Podcasts about generational wealth

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Best podcasts about generational wealth

Show all podcasts related to generational wealth

Latest podcast episodes about generational wealth

Real Money Talks
Is Whole Life Insurance Strategy Your Missing Wealth Piece?

Real Money Talks

Play Episode Listen Later Oct 31, 2025 41:49


Today I sit down with Jason Henderson, my partner in Insurity, to break down one of the most misunderstood topics in finance: life insurance strategy. Together, we explain how properly structured life insurance can reduce taxes, protect assets, and build generational wealth that lasts for decades.Listen in as we unpack how families like the Rockefellers used life insurance strategies to preserve wealth for six generations, while others lost fortunes in just two. Whether you're an entrepreneur, a high-income earner, or someone planning for the future, this conversation will show you how to use life insurance strategies to build legacy wealth, lower your tax burden, and gain control over your money, for life and beyond.Loral's Takeaways:Understanding the Journey to Becoming a Millionaire (01:13)Generational Wealth and Family Dynamics (02:30)The Role of Insurance and Financial Planning (05:28)The Importance of Tax Strategy and Planning (06:53)The Impact of Financial Education and Mindset (12:21)The Benefits of Whole Life Insurance (12:40)The Role of Mutual Companies in Whole Life Insurance (24:44)The Practical Application of Whole Life Insurance (26:57)Meet Jason:Dr. Jason I. Henderson has been a financial coach for over 10 years. Both of His parents were teenagers during the depression. As a result, he grew up knowing the importance of having control over one's own financial situation, and the devastating effects of dependence on common market practices.Jason's passion for financial education has fostered in him a desire to constantly explore and research creative, safe ways to build wealth. His introduction to IBC 10 years ago spurred his desire to teach the vital message of financial independence. He has since helped many individuals and small business owners increase their security, wealth, and profitability. His favorite part about teaching IBC is the thrill that comes when those he coaches recognize how these principles can change their lives. The most common response he gets from those he coaches is,“I wish I had known about this years ago.”In this time of economic uncertainty I feel that I am doing a service to my clients and community by educating them through our workshops and by making them aware of what is really going on when it comes to personal and government debt and how that will effect generations to come.Connect with Jason:https://insuretysystems.com/Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting...

Investor Fuel Real Estate Investing Mastermind - Audio Version
Tax Free Real Estate Capital w/ Indexed Universal Life—Principal Protection & Policy Loans Explained

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 21, 2025 24:53


Host Erika speaks with Kayla Leatherwood of Leatherwood Finance about her innovative approach to financing real estate investments through indexed universal life insurance policies. Kayla shares her journey into real estate, the concept of being your own bank, and how she helps others achieve financial freedom. The conversation also touches on common misconceptions about financial products and the importance of educating consumers about their options. Kayla discusses her future plans for expanding her reach and the various ways she aims to help others in their financial journeys.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Rhema Church
Dads Hold the Key to Wealth

The Rhema Church

Play Episode Listen Later Oct 20, 2025 54:24


When dad shows up, structure is built, stability is established, and success is possible. Success isn't just about your spiritual life or how hard you pray. Real breakthrough comes from knowledge and the family structure. Using examples from scripture, modern life, and his own experiences, Dr. Gabriel Allen Powell brings clarity to topics like the power of education and instruction, the importance of stable family structures, the necessity of planning and vision, building confidence, and nurturing resilience. s from knowledge, structure, teamwork, and the ability to endure and adapt.Catch On Fire PodcastsThis channel does a deep dive into the scriptures so as to teach what it means to be...Listen on: Apple Podcasts SpotifySupport the showText encounteratl to 94000 to stay up-to-date on all things Encounter.Worship with EncounterSundays at 9 AM ET | Wednesdays at 7:30 PM ETSupport EncounterText egive to 77977 Connect with EncounterFacebook | Instagram | TikTok | YouTube | WebsiteConnect with Dr. GabeInstagram | YouTube | Website

CFO at Home
220. Lessons from Generational Wealth Part 2 - The Real Secrets of the Wealthy

CFO at Home

Play Episode Listen Later Oct 20, 2025 27:13


This episode of CFO at Home is Part 2 of Vince·s conversation with Chase Collins, Certified Master Life Coach and author of "Trust Your Trust Fund." This time out Chase and Vince explore the often misunderstood dynamics of wealth and the mindset that surrounds it. They dive into common misconceptions about the wealthy, such as the belief that money solves all of our problems, and discuss the stigmas faced by those who inherit wealth. Chase shares insights on the importance of mindset, emphasizing the difference between operating from a place of scarcity versus abundance. Vince and Chase also tackle the notion of doing what you love and how that intersects with financial success, the role of networking, the impact of societal inequalities, and the traits that distinguish financially successful individuals from those who struggle. For more about Chase and his work, visit TheTrustFundCoach.com. Key Topics: Debunking Myths About Wealth and Inheritance The Impact of Mindset on Financial Success Understanding Scarcity vs. Abundance Mentality Networking and Its Role in Building Wealth The Relationship Between Passion and Financial Success Insights on Philanthropy and Generosity Among the Wealthy Key Links TheTrustFundCoach.com Trust Your Trust Fund Chase Collins (@trustfundcoach) • Instagram  Chase Collins | LinkedIn Contact the Host - vince@thecfoathome.com Check out full video of the podcast on YouTube! - CFO at Home on YouTube Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x84079330903067250  

Willie D Live Podcast
Jason Mitchell Speaks On False Allegations Made Against Him While Filming "The Chi", Getting The Role Of Eazy E In Straight Outta Compton Over Eazy E's Son, Passing Down Generational Wealth & More!

Willie D Live Podcast

Play Episode Listen Later Oct 20, 2025 77:37


Subscribe To The Willie D Live Audio Podcast at:https://podcasters.spotify.com/pod/show/williedlivepodcastArtistActivist InvestorPodcasterSupport This ChannelCashApp http://cash.app/$williedlive PayPal http://www.paypal.me/williedlive Support My Foundationhttps://marvelousbridge.orgFollow me on Social Media:Instagram: williedliveTwitter: williedliveTikTok: williedliveFacebook: williedofficial

First Things First With Dominique DiPrima
Jamaican Flavors Bring a Taste of Generational Wealth with James & Janet Dinnall + NO BS Headlines

First Things First With Dominique DiPrima

Play Episode Listen Later Oct 20, 2025 41:27 Transcription Available


In the Wealth Building Wednesday spotlight we feature James and Janet Dinnall, a husband-and-wife duo who are elevating their Jamaican roots to bring authentic flavors to kitchens everywhere. Montego Island Foods aims to add spice to your life while building generational wealth.https://montegoislandfoods.com/https://www.instagram.com/diprimaradio/

First Things First With Dominique DiPrima
Jamaican Flavors Bring a Taste of Generational Wealth w/James & Janet Dinnall + NO BS Headlines

First Things First With Dominique DiPrima

Play Episode Listen Later Oct 20, 2025 40:25


In the Wealth Building Wednesday spotlight we feature James and Janet Dinnall, a husband-and-wife duo who are elevating their Jamaican roots to bring authentic flavors to kitchens everywhere. Montego Island Foods aims to add spice to your life while building generational wealth. https://montegoislandfoods.com/ https://www.instagram.com/diprimaradio/

I Am Refocused Podcast Show
Dr. Joaquin E. Wallace - Your Roadmap to Generational Wealth

I Am Refocused Podcast Show

Play Episode Listen Later Oct 18, 2025 53:11


Dr. Joaquin E. Wallace is a nationally recognized financial strategist, author, and behavioral finance educator whose mission centers on economic mobility and generational transformation. A former appointee to the California State Quality Education Commission, he is the author of Generational Wealth Begins with Generational Knowledge® and Welfare to Work: A Practitioner's Perspective on How to Develop and Implement a Successful Welfare to Work Program — a blueprint that has helped thousands transition from public assistance into sustainable, white-collar careers.Dr. Wallace's pioneering Welfare to Work model was featured in both Black MBA Magazine and Essence Magazine, which spotlighted his commitment to job readiness, corporate placement, and long-term career retention for marginalized communities. His approach blends workforce development with community empowerment — ensuring participants not only find employment but retain and advance in professional spaces often inaccessible to them.Honored with the Wells Fargo Living History Makers Award, Dr. Wallace is also recognized in the Contemporary Black Biography series, which documents the lives of African Americans who are reshaping economic, cultural, and social narratives. Through his proprietary Seven-Stage Generational Wealth Model©, he integrates behavioral finance, neuroscience, and culturally attuned coaching to help families build wealth that lasts.Get the book: https://www.amazon.com/Generational-Wealth-Begins-Knowledge%C2%AE-Empowerment/dp/B0FG1WMKB2http://www.drjwallace.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.Thank you for tuning in to I Am Refocused Radio. For more inspiring conversations, visit IAmRefocusedRadio.com and stay connected with our community.Don't miss new episodes—subscribe now at YouTube.com/@RefocusedRadio

The Basement with Tim Ross
Financial Shame - College Debt, Generational Wealth for Kids, & Stewardship | Wide Open #131

The Basement with Tim Ross

Play Episode Listen Later Oct 16, 2025 182:02


Financial Shame - College Debt, Generational Wealth for Kids, & Stewardship | Wide Open #131

The Inclusive AF Podcast
Navigating Chaos by Design: HR's Role in Social Equity and Generational Wealth w/ Ashley & Desiree

The Inclusive AF Podcast

Play Episode Listen Later Oct 16, 2025 36:01


Consistent and Predictable Community Podcast
Learn to Earn 6 Figure Just by Investing -Dustin Heiner

Consistent and Predictable Community Podcast

Play Episode Listen Later Oct 14, 2025 7:44


What you'll learn in this episode:How to turn rental properties into lasting generational wealthWhy being “successfully unemployed” starts with changing your mindsetThe truth about passive income (and how to actually achieve it)How to find the right markets and the right teamsCreative ways to fund your deals — from private money to credit linesWhy treating real estate like a business is the real key to freedom

The Ugandan Boy Talk Show
Breaking the Cycle: Generational Wealth for East African Families | Kakurah Ninsiima | TUBTS Podcast

The Ugandan Boy Talk Show

Play Episode Listen Later Oct 14, 2025 50:46


In this episode, Kakurah Ninsiima, Ugandan-born author and founder of Diamonds Consulting Inc., joins Bonny Kibuuka to talk about her new book A Guide to Building Generational Wealth in East African Families.Kakurah shares how purpose, discipline, and financial literacy can transform how families handle money and legacy. From her journey in Kampala to building a consulting firm in Canada, she breaks down what it really takes to move from earning income to building structured wealth that lasts generations.We discuss:Why financial literacy is the foundation of true wealthHow to create family systems that sustain beyond one generationCultural barriers holding East Africans back financiallyHow parents can teach children money discipline earlyThe importance of clarity, purpose, and structure in achieving financial success

The Sandy Show Podcast
“iPhone Hacks, Bad Boys, and the Dads Who Knew Better”

The Sandy Show Podcast

Play Episode Listen Later Oct 13, 2025 16:50 Transcription Available


: What do you do when your daughter keeps dating the wrong kind of guy—and you were once that guy yourself?In this episode of The JB and Sandy Show, the crew dives into the timeless tension between protective parents and rebellious young love. Sandy, JB, and Tricia share hilarious and heartfelt stories about their own youthful misadventures, the dads who tried to intervene, and the full-circle moments that come with raising daughters of their own. But it's not all parenting and past regrets—this episode also delivers a surprisingly useful iPhone hack that blew JB and Tricia's minds, a nostalgic look at lazy 80s workout machines, and a debate over which Texas city really holds the crown for wealth and status. 

CFO at Home
219. Lessons from Generational Wealth Part 1

CFO at Home

Play Episode Listen Later Oct 13, 2025 26:10


On this episode of CFO at Home, Vince·s guest is Chase Collins, a Certified Master Life Coach and author of "Trust Your Trust Fund." Chase shares his unique perspective on generational wealth, drawing from his own experiences as a fifth-generation inheritor. Vince and Chase discuss the challenges faced by those who inherit wealth, including feelings of entitlement, the importance of building a life of purpose, and the psychological impact of sudden wealth syndrome and how it can affect relationships and personal well-being. For more about Chase and his work, visit TheTrustFundCoach.com. Key Topics: Understanding Generational Wealth and Its Challenges The Importance of Purpose and Fulfillment Sudden Wealth Syndrome: Psychological Impacts Finding Clarity and Direction with Inherited Money Redefining Wealth: Beyond Material Possessions Building a Legacy: Lessons for First-Generation Wealth Builders Key Links TheTrustFundCoach.com Trust Your Trust Fund Chase Collins (@trustfundcoach) • Instagram  Chase Collins | LinkedIn Contact the Host - vince@thecfoathome.com Check out full video of the podcast on YouTube! - CFO at Home on YouTube Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

The Jamal Bryant Podcast
New York Undercover' Star Malik Yoba Speaks on Surviving Death and Generational Wealth | S4 E4

The Jamal Bryant Podcast

Play Episode Listen Later Oct 9, 2025 53:11


Join our Membership or Support our Channel to get access to perks:https://www.youtube.com/channel/UC1yEY95beOqcUz5TUqxqVgQ/joinIn Episode 4, Pastor Jamal Bryant sits down with actor and activist Malik Yoba for a raw conversation on survival, Hollywood, and building Black wealth. From New York Undercover to Netflix's Kings of Jo'burg, Malik opens up about being shot at 15, surviving open-heart surgery, and living by his father's wisdom: “Build your own generator so when they turn off the power, you still have lights.”He reflects on working with Tupac, his decades in film and TV, and how he's using real estate and storytelling to empower Black and Brown communities for the next generation.#MalikYoba #JamalBryantPodcast #LetsBeClearPodcast #Season4 #BlackExcellence #KingsOfJoBurg #NewYorkUndercoverThe Jamal Bryant Podcast "Let's Be Clear" is a conversation that rips off the bandaid to serious relevant issues in the community and around the country. It assesses the wounds and offers prescriptions of insight, understanding and direction. No punches are pulled, but jabs are thrown to hit right between the eyes of every listener. New Episode Drops every Thursday at 12pm est. at jamalbryant.orgFollow or Subscribe on our socials ~https://www.facebook.com/jamalbryantpodcasthttps://www.instagram.com/jamalbryantpodcast/https://www.tiktok.com/@jamalbryantpodcast https://twitter.com/jamalbryantpod

Grow A Small Business Podcast
QFF: Nic McGrue of Polymath Legal: Helping Entrepreneurs and Real Estate Investors Raise Capital Legally, Build Passive Income Streams, and Create Generational Wealth with Smart, Compliant Investment Strategies. (Episode 733 - Nic McGrue)

Grow A Small Business Podcast

Play Episode Listen Later Oct 9, 2025 23:45


QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse!   Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week.   Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends!   In this episode of Quick Fire Friday, host Rob Cameron interviews Nic McGrue, founder of Polymath Legal, reveals how he helps real estate investors and business owners legally raise capital while protecting their interests under U.S. securities laws. He shares insights on common mistakes to avoid, the importance of proper legal documentation, and how strategic compliance can unlock growth opportunities. Nic also highlights inspiring success stories, including turning around a family-owned winery and helping a client expand from 30 single-family homes to over 800 multifamily units. This episode is packed with practical, real-world advice for anyone serious about raising funds the right way and building lasting generational wealth. Key Takeaways for Small Business Owners: Organize your finances early – Clean, accurate financials make you more credible and attractive to investors.   Start networking before you need capital – Build relationships and trust so investors are ready when opportunities arise.   Understand securities laws – Know the legal side of raising funds to avoid costly compliance mistakes. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Assemble a strong support team – Partner with skilled legal, financial, and underwriting professionals for smoother deals.   Disclose risks honestly – Transparent communication builds investor confidence and protects you legally. Plan for growth, not just funding – Focus on long-term strategy, scalability, and creating generational wealth through smart investments. One action small business owners can take: According to Nic McGrue, one action small business owners can take is to get their financials in order — by maintaining clean, accurate records and proper documentation, they can build investor confidence and be fully prepared when it's time to raise capital. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

Saint Louis Real Estate Investor Magazine Podcasts
From Generational Curses to Powerful Generational Wealth with Billy Dha Kidd

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Oct 9, 2025 53:16


Billy Dha Kidd shares how breaking generational curses begins with owning your choices, embracing discomfort, and focusing your mind on growth. Learn how discipline and patience transform ordinary lives into extraordinary wealth and freedom.See full article: https://www.unitedstatesrealestateinvestor.com/from-generational-curses-to-powerful-generational-wealth-with-billy-dha-kidd/(00:00) - Welcome Back to The REI Agent with Guest Billy Dha Kidd(00:16) - From Music to Mindset: The Story Behind “Generational Curses to Generational Wealth”(03:47) - Lessons From the Music Industry: Starting a Record Label and Learning Business the Hard Way(05:17) - No Excuses: Building Success Through Self-Education and Accountability(08:05) - Gratitude and Growth: Turning Flat Tires Into Life Lessons(09:34) - The Power of Being Uncomfortable: Choosing Challenge Over Comfort(11:49) - Winning the Day: Morning Routines That Build Resilience and Success(15:46) - The Road to 80 Doors: From Construction to Real Estate Freedom(18:58) - The Snowball Effect: How Small Wins Compound Into Big Results(21:26) - Putting Yourself Out There: The Power of Visibility and Networking(23:33) - Keep It Simple: Why Boring Real Estate Still Builds Wealth(25:06) - Flipping vs. Holding: Choosing Wealth Over Flash(30:37) - Patience, Perspective, and the Green Lamborghini Goal(32:28) - Emotional Control and Wealth: Why Feelings Can Destroy Fortunes(34:15) - Teaching the Next Generation: Modeling Success and Financial Wisdom(35:57) - Progress Over Perfection: The True Meaning of The Million Dollar Hustle(46:22) - Living in the Present: Gratitude, Family, and Building a Life You Don't Need to Escape(47:44) - Golden Nugget: “Reality Exists Only Where the Mind Creates a Focus”(48:16) - Recommended Reads: Think and Grow Rich, The Power of Being Uncomfortable, and 10X(51:46) - Where to Find Billy Dha Kidd and The Million Dollar Hustle Podcast(52:57) - Closing Thoughts from Mattias and EricaContact Billy Dha Kiddhttps://www.billydhakidd.com/https://www.instagram.com/billydhakidd/https://www.youtube.com/BillyDhaKiddIf Billy's story inspired you to trade comfort for growth and excuses for action, start creating your own legacy of generational wealth today. For more life-changing insight, visit https://reiagent.com

Money Meets Medicine
How Money Stories Shape Wealth (and Jimmy Turns 40)

Money Meets Medicine

Play Episode Listen Later Oct 8, 2025 29:20


Did you know that 90% of families lose their wealth by the third generation? In this thought-provoking episode, Justin Harvey and Dr. Jimmy Turner unpack how our earliest experiences with money—whether it's growing up with scarcity, abundance, or something in between—profoundly shape our financial mindsets as adults.Jimmy reflects on turning 40, childhood memories of bankruptcy, and how those experiences created a scarcity mindset he's had to actively overcome. Justin shares insights from working with clients whose core money beliefs—formed in childhood—still drive their decisions decades later. Together, they explore how to move from victim to victor when it comes to financial identity, and how to help your children build healthy money habits even in an environment of abundance.From practical parenting tips to mindset shifts, this episode blends personal reflection, financial psychology, and real-life stories to help you rewrite your own money narrative—and guide the next generation to do the same.

Target Market Insights: Multifamily Real Estate Marketing Tips
$25 Million Raised, No Banks, and Generational Wealth with Derek Dombeck, Ep. 754

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Oct 7, 2025 38:26


Derek Dombeck is a seasoned real estate investor, national speaker, and international bestselling author who has navigated the ups and downs of real estate since 2003. Known for his expertise in creative deal structuring, private lending, and relationship-based investing, Derek has completed thousands of transactions while helping investors gain control over their financial futures. Today, he leads Generational Wealth, where he teaches others how to build lasting legacies through intentional business and personal vision.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Learn to operate without banks by mastering creative deal structures and private lending. Building relationships—not relying on institutions—provides flexibility and resilience in any market. Investors must prioritize communication and integrity to maintain trust with lenders and partners. Success is rooted in having a clear vision for life first, and building business strategies around that. Control and freedom come from understanding “why” you want wealth, not just “how” to achieve it.     Topics From Losing Everything to Creative Control Derek started in the early 2000s with bank financing but lost nearly everything in the 2008 crash. Learned to rebuild through creative financing and raising private capital instead of relying on institutions. Founded a private lending business averaging 20–25 loans per month, lending over $3 million monthly. Why Relationships Beat Banks Institutional lending is transactional—private lending is relational. Investors who communicate transparently with private lenders can work through tough times and maintain trust. Reputation and reliability are worth more than a few basis points in interest savings. Raising Private Capital Raised over $25 million by building genuine connections and paying investors before himself. Early mistake: not developing a network soon enough. Now teaches investors to focus on building long-term trust and a solid track record. Creating a Vision-Led Life Entrepreneurs often trade a 9-to-5 job for a “5-to-9” grind—without defining what they actually want. Derek emphasizes creating a written life vision first, then building a business to support it. The question isn't how much money you want, but why you want it—and how it supports the life you envision. Rethinking Goals and Ownership Many chase status symbols (like beach houses or luxury cars) without questioning their purpose. Derek explains how experiences can be enjoyed today without waiting decades—like renting a dream home instead of owning it. True wealth is freedom to live intentionally, not accumulation of “stuff.”    

Wings Of...Inspired Business
Insider IRS Secrets: Sherry Peel Jackson on Protecting and Growing Wealth in Uncertain Times

Wings Of...Inspired Business

Play Episode Listen Later Oct 7, 2025 49:58


Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who's helped over 100,000 professionals legally reduce taxes and build lasting wealth. With over 35 years of experience, she's the creator of the KPG System—a proven method to Keep, Protect, and Grow your income without risky investments. She's also the author of How To Escape The Rat Race and a passionate speaker empowering people to take control of their finances and create generational wealth.  

Matters of the Heart & Soul
Financial Planning & Generational Wealth with Vaughn Showell

Matters of the Heart & Soul

Play Episode Listen Later Oct 7, 2025 61:04


Vaughn Showell is a season Financial Services Executive, Veteran, and trusted Business Strategist, bringing over 25yrs of experience across mortgage banking and advanced financial planning services. As a retired US Army Special Agent in Counterintelligence, Vaughn blends disciplined leadership with real-world insight, fostering trust and credibility to his financial advisory roles. Grab these gems in this episode, and keep your family and loved ones financially secure!

The Mike Litton Experience
From Poverty to PhDs: Dr. Cedric B. Howard on Leadership, Legacy & Generational Wealth

The Mike Litton Experience

Play Episode Listen Later Oct 6, 2025 50:20


The Kailah Lee Show: Limitless Woman
#6 The Energetics of Generational Wealth: Rising Beyond Money Codes

The Kailah Lee Show: Limitless Woman

Play Episode Listen Later Oct 6, 2025 24:31


What if money was never about what you do? What if wealth has nothing to do with your job title, productivity, or worthiness—and everything to do with the frequency you hold? In this episode, Kailah King shares a never-before-publicly-shared prophecy about the future of money and wealth by 2027. We explore the transition from 3D money (fear, scarcity, and survival) into 5D wealth (abundance, trust, and limitless expansion). This is more than a conversation about money—it's about becoming the embodiment of generational wealth, rewriting inherited patterns of lack, and creating a new legacy for yourself and your family. What You'll Experience in This Episode:

Money Talks with Terry Sanvold
10/4: The Generational Wealth Shift

Money Talks with Terry Sanvold

Play Episode Listen Later Oct 4, 2025 40:27


Grazing Grass Podcast
190. Balancing Grazing, Goats, and Generational Wealth with Dana Tinney Wilson

Grazing Grass Podcast

Play Episode Listen Later Oct 1, 2025 86:50


Dana Tinney Wilson of Chantilly Ranch in Northern California returns to the Grazing Grass Podcast to share what's new since her first appearance in episode 50. Dana and her husband Gary raise Boer goats, Highland cattle, and Dexter cattle, direct-marketing beef to their community while also using goats for fire abatement and neighborhood grazing services. She talks about adapting her grazing management, expanding into irrigation, and the role her children now play in the family operation. Dana also introduces the infinite banking concept, a financial strategy she has adopted for building resilience and long-term security for her family and ranch.Topics covered in this episode:Dana's recent marriage and family involvement on the ranchRaising Highland and Dexter cattle, including selling direct-to-consumer beefThe role of goats for meat, fire prevention, and community grazing contractsManaging predator pressure and challenges with electric nettingShifts in grazing strategy, including irrigation and rest periodsBuilding big-picture goals for profitability, regeneration, and legacyConsidering adding pigs to meet market demandHow her daughter's horse training business fits into the ranch visionA deep dive into infinite banking and how it can provide stability and intergenerational wealthThis episode is for graziers who want inspiration on building a profitable, regenerative, family-centered ranch while exploring creative ways to finance growth. Dana's story blends practical grazing insights with long-term financial thinking that may spark new ideas for your own operation.Resources mentioned in this episode:Chantilly RanchHolistic Management by Allan SavoryNoble Research Institute's MarketSMART Ranching courseRedmond Agriculture mineralsNelson Nash's book on Infinite Banking

The Kailah Lee Show: Limitless Woman
#5 The Frequency of Luxury & The Codes of Generational Wealth

The Kailah Lee Show: Limitless Woman

Play Episode Listen Later Oct 1, 2025 22:09


In this soul-expanding episode, Kailah King takes you behind the scenes of her most powerful investment yet — a multiple five-figure luxury retreat in Egypt — and the inner alchemy it required to step into that decision. This isn't just about money. It's about frequency, faith, and choosing your highest timeline. Inside this conversation, you'll discover:

BTC Sessions
Bitcoin Core Crisis: Why Risk a New Bitcoin War? | Tomer Strolight

BTC Sessions

Play Episode Listen Later Sep 30, 2025 84:37


Mentor Sessions Ep. 031: Bitcoin Core V30 Controversy: OP_RETURN Limit Removal, Spam Risks, Bitcoin Knots Debate, & Bitcoin Ethos | Tomer StrolightIs Bitcoin Core V30 a reckless betrayal or a pointless non-issue? Dive into this explosive BTC Sessions interview with Tomer Strolight, former tech executive and prolific Bitcoin author, as we unravel the polarizing Bitcoin Core V30 controversy. Discover why removing the OP_RETURN limit is sparking outrage—opening doors to spam like inscriptions, JPEGs, and BRC20 tokens, bloating the blockchain and hiking fees. Tomer exposes the Bitcoin Knots debate, with 20% of nodes ditching Core for alternatives, and questions Bitcoin developers' stewardship: Should they prioritize decentralization and neutrality, or risk diluting Bitcoin's ethos as sound money?Chapters:00:00:00 Intro & Teaser: Heightened Tension in Bitcoin00:01:19 Core V30 Explained: Data Carrier Size Filter Removal00:02:25 Inscriptions History & Shitcoining on Bitcoin00:04:21 Community Uproar & 20% Node Shift to Knots00:06:50 Suspicious Justifications for V30 Changes00:08:19 Doctor Analogy: Removing "Useless" Features00:10:23 Why V30 Feels Reckless: Untested Wholesale Changes00:12:49 Experience vs Bad Judgment in Development00:15:03 Core's Loss of Trust & Stewardship Issues00:17:34 Silver Lining: Don't Trust, Verify & More Implementations00:20:19 Learning from SegWit/Taproot Mistakes00:23:12 Bitcoin's Political System: Proof of Work Consensus00:26:17 How to Learn the Core vs Knots Debate00:33:13 Visualizing Bitcoin's Gossip Protocol00:35:57 Developers' Responsibility & Core Ownership Debate00:39:41 Ideal Developer Role: Focus on Monetary Priority00:43:41 Bitcoin's Ethos: Spirit of Sound Money00:47:30 Non-Monetary Uses Detract from Bitcoin's Purity00:50:39 Worst-Case Scenarios: Censorship vs Deterring Adoption00:54:09 Cost of Leaving the Filter: Non-Issue Maintenance00:57:34 Mining Centralization Risks from V3001:00:51 Bitcoin Mining Evolution & Future Prognosis01:05:47 Marketing Bitcoin & Role of Art01:09:18 Tomer's Spiritual Awakening Through Bitcoin01:13:05 Bitcoin Unlocks Humanity's Spirit of Freedom01:17:29 State of Canada: Resources & HardinessAbout Tomer StrolightFormer tech executive, prolific Bitcoin author. Creator of films like "Bitcoin is Generational Wealth" and books like "Why Bitcoin."X.com: @TomerStrolightNostr: tomer@nostrs.comnpub: npub1cq0ryx70gfpz0d8u3yz4qm8g6f3z8p3m4yq3g0y4j4gpnz6qm5mq9w3z0Website: tomerstrolight.medium.com

Reclaiming Your Hue
Ep. 68 with Robin Edgar | Founder, Wealth Progression Group

Reclaiming Your Hue

Play Episode Listen Later Sep 30, 2025 127:53 Transcription Available


Hit the Net, Climb Back Up: Embracing Life's Valleys as SpringboardsWhat if your biggest challenges were actually divine preparation for your greatest purpose? Join us as Robin Edgar, seasoned wealth strategist with 35+ years of experience, shares her remarkable journey from teenage motherhood to guiding clients through life-changing financial decisions.Robin introduces her powerful "trapeze analogy" that reframes how we view life's transitions. "We can be swinging comfortably on our trapeze, but real growth happens when we let go to catch the next bar," she explains with hard-earned wisdom. "The space between—catching air—that's where transformation happens." Her framework of living at the intersection of faith, family, and finance offers a refreshing holistic approach to decision-making that transcends typical financial advice.This conversation goes far beyond money matters. Robin reveals practical strategies for navigating major life decisions, including her two-step approach: creating a detailed pro/con list and asking "what's the worst that could happen?" She challenges listeners to examine who they're seeking advice from, noting that "don't take advice from people more messed up than you" and "if you're the smartest person in the room, you're in the wrong room."Perhaps most powerful is Robin's perspective on life's valleys. "Your muscles aren't built by swinging back and forth on the trapeze. They're built when you hit the net," she shares, explaining how her own challenging moments became the foundation of her strength. Her mantra to "begin with the end in mind" provides a clarifying lens for evaluating choices, whether in business, parenting, or personal growth.Ready to rethink how you approach transitions and build strategy around the people you surround yourself with? Listen now and discover how to transform setbacks into springboards toward your greater purpose.Resources Mentioned:Book: 7 Habits of Highly Effective People by Stephen R. CoveyConnect with Robin:Personal Website: Robin EdgarBusiness Website: Wealth Progression GroupEmail: Contact the Host, Kelly Kirk: Email: info.ryh7@gmail.com Get Connected/Follow: The Hue Drop Newsletter: Subscribe Here IG: @ryh_pod & @thekelly.tanke.kirk Facebook: Reclaiming Your Hue Facebook Page Credits: Editor: Joseph Kirk Music: Kristofer Tanke Thanks for listening & cheers to Reclaiming Your Hue!

Wade Borth - Sage Wealth Strategy
Maintaining Long Term Generational Wealth

Wade Borth - Sage Wealth Strategy

Play Episode Listen Later Sep 30, 2025 11:07


In this episode of the Wade Borth Podcast, Wade explores why so many families lose their wealth within just a few generations and what can be done to stop the cycle. Using real-life examples from farming families and well-known legacies like the Vanderbilts and Rockefellers, Wade dives into the critical role of education, communication, and intentional planning in preserving generational wealth. He highlights the importance of family banking, setting standards for stewardship, and creating systems that help future generations understand, respect, and grow the legacy they inherit. Episode Highlights 01:01 - Education over money for generational success. 01:15 - The Vanderbilt wealth decline. 01:48 - Rockefeller vs. Vanderbilt comparison. 02:33 - Importance of education in farming families. 03:23 - Third generation observation gap. 04:18 - Educating future generations. 05:39 - Educated stewardship vs. poor stewardship. 06:41 - Passing knowledge and understanding. 07:36 - Family banking business concept. 08:04 - Success indicators beyond money. 09:03 - Intentional planning and legacy systems. 10:02 - Building a family financial education system. Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com

Better Wealth with Caleb Guilliams
How to Create a Family Banking System Using Life Insurance | with Jayson Lowe

Better Wealth with Caleb Guilliams

Play Episode Listen Later Sep 25, 2025 65:47


Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review00:00 - Introduction 02:19 - Ascendant Financial Business Model Overview05:50 - Financial Mindset: The Key to Long-Term Control and Success10:23 - What Most People Get Wrong About Infinite Banking12:23 - Why Clarity Matters in Financial Education14:40 - Life Insurance as a Tool for Wealth Building17:23 - How the Family Banking System Works22:50 - Spotting the Right Financial Opportunities23:53 - Teaching Financial Responsibility to the Next Generation27:30 - Understanding the "Be Your Own Banker" Strategy30:41 - Investing vs. Lending33:13 - Jason's Analogy for money flow36:27 - Liquidity and Opportunity Cost39:12 - How Cash Value Loans Work45:20 - Generational Wealth vs. Generational Values47:00 - Estate Planning and Protecting the Legacy51:00 - Golden Rules of Infinite Banking For the Next Generation55:00 - How Family Lawyers Manage and Monitor Transactions______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Grandma's Wealth Wisdom
Generational Wealth Done Right

Grandma's Wealth Wisdom

Play Episode Listen Later Sep 24, 2025 44:06 Transcription Available


In this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets.   Together, we discuss: Why estate planning matters and the myths that keep people from doing it. Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome. How grief, trauma, and family secrets can complicate financial decisions. The dangers of poor planning, from taxes to risky investments. Why passing down values and vision matters as much as passing down money. Practical steps: family meetings, communication, and building a professional support team. Why the greatest inheritance is love and connection, not just financial assets.  

No BS Wealth
Why Traditional Advice Fails First-Gen Wealth Builders

No BS Wealth

Play Episode Listen Later Sep 24, 2025 37:40 Transcription Available


This episode pulls no punches. We're talking about the realities of first-generation wealth building, the systemic oppression that keeps people stuck, and the truth about how legacy gaps can transform into generational growth.I sit down with Dr. LaTanya White—researcher, entrepreneur, and unapologetic truth-teller—to dissect why traditional wealth advice doesn't work for everyone. We break down the weight of starting from scratch, the emotional toll of being the first in your family to build wealth, and why community is the key to not burning out along the way.We cover the myths the media pushes—like “everyone has the same opportunity” or “just invest and wait”—and we shred them with real research and lived experience. From the collapse of the Freedman's Bank to the unseen wealth of America's richest families, we connect the dots on why so many are left behind and how to fight back with knowledge and resilience.Most importantly, Dr. White shares actionable steps: what to read, how to build a vision for wealth, and how to start documenting your family's story today. Because wealth isn't just about money—it's about knowledge, forgiveness, and community.If you're tired of the same recycled advice that ignores your lived reality, this episode will hit you hard. Watch the full video here: https://youtu.be/KeVp7aHgAnkAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Balance with Sam Podcast
319. How I Broke the Scarcity Loop: Money and Generational Wealth Codes for Women

Balance with Sam Podcast

Play Episode Listen Later Sep 23, 2025 27:26


If you are a woman who wants to make more money, break generational curses, and create overflowing wealth for yourself, this episode will change your life. In this potent and deeply personal solo episode, Samantha is giving you the codes to completely transform your financial reality. She gets vulnerable about her own journey with money—from growing up feeling entitled and like a "victim of money" to making the powerful decision to take control and build her own wealth.This isn't your typical money mindset talk. Samantha introduces the concept of "codes"—the beliefs and skills we inherit around money—and teaches you how to learn the ones you were never given. She breaks down the simple truth that money is merely an exchange for your contribution and that your voice is the most powerful tool you have to create it. This episode is a permission slip and an empowering slap on the butt to stop letting excuses rule your vision, reclaim your financial sovereignty, and decide, once and for all, to create the life of overflow you deserve.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How to Turn Real Estate Setbacks into Millions | Jon St. Leger Interview

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 23, 2025 21:54


In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Jon St. Leger, a real estate investor and developer based in the Outer Banks of North Carolina. Jon shares his insights on equity manifestation, the importance of recognizing unique advantages in real estate, and the necessity of thinking outside the box to find opportunities. He discusses his journey through challenges, including a significant setback during the 2008 financial crisis, and emphasizes the importance of building relationships and networking. Jon also highlights the significance of tax architecture in retaining wealth and expresses his commitment to empowering the blue collar community.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Balanced Advisor Podcast with Dr. Travis Parry
Building a Family Bank for Generational Wealth

Balanced Advisor Podcast with Dr. Travis Parry

Play Episode Listen Later Sep 23, 2025 39:18


In this episode of The Bounce Growth Show, Dr. Travis Parry interviews Blake Johnson, an attorney specializing in family banking and generational wealth. Blake shares his journey from law to family banking, emphasizing the importance of structuring wealth for future generations. The conversation explores the concept of family banking, addressing common issues like entitlement and the need for financial education. Blake outlines practical steps for setting up a family bank, the role of life insurance, and the long-term impact of these strategies on family legacy. The episode concludes with insights on how to implement these concepts effectively, drawing lessons from historical examples like the Rockefellers and Vanderbilts.

Common Denominator
How to Build Wealth Through Real Estate | Financial Freedom & Generational Wealth

Common Denominator

Play Episode Listen Later Sep 22, 2025 4:32


How to Build Wealth Through Real Estate | Financial Freedom & Generational WealthMost people chase quick money—but true financial freedom comes from owning assets. I explain why real estate is the #1 path to building long-term wealth and how you can get started today, even without millions in the bank.Here's what you'll learn:- Why 70% of worldwide wealth is in real estate- How property ownership protects you from inflation- Tax advantages like refinancing, depreciation, and trusts- Simple ways to start investing (duplexes, FHA loans, house hacking)- How to think long-term and avoid getting stuck on the sidelinesLike this episode? Leave a review here: https://ratethispodcast.com/commondenominator

Investor Fuel Real Estate Investing Mastermind - Audio Version
Detroit Real Estate Investing: Fix & Flip Opportunities for High ROI

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 22, 2025 21:36


In this conversation, Dylan Silver interviews Anthony Thomas, a Michigan-based realtor, who shares his journey into real estate, starting as an investor and transitioning into a realtor. They discuss the importance of education for first-time homebuyers, the unique opportunities in the Detroit real estate market, and strategies for new investors. Anthony emphasizes the significance of understanding the buying process and the potential for high returns in Detroit's affordable market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Eye On Franchising
Corporate Franchise Ops. to Multi-Unit Franchise Owner : Jon Steward Shares All

Eye On Franchising

Play Episode Listen Later Sep 19, 2025 29:26


What happens when a corporate franchising executive leaves the boardroom to build his own empire?Meet Jon Steward – the “Franchise Lover.” After 25+ years in franchising, including 17 years in senior operations roles with Dairy Queen, Great Clips, and Planet Fitness, Jon traded his corporate suit for ownership. Today, he's a multi-brand franchisee running 14 Mosquito Shield territories in South Jersey.Jon has helped hundreds of franchisees open, grow, and sell their businesses. He knows franchising from both sides of the table—franchisor and franchisee. A Certified Franchise Executive (CFE) with the IFA, Jon even published research on franchise relationship dynamics, proving that social exchange is just as critical as financial exchange for long-term success.

The Mind Of George Show
Passive Income Isn't What You Think with Noah Rosenfarb

The Mind Of George Show

Play Episode Listen Later Sep 19, 2025 58:20


The real ROI of business? It's not more revenue. It's the life you get to live.What if the real purpose of building a business wasn't just to scale endlessly — but to design your ideal life and exit on your own terms? In this episode, George sits down with Noah Rosenfarb — CPA, family office founder, investor, and advisor — who has helped hundreds of entrepreneurs build, exit, and live with intention.From $750M in company exits and $1B in real estate investments, Noah shares the secrets of wealth that go far beyond money — including how to avoid common exit regrets, create true time freedom, and build wealth that supports your identity (not replaces it).This is more than a conversation about taxes. This is a blueprint for building a business that supports your life, not consumes it.What You'll Learn in This Episode:The Four Freedoms Framework to align business with lifeHow to create a personal “Opportunity Filter” to vet every offer or investmentWhat most entrepreneurs get wrong about exit planningThe real distinction between tax preparation and tax strategySimple habits that build long-term wealth — regardless of incomeThe truth about passive income and how the wealthy really think about ROIHow to build a healthy relationship with money (and why most don't)The mindset shift from “rat-race revenue” to “rich beyond money” Key Takeaways:✔️Build with the end in mind — Don't wait until it's too late to plan your exit. Most entrepreneurs miss the window or get trapped in the business they built.✔️Wealth vs Money — True wealth is measured in freedom, time, and alignment, not just income.✔️Use an Opportunity Filter — Say no quickly and only say yes to opportunities that pass your personal filters (e.g. ROI on time, alignment with lifestyle, no personal guarantees).✔️Tax Strategy vs Tax Prep — They are not the same. You need both. And strategic tax planning yields the highest ROI per hour for 7-figure entrepreneurs.✔️Audit your habits — Financial freedom starts by spending less than you earn and investing the difference. Sounds simple, but it's rarely done.✔️Identity matters — Exiting your business without building a new identity or purpose leads to depression, regret, and emptiness.✔️Invest your time wisely — Focus on semi-passive income vehicles that don't require your daily presence but benefit from your expertise. Timestamps:[00:00] – Why most entrepreneurs wait too long to plan their exit[02:19] – Meet Noah Rosenfarb: $750M in exits, 5 books, and building family offices[05:27] – The one rule for financial success (that's not so common)[07:35] – Noah's “Opportunity Filter” – a 14-item checklist for decision-making[11:35] – The #1 mistake entrepreneurs make: taxes and lack of strategy[17:01] – Why tax strategy is the highest leverage activity for 7-figure earners[21:04] – Best practices to prepare for windfalls or exits[26:44] – Building a healthy relationship with money[34:22] – Guilt vs. gratitude in spending: a personal boat story[37:20] – The power of prudent planning: save, then ratchet up[40:13] – Passive vs. semi-passive income (and what counts)[43:34] – The “lottery ticket” exercise to design your ideal life[48:58] – Where to start with financial literacy and wealth coaching[53:54] – Why so many entrepreneurs feel regret after the exit[56:16] – Noah's final words: Freedom is the real exit strategyConnect with Noah:Book: Exit Rich Beyond MoneyServices: WellThrive – tax strategy + wealth coaching for US-based entrepreneursMain Site: Freedom Family Office Your Challenge This WeekWhich question from today's episode hit you hardest?Share your thoughts on social, tag @itsgeorgebryant, @noahrosenfarb and @wealthriveinc, or join our community to start designing your exit strategy from day one.Want to build your business with sustainability, freedom, and a bigger purpose?Here are 3 ways we can help:Join The Alliance – The Relationship Beats Algorithms™ community for entrepreneurs who scale with trust and connection.Apply for 1:1 Coaching – Ready to build your business with sustainability, impact, and ease? Apply here.Live Events – Get in the room where long-term success is built: mindofgeorge.com/event

Walk 2 Wealth
Stop Doing It Alone: Why Mentors Beat DIY Every Time

Walk 2 Wealth

Play Episode Listen Later Sep 17, 2025 17:18


Send us a textIn this Wisdom Wednesday, I talk about one of the biggest mistakes first-time entrepreneurs make: trying to do everything by themselves. I break down why the “self-made” badge slows your growth, keeps you stuck in the same problem loop, and makes an already lonely journey even lonelier.Here's what I cover:The hidden costs of DIY: slower results, repeated mistakes, and burnout.Why community and mentors help you spot root causes—and fix them faster.The pride/victim trap (“no one helped me”) and how to escape it by asking better questions.My own mentor timeline: from cold-emailing my first mentor to hosting a 200+ person class four months into real estate, to the coach who helped me hit a $20K day—and coached me through a rough 2024.Opportunity cost vs. price tags (and the “ignorance tax” Alex Hormozi talks about).If you want to go far, go together. Find people who've done what you want to do, plug into a solid community, and let their playbooks shorten your path.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Investor Fuel Real Estate Investing Mastermind - Audio Version
Rebuilding Philadelphia Communities & Creating Generational Wealth Through Real Estate

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 17, 2025 26:45


In this episode of the Real Estate Pros podcast, Dawud Bey shares his inspiring journey from a troubled past to becoming a successful real estate developer focused on affordable housing in Philadelphia. He discusses the importance of community engagement, the value of seeing potential in neglected neighborhoods, and his commitment to giving back through education and activism. Dawud's vision includes building thousands of affordable homes and training the next generation of craftsmen to ensure sustainable development in urban areas.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

MONEYFITMD PODCAST
Episode 303: 3 Money Traps First Gen Wealth Builders Face

MONEYFITMD PODCAST

Play Episode Listen Later Sep 16, 2025 32:30


Send us a textDr. Latifat is the author of the Amazon bestselling books Done With Broke: The Woman Physician's Guide to More Money and Less Hustle and The Power to Choose: The Woman Physician's Guide to Financial Liberation and Life on Your Terms. She is also the founder of MoneyFitMD, a financial empowerment platform designed to help women physicians achieve financial independence without sacrificing their well-being.In this episode, she dives into the unique struggles faced by first-generation wealth builders. She shares how inherited money mindsets, hidden limitations, and cultural expectations can hold physicians back and offers practical insights to shift those patterns so you can build wealth without burnout.Key Takeaways:Learn how to effectively communicate your financial boundaries.Financial insecurities can cause you to hoard money.Investments are the fastest route to financial freedom,Timestamps: 01:15 Struggles unique to first-generation wealth builders03:42 Why income alone doesn't solve money problems06:10 The hidden limitations holding women physicians back08:55 How money mindsets fuel burnout12:30 Why breaking generational cycles matters15:44 Building wealth with confidence and legacy in mind18:20 The role of intentionality in financial freedom21:05 Shifting your mindset around money struggles24:10 Creating wealth without sacrificing joy27:15 Closing encouragement for women physiciansConnect with Dr. Latifat:☎️ Book A Call: https://www.moneyfitmd.com/call

Success in the New Retirement
Trusts, Taxes, and the Silver Tsunami: Are You Ready?

Success in the New Retirement

Play Episode Listen Later Sep 16, 2025 19:14


What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

SaunaiE
EP. 293: Generational Wealth — What It Really Means and How to Build It

SaunaiE

Play Episode Listen Later Sep 15, 2025 14:18


Generational wealth is more than just leaving money behind — it's about building a foundation that lasts for your family and community. In this episode of SAUNAIE, XO breaks down the truth about generational wealth: what it really means, the myths that hold us back, and the steps men can take right now to create lasting impact.You'll learn:​Why wealth isn't only about money, but also values, knowledge, and opportunities​The role of life insurance, investments, and ownership in creating a legacy​How to break cycles of financial struggle and start building from where you areThis is the finale of our Financial Literacy Series, and it's packed with practical steps to help you build wealth that lives beyond you.

The Forever Cash Life Real Estate Investing Podcast: Create Cash Flow and Build Wealth like Robert Kiyosaki and Donald Trump
121: IRS Secrets Revealed: Tax Deductions & Wealth Hacks Every Real Estate Investor Should Know

The Forever Cash Life Real Estate Investing Podcast: Create Cash Flow and Build Wealth like Robert Kiyosaki and Donald Trump

Play Episode Listen Later Sep 11, 2025 41:19


Ever wondered how wealthy investors legally pay little—or even zero—taxes? In this episode of The Jack Bosch Show, Jack sits down with tax strategist Carlotta Thompson, creator of the Pathway to Zero. Carlotta shares insider strategies from her time at the IRS and explains why documentation is everything. From the Augusta Rule and hiring your kids, to Opportunity Zones, empowerment zones, and even private foundations, you'll learn real, actionable ways to protect your wealth and cut your tax bill. Register for Carlotta's free Live training "Pathway to Zero" here

Jake and Gino Multifamily Investing Entrepreneurs
What Is Your Multifamily Investing Strategy | How To with Gino Barbaro

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Sep 10, 2025 17:56


What's the best Multifamily Investing Strategy for your goals? Gino Barbaro reveals how to stop chasing IRR and start building a plan that matches your time, capital, and risk—so you can grow cash flow and options.In this episode, Gino outlines a practical roadmap: set clear goals (extra income, retirement timeline, job optionality, tax planning), pick the right vehicle (syndication, JV, or creative financing), and reinvest early gains while keeping your day job to build equity. You'll learn how seller financing and strong partners can bridge capital gaps, why “Buy Right, Manage Right, Finance Right” is the durable framework, and how to weigh tax benefits without letting them drive the deal. We also compare syndication vs. JV and when each supports your Multifamily Investing Strategy. By the end, you'll know how to align deals with outcomes and use a repeatable Multifamily Investing Strategy to scale cash flow, equity, and long-term wealth.Connect with Gino Barbaro: gino@jakeandgino.com | wheelbarrowprofits.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Registered Investment Advisor Podcast
Episode 221: How Family Governance Can Preserve Generational Wealth

Registered Investment Advisor Podcast

Play Episode Listen Later Sep 10, 2025 15:31


Learn how to preserve wealth across generations and understand the importance of family governance in making sure your legacy continues and prospers for many years.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tom Rogerson, President and CEO of GenLeg Co., Inc. He is a leading expert in family governance and wealth preservation. With decades of experience in financial planning and estate management, Tom discusses the challenges wealthy families face in managing and preserving their wealth across generations. He emphasizes the importance of family unity, governance, and philanthropy in preserving wealth while fostering strong, responsible family dynamics. Learn why proactive family planning is crucial for avoiding the generational breakdown that can lead to wealth dissipation.   Key Takeaways: → How family wealth preservation isn't just about financial assets. → Why high-net-worth families often lack trust and struggle working together. → The importance of starting family governance practices early. → Proactive family philanthropy can be an effective way to bring family members together. → It's a misconception that wealth ensures family unity.   As a recognized leader and pioneer in family governance worldwide, Tom Rogerson utilizes his “7 Steps to Healthy Family Governance” to help families enhance communication, develop a philanthropic vision, plan for legacy, manage succession, and provide education. Tom integrates these key issues into a client's comprehensive wealth management plan, helping to prepare the family for the wealth and the wealth for the family. He brings over forty years of experience to the wealth management industry, where he has advised and educated families, helping them transfer significant assets—both tangible and intangible—from one generation to the next.   Connect With Tom:  Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Walk 2 Wealth
Too Creative for My Own Good: How I Beat Shiny Object Syndrome

Walk 2 Wealth

Play Episode Listen Later Sep 10, 2025 16:53


Send us a textIn this Wisdom Wednesday, I share how “being creative” quietly kept me stuck.I was juggling real estate, teaching social media classes, working a restaurant job, and running this podcast—four lanes, zero traction.Everyone said, “You're doing great for your age,” but my bank account told a different story.In this episode, I break down why too many ideas = no progress, how comparing yourself to average creates a false sense of accomplishment, and why dabbling makes it take longer to learn if something actually works.Then I give you the fix that changed everything for me: FOCUS = Follow One Course Until Success.You'll learn:How I picked one lane and set a 12-month commitment.My “Yes… and not right now” rule to kill distractions.Why focus gives you more energy, clearer feedback, and a stronger personal brand.A simple accountability plan you can start today.If you're serious about building wealth and momentum in your 20s, pick one path and go all in.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

The Mike Litton Experience
From Car Washes to Self-Storage Empires: How Ben Salzburg & Bill Kanatas Built Generational Wealth

The Mike Litton Experience

Play Episode Listen Later Sep 9, 2025 53:51


Welcome to another powerhouse episode of The Mike Litton Experience! In this episode, we sit down with two real estate moguls and community leaders — Ben Salzburg and Bill Kanatas — as they take us on their incredible journey from building car wash chains to creating multi-million-dollar self-storage facilities across the U.S. These visionary entrepreneurs […]