Podcasts about forbes finance council

In this episode of the Winners Find A Way show, host Trent M. Clark sits down with M.C. Laubscher, founder of Producers Wealth and host of the top-ranked Cashflow Ninja podcast, to unpack how entrepreneurs can win the long game by mastering their money—not just chasing revenue. A former South African rugby player turned wealth strategist, M.C. shares how business owners can take control of capital, leverage the Infinite Banking Concept, and build lasting legacies without giving up ownership or peace of mind. If you're scaling a business and want to build true financial independence—this episode is your playbook. Key Topics Covered: How entrepreneurs can leverage life insurance through the Infinite Banking Concept Why cashflow—not net worth—is king for business success Financial defense: protecting your downside and staying liquid The mindset required to become your own banker M.C.'s top financial reads for rewiring your money mindset Why building generational wealth starts with a strategy Special Spotlight:

What if everything you've been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank?   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, accelerate your business growth, and safeguard your wealth in the long term. In this conversation, you'll uncover powerful strategies for taking control of your capital, sidestepping the pitfalls of Wall Street, and predictably multiplying your wealth.   Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your own banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating real cash flow. → How Cashflow Ninja influences over 7 million people worldwide.   M.C. Laubscher is a wealth strategist and the founder of Producers Wealth, where he assists business owners across the U.S. in implementing advanced financial strategies to build freedom and lasting legacies. He is the creator and host of the globally recognized podcast Cashflow Ninja, along with its accompanying shows, Cashflow Investing Secrets and Cashflow Ninja Banking, which reach millions of listeners and have earned recognition from Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. has also been featured in the Forbes Finance Council and The Million Dollar Round Table. As a frequent guest on leading business podcasts and a sought-after speaker, he equips audiences with practical tools to achieve financial independence and create generational wealth through alternative cashflow strategies.   Connect With M.C.:   Website X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Danielle Roberts is a founding partner of Boomer Benefits, a national top-producing agency specializing in Medicare-related insurance products across 47 states.   She's a member of the Forbes Finance Council, where she writes about Medicare Retirement and Personal Finance, and is also a past president of the Fort Worth chapter of the National Association of Health Underwriters.   Danielle discusses her pivot from journalism to business, sparked by financial necessity and nurtured through hands-on learning in the staffing industry.   She explains how her early hustle—cold-calling and door-knocking—laid the foundation for a business serving clients in 47 states.   Danielle highlights the complexity of Medicare and how Boomer Benefits stands out by offering not just insurance, but exceptional, ongoing client support.   Danielle emphasizes the importance of simplifying complex topics for clients, investing in team culture, and maintaining confidence and persistence as a new entrepreneur.     Website: Boomer Benefits LinkedIn: Danielle Kunkle Roberts   Previous Episode: iam292-founding-partner-helps-baby-boomers-navigate-medicare-and-supplemental-coverage   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Michiel (M.C.) Laubscher is the Founder of Producers Wealth, a wealth strategy firm that helps business owners across the United States implement and execute advanced alternative wealth strategies. He is also the creator and host of the top-rated investing podcast Cashflow Ninja, which has been downloaded millions of times in over 180 countries. A best-selling author, M.C. has written several books, including The 21 Best Cashflow Niches and Get Wealthy for Sure, and is a member of the Forbes Finance Council and the Million Dollar Round Table. In this episode… What if you could take full control of your finances and multiply your wealth without relying on big banks or Wall Street? Many entrepreneurs and business owners are looking for smarter, safer ways to protect and grow their capital, especially in uncertain times. But how exactly do you build a banking system that works in your favor? According to M.C. Laubscher, a leading expert in alternative wealth strategies, the key lies in using dividend-paying whole life insurance policies as the foundation of a personal banking system. He highlights how this approach creates guaranteed, tax-free growth, uninterrupted compounding, and private access to capital that doesn't depend on traditional financial institutions. The main effect? You become the banker — gaining control, flexibility, and the ability to finance your own investments while your capital continues to grow. M.C. explains how this system has been used by the ultra-wealthy for generations and why it's a misunderstood yet powerful strategy for creating lasting financial freedom. In this episode of The Same Day Podcast, host Yoni Schmidt is joined by M.C. Laubscher, the Founder of Producers Wealth, to talk about how to build your own banking system and multiply wealth. They explore how infinite banking works in practice, why life insurance is more than just a death benefit, and how to generate and redeploy cash flow strategically. M.C. also shares the difference between financial freedom and sovereignty.

What if everything you've been taught about managing your money as a business owner is wrong—and the real path to lasting wealth begins with becoming your own bank?   In this episode of Sharkpreneur, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform. He reveals why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, scale your business faster, and protect your wealth long term. In this conversation, you'll discover powerful strategies for taking control of your capital, avoiding the traps of Wall Street, and multiplying your wealth predictably.   Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your private banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating cash flow. → How Cashflow Ninja influences over 7 million people worldwide. M.C. Laubscher is the founder of Producers Wealth, where he helps business owners implement alternative wealth strategies to build freedom and legacy. As the creator and host of the popular Cashflow Ninja podcast, which has millions of downloads worldwide, M.C. has been recognized by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. is also a member of the Forbes Finance Council and The Million Dollar Round Table. He is a sought-after speaker and frequently appears on top business podcasts, sharing his expertise on financial independence and generational wealth.   Connect With M.C.: Producers Wealth Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated.So like any smart entrepreneur would do, he decided to build something better.Today, Rafael is the CEO of Wealth.com, a FinTech firm backed by Google Ventures and designed to modernize the estate planning process for advisors and their clients.In this Episode, Rafael sits down with Stacy to discuss: Rafael's backstory – How he went from Brazil to Silicon Valley to Wall Street Why his post-exit estate plan felt more like Mad Libs than modern finance How that clunky estate planning experience drove him to go from introverted software engineer to front-and-center CEOWhy it's actually easier to raise capital before the product exists (yes, really)About Rafael Loureiro:Rafael Loureiro is the CEO and co-founder of Wealth.com, the industry's leading estate planning platform. Under his leadership,Wealth.com has become the fastest-growing solution in the space, empowering 750+ wealth management firms to modernize the delivery of estate planning guidance. Backed by Google Ventures, Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial institutions—helping advisors scale, drive efficiency, and serve clients across the wealth spectrum.Rafael was named ThinkAdvisor's 2024 Executive of the Year in the financial planning technology category and also received the Advisor Choice Award for Technology Providers: CEO of the Year in the 2024 WealthManagement.com Industry Awards, where Wealth.com was recognized as the Best Technology Provider in the Trust category. A technology entrepreneur and product innovator, Rafael brings more than 20 years of technical and executive leadership experience across start-ups, growth-stage ventures, and Fortune 500 companies. Prior to founding Wealth.com, he served as Chief Technology Officer at Emailage, a global fraud prevention SaaS startup acquired by Lexis Nexis Risk Solutions in 2020.Rafael is a member of the Forbes Finance Council and an active community leader in the Phoenix start-up ecosystem. Originally from Brazil, Rafael has been in Arizona for over 20 years. Outside of work, he enjoys time with his family, hiking the Arizona desert, playing pickleball, reading, and gaming. Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

This week's Misfit Entrepreneur is MC Laubscher. MC is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies. He is also the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking which have been downloaded millions of times and listened to in over 180 countries. M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™, The 21 Next Level Cashflow Niches™and Get Wealthy for Sure™. And if that is not enough, he is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals worldwide. What I like about MC is that he is an entrepreneur who chose to do business in the financial space and I'm excited for him to share what he's learned along his journey! producerswealth.com/misfit/​ To see the full show notes and Misfit 3 for this episode, go to www.MisfitEntrepreneur.com. Show Sponsors: Entrepreneurs, what if there was a way to know you were hiring the best salespeople to drive your business? How much would that help your success? Well, with SalesDrive's DriveTest, you can! Drive is composed of three non-teachable traits shared by all top producers: Need for Achievement, Competitiveness, and Optimism. You can get a FREE DriveTest assessment to help you in your hiring efforts at www.MisfitEntrepreneur.com/SalesDrive 5 Minute Journal: www.MisfitEntrepreneur.com/Journal

Roy is a renowned asset protection expert in the top 1% of finance professionals.  He has helped thousands of families and entrepreneurs plan their finances to survive market fluctuations, unexpected life events, and other future hardships.       In the 1990s, when the US stock market crashed and his mother was disabled in an accident, Roy's family lost their home, savings, and assets. Roy, who was 14 then, realized the power of financial protection, social security, and long-term care. He chose a career as an insurance expert and simplifies complex safe money and consumer protection strategies today.  Roy has 14 years of insurance experience and has founded industry-leading brands like Roy Snarr Retirement Solutions and Snarr Academy. He is also an international bestselling author of Social Security 101 and Long Term Care.   More about Roy: Featured on NBC, Fox News, CNN, CBS, Nasdaq, and CW.  Has spoken at major events like MedicareCon and 8% Nation.  Member of the prestigious Million Dollar Round Table. Member of the Forbes Finance Council.     To get a sense of Roy, here's an appearance on The Power Players Podcast, where he talks about how he finds—and successfully closes—his most prominent insurance cases.  https://RoySnarr.com Entrepreneurial Journey and Insurance Insights In the meeting, Roy, an entrepreneur based in Austin, Texas, shared his 15-year journey of building a seven-figure insurance agency. He also mentioned his involvement in real estate investing, using income generated from his insurance practice to diversify. Michael, another participant, expressed his admiration for Austin's growth and the potential for insurance services in the booming area. Both participants shared their experiences and insights from their respective entrepreneurial journeys. Personalized Insurance Planning and Guidance Michael and Roy discussed the importance of insurance planning, emphasizing that it should be a personalized and robust process, not just a simple online purchase. They highlighted the need to understand individual and business needs and future planning, including end-of-life insurance and funeral expenses. Roy also pointed out the benefits of consulting an agent, as they are compensated directly by the insurance carriers and can provide valuable guidance. The conversation concluded with Michael expressing his interest in hearing more about Roy's journey in building a successful agency. Roy's Journey in Financial Services Michael and Roy discussed Roy's journey into the financial services industry despite his lack of prior background. Roy shared his experiences, including his initial struggles and eventual success through grassroots efforts such as door-to-door sales and networking. He also mentioned his move from California to Texas in 2018, where he had to rebuild his network from scratch. Roy expressed his determination and confidence in his ability to succeed in the industry, having done so before. Building a Successful Insurance Business Roy shared his journey of building a successful business, starting with a small team and reaching seven figures within the first three years. The company now helps consumers and individual agents, brokers, CPAs, and attorneys with insurance solutions. Roy also discussed the challenges and rewards of the journey, including the need to adapt to market changes and the importance of perseverance. Michael acknowledged Roy's journey and emphasized the importance of resilience in the face of adversity, using the example of the recent California fires as a reminder that things can be rebuilt. Entrepreneurship Challenges and Financial Stability Michael and Roy discussed the challenges of entrepreneurship and the importance of financial stability. Michael advised entrepreneurs to consider taking a part-time job to cover their basic needs, allowing them to focus on growing their business. Roy shared his experience of returning to a part-time job in the financial services sector after struggling with his business and working at Volkswagen. He emphasized the importance of having a financial safety net to avoid stress and maintain focus on business growth. Roy's Entrepreneurial Journey and Perseverance Roy shared his journey of becoming an entrepreneur, emphasizing the importance of self-investment and perseverance. He recounted how he sold his truck and dirt bike to invest in himself and immersed himself in personal development through coaching programs, books, and audio materials. Roy stressed the significance of passion in overcoming challenges and maintaining motivation and how he drew inspiration from successful individuals in his industry. He concluded by encouraging others to persevere and put in the necessary work, as he believes that success is achievable within a 24-hour day. Scaling Entrepreneurship and Time Management Michael and Roy discussed the importance of time management and delegation for entrepreneurs looking to scale their businesses. Roy shared his journey from solo entrepreneurship to building a team, emphasizing the need to delegate tasks one is not good at. He also highlighted the importance of time freedom alongside financial freedom. Roy encouraged entrepreneurs to learn from online resources like YouTube and invest in personal development. He also advised entrepreneurs to buy their name as a domain for easy online visibility.   

Learn how to maximize your short-term rental profits and minimize your tax burden with expert advice from Amanda Han. In this episode, we'll dive deep into the latest tax strategies, deductions, and best practices for STR investors.01:10 - Guest Introduction: Amanda Han's Tax Expertise02:25 - Maximizing Real Estate Tax Advantages04:50 - Understanding the Short-Term Rental Tax Loophole06:30 - Depreciation: A Game-Changer for Real Estate08:45 - Breaking Down Bonus and Accelerated Depreciation11:00 - Leveraging Tax Savings for Portfolio Growth13:15 - Simplifying Material Participation Requirements15:00 - Strategic Planning for Year-End Tax Benefits17:25 - Cost Segregation Studies Demystified19:40 - Tackling Misconceptions About Tax Strategies21:50 - Educating Syndicators on Tax Optimization24:10 - Key Questions to Ask When Hiring a CPA26:30 - Turning Tax Complexity Into Clarity28:45 - Short-Term Rentals as a Wealth-Building Tool31:15 - Navigating Tax Planning for High-Earners33:00 - The Power of Tax Planning for Generational Wealth35:20 - Implementing Tax-Efficient Investment Strategies37:45 - Understanding Tax Laws for STR Professionals40:00 - Strategic Partnerships for Real Estate Growth42:30 - Overcoming Common Tax Pitfalls45:00 - Final Advice for STR and Real Estate EntrepreneursGuest Bio:Amanda Han is a CPA and tax strategist who specializes in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. As founder of Keystone CPA, she educates investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401 (k) money for real estate, and much more.She is the author of the highly rated book Tax Strategies for the Savvy Real Estate Investor and has been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with Guest:https://www.instagram.com/amanda_han_cpa/Get FREE Access to our Community and Weekly Trainings:group.strsecrets.com

Learn how to maximize your short-term rental profits and minimize your tax burden with expert advice from Amanda Han. In this episode, we'll dive deep into the latest tax strategies, deductions, and best practices for STR investors.01:10 - Guest Introduction: Amanda Han's Tax Expertise02:25 - Maximizing Real Estate Tax Advantages04:50 - Understanding the Short-Term Rental Tax Loophole06:30 - Depreciation: A Game-Changer for Real Estate08:45 - Breaking Down Bonus and Accelerated Depreciation11:00 - Leveraging Tax Savings for Portfolio Growth13:15 - Simplifying Material Participation Requirements15:00 - Strategic Planning for Year-End Tax Benefits17:25 - Cost Segregation Studies Demystified19:40 - Tackling Misconceptions About Tax Strategies21:50 - Educating Syndicators on Tax Optimization24:10 - Key Questions to Ask When Hiring a CPA26:30 - Turning Tax Complexity Into Clarity28:45 - Short-Term Rentals as a Wealth-Building Tool31:15 - Navigating Tax Planning for High-Earners33:00 - The Power of Tax Planning for Generational Wealth35:20 - Implementing Tax-Efficient Investment Strategies37:45 - Understanding Tax Laws for STR Professionals40:00 - Strategic Partnerships for Real Estate Growth42:30 - Overcoming Common Tax Pitfalls45:00 - Final Advice for STR and Real Estate EntrepreneursGuest Bio:Amanda Han is a CPA and tax strategist who specializes in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. As founder of Keystone CPA, she educates investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401 (k) money for real estate, and much more.She is the author of the highly rated book Tax Strategies for the Savvy Real Estate Investor and has been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with Guest:https://www.instagram.com/amanda_han_cpa/Get FREE Access to our Community and Weekly Trainings:group.strsecrets.com

In this episode of ClickFunnels Radio, hosts Chris Cameron and Ben Harris welcome Gabby Berrospi, the founder of Latino Wall Street and a member of the Forbes Finance Council. Gabby, also a prominent figure in financial education for Hispanic communities, shares her inspiring journey into entrepreneurship and her mission to empower individuals through financial literacy. With experience in mainstream media outlets like Telemundo, Univision, and CNN, she discusses the importance of investing and understanding the economy within the Hispanic community. Tune in as Gabby reveals how her passion for finance led her to create impactful resources and events aimed at fostering financial growth and awareness. latinowallstreet.com/

Passion Fuels Purpose What if the key to unlocking your potential lies in discovering your passion?  In this episode, we chat with Stacy Francis about how discovering your passion can shape your life's journey and the importance of staying open to opportunities, allowing you to learn, adapt, and keep moving forward. Stacy Francis is the President and CEO of Francis Financial, a fee-only wealth management firm specializing in financial planning and divorce financial planning. With over 20 years of experience, she holds the CFP®, CDFA®, and CESTM designations. Stacy is also the founder of Savvy Ladies™, a nonprofit empowering women to take control of their finances. A nationally-recognized financial expert, she serves on CNBC's Digital Financial Advisor Council and the Forbes Finance Council, and contributes to The Wall Street Journal. Stacy is the host of the Financially Ever After podcast and author of Financial Help for Widows and the white paper Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. In her free time, Stacy enjoys indoor skydiving with her daughter.  Kristine Delano guides the conversation on how being intentional and brave about your passions leads to out of the box thinking and opportunities for growth.  Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. Episode References: Savvy Ladies Money Circles

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In this episode of the podcast, discover how to keep more of your hard-earned money with CPA and tax strategist Amanda Han. Learn game-changing strategies for video business owners, including the benefits of S-corps, smart write-offs, and using real estate to build wealth. Amanda shares practical tips to transform your approach to taxes and finance, helping you maximize profits and minimize stress. Key Takeaways  Learn how transitioning to an S-corp could significantly reduce your tax bill and save you thousands Discover often-overlooked tax write-offs for video professionals, including strategies for travel expenses Explore how real estate investments can boost your wealth-building efforts and provide tax advantages Understand the importance of regular bookkeeping and finding the right CPA to support your business goals About Amanda Han Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda & Matt have helped thousands of investors nationwide to save on taxes with proactive tax planning. In This Episode [00:00] Welcome to the show! [05:52] Meet Amanda Han [11:31] Write-Offs [21:39] S-Corp Versus LLC [35:08] Record-Keeping [38:30] Real Estate [47:01] Connect with Amanda [49:55] Outro Quotes  "It's not about how much money you make, it's about how much of it you actually get to keep." - Amanda Han, quoting Robert Kiyosaki "Saving more money really is the same as making more money. When you save in taxes, that's the easiest money you can make because it was already your money to begin with." - Amanda Han "We don't spend money for the write-off. The best way to do is to take a look at what we are already spending money on anyways, and say, how can I make sure this is a legitimate write-off?" - Amanda Han "What got you here won't get you there." - Ryan Koral, discussing business growth and the need for fresh strategies "I always look at what can we document before the trip, before that transaction, so that if it were to be questioned, I have a legitimate way to say, well, yeah, I spent $5,000 on that trip because I had these requests from these clients." - Amanda Han, on properly documenting business expenses Guest Links  Find Amanda Han online Follow Amanda Han on Instagram Access the free Tax Savings Toolkit Links  Find out more about 10xFILMMAKER   Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes

Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years' experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client's best interests.A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC's Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.Learn more: https://firstfinancial.is/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting

Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years' experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client's best interests.A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC's Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.Learn more: https://firstfinancial.is/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting

In this episode M.C. Laubscher shares more about his new Amazon #1 best-selling book, Get Wealthy for Sure™: The #1 Financial Strategy for Business Owners to Multiply Wealth Predictably. As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.'s passion is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families. M.C. is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies. M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking. The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts and Spotify. It has been downloaded millions of times in over 180 countries. M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™. M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals worldwide. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences. Interview Links: https://www.getwealthyforsure.com/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠ The 21 Most Unique Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠ The 21 Best Cash Growth Niches Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja ⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠ Cashflow Investing Secrets ⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠ Cashflow Ninja Banking ⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠ Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875

Join host David Serle and co-host Katie Beuter on Breakfast with the Broker as they welcome Michael Wall, Founder and CEO of Wall Private Wealth, U.S. Private Wealth, and Michael D Wall, LLC. As an official member of the Forbes Finance Council, Michael shares his insights on the importance of private equity, strategies for saving, and effective tax planning for high-net-worth individuals. Learn from this engaging discussion on wealth preservation, growth, and how to minimize taxes. Don't miss this episode packed with valuable advice for affluent families and individuals looking to secure their financial future!

Join us on this episode of the Passive Investing from Left Field podcast as we delve deep into the world of alternative wealth strategies with our special guest, MC Laubscher. Discover how to navigate beyond mainstream investments into unique niches like laundromats, fine whiskey, and even strategic metals. Learn from MC's vast experience on managing risk, diversifying portfolios, and generating passive income through innovative avenues. Whether you're an experienced investor or just starting out, this episode will open your eyes to new possibilities for building and securing your financial future. Don't miss out on this insightful journey into alternative investments and strategies that could redefine the way you think about wealth. Subscribe now and step into the world of alternative investing with confidence!  About M.C. Laubscher M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.'s passion -is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.Having figured out how to escape the rat race and matrix by implementing alternative cash flow strategies and replacing his income through cashflow investing in alternative assets, he shares how business owners can do the same.M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts. It has been downloaded millions of times in over 180 countries.M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals in the world. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.   Here are some power takeaways from today's conversation:2:51 His real estate journey10:19 Alternative wealth strategies and assets17:06 Wealth map24:36 His 3 books26:01 Cashflow niches30:34 Unique cashflow niches35:25 Cash growth niches40:52 How to get his books?42:44 Can the niches be passive?45:19 Podcast recommendations This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.       Resources Mentioned:Capital hacking: https://podcasts.apple.com/us/podcast/capital-hacking/id1453040812Resources Mentioned:Contact the guest:LinkedIn: https://www.linkedin.com/in/mclaubscher/Website: https://accountableequity.com/education/m-c-laubscher/Advertising Partners:Left Field Investors:https://www.leftfieldinvestors.com/Rust Belt Capitalhttps://rustbeltcapital.com/Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/Midloch:https://midloch.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Join us in welcoming the multifaceted entrepreneur Peter Goldstein to the Braving Business Podcast. With over three decades of C-suite experience, Peter has excelled as a founder, CEO, and Chairman across various high-impact sectors.Episode Summary:n this episode, we delve into Peter's extensive background, from establishing Grandview Capital Partners to chairing Siyata Mobile Inc. and advising emerging companies on public listings. Peter also shares his insights on the pivotal moments that shaped his career, mentorship, market cycles, and the exciting future trends he's keeping an eye on.Key Questions:1. Can you share with us your journey from your first entrepreneurial venture to now?2. Looking back, what pivotal moment reshaped your professional trajectory?3. Of all the roles you've held, which did you find most challenging and why?4. What's your approach to mentorship, and how has it influenced business growth?5. How do you interpret market cycles, and what signals a coming shift?6. What pitfalls should CEOs of emerging companies be wary of?7. Could you recount a time when a setback morphed into an invaluable lesson or opportunity?8. Tell us about the psychedelic medicine venture that didn't pan out—any takeaways?9. What trends are you excited about, and how are you preparing your companies to engage with them?Quotable Moments:"Adapting to market trends while maintaining core values has been the cornerstone of my success.""The most exciting businesses are those that look forward, adapt, and thrive."Connect with Peter:- Exchange Listing: [https://exchangelistingllc.com/](https://exchangelistingllc.com/)- LinkedIn: [https://www.linkedin.com/in/peter-goldstein-exchangelisting/](https://www.linkedin.com/in/peter-goldstein-exchangelisting/)Listener Engagement:We're eager to hear your thoughts on Peter's experiences and how they resonate with your own entrepreneurial journey.Disclaimer:The opinions shared by our guests are their own and do not necessarily reflect those of the Braving Business Podcast or its hosts.Remember to stay brave and open to learning from every venture.

In the Season Three Season Finale of The Crazy Ex-Wives Club, host Erica Bennett is joined by guest Dawn Dahlby delve into the pivotal relationship between personal values and financial health. Dawn, a Wealth Wellness Expert, certified financial planner, behavioral financial advisor and bestselling author has spent her life helping people grow their wealth – and it is so much more than the number in your bank account. The duo discusses how to integrate passions and values with financial planning, countering the scarcity mindset, and leveraging personal growth for financial success. Dawn provides a practical roadmap for financial independence with her six-step process and actionable steps. Erica's candid reflections on her spending habits and post-divorce financial self-discovery offer relatable wisdom. Listen in for an enlightening session on achieving true wealth, freedom of choice, and finding joy beyond your bank balance. Join us at The Crazy Ex-Wives Club, where women's autonomy and prosperity take center stage. Learn More About This Week's Guest: Dawn Dahlby As President and Founding Partner of Relevé Financial Group, Dawn has 20 years' experience as a CFP®, Behavioral Financial Advisor and Chartered Retirement Planning Counselor, and has grown Relevé into a multi-million-dollar comprehensive advisory firm. Dawn's specialized training combines her knowledge of human psychology with proven financial strategies, taking a ground-breaking, holistic approach when advising clients on how to manage their investment portfolios. Her expertise assesses the unique characteristics that drive each client's decision-making process and applies that knowledge to help them successfully achieve their financial goals. Dawn's engaging coaching style and results-oriented approach has led her to become a sought-after speaker at a wide range of professional seminars and corporate events. Her inclusion on the esteemed Forbes Finance Council marks another exceptional achievement in her impressive career.  Dawn Dahlby discusses the importance on how to build TOTAL WORTH by aligning wealth with ones' purpose, values, and strengths to live a true abundant life. She will share her story on how she "fearfully" built a 7-figure income that was worth “nothing” until she found, aligned & began living out her true worth. After listening to Dawn speak, you will be empowered to earn what you are worth, understand how you are limiting yourself with your thoughts, and learn how to live with true financial security.  Dawn Dahlby is a Certified Financial Planner, the country's first Behavioral Financial Advisor, the founder and president of the multi-million-dollar advisory firm Relevé Financial Group, author of Amazons #1 best-selling book “Live WELLthy™ and the creator of an education and financial planning platform. As a fiduciary with over 20 years of experience providing financial advice, she teaches people to save for tomorrow without having to sacrifice living today. https://dawndahlby.com Get Dawn's Book - Live WELLthy™  INSTAGRAM FACEBOOK YOUTUBE   Visit www.thecrazyexwivesclub.com for FULL TRANSCRIPTS --- Support this podcast: https://podcasters.spotify.com/pod/show/the-crazy-ex-wives-club/support

Mark Hojgaard is a well-known thought leader in the Fintech and Blockchain industry. Over the past 15 years, he pioneered mobile payments and prepaid cards and co-founded Coinify 2014, a reputable global blockchain payment company. Mark also serves as an advisor to various fintech startups in Scandinavia. He is recognised as a member of the Forbes Finance Council and the European Blockchain Commission advisory board. --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.

Today, we're talking about real estate tax strategies with Amanda Han, CPA. Amanda helps people use real estate to save massive amounts in taxes and keep their hard earned money. She is the author of Tax Strategies for the Savvy Real Estate Investor and has been featured in Forbes Finance Council, Money Magazine, and Talks at Google. In this episode, you'll learn about: 1. 2022's new law regarding 1099s. 2. Tax write offs you may be eligible for in 2024. 3. How your family members can help save you money. Stay tuned until the end to find out when you should seek the help of a CPA that specializes in real estate to help save you money! To connect with Amanda and Keystone CPA, click here. ===

Join us as we chat with CPA power duo, Amanda Han and Matt MacFarland from Keystone CPA, Inc. Dive into the tax implications of short-term rentals, explore the benefits of holiday homes, and learn key strategies for maximizing tax benefits in real estate investments. Plus, discover the importance of planning your taxes before year-end. Episode Summary In this episode, we explore vacation homes and what they could mean for you and your taxes. We decided to go all-in and dive into the tax implications relating to short-term rentals, and we couldn't think of a better pair to join us for this conversation than the vastly experienced and widely knowledgeable CPA duo, Amanda Han and Matt MacFarland! Amanda and Matt are the founders and managing directors of Keystone CPA, Inc., a financial advisory firm centered on the tax strategies of real estate investing. Join us as we define “depreciation” and “short-term rental,” compare the tax benefits of short-term and long-term, find out how holiday homes fit into the picture, tell you everything you need to know about material participation, and discuss the benefits of doing your tax planning and research before the end of the year. We also learn about the implications of changing your property from short- to mid- to long-term rentals, and after honing in on the strategies for maximizing tax benefits in investment partnerships, Amanda and Matt still have some tricks up their sleeve as they share more valuable tax-saving advice! About Today's Guest Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda & Matt have helped thousands of investors nationwide to save on taxes with proactive tax planning. Mentioned on the Show Amanda Han Amanda Han on LinkedIn Amanda Han on Instagram Amanda Han on X Matt McFarland LinkedIn Keystone CPA, Inc.  The Book on Tax Strategies for the Savvy Real Estate Investor ‘Episode 109: How Two Pharmacists Pay No Income Tax through Real Estate'  ‘Episode 18: Tax Strategies for Real Estate Investing'  Animals for Armed Forces  Airbnb Vrbo  ‘Episode 54: Using Cost Segregation to Optimize Real Estate Tax Benefits' Nate Hedrick on Instagram David Bright on Instagram Your Financial Pharmacist YFP Real Estate Investing Facebook Group

Nick Chandi is the CEO and Co-Founder of ForwardAI, a trailblazer in instant business payments. With two decades in accounting technology and finance, Nick not only leads ForwardAI but also co-chairs the BC Tech CEO Scale C-Council and contributes to the Forbes Finance Council. 0:00-5:00: Introduction and Forward AI  5:00-10:00: Importance of Cash Flow in Business and why businesses choose different payment platforms  10:00-15:00: The Emergence of FEDNOW and Traditional Banks   15:00-20:00: Canada V.S. America Fintech Ecosystem  20:00-25:00: The Next Big Wave After the Ai Boom  25:00-30:00: The Threats of Fraud and AI  30:00-35:00: Challenges of Operating a Remote Team  35:00-40:00: Advice to someone Leading A Remote Team  40:00-45:00: Recommendation to Collage Students and Conclusion 

We're thrilled to welcome the remarkable Stacy Francis to the show. She's the President and CEO of Francis Financial, a boutique wealth management and financial planning firm specializing in divorce financial planning. Stacy is a certified financial planner, divorce financial analyst, grief recovery specialist, and certified estate and trust specialist, with over two decades of experience in the financial industry.Stacy is also the founder of the nonprofit organization Savvy Ladies, the host of the Financial Ever After podcast, and the author of "Financial Help for Widows" and "Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce." Her expertise has earned her a place among the nation's leading wealth managers on CNBC's Digital Financial Advisor Council, a spot in the Forbes Finance Council, and recognition as an expert contributor to The Wall Street Journal.Stacy's passion is driven by her personal experiences. She witnessed her grandmother's abusive relationship with her grandfather, igniting her desire to empower women and ensure they have a strong financial foundation. Stacy also provides valuable insights into recognizing the signs of financial abuse and taking steps to protect yourself. The conversation delves into the significance of prenuptial agreements in marriages, dispelling misconceptions and highlighting their role in safeguarding both partners' interests. Her personal journey, from starting Savvy Ladies and Francis Financial with minimal resources to now being a successful social entrepreneur, is an inspiring testament to the power of resilience, sacrifice, and financial empowerment.Join us for an enlightening discussion with Stacy Francis as we unveil the unspoken truth about financial abuse and empower women to build secure financial futures.Resources mentioned include The National Domestic Violence Hotline at 800-799-7233.

Stacy Francis is the founder of the nonprofit Savvy LadiesTM and President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial PlannerTM (CFP®), Certified Divorce Financial Analyst® (CDFA®), Certified Grief Recovery Specialist® and Certified Estate and Trust Specialist (CESTM) with over 20 years of experience in the financial industry. Stacy is also the, host of the Financially Ever After podcast, and the author of Financial Help for Widows: A Complete Resource Guide as well as Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. She is a nationally recognized financial expert being one of twenty of the nation's leading wealth managers on CNBC's Digital Financial Advisor Council, a member of the Forbes Finance Council, as well as an expert contributor for Kiplinger and The Wall Street Journal. She has appeared in hundreds of media outlets and has received numerous industry awards, among them, Forbes Top Women Wealth Advisors, Investopedia's 100 Top Wealth Advisors, Investment News Top 20 Women to Watch in the United States and Financial Planning Magazine's Pro Bono Award. Stacy's info: Website: https://francisfinancial.com/ Website: https://www.savvyladies.org/ Facebook: https://web.facebook.com/savvyladies/ Instagram: https://www.instagram.com/savvyladies/ LinkedIn: https://www.linkedin.com/company/savvy-ladies Twitter: https://twitter.com/SavvyLadies YouTube: https://www.youtube.com/channel/UCVXCxiwThtDLh5ZzxDJqyNA Please click the button to subscribe so you don't miss any episodes and leave a review if your favorite podcast app has that ability. Thank you! Visit http://drlaurabrayton.com/podcasts/ for show notes and available downloads. © 2014 - 2023 Dr. Laura Brayton

Is it possible for individual investors to invest a small amount in real estate from different cities? In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks to John Green, founder of Nada and City Funds. Nada, as an investment platform, gives anyone access to investing in real estate backed by a team of experts who are overseeing selection of diverse properties in different locations.  Here's what you will expect in this episode: John's background from mortgage banking to founding Nada. How Nada and City Funds work? Taking Equity without having to refinance Types of properties in their basket of real estate assets. Identifying which cities to designate a City Fund for Evergreen funds, number of assets, and diversification Minimum investment amount and qualified investors Having downside protection in investments. On average holding time for equities About John Green: John Green is a co-founder of Nada, where he has served as CEO since its inception. In addition, Mr. Green is a Managing Partner of Cityfunds. Prior to his role as CEO of Nada, Mr. Green spent 10+ years in the mortgage industry where he led teams for Strategy & Innovation, and Risk & Quality. Prior to his career in financial services, Mr. Green was a professional recording and touring artist where he published two albums. Mr. Green has been a member of the American Society of Composers, Authors, and Publishers since 2006. Mr. Green is also an active and published member of the Forbes Finance Council. John Green Links: Website: https://www.nada.co/   Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Ben is the Founder and Managing Director of Adagio Group. He has led Adagio from a single-entity real estate investment company in 2005 to become an innovative financial institution providing fund management and capital financing services across asset classes through its discrete operating structures. Ben has extensive knowledge in quantitative finance, the application of risk engineering principles, and private securities transactions. He currently holds FINRA Series 65 and Florida Real Estate Licenses, is a member of the Forbes Finance Council, and is the best-selling author of The Shadow Banker's Secrets: Investment Banking for Alternatives. The book and its masterclass offer to learn how to not only identify and create superior risk-adjusted investment performance but how to compliantly securitize it to raise unlimited capital as your own bank.Get a copy of Benjamin Summers' book, “The Shadow Banker's Secrets: Investment Banking for Alternatives [2nd Edition]” by clicking on this link: https://www.amazon.com/Shadow-Bankers-Secrets-Investment-Alternatives/dp/1959840223/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1682537851&sr=8-1 Connect with Benjamin Summers:Website: https://www.theadagiogroup.com/home Facebook: https://www.facebook.com/AdagioGroup Twitter: https://twitter.com/adagiollc?lang=en LinkedIn: https://www.linkedin.com/company/adagio-llc TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152 Partner Links -- We use these apps and get amazing results and huge time savings too!Design tool: Canva Pro: Create Stunning Design in Minutes!Check out Headliner to create social media posts with video easily- make.headliner.appSimplecast is the easiest way to set up your podcast hosting- Simplecast.comZoom is the easiest way to schedule meetings and record your podcast interviews. Zoom.usAcuity is the easiest way to schedule your podcast interviews, meetings, and life.Acuityscheduling.com

Meet Tracy Lownsberry, the dynamic founder of Annuity Giants, who is shaking up the insurance sector with his unique approach. This former Special Ops Soldier and Police Officer decided to pivot into the world of insurance amid the Covid crisis. Tracy believes in continuous personal growth and attributes his success to his strong faith. A member of the esteemed Forbes Finance Council 2023, he currently impacts lives positively through his venture - Annuity Giants, providing insurance exposure for advisors.In this episode of Gathering The Kings, we unpack the importance of ethical conduct in business, even at the cost of profits, and the role of technological innovation in boosting profitability. Transparency with clients emerges as a non-negotiable value, and Tracy elaborates on how an ethical foundation can help in damage control when inevitable mistakes occur. This is not just another episode, it's a treasure chest of insights and practical advice! So, ready yourself, hit that play button, and immerse yourself in this thought-provoking conversation with Tracy Lownsberry on Gathering The Kings!During this episode, you will learn about;[01:20] Intro to Tracy and his business[01:56] Tracy explains what annuities are and the types of annuities that you can have[03:21] Why Tracy continues to push himself in his business[09:53] Tracy's background before getting into insurance[15:43] Does Tracy love to win or hate to lose?[18:17] Tracy discusses a good decision that he has made in business[28:39] Bad decisions that Tracy has made that he has been able to learn from[35:25] Tracy's book recommendation[37:20] How does Tracy obsess over his business and family life at the same time[43:03] Advice Tracy would give to the younger version of himself[44:36] How to connect with Tracy[46:37] Info on Gathering The Kings MastermindNotable QuotesIgnorance is not a self-defense against ill will." - Tracy Lownsberry"When you fail, learn from it, fail forward, and become a better person." - Tracy Lownsberry"You should structure your business to positively impact your family or your personal life." - Tracy Lownsberry"Time is a commodity you cannot create more of." - Tracy Lownsberry"Live in the moment. Don't be absent. Don't wish you were elsewhere. Live there. That's what I wish I had done." - Tracy Lownsberry"Ensure it's fuel, not a grudge or a negative emotion, because that stuff will consume you." - Chaz Wolfe (Host)"There's a building period where you can't just hold out your hand and say, 'look, I deserve X.' Yes, you're a good person, but your finances are what will allow that time with your family." - Chaz Wolfe (Host)Books and Resources Recommended:Urban, Hal. Positive Words, Powerful Results. Simple Truths, 2004.Amazon.com: Positive Words, Powerful Results: Simple Ways to Honor, Affirm, and Celebrate Life (Audible Audio Edition): Hal Urban, Hal Urban, Simon & Schuster Audio: Audible Books & OriginalsLet's Connect!Tracy Lownsberry's Info:Website: https://upnorthretirement.com/E-mail:

Allow Amanda Han, CPA, to guide you into the intricate art of shaping your success in today's episode as she reveals the secrets to offsetting your income with advanced real estate tax strategies. Never be afraid of tax seasons and keep more of your hard-earned money by tuning in!Key Takeaways to Listen forReal estate tax-reduction strategies high-income earners need to know aboutHow to qualify as a Real Estate Professional for tax purposesBenefits of bonus depreciation investors should be aware ofCommon tax-related mistakes and how you can avoid themInsider tips for successful investments in 2024 real estateResources Mentioned in This EpisodeRich Dad Poor Dad by Robert T. Kiyosaki | Kindle and PaperbackGoogle CalendarThe Book on Tax Strategies for the Savvy Real Estate Investor by Amanda Han and Matthew McFarland | Kindle and PaperbackFree Apartment Syndication Due Diligence Checklist for Passive Investor If you are interested in learning more about how to save on taxes, download Amanda's free tax savings toolkit on https://www.keystonecpa.com/.About Amanda Han, CPAAmanda Han is a CPA and tax strategist specializing in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. Amanda is co-author of the highly rated book Tax Strategies for the Savvy Real Estate Investor. She has been featured in prominent publications, including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio, and the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with AmandaWebsite: Keystone CPAInstagram: @amanda_han_cpaFacebook: amanda_han_cpaTo Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Traditional investment has been practiced for quite a few generations of investors now and has been largely successful and reliable. However, the current evolution of technology and market trends has produced more asset classes that could call into question that reliability. Is the traditional portfolio good enough, or could we be missing out on opportunities here? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Drew Spaventa of The Spaventa Group (TSG), about traditional investment portfolio versus alternative investments. Learn how TSG helps investors through sound financial planning, seeing through the hype, and promoting financial education and awareness for their clients.  Here's what you will expect in this episode:  Drew's background: From a stockbroker to launching TSG  On Alternative Investments  Disadavantages of the 60/40 Portfolio  On diversification of assets and more options for investors  How alternative investment industry changed?  On educating people about asset classes and financial strategies  Technology in investing.  How TSG provides investment opportunities  Chasing an idea vs chasing the team behind it.  Process of vetting potential opportunities  Utilizing a network to get access to financials.  On red flags and dealbreakers  On company valuation and growth  Projected trends in the next 5-10 years  On retail investment, liquidity and short-term mindsets.  On clarifying liquidity with clients.  On inflation, financial planning, and putting money to work.  On TSG subsidiaries focusing on specifics About Drew Spaventa: Drew Spaventa is the fearless founder and CEO of The Spaventa Group (“TSG”). After over a decade in finance as an investment manager, managing director, and fund manager, Drew decided to achieve his vision of creating an “investment firm of tomorrow”, and thus TSG was born. Drew is currently a member of the Forbes Finance Council and regularly appears on top podcasts. Drew Spaventa Links: Website: www.tsginvest.com Facebook: www.facebook.com/tsginvest/ Twitter: twitter.com/tsginvest LinkedIn: www.linkedin.com/company/tsginvest IG: @tsginvest Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Ehud Gersten is a managing partner at Perch Wealth, where he assists and advises investors. With extensive experience in securities, real estate, and law, he has represented various clients in state and federal courts, including homeowners' associations and real estate developers. Ehud holds multiple degrees and registrations, including a law degree from Boston University. He has been featured in prominent publications like Bloomberg and the New York Times for his real estate work. As an active member of the Forbes Finance Council, he also serves on the board of non-profit organizations and has volunteered with the San Diego Superior Court.   Here's some of the topics we covered:   1031 Exchange Introduction The Inside Details of a 1031 Exchange What Exactly is a DST in Real Estate? Diversifying Funds To Other Assets The Extraordinary Benefits of a DST What Happens When You Sell and Use a 1031 The Pain Surrounding The Economic Environment The DST Work Around When Selling a Property   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com  

Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more.  They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda & Matt have helped thousands of investors nationwide to save on taxes with proactive tax planning. HIGHLIGHTS IN THIS EPISODE: 00:00 - Intro 02:09 - Background 06:38 - Tax Advantages 09:02 - Active vs Passive Income 11:15 - Real Estate Professional 14:13 - The Sandwich Method 16:44 - Legal Entities  20:03 - Tax Mistakes 26:34 - Deductions 28:18 - Keystone CPA 31:54 - Connect CONNECT WITH OUR GUEST: https://www.keystonecpa.com IG: @AmandaHanCPA CONNECT WITH OUR HOST: Marta is a mom of two boys, healthcare strategist by day, and real estate investor by night. Connect on LinkedIn: https://www.linkedin.com/in/marta-cieslak-suarez-317a5611/ Follow on IG: @martacieslaksuarez --------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/

Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. They have helped thousands of investors nationwide to save on taxes with proactive tax planning.  Amanda and Matt shed light on the importance of working with a knowledgeable real estate expert, who specializes in navigating the complex tax landscape. As they discuss the limitations of CPAs' understanding of real estate investing, they emphasize the value of strategic planning in this lucrative market. They dive deep into the three most effective tax strategies for passive investors. These secret sauces are a game-changer! They uncover the latest tax benefits, incentives, and economic changes to ensure maximum returns.  Looking to improve your tax strategy? In this episode, Amanda and Matt share valuable insights on how to develop a new mindset and approach taxes with confidence. Grab a notebook and get ready to take notes!   In this episode we discuss: Amanda and Matt's background and how it all started for them.  The importance of working with a tax strategist.  Top 3 tax strategies for passive investors.  Key tax changes to be aware of in the current economy.  What recapture is and how you can plan it as a strategy.    Connect with Amanda Han & Matt Macfarland:  www.keystonescpa.com  Instagram: https://www.instagram.com/amanda_han_cpa/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  Email: info@pantheoninvest.com 

Tarang Gupta hosts Nick Chandi, Co-Founder and CEO of ForwardAI. ForwardAI provides a full suite of accounting data solutions for banks, lenders, fintechs, accountants, and small businesses. In this episode you will hear about: - Why most SMEs struggle to get funding from traditional banks - How ForwardAI uses data aggregation to predict clients' cashflow needs - State of the fintech ecosystem in Canada - Nick's vision for the next 5 years And much more! About Nick Chandi Nick is the CEO and Co-founder of ForwardAI. Before starting FowardAI, Nick co-founded SlickPie, which provides online accounting software for over 40,000 small businesses. In 2019, Nick had a successful exit from a firm he co-founded called Welcome Networks. Nick has an MBA and a bachelor's in engineering. He is also Co-chair of the British Columbia Tech CEO Scale C-Council and regularly contributes to the Forbes Finance Council. About ForwardAI FowardAI is a Canada-based fintech startup that provides aggregated accounting and business data to help businesses to gain insight and control over their financial information. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

Think beyond financial wealth and focus on accumulating and leveraging the different types of capital to fulfill the life you deserve. That's what MC Laubscher, the Cashflow Ninja, teaches us to do as he talks about alternative investment strategies and education, and how to break free from the matrix.He also dove deeper into discussing the 10 types of capital and why you should invest in it. Listen in as he shares with us his predictions on the current state and future of the economy and society. Tune in now and find out the importance of understanding the great reset and adapting to the changes it brings as well! Key Points from This Episode:MC shares his life's background story.How do the questions you ask determine the quality of your life? How did MC come up with the name ‘Cashflow Ninja' and what does it mean?MC's philosophy when investing: striving to be better every single day.MC talks about his key predictions for the next five years.What is wealth based on MC's opinion and why?What and where is MC currently investing in?MC discusses the 10 types of capital and why it is wealth for him.Why is it important to invest in yourself and how is it going to build capital?Tweetables:“That's kind of my philosophy of how I approach business and investing. I just tried to get better every day. I don't know everything there is to know you'll never be able to do that. I have so many blind spots, I still make so many mistakes, but I just try to be better every single day.” – MC Laubscher“I do books, newsletters. Now, full-publishing company, and then also a mastermind and cashflow ninja story with a goal of sharing cashflow, investment strategies of helping people escape the rat race and get to financial freedom.” – MC Laubscher“The economy is completely going to change, it's going to be more digital.” – MC Laubscher“Wealth, in my opinion, consists of capital, knowing what types of capital you should be focusing on, and accumulating. Because capital is a store of value, right? So what types of capital do you accumulate that's going to go up in value in an environment that's turbulent, and that is resetting, so that what you have is valuable, and it's going to be repriced in whatever system is being rolled out in the coming years.” – MC Laubscher“When you focus on those types of capital, which I see as wealth because if you accumulate more of it, it just becomes more and more and more valuable. And it gives you a much more well-rounded scorecard than just a bank balance and a ton of properties.” – MC LaubscherLinks MentionedCOVID-19: The Great Reset BookCashflow Ninja WebsiteAbout MC LaubscherM.C. Laubscher is a husband, father and serial investor, entrepreneur, and successful podcaster, with a passion to assist investors and business owners, creating, recovering, warehousing, and multiplying cashflow through advance strategies. A Forbes Finance Council member, M.C. is a contributor to global finance publications and creator and host of the top-rated business and investing podcasts including Cashflow Ninja (downloaded 3 million times in 180 countries) and Cashflow Investing Secrets. M.C. is also President and CEO of Producers Wealth, a virtual wealth creation firm that assists investors, and business owners to set up and implement Infinite Banking.

Harness the benefits of passive real estate investing in this week's episode with Amanda Han, CPA, as she details powerful tax strategies and a real estate perspective from a taxation standpoint. Dial in to be proactive with your taxes, start earning more, and reduce your taxable income legally today!WHAT TO LISTEN FORThe rewarding side of real estate from a CPA's perspectiveDepreciation: What it is and how to use it to offset your real estate incomeHow to choose the right CPA for your real estate businessImportant things new real investors should understand about taxesWhat is the ideal asset class for passive investing?RESOURCES/LINKS MENTIONEDThe Book on Advanced Tax Strategies by Amanda Han and Matthew MacFarland https://amzn.to/405VwdWRich Dad Poor Dad by Robert T. Kiyosaki https://amzn.to/3ZYqrsTCashflow Quadrant by Robert T. Kiyosaki https://amzn.to/3LFsEFkThe Book on Tax Strategies by Amanda Han and Matthew MacFarland https://amzn.to/3TwS9KCBiggerPockets https://www.biggerpockets.com/Access Keystone CPA's FREE Tax Savings Toolkit and discover ways to save your taxes by clicking on this link: https://www.keystonecpa.com/eBook-Download  ABOUT AMANDA HAN, CPAAmanda is a CPA and tax strategist specializing in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. She helps educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. She is the author of the highly rated book “Tax Strategies for the Savvy Real Estate Investor” and has been featured in prominent publications, including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.CONNECT WITH AMANDAWebsite: Keystone CPA  https://www.keystonecpa.com/ Instagram: https://www.instagram.com/amanda_han_cpa/LinkedIn: https://www.linkedin.com/in/amandayhan/CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com

Amariah Olson is the Founder of Olson Capital Investments. A commercial real estate investor, Amariah has turned $3k into $50+ million in assets, with over $100m in private transactions. Through Olson Capital Investments, Amariah purchases undervalued properties, including multifamily, hotels, and retail, turns them around and sells them.   Amariah and his brother Obin have had over 30 years combined experience in startup/business management, project development, financing, and real estate investing. They have produced films with global distribution in over 50 territories through major companies such as Sony, Best Buy, Redbox, and Walmart. They have produced advertising campaigns for Nickelodeon, Nasdaq, Sprint, and the US Marines. Additionally, they have been responsible for running teams of 20-100 personnel on their multi-million dollar apartment community renovation and film projects.    Amariah is also the co-founder of Yield Crowd, and co-founder of Olson Pictures. He is a Cannes finalist, a two-time midsouth Emmy Award winner, and was a 2006 nominee for the Daytime Emmy's. Additionally, Amariah is a member of the Forbes Finance Council. --  -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com. Catch up on past Critical Mass Business Talk Show interviews... YouTube: https://lnkd.in/gHKT2gmF LinkedIn: https://lnkd.in/g2PzRhjQ Podbean: https://lnkd.in/eWpNVRi Apple Podcasts: https://lnkd.in/gRd_863w Spotify: https://lnkd.in/gruexU6m #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning

Martin Whittaker is a recognized leader with over twenty-five years' experience at the intersection of global business, finance, philanthropy and social and environmental impact. He is the founding CEO of JUST Capital, the leading nonprofit in the stakeholder capitalism arena, and is responsible for the overall leadership of the organization. He is also a senior advisor to Edelman, a co-founder and Board member of the CREO family office investment syndicate, a board member of H2 Clipper, a member of the Forbes Finance Council and Forbes Contributor, a member of Harvard Business School's Impact Weighted Accounts Initiative Advisory Council, and a Commissioner to the World Business Council on Sustainable Development's inequality initiative. Martin was recently named to the 2020 NACD Directorship 100 – the annual list of the most influential people in the boardroom and on corporate governance – and to Business Insider's 2020 List of 100 People Transforming Business. Previously, he served as a board member of the Carbon Disclosure Project U.S., and as a member of the G7 Impact Taskforce's Working Group on Impact Transparency and Integrity, an Advisory Council Member of PayPal's Employee Financial Wellness Program, and a member of Robin Hood Foundation's Taskforce on Racial Justice. Prior to JUST Capital, Martin was a founding partner and investment committee member at Sonen Capital, an impact investing firm, where he led private equity, real asset and direct investing activities. Martin has also served as Director of MissionPoint Capital Partners, a family office-led private equity firm; Senior Vice President at Swiss Re, where he was part of the Environmental and Commodity Markets team; and Managing Director at Innovest Strategic Value Advisors, Inc., a pioneering sustainable investment advisory and ESG research firm. Martin received his Ph.D. from University of Edinburgh, an MBA from the University of London, an M.Sc. from McGill University and a B.Sc. from University of St. Andrews. Martin has also served as an Adjunct Professor at the University of Toronto, provided expert testimony on environmental markets to the U.S. Senate, consulted to multiple major corporations on sustainability- and impact-related matters, and been an invited speaker and guest lecturer at business schools including Yale, Columbia, Harvard and MIT, He is a published writer and has presented to audiences at, among others, the World Economic Forum, the White House, CNBC, The New York Times, Bloomberg, Financial Times, The Wall Street Journal, the Economist, and the BBC. --- Support this podcast: https://anchor.fm/toby-usnik/support

Lee Henderson is the Americas EY Private Leader for Ernst & Young, a company he has worked with for the past 27 years. As a private leader and advocate for entrepreneurial access, Lee works with teams across the EY Americas Area to support high-growth entrepreneurs and private middle-market companies. In addition to his role at EY, Lee is a board member of The Big Shoulders Fund and the Robert R. McCormick Foundation. He is also a member of the Forbes Finance Council and The Economic Club of Chicago. He graduated from California State University in Hayward with a Bachelor of Science degree in Accounting. Lee joins us today to discuss leveraging corporate resources to support minority-owned businesses. He describes his role as the Americas EY Private Leader and as a mediator between large companies and individuals who want to start a business. He discusses EY's Entrepreneurship Access Network program and how it helps Black, Hispanic, and women founders and entrepreneurs. He also offers advice to minority entrepreneurs and business owners and shares the ways investors and larger companies can turn their social awareness into concrete action. “To minority entrepreneurs: be bold, have a lot of pride, and do not think of your company as a ‘small' business. Think about your five-year-plan and your potential to scale.” - Lee Henderson This week on Breaking Barriers: ●     Lee's background and journey to EY●     His latest role and responsibilities as the Americas EY Private Leader●     Lee's function as a connector between large companies and individuals who want to start a business●     Different ways to create capital and fund minority-owned businesses●     EY's top-down approach to Diversity, Equity, & Inclusion●     Lee's membership in The Big Shoulders Fund, The Economic Club of Chicago, and The Robert R. McCormick Foundation●     Turning awareness into action and Lee's advice to investors and large companies in supporting minority-owned businesses Connect with Lee Henderson: ●     EY●     EY on LinkedIn●     EY on Facebook●     EY on Twitter●     EY on YouTube●     Lee Henderson on LinkedIn●     Lee Henderson on Twitter This podcast is brought to you by Hire Ground Hire Ground is a technology company whose mission is to bridge the wealth gap through access to procurement opportunities. Hire Ground is making the enterprise ecosystem more viable, profitable, and competitive by clearing the path for minority-led, women-led, LGBT-led, and veteran-led small businesses to contribute to the global economy as suppliers to enterprise organizations. For more information on getting started please visit us @ hireground.io today! If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify Be sure to share your favorite episodes on social media and join us on Facebook, Twitter, and LinkedIn.

CPI hits the bullseye – perfectly inline with expectations. Optimism returns – market on the move - but what about those pesky valuations? Earnings season – starts...right now. Our guest Alex Shahidi – Evoke Advisors, talking about Risk Parity. Check this out and find out more at: http://www.interactivebrokers.com/ Alex is a Managing Partner and Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm's largest institutional consulting groups, advising more than $10 billion in assets. In 2014, Alex co-founded ARIS, where he, along with co-founder Damien Bisserier, oversaw the firm's research and client service efforts. In 2019, they launched the RPAR Risk Parity ETF, which quickly became one of the largest Alternative ETFs in the country. ARIS merged with Evoke Advisors in 2020 and the combined firm currently advises over $20 billion in assets. Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families. He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans. Alex is a Chartered Financial Analyst (CFA®), a Certified Investment Management Analyst (CIMA®), a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®). Barron's magazine has repeatedly ranked him as one of America's Top 100 Independent Financial Advisors, Top 1,200 Financial Advisors and Top 1,000 Financial Advisors. Alex graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California. Alex is a prolific writer. His first book titled Balanced Asset Allocation: How to Profit in Any Economic Climate, was released in late 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award as well as in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily. In 2021, he launched his second book titled Risk Parity: How to Invest for All Market Environments. Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo Finance and for articles in the Wall Street Journal, Barron's, and other major publications. He has also been featured in numerous podcasts including Capital Allocators, The Investor's Podcast, and Seeking Alpha. Alex is also a member of the Forbes Finance Council and regularly contributes content for Forbes.com. Table Discussed in this episode Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (AMZN), (SBUX)

In this Best Of episode, we look back at Martin Wittaker of JUST Capital. Whether you know it or not, JUST Capital is playing a crucial role in business by supplying the economy with critical knowledge that holds companies accountable based on what they hear directly from the American public and how the American public believes they should behave. In this episode, JUST Capital CEO Martin Whittaker and I had a thought-provoking conversation around the present and future of business. We explored how JUST's public rankings help direct market forces to build a better future, where we are in the journey towards stakeholder capitalism, why it's absolutely necessary to create a more equitable economy, and what business leaders can do to bring about this change. Martin Whittaker Martin Whittaker is the founding CEO of JUST Capital and is responsible for the overall leadership of the organization. He is also co-founder and Board member of the CREO Syndicate, a family office investment network; a Board member of the Carbon Disclosure Project U.S.; and a member of the Forbes Finance Council and Forbes Contributor. Some of Martin's previous work includes co-founding the impact investing firm Sonen Capital and serving as the Director of MissionPoint Capital Partners, a family office-led private equity firm. Martin received his Ph.D. from University of Edinburgh, an MBA from the University of London, an M.Sc. from McGill University and a B.Sc. from University of St. Andrews. This episode of Lead With We was produced and edited by Goal 17 Media and is available on Apple Podcasts, Google Podcasts, and Spotify. You can also watch episodes on YouTube at WeFirstTV.   Resources Learn more about JUST Capital Connect with Martin on LinkedIn For case studies and other free resources about purposeful business, go to WeFirstBranding.com Simon's new book, Lead With We, is now available for pre-order on Amazon, Google Books and Barnes & Noble. Check it out!

In this episode, I have a conversation with Stacy Francis. Stacy is the President and CEO of Francis Financial boutique, a wealth management and financial planning firm dedicated to improving women's lives through financial and personal empowerment.The firm provides ongoing comprehensive advice for individuals and couples and specializes in helping widows and divorcing or divorced women. Stacy is also the founder of the non-profit, Savvy LadiesTM which helps and provides resources to all women.She is a nationally recognized financial expert being one of twenty of the nation's leading wealth managers on CNBC's Digital Financial Advisor Council, a member of the Forbes Finance Council, as well as an expert contributor for The Wall Street Journal.LISTEN IN AS WE DISCUSSRoadmap to financial security and financial empowermentCommon tensions for couples/wives/women and financesHow long-term financial security starts with advocating for self And, moreConnect with Tamikawebsite: tamikamctier.comInstagram: _tamikamctierConnect with Stacywebsite: www.FrancisFinancial.com  https://www.facebook.com/FrancisFinancialInc/  https://www.linkedin.com/company/francisfinancialinc

D.O. interviews Leslie Heimer, MBA. She is proof that you can have it all - even if it's not always in balance. Leslie is a 20-year mortgage veteran who has owned and run mortgage companies while also being a top producer.  She's a licensed real estate agent and owns a social media marketing consulting business. On top of being a bad-ass mortgage professional, productive real estate agent, owner of a marketing company - Leslie is a social media influencer, phenomenal mother and supportive wife. If that wasn't enough - she sits on the Forbes Finance Council, has her MBA and was named ‘Most Influential Thought Leader For Real Estate' for branding and marketing in 2021.  www.TLOPonline.com for MORE CONTENT!

Ben Fraser is the Managing Director at Aspen Funds, a private fund that operates real estate funds for investors. He has raised over $100M in the past several years. Before Aspen Funds, Ben worked as a commercial banker and underwriter in boutique assets management. He's also a contributor to the Forbes Finance Council and a co-host of the Invest Like a Billionaire podcast. Ben's experience in real estate and banking taught him that even though successfully navigating a recession and rising interest rates can be challenging, the best opportunities appear when the economic landscape is shifting. In today's conversation, he reveals why ultra-wealthy individuals and organizations allocate significant portions of their investment portfolios outside the stock market and in alternatives—like real estate, private equity and hedge funds—while the average investor mainly works with stocks and bonds. We also go over his strategies for successfully navigating recessions, why he likes multifamily and self-storage, and his thoughts on the future of the US economy.Free GiftNick's giving away the first 5 chapters of his book, The 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatherings. The book is designed to show you how throwing small parties in a strategic way can be the easiest method to building your network. To get access to this gift, visit LifestyleInvestor.com/108Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/108Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.