Podcasts about entrust group

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Best podcasts about entrust group

Latest podcast episodes about entrust group

The Real Estate Law Podcast
Quick Take - Breaking into Your Imprisoned Retirement Funds For Your Real Estate Investments with Tony Unkel

The Real Estate Law Podcast

Play Episode Listen Later Feb 15, 2024 11:04


Quick Take - (Full Episode - #80 - Link Below to Full Episode) Did you know that you can purchase real estate using your Self-Directed IRA? For a lot of the people interested in financial independence and retiring early, having money locked away into an IRA or 401k can feel relatively daunting. Self-directed IRAs empower investors to grow their retirement accounts with alternative assets such as private equity, private placements, precious metals, and - our favorite asset class - real estate. Meet our guest Tony Unkel, Business Development Manager for The Entrust Group. Tony works with investors throughout the US, helping them understand the possibilities of self-directing their retirement plans and purchasing rental properties with their Self-Directed IRAs and tax-advantaged plans. The Entrust Group has worked with investors for over 40 years, assisting them by purchasing alternative investments with retirement funds and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. Self-Directed IRAs provide investors with the freedom to invest in almost anything. With that said, each investment strategy has a set of rules that you'll need to abide to keep your Self-Directed IRA in good standing, and Tony walks us through all of that. In this episode, we discussed: - How real estate professionals can help their clients invest in property tax-free. - Breaking into your imprisoned retirement funds and using them for real estate and other investments - What can and can't you invest in with your Self-Directed IRA? - Who should consider making a portion of their retirement funds self directed? - What level of due diligence will a custodian record keeper administrator do for any individual investments within Self-Directed IRAs? - Who are disqualified persons and why is it prohibited to enter into a transaction with these individuals? - Not being able to perform any degree of sweat equity on real estate purchased through a Self-Directed IRA. - Purchasing property in retirement destinations (Florida, Mexico, Costa Rica), using Self-Directed IRAs. - The difference between a Direct Purchase and a Checkbook IRA :: Link to Full Episode - https://youtu.be/0KWLHgwQyGA Where you can find Tony: Website - https://www.theentrustgroup.com/ Facebook - https://www.facebook.com/EntrustGroup/ LinkedIn - https://www.linkedin.com/in/tonyunkel/ Join Jason Muth from Straightforward Short-Term Rentals and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast! #realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #selfdirectedira #retirementplanning #retirementinvesting #401k #irainvesting Follow us! Following and subscribing to The Real Estate Law Podcast not only ensures that you'll get instant updates whenever we release a new episode, but it also helps us reach more people who could benefit from the valuable content that we provide. The Real Estate Law Podcast on Instagram and YouTube NextHome Titletown Real Estate on Facebook and LinkedIn Straightforward Short-Term Rentals on Instagram Attorney Rory Gill on LinkedIn Jason Muth on LinkedIn Help us Spread the Word If you've found our podcast helpful, entertaining, or informative, please consider leaving us a rating and review. It only takes a minute and can make a huge difference in helping us reach more listeners. Hospitality.FM The Real Estate Law Podcast is part of Hospitality.FM, a podcast network dedicated to bringing the best hospitality-focused podcasts to those in and around the industry, from Food + Beverage, Guest Experience, Diversity & Inclusion, Tech, Operations, Hotels, Vacation Rentals, Real Estate Law, and so much more!

Going Long Podcast with Billy Keels
SERIES HIGHLIGHT: Managing Your Investment Portfolio with Vehicles That Give You More Control - Mindy Gayer

Going Long Podcast with Billy Keels

Play Episode Listen Later Nov 28, 2023 49:00


Going Long Podcast Episode 372: Managing Your Investment Portfolio with Vehicles That Give You More Control ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Mindy Gayer, you'll learn the following:   [00:41 - 03:32] Show introduction with comments from Billy. [03:32 - 08:07] Guest introduction and first questions. [08:07 - 13:30] The backstory and decisions made that led Mindy to this point in her journey. [13:30 - 15:21] Mindy explains what and who a fiduciary is, and why it's important for you to understand this. [15:21 - 22:46] Mindy gives us a 101 on what a self directed I.R.A. is, how it works (and doesn't work), and most importantly how it can work for you.. [22:46 - 31:45] The ways that you can fund your own self directed I.R.A., and some things to understand so you can know whether it is the right thing for you to do.  [31:45 - 36:32] Mindy explains all about UBIT tax and UDFI. [36:32 - 39:40] How Mindy is helping clients through Entrust Group today. Here's what Mindy shared with us during today's conversation:    Where in the world Mindy is currently: Nashville, Tennessee. The most positive thing to happen in the past 24 hours: Mindy found out that her healing from a Wakeboarding accident and subsequent hospital operation is ahead of schedule, so she is hoping to be fully healed soon! Favourite city in Europe: Santorini, Greece. A mistake that Mindy would like you to learn from so that you don't have to pay full price: Wherever you are in life, it's never too late! Book Recommendations: Extreme Ownership, by Jocko Willink and Leif Babin. https://www.amazon.com/Extreme-Ownership-U-S-Navy-SEALs/dp/1250067057    Be sure to reach out and connect with Mindy Gayer by using the info below:     Website: https://www.theentrustgroup.com/   LinkedIn: https://www.linkedin.com/in/mindy-gayer-8bb48b90  Email: mgayer@theentrustgroup.com      To see the Video Version of today's conversation just CLICK HERE.   How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI     Start taking action TODAY so that you can gain more Education and Control over your financial life.   Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong   Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels  

The Real Estate Law Podcast
Breaking into Your Imprisoned Retirement Funds For Your Real Estate Investments with Tony Unkel

The Real Estate Law Podcast

Play Episode Listen Later Dec 13, 2022 34:09 Transcription Available


Did you know that you can purchase real estate using your Self-Directed IRA?For a lot of the people interested in financial independence and retiring early, having money locked away into an IRA or 401k can feel relatively daunting.Self-directed IRAs empower investors to grow their retirement accounts with alternative assets such as private equity, private placements, precious metals, and - our favorite asset class - real estate.Meet our guest Tony Unkel, Business Development Manager for The Entrust Group.Tony works with investors throughout the US, helping them understand the possibilities of self-directing their retirement plans and purchasing rental properties with their Self-Directed IRAs and tax-advantaged plans.The Entrust Group has worked with investors for over 40 years, assisting them by purchasing alternative investments with retirement funds and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.Self-Directed IRAs provide investors with the freedom to invest in almost anything. With that said, each investment strategy has a set of rules that you'll need to abide to keep your Self-Directed IRA in good standing, and Tony walks us through all of that.In this episode, we discussed:- How real estate professionals can help their clients invest in property tax-free.- Breaking into your imprisoned retirement funds and using them for real estate and other investments- What can and can't you invest in with your Self-Directed IRA?- Who should consider making a portion of their retirement funds self directed?- What level of due diligence will a custodian record keeper administrator do for any individual investments within Self-Directed IRAs?- Who are disqualified persons and why is it prohibited to enter into a transaction with these individuals?- Not being able to perform any degree of sweat equity on real estate purchased through a Self-Directed IRA.- Purchasing property in retirement destinations (Florida, Mexico, Costa Rica), using Self-Directed IRAs.- The difference between a Direct Purchase and a Checkbook IRAWhere you can find Tony:Website - https://www.theentrustgroup.com/Facebook - https://www.facebook.com/EntrustGroup/LinkedIn - https://www.linkedin.com/in/tonyunkel/Join Jason Muth and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast!#realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #selfdirectedira #retirementplanning #retirementinvesting #401k #irainvestingSupport the showFollow us!NextHome Titletown Real Estate on InstagramNextHome Titletown Real Estate on FacebookNextHome Titletown Real Estate on LinkedInAttorney Rory Gill on LinkedIn

Going Long Podcast with Billy Keels
Managing Your Investment Portfolio with Vehicles That Give You More Control - Mindy Gayer

Going Long Podcast with Billy Keels

Play Episode Listen Later Nov 21, 2022 51:04


Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Click the link HERE.  Going Long Podcast Episode 266: Managing Your Investment Portfolio with Vehicles That Give You More Control ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Mindy Gayer, you'll learn the following:   [00:41 - 03:32] Show introduction with comments from Billy. [03:32 - 08:07] Guest introduction and first questions. [08:07 - 13:30] The backstory and decisions made that led Mindy to this point in her journey. [13:30 - 15:21] Mindy explains what and who a fiduciary is, and why it's important for you to understand this. [15:21 - 22:46] Mindy gives us a 101 on what a self directed I.R.A. is, how it works (and doesn't work), and most importantly how it can work for you.. [22:46 - 31:45] The ways that you can fund your own self directed I.R.A., and some things to understand so you can know whether it is the right thing for you to do.  [31:45 - 36:32] Mindy explains all about UBIT tax and UDFI. [36:32 - 39:40] How Mindy is helping clients through Entrust Group today. Here's what Mindy shared with us during today's conversation:    Where in the world Mindy is currently: Nashville, Tennessee. The most positive thing to happen in the past 24 hours: Mindy found out that her healing from a Wakeboarding accident and subsequent hospital operation is ahead of schedule, so she is hoping to be fully healed soon! Favourite city in Europe: Santorini, Greece. A mistake that Mindy would like you to learn from so that you don't have to pay full price: Wherever you are in life, it's never too late! Book Recommendations: Extreme Ownership, by Jocko Willink and Leif Babin. https://www.amazon.com/Extreme-Ownership-U-S-Navy-SEALs/dp/1250067057    Be sure to reach out and connect with Mindy Gayer by using the info below:     Website: https://www.theentrustgroup.com/   LinkedIn: https://www.linkedin.com/in/mindy-gayer-8bb48b90  Email: mgayer@theentrustgroup.com      To see the Video Version of today's conversation just CLICK HERE.   How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI     Start taking action TODAY so that you can gain more Education and Control over your financial life.   Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong   Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels  

Purpose-Driven Wealth
Episode 40 - Building Purpose-Driven Wealth Using Your Self-Directed IRA

Purpose-Driven Wealth

Play Episode Listen Later Aug 25, 2022 35:43


In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Mindy Gayer talk about the fundamentals to help you better understand self-directed IRAs. A lot of people don't understand the different assets inside self-directed IRAs. Because of it, there are many misconceptions. Here, Mindy simplifies the key components that make up a self-directed IRA, the broad spectrum of assets you can invest in self-directed IRAs, what happens when the IRS audits prohibited transactions inside your IRA, and so much more. In this episode, Mindy talks about: The key to having self-directed IRAs Mindy Gayer, "if you can imagine it, you can invest in it." An example of what the IRS calls a prohibited transaction What is a single-member LLC? The different ways you can fund your self-directed IRA and so much more! About Mindy Gayer:   Mindy Gayer leads The Entrust Group out of the Nashville, Tennessee office, which serves the Southeast Region. She joins Entrust with over 11 years of sales and relationship management experience, seven years of banking experience, and five years of retirement industry administration experience.   Mindy started in the financial industry at a very early age, when she first began working at a banking institution in high school and continued throughout her college career. She holds a bachelor's degree in Business Management from Southern Illinois University in Carbondale, Illinois. She takes a lot of pride in her business and financial background.   The retirement industry has always been of interest to Mindy. She feels that it is very important to offer education to all individuals on their options for diversifying their retirement portfolios using alternative investments through a self-directed IRA.   Follow Mindy Gayer on:   Website:          https://www.theentrustgroup.com/ LinkedIn:         https://www.linkedin.com/in/mindy-gayer-8bb48b90/ Phone:             615-900-4015 Email:              mgayer@theentrustgroup.com   Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/ YouTube:        https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index      

Money Savage
Alternative Investments with Bill Neville

Money Savage

Play Episode Listen Later Feb 27, 2022 22:07


LifeBlood: We talked about alternative investment investing via self-directed IRAs, how it works, what kinds of investments you can access, the common pitfalls to avoid and how to get started, with Bill Neville, Business Development Manager with the Entrust Group.   Listen to learn why people have been using self-directed IRAs for over 30 years! You can learn more about Bill at TheEntrustGroup.com, Facebook, Twitter, Pinterest, YouTube and LinkedIn. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.

GentleMan Style Podcast-God, Family, Finance, Self
How to buy real estate using Self directed IRAs

GentleMan Style Podcast-God, Family, Finance, Self

Play Episode Listen Later Dec 18, 2021 33:23


To See this Live Interview Mindy is the Business Development Manager at The Entrust Group, which is the go-to for all Self-Directed IRAs and they hold an astounding $4 billion in assets with over 22,000 investors. Mindy is in charge of helping clients learn the ins and outs of diversifying their portfolios. Mindy also has 20+ years of experience working with some of the biggest US banks (Old National Bank, etc) and as a sales consultant for multiple insurance consultancies!  The Entrust Group Website YouTube: TheEntrustFroup Become a Sponsor of our Youtube Channel

Mission Matters Money
The Benefits of Self-Directed IRAs

Mission Matters Money

Play Episode Listen Later Dec 15, 2021 18:58


For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. In this episode, Adam Torres and Bill Neville, Business Development Manager of The Entrust Group, explore the benefits of Self Directed IRAs.  Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Money Making Sense
You can diversify your IRA on your own

Money Making Sense

Play Episode Listen Later Dec 15, 2021 20:03


Self-directed IRA's can open your retirement fund to more than just stocks and bonds.  Bill Neville, the business development manager of The Entrust Group, says it's a great way to add rental properties and precious metals to your portfolio.  However, there are rules and many people make mistakes because they know what they are. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy information.

Ritter on Real Estate
The VALUE of Self-Directed Retirement Planning With Bill Neville

Ritter on Real Estate

Play Episode Listen Later Nov 22, 2021 51:00


Today's Ritter On Real Estate Guest is Bill Neville. Bill Neville joined The Entrust Group eight years ago through his initial role as Manager of Operations for the company's franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust's educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company's growth and success and is currently the Business Development Manager for Entrust's San Francisco Bay Area office.""Bill Neville joined The Entrust Group eight years ago through his initial role as Manager of Operations for the company's franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust's educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company's growth and success and is currently the Business Development Manager for Entrust's San Francisco Bay Area office. Welcome to the podcast Bill! Key Points From The Episode: How Bill got his start in managing/recovery auditing/financial advising.What Entrust Group is and isn't. Custodian & record keeper for individuals.The definition of self-directed retirement planning.The freedom included with self-directed retirement accounts.Why most financial advisors limit their investment opportunities for consumers.Roth IRA & 401K transfers, rollovers, brokerage changes explained.The benefit of self-directed IRA's.What potentially disqualifies your self-directed IRA.IRA's owning assets, how it works.Books Mentioned: Sapiens: A Brief History of Humankind by Yuval Noah Harari

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Bitcoin, Cryptocurrencies, and Blockchain w/ Preston Pysh (Part 2)

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Oct 1, 2021 49:09


IN THIS EPISODE, YOU'LL LEARN:0:41 - What Bitcoin mining is 9:36 - How to value Bitcoin and where Bitcoin all began 28:46 - What can happen if the government steps in and regulates Bitcoin 30:53 - How banning Bitcoin works34:41 - What the most common misconceptions about Bitcoin are26:14 - What the major risks/ cons are of buying Bitcoin and other cryptocurrencies And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeCheck out our Investing Starter Packs about real estateExperts to Follow: Plan B, Trace Mayer, Caitlin Long, Adam BackMayer Multiple Website, Mayer Multiple TwitterPlan B's white paper: Modeling Bitcoin's Value w/ ScarcityThe highest-ranked Bitcoin authoritiesDr. Saifedean Ammous' book The Bitcoin StandardSatoshi Nakamoto's white paper Bitcoin: A Peer-to-Peer Electronic Cash SystemSaifedean Ammous' educational websiteAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA today.Make it simple to hire and manage remote employees across all 50 states with Justworks.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.Join PassiveInvesting's Passive Investor Club and get to invest in high quality, cash flowing real estate without all of the hassle.Read this episode's transcript and full show notes on our website.Connect with Preston: Website |Twitter | LinkedInConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network

IN THIS EPISODE, YOU'LL LEARN: 12:43 - The breakdown of Naval's framework on how to get rich without getting lucky18:53 - How someone can build or find a position of leverage and why this is important going into the future20:08 - What's behind Naval's idea that if you don't have equity in a business, then you don't have a path towards financial freedom21:42 - Why Naval believes the forty-hour workweek is outdated and why we should be like athletes instead27:22 - What a mental model is and how this can help you in your business and life And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeCheck out our Investing Starter Packs about real estateMI091: Warren Buffett's #3 & Charlie Munger's #1 Business Book of All-Time w/ Robert CialdiniNaval Ravikant: The Angel Philosopher in The Knowledge Project with Shane Parrish Eric Jorgenson's book The Almanack of Naval Ravikant and podcastCharlie Munger's book Poor Charlie's AlmanackBill Watterson's book The Complete Calvin and Hobbes Robert Cialdini's book Influence, New and Expanded: The Psychology of PersuasionTim Ferriss' book The 4-Hour WorkweekJason Calacanis' book AngelEric Ries' book The Lean StartupAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA today.Make it simple to hire and manage remote employees across all 50 states with Justworks.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.Join PassiveInvesting's Passive Investor Club and get to invest in high quality, cash flowing real estate without all of the hassle.Read this episode's transcript and full show notes on our website.Connect with Eric: Website | Twitter |LinkedIn Connect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
REI089: Real Estate Diversification & Life Design w/ Ashley Kehr

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 27, 2021 61:19


IN THIS EPISODE, YOU'LL LEARN: 2:34 - What the status is of Ashley's recent commercial house hacking strategy with a liquor store19:15 - How Ashley thinks about the dynamic of focusing or mastering one strategy versus diversification in real estate21:15 - What Ashley is struggling with in her businesses and how she is working through them29:18 - What parts of real estate Ashley sees that are often missed in books and other educational resources 37:12 - How someone can go about getting a chance at a podcast hiring opportunity and stand out from the competitionAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeCheck out our Investing Starter Packs about real estateREI022: Building Wealth From Rentals w/ Ashley KehrREI049: Commercial Real Estate House Hacking w/ Ashley KehrAshley Kehr's show BiggerPockets Real Estate Rookie Podcast JL Collin's book The Simple Path to WealthCraig Curelop's book The House Hacking StrategyMark Ferguson's book Build a Rental Property EmpirePat Flynn's book Will It Fly?Real estate education platform BiggerPocketsAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA today.Make it simple to hire and manage remote employees across all 50 states with Justworks.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.Join PassiveInvesting's Passive Investor Club and get to invest in high quality, cash flowing real estate without all of the hassle.Read this episode's transcript and full show notes on our website.Connect with Ashley: Website | Instagram | FacebookConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Bitcoin, Cryptocurrencies, and Blockchain w/ Preston Pysh (Part 1)

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 24, 2021 47:51


IN THIS EPISODE, YOU'LL LEARN:5:16 - What Bitcoin, cryptocurrencies, and blockchain are10:43 - How to value an asset such as a cryptocurrency25:59 - Why the most common argument against Bitcoin is inaccurate37:27 - Why we need an alternative currency that isn't the US DollarAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeCheck out our Investing Starter Packs about real estateExperts to Follow: Plan B, Trace Mayer, Caitlin Long, Adam BackMayer Multiple Website, Mayer Multiple TwitterPlan B's white paper: Modeling Bitcoin's Value w/ ScarcityThe highest-ranked Bitcoin authoritiesDr. Saifedean Ammous' book The Bitcoin StandardSatoshi Nakamoto's white paper Bitcoin: A Peer-to-Peer Electronic Cash SystemSaifedean Ammous' educational websiteAll of Robert's favorite booksSupport our free podcast by supporting our sponsorspport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksInvest in multimillion-dollar paintings, enjoy attractive historical price appreciation, and buy and sell shares on secondary market with Masterworks. Skip the waitlist today. See important disclosures hereAutomate your key business processes, and close your books in a fraction of the time with NetsuiteRead this episode's transcript and full show notes on our website.Connect with Preston: Website |Twitter | LinkedInConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI111: You Don't Have to Go Big w/ Andrew Gazdecki

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 22, 2021 50:00


IN THIS EPISODE, YOU'LL LEARN: 14:14 - Why Andrew decided to still go to college despite his apparent disinterest in school 20:14 - What MicroAcquire is and what Andrew's goal is with this company30:44 - How to focus on one thing as an entrepreneur and how to determine what that one thing should be39:29 - Why VC-backed companies generally get all the news coverage and what Andrew is doing to change this49:35 - What it means to “build in public” and why Andrew has chosen to go this routeAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeCheck out our Investing Starter Packs about real estateEric Ries' book The Lean StartupPat Flynn's book Will It Fly?Chris Guillebeau's book Born for ThisThe Shark's book Shark Tank Jump Start Your BusinessAll of Robert's favorite booksSupport our free podcast by supporting our sponsorspport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksInvest in multimillion-dollar paintings, enjoy attractive historical price appreciation, and buy and sell shares on secondary market with Masterworks. Skip the waitlist today. See important disclosures hereAutomate your key business processes, and close your books in a fraction of the time with NetsuiteRead this episode's transcript and full show notes on our website.Connect with Andrew: Website | Twitter | LinkedIn Connect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
REI088: Airbnb & Short-Term Rentals w/ Tony Robinson

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 20, 2021 57:12


IN THIS EPISODE, YOU'LL LEARN:3:31 - How and why Tony transitioned into real estate full-time11:32 - What was Tony's strategy when he first started in real estate, how that has evolved, and what he's currently working on 14:46 - What Tony did with a stock portfolio line of credit and how it all works21:31 - What Tony's portfolio looks like today, where his properties are located, and what types of properties they are30:16 - How to self-manage long-distance Airbnb properties48:19 - What Tony is struggling with in his business and how he's working through those challengesAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about real estateTony Robinson's show BiggerPockets Real Estate Rookie Podcast David Greene's book Buy, Rehab, Rent, Refinance, RepeatGary Chapman's book The 5 Love LanguagesBrandon Turner's book The Book on Rental Property InvestingMark Ferguson's book Build a Rental Property EmpireGino Wickman's book Entrepreneurial LeapReal estate education platform BiggerPocketsAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksInvest in multimillion-dollar paintings, enjoy attractive historical price appreciation, and buy and sell shares on secondary market with Masterworks. Skip the waitlist today. See important disclosures hereAutomate your key business processes, and close your books in a fraction of the time with NetsuiteRead this episode's transcript and full show notes on our website.Connect with Tony: Website | Instagram | Youtube Connect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Boglehead and Index Investing with Rick Ferri

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 17, 2021 46:06


IN THIS EPISODE, YOU'LL LEARN:0:55 - What Bogleheads are and what Boglehead investing is8:55 - Why you need to eliminate unnecessary investment fees in your portfolio17:52 - How you should get started investing today42:20 - Why you need to diversify your investmentsAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCES Get more FREE content from RobertGet a FREE audiobook from AudibleGet TWO FREE STOCKS from WeBullRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeRick Ferri's book The Power of Passive InvestingRick Ferri's Bogleheads on Investing PodcastTaylor Larimore's book The Bogleheads' Guide to the Three-Fund PortfolioJohn Bogle's book The Little Book of Common Sense InvestingJoel Greenblatt's book The Little Book That Still Beats the MarketAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksExperience Manscaped's new Lawnmower 4.0 - the ultimate trimmer that provides intelligent functionality and incredibly comfortable grooming experience! Get 20% OFF and free shipping with the code MIStart feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIRead this episode's transcript and full show notes on our website.Connect with Rick: Website | Twitter | LinkedIn Connect with Robert: Website | Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI110: Don't Ruin Your Financial Future Just For College w/ Barbara Ginty

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 15, 2021 52:07


IN THIS EPISODE, YOU'LL LEARN: 2:16 - The most interesting and impactful data points regarding the current student loan crisis28:30 - What Barbara has found to be the biggest challenge when it comes to paying off student loans and what her recommendation is for people to overcome it32:44 - Barbara's definition of a good emergency fund37:10 - If someone should start investing or pay off their student loans first39:51 - How Barbara thinks about the order in which people should contribute to certain financial accounts (i.e. 401Ks, IRAs, HSAs, and individual brokerage accounts)And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeCheck out our Investing Starter Packs about real estateBarbara Ginty's podcast Future Rich Future Rich Episode 124: How to Start House Hacking w/ Robert LeonardNapoleon Hill's book Think and Grow Rich Robert Kiyosaki's book Rich Dad Poor Dad Ryan Holiday's book Ego Is the EnemyJL Collin's book The Simple Path to WealthErin Lowry's book Broke Millennial Talks MoneyGrant Sabatier's book Financial FreedomAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksExperience Manscaped's new Lawnmower 4.0 - the ultimate trimmer that provides intelligent functionality and incredibly comfortable grooming experience! Get 20% OFF and free shipping with the code MIStart feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIRead this episode's transcript and full show notes on our website.Connect with Barbara: Website | LinkedIn | InstagramConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
REI087: Find Deals Creatively w/ Josh Miller

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 13, 2021 55:13


IN THIS EPISODE, YOU'LL LEARN:9:30 - How Josh was able to acquire 307 contracts, bought and sold hundreds of properties, and held onto 120 of them in his portfolio as rentals in just a year 14:55 - If wholesaling is truly a way one can get started with no money in real estate and what to say to those people who don't believe this32:26 - If people who are interested in wholesaling only focus on areas near them, or if they should look for places outside of their backyard 36:44 How to monetize all of your motivated seller leads44:17 - How to creatively find the right zip codes to wholesale inAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about real estateFind great markets to invest in with WisereiGino Wickman's books Traction and Entrepreneurial LeapDan Sullivan's book Who Not How Steve Jobs' 2005 Stanford Commencement AddressMark Ferguson's book Build a Rental Property EmpireNeal Bawa's real estate platform GrocapitusAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksExperience Manscaped's new Lawnmower 4.0 - the ultimate trimmer that provides intelligent functionality and incredibly comfortable grooming experience! Get 20% OFF and free shipping with the code MIStart feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIRead this episode's transcript and full show notes on our website.Connect with Josh: Website | Facebook | YoutubeConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Behind the Scenes of Shark Tank & the Art of an Investor Pitch with Matt Higgins

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 10, 2021 31:03


IN THIS EPISODE, YOU'LL LEARN:4:30 - How to overcome poor situations and use them as your fuel towards success11:34 - What it's really like to be on Shark Tank, both as a Shark and as an entrepreneur24:43 - The most important characteristics of a great pitch to investors26:46 - Whether you should or shouldn't raise capital for your business30:07 - How Matt would get started if he had to start over todayAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeDaymond John's book The Power of BrokeLori Greiner's book Invest It, Sell It, Bank It!Gary Vaynerchuk's book Crushing It!The Shark's book Shark Tank Jump Start Your BusinessAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksFollow other investors, discover companies to believe in, invest with any amount of money with Public.com. You'll even get a free slice of stock when you joinAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrRead this episode's transcript and full show notes on our website.Connect with Matt: Instagram | Twitter | LinkedInConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI109: Masterclass on NFTs and Business w/ Tom Bilyeu

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 8, 2021 68:10


IN THIS EPISODE, YOU'LL LEARN: 2:53 - What Impact Theory is exactly and why Tom started it38:11 - What Tom's process and strategy are for controlling one's emotions44:35 - Where Tom falls on the debate of focusing versus trying a bunch of different things as an entrepreneur59:32 - What NFTs are and why Tom is so bullish on their future 01:09:57 - What an NFT marketplace is and what Tom's goals are with itAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeMI090: Could This Time Be Truly Different? NFTs, Macro, Crypto, Bitcoin w/ Raoul PalTom Bilyeu's Impact Theory InstagramCarol Dweck's book MindsetVictor Frankl's book Man's Search for MeaningGary Vaynerchuk's book Crushing It!Lori Greiner's book Invent It, Sell It, Bank It!All of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksFollow other investors, discover companies to believe in, invest with any amount of money with Public.com. You'll even get a free slice of stock when you joinAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrRead this episode's transcript and full show notes on our website.Connect with Tom: Website | LinkedIn | InstagramConnect with Robert: Website | Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
REI086: International Long-Distance Investing w/ Rafi Mizrahi

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 6, 2021 33:09


IN THIS EPISODE, YOU'LL LEARN:11:35 - Why Rafi decided to invest abroad, particularly in the US, instead of continuing in Israel20:34 - How Rafi got comfortable with international long-distance investing and how he knew he was ready to do so23:37 - After making the decision to invest internationally, how Rafi chose a strategy and a specific location25:03 - How and why Rafi transitioned from his past real estate strategies to going into multifamily properties28:13 - Which habit or principle Rafi follows that has made a big impact on his success and what the most influential book in his life isAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeRobert Kiyosaki's book Rich Dad Poor Dad Michael Blank's book Financial Freedom with Real Estate InvestingReed Goossens' book Investing in the USGeorge Clason's book The Richest Man in BabylonAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksFollow other investors, discover companies to believe in, invest with any amount of money with Public.com. You'll even get a free slice of stock when you joinAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrRead this episode's transcript and full show notes on our website.Connect with Rafi: Website | Facebook | LinkedInConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: The Simple Path to Wealth with JL Collins (Investing Podcast)

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 3, 2021 68:11


IN THIS EPISODE, YOU'LL LEARN:6:39 - What to do if you have debt and if you should pay off your debt before investing25:16 - How people can invest in both a bull market and a bear market 30:53 - Why you might want to keep your investing simple and invest in index funds46:17 - What factors to consider when choosing a brokerage firm66:55 - What the biggest mistake new investors makeAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet a FREE audiobook from AudibleJL Collin's article “You, Too, Can Be Conned”JL Collin's article “Why I Don't Like Dollar Cost Averaging”JL Collin's article “Too Hot. Too Cold. Not Pure Enough.”Vanguard Total Stock Market Index Fund (VTSAX)Vanguard S&P 500 Index Fund (VOO)Rick Ferri's book The Power of Passive InvestingJoel Greenblatt's book The Little Book That Still Beats the MarketDaniel Crosby's book The Behavioral InvestorMohnish Pabrai's book The Dhandho InvestorAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksGet access to thousands of titles across different formats and genres: from audiobooks, to popular and exclusive podcasts, to unique Audible Originals like the Words+Music series with AudiblePlus. Visit audible.com/mi or text mi to 500-500Invest in multimillion-dollar paintings, enjoy attractive historical price appreciation, and buy and sell shares on secondary market with Masterworks. Skip the waitlist today. See important disclosures hereRead this episode's transcript and full show notes on our website.Connect with JL: Website | Twitter Connect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI108: The Business of Podcasting w/ Hala Taha

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 1, 2021 51:03


IN THIS EPISODE, YOU'LL LEARN: 28:30 - How to grow a podcast audience and why Hala chose to focus on LinkedIn, a business social network, to do so36:12 - How Hala was able to land high-profile guests like Matthew McConaughey and Seth Godin 40:48 - All the different ways one can monetize a podcast and how a podcast can be an actual revenue-generating business47:31 - What the most impactful thing Hala has learned from interviewing guests on her podcast50:42 - How to deal with and overcome failure and rejectionAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeHala Taha's Young and Profiting PodcastJack Schafer's book The Like SwitchRamit Sethi's book I Will Teach You To Be RichGino Wickman's book Entrepreneurial LeapJia Jiang's book Rejection ProofAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksGet access to thousands of titles across different formats and genres: from audiobooks, to popular and exclusive podcasts, to unique Audible Originals like the Words+Music series with AudiblePlus. Visit audible.com/mi or text mi to 500-500Invest in multimillion-dollar paintings, enjoy attractive historical price appreciation, and buy and sell shares on secondary market with Masterworks. Skip the waitlist today. See important disclosures hereRead this episode's transcript and full show notes on our website.Connect with Hala: Website | LinkedIn | InstagramConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
REI085: You Should NOT Pay Off Your Debt w/ Alan Corey

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 30, 2021 64:53


IN THIS EPISODE, YOU'LL LEARN:5:45 - Why Alan chose to approach FIRE using real estate16:39 - Alan's definition of FIRE and what exactly it stands for25:31 - What Alan means about thinking of each property one buys as a lottery ticket26:43 - Alan's definition of “good debt” and how to use that to achieve one's financial goals40:49 - How to balance the dynamic of what's right from a financial perspective versus what makes people feel goodAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeAlan Corey's book House FIREMichael Blank's book Financial Freedom with Real Estate InvestingChad Carson's book Retire Early with Real EstateBrandon Turner's book How to Invest In Real EstateAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksGet access to thousands of titles across different formats and genres: from audiobooks, to popular and exclusive podcasts, to unique Audible Originals like the Words+Music series with AudiblePlus. Visit audible.com/mi or text mi to 500-500Invest in multimillion-dollar paintings, enjoy attractive historical price appreciation, and buy and sell shares on secondary market with Masterworks. Skip the waitlist today. See important disclosures hereRead this episode's transcript and full show notes on our website.Connect with Alan: Website | Instagram | YoutubeConnect with Robert: Website | Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Building Wealth, Stay Wealthy, and Retiring Early with Jeremy Schneider

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 27, 2021 72:04


IN THIS EPISODE, YOU'LL LEARN: 12:57 - The three lifelong habits to form in order to build wealth and stay wealthy 24:43 - A six-step personal finance plan to become a millionaire29:29 - How to minimize or pay off debt 37:18 - Rules for smart investing 01:12:40 - The first thing you should do to get started on your wealth-building journeyAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeMI078: Avoid These 7 Sins of Investing to Grow True Wealth w/ Jeremy SchneiderThomas Stanley and William Danko's book The Millionaire Next DoorDave Ramsey's book The Total Money MakeoverPrimary Home vs. Investment Property vs. S&P 500Ramit Sethi's book I Will Teach You To Be RichWhat's the difference between an index fund and an ETF?Daniel Crosby's book The Behavioral InvestorScott Trench's book Set for LifeGuy Spier's book The Education of a Value InvestorAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionStart feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksFollow other investors, discover companies to believe in, invest with any amount of money with Public.com. You'll even get a free slice of stock when you joinRead this episode's transcript and full show notes on our website.Connect with Jeremy: Website | InstagramConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI107: The Soulful Art of Persuasion w/ Jason Harris

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 25, 2021 43:00


IN THIS EPISODE, YOU'LL LEARN: 21:58 - What the 11 habits of Jason are that can help people become authentically persuasive35:25 - How Jason's version of persuasion, The Soulful Art of Persuasion, differs from Dr. Robert Cialdini's Psychology of Persuasion37:52 - What habit or principle Jason follows in his life that has had a big impact on his success and what the most influential book is in his life43:35 - What one action should listeners take after listening to this episode that can help improve their life, career, or businessAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeJason Harris' book The Soulful Art of PersuasionRobert Cialdini's book Influence, New and Expanded: The Psychology of PersuasionJohn Doerr's book Measure What MattersDavid Meerman Scott's book The New Rules of Marketing and PRErnest Hemingway's book The Sun Also RisesErnest Hemingway's book The Old Man and the SeaAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionStart feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksFollow other investors, discover companies to believe in, invest with any amount of money with Public.com. You'll even get a free slice of stock when you joinRead this episode's transcript and full show notes on our website.Connect with Jason: Website | Instagram | Twitter Connect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
REI084: Investing In Oil Wells Like Rental Properties w/ Grant Norwood

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 23, 2021 57:37


IN THIS EPISODE, YOU'LL LEARN: 21:30 - Where Grant thinks oil prices will end this year, why industry experts are expecting triple-digit prices by the end of 2021, and its indirect effects on the listeners' everyday life36:49 - How an investor can find the right oil driller and the right well40:41 - How government involvement in oil production affects the success and future development of domestic oil production and the price of energy and basic materials43:42 - What tax benefits and incentives are available when investing in oil and how it is similar and different from real estate47:00 - What Grant sees as the right percentage of someone's portfolio to be allocated in oil investmentsAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeMI062: Investing in the Oil and Gas Industry w/ Grant Norwood Reed Goossens' book Investing in the USChad Carson's book Retire Early with Real EstateJoe Fairless' book Best Ever Apartment SyndicationAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionStart feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA todayMake it simple to hire and manage remote employees across all 50 states with JustworksFollow other investors, discover companies to believe in, invest with any amount of money with Public.com. You'll even get a free slice of stock when you joinRead this episode's transcript and full show notes on our website.Connect with Grant: Website | Instagram | FacebookConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Don't Copy Warren Buffett with Gary Mishuris

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 20, 2021 98:16


IN THIS EPISODE, YOU'LL LEARN:2:42 - How investors can beat the market15:20 - What is the Efficient Market Hypothesis50:25 - What does it mean to be a value investor54:18 - How do people misunderstand value investing01:19:56 - What is a value trap and how you can avoid them And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet a FREE audiobook from AudibleGet more FREE content from RobertRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeMI042: Warren Buffett Value Investing w/ Gary MishurisJoel Greenblatt's book The Little Book That Still Beats the MarketGuy Spier's book The Education of a Value InvestorDaniel Crosby's book The Behavioral InvestorAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionMake it simple to hire and manage remote employees across all 50 states with Justworks.Experience Manscaped's new Lawnmower 4.0 - the ultimate trimmer that provides intelligent functionality and incredibly comfortable grooming experience! Get 20% OFF and free shipping with the code MI.Start feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA today.Read this episode's transcript and full show notes on our website.Connect with Gary: Website | LinkedIn | YouTubeConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI106: Don't Chase Money Managers & Stock Tips w/ Ben Felix

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 18, 2021 78:32


IN THIS EPISODE, YOU'LL LEARN: 3:13 - What a Roth IRA is and the contribution limits it has15:38 - What an endowment fund is, who David Swensen was, and what an endowment model is31:21 - Why chasing or copying money managers isn't a great strategy and why this typically doesn't end well for investors53:58 - What the potential pitfalls and dangers are of investing in high-dividend-yielding stocks 1:05:33 - What The Feynman Technique is, and how Ben personally learnsAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleRead the 9 Key Steps to Effective Personal Financial ManagementCheck out our Investing Starter Packs about business and financeBen Felix's Youtube account Common Sense InvestingBen Felix's Rational Reminder podcastTyler Cowen's podcast Conversations with TylerJohn Cochrane's podcast The Grumpy Economist MI054: Common Sense Investing w/ Ben Felix MI077: Warren Buffett Might Not Actually be the Greatest Investor of All-Time w/ Ben Felix REI081: Secret Accounts of the Wealthy, That You Can Use Too w/ Bill Neville (Part 1)REI082: Secret Accounts of the Wealthy, That You Can Use Too w/ Bill Neville (Part 2)Bloomberg article “Record Stock Sales from Money-Losing Firms Ring the Alarm Bells”David Swensen's book Unconventional SuccessDavid Swensen's book Pioneering Portfolio ManagementJohn Bogle's book The Little Book of Common Sense InvestingJoel Greenblatt's book The Little Book That Still Beats the MarketAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionMake it simple to hire and manage remote employees across all 50 states with Justworks.Experience Manscaped's new Lawnmower 4.0 - the ultimate trimmer that provides intelligent functionality and incredibly comfortable grooming experience! Get 20% OFF and free shipping with the code MI.Start feeling better with a single message with Talkspace. Match with a licensed therapist and get $100 off your first month with the promo code MIGet your free copy of The Entrust Group's 5 steps to investing in real estate with a SDIRA today.Read this episode's transcript and full show notes on our website.Connect with Ben: Website | LinkedIn | FacebookConnect with Robert: Website | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Real Estate Masters
REM 7 Rob Levy is a seasoned agent with a wealth of information. Rob particularly shares reasons to be a team or to work independently, the importance of working smart with real estate investments, preparing for your financial future, and working in two s

Real Estate Masters

Play Episode Listen Later Sep 17, 2020 50:03


Books mentioned by Rob: Life! By Design: 6 Steps to an Extraordinary You  BY: Tom Ferry The One Thing  BY: Gary KellerThe Millionaire Real Estate Agent  BY: Gary KellerFor more information about the IRS Rule:  https://www.irs.gov/pub/irs-utl/33-Real%20Estate%20Professionals.pdfFor more information about The Entrust Group: https://www.theentrustgroup.com/To connect with Coach April Mack www.coachaprilmack.comapril@theconnexusgroup.com

Passive Cash Flow Podcast
Passive Cash Flow Podcast Ep. 44 | Want to Self Direct Your IRA? Watch This First!

Passive Cash Flow Podcast

Play Episode Listen Later Sep 11, 2020 33:22


Alan Johnson joins the show to explain his new tool to help people determine the best IRA custodian for their needs. Think all IRA custodians charge the same? Think IRA custodians work for you? You'd be wrong on both accounts. Watch the show to learn more.Having earned the CISP (Certified IRA Services Professional) designation in 2015 from the American Bankers Association, Alan worked as a Business Development Manager for two self-directed IRA custodians; The Entrust Group from 2015-2017, and New Direction Trust Company from 2017-2020.He formed SDIC Services, LLC, in mid-2020 to address an unmet need in the industry for information and education related to using self-directed IRA accounts for alternative investments. SDIC has built a database of information on more than 50 self-directed IRA custodians, including the investments they administer, their fees, and reviews and ratings. The database has proven to be an invaluable aid to investors seeking the most cost-effective custodian for their self-directed IRA.For more information about SDIC, visit www.buymeacoffee.com/sdic0:00 - Intro2:51 - What is the best IRA Custodian8:41 - The cost a IRA Custodian15:40 - Clarification18:44 - Employee turnover22:01 - Where to start in this process? 25:34 - The right way to get outside returns!29:16 - The power of equity31:12 - Contact Alan--The Passive Cash Flow Podcast is for beginner or experienced investors. Subscribe today to learn how you can diversify out of the stock market, own a part of an apartment building & start earning Passive Cash Flow!Peoples Capital Group has been helping passive investors build wealth in NJ real estate for 10 years.  Visit www.PeoplesCapitalGroup.com to find out if you qualify to start earning passive income and pay less taxes via investing in real estate. IRA's and 401K's are accepted.--https://www.facebook.com/peoplescapitalgroupnj/https://twitter.com/PCGrealestatehttps://www.linkedin.com/in/seth-martinez-29729a21/https://www.linkedin.com/in/aaron-fragnito-620b93173/https://www.youtube.com/results?search_query=peoples+capital+group#NJRealEstateInvesting#AaronFragnito#PassiveCashFlow#PCGSupport the show (https://www.peoplescapitalgroup.com/)

Real Estate Investing 365
024 Bill Neville: How to Invest in Real Estate with your Retirement Accounts

Real Estate Investing 365

Play Episode Listen Later Dec 30, 2019 50:07


For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages, and more.For complete show notes please visit https://realestateinvesting365.co/bill-neville

Everything Real Estate Investing Show with Sean Pan
51 - Everything You Need To Know About Self Directed IRAs with Bill Neville

Everything Real Estate Investing Show with Sean Pan

Play Episode Listen Later May 8, 2019 58:06


Bill Neville is a retirement account expert and business development manager at The Entrust Group, a custodian that holds self-directed retirement accounts. If you've ever been confused about self-directed IRAs or anything related to retirement accounts, you need to listen to this episode. We go over a lot of information in great detail. Prepare to take a lot of notes! Show Notes on EverythingREI.com: https://everythingrei.com/everything-you-need-to-know-about-self-directed-iras-with-bill-neville Theentrustgroup.com

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Talking Real Money
The End Isn't Nigh

Talking Real Money

Play Episode Listen Later Apr 10, 2018 37:00


- Growing conservative with age and why this is not always a good for investments. - Last week’s market plunge! - Different approaches to IRAs and where to put your money. - The retirement fund crisis and the what the US government might be doing about it. - The insurance industry’s international power. - A tough week on the stock market and is it really Armageddon? - Why the markets feel volatile at the moment and why it’s part of the package. - The new cryptocurrency index fund and putting your entire retirement at risk. - Capital Economic’s newly published thesis on bitcoin. - Our bitcoin update! Real Money Hotline — 855-935-TALK (8255) Talking Real Money — [http://www.talkingrealmoney.com/](http://www.talkingrealmoney.com/) Talking Real Money Quick — [http://www.talkingrealmoney.com/talking-real-money/](http://www.talkingrealmoney.com/talking-real-money/) Money Thirty Podcast — [https://www.moneythirty.com/](https://www.moneythirty.com/) Real Investing Journal — [https://www.realinvestingjournal.com/](https://www.realinvestingjournal.com/) Vestory — [https://vestory.com/](https://vestory.com/) 401411 — [http://www.401411.com/](http://www.401411.com/) Vanguard — [https://investor.vanguard.com](https://investor.vanguard.com) Retiremeet North — [http://www.retiremeet.com/](http://www.retiremeet.com/) T-Mobile - [https://www.t-mobile.com/](https://www.t-mobile.com/) Delta Airlines — [https://www.delta.com/](https://www.delta.com/) Larry Swedroe — [http://www.etf.com/contributors/larry-swedroe](http://www.etf.com/contributors/larry-swedroe) Index Fund Advisors - [https://www.ifa.com/](https://www.ifa.com/) Hold Ten Private Index Fund - [https://www.cnbc.com/2017/12/12/bitwise-hold-10-launches-crypto-index-fund-with-4-million-in-funding.html](https://www.cnbc.com/2017/12/12/bitwise-hold-10-launches-crypto-index-fund-with-4-million-in-funding.html) Kingdom Trust - [https://www.kingdomtrust.com/](https://www.kingdomtrust.com/) The Entrust Group - [https://www.theentrustgroup.com](https://www.theentrustgroup.com) Capital Economics - [https://www.capitaleconomics.com/](https://www.capitaleconomics.com/)

America's Commercial Real Estate Show
Real Estate Investing in Self Directed IRA on CRE Show

America's Commercial Real Estate Show

Play Episode Listen Later Dec 12, 2017 22:39


John Paul Ruiz, Director of Professional Development with The Entrust Group, joins show host Michael Bull on America's Commercial Real Estate Show to discuss Self-Directed IRA's and relative topics like retirement, investing, real estate investment types, IRA and investment type differences, tax deferment strategies, IRA 8606 articles and forms, deductible and nondeductible contributions, and Entrust Group custodian practices and benefits.

Cashflow Diary™
CFD 033 - Ryan Rippy shares how retirement and retirement plans can be used in gaining cash flow, fix and flip, and other forms of real estate investing

Cashflow Diary™

Play Episode Listen Later Nov 11, 2013 67:50


In this podcast, my very special guest, Ryan Rippy, talks about the "magic" that can be done with retirement accounts. Ryan should know. He's the Business Development Manager at The Entrust Group in Mission Viejo, California. He's helped a lot of clients in managing their retirement savings. Listen as he enlightens us to how you can take control of your IRAs and 401K plans so you can retire under your own rules and not be stuck in a job into what should be your golden years. Do you know what age you'll be when you can retire? Do you know the value of your IRA? Do you know how diversification of your portfolio works? Did you know you could self-direct your IRA and how that works? And finally... have you ever heard of a little-known provision called the "in-service withdrawal'? You're going to want to hear what Ryan has to say. We also talk about using retirement assets to create cash flow through real estate investing! 

California Investor
International Land Banking Investment Opportunities

California Investor

Play Episode Listen Later Jan 29, 2009 43:00


In addition to traditional investments, holders of a self-directed retirement account are able to use their accounts for alternative investments. This week, James Pierini of The Entrust Group's Sacramento office explores this investment vehicle with Ron Fouts of IRA Land Investments.Join the California Investor on Thursday, January 29 at 10am for more information and education.

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California Investor
International Land Banking Investment Opportunities

California Investor

Play Episode Listen Later Jan 29, 2009 43:00


In addition to traditional investments, holders of a self-directed retirement account are able to use their accounts for alternative investments. This week, James Pierini of The Entrust Group's Sacramento office explores this investment vehicle with Ron Fouts of IRA Land Investments.Join the California Investor on Thursday, January 29 at 10am for more information and education.

international investment opportunities land banking entrust group
California Investor
2008 Year In Review

California Investor

Play Episode Listen Later Dec 18, 2008 48:44


It's the year in review. Join Raymond Yu from The Entrust Group's Oakland office as he does a review of 2008 and discusses the forecast for 2009. He will also discuss new products and services, such as the brand new Entrust IRA Card Checking Service, that are available for holders of self-directed retirment accounts (SDRA's). If you don't have an SDRA already, this show will give you important information on the benefits of setting one up with The Entrust Group.

year in review sdra entrust group
California Investor
2008 Year In Review

California Investor

Play Episode Listen Later Dec 18, 2008 48:44


It's the year in review. Join Raymond Yu from The Entrust Group's Oakland office as he does a review of 2008 and discusses the forecast for 2009. He will also discuss new products and services, such as the brand new Entrust IRA Card Checking Service, that are available for holders of self-directed retirment accounts (SDRA's). If you don't have an SDRA already, this show will give you important information on the benefits of setting one up with The Entrust Group.

year in review sdra entrust group
California Investor
The Entrust IRA Card Checking Service

California Investor

Play Episode Listen Later Dec 11, 2008 35:03


Learn how the Entrust IRA Card Checking Service, can benefit you in managing your self-directed retirement account. James Pierini, Sales Executive from The Entrust Group's Sacramento office will be joined by Jason Craig from The Entrust Group's Oakland office to discuss this important new product.

California Investor
The Entrust IRA Card Checking Service

California Investor

Play Episode Listen Later Dec 11, 2008 35:03


Learn how the Entrust IRA Card Checking Service, can benefit you in managing your self-directed retirement account. James Pierini, Sales Executive from The Entrust Group's Sacramento office will be joined by Jason Craig from The Entrust Group's Oakland office to discuss this important new product.

Grassroots Marketing
The Entrust Group - The Benzinga Cannabis Capital Conference

Grassroots Marketing

Play Episode Listen Later Jan 1, 1970 11:33


The Entrust Group, For nearly 40 years, has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages and more.