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4 episodes with erbe wealth
2 episodes with erbe wealth
2 episodes with erbe wealth
2 episodes with erbe wealth
2 episodes with erbe wealth
2 episodes with erbe wealth
2 episodes with erbe wealth
2 episodes with erbe wealth
Stephanie Walters, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.• The wealthy utilize money actively rather than just accumulating it• Most Americans don't realize they're paying 2-3% in hidden 401(k) fees that devastate returns• Tax diversification is critical with tax-free buckets ideally being your largest asset pool• Premium-financed life insurance offers tax-free growth with market upside protection• Wealthy investors prioritize avoiding losses over chasing high returns• Understanding your unique "Way to Wealth DNA" helps align investments with your values and skills• The dangerous math of investment losses: a 25% drop requires a 50% gain to recover• Control comes from investing in things you understand rather than anonymous market fundsGet Stephanie's free book "Shattering Money Myths" at erbewealth.com and learn more about approaching wealth like the affluent do.About Our GuestOver years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.Stephanie Walters, CEO of Erbe Wealth3705 Kipling Street, Suite 203 Wheat Ridge, CO 80033303-995-0928LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/ Facebook: https://www.facebook.com/erbewealthHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Connect with the host:LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/Website: https://www.birchprosper.com/ --Don't miss tomorrow's discussion with Stephanie Walter, CEO of Erbe Wealth!
Connect with the host:LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/Website: https://www.birchprosper.com/ --About the guest:Stephani Walter Today's guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and author of her new book, “Shattering Money Myths: How the Wealthy Invest.” She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. Stephanie lives with her husband and young son in Colorado. Connect with Stephani Walter: Email: skw@erbewealth.comWebsite: www.erbewealth.com Episode Highlights:✔️ Finding the right partner✔️ The 401k myth✔️ How the wealthy put their money to work✔️ Educating your investors✔️ When to adjust your buy box--
Stephanie Walter's journey began in single-family real estate investing and evolved into real estate syndication. Faced with life's challenges, including health setbacks, Stephanie's perspective broadened to encompass a newfound desire to give back and assist others. Stephanie emerged as a wealth strategist, speaker, syndicator, and the CEO of ERBE Wealth. Recognizing that wealth strategies are often unfamiliar to the average investor, Stephanie is driven by a passion to educate overworked yet well-paid individuals seeking a more fulfilling life. Her mission is to impart the principles of lasting wealth to those eager to adopt a transformative mindset. Stephanie firmly believes that her approach to building wealth is accessible to anyone willing to embrace a change in perspective.
Stephanie Walter is a wealth strategist, capital raiser, syndicator, author and the CEO of Erbe Wealth. She has been helping her clients to follow the key principles she has learned from her wealthy investors. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transformingMain point:What are some of the money myths you discuss in your book?What is Tax treatment diversification?What has been the history of tax rates?What is the major asset allocation problem for 90% of middle Americans and why that will be a big wakeup call when they retire?Is it possible to set up a tax free income in retirement? How is this done?What is sequence of returns risk and why should I care?Connect with Stephanie Walter:www.erbewealth.com and https://erbewealth.com/abundance/skw@erbewealth.comhttps://www.facebook.com/erbewealthhttps://www.linkedin.com/in/stephanie-walter-057594196/http://www.erbewealth.comPodcast-Engineering Wealth Today
Do you want to unlock the secret to financial independence and make smart investment choices? Are you tired of being misled by common money myths that hinder your wealth-building journey? Get ready to gain invaluable knowledge and tools to break free from misconceptions and make informed decisions that pave the way for long-term wealth creation.Join us on Average Joe Finances as our guest Stephanie Walker, shatters money myths and how to control your financial future, leveraging strategic investments to achieve wealth and debunking the accumulation mindset prevalent among regular individuals.In this episode:Discover retirement planning strategies to secure a comfortable future and live the life you've always dreamed of.Uncover the hidden costs of investment fees and learn how to minimize them to maximize your returns.Explore the world of real estate syndications and learn how it can help you diversify your investment portfolio and grow your wealth.Unlock the benefits of life insurance as a powerful tool for building wealth and protecting your loved ones.And so much more!Key Moments:00:01:08 - Seeking Financial Independence00:02:19 - Transition to Real Estate Investing00:03:40 - Discovering Syndication00:04:15 - Financial Transformation00:15:06 - Investing in 401(k)s and Tax-Free Income Strategies00:17:54 - Investing in Real Estate for Retirement00:20:13 - True Diversification and Asset Allocation00:24:16 - Indexed Universal Life Insurance for Wealthy Individuals00:30:09 - The Importance of Life Insurance00:30:37 - The Benefits of a Healthy Lifestyle00:31:20 - Life Insurance and RetirementFind Stephanie Walter on:Websites: www.erbewealth.comLinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/Facebook: https://www.facebook.com/erbewealth Check out Average Joe Finances: https://erbewealth.com/averagejoe/Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show
Today's guest, Stephanie Walter, is a wealth strategist, capital raiser, author of Shattering Money Myths: How the Wealthy Invest, and the CEO of Erbe Wealth. Stephanie is passionate about showing people how to build wealth and pass it on to the next generation.In this episode, we discuss:- What a syndicate is and how to work with one to gain cash flow.- How to handle the fear of being a beginner investor. - Ways the wealthy use leverage to accelerate wealth-building.- And more!Get your free copy of Stephanie's book, "Shattering Money Myths: How the Wealthy Invest," and learn more about Erbe Wealth: https://erbewealth.com/infinitefinancial/All episodes of Infinite Financial Freedom are available here: https://neohomeloans.com/infinite-financial-freedom/
Are you looking to get more from your investments? Real estate syndication may be the way! Tiffany Grant and Stephanie Walter discuss the ins and outs of this lucrative investing opportunity. Learn how the JOBS Act of 2012 changed syndication in a big way, plus discover what qualifications you need to be an accredited investor. Plus get insider tips from Stephanie on researching a location before investing, and learn all about her new book "Shattering Money Myths". Discover why real estate syndication can provide higher returns than REITs - listen now! To enter the book giveaway visit: https://moneytalkwitht.com/giveaways/ About Our Guest Stephanie Walter is a legacy cash flow specialist, capital raiser, syndicator, real estate investor and the CEO of ERBE Wealth. Prior to founding her investment group, Stephanie followed her dream of being an entrepreneur and started her own insurance agency. It was one of the largest, most highly awarded agencies in Colorado. She recently retired and sold her insurance agency of 16 years by following the key principles she now teaches professionals to use. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation. My goal is to connect my select group of investors with investment opportunities that I've found and vetted to be extremely desirable. And at the end of the day, I'm really looking to help my investors reach their financial goals. Connect With Stephanie Visit her website: https://erbewealth.com Facebook: ERBE Wealth Connect With Tiffany Visit our website: https://moneytalkwitht.com Facebook: Money Talk With Tiff Twitter (X): @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff
Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity. Stephanie Walter is the CEO of Erbe Wealth, a capital raiser, a syndicator, and the author of her new book "Shattering Money Myths: How the Wealthy Invest". She recently retired and sold her insurance agency of 16 years by following the key principles in her book. She teaches professionals how to unlearn what most of us have been wired to think about money and re-educating people on attaining lasting wealth. 2:15 How did she start her book? 4:00 How do the rich and wealthy view money? 8:00 How do the wealthy strategically manage their finances to minimize taxes? 09:50 Premium Financing Insurance 12:00 What are high and low taxes? 17:00 Mutual Fund Vs. Real Estate 19:20 Tiger 21 20:00 “People that are wealthy are very risk-averse." 22: 25 Tiger 21's Value Proposition 33:15 Her Approach with Erbe Wealth 37:45 Takeaway from Stephanie Connect with Stephanie: Website: www.erbewealth.com (Download her book) Keep updated, join our investor list: https://farmerscapitalgroup.com/join
When most people contemplate retirement, they think about their 401(k)s or similar investment vehicles. They may also consider real estate--but not in the ways that it can be most effective in retirement. In this episode of Zen and the Art of Real Estate Investing, Jonathan speaks to Stephanie Walter, founder and CEO of Erbe Wealth. You'll hear how Stephanie shifted from investing solely in residential real estate to syndications, ultimately leading her to sell her insurance business and create a full-time real estate investing career. She explains some of the greatest money myths, where she's most interested in investing today, and her thoughts on the future of commercial redevelopment. Stephanie Walter is a wealth strategist, speaker, and syndicator who “retired” in 2021 when she sold her insurance business of 16 years in 2021. She teaches hardworking professionals to redefine what wealth and investing can look like. Stephanie believes her strategy for achieving wealth is available to anyone willing to change their mindset. Don't miss this episode, where you'll hear some secrets of the wealthy! In this episode, you will hear: How Stephanie Walter's father first introduced her to the idea of real estate investing Her first investment property and why she chose a less popular location Stephanie's shift from the insurance industry into full-time real estate investing and syndication Raising money for syndications and why she only works with accredited investors The value of referrals in real estate syndications and who Stephanie's ideal investors are The way the wealthy view money and how their perspective changed how she viewed her investments What her company, Erbe Wealth, does and some of the biggest money myths surrounding building wealth Why more investors are diversifying their portfolios with real estate The increase in the syndicator pool The locations of Stephanie's properties and why she's now concentrating on areas near her instead What the wealthy's risk tolerance really looks like The investments she's looking for now in larger-scale deals Where she thinks syndications are going and why she's shifting her investment strategy The future of commercial redevelopment Stephanie's new book and where you can find it Her dad's advice that shaped the way she views real estate Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/064 to download it. Supporting Resources: Erbe Wealth - www.erbewealth.com Find Erbe Wealth on YouTube - www.youtube.com/@erbewealth693 Erbe Wealth on - www.facebook.com/erbewealth Connect with Stephanie Walter on LinkedIn - www.linkedin.com/in/stephanie-walter-057594196 Website - www.streamlined.properties YouTube -www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Premium subcribers received this (and every) episode early and without ads. Stephanie Walter of Erbe Wealth joins the podcast to discuss some of the trade secrets of ultra-wealthy investors. Listeners may be shocked to hear about their very small allocation to public equities... Content Highlights A unique way to generate tax-free income through so-called premium financing insurance (1:51); The security works as a life insurance policy with a premium paid by a bank (5:45); These securities are illiquid, with a lock-up of 10 to 15 years, but the coupon pays double-digit percent -- tax free (7:34); Cap rates are starting to rise, creating opportunities in commercial real estate. One example is retail in Wyoming (14:23); Office space is a different animal however. Too much risk, not enough reward (18:50); Background on the guest (22:27); Some of the ways ultra-wealthy allocate funds (very little to public equities), and the mindsets behind them (26:06); What about cryptos? (33:48); There are reasons to be concerned about the economy. Taxes could be a wild card here. Also interest rates (34:48). More Information on the Guest Website: ErbeWealth.com; LinkedIn: Erbe-Wealth.
Today's guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and author of her new book, “Shattering Money Myths: How the Wealthy Invest. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. Stephanie lives with her husband and young son in Colorado. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 01:48) Opening Segment - Stephanie is introduced as the guest Hosts - Stephanie shares something interesting about herself (01:48 - 22:28) Tax diversification and Money Myths - What the wealthy do differently in regards to money and their investments - What are some of the money myths you discuss in your book? - What is Tax treatment diversification - What strategies for investing do you recommend people look into? - Is it possible to set up a tax free income in retirement? How is this done? (22:28 - 33:09) Fire Round - Stephanie shared if she would change her investment strategy - Stephanie also shares her favorite Finance, real estate book, or any related book - Also Stephanie shared about the website and tools that she can recommend - Stephanie's advice to beginner investors - Also shared how she gives back (33:09 - 34:12) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs
Investories Season 2: Solid Gold Business, Investing and Mindset. Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She “retired” and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use. She teaches hard working professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! In addition, they use leverage to accelerate their wealth and give them tax free income upon retirement. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Stephanie Walter Website: https://erbewealth.com/ Linkedin: https://www.linkedin.com/company/erbe-wealth/ Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John: Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus
Investories Season 2: Solid Gold Business, Investing and Mindset. Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She “retired” and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use. She teaches hard working professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! In addition, they use leverage to accelerate their wealth and give them tax free income upon retirement. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Stephanie Walter Website: https://erbewealth.com/ Linkedin: https://www.linkedin.com/company/erbe-wealth/ Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John: Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus
Investories Season 2: Solid Gold Business, Investing and Mindset. Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She “retired” and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use. She teaches hard working professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! In addition, they use leverage to accelerate their wealth and give them tax free income upon retirement. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Stephanie Walter Website: https://erbewealth.com/ Linkedin: https://www.linkedin.com/company/erbe-wealth/ Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John: Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus
Investories Season 2: Solid Gold Business, Investing and Mindset. Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She “retired” and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use. She teaches hard working professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! In addition, they use leverage to accelerate their wealth and give them tax free income upon retirement. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Stephanie Walter Website: https://erbewealth.com/ Linkedin: https://www.linkedin.com/company/erbe-wealth/ Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John: Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus
In this episode, Jonny speaks with Wealth Strategist, Speaker, Syndicator, and CEO of ERBE Wealth, Stephanie Walter. She is also the Author of the book Shattering Money Myths, in which she dispels 10 commonly held beliefs about money and investing that most people believe and present the truths about how to invest like the wealthy investor.They discuss:1. What led her to where she is now2. Money myths3. Increasing wealthStephanie Walter is a wealth strategist, speaker, syndicator, and CEO of ERBE Wealth. She “retired” and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use.She teaches hard-working professional people to “unlearn” what most of us have been wired to think about money, and she re-educates people to learn the secrets of the wealthy investor that can be life-transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! In addition, they use leverage to accelerate their wealth and give them tax-free income upon retirement.Stephanie realized these strategies are not well known to the average investor. Her passion is teaching the overworked but well-paid individual looking for a better life these concepts for attaining lasting wealth. Stephanie's belief is that her strategy for achieving wealth is available to everyone who is willing to change their mindset.Learn more about Stephanie:Website: https://erbewealth.com/Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/TikTok: https://www.tiktok.com/@jonnycattaniYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1
Does your money work for you? That's a central question of the podcast today as Dr. Lauryn is joined by wealth strategist, Stephanie Walter. During their conversation, Dr. Lauryn and Stephanie cover the money myths that you need to shatter, why Stephanie is on this mission to help people do so, a few preferred investment strategies of Stephanie's, and a whole bunch more.Claim your free copy of Shattering Money Myths here.To learn more about Stephanie and Erbe Wealth visit here.Follow Stephanie and Erbe Wealth: Facebook | LinkedIn– – – – – Reflecting on 198 episodes and a call to action for Patreon subscribers (00:00)Listener highlight (06:10)Travel stories and recurring dreams (07:25)Introducing Stephanie Walter (08:56)Opening prayer (11:25)Stephanie's background and mission (14:55)Favorite strategies of Stephanie's (17:30)Real Estate Syndication (22:20)Opinions on traditional investments like 401k (36:56)Premium Financed Insurance (40:35)Explanation of money myths (45:30)Breaking free mentally from those myths (56:50)– – – – – To learn more about The Remarkable Practice conference visit their website!To learn more about Dr. Tony Ebel's Pediatric Experience head to the PX website!To learn more about CLA and the INSiGHT scanner go to this website and enter code SHESLAYS when prompted.To check out all the great products from Well Aligned, visit here.To hear all the great stuff happening on patreon you can visit here.Rate & subscribe wherever you get your podcasts!Join the Weekly Slay mailing list HEREIf you want to submit a question or have feedback, make sure to tell us:Website | Instagram | Facebook Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.
Financial health is an important part of our overall well-being. If you're looking to improve your finances, you don't want to miss this show with wealth strategist Stephanie Walter! She shatters our most common money myths and shares the investing tools the wealthiest 1% use. In this episode, you'll learn: -The biggest money myths -Are 401K's the best place to hold money for retirement? -What's the problem with big banks and financial institutions? -What is a real estate syndication and how can that benefit you? -What is tax diversification? -What are methods of tax-free retirement besides Roth IRA? -Get Stephanie's Book from her website as soon as it's released! Learn more about Stephanie: Stephanie Walter is a wealth strategist, capital raiser, syndicator, author and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes in several places at the same time! They also strategically look at tax mitigation on every investment. They use leverage to accelerate their wealth and give them tax free income upon retirement. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth. Stephanie's goal is to connect her select group of investors, “her tribe”, with investment opportunities that she's found and researched to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals. Website: http://www.erbe.wealth.com Facebook: https://www.facebook.com/erbewealth LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196 Connect with Nikki: Website: https://www.tastelifenutrition.com Facebook: https://www.facebook.com/TasteLifeNutrition Instagram: https://www.instagram.com/tastelifenutrition Apple Podcasts: apple.co/3V8Q6wT Spotify: spoti.fi/3SZYQDw Sponsor: https://www.cellcore.com
On today's episode of the Wade Borth Podcast, Stephanie Walter, CEO of Erbe Wealth, joins us to talk about creating wealth through passive real estate investment. Stephanie specializes in multi-family real estate investment opportunities and shares her thought process of making your money work for you and how to make money on the buy. Highlights Who is Stephanie Walter? - 0:19 The process of moving from insurance to real estate. - 3:14 Determining her tribe who helped her business grow. - 6:41 What her niche is. - 7:40 Waking with accredited investors. - 10:07 How does the economy affect her business? - 16:35 Money myths debunked. - 20:32 Who her clients and ideal clients are. - 25:24 How to reach out to Stephanie Walter and take advantage of their teachings. - 26:58 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Stephanie Walter https://erbewealth.com/ https://www.linkedin.com/in/stephanie-walter-057594196
Stephanie Walter is a Capital Raiser, Syndicator, and the CEO of Erbe Wealth.She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals-- to “unlearn” what most of us have been wired to think about money and re-educating people to learn the secrets of the wealthy investor that can be life-transforming. She has authored the e-book "The Business Professional's Guide to Real Passive Income" which outlines five steps any busy professional can take to reach financial freedom through passive investing. Key Highlights- What do the wealthy do differently in regard to money and their investment- Advantage of using 1031 exchange- Important factors to consider when raising capital for investments- Positioning yourself to attract investors- Common mistakes when raising capital- Best and challenging investing experienceConnect with StepanieWebsite: https://erbewealth.com/Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com
Are you building net worth, or are you growing your cash flow? Stephanie Walter of Erbe Wealth joins Liam Leonard to discuss how she changed her life when she changed her mindset. They discuss her pivot from insurance agency to real estate to ultimately syndication, which is a group of people who invest together that has shown her far greater returns.How did coaches and networking help her find new avenues along the way? What is the starting point for someone looking to transition into real estate from other industries? What if you're too old to start a new investment opportunity or change career paths? Stephanie answers these questions and more on this episode of The Prosperity Perspective. 3 Key TakeawaysWhen you change your mindset, you open yourself up to new horizons and opportunities that were invisible before. Mentors and networks can help nurture you beyond who you are today. Look for good people who want to help you grow.Real estate syndication can accelerate your wealth beyond just standard family properties. Don't know what syndication is? Learn.ResourcesErbe Wealth websiteAbout Stephanie Walter is the CEO of Erbe Wealth, focusing on helping members of her 15%+ community realize a consistent annual return on investment of 15% or more, sometimes much more. Starting her career as an insurance agent in 2005, she slowly moved into real estate over the next several years and ultimately sold her company, focusing now on real estate syndications.
In this episode, I have the opportunity to talk with a self made entrepreneur who's followed the footsteps of her amazing dad, and in the journey has discovered what the tips are that the wealthy use to invest to change your life. Grant Hey, everybody, welcome to another episode of Financial investing radio. So I have been trying to track down this person multiple times and admitted it was my fault. I could not get my calendar right to meet with Stephanie Walter. So glad to have her here with me today. I'm fascinated with her background, what she's done in terms of growing wealth. But before I go any further, Stephanie, welcome. Stephanie Thank you so much for having me. I appreciate it. Grant Yes, this is fun to have you here. Your journey is a fascinating one to me, because it's this journey as I reviewed it, of gathering some financial capabilities, but then not resting on that, but rather using it to leverage for future wealth. So I don't want to give that away because I want I want our listeners to hear this cool journey that you've gone on. But let's rewind. Okay, let's uh, we won't go back to where you were raised as a kid. But let's go back to you get out of school, and you're thinking I'm gonna go do some work. And that led you down a certain path? Would you talk about that? Yeah, I did what like most people do, I got it. I just got a regular job with a corporation. Stephanie I had some interest in insurance. So I became a claims adjuster. And, and I sort of moved up the ranks pretty pretty quickly to where I was working kind of as a liaison between the attorneys in that represented the insurance companies and, and the insurance company. So that was, that was really interesting, but just, you know, working in a corporate setting, I remember that, you know, my pivotal point was I was getting a 2% Raise after my superiors had said, what a fantastic job I was. You're welcome all 2% Did you get to keep all that 2%? Or did you know you got to keep? Grant That's impressive. Yeah. Stephanie And I went home to my Dad, I just bought a house and was like, Dad, I just, you know, look at how much gets taken out. But with taxes, it was a big learning experience. I mean, well, as you know, I did put, you know, seven years into it, but just realize that, you know, if I'm making these 2% races for the rest of my life, you know, what is that going to look like? And my dad was an entrepreneur, actually, he's a second generation entrepreneur. And he's like, Well, you know, what you're gonna get if you stay in this, but if you go out on your own, you know, really what you build will be up to you. And it's your choice to do what you want to do. And I gave my my two week notice probably the next day, did you really? Oh, wow. That's okay. Wow, a woman a decision and action. That's awesome. Grant So, all right, so you gave you gave the two week notice you left, and then you didn't go to the pool? That's for sure. What did you go though? Stephanie Well, I have a I have a lot of relatives and insurance. And that's kind of how I started in doing in claims to begin with. And so I just knew, you know, the company I was really familiar with, went and signed up with them, took all the classes to become an agent and and just, you know, started started working, you know, right off the bat, state and insurance agent for about 16 years. See, I started that I'm trying to think of like timeframes, I think it was 2004. And then right around that same time, I kind of decided, you know, with the when the bottom fell out to buy some real estate, single family homes, right in an area in Denver, I'm a native, as I mentioned, where I felt like if there would be growth, from Denver that, you know, over time, these would probably be good, good investments to have. And that was in the Sloan's Lake area if people are familiar. And so I became, you know, a untrained landlord, as well as a business owner at the same time, all in one shot. So quick question. So when you did this transition out of the corporate world, into the entrepreneur going to do myself. Grant How many entrepreneur books did you read before you got started? Stephanie You know, I? I didn't read that many. Grant Yeah, that's like I could tell you just jumped in and went after it. Right? You got going on. Stephanie I think also my my step up in that area was I'd see my dad growing up who had never, who had always had businesses and so to I never saw him work a nine to five job, you know, have a two week vacation or anything like that. So I had a very good example of what an entrepreneur looks like. And so that's probably why I didn't need to read books. I have since read a lot of books. Grant But yeah, yeah. But you had a role model, you had a mentor to follow after. Alright, so you go through this journey, you run your real, or excuse me, your insurance agency for 16 years. What happened? Stephanie I mean, as time went on, there was you know, also some distaff dissatisfaction. Because you, you know, you really like your clients, and they're doing business because of you. But then there's this big, you know, corporation behind you, mine was Farmers Insurance, who, you know, ultimately makes the decisions based on, you know, the claims and the the rate changes and things like that. So that became kind of frustrating. But then also, you know, again, my dad was, you know, pretty. He passed away, actually, shortly after I started my agency, but I'm sorry, yeah, thank you. But I had, I remembered a lot of things as time went on. I was like, Oh, I remember when Dad said that. And one of the things he always said was, don't put all your eggs in one basket. And that was for me, that meant just, you know, don't continue, farmers was very big on, take a loan out, to keep running your visit business, make it bigger, make it better, all these things, where I just sort of directed my money in my growth into real estate, because I felt like it wasn't so attached to to the business. And I loved real estate. I didn't know much about it. I certainly wasn't very educated about it. Oh, I think it was 2016 I had gotten an invitation to a boot camp and about buying apartments, which I had always been curious about, oh, cool. Went into there. And that's where I first heard the term syndication. And I was I was just blown away, I'd never heard that I loved the idea of a group of people buying something that no one could do on their own. And I from that point on, I was all in there. I did about three years thing me maybe it was only No, I think it was only two years of education, which, you know, was an investment, but you come out of that bait being able to be very knowledgeable about commercial real estate, which is very different than residential real estate residential. Grant So if I hear you, right, I think you said that this transition to real estate, it was a diversification strategy for you following your dad's counsel, right not to have all your eggs in one basket. You still had the insurance company at least for a while, right? And then then you started investing in the real estate, is that right? Stephanie Yeah. i And well, I had all I had invested, you know, in the single family homes and they're, you know, through the last crash and then wanted to do the apartments and then in 2016, that really was probably, I mean, I kept running my agency obviously, until actually last year when I Um, my investing had my income from investing had exceeded my, my business income. So I was able to retire, or in my case, just do do a different career for a while. Grant I love that when I saw that in your profile, I thought that was the ultimate, which was to sort of break away. It's that, hey, I'm no longer just going to be a business sort of operator, right? I'm actually going to step aside and let let your income or your assets generate that income for you, right. It's the money's working for you. And I saw that in your notes too, which was a, you said some interesting about the way the wealthy do it, which is the wealthy have their money working for them? Was that always at the forefront of your mind? Or did you sort of discover that along the way? Stephanie No, that's a that's a big, I think it was big, the aha moment for me. And how I describe it is that I believe most people, and I was one of those most people believed in an accumulation model of money, which meant for most people is I'm going to accumulate the money in my 401k. I never really, you know, went down that path from owning my own business, I wanted to accumulate my money in real estate. But yet my idea was the same, which is I'm going to buy this property and manage it for 30 years until the loan is paid off. And then I will live off of the rents or whatever at that time. But when I started raising money for the syndications, I started becoming friends and, you know, meeting really, very interesting, you know, wealthy people, and just notice that they were doing stuff differently than than I was, I couldn't quite put my finger on it. But after a while of working with them, I realized that they look at their money as a good word is utilization. They're always using their money. They're using their money to give them cash flow. And there was kind of the light bulb that came on for me. Later on. You know, I started doing syndications in 2018, and I think it was the end of 2019 that I started to sell my properties one by one, and invest them in syndications. Because I realized I had these this great big chunk just sitting in and it's really not doing much as far as you know, cash flow, helping me out at all. Whereas, you know, if I just shifted my focus and where I put my money, the returns as far as cash flow, were really significant. Yeah, Major. Grant Have you ever played that game called cashflow there? I've heard about the Robert Kiyosaki Robert Kiyosaki game. Yeah, I've never played it, you shouldn't play I have a feeling you do really well with it. Stephanie Yeah. Grant Excellent with cash flow is king, as you're as you're pointing out, and the ability to get that cash flow lined up and consistently look at money as a tool to deliver the cash flow is critical. So that 401k experience, I've had that same journey where I was putting money I was putting money in in a 401k. And then the first time the market in my career, you know, did this massive dive down, right, and I'm sitting there thinking, I know that there's someone on Wall Street's buying puts against my investment making a ton of money while I'm losing a ton, wait, who came up with this strategy, right? You know, also you could keep your you know, 2% Raise, it is it is a disservice to the working class for sure. So, did you did you ever get involved in the 401k strategy? Or, or did you ultimately just leave it wouldn't? What happened there? Stephanie Eight, actually, I have my series six, when to be a n 63. So for the audience, that just means that I was registered to sell products, you know, mutual funds and things like that to my database of clients. I never really like to that I never really, I felt the variability and that the training that I was given never seemed to give me a lot of anxiety. And so I never really did much with that. And inevitably let those those licenses go. But though the 401k Actually, I'm in the process of writing a book and there's going to be there's one chapter that's dedicated to the 401k, which I do a great deal, you know of research on and you you pit. You know some really good points on on that. And but it's just letting people question it because there are so many things about the 401 K that are, you know, you're giving you're giving your money to someone else to watch. And they're not doing it for free. And financial institutions want to hold on to your money for as long as they can and give it back, as you know, little as they can. And so you're you're using your money to subsidize things that you probably don't even know your money's doing. And I know, these are hard things to come to in this day and age when it's just like, can I just give my money to this person and have him manage it? Or have the 401k make those decisions? Why do I have to be involved with everything, it really is a significant amount of money that you pay to these financial institutions. And you can do much better on your own. But I won't go into that. That's a whole nother discussion. Grant That but that's your journey, though. I think your journey is you figured out Wait a minute, I can do something differently with this. And you took control of it right? You did the education you put in the work, you discovered cash flows. The secret to this, let my money work on just building even small incremental cash flow growth and how critical that is in the strategy. Stephanie One other point just quickly is I was watching something on TV last night, and there was several commercials that came on. And they were women. They were geared to women and there they were talking about, you know, women and finances are bad with finances. And the whole message in this commercial was save your money for retirement or whatever. And I was like, I want to just get out the message that it's not saving your money. It's investing your money and learn how to be a good investor, because those are the things that are going to allow you to retire early or retire in not a poverty situation. But in you know, invest and learn how to invest because it isn't as hard as people think it is, you know? Grant Yeah, absolutely. I love that and are good. I understand. You're right. Did you say the messaging in that TV ad was that women are bad with finances? Is that what you say? Stephanie Yeah, I think well, they were trying to you know, women were kind of trying to empower themselves by saying, I'm not bad with finances, even though you know, I've been told that women are bad with finances, but it seemed like the solution for them in that commercial was save. Save your money. You say? Like, no, no, no. Yeah. Yeah. Ah, good. Good. Debt should produce cashflow. Right. That's, that's actually that's actually the message right there. One of the things I noticed as I was looking at your background, and the things you've done, as you had made a comment if I if I've got this right. Grant Money myths, you talked about money myths, and I think you just touched on one of those. What other money myths? Have you learned that we hold on to that? Are these incorrect notions that actually hurt us financially? What have you found? Stephanie There's one very significant one, which is people will say, well, the wealthy people, you know, I've talked to people and they'll be like, Oh, but the reason the people you work with have so much money is because they're willing to take these crazy risks with their money, and stuff like that high risks. That's that's why they got where they are, they are and I say actually, nothing could be further from the truth. The majority of wealthy people invest in extremely conservative things. They, the other myth is, you know, put put your money into the stock market. Many people can't tell you in their mutual funds, what they're invested in, what even one company is that they're invested in, let alone who's who are the team members on that, you know, on board or who's the CEO of the company, they can't tell you anything. Whereas wealthy people they tend to invest if they do invest in businesses, they invest directly in a business, either for themselves or they understand the dynamics of the business and the business plan and they invest that way. If they invest in real estate, they largely do the syndications and they get to know the team that's running, running the syndication. They know what kind of experience they have, what kind of past returns they've done. They do their homework in that sense. But then once they've invested in the team, they tend to invest again and again. And these are very conservative things that they're investing in things that are tangible in value. That's another. That's right. Three things I'm hitting is wealthy people tend to invest in things that have tangible value, which means, you know, an apartment complex Well, let's say, for some reason, it's terribly mismanaged and it goes out of nobody wants to be in it anymore. Well, you still have the building and the land in which you can sell. So there's, there's tangible value there. Grant Okay, so the tangible piece, that's interesting, too, especially in today's world, where digital assets are becoming more and more of a thing, right. In fact, I saw recently, someone talking about digital real estate on one of the online ads, you know, doesn't feel tangible, right. Are all the NFT stuff going on? Right are the crypto so many intangibles today as well? It Do you have any position or thoughts when they do that? Stephanie I don't because I guess I always take the line if I if I don't understand it, or if it's not something that I want, you know, I guess it comes down to really understanding it. I've had a lot of people explain it to me, but I still don't, you know, the ups and downs, you know, lately, it's been a pretty big crash, you know, people are saying that's a good thing. Okay, I still don't really understand it. And I know that they're planning on, you know, digitizing, then that's, that's probably, you know, not too far away in real estate, you know, 10, I would hope it's going to be 1015 years in the future. I don't know what that looks like. But that's definitely something in the future. I don't think that is wrong. And when I say that the wealthy people invest in, they probably do have some investments in cryptocurrency, but that's probably less than 5% of their portfolio. Great majority of what they're invested in, probably 30% Every year. If you go on to the name of this group is called Tiger 21. And it's, it's for wealthy, wealthy people, I think they have to show a net worth of at least five or $10 million to get in the group. But every year, by agreeing to be in this group, they agreed to release as a group, kind of a asset allocation of all of their investments, and every year, there doesn't change that much. And over 30% is in real estate. Grant Really. Okay. All right. That's interesting. That's fascinating. One of the things that I noticed as I looked at it now Now the name your company, you're gonna have to help me because is it Erbe Wealth? This Erbe? Stephanie Well, Erbe Wealth, okay, everybody. Well, thank you Erbe Wealth. Grant Well, so I'm on your site, I was on your site. And I was checking out. This is really cool. erbewealth.com. And I went to the about page and told my listeners, you should check this out. Stephanie's got this thing called the 15% Plus community. Can you talk about that? Stephanie Yeah, well, I mean, my partner and I started working together in 2018. And we both realized, as many successful pairings go is that he had some skills in in this in the certain areas, and I had skills in certain areas. And together, we have really done very well together, and we just closed on our 12th deal about two weeks ago. And every single deal that we put together has returned over 15%. But truthfully, every every one that we've done up to this point has returned over 20%. So the person designing my website said, I don't know you might want to just put that down to 15%. But every deal that we have done has had an annualized rate of return of over 20%. So if you're we, our goal is when we hold the money for three to four years, then we'll double your investment in that time. And we have we've done that successfully, and we have a system and we're will we're continuing with it. Grant That's amazing and that's that's leveraging the syndicated real estate strategy. Stephanie Yep, that's we buy apartment complexes and a very specific market in the country, we have a very specific buying strategy that allows us to get in and make money when we purchase it, purchase the property. And then we just find areas where there's there's been a lot of growth, and there's been a lot of rent growth and population growth. And I think if anyone's been listening to the news is we know that there's a housing shortage. So we buy in areas where, you know, there's a great deal of population growth and not enough housing, Grant What is your what is your perfect client look like? What's their profile? Like? Stephanie I mean, I would like it to be more broad than than it is, it's usually, you know, well, to invest in our deals, you need to be accredited, which, you know, that means you need to have a net worth of a million, or you have a $200,000 salary. And so I love working with business owners, that's kind of my thought to I tend to attract a lot our business owners, because, well, one is, they're so busy trying to make their business work, and I'm talking more like smaller business owners, you know, and, you know, trying to manage their company, which they're very passionate about, but business owners tend to not really plan that well for their retirement, because they're just, you know, they're thinking all about this. Yeah. Run on the business constantly, right? Yep. Right. So those are, you know, those are the people I love to work with, just to you know, get them some cash flow, that that is nice, but as well as just having, you know, great returns that they don't have to manage, you know, at all. Grant So, okay, very good. While you've been very generous with your time, can you give our listeners a place to go to to learn more about you? Yeah, to your website? Stephanie Yep. That's my website, which is erbewealth.com. There's, I have I think, right now, it's not a lot, but it's about 15 articles that I've written, that just I try to really educate the newer investor that isn't familiar with this type of investing. And then there's a track record of of all of our Not, not cherry cherry pick deals closer, every single deal that we've done together, up until this point, and then you can join, you know, the list the email list to get notifications, I like to really educate my investors, as well as then they get the first, you know, chance of getting the new investment when it comes out. But air Bay, actually is the German word for legacy. And my dad was a second generation, my grandfather came over on the boat right from Germany. And he became an entrepreneur after he paid his dues and did everything he needed to do to become a citizen. And then my dad, you know, followed in his footsteps and was an entrepreneur. Grant So I was gonna ask you about the backstory on that name. I was trying to figure out Erbe. What is that? Yes, that's awesome. I appreciate that. Stephanie Yeah, not to my dad, who never you know, saw any of this, but definitely, it's because of him that this has happened. I can tell you have an awesome dad. Really cool. Grant That's awesome. Stephanie, any final comments that you want to share? Stephanie No, no, but I'd say you know, just just check on my website. I'm trying to, like I said, working on a book and that that'll be my next. I'm hoping to have it done by the end of summer. So when when it's available, it will be available on my website as well. Grant That's awesome. Stephanie, thank you so much for taking the time with us today, everyone. Thanks for listening to another episode of Financial Investing Radio. And until next time, check out erbewealth.com.
In this episode, I have the opportunity to talk with a self made entrepreneur who's followed the footsteps of her amazing dad, and in the journey has discovered what the tips are that the wealthy use to invest to change your life. Grant Hey, everybody, welcome to another episode of Financial investing radio. So I have been trying to track down this person multiple times and admitted it was my fault. I could not get my calendar right to meet with Stephanie Walter. So glad to have her here with me today. I'm fascinated with her background, what she's done in terms of growing wealth. But before I go any further, Stephanie, welcome. Stephanie Thank you so much for having me. I appreciate it. Grant Yes, this is fun to have you here. Your journey is a fascinating one to me, because it's this journey as I reviewed it, of gathering some financial capabilities, but then not resting on that, but rather using it to leverage for future wealth. So I don't want to give that away because I want I want our listeners to hear this cool journey that you've gone on. But let's rewind. Okay, let's uh, we won't go back to where you were raised as a kid. But let's go back to you get out of school, and you're thinking I'm gonna go do some work. And that led you down a certain path? Would you talk about that? Yeah, I did what like most people do, I got it. I just got a regular job with a corporation. Stephanie I had some interest in insurance. So I became a claims adjuster. And, and I sort of moved up the ranks pretty pretty quickly to where I was working kind of as a liaison between the attorneys in that represented the insurance companies and, and the insurance company. So that was, that was really interesting, but just, you know, working in a corporate setting, I remember that, you know, my pivotal point was I was getting a 2% Raise after my superiors had said, what a fantastic job I was. You're welcome all 2% Did you get to keep all that 2%? Or did you know you got to keep? Grant That's impressive. Yeah. Stephanie And I went home to my Dad, I just bought a house and was like, Dad, I just, you know, look at how much gets taken out. But with taxes, it was a big learning experience. I mean, well, as you know, I did put, you know, seven years into it, but just realize that, you know, if I'm making these 2% races for the rest of my life, you know, what is that going to look like? And my dad was an entrepreneur, actually, he's a second generation entrepreneur. And he's like, Well, you know, what you're gonna get if you stay in this, but if you go out on your own, you know, really what you build will be up to you. And it's your choice to do what you want to do. And I gave my my two week notice probably the next day, did you really? Oh, wow. That's okay. Wow, a woman a decision and action. That's awesome. Grant So, all right, so you gave you gave the two week notice you left, and then you didn't go to the pool? That's for sure. What did you go though? Stephanie Well, I have a I have a lot of relatives and insurance. And that's kind of how I started in doing in claims to begin with. And so I just knew, you know, the company I was really familiar with, went and signed up with them, took all the classes to become an agent and and just, you know, started started working, you know, right off the bat, state and insurance agent for about 16 years. See, I started that I'm trying to think of like timeframes, I think it was 2004. And then right around that same time, I kind of decided, you know, with the when the bottom fell out to buy some real estate, single family homes, right in an area in Denver, I'm a native, as I mentioned, where I felt like if there would be growth, from Denver that, you know, over time, these would probably be good, good investments to have. And that was in the Sloan's Lake area if people are familiar. And so I became, you know, a untrained landlord, as well as a business owner at the same time, all in one shot. So quick question. So when you did this transition out of the corporate world, into the entrepreneur going to do myself. Grant How many entrepreneur books did you read before you got started? Stephanie You know, I? I didn't read that many. Grant Yeah, that's like I could tell you just jumped in and went after it. Right? You got going on. Stephanie I think also my my step up in that area was I'd see my dad growing up who had never, who had always had businesses and so to I never saw him work a nine to five job, you know, have a two week vacation or anything like that. So I had a very good example of what an entrepreneur looks like. And so that's probably why I didn't need to read books. I have since read a lot of books. Grant But yeah, yeah. But you had a role model, you had a mentor to follow after. Alright, so you go through this journey, you run your real, or excuse me, your insurance agency for 16 years. What happened? Stephanie I mean, as time went on, there was you know, also some distaff dissatisfaction. Because you, you know, you really like your clients, and they're doing business because of you. But then there's this big, you know, corporation behind you, mine was Farmers Insurance, who, you know, ultimately makes the decisions based on, you know, the claims and the the rate changes and things like that. So that became kind of frustrating. But then also, you know, again, my dad was, you know, pretty. He passed away, actually, shortly after I started my agency, but I'm sorry, yeah, thank you. But I had, I remembered a lot of things as time went on. I was like, Oh, I remember when Dad said that. And one of the things he always said was, don't put all your eggs in one basket. And that was for me, that meant just, you know, don't continue, farmers was very big on, take a loan out, to keep running your visit business, make it bigger, make it better, all these things, where I just sort of directed my money in my growth into real estate, because I felt like it wasn't so attached to to the business. And I loved real estate. I didn't know much about it. I certainly wasn't very educated about it. Oh, I think it was 2016 I had gotten an invitation to a boot camp and about buying apartments, which I had always been curious about, oh, cool. Went into there. And that's where I first heard the term syndication. And I was I was just blown away, I'd never heard that I loved the idea of a group of people buying something that no one could do on their own. And I from that point on, I was all in there. I did about three years thing me maybe it was only No, I think it was only two years of education, which, you know, was an investment, but you come out of that bait being able to be very knowledgeable about commercial real estate, which is very different than residential real estate residential. Grant So if I hear you, right, I think you said that this transition to real estate, it was a diversification strategy for you following your dad's counsel, right not to have all your eggs in one basket. You still had the insurance company at least for a while, right? And then then you started investing in the real estate, is that right? Stephanie Yeah. i And well, I had all I had invested, you know, in the single family homes and they're, you know, through the last crash and then wanted to do the apartments and then in 2016, that really was probably, I mean, I kept running my agency obviously, until actually last year when I Um, my investing had my income from investing had exceeded my, my business income. So I was able to retire, or in my case, just do do a different career for a while. Grant I love that when I saw that in your profile, I thought that was the ultimate, which was to sort of break away. It's that, hey, I'm no longer just going to be a business sort of operator, right? I'm actually going to step aside and let let your income or your assets generate that income for you, right. It's the money's working for you. And I saw that in your notes too, which was a, you said some interesting about the way the wealthy do it, which is the wealthy have their money working for them? Was that always at the forefront of your mind? Or did you sort of discover that along the way? Stephanie No, that's a that's a big, I think it was big, the aha moment for me. And how I describe it is that I believe most people, and I was one of those most people believed in an accumulation model of money, which meant for most people is I'm going to accumulate the money in my 401k. I never really, you know, went down that path from owning my own business, I wanted to accumulate my money in real estate. But yet my idea was the same, which is I'm going to buy this property and manage it for 30 years until the loan is paid off. And then I will live off of the rents or whatever at that time. But when I started raising money for the syndications, I started becoming friends and, you know, meeting really, very interesting, you know, wealthy people, and just notice that they were doing stuff differently than than I was, I couldn't quite put my finger on it. But after a while of working with them, I realized that they look at their money as a good word is utilization. They're always using their money. They're using their money to give them cash flow. And there was kind of the light bulb that came on for me. Later on. You know, I started doing syndications in 2018, and I think it was the end of 2019 that I started to sell my properties one by one, and invest them in syndications. Because I realized I had these this great big chunk just sitting in and it's really not doing much as far as you know, cash flow, helping me out at all. Whereas, you know, if I just shifted my focus and where I put my money, the returns as far as cash flow, were really significant. Yeah, Major. Grant Have you ever played that game called cashflow there? I've heard about the Robert Kiyosaki Robert Kiyosaki game. Yeah, I've never played it, you shouldn't play I have a feeling you do really well with it. Stephanie Yeah. Grant Excellent with cash flow is king, as you're as you're pointing out, and the ability to get that cash flow lined up and consistently look at money as a tool to deliver the cash flow is critical. So that 401k experience, I've had that same journey where I was putting money I was putting money in in a 401k. And then the first time the market in my career, you know, did this massive dive down, right, and I'm sitting there thinking, I know that there's someone on Wall Street's buying puts against my investment making a ton of money while I'm losing a ton, wait, who came up with this strategy, right? You know, also you could keep your you know, 2% Raise, it is it is a disservice to the working class for sure. So, did you did you ever get involved in the 401k strategy? Or, or did you ultimately just leave it wouldn't? What happened there? Stephanie Eight, actually, I have my series six, when to be a n 63. So for the audience, that just means that I was registered to sell products, you know, mutual funds and things like that to my database of clients. I never really like to that I never really, I felt the variability and that the training that I was given never seemed to give me a lot of anxiety. And so I never really did much with that. And inevitably let those those licenses go. But though the 401k Actually, I'm in the process of writing a book and there's going to be there's one chapter that's dedicated to the 401k, which I do a great deal, you know of research on and you you pit. You know some really good points on on that. And but it's just letting people question it because there are so many things about the 401 K that are, you know, you're giving you're giving your money to someone else to watch. And they're not doing it for free. And financial institutions want to hold on to your money for as long as they can and give it back, as you know, little as they can. And so you're you're using your money to subsidize things that you probably don't even know your money's doing. And I know, these are hard things to come to in this day and age when it's just like, can I just give my money to this person and have him manage it? Or have the 401k make those decisions? Why do I have to be involved with everything, it really is a significant amount of money that you pay to these financial institutions. And you can do much better on your own. But I won't go into that. That's a whole nother discussion. Grant That but that's your journey, though. I think your journey is you figured out Wait a minute, I can do something differently with this. And you took control of it right? You did the education you put in the work, you discovered cash flows. The secret to this, let my money work on just building even small incremental cash flow growth and how critical that is in the strategy. Stephanie One other point just quickly is I was watching something on TV last night, and there was several commercials that came on. And they were women. They were geared to women and there they were talking about, you know, women and finances are bad with finances. And the whole message in this commercial was save your money for retirement or whatever. And I was like, I want to just get out the message that it's not saving your money. It's investing your money and learn how to be a good investor, because those are the things that are going to allow you to retire early or retire in not a poverty situation. But in you know, invest and learn how to invest because it isn't as hard as people think it is, you know? Grant Yeah, absolutely. I love that and are good. I understand. You're right. Did you say the messaging in that TV ad was that women are bad with finances? Is that what you say? Stephanie Yeah, I think well, they were trying to you know, women were kind of trying to empower themselves by saying, I'm not bad with finances, even though you know, I've been told that women are bad with finances, but it seemed like the solution for them in that commercial was save. Save your money. You say? Like, no, no, no. Yeah. Yeah. Ah, good. Good. Debt should produce cashflow. Right. That's, that's actually that's actually the message right there. One of the things I noticed as I was looking at your background, and the things you've done, as you had made a comment if I if I've got this right. Grant Money myths, you talked about money myths, and I think you just touched on one of those. What other money myths? Have you learned that we hold on to that? Are these incorrect notions that actually hurt us financially? What have you found? Stephanie There's one very significant one, which is people will say, well, the wealthy people, you know, I've talked to people and they'll be like, Oh, but the reason the people you work with have so much money is because they're willing to take these crazy risks with their money, and stuff like that high risks. That's that's why they got where they are, they are and I say actually, nothing could be further from the truth. The majority of wealthy people invest in extremely conservative things. They, the other myth is, you know, put put your money into the stock market. Many people can't tell you in their mutual funds, what they're invested in, what even one company is that they're invested in, let alone who's who are the team members on that, you know, on board or who's the CEO of the company, they can't tell you anything. Whereas wealthy people they tend to invest if they do invest in businesses, they invest directly in a business, either for themselves or they understand the dynamics of the business and the business plan and they invest that way. If they invest in real estate, they largely do the syndications and they get to know the team that's running, running the syndication. They know what kind of experience they have, what kind of past returns they've done. They do their homework in that sense. But then once they've invested in the team, they tend to invest again and again. And these are very conservative things that they're investing in things that are tangible in value. That's another. That's right. Three things I'm hitting is wealthy people tend to invest in things that have tangible value, which means, you know, an apartment complex Well, let's say, for some reason, it's terribly mismanaged and it goes out of nobody wants to be in it anymore. Well, you still have the building and the land in which you can sell. So there's, there's tangible value there. Grant Okay, so the tangible piece, that's interesting, too, especially in today's world, where digital assets are becoming more and more of a thing, right. In fact, I saw recently, someone talking about digital real estate on one of the online ads, you know, doesn't feel tangible, right. Are all the NFT stuff going on? Right are the crypto so many intangibles today as well? It Do you have any position or thoughts when they do that? Stephanie I don't because I guess I always take the line if I if I don't understand it, or if it's not something that I want, you know, I guess it comes down to really understanding it. I've had a lot of people explain it to me, but I still don't, you know, the ups and downs, you know, lately, it's been a pretty big crash, you know, people are saying that's a good thing. Okay, I still don't really understand it. And I know that they're planning on, you know, digitizing, then that's, that's probably, you know, not too far away in real estate, you know, 10, I would hope it's going to be 1015 years in the future. I don't know what that looks like. But that's definitely something in the future. I don't think that is wrong. And when I say that the wealthy people invest in, they probably do have some investments in cryptocurrency, but that's probably less than 5% of their portfolio. Great majority of what they're invested in, probably 30% Every year. If you go on to the name of this group is called Tiger 21. And it's, it's for wealthy, wealthy people, I think they have to show a net worth of at least five or $10 million to get in the group. But every year, by agreeing to be in this group, they agreed to release as a group, kind of a asset allocation of all of their investments, and every year, there doesn't change that much. And over 30% is in real estate. Grant Really. Okay. All right. That's interesting. That's fascinating. One of the things that I noticed as I looked at it now Now the name your company, you're gonna have to help me because is it Erbe Wealth? This Erbe? Stephanie Well, Erbe Wealth, okay, everybody. Well, thank you Erbe Wealth. Grant Well, so I'm on your site, I was on your site. And I was checking out. This is really cool. erbewealth.com. And I went to the about page and told my listeners, you should check this out. Stephanie's got this thing called the 15% Plus community. Can you talk about that? Stephanie Yeah, well, I mean, my partner and I started working together in 2018. And we both realized, as many successful pairings go is that he had some skills in in this in the certain areas, and I had skills in certain areas. And together, we have really done very well together, and we just closed on our 12th deal about two weeks ago. And every single deal that we put together has returned over 15%. But truthfully, every every one that we've done up to this point has returned over 20%. So the person designing my website said, I don't know you might want to just put that down to 15%. But every deal that we have done has had an annualized rate of return of over 20%. So if you're we, our goal is when we hold the money for three to four years, then we'll double your investment in that time. And we have we've done that successfully, and we have a system and we're will we're continuing with it. Grant That's amazing and that's that's leveraging the syndicated real estate strategy. Stephanie Yep, that's we buy apartment complexes and a very specific market in the country, we have a very specific buying strategy that allows us to get in and make money when we purchase it, purchase the property. And then we just find areas where there's there's been a lot of growth, and there's been a lot of rent growth and population growth. And I think if anyone's been listening to the news is we know that there's a housing shortage. So we buy in areas where, you know, there's a great deal of population growth and not enough housing, Grant What is your what is your perfect client look like? What's their profile? Like? Stephanie I mean, I would like it to be more broad than than it is, it's usually, you know, well, to invest in our deals, you need to be accredited, which, you know, that means you need to have a net worth of a million, or you have a $200,000 salary. And so I love working with business owners, that's kind of my thought to I tend to attract a lot our business owners, because, well, one is, they're so busy trying to make their business work, and I'm talking more like smaller business owners, you know, and, you know, trying to manage their company, which they're very passionate about, but business owners tend to not really plan that well for their retirement, because they're just, you know, they're thinking all about this. Yeah. Run on the business constantly, right? Yep. Right. So those are, you know, those are the people I love to work with, just to you know, get them some cash flow, that that is nice, but as well as just having, you know, great returns that they don't have to manage, you know, at all. Grant So, okay, very good. While you've been very generous with your time, can you give our listeners a place to go to to learn more about you? Yeah, to your website? Stephanie Yep. That's my website, which is erbewealth.com. There's, I have I think, right now, it's not a lot, but it's about 15 articles that I've written, that just I try to really educate the newer investor that isn't familiar with this type of investing. And then there's a track record of of all of our Not, not cherry cherry pick deals closer, every single deal that we've done together, up until this point, and then you can join, you know, the list the email list to get notifications, I like to really educate my investors, as well as then they get the first, you know, chance of getting the new investment when it comes out. But air Bay, actually is the German word for legacy. And my dad was a second generation, my grandfather came over on the boat right from Germany. And he became an entrepreneur after he paid his dues and did everything he needed to do to become a citizen. And then my dad, you know, followed in his footsteps and was an entrepreneur. Grant So I was gonna ask you about the backstory on that name. I was trying to figure out Erbe. What is that? Yes, that's awesome. I appreciate that. Stephanie Yeah, not to my dad, who never you know, saw any of this, but definitely, it's because of him that this has happened. I can tell you have an awesome dad. Really cool. Grant That's awesome. Stephanie, any final comments that you want to share? Stephanie No, no, but I'd say you know, just just check on my website. I'm trying to, like I said, working on a book and that that'll be my next. I'm hoping to have it done by the end of summer. So when when it's available, it will be available on my website as well. Grant That's awesome. Stephanie, thank you so much for taking the time with us today, everyone. Thanks for listening to another episode of Financial Investing Radio. And until next time, check out erbewealth.com.
How Stephanie Has Closed On Over $175 Million In Real Estate In Just 6 Years Welcome to episode 52 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Stephanie Walter and picks her brain about how she has been able to close on over $175 in Real Estate in just 6 years. Stephanie Walter is a capital raiser, syndicator, and CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you'll be able to easily understand your real estate deals. Here is what to expect on this week's show: How Stephanie closed on over $175 Million in just 6 years Why you wouldn't want to put your money in your $401K How most people are wired about money How to structure your real estate deals Why Stephanie decided to go all-in on Multifamily How Stephanie is able to find the money for her new deals Relevant links: https://www.linkedin.com/in/stephanie-walter-057594196/ https://erbewealth.com/ Connect with Jason: Instagram: https://www.instagram.com/jasonjosephlee/?hl=en YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/ Connect with Stephanie: LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode Sea Will and Stephanie Walter, founder of Erbe Wealth, talk about how investors can create a syndicate for investing in real estate. They focus on cash flowing properties that can be upgraded to increase rents and add value. For more information visit https://erbewealth.com/Get your FREE portfolio tracker by opting in here: https://seawillcourses.com/portfolio-tracker-hello/ I make a lot of content related to passive income and wealth building. If you're interested, watch this video: https://youtu.be/_AW009WY8xUWHATS GOOD YALL! Welcome to the Passive Income Network. On this channel we talk about creating assets that produce passive income. We'll discuss building passive income in three ways; through the stock market, online business, and cryptocurrency. If you like making money hit the like button and subscribe to this channel.
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
Join us in this discussion with Stephanie Walter of Erbe Wealth, where we discuss using tools that the ultra-rich and wealthiest 1% use. Through discussions around direct active real estate investing to passive real estate investing (syndications, private equity), you will come away from this episode inspired and with a better understanding of leveraging capital, partnerships, and fractional ownership in achieving financial freedom. Stephanie Walter is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. She is a gateway between these professionals and well vetted deals. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them - sometimes at several places at the same time! They also strategically look at tax mitigation on every investment whether that is taking advantage of cost segregation or by using 1031 exchanges to invest in syndicated opportunities. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth.Stephanie's goal is to connect her select group of investors, her “tribe,” with investment opportunities that she's found and vetted to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals. Find Stephanie online and learn more about her work at ErbeWealth.com Thank you to today's sponsor, CityVest: https://bit.ly/37AOgkp
What do the wealthy do differently in regards to their money and their investments? Why would you not want to put your money in a 401k? This week's guest on The Crushing Debt Podcast is Stephanie Walter, CEO of Erbe Wealth. Stephanie is a legacy cash flow specialist, capital raiser, syndicator and real estate investor. Stephanie's passion is teaching people to "unlearn" what most of us have been wired to think about money, and she educates people on attaining wealth that can be passed on to the next generation. You can reach Stephanie at: skw@erbewealth.com www.erbewealth.com LinkedIn - stephanie-walter-057594196 Facebook - erbewealth Please also support our sponsors: Sam Cohen of Attorneys First Insurance will help new and existing attorneys and title companies to review, purchase or compare malpractice insurance. Sam@attorneysfirst.com or www.attorneysfirst.com. Mark Purvis (our editor) who created www.LegacySpotlight.com to help retirees who are looking for a fun and rewarding project that will bless their families today and for generations to come, by recording and capturing the wisdom within life's stories. You can reach us at Shawn@Yesnerlaw.com or www.yesnerlaw.com.
Evaluating Real Estate Syndication and the Value of a Seasoned Sponsor – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 042 Stephanie Walter Stephanie Walter is a capital raiser, syndicator, real estate investor and CEO of Erbe Wealth, banking for active real estate investors looking to build legacy wealth with investing. After 8 years in the corporate world, Stephanie was tired of the 2% raises and knew they just weren't going to cut it. She decided to start an insurance agency but still found herself stuck with money. It wasn't until she attended a bootcamp on apartment complex investing when her money mindset completely shifted and her world changed. It was then, that Stephanie founded ERBE Wealth. Now, Stephanie is on her 8th syndication and is helping investors build a legacy for themselves. Listen to this informative Private Equity Profits episode with Stephanie Walter about real estate syndication and the value of a seasoned sponsor. Here are some of the beneficial topics covered on this week's show: A family legacy in entrepreneurship Location as a foundation of real estate investments Syndication and how it can create the returns you want to see Making money on the buy and not waiting for appreciation The difficulties in managing properties from afar The current housing shortage and how it affects real estate investments Trends in domestic migration and its effect on the housing market The Jobs Act as a game changer for Real Estate Syndication Connect with Stephanie Walter: Links Mentioned: www.erbewealth.com Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Today the Biz Bros welcome Stephanie back on their podcast to chat about Real Estate Syndication! The previous episode got the Biz Bros curious and they wanted to learn more! Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and real estate investor. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. She is a gateway between these professionals and well vetted deals. Stephanie lives with her husband and young son in Colorado. Welcome back to the show, Stephanie! To know more about her and her work, check out: erbewealth.com
There's a ton of action in multifamily housing and apartments right now–and it's creating a lot of exciting opportunities and business models for investors at every level. Today's guest, Stephanie Walter, has a proven track record of creating legacy wealth with passive real estate investing. After she retired from the insurance industry and sold her business, she became the CEO of Erbe Wealth to focus on raising capital and real estate syndication. She connects her select investors with extremely desirable investment opportunities and is an expert in tax mitigation and 1031 exchanges. In our conversation, you'll learn how Stephanie transitioned out of the world of insurance, found her first JV opportunities and co-syndication plans, and how to find great partnerships as you pursue deals of your own. We also dig into some of the other projects Stephanie's working on, including fundraising for fintech startups, what she's doing to hedge against inflation, and what investors should be prepping for as they plan for the future. Key Takeaways with Stephanie Walter The tools and metrics Stephanie uses to evaluate a potential rental market. Why Stephanie only invests with one partner who buys pocket listings. The importance of being able to convince a broker that you can close a deal. How Stephanie aims to structure deals and investor returns. Why she sold her portfolio of single family homes and her insurance agency in 2019 to go all-in on multifamily. Stephanie's advice for anyone who wants to become a co-syndicator. Stephanie's favorite ways to find money and get new investors into her funnels and conversions. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/261 Rate & Review If you enjoyed today's episode of The Accelerated Real Estate Investor Podcast, hit the subscribe button on Apple Podcasts, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review over on Apple Podcasts. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Josh Cantwell Facebook YouTube Instagram LinkedIn Twitter Sign Up For My Coaching Program! To unlock your potential and start earning real passive income, visit joshcantwellcoaching.com
GUEST SUMMARY In the lab we have Stephanie Walter, CEO of Erbe Wealth. She's a capital raiser, syndicator, real estate investor, business owner, and financial educator who recently retired and sold her insurance agency of 16 years. Stephanie is able to share with Experiment Nation a unique perspective having worked in the corporate world, been a business owner and having real estate syndication replace her business and corporate income by achieving better cash flow through real estate syndication. Stephanie shares key principles that she teaches other professionals to use, how she pushed back against frustration from her early career by starting her own agency, and the path that led her from owning single family properties to real estate syndication. Stephanie worked as an insurance claims adjuster straight out of college and was frustrated after a two percent raise for eight years' work. Shortly after a conversation with her Father about it, She gave her two weeks notice and then started her own insurance agency. Sixteen years later, she sold her agency and got into real estate as part of her retirement plan. She learned about syndication after attending a boot camp and since then never looked back. Since retiring and selling her agency in 2021, Stephanie and her partners have closed their 11th syndication and have committed to educating other professionals on how to protect, grow, and preserve their wealth. If you're looking to scale from single family homes to syndication as a business owner and/or while still being an employee then this episode is definitely for you. HIGHLIGHTS OF THE EPISODE: 01:22 - Guest introduction 04:03 - Stephanie's background 08:47 - Why Stephanie started a business in the same industry she worked in 10:33 - How Stephanie went about her mentorship in real estate and the insurance industry KEEPING IT REAL: 13:51 - Stephanie talks about bootcamp and learning about syndication 16:05 - Why real estate syndication is more dominant 19:55 - Stephanie's first deal and how she started her mentorship in real estate syndication 21:42 - Stephanie talks about partnerships in syndication: general partners (GP) and limited partners (LP) 23:19 - Being a GP and LP at the same time on a deal and why it can be beneficial for both dealmaker and investors 24:06 - Using the 1031 exchange on a syndication deal. 27:21 - Unlearning the way we do things and making the 401k work to your advantage 31:53 - What Stephanie would say to someone who's looking to invest 35:20 - Getting into a syndication: take part as an LP or try to be GP as fast as you can? 41:49 - Structure of being a general partner and its benefits 43:58 - Would you rather buy another insurance agency or would you rather buy a building? 47:28 - Why Stephanie would rather start investing in syndication earlier 49:55 - The biggest misconception about viewing money that we need to unlearn 51:31 - The most effective tool that Stephanie uses on her day to day 53:03 - Stephanie's favorite book 54:27 - Four different properties of 100 units or One property of 400 hundred unit NOTABLE QUOTES (KEY LESSONS): 07:31 “It doesn't take a long time once you've switched your mindset to what you can achieve” - Stephanie Walter 13:01 “ You only can invest in what you understand.” - Stephanie Walter CONNECTING WITH THE GUEST Website: https://www.erbewealth.com/ LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196 Facebook: https://www.facebook.com/pg/erbewealth/posts/
Join co-hosts Richard Coyne & Bill Zahller as they interview guests who left a successful career to pursue a different path on the Road Less Traveled Show! In this episode, we spend time with Stephanie Walter! Stephanie grew up in an insurance family and became an insurance claims adjuster. Stephanie then started and ran her own insurance (property and casualty) agency. Stephanie recently retired and sold her agency and now has gone full-time into Real Estate! A bit more about Stephanie: Stephanie Walter is a capital raiser, syndicator, 1031 exchange advisor to syndicated investors, and the CEO of Erbe Wealth. (Erbe is the German word for wealth!) Stephanie recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life-transforming. She is a gateway between these professionals and well-vetted deals. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! They also strategically look at tax mitigation on every investment whether that is taking advantage of cost segregation or by using 1031 exchanges to invest in syndicated opportunities. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth. Stephanie's goal is to connect her select group of investors, “her tribe”, with investment opportunities that she's found and vetted to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals. Contact Stephanie: LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/ Website: www.erbewealth.com Email: skw@erbewealth.com Phone: 303-995-0928 Contact Bill Zahller Phone: 828-275-5035 Email: Bill@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/billzahller Contact Richard Coyne Phone: 404-245-9732 Email: Richard@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/richardjcoyne If you would like to learn more about: How Park Capital Partners connects investors with passive income-generating opportunities through real estate, Our Park Capital Value-Add Fund (a 506c fund), or The Park Capital Partners Foundation, Inc. (a 501(c)3 non-profit). please contact Park Capital Partners LLC in the following ways: Website: ParkCapitalPartnersLLC.com Email us: info@ParkCapitalPartnersLLC.com Facebook: https://www.facebook.com/ParkCapitalPartners/ Linkedin: https://www.linkedin.com/company/park-capital-partners-llc/ Music by Aliaksei Yukhnevich/Jamendo. Audio and Video production by Kerry Webb. If you would like to be a guest on our show and have a “path change” story, please reach out to Richard at Richard@ParkCapitalPartnersLLC.com. We would love to chat with you!
We interviewed Stephanie Walter. Stephanie is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people to learn the secrets of the wealthy investor that can be life transforming. She is a gateway between these professionals and well vetted deals. In this episode, we cover several key topics including: How she bought a frat house as her first real estate investment property Why Stephanie believes capital raisers should start connecting with investors before they have a deal Common questions passive investors will ask a sponsor Benefits of passive investing And More… Connect with Stephanie: Website - https://erbewealth.com/ LinkedIn - https://www.linkedin.com/in/stephanie-walter-057594196/#experience https://www.linkedin.com/company/erbe-wealth/ Facebook - https://web.facebook.com/erbewealth?_rdc=1&_rdr And if you want more tips and guidance, sign up to our weekly newsletter at www.donisinvestmentgroup.com/monopoly. Follow Us: @donisbrothers on Instagram, Twitter, Facebook @Donis Investment Group on Linkedin Website --> www.donisinvestmentgroup.com
Stephanie Walter Episode 101 Getting your money to work for you with multifamily syndication, featuring Stephanie Walter -The Lockbox Podcast with Jeffrey Brogger Stephanie Walter, CEO of ERBE Wealth, wants to make money work for investors with multifamily syndication. Her projects have earned clients over 20 percent annualized rate of returned and a monthly eight percent preferred return. Stephanie has worked in the multifamily syndication space since 2016, after spending sixteen years running her insurance agency. Today she is a capital raiser, syndicator, and real estate investor who enjoys teaching professionals to “unlearn” what most of us have been wired to think about money. She re-educates people to learn the secrets of the wealthy investor that can be life transforming. Highlights of our conversation include: Market predictions in this time of a housing shortage. Growing markets include Florida and Texas. Multifamily has fared well over recessions. Investor minimums and required accredited investor credentials. The importance of an optimistic personality to keep growing personally and professionally. Find your niche and go deep. Differentiate your product and personalize your service. Enjoy the show! Connect with Stephanie: Website: https://erbewealth.com/ Connect with Jeff: https://steezy.digital/ Facebook: https://www.facebook.com/jeffrey.brogger LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/ Twitter: https://twitter.com/jeffbrogger FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today! https://steezy.digital/ultimate-real-estate-goal-setting-framework Learn more about your ad choices. Visit megaphone.fm/adchoices
We interviewed Stephanie Walter. Stephanie is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people to learn the secrets of the wealthy investor that can be life transforming. She is a gateway between these professionals and well vetted deals. In this episode, we cover several key topics including: How she bought a frat house as her first real estate investment property Why Stephanie believes capital raisers should start connecting with investors before they have a deal Common questions passive investors will ask a sponsor Benefits of passive investing And More… Connect with Stephanie: Website - https://erbewealth.com/ LinkedIn - https://www.linkedin.com/in/stephanie-walter-057594196/#experience https://www.linkedin.com/company/erbe-wealth/ Facebook - https://web.facebook.com/erbewealth?_rdc=1&_rdr And if you want more tips and guidance, sign up to our weekly newsletter at www.donisinvestmentgroup.com/monopoly. Follow Us: @donisbrothers on Instagram, Twitter, Facebook @Donis Investment Group on Linkedin Website --> www.donisinvestmentgroup.com
After getting a 2% raise at her W2 job, Stephanie Walter realized that is not the life or future she wanted year after year. That's when she discovered real estate syndications and her life drastically changed! Tune in today to hear about Stephanie's journey from owning her own insurance agency to investing in real estate Guest Bio Stephanie Walter is the CEO of Erbe Wealth. Today, she is a capital raiser, syndicator, and real estate investor. Guest Link Erbe Wealth: www.erbewealth.com Stephanie's LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/ Book Recommendation: Killing Sacred Cows - Garret Gunderson
There are tons of options out there for you and that's what our guest, Stephanie Walter, is going to share with us today too. Stephanie Walter is the CEO of Erbe Wealth. She's a capital raiser, syndicator, and real estate investor who just recently retired and sold her insurance agency of 16 years by following key principles that she is also teaching other professionals to use. Watch now to learn more about another alternative investment option you can take advantage of, how you can use it in syndications, and what you should expect from it when you do it! Key Talking Points of the Episode [00:00] Introduction [01:31] Who is Stephanie Walter? [02:24] What is Stephanie's background? [03:40] Stephanie's journey into real estate [04:48] Finding her partner in business [09:57] What is a 1031 Exchange? [10:34] What can you exchange your property for? [14:02] Looking at your cash flow and equity [15:58] How do the properties do during recessions? [18:00] How can you follow Stephanie? Quotables “I loved the idea of kinda like a group of people buying something that no one could do on their own.” “I completed my first syndication in 2018 by myself, and realized that I never ever want to do that by myself ever again.” “A 1031 Exchange is what a lot of people that own rental properties can use to avoid paying the capital gains tax.” “I think where most people get tied up and confused is actually, you can exchange your property for anything. A lot of people think, “oh, it has to be the same property”.” “It could be anything. You can exchange your regular rental into land, into anything that's a real property.” “It makes sense to sell it so they can make a much higher cash flow.”
We need to understand the basis for money but also understand that we're in a rapidly shifting landscape. Getting support and help as we evolve as a society is the #1 most important thing we can do. Stephanie Walter wasn't able to see this until she was put around wealthy investors. Even with an entrepreneur dad, Stephanie started out lost in a corporate job for 8 years. So, how did she manage to start a business, transform her money mindset, and get into passive real estate investing? Stephanie Walter is a capital raiser, syndicator, real estate investor and CEO of Erbe Wealth, banking for active real estate investors looking to build legacy wealth with investing. After 8 years in the corporate world, Stephanie was tired of the 2% raises and knew they just weren't going to cut it. She decided to start an insurance agency but still found herself stuck with money. It wasn't until she attended a bootcamp on apartment complex investing when her money mindset completely shifted and her world changed. Now, Stephanie is on her 8th syndication and is helping investors build a legacy for themselves. On this episode of Wickedly Smart Women, Stephanie joins Anjel to discuss how simple creating legacy wealth can be when we change our mindset and approach to investing. She describes how she's changed her life with a shift in her mindset on money and shares her journey from working in corporate to retiring this year. Listen in for insight on passive real estate investing and learn how to shift from the mindset that's keeping you from 20% yearly return. What You Will Learn What it was like growing up with an entrepreneur dad When Stephanie became fed up with the corporate world How helpful it can be to have support when starting a business What pushed Stephanie to work hard to make her business succeed The bootcamp that completely changed Stephanie's money mindset and future How sometimes starting a certain business might not be the answer to everything The mindset shift that Stephanie experienced with her own business and how she navigated that by eventually selling her insurance agency What exactly syndication is and how you can become wealthy with it The mindset that is keeping you from a 20% yearly return An insider look into what Stephanie's business, Erbe Wealth is working on Connect with Stephanie Walter Erbe Wealth Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women Facebook Community Wickedly Smart Women on TeePublic Wickedly Smart Women on Clubhouse The Wealthy Life Mentor The Wealthy Life Mentor on Facebook Anjel on Twitter Anjel on Instagram Email listeners@wickedlysmartwomen.com Leave Us A Message On Our listener line: 540-402-0043 x4343
Capital raiser, syndicator, and CEO of Erbe Wealth, Stephanie Walter, believes that we need to start viewing money as something that should be working for us right away. And she's graciously sharing how we can see past old money myths and tap into the investment strategies used by the wealthy to create a positive cash flow. Get out your pen and paper because she's giving us all the details on how to make our money work for us and how we can immediately set ourselves up for increased abundance.
The mindset of the wealthy is utilization not accumulation. In this episode shares with us how to transition from the fear of not having enough money to the confidence that all of your money is constantly growing and the strategies that help you do just that. My Guest: Stephanie Walter. Today's guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and real estate investor. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. She is a gateway between these professionals and well vetted deals. Stephanie lives with her husband and young son in Colorado. Quote Rule Number 1: Never lose money. Rule Number 2: Never forget Rule Number 1. Links & Resources www.erbewealth.com Show: http://www.estierand.com/breakthrough (www.estierand.com/breakthrough) Part 1 of this episode where you hear more go to https://www.estierand.com/captivate-podcast/wealth-utilization-with-stephanie-walter-1-2/ (estierand.com/137-1) Did you enjoy this episode? Then https://itunes.apple.com/us/podcast/estie-rand/id1358797306?mt=2&ls=1 (subscribe to my podcast on iTunes), so you can get automatic updates whenever another episode goes live (and you will be helping me get to #1 on iTunes, making us all cooler in the process!)
You don't have to do everything by yourself, and you shouldn't! This applies to any endeavor you may have or any industry out there, including real estate syndication. It's a team sport. In today's episode, Monick Halm introduces Stephanie Walter, the Founder of Erbe Wealth. Stephanie talks about how syndication investments can give you cash flow, great returns, and fantastic tax benefits. The crucial factor is to figure out what you like and what you're good at. Focus on that rather than doing everything yourself. Want more syndication tips? Tune in!Love the show? Subscribe, rate, review, and share!Here's How »Join the Real Estate Investor Goddesses Community today:RealEstateInvestorGoddesses.comReal Estate Investor Goddesses FacebookReal Estate Investor Goddesses InstagramReal Estate Investor Goddesses Twitter
The mindset of the wealthy is utilization not accumulation. In this episode shares with us how to transition from the fear of not having enough money to the confidence that all of your money is constantly growing and the strategies that help you do just that. My Guest: Stephanie Walter. Today's guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and real estate investor. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. She is a gateway between these professionals and well vetted deals. Stephanie lives with her husband and young son in Colorado. Quote Rule Number 1: Never lose money. Rule Number 2: Never forget Rule Number 1. Links & Resources www.erbewealth.com Show: http://www.estierand.com/breakthrough (www.estierand.com/breakthrough) Part 2 of this episode where you hear more go to https://www.estierand.com/captivate-podcast/wealth-utilization-with-stephanie-walter-2/ (estierand.com/137-2) Did you enjoy this episode? Then https://itunes.apple.com/us/podcast/estie-rand/id1358797306?mt=2&ls=1 (subscribe to my podcast on iTunes), so you can get automatic updates whenever another episode goes live (and you will be helping me get to #1 on iTunes, making us all cooler in the process!)
Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income.This led her to founding Erbe Wealth and authoring The Insurance Professional's Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing.In our conversation, we discussed:Reasons not to put your money in a 401kWhat is real estate syndication?The Importance of Cash FlowsConnect with Stephanie Walter:https://www.expertcresecrets.com/episode55Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube
Hey! Pili Yarusi here.Stephanie Walter is a capital raiser, syndicator, and CEO of Erbe Wealth.She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use.She teaches professionals to unlock the secrets of the wealthy investors.We're digging into:Unlocking your mindset,The power of mentorship,What wealthy people are doing with their money,What you need to do to raise more capital,And so much more…This episode is for you whether you are a passive investor looking to learn more about multifamily real estate or you are actively working on your next deal.Listen in now!Connect With Stephanie WalterWant to connect with Stephanie? Connect with her at erbeinvestmentgroup.com!Want to Learn More About Multifamily Real Estate Investing?If you're an experienced real estate investor and you're ready to get around a community of active multifamily real estate investors who will support you, hold you accountable, and push you to set goals that inspire you as you grow your business, check out 7 Figure Multifamily and see if it looks like a good fit. If it is, I invite you to join in. If you have any questions, please reach out!- CLICK HERE: https://7fm.7figuremultifamily.com/7fmgroup====================Want to continue your multifamily real estate journey? Here are a few more resources to check out...We're holding a live, 3-day event called Multifamily Live on June 2 - 4, 2022 in Nashville, TN… and we're going to open the doors and walk you guys through literally every step of what we're doing on our multifamily deals.We've done events before but nothing this massive or this valuable... But spots are limited… sign up below!- CLICK HERE: MultifamilyLiveEvent.comMultifamily Live Podcast: Subscribe and get more episodes like this one delivered to you every week! Click Here: https://www.7figuremultifamily.com/multifamily-live-podcastFacebook Group: We've built a community of serious investors who are learning and growing their businesses together. Join the Group on Facebook: https://www.facebook.com/groups/multifamilylive/7FigureMultifamily.com: Learn more about who we are, our mentoring groups, upcoming events, and the causes we support at our website. Plus, grab some free downloads and other materials to help you on your real estate investing journey! Click Here: https://www.7figuremultifamily.com/ See acast.com/privacy for privacy and opt-out information.
Today's guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and real estate investor. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. Show Notes at REIMastermind.net
Today's guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and real estate investor. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. Show Notes at REIMastermind.net
We brought back Stephanie Walter to talk about something we haven't covered yet: cost segregation. Dive into this episode to learn the huge tax benefits you'll get if you start implementing this process with your investments and how to make sure that your accountant is the right professional for you. Key takeaways to listen for Tax benefits of cost segregations studies Questions you should ask your accountant How do cost segregation studies work? About Stephanie Walter Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income. This led her to founding Erbe Wealth and authoring The Insurance Professional's Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing. Through Erbe Wealth, she helps people create true wealth so that they can live the life they want. She also educates her eligible investors about how to invest in her cash flow real estate investments. This monthly cash flow allows a specific plan for financial freedom or retirement. Connect with Stephanie Website: www.erbewealth.com LinkedIn: Erbe Wealth; Stephanie Walter Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor Start your free, all-access trial today. There's no credit card required. For a limited time, Follow Up Boss is doubling the free trial for CSIRE listeners—that's a full 30 days to see how Follow Up Boss helps you close more deals. LINK: Followupboss.com/crazy
Are you a landlord feeling overwhelmed by the management of your investment properties? Check out this episode with Stephanie Walter to find out the benefits of investing in syndications and an emotional story that will teach you the importance of not letting emotions cloud your judgment. Key takeaways to listen for What is syndication? The kind of operators you want to invest with Best markets to invest in during difficult times Deals you should walk away from The cool part of being a passive investor Resources mentioned in this episode Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not About Stephanie Walter Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income. This led her to founding Erbe Wealth and authoring The Insurance Professional's Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing. Through Erbe Wealth, she helps people create true wealth so that they can live the life they want. She also educates her eligible investors about how to invest in her cash flow real estate investments. This monthly cash flow allows a specific plan for financial freedom or retirement. Connect with Stephanie Website: www.erbewealth.com LinkedIn: Erbe Wealth; Stephanie Walter Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor Start your free, all-access trial today. There's no credit card required. For a limited time, Follow Up Boss is doubling the free trial for CSIRE listeners—that's a full 30 days to see how Follow Up Boss helps you close more deals. LINK: Followupboss.com/crazy
In the past, the highest returns for alternative investments were reserved for the ultrawealthy, banks, and big businesses. Now through securitization and syndication both art work and real estate are becoming available to most investors. Join Scott Lynn of Masterworks and Stephanie Walter of Erbe Wealth discuss these new opportunities.
Special Guest Interview Stephanie Walter- ERBE Wealth ( part 2)
There is a myth that wealthy investors only invest in high-risk investments. That is false. They actually do a lot of due diligence and invest in low-risk profiles. You have to build wealth organically, so it takes time to be wealthy. Learn how to invest properly in real estate with your host Sam Wilson and his guest Stephanie Walter. Stephanie is the founder of Erbe Wealth. Learn how to rethink what you know about money and learn the secrets of the wealthy investor. Invest in your wealth today!Love the show? Subscribe, rate, review & share! https://www.brickeninvestmentgroup.com/podcast
Stephanie Walter, Founder of Erbe Wealth, discusses her experiences with how the wealthy view money and where our listeners should be putting their cash to best work for wealth preservation over time.
Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income.This led her to founding Erbe Wealth and authoring The Insurance Professional's Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing.In our conversation, we discussed:Reasons not to put your money in a 401kWhat is real estate syndicationThe Importance of Cash FlowsConnect with Stephanie Walter:https://capitalgainstaxsolutions.com/reason-not-to-put-your-money-in-a-401k-with-stephanie-walter/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
904: Special Guest Interview Stephanie Walter- ERBE Wealth ( part 1)
Welcome to Episode 187 of Building My Legacy.In this podcast Stephanie Walter, CEO of ERBE Wealth, talks about how the wealthy become wealthy and maintain that wealth. More importantly, she explains that anyone can follow this successful formula by ensuring their investments create cash flow. Stephanie's company specializes in real estate syndication — putting together a group of investors to purchase a piece of real estate that's bigger than anyone could buy on their own. Investors are paid a monthly distribution — typically more than they'd earn on more traditional investments such as a 401k.Syndication also offers important tax advantages, as Stephanie explains, another reason the wealthy are attracted to this type of investment. Whether you're a would-be entrepreneur looking for a profitable business … someone who's not getting ahead in a “W-2 job” … or looking for a new way to build your legacy … you'll find our discussion with Stephanie very interesting.So if you want to know:– What you need to “unlearn” to begin investing as the wealthy do– Why syndication can be a safe investment — even during a recession– Why most wealthy investors don't have a 401k– How successful syndicators choose their markets and their properties– The tax advantages of “cost segregation” and 1031 exchange properties About Stephanie WalterThe CEO of Erbe Wealth, Stephanie Walker is a capital raiser, syndicator, 1031 exchange advisor and real estate investor. After selling the insurance agency she owned for 16 years, she now teaches people to “unlearn” what most of us have been wired to think about money and re-educates people on attaining lasting wealth. She sees herself as the gateway between investors and well vetted deals. You can learn more about Stephanie and her company at her website, erbewealth.com About Lois Sonstegard, PhDWorking with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:https://build2morrow.com/Thanks for Tuning In!Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.Don't forget to subscribe to the show on iTunes to get automatic episode updates.And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.Please leave a review right now. Thanks for listening!Building My Legacyhttps://businessinnovatorsradio.com/building-my-legacy/Source: https://businessinnovatorsradio.com/episode-187-stephanie-walter-on-how-unlearning-things-can-maximize-your-investment-earnings-building-my-legacy-with-lois-sonstegard-phd
Welcome to Episode 187 of Building My Legacy.In this podcast Stephanie Walter, CEO of ERBE Wealth, talks about how the wealthy become wealthy and maintain that wealth. More importantly, she explains that anyone can follow this successful formula by ensuring their investments create cash flow. Stephanie's company specializes in real estate syndication — putting together a group of investors to purchase a piece of real estate that's bigger than anyone could buy on their own. Investors are paid a monthly distribution — typically more than they'd earn on more traditional investments such as a 401k.Syndication also offers important tax advantages, as Stephanie explains, another reason the wealthy are attracted to this type of investment. Whether you're a would-be entrepreneur looking for a profitable business … someone who's not getting ahead in a “W-2 job” … or looking for a new way to build your legacy … you'll find our discussion with Stephanie very interesting.So if you want to know:– What you need to “unlearn” to begin investing as the wealthy do– Why syndication can be a safe investment — even during a recession– Why most wealthy investors don't have a 401k– How successful syndicators choose their markets and their properties– The tax advantages of “cost segregation” and 1031 exchange properties About Stephanie WalterThe CEO of Erbe Wealth, Stephanie Walker is a capital raiser, syndicator, 1031 exchange advisor and real estate investor. After selling the insurance agency she owned for 16 years, she now teaches people to “unlearn” what most of us have been wired to think about money and re-educates people on attaining lasting wealth. She sees herself as the gateway between investors and well vetted deals. You can learn more about Stephanie and her company at her website, erbewealth.com About Lois Sonstegard, PhDWorking with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:https://build2morrow.com/Thanks for Tuning In!Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.Don't forget to subscribe to the show on iTunes to get automatic episode updates.And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.Please leave a review right now. Thanks for listening!Building My Legacyhttps://businessinnovatorsradio.com/building-my-legacy/Source: https://businessinnovatorsradio.com/episode-187-stephanie-walter-on-how-unlearning-things-can-maximize-your-investment-earnings-building-my-legacy-with-lois-sonstegard-phd
Want to avoid mistakes in Long Distance Investing? Download your FREE document at billykeels.com/7mistakestoavoid Going Long Podcast Episode 157: Unlearn What You've Been Taught About Money In the conversation with today's guest, Stephanie Walter, you'll learn the following: [00:16 - 04:08] Show introduction with comments from Billy. [04:08 - 06:51] Guest introduction and first questions. [06:51 - 11:05] The backstory and decisions made that led Stephanie to this point in her journey. [11:05 -17:40] Some of the lessons Stephanie learned from her interacting with very wealthy individuals. [17:40 - 21:06] Why Stephanie decided to invest long distance and out of state in Real Assets rather than only investing in her home market location. [21:06 - 24:46] Stephanie summarises what a ‘1031 Exchange' is, and why it could be an important thing for you to understand. [24:46 - 26:36] We hear all about Stephanie's company, Erbe Wealth. Here's what Stephanie shared with us during today's conversation: Where in the world Stephanie is based currently: Denver, Colorado. The most positive thing to happen in the past 24 hours: Went to see her 7 year old son a Basketball practice, and is proud that he's doing so well! Favourite European City: Barcelona, Spain. A mistake that Stephanie would like you to learn from so that you don't have to pay full price: Don't try to do it all on your own, seek successful people to advise and mentor you! Book Recommendations: Killing Sacred Vows, by Garrett Gunderson. Be sure to reach out and connect with Stephanie Walter by using the info below: Website: https://erbewealth.com/ Stephanie's ebook 'The Business Owner's Guide to Real Passive Income': https://erbewealth.com/wp-content/uploads/2021/06/Stephanie-Walter-Business_Owners_Guide_to_REAL_Passive_Income.pdf Start taking action TODAY so that you can gain more Education and Control over your financial life. 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 Do you want to have more control and avoid the mistakes that I made getting started in long distance investing? Then you can DOWNLOAD the 7 Mistakes to Avoid in Long Distance Investing Guide by clicking HERE. 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
LifeBlood REI: We talked about real estate syndication and multifamily investing. We discussed Stephanie's entrepreneurial journey, her first experiences in real estate with purchasing single home investments, getting burned as a landlord, losing money, dealing with headaches and getting sick of calls 24/7. How we as humans seem to enjoy making mistakes on our own instead of learning from the experiences of others and how she was able to find solid partners in order to begin finding an approach to investing she truly enjoys. We talked about the looming tax bill for those making traditional qualified plan contributions, and whether or not people realize what they may be up against when it comes time to start using their invested money for retirement income. How affluent people invest their money and what they look for in investments and what anyone can learn from them. We discussed how real estate syndication works, the benefits of doing it and how to participate in it, what makes a successful project and the important variables to consider with Stephanie Walter, Entrepreneur, real estate investing, capital raiser, syndicator and CEO of Erbe Wealth. Listen to learn about how rents have increased by over 8% a year since 1980 and how that reality could be a solid hedge against inflation! For the Difference Making Tip, scan ahead to 18:32! You can learn more about Stephanie at ErbeInvestmentGroup.com, Facebook 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 MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you'd like to be a guest on the show, contact George at Contact@GeorgeGrombacher.com.
After getting a 2% raise at her W2 job, Stephanie Walter realized that is not the life or future she wanted year after year. So she started an insurance agency back in 2006. Soon after, she decided to begin investing in real estate, with the goal to owner-occupy a property each year and move onto another property to do the same. After a few years, she discovered real estate syndications and her life drastically changed! Today she is the CEO of Erbe Wealth, where she focuses on helping clients generate passive income through real estate investments and has acquired roughly $80 million in real estate properties. In addition to sharing her story, we spend some time discussing 1031 exchanges, how they work, and how they can be a great tool to use in your investment strategy. We also discuss Self Directed IRA's and how they can be a great alternative to those looking for something different than investing in stocks and mutual funds.FOLLOW STEPHANIE
Today the Biz Bros chat with Stephanie Walters about debunking money myths!! Stephanie is the CEO of Erbe Wealth, a capital raiser, syndicator, and real estate investor. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. She is a gateway between these professionals and well vetted deals. Stephanie lives with her husband and young son in Colorado. Tune in for an episode that explores more than one topic! Welcome to the show, Stephanie! To learn more about her company, check out: erbewealth.com
Want to become financially free through real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-bookIn this episode of The Real Estate Investing Club I interview Stephanie Walters, Today's guest is Stephanie Walter a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn†what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed on to the next generation. She is a gateway between these professionals and well vetted deals. Stephanie lives with her husband and young son in Colorado. Welcome to the show, Stephanie. Stephanie Walters is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Stephanie Walters? Reach out at www.erbewealth.comhttps://www.facebook.com/erbewealthwww.linkedin.com/in/stephanie-walter-057594196Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.************************************************************************GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESSLEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-bookCONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/GROW -- Want for us to bring you leads and run your real estate digital marketing? Reach out to our partner agency at https://www.therealestateinvestingclub.com/off-market-lead-generation-servicesWATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshowMASTERY -- Want to learn how to master your life by mastering your health, wealth, relationships and spirit? Check out our sister podcast, Pursuing Greatness, at https://www.pursuinggreatnesspodcast.com************************************************************************ABOUT THE REAL ESTATE INVESTING CLUB SHOWThe Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips as a real estate investor. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family flips and rentals, to multifamily syndication!#realestateinvesting #passiveincome #realestateSupport the show (https://paypal.me/GabrielWPetersen?locale.x=en_US)
Our guest, Stephanie Walter, is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professionals to “unlearn” what most of us have been wired to think about money and re-educates us to learn the secrets of the wealthy investor that are life transforming. Stephanie builds gateways between professionals and well vetted deals.Main Points:· What the wealthy do differently in regards to money and their investments · Reasons to not put your money in a 401K· What is a 1031 exchange and how can you use it to invest in these · What is a real estate syndication syndicated opportunities? · What is cost segregation?· Debunking money myths· Concept of accumulation vs utilization Connect with Atticus:· www.askstephanienow.com may have a webinar to promote· 303-995-0928· skw@erbewealth.com
Today, my guests is Stephanie Walter. Stephanie is a capital raiser syndicator and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she's learned from her wealthy investors. And in just a minute, we're gonna speak with Stephanie, about how to unlearn what we've been wired to think about money.
Stephanie Walter is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. In this episode, Tyler and Stephanie's discussion focused on real estate syndication and unlearning ineffective, archaic ways of viewing money and creating generational wealth. Highlights include: Stephanie's experience of transitioning from a successful insurance agency leader to a real estate investor and syndicator The appeal of real estate syndication Types of real estate properties you can syndicate Stephanie's philosophies of what makes a deal worth pursuing The importance of aligning mindsets with your business partners Accumulation versus utilization, and unlearning what you know about money The habits, mindsets and secrets of wealthy investors This episode highlights why you need to get your money moving! Connect with Stephanie: Website: http://erbewealth.com LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/ Facebook: https://www.facebook.com/erbewealth The following books were mentioned in the show: Killing Sacred Cows by Garrett Gunderson What Would the Rockefellers Do by Garrett Gunderson Looking to further elevate your performance? Download our free guide, Raising the Bar - 5 Steps to Elevate Your Habits, by joining Elevate's Insider Network! You will also be informed of real estate investing news, tips from Tyler, books Tyler's reading and more. Join today: https://elevatepod.com/insider This episode of Elevate is brought to you by CF Capital LLC, a national real estate investment firm that focuses on acquiring and operating multifamily assets that provide stable cash flow, capital appreciation, and a margin of safety. CF Capital leverages its expertise in acquisitions and management to provide investors with superior risk-adjusted returns while placing a premium on preserving capital. Learn more at cfcapllc.com Follow us! Website: elevatepod.com Twitter: twitter.com/elevatepod1 IG: instagram.com/elevatepod Facebook Group: https://www.facebook.com/groups/elevatepodcastcommunity LinkedIn: https://www.linkedin.com/company/elevatepodcast
The role of capital raising in the real estate businessTips for raising money for the first timeHow to set up a system for raising capitalThe right approach to multifamily in today's marketWhy you should be intentional with your moneyLife and Money Impact RoundWhat is the one thing to do now to live a meaningful and intentional life by design?What is one life or money hack that you can share to make an impact on others' lives?What is one thing to do right now to make the world a better place?RESOURCES/LINKS MENTIONEDActiveCampaignOversubscribed by Daniel PriestlyKilling sacred cows by Garret B. GundersonABOUT STEPHANIE WALTERSStephanie Walters is a Capital Raiser, Syndicator, Investor, Business owner, Financial educator, and owner of an insurance agency.She founded Erbe Wealth with the mission of helping the overworked individual to create true wealth through multiple streams of income that don't involve trading your time for money.CONNECT WITH STEPHANIEWebsite: www.erbewealth.comWebsite: www.askstephanienow.comCONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--Thanks for listening, and until next time, keep investing for good!
Aaron Iler brings on an insightful guest, Stephanie Walter, founder of Erbe Wealth and author of The Insurance Professional's Guide to Real Passive Income, to discuss what it takes to differentiate yourself as a young professional in real estate, or in life.In this episode, Aaron and Stephanie discuss:How to Accept Change in Exchange for OpportunityWhat's the Best Advice You've Received Along Your Journey?The Most Successful People Are the Ones That Provide the Most ValueWhy You Can't Be Afraid to Be Vulnerable and Expand Your NetworkAaron would like to give a huge thank you to Stephanie for coming onto the Dream Chasers: Ground Zero platform to share her knowledge about what it takes to be successful in business and how you can begin to set yourself apart as a young professional immediately.Watch the YouTube replay here:https://youtu.be/gCpeyEw7ndIBooks Mentioned:The Millionaire Next Door:https://bit.ly/TheMillionaire_Next_DoorRich Dad Poor Dad:https://www.amazon.com/Rich-Dad-Poor-Teach-Middle-ebook/dp/B07C7M8SX9/ref=sr_1_1?crid=34LE0ALXHTDMA&dchild=1&keywords=rich+dad+poor+dad&qid=1631243632&s=books&sprefix=rich+da%2Cstripbooks%2C174&sr=1-1Killing Sacred Cows:https://www.amazon.com/Killing-Sacred-Cows-Overcoming-Destroying-ebook/dp/B009P9LTI4/ref=sr_1_1dchild=1&keywords=killing+sacred+cows&qid=1631243670&s=books&sr=1-1Contact Stephanie:https://erbewealth.com/category/podcast/https://erbewealth.com/Timestamped Shownotes:0:00 - What Was Ground Zero Like for You?3:49 - How Did You Make the Shift into the Real Estate Industry?6:15 - How to Accept Change in Exchange for Opportunity9:23 – What's the Best Advice You've Received Along Your Journey?12:38 - What Would You Tell a Young Professional Looking to Get into Real Estate?14:09 - How You Can Differentiate Yourself as a Young Professional17:05 - The Most Successful People Are the Ones That Provide the Most Value19:15 - Why You Can't Be Afraid to Be Vulnerable and Expand Your Network24:15 - If You Could Go Back in Time, What Would You Tell Yourself?25:17 - Start Where You Are and Shoot for the StarsFor more of Dream Chasers:SPOTIFY APPLE PODCASTS STITCHERGOOGLE PODCASTSSupport the show (https://www.patreon.com/dreamchasers_ix)
What do the wealthy do that makes them wealthy? We find out the answer to that and more in this episode. Moneeka Sawyer is joined by the co-founder of Erbe Wealth, Stephanie Walter. Stephanie talks about breaking away from corporate America and investing in real estate. She also shares insights learned from working with wealthy people, offering great cash flow and tax strategies that can give you the push towards their direction. Tune in to learn more tips from wealthy investors. Love the show? Subscribe, rate, review, and share!Here's How »Join the Real Estate Investing for Women Community today:https://blissfulinvestor.com/LinkedInTwitterFacebookInstagram
Stephanie is a real estate investor and CEO of Erbe Wealth – an investment management company focused on helping clients generate passive income. Over the past 4-years, she has acquired over $21M worth of real estate properties. Stephanie's passion is teaching people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Some topics Stephanie could touch on during the podcast include: Best practices on real-estate investing and unlearning what you know about money and common myths. What the wealthy do differently regarding money and their investments. Stephanie's story - leaving her W-2 job behind and becoming an entrepreneur in 2006 Reasons to not put your money in a 401K and what to do instead
Stephanie is a real estate investor and CEO of Erbe Wealth – an investment management company focused on helping clients generate passive income. Over the past 4-years, she has acquired over $21M worth of real estate properties. Stephanie's passion is teaching people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Some topics Stephanie could touch on during the podcast include: Best practices on real-estate investing and unlearning what you know about money and common myths. What the wealthy do differently regarding money and their investments. Stephanie's story - leaving her W-2 job behind and becoming an entrepreneur in 2006 Reasons to not put your money in a 401K and what to do instead
Stephanie Walter a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed on to the next generation. She is a gateway between these professionals and well-vetted deals. What You Will Learn: Who is Stephanie Walter? How did she start Real Estate Investing? What is 401K? What are the reasons to not put money into a 401K? Stephanie explains the concept of Legacy Banking for real estate investors. How Legacy Banking can help investors to take further advantage of real estate holdings. What is the secret of a wealthy family to pass their money from generation to generation? Stephanie introduces the book “What Would the Rockefellers Do?” What happened inside the Whole Life Policy. How to borrow money from a Life insurance company? What is syndication? What are the locations of the properties Stephanie owns? Stephanie Walter shares how she can be contacted. Additional Resources from Stephanie Walter: Websites: https://erbewealth.com/ Cell Phone: +1 (303) 995-0928 Email: skw@erbewealth.com LinkedIn: https://www.linkedin.com/company/erbe-wealth/ Facebook: https://facebook.com/erbewealth Youtube: https://www.youtube.com/channel/UC00Nq69vsIjreq4vbN9IVWw
Episode: 100+ Unit Apartment Complex Syndication with Stephanie Walter Guest: Stephanie Walter is the Founder & CEO of Erbe Wealth. Stephanie began investing in single family homes in Colorado while owning & operating her insurance agency business. She has since exited that business and sold all of her single family rentals to focus solely on larger commercial real estate syndication deals. Big Idea: Recognizing the Opportunity to Sell Appreciated, Low Cash Flowing Deals and Transitioning to Larger Apartment Syndication Deals. Stephanie and I discuss her decisions to exit both single family rentals AND her insurance agency business to focus solely on larger, less active-truly passive commercial real estate deals. This Episode of The REI Diamonds Show is Sponsored by the Deal Machine. This Software Enables Real Estate Investors to Develop a Reliable & Low Cost Source of Off Market Deals. For a Limited Time, You Get Free Access at http://REIDealMachine.com/ Resources Mentioned in this Episode: http://www.ErbeInvestmentGroup.com/ For Access to Real Estate Deals You Can Buy & Sell for Profit: https://AccessOffMarketDeals.com/podcast/ View the Episode Description & Transcript Here: https://reidiamonds.com/100-unit-apartment-syndication-with-stephanie-walter/ Dan Breslin: Today’s guest Stephanie Walter is the founder and CEO of Erbe wealth, Stephanie began investing in single-family homes in Colorado while owning and operating her insurance agency. She has since exited that insurance agency business and sold off all of her single-family rentals to focus solely on larger commercial real estate syndication deals. Today we are going to dive deep into those decisions, her investment selection process, and a few big recent wins, and of course, an upcoming deal. So let’s get started. So I did a little research on you and your background, and I figured that we could begin with your sale of the insurance agency, what led up to that what your thoughts were, how you emotionally changed chapters, let’s say, and then got on to the next place that you currently are. Stephanie: Yeah, well, I’ve had my agency since 2006, so about 16 years. And before that, I was actually an insurance adjuster for eight years. So my whole working life, I’ve been involved in insurance in some way. And I do love it. But I also love real estate. So I used to buy and hold single-family homes and really, really loved doing that and actually became more curious. In 2016 I joined a group of people that do some education, great education, about kind of how to buy larger commercial properties through syndications. And that was in 2016. And from there, there was really no looking back I found a partner and group of people I like to work with and found that I really liked raising money. And from that just ended up working with a lot of really wealthy people and learned a lot from watching the way that they handled their finances and started changing the way that I was viewing my finances and 2018 started selling off my single-family rentals and investing that money into these syndicated deals where we were getting double-digit returns and that allowed me to replace my income in the matter of a little over two years. I sold my agency and December 2020 and so now I’m retired but I am still raising money occasionally once or twice a year for a deal and I like to talk to people about kind of changing their views on money because it was life-changing for me. Because I’ve been able to retire and now I can spend a lot more time with my family. Dan: Congratulations on the sale. That’s pretty cool. I imagine that must have been… I don’t know. I mean, was it a decision brewing for a year, six months? Did you just wake up one day and say, “Hi, we got to get going here.” This is too much weight. Was it the daily responsibility of you running and managing a team? What was it that led up to the sale, I guess? Stephanie: I like to work a lot. I’m a nerd that way. But so I really like what I was doing. But as I continue to invest in these deals, and the money came in, and eventually it replaced what I was making in my insurance agency, all of a sudden, I was like, well, it would be nice not to be having to work every day and not having and being able to take a vacation. I hadn’t taken like, over a week’s vacation since 2006. So then, my eyes were opened a little bit more. And it was a little bit emotional to sell it. But, this is the direction that I’m going. And I really love helping people get into these syndicated real estate deals. And but yeah, it definitely was emotional. Because you get very close to your clients over 16 years. And just kind of that’s your identity. Stephanie & I Discuss Commercial Real Estate Syndication: • Owning, Operating, & Exiting 100 Unit+ Apartment Deals • Luxury Single Family Home Development • Exiting a Successful Insurance Business • Exiting Single Family Rentals for Larger Deals Relevant Episodes: (There are 190 Content Packed Interviews in Total) • Mark Walker on Graduating from the Rat Race to Multi-Family Investment Deals https://bit.ly/3b72CY8 • Marketing, Meetups & $100 Million in Apartment Syndications with Adam Adams https://bit.ly/2SzdoAf • Andy Shamberg on Property Insurance Fundamentals https://bit.ly/33oq5A4 • From House Hacking to $300 Million in Commercial Real Estate with Ivan Barratt https://bit.ly/3nUkRW5
We all like to think about being financially successful. However, it remains merely a dream for some people. In today's episode, Stephanie Walter, the CEO of Erbe Wealth, joins us to discuss the wealth mindset in attaining our financial freedom. Learn how her successful perspective and methods for generating wealth have proven effective. Over years of working with her investors, she discovered that the very wealthy view and use money differently than the rest of us and that these strategies can be used by anyone, not just the rich. WHAT YOU'LL LEARN FROM THIS EPISODE:Stephanie's insights about the wealthy who view money differentlyDetermining what businesses to invest inReasons why not put your money in a 401KWays to begin conversations to change thinking generationallyDebunking money mythsViews and opinions about the new administration's plan on cutting taxes for the wealthy in order to pay for the President's programBOOK MENTIONED:Who Not How: The Formula to Achieve BiggerABOUT STEPHANIE WALTERStephanie Walter is a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she now teaches professionals to use. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.RESOURCES:Website: Erbe Wealth
Stephanie Walter is a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. Prior to founding her investment group, Stephanie followed her dream of being an entrepreneur and started her own insurance agency. To date, it is one of the largest, most highly awarded agencies in Colorado. In addition to starting and running a successful business, she began to invest in real estate properties in 2004. http://erbeinvestmentgroup.com/ Want to learn more about passive investing? Grab our FREE Course: https://www.passiveinvestorsclub.com/course Thank you and I appreciate you watching this video. Please like, subscribe, and share with others that you may find this valuable. Your comments are useful and help us generate better quality content based on your feedback. Subscribe to my channel here:https://www.youtube.com/channel/UCb66-jA-WR4-LlJqp8Sn2wg?sub_confirmation=1 The Passive Investors Club is a community of like-minded individuals seeking financial freedom through passive investing in commercial real estate. More information about our club: https://www.passiveinvestorsclub.com Follow Me Online Here: Instagram: https://www.instagram.com/dwainelclarke/ Facebook: https://www.facebook.com/DwaineClarkeOfficial LinkedIn: https://www.linkedin.com/in/dwaineclarke/ Website: http://passiveinvestorsclub.com Twitter: http://twitter.com/dwaineclarke Medium: http://medium.com/@dwaineclarke SoundCloud: https://soundcloud.com/dwaineclarke Podcast: https://podcasts.apple.com/us/podcast/wealth-through-real-estate-investing/id1457606006 Spotify: https://open.spotify.com/show/7B2wIQyiMgrcEJoqBUJzRR
In this episode Joe talks with the CEO of Erbe Wealth, Stephanie Walter. Stephanie is a legacy cash flow specialist, capital raiser, syndicator, and real estate investor. Feeling the need to chase the entrepreneurial spirit inside her, she started her own insurance agency 14+ years ago and has turned it into one of the most successful agencies in Colorado. In the episode they discuss… Stephanie leaving her W-2 job behind and becoming an entrepreneur in 2006 How she got into doing syndicated deals Dealing with accredited investors and who they are The possible next steps to take in this current real estate market Write Offs available in Syndication deals Having the freedom to now travel the country and try to hit every National Park with her family To contact Stephanie… Erbewealth.com You can find plenty of free downloads on the site! facebook.com/erbewealth To contact Joe… Joeevangelisti.com facebook.com/joeevangelistidotcom IG: @joeevangelistidotcom youtube.com/joeevangelisti To get a coaching call with Joe, head to ElevateWithJoe.com
Stephanie Walter is the CEO of https://erbewealth.com/ (Erbe Wealth) and a legacy cash flow specialist, capital raiser, syndicator, and real estate investor. She has been a financial educator for 15 years and a real estate syndicator for the last 10 years. Stephanie's passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation. Stephanie lives with her husband and young son in Colorado. KEY POINTS Real estate lessons from the insurance world How you can best use insurance in your investing approach. Unlearning what you know about money Legacy Banking Concept Investing strategies to build generational wealth Preferred investment vehicles (401k, IRA, etc.) LIGHTNING QUESTIONS 1. What was your biggest hurdle getting started in real estate investing, and how did you overcome it? Knowledge. Stephanie didn't know what she was doing and invested in herself by hiring a mentor and get an education. 2. Do you have a personal habit that contributes to your success? Working hard and sticking with something until she gets it done. 3. Do you have an online resource that you find valuable? https://www.costar.com/ (CoStar) https://www.crexi.com/properties (C)https://www.crexi.com/properties (rexi) 4. What book would you recommend to the listeners and why? https://www.amazon.com/Killing-Sacred-Cows-Overcoming-Destroying/dp/1929774516 (Killing Sacred Cows) by Garrett B. Gunderson and Stephen Palmer https://www.amazon.com/What-Would-Rockefellers-Do-Wealthy/dp/069263536X ( What Would the Rockefellers Do?) by Garrett B. Gunderson, and Michael G. Isom 5. If you were to give advice to your 20-year-old self to get started in real estate investing, what would it be? Learn about syndication and get out of the mentality of buying and holding your real estate property for a long time. RESOURCES Visithttp://m/gp/product/B00NB86OYE/ref=as_li_tl?ie=UTF8&tag=jacob0ee-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=B00NB86OYE&linkId=100a9d2905599266aa7088bba0a33d55 ( Audible) for a free trial and free audiobook download! https://erbewealth.com/ (ErbeWealth) https://facebook.com/erbewealth (Facebook) https://www.linkedin.com/company/erbe-wealth/ (LinkedIn)
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