ to know more about the work he does.   Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pe... Instagram https://www.instagram.com/nvestornikk... or Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com    LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast...  

Passive Income Unlocked
386. How to Optimize Your Money for a Lifetime of Financial Security

Passive Income Unlocked

Play Episode Listen Later Apr 24, 2023 41:32


How can you accumulate wealth without relying on external factors? In this episode, our host speaks with Richard Canfield, who shares his story of discovering the infinite banking concept and how it can help anyone achieve financial freedom. He takes us through the benefits of private lending on mortgages and unlocking potential in government-sponsored plans. Richard also delves into how investing in an insurance policy for passive income can be an excellent option for those looking to accumulate wealth without relying on external factors. Tune in and get valuable insights into how anyone can achieve financial freedom through intelligent real estate investing and clever money management techniques! As an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner, Richard is passionate about putting people in the driver's seat of their financial life and creating durable, dependable, generational wealth. They work with families, business owners, and Real Estate Investors to strategize how to keep more hard-earned money flowing through their hands over a lifetime. [00:01 - 06:18] Opening Segment • Richard breaks down the infinite banking concept How he helps people achieve financial freedom and build generational wealth • How Richard got interested in the real estate industry Learning about private lending and became fascinated by mortgage amortization [06:19 - 12:49] Discovering the Power of Infinite Banking: • Infinite banking is a concept, not a product or investment strategy How to proactively manage your finances throughout your life • Banks have a profitable business model, and becoming a bank allows you to benefit from that model • How you can have a peaceful, stress-free financial life [12:50 - 20:00] How to Become Your Own Banker and Take Control of Your Financial Future • Infinite banking is about optimizing the flow of money in and out of your life Money comes in from earned income and goes out to pay for various expenses • Richard discloses the most efficient vehicle for infinite banking • The advantages of setting up a policy [20:01 - 27:21] Building Wealth and Securing Your Future • Insurance policy cash value follows the death benefit and increases every day to reach the target • Death benefit increases with voluntary capital addition, and cash value automatically grows to match it Putting in more capital can increase both death benefit and cash value • Policy loan is available to access money from the cash value [27:22 - 34:00] Understanding the Tax Benefits of Insurance Contracts for Passive Income Growth • How policy size and contribution amount affect access to a cash value Multiple policies may be necessary due to limitations on the accumulation of capital in one policy • Contributions are made with post-tax money, but growth is tax-exempt • Access to capital can be tax-free through collateralization [34:01 - 41:31] Closing Segment • The ability to access a policy loan is a contractual right of the policy owner • How you can have money operating in two places at once, all protected by tax-free death benefits Connect with Richard: LinkedIn: Richard Canfield Website: 7 Steps Podcast: Wealth Without Baystreet Key Quotes: "Every liability is someone else's asset, and every asset is someone else's liability." - Richard Canfield "The cash value is the present value of a future death benefit." - Richard Canfield WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Share The Wealth Show
Flashback Friday Featured Episode - Minority Money Mindset - Race vs Class

Share The Wealth Show

Play Episode Listen Later Apr 21, 2023 37:44


In today's Flashback Friday Featured episode, Larry Pendleton joins us to provide useful tips on how entrepreneurs can be smarter with taxes. He goes in-depth on business structures and breaks down their tax implications. Larry also shares his thoughts on how minorities and non-minorities approach their tax and wealth-building strategies, and why he is building passive cash flow through real estate. Larry Pendleton is a real estate investor and CPA with a passion for adding value to fellow investors through tax consulting and accounting services. His mission is to help people achieve financial freedom through real estate investing and tax strategies. He's been a CPA for over 8 years with over a decade of experience in tax consulting & preparation, cost segregation studies, accredited investor validation, accounting, auditing, and bookkeeping. His team consists of 5 tax and accounting professionals servicing 200+ professionals in real estate in the US. He also brings over 6 years of real estate experience in buy and hold multi & single-family housing, corporate housing, short-term rentals, and flips. He has stakes in various syndications and joint ventures across the US overseeing 11 cash-flowing properties, consisting of 53 doors and 2 lots of land for new construction in 2022. He adds value to these groups in capital raising, tax strategy, investor relations, and underwriting. Most importantly, Larry is married to his beautiful wife, Whitney, and he's the proud father of two handsome sons, Larry III and Wesley.   ________________________________ FREE Discovery call for The Microfamily Investing Accelerator  https://calendly.com/noirvest/themicrofamilyinvestingaccelerator?month=2023-04 ________________________________   [00:01 - 11:15] Who is Larry Pendleton? Larry discusses how he got into real estate His background in public accounting, audit, and eventually building PC Financials Seeing how his father dealt with taxes inspired him to serve other business owners   [11:16 - 21:24] How to Be Strategic With Taxes The mistakes people do that cost more taxes Understanding the entity types single-member LLC vs S Corp Knowing when to be an S Corp election Consult with a tax strategist or accountant   [21:25 - 24:55] The Mindset of Minorities Around Taxes Thinking of immediate needs vs long term Who are you surrounding yourself with? Communities need to come together more   [24:56 - 30:54] Serving the Mission Why Larry almost quit real estate Learning about multifamily Opening up his time to help more people by earning passive cash flow   [30:55 - 36:24] Closing Segment The final 2 questions Larry on diversification: Do you truly understand what you're investing into?   Key Quotes “When you go self-employed, you're now responsible for all the FICA taxes, that's an additional 15.3% on top of the federal income tax rate as well. That's why it goes from an employee being taxed on 30 to 40% of their income to self-employed individuals being taxed on 50 to 60% of their income.” - Larry Pendleton   “We're trying to pinch every penny and squeeze everything out in the world but at some point, you have to bring in professionals in certain aspects that like, you're not skilled at.” - Larry Pendleton   “I don't see them [minorities] compiling their resources to buy a business or property or whatever so that no one is straining themselves or leveraging the strength of their group. Whereas non-minority groups are doing that more often.” - Larry Pendleton   Resources Mentioned: Rich Dad Poor Dad by Robert T. Kiyosaki Finding Your Why by Simon Sinek, David Mead, Peter Docker Who Not How by Dan Sullivan, Benjamin Hardy The E-Myth by Michael Gerber   Connect with Larry Pendleton! Follow him on LinkedIn https://www.linkedin.com/in/larry-pen... Facebook https://www.facebook.com/profile.php?id=100012395678547 Check out his Linq page, too! https://linqapp.com/LarryPendletonCPAinRealEstate Contact him directly at 757-535-8592 and book a meeting now!   Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pendergrass/ Instagram https://www.instagram.com/nvestornikk... Facebook https://www.facebook.com/nvestornikki or visit her website https://noirvestholdings.com   LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast...

Engineer Your Success
Ep. 90 - Burnout and its Impact with Dr. E. Benita Varnado, MD

Engineer Your Success

Play Episode Listen Later Apr 11, 2023 34:36


Dr. V, also known as E. Benita Varnado, MD, is a prominent OB/GYN physician, podcast host, and community leader. Born and raised in High Point, North Carolina, Dr. V was inspired by her parents, both of whom were first-generation college graduates and accomplished medical professionals, to pursue a career in healthcare. She obtained her BS in Biological Sciences with Honors from Hampton University, and then her medical degree at The Brody School of Medicine at East Carolina University, followed by a 4-year Obstetrics and Gynecology residency at Tulane University.   Dr. V is passionate about empowering others to achieve and maintain good health. She actively participates in her community as the lead physician with the Greensboro group Walk with a Doc and serves as a board member of a local charter school. She is also a sought-after speaker for local organizations and a member of her church's Health and Wholeness ministry.   Through her medical practice and her podcast, Office Visits with Dr. V, she shares the benefits of lifestyle changes on medical diseases and overall wellness and health. Dr. V's ultimate goal is to help her listeners reach their health goals and become their best selves. Her dedication and expertise make her a well-respected leader in her field and a valued member of her community.   Do you ever feel like you're burning out from work? You're not alone. In today's fast-paced world, burnout has become a common phenomenon that affects individuals from all walks of life. To shed light on this issue, James invites Dr. V, a burnout specialist, onto the show. Dr. V emphasizes that burnout is not a weakness, but rather a prolonged mental and physical exhaustion resulting from recurrent stressors. She stresses the importance of acknowledging burnout and seeking help to prevent its detrimental effects on personal and professional life. In this insightful conversation, James and Dr. V discuss various symptoms of burnout and the significance of healthy relationships in mitigating its impact. They also offer practical solutions such as limiting workloads and establishing healthy boundaries at work. Tune in to this episode for valuable insights into recognizing burnout symptoms and prioritizing self-care habits like exercise and sleep hygiene practices – essential ingredients for thriving in your career!     Let's dive in!     [00:01 – 08:44] Opening Segment Welcome to the show  Dr. V defines burnout as prolonged mental and physical exhaustion from stressors Burnout affects personal and professional life The culture of normalizing burnout   [08:45 – 17:45] Recognizing and Addressing Burnout Recognizing burnout symptoms such as exhaustion, irritability, and resentment The importance of acknowledging burnout and seeking help The significance of healthy relationships Asking for help is not a sign of weakness   [17:46 – 26:09] Closing Segment The importance of systemic change in self-care Setting boundaries at work and in personal life Parting Notes     You can connect with E. Benita Varnado, MD: officevisitswithdrv.com, Podcast, Facebook, Youtube, Instagram   E-mail: prwellness.org@gmail.com Let's connect! Find me on my LinkedIn, Facebook, and Instagram. I'd love to hear from you. You have the strength of a hero within you. Check out my website www.engineeryoursuccessnow.com and learn how to unlock your potential and achieve success both in business and in life.   Register for the Engineer Your Success On-Ramp: http://bit.ly/3SUeilY   Mastering Crucial Conversations: Advanced Training Session https://bit.ly/EYSATCC     Additional Effective Communication Resources https://www.engineeryoursuccessnow.com/blog/communicating-effectively-3-practical-tips-for-getting-your-message-across/   Tweetable Quotes: “One of the signs of burnout is that the quality of your work has declined.” - Dr. E. Benita Varnado, MD “But when you get the deep sleep….You are restoring your physical body and you're restoring your mind.” - Dr. E. Benita Varnado, MD 

Unbottled Potential
43. Part 2: Things are Changing - BTS of my Sober Coaching Biz

Unbottled Potential

Play Episode Listen Later Mar 30, 2023 11:30


In part two of her book publishing journey, Amanda shares the exciting changes she's making in her business as she approaches the six-month mark before her book's release. As a coach who helps women break free from their relationship with alcohol and achieve personal growth, she breaks down how she is restructuring her business to serve her audience better. She introduces a revamped version of Stop Drinking Start Manifesting, which has helped countless women manifest their dreams and live without alcohol. If you're ready to take control of your life and awaken without alcohol, apply for Amanda's program through her website today. Don't let alcohol hold you back from reaching your full potential! [00:01 - 04:12] Opening Segment • Amand's book publishing journey and changes in her business Her expertise in holistic life coaching and helping women change their relationship with alcohol • Introduction of a revamped program with a hybrid format [04:13 - 08:09] Awaken Without Alcohol • A 12-week program for shifting your mindset and finding a holistic approach to life A focus on a holistic, spiritual approach to life • Working with ambitious women who feel stuck and want more from life [08:10 - 11:52] Closing Segment • The program aims to shift mindset and provide personal and spiritual development tools The goal is to make alcohol insignificant in one's life • How to overcome challenges without resorting to drinking Discover a Better You with our program Awaken without Alcohol! Join our book launch team today and get exclusive access to behind-the-scenes content!  Key Quotes: "If you have been a zombie alone in taking, picking up everything people have been telling you you should do. It can be really intimidating to figure out what it is you really want." - Amanda Kuda Learn more by connecting with Amanda through Instagram or visit AmandaKuda.com.  It's time to unbottle your potential. Apply to work with Amanda. If you liked the show, please LEAVE A 5-STAR REVIEW, like, and subscribe through your favorite streaming platform!

Passive Income Unlocked
379. Learn How to Focus on What Really Matters

Passive Income Unlocked

Play Episode Listen Later Mar 30, 2023 10:17


Are you tired of feeling like you never have enough time for what matters most to you? In this episode, Josh Andrews discusses impactful books that can help investors gain perspective on historical events and make better decisions. The conversation focuses on two books by Frederick Lewis Allen: "Only Yesterday," which provides an informal history of the 1920s, and "Since Yesterday," which continues the story through the Great Depression and World War II. This realization can help investors focus on what's important and let go of the noise in today's news. The conversation also mentions "The Rational Optimist" by Matt Ridley, which argues that we are living in the best time in history. So if you're ready to unlock the doors to passive income investing and start living your best life, tune in to this episode of Passive Income Unlocked today! [00:01 - 04:06] Opening Segment • Mindset is crucial for success in investing and entrepreneurship • Joshua shares his personal why for investing: time, freedom, and family • Check out Only Yesterday & Since Yesterday by Frederick Lewis Allen [04:07 - 10:16] Closing Segment • The concerns of the past are similar to those of today • Let go of unnecessary worries and focus on what's important • Check out The Rational Optimist by Matt Ridley Connect with Joshua: Website: Paper Profits Investors Key Quotes: “I think mindset's a really important thing because we are going in life in general encounter obstacles and we need something inside ourselves or reason to draw from when we encounter that.” - Joshua Andrews "Things are getting markedly better in our lives; this is the best time to be alive." - Joshua Andrews WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Unbottled Potential
42. Part 1: Things are Changing - BTS of my Book Journey

Unbottled Potential

Play Episode Listen Later Mar 28, 2023 12:57


Are you curious to know what goes on behind the scenes of a book launch? In today's episode, Amanda shares her journey as a first-time author and the exciting news of her upcoming book launch. She takes us through her first book's publishing experience and the challenges she faced along the way. As Amanda shares her excitement about the upcoming launch of her book, she invites readers to join her book launch team and communicates how she's making changes to her business plans. She believes transformation is available for everyone who comes across her work and holds a steadfast vision for them. So if you're looking for inspiration on your personal growth journey or want an inside look at what goes into publishing a book, tune in to Unbottled Potential today! [00:01 - 04:02] Opening Segment • Behind-the-scenes look at publishing Amanda's first book • How the book publishing process is a long and challenging one • How you can join Amanda's book launch team [04:03 - 07:48] Things are Changing • Revealing stunning cover design for the upcoming book launch How Amanda received the cover design for the book and how she felt about it • Amanda's excitement and plans for her upcoming book launch and business expansion [07:49 - 12:56] Closing Segment • The potential endorsements for the book • Why Amanda feels honored to write a book that will change people's lives • Hold a vision of a miraculous and authentic life for you Join our book launch team today and get exclusive access to behind-the-scenes content!  Key Quotes: "Changing one's life can be scary, but I believe that it is your destiny to change your relationship with alcohol and to step into a life that is so miraculous and authentic and potentially." - Amanda Kuda Learn more by connecting with Amanda through Instagram or visit AmandaKuda.com  It's time to unbottle your potential. Apply to work with Amanda. If you liked the show, please LEAVE A 5-STAR REVIEW, like, and subscribe through your favorite streaming platform!

Let's Talk Business
In Case You Missed It: Highlights From LTB's Best Season Yet

Let's Talk Business

Play Episode Listen Later Feb 27, 2023 33:39


As Let's Talk Business concludes another great season, join Meny and his producer, Scott Kahn, to review the highlights of the past six months. Together, they reminisce about their favorite guests and most meaningful moments while discussing what makes a good podcast, how listeners can get involved, and some exciting plans for LTB's future. You won't want to miss this celebration of Let's Talk Business, the podcast which offers no-nonsense advice to help you learn, grow, and lead. Listen and enjoy! Key Highlights: [00:01 - 06:46] Opening Segment • A "seasoned review" to talk about some of the podcast episodes that have gotten solid feedback • The effort that goes into producing a show Speaking to guests beforehand and asking more profound questions • The most fulfilling part of producing content [06:47 - 13:09] How One Podcast Episode Changed a Life and a Business • Podcasting is not just about having a great guest or host • The goal of Let's Talk Business • Why feedback from listeners is crucial [13:10 - 26:20] Uncovering the Nitty Gritty • A recap of some episodes and their feedback • Understand the essence of branding and marketing • Salespeople should listen to different ideas and adapt something that works for them Avoiding the feeling of rejection [26:21 - 33:38] Closing Segment • The value of the podcast Introducing a new Q&A segment to the show • Making a difference in the lives of the listeners Key Quotes: "Having a properly prepared podcast, a host, and a guest who work well together. That's what makes a successful podcast." - Scott Kahn. "Give us that 40 minutes, that hour, and we'll give you tremendous value for your time." - Scott Kahn. Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in Business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts! 

The Low Carb Hustle Podcast
146: Here's What You Need to Know About Ice Baths and the Wim Hof Method Ft. Michael Roviello

The Low Carb Hustle Podcast

Play Episode Listen Later Feb 1, 2023 28:20


Michael Roviello is a former U.S. Navy helicopter rescue swimmer, combat search and rescue crewman, and anti-submarine warfare operator. Michael found the Wim Hof Method, using cold water, breathing exercises, and a change in his mindset, as a tool for self-healing. Using cold-water therapy, breathwork, and sauna, Michael sees great results in pain management, inflammation, clarity, peace of mind, energy, and resilience. In this episode, Michael shares his incredible story about how he was introduced to an alternative healing practice through connection to the environment. He tells us how these practices have helped him recover from a neck injury and his emotional state. Listen to this podcast to learn more about mind-body wellness and natural body mechanisms. Key Highlights: [00:01 - 02:09] The Benefits of Ice Bath and Cold Therapy Michael explains why Cold therapy is what they call “complete therapy.” How cold-water therapy connected to emotional and mental state. Advice and tips on how to apply cold therapy appropriately. [02:10 - 14:55] Cold Water Therapy Helps Body Burn More Fat The physical benefits of cold-water therapy and the strategy of natural body mechanism The ideology of looking for environmental-like challenges and putting your body in an environmentally stressful situation. [14:56 - 25:09] Mimicking Nature In The Form Of Technology Michael shares some processes and practices in his company, Optimyze, which uses biohacking technology that mimics nature. The techniques that Optimyze offers and why would people should look into them. He discusses the company's technologies, like red light therapy, infrared saunas, and cold-water therapy. [25:10 - 28:19] Closing Segment The difference between ice bath vs. cryo chamber. The promotional and special offers that you can try out.   Key Quotes: “You can't hide from stress, but you can train for stress.” - Michael Roviello “I just think stuffing things away in your pocket and forgetting about them and trying to pretend that they don't bother you or that they're not affecting you anymore is not a good strategy.” - Michael Roviello “Vulnerability is power.” - Michael Roviello Here's Michael's website to learn more about mind-body connections to optimize your health. https://www.optimyze.me/ Get leaner. Live Longer. Be Legendary. Here's how I can help you reach your goals! Visit N8training.com - mastermind Join our 5-Day Morning Routine Challenge Start by understanding the science and simplicity of carb backloading for fat loss - go to GetNatesBook.Com. to get a free copy of Nate's bestseller “The Million Dollar Body Method” Get more great tips to get leaner by connecting with me on Instagram @lowcarbhustle Join the MDB Mastermind for just a buck! If you want accountability, coaching, and an amazing training program to get leaner, this is what you need. Go to nate.fit to find out more and get your first 2 weeks for just 1 dollar. If you liked the show, please LEAVE A 5-STAR REVIEW, and share it on social media to get reposted to over 12k of the homies.

The Low Carb Hustle Podcast
138: The 2 Keys to Gain Muscle and Lose Fat at the Same Time

The Low Carb Hustle Podcast

Play Episode Listen Later Jan 9, 2023 26:10


Losing fat and building muscle is a hard goal to reach, but it doesn't have to be. In this episode, Nate and Kyle discuss the 2 Keys to gaining muscle and losing fat at the same time. The Meta-Analysis may have revealed some information on the topic. They will talk about several studies done in this area to help provide you with tips and strategies to build muscle and lose fat at the same time. Don't just wait around hoping for change. Listen to this informational episode to learn more!   Key Highlights: [00:01 - 07:03] Opening Segment The misconception or misinformation that protein is only for muscle building. The other studies compare traditional resistance training and high-resistance training. One key takeaway is that you have to have resistance training and has to be progressive.   [07:04 - 16:09] Amount Of Protein Consumption For Effective Muscle Gain All about building muscle, there are a lot of unknowns When it comes to people who want to gain muscle while also losing fat, a more-than-usual amount of protein has the best number.   [16:09 - 22:03] Can Sleep Help Gain Muscle And Lose Fat? The study has shown the results about having slept for 8 hrs. Vs. people who slept 7 hrs. less There are also studies about Ghrelin Levels or “hunger hormones.” Nate's strategies to be successful in knowing the amount of protein in the simplest way.   [22:03 - 27:14 ] Closing Segment The key takeaway is consistency in order to gain muscle and lose fat at the same time. The foundational piece is to get at least one gram of protein intake.   Key Quotes: “It's power of protein, but more than anything it's the power of just planning.” - Kyle Tyler “You have to have resistance training, and it has to be progressive.” - Nate Palmer “There's a lot of unknowns when it comes to building muscle.” - Nate Palmer Get leaner. Live Longer. Be Legendary. Here's how I can help you reach your goals! 1. Get coaching from Nate: https://www.milliondollarbodymethod.com/get-coaching 2. Start by understanding the science and simplicity of carb backloading for fat loss - go to GetNatesBook.Com. to get a free copy of Nate's bestseller “The Million Dollar Body Method” 3. Get more great tips to get leaner by connecting with me on Instagram @lowcarbhustle 4. Join the MDB Mastermind for just a buck! If you want accountability, coaching, and an amazing training program to get leaner, this is what you need. Go to nate.fit to find out more and get your first 2 weeks for just 1 dollar.   If you liked the show, please LEAVE A 5-STAR REVIEW, and share it on social media to get reposted to over 12k of the homies.