Podcasts about higher returns

We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Dr. Allen Lomax interviews Fernando Angelucci, a seasoned self-storage syndicator, who shares his journey from traditional employment to becoming a successful real estate entrepreneur. The discussion covers various investment strategies in self-storage, including tax mitigation techniques, the advantages of being a limited partner, and the nuances of financing high-value off-market opportunities. Angelucci also explains the differences between equity and debt investing, the trend of converting big box retail spaces into self-storage facilities, and provides an optimistic outlook for the self-storage industry in the coming years.Main Points: Fernando Angelucci transitioned from a traditional job to real estate investing.Self-storage offers unique advantages like no tenants or maintenance.Tax strategies can significantly enhance returns in self-storage investments.Being a limited partner reduces risk and provides passive income.Financing strategies are crucial in acquiring off-market storage opportunities.Understanding the capital stack is essential for investors.Converting retail spaces to self-storage is a growing trend.Self-storage has shown resilience during economic downturns.The self-storage industry is expected to see continued growth.Investing in self-storage can provide better returns than the stock market.Connect with Fernando Angelucci:fernando@SSSE.comhttp://www.ssse.com/https://www.linkedin.com/in/thestoragestud/https://www.facebook.com/TheStorageStud/https://www.instagram.com/thestoragestudhttps://twitter.com/thestoragestud?lang=bn

Standard Chartered said it would hand back $1.5 billion more to shareholders as it reported fourth-quarter earnings that beat estimates, boosted by a strong performance in its trading and wealth business. Standard Chartered Bank CFO Diego De Giorgi speaks with Bloomberg's Anna Edwards. See omnystudio.com/listener for privacy information.

In this episode, we sit down with Fernando, who transformed his financial life with high frequency day trading, coming from nothing (no rich parents or wealth) to succeeding in tech sales and becoming an active day trader. He breaks down how investing in himself with knowledge and building strong financial foundations by compounding capital gave him the stability to explore more advanced market strategies. Whether you're just starting your wealth building journey or thinking about taking bigger market risks, Fernando's story shows why having your financial basics locked down isn't just good advice: it's essential.What did you think of the episode? Let us know!Support the show

In this first Q&A podcast of 2025, Paul, Daryl, and Chris discuss several listener questions and expand on Paul's rebuttal of Big ERN's recent criticisms of diversifying with small-cap value. 0:00 – Introduction 0:29  – Responding to Big ERN's critique 2:11 –  Small-cap value lumpsum vs. dollar-cost averaging 6:38 –  Daryl's take on SCV's premium persistence 8:46 –  Chris' take on SCV's premium persistence 15:50 –  Paul highlights the random timing of SCV vs. S&P500 returns 19:50 -- Are there good alternatives to Vanguard's Wellesley fund? 26:18 -- Does 2 Funds for Life mean no SCV in retirement? 29:35 -- Why not let Buffet manage our money in BRK.B? 33:52 -- What portfolio to get a 3.6% safe withdrawal rate in retirement? 38:53 -- Which accounts do we tap for our annual spending needs? 49:39 -- Why doesn't the Portfolio Configurator include REITs and emerging markets? 54:52 -- When will the Best-in-Class ETF recommendations be updated? These tables were referenced- Table G-1b - Fine Tuning Table: S&P 500 vs US SCV Equity Portfolio - Out-Performance Tell-Tale_Charts 2 Funds for Life PDF 2 Funds for Life on Amazon

Elections and central bank actions have dominated global markets over the past year, and analysts expect unusually high monetary policy risk to remain a key driver in 2025. That means the impact on Asia’s credit markets will likely be less marked, especially for US dollar denominated Asian bonds. So what’s the outlook for Asian fixed income in 2025? Will Asian fixed income have a good year once again? On Wealth Tracker, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia Fixed Income at PineBridge Investments, to find out more.See omnystudio.com/listener for privacy information.

How can short-term rental hosts boost bookings, maximize ROI, and create standout guest experiences by applying expert hospitality strategies from top hotel brands? In this episode, we sit down with Katie Cline, a seasoned PR executive in the hospitality sector and host of the acclaimed Suite Success podcast, to uncover the secrets to thriving as a short-term rental investor. Katie's unique expertise, rooted in her work with renowned hotel brands like Ritz Carlton and W Hotels, offers actionable strategies for boosting bookings, enhancing guest experiences, and maximizing ROI. We dive deep into the art of crafting unforgettable guest arrivals, catering to niche markets like families and pet owners, and turning milestone celebrations like bachelor or bachelorette parties into high-revenue opportunities. Plus, Katie shares how her journey as both a professional and a host has shaped her approach to creating standout short-term rental experiences. Whether you're just starting in the short-term rental space or looking to refine your strategy, this episode is packed with invaluable tips and insights to elevate your game. What You'll Learn in This Episode

Today, we're diving deep into the intricacies of decision-making, risk, and career development with our esteemed guest, Steve Mann. With an impressive track record in finance and a bold entrepreneurial spirit, Steve shares invaluable insights from his career journey—from commercial banking in Baltimore to strategic roles at Microsoft, and now, venturing into disruptive innovations and startups. In this episode, Steve and Elena unpack the art of risk assessment, the importance of achieving clarity before making decisions, and how over-analysis can hinder opportunities. Steve's approach to financial analysis, focusing on income statements and balance sheets over CEO reports, offers a fresh perspective for aspiring professionals. We also explore the significance of mentorship, personal development, and the delicate balance between technical expertise and effective management. Steve's reflections on his career shifts, decision-making processes, and passion for innovation provide a roadmap for anyone looking to navigate the complex world of tech and finance. So, whether you're aiming to grow in your career, embrace entrepreneurial challenges, or simply understand the dynamics of effective decision-making, this episode promises to deliver crucial takeaways and thought-provoking discussions. Tune in to learn from Steve's experiences and get inspired to make your own impactful decisions. Time Stamps: 00:00 Banking career: commercial lending, GE Capital, MCG 04:56 Shift from Microsoft to personal entrepreneurial pursuits. 07:45 Intimidated by analytical finance skills, lacking creativity. 13:19 Assessing credit risk involves uncertainties and assumptions. 15:24 Entrepreneurial upbringing fostered risk-taking mentality. 17:56 Desire for decision-making and entrepreneurial involvement. 21:26 I just want to create, not be CEO. 25:04 Companies struggle with talent after 50 employees. 30:32 CEOs' decisions impacted by unexpected inflation trends. 34:15 Tech sector favors generalists over specialists. 35:41 Develop diverse mentorships: broaden perspectives, expand opportunities. 40:55 Assess impacts of acting and not acting. 42:09 Tim Ferriss's the cost of inaction approach Connect with Steve: https://www.linkedin.com/in/swmann/ Follow Elena: LinkedIn: https://www.linkedin.com/in/elenaagaragimova/ Instagram: https://www.instagram.com/elenaagaragimova/ Listen on: Apple: https://podcasts.apple.com/us/podcast/shift-with-elena-agar/id1530850914 Spotify: https://open.spotify.com/show/5UKh6dWcuQwJlmAOqD8wij --- Support this podcast: https://podcasters.spotify.com/pod/show/elenaagar/support

Getting higher than 10% cash-on-cash returns is close to impossible with most real estate investments. One exception to this is short term rentals. Short term rentals are a hybrid between owning typical residential housing and the hospitality business. Short term rentals require more management but can yield higher returns. Avery Carl, CEO of The Short-Term Shop, the country's top short-term rental and Airbnb real estate agency, and host of the Short Term Show podcast, helps investors find short term rental properties and educates them on how to manage them.

Slocomb Reed and Whitney Sewell discuss the evolving landscape of multifamily investing, focusing on market changes, investment strategies, risk management, and the challenges of raising capital. Whitney shares insights from his experiences over the past two years, including lessons learned from mistakes made with floating rate debt and the importance of adapting to investor preferences for stability and lower risk. The discussion concludes with thoughts on the future of multifamily investing and the enduring appeal of apartments as a solid investment choice. Whitney Sewell | Real Estate Background Founder of the Life Bridge Capital Omnah Foundation Based in: Roanoke, VA Say hi to them: LinkedIn Instagram www.whitneysewell.com https://lifebridgecapital.com Sponsors: Altra Running Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you make the same returns as active real estate (if not more) with “passive” real estate investing? What if you've got a busy day job, hobbies you want to pursue, or don't have the landlording drive to build a rental property portfolio? Well, passive income investing might be just what you need. How do you know you're the right fit for it, and what kind of real estate investments are the most passive? We're giving you what you need to get started. We've got two active and passive real estate investors, Devon Kennard (former NFL player!) and Kathy Fettke, on the show to break down the differences between active and passive real estate investing. We'll discuss who should invest in each type and whether it's worth it to stay at your job and invest passively on the side. Plus, we're all sharing our favorite active and passive investments that we're putting our money into today. But how much of a return can you make when you're investing passively, doing less of the work? We're giving you real return numbers from some of our passive income sources so you can know what to expect when putting your money to work. In This Episode We Cover: Active vs. passive real estate investing and which one YOU should choose How much you can make with passive investing and the returns we're getting  Why you may NOT want to quit your job to go into real estate (you can STILL invest) Real estate note investing and why Devon is going all-in on this active/passive investment  Why new real estate investors should NOT be passively investing…yet  And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! On the Market Podcast  PassivePockets Podcast Scaling Smart Start with Strategy  Try Baselane, the One Platform for All Your Property Banking & Finances Pre-Order Devon's New Book, "Real Estate Side Hustle" Property Manager Finder See Dave, Devon, and Kathy at BPCON2024 in Cancun! What Is Passive Real Estate Investing And Is It Right For You? Connect with Devon Connect with Kathy Connect with Dave (00:00) Intro (03:18) Active vs. Passive Investing (09:13) Who Should Passively Invest? (14:45) Better Returns with Passive Investing? (19:20) Who Should Actively Invest? (25:42) Real Estate Note Investing (28:59) Best Active and Passive Investments Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1025 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

As the cost of acquiring existing multifamily assets has escalated over the past decade, it's been more lucrative to construct these projects from the ground up. Although borrowing and material costs have gone up over the past couple years, ground up construction has historically rewarded investors with higher returns than acquiring existing assets. AJ Klenk, Managing Partner of Catalyst Capital Partners, started out as a multifamily broker before expanding into ground up development. He has 15 projects under construction and four completed. Andrew is also an owner and Managing Partner of Capstone Apartment Partners, the largest privately owned multifamily investment sales brokerage in the United States.

Did you know that adding amenities like maid service, high-speed internet, and higher-end appliances can significantly increase rental cash flow? But that's just the tip of the iceberg. In this episode, you'll discover unexpected strategies for upgrading student rental properties and transforming historic buildings into luxury living spaces. Get ready to be surprised by the innovative renovation ideas that can skyrocket the value of your rental properties.Stay tuned to discover the secrets that could change your real estate investment game and take your properties to the next level. In this episode, you will be able to: Maximize rental property space to attract higher-paying tenants and increase cash flow. Improve rental property amenities to attract top-tier renters and maximize rental income. Discover renovation ideas that can significantly increase the value and appeal of your investment properties. Learn how to upgrade student rental properties to attract students and increase rental demand. Explore the potential of transforming historic buildings into luxury living spaces to unlock higher rental returns. Jamil Rahemtula, a real estate investor and realtor based in Hamilton, Ontario, brings a wealth of expertise in student rental properties. With a focus on maximizing rental cash flow and property value, Jamil emphasizes the importance of furnishing properties with high-end amenities, offering maid services, reliable internet, and maintaining a clean and safe living environment. Ken Bekendam, an accomplished real estate investor and architectural design consultant, shares his extensive knowledge in transforming historic buildings into luxury living spaces and renovating two to five unit properties. With a focus on maximizing the potential of properties, Ken's expertise in construction, building code, and selling bylaws makes him a valuable asset for investors seeking to optimize urban spaces and fuel housing growth. Tune into the episode: https://thereiteclub.com/en/podcasts Get in touch with Ken Bekendam here:  LinkedIn: https://www.linkedin.com/in/kenbekendam/ Facebook: https://www.facebook.com/kenbekendam Instagram: https://www.instagram.com/kenbekendam/ Youtube: https://www.youtube.com/@kenbekendam Website: https://legalsecondsuites.com/ Get in touch with Jamil Rahemtula here: Facebook: https://www.facebook.com/JREALTYNETWORK/ Instagram: https://www.instagram.com/jamilrealty/ Website: https://jamilrahemtula.com/ 

Ryder System has its sights on a new long-term return-on-equity target in the low-20% range, up from its previously obtained goal in the high teens. Improved returns will be driven by high-single-digit revenue growth coupled with productivity gains. Ryder has plenty of runway for organic growth, given the outsourcing opportunities in the markets it serves. In this Talking Transports podcast, Robert Sanchez, Ryder System's chairman and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss some of the key takeaways from its recent investor day and how technology investments are optimizing transportation networks and providing better client interactions. Sanchez also talks about the company's sustainability initiatives, autonomous trucking and some recent acquisitions. He shares how he got into transportation, Miami Hurricanes football and one of his favorite founding fathers.See omnystudio.com/listener for privacy information.

-Follow Gary on X @GaryAntonacci -Get the book "Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk" at ⁠https://www.amazon.com/Dual-Momentum-Investing-Innovative-Strategy/dp/0071849440 -Check out Gary's Website at: ⁠https://www.optimalmomentum.com/ The Trade Busters provides actionable ideas to take your option trading to the next level.  Through our educational podcast and instructional spreadsheets, we aim to empower the everyday retail trader.  Discover unique ways of thinking through sizing, risk and leverage in your option strategies. -View strategy mechanics, tradelogs and more at the trading page: ⁠⁠⁠⁠⁠⁠https://www.thetradebusters.com⁠⁠⁠⁠⁠⁠ -Follow me on X @TheTradeBuster -The Trade Busters Discord server is now live!  Send me an email if you would like to join. **Everything discussed on this podcast is for informational purposes only and not to be construed as financial advice.

Industrial real estate is a key part of the property market that encompasses a variety of spaces used for industrial activities, such as manufacturing, production, distribution, and storage. Unlike commercial or residential real estate, industrial properties are often located outside urban centers, typically in designated industrial zones. These properties are highly sought after due to their potential for high returns and lower operational costs, making them a valuable asset in an investor's portfolio. Joel Friedland is an accomplished real estate professional who co-founded Epic/Savage Realty Partners in 1991 and is the Principal at Brit Properties. There, he oversaw hiring and mentoring 60 industrial real estate professionals, many of whom became his partners. With experience optimizing industrial real estate investments and marketing strategies, Joel discusses the unique challenges and opportunities in the industrial sector. Today, Joel shares actionable advice to minimize investment risks, navigate market fluctuations, and build long-term relationships in the industry. Resources Brit Properties Website Joel Friedland on LinkedIn Brit Properties on Facebook

Welcome to episode #206 of Stock Club, presented by MyWallSt.In today's episode, we delve deep into the world of private market investments with Scott Ashmore and Rob Halligan, co-founders of PitchedIt. The discussion opens with an overview of the untapped potential within private equity, real estate, and private credit, revealing how these assets can diversify portfolios and potentially lead to substantial returns.The conversation then transitions to an exploration of different stages of startup funding—from pre-seed to IPO—offering listeners a rare glimpse into the early and growth stages of startup development.We explore the transformative impact of technology on investing, emphasising how platforms like PitchdIt are making private market investments accessible to a broader audience, thereby democratising a previously exclusive sector.We also touch on the strategic advantages of investing in emerging markets and sectors such as AI and healthcare, dissecting the trends and opportunities that lie ahead.Don't forget to subscribe for your regular insights into investing, innovation, and the strategies that are reshaping the landscape of finance!This episode is sponsored by Vodafone Business. Vodafone Business continues to support Irish SMEs and are here to help you achieve your business goals. With this in mind, Vodafone's V-Hub Digital Advice and support platform offers free, one-to-one digital advice tailored to your business. Whether you want to grow your online presence, explore best cybersecurity practices, get tips for social media or discuss collaboration tools for your business, our V-Hub experts are here to help.Book a free call today: https://v-hub.vodafone.ie/Become a successful investor by checking out all the content MyWallSt has to offer:

Igor Shaltanov and Nikita Volchek, founders of Avista Fund, join host Slocomb Reed on the Best Ever Show. In this episode, Igor and Nikita discuss the nuances of operating a fund, including how they align the interests of the investors and fund managers and how funds can negotiate favorable terms for investors. Igor Shaltanov and Nikita Volchek | Real Estate Background Founder/Managing Partner of Avista Fund Portfolio: 3,200+ multifamily units, cumulative value of over $500MM Based in: Los Angeles, California Say hi to him at:  https://www.linkedin.com/in/igor-shaltanov-13682b43/ Best Ever Book: Book: Think and Grow Rich by Napoleon Hill Sponsors: Viking Capital

While we have made strides in increasing women's representation in investment management roles, male portfolio managers still control around 12 and a half times more capital than women. This lack of diversity in making investing decisions leads to a lack of funding for women-owned and diverse businesses. Without more perspectives in the room, everyone misses out on opportunities that will benefit the many. Ruth Shaber is here today to discuss her work driving gender diversity in portfolio decisions, her experience founding reproductive health ventures, and much more. This week's episode 104 of How Women Inspire Podcast is about unlocking higher returns and lower risk through gender diversity in finance! In this episode of How Women Inspire Podcast, Ruth Shaber shares the importance of diversity in asset allocation decisions and actionable steps you can take right now to increase gender diversity in your portfolio. Ruth Shaber, MD is the Founder and President of the Tara Health Foundation. This foundation advances health and economic justice by transferring all of our resources and assets to invest in and elevate solutions at the intersection of race and gender. Ruth is also the co-founder and board chair of Rhia Ventures, a group of foundations and investors that collaborate to bring new types of capital and enterprise to the field of reproductive health in the United States. Recently, Ruth co-authored “The XX Edge: Unlocking Higher Returns and Lower Risk”.Some of the talking points Julie and Ruth go over in this episode include:Prioritizing women's health and reproductive rights and seeking to address systemic issues.Women and men's different approaches to decision-making. The importance of bringing one's full, authentic self to the table including lived experiences.How women are often closer to the problems they're trying to solve, bringing unique perspectives and innovation to the table.To order Ruth's book, The XX Edge: Unlocking Higher Returns and Lower Risk, you can head to https://thexxedge.com/ today!Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH RUTH SHABER:LinkedInX (formerly Twitter)CONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWLJoin us for Get On Board Week from October 16-20, 2023. Registration is now open at https://www.howwomenlead.com/getonboard

“Don't be afraid to switch specialties. I've switched specialties 5 times.”Welcome back to the Investing RN Podcast. This week, we're so excited to have Savannah Arroyo, also known as The Net Worth Nurse,  for a profound discussion on the intersection of financial well-being and mental health.Savannah  shares her inspirational story of transitioning from a dedicated nurse to a real estate investment guru. She founded Invest Health, a platform that's revolutionizing the way healthcare professionals approach their finances. Through her work, Savannah empowers her peers to alleviate financial stress, which in turn, enhances their mental and emotional well-being.Savannah shares moments of launching her real estate investment firm. Savannah explains the syndication process, making it an accessible path for those looking to diversify their investment portfolios and secure financial independence.Savannah's journey and Invest Health's mission underscore the vital role of financial strategies in fostering a healthier, wealthier life. Follow along as we explore how to turn financial literacy into a pillar of wellness in the healthcare industry!

On episode 89, Sea Will and Chris Vermuelen Speaks on  on Achieving Higher Returns, Quality Trading Mindset, High Interest Rate Environment. For more information visit https://thetechnicaltraders.com/CONNECT WITH SEA WILL

Episode 97 with Ibrahim Abdel Rahim, who is a managing partner at Moonbase Capital. Moonbase Capital invests in SMEs through Search Funds, an innovative new asset class that combines the stability of private equity with the agility of venture capital in order to yield more consistent returns to our investors at lower risk.Their main focus is on providing entrepreneurs with hands-on support throughout the search, acquisition, and growth phases of their journey, leveraging 40 years of combined experience as operators, consultants, CEOs, and CFOs, building and selling businesses globally.What We Discuss With IbrahimIn your consulting experience, what specific insights or skills did you gain that now contribute to your effectiveness as a managing partner at Moonbase Capital?Could you explain what search funds are and how you first came across this innovative asset class?How does Moonbase Capital's focus on investing in SMEs through Search Funds provide distinct advantages in comparison to conventional private equity or venture capital investment strategies?What role does Moonbase Capital play in fostering entrepreneurship and innovation in Africa and beyond?How does Moonbase Capital implement strategies and practices to achieve its goal of delivering consistent returns with lower risk? And much more...Full show notes and resources can be found here: Unlocking Africa show notesDid you miss my previous episode where I discuss Mobilising Capital, Fostering Collaboration, and Driving Change in African Tech with Anthony William Catt? Make sure to check it out!Like this show? Please leave us a review here -- even one sentence helps!Connect with Terser on LinkedIn at TerserAdamu, and Twitter @TerserAdamuConnect with Ibrahim on LinkedIn at Ibrahim Abdel RahimSupport the showDo you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.uk

Interest rates across the board are at or near their highest levels in the last 15 years. While it's more expensive to get a mortgage nowadays, investors are benefiting from these higher rates with their investable assets.Short-term Treasuries are generating more than 5%, which is significantly higher than the rates we have seen for the last decade. It's important to remember that over the long run, Equity markets have returned more than 9% annually.Equities are riskier than bonds but have historically also had higher returns during periods of high-interest rates and have more protection against inflation.A thoughtful approach and implementation strategy are needed to ensure that funds are allocated toward the right assets to protect your goals and priorities while also optimizing your returns in the market.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

In today's financial landscape, navigating turbulent markets can be a challenge, but with the right strategies and insights, achieving higher returns is within reach. In this video, we'll explore the concept of employing unconventional techniques and strategies to unlock opportunities that traditional investors might overlook. Our experts will share valuable insights and actionable tips to optimize your investment portfolio, manage risk, and seize the hidden potential in volatile markets. 0:00 - Differentiating Through Innovation and Client-Centric Approach 0:26 - Raising Half a Billion in Three Years: Keys to Success 0:48 - Prioritizing Convenience and Quality for All Investors 1:09 - Treating Billionaire and Retail Clients Alike 5:24 - Fully Vertically Integrated: Managing Properties and Investments 5:39 - The Case for Investing in Cryptocurrency and Real Estate 5:53 - Cryptocurrency as a Non-Correlated Asset: Historical Insights 6:08 - Crypto's Performance During Market Cycles 6:22 - Alpha Sigma Fund: 1400% Growth in Three Years 6:36 - Timing the Crypto Market: Insights and Expertise#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

Subscribe to the show   Click here to  get your free copy of The Inner Voice of Trading audiobook.  

Are you looking to get more from your investments? Real estate syndication may be the way! Tiffany Grant and Stephanie Walter discuss the ins and outs of this lucrative investing opportunity. Learn how the JOBS Act of 2012 changed syndication in a big way, plus discover what qualifications you need to be an accredited investor. Plus get insider tips from Stephanie on researching a location before investing, and learn all about her new book "Shattering Money Myths". Discover why real estate syndication can provide higher returns than REITs - listen now! To enter the book giveaway visit: https://moneytalkwitht.com/giveaways/ About Our Guest Stephanie Walter is a legacy cash flow specialist, capital raiser, syndicator, real estate investor and the CEO of ERBE Wealth. Prior to founding her investment group, Stephanie followed her dream of being an entrepreneur and started her own insurance agency. It was one of the largest, most highly awarded agencies in Colorado. She recently retired and sold her insurance agency of 16 years by following the key principles she now teaches professionals to use.   Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation. My goal is to connect my select group of investors with investment opportunities that I've found and vetted to be extremely desirable. And at the end of the day, I'm really looking to help my investors reach their financial goals. Connect With Stephanie Visit her website: https://erbewealth.com Facebook: ERBE Wealth Connect With Tiffany Visit our website: https://moneytalkwitht.com Facebook: Money Talk With Tiff Twitter (X): @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff  

The podcast opens with Paul reading and discussing Ben Carlson's recent article on the collapse of bonds,“Everything  & Everyone Underperforms Eventually.”   Paul references a table of returns that compares Short, Intermediate and  Long Term Treasures.   Paul also references a table of Fixed Income Returns during years with S&P 500 loss.  The following short article is referenced in a discussion of Bill Miller and Legg Mason Value Trust's 15 year record of returns ending in 2005.Russel Kinnel Jan 3, 2006  "Bill Miller has done it again, but it was a close call. Miller's  Legg Mason Value (LMVTX) extended its winning streak against the S&P 500 Index to 15 straight years, with a 2005 return of 5.32%. The S&P 500 returned 4.91% for the year. Miller's aversion to commodity producers, specifically energy stocks, meant he had an uphill climb in 2005. In addition, duds like Tyco International   and  eBay (EBAY) added to the challenge. However, big bets on  Google (GOOG) and  UnitedHealth Group (UNH) won the day. Those stocks nicely illustrate Miller's style. He believes that you have to stick your neck out on controversial or at least misunderstood names to beat the market. EBay and Google are bold bets because their multiples are so steep that they need nearly flawless execution to produce good returns for shareholders. Yet, Miller will also buy fallen growth stocks where controversy has frightened off less-secure money managers. Hence, Tyco and UnitedHealth. While his streak against the S&P 500 is a fun way to keep score of Miller's accomplishments, his goals revolve around long-term success versus the market. The consistency of his record helps to keep investors in, but his 10-year return is more impressive. The fund has gained an annualized 15.19% over that period, which is about 6 percentage points per year better than the index. For more perspective on the streak, read Chris Traulsen's Fund Spy column from November 2005." The Long Term Investor – Episode 62 – Investing for Higher Returns with Eduardo Repetto   Rational Reminder – Eduardo Repetto : Deep Dive with Avantis Investors' CIO – 11/24/2022  Paul recommends investors listen to the following interviews with Eduardo Repetto, the Chief Investment Officer of Avantis Funds.         Bogleheads on Investing (the one w Rick Ferri)  - Episode 43: Eduardo Repetto on factor investing    

We examine why US government bonds are becoming more lucrative for investors. We hear what impact a drought is having on maritime trade going through the Panama canal. AND We get reaction to news that the world's second biggest fashion retailer H&M is investigating 20 alleged instances of worker abuse at Myanmar garment factories that supply it.

In this episode, we speak with Optimal Momentum founder and author of "Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk" Gary Antonacci about the process he uses to construct his personal portfolio. We talk with Gary about the goals he is trying to achieve with his portfolio and the unique momentum-based approach he utilizes to meet them. We also discuss his views on retirement, the first investment he ever made and the most important lesson he would teach the average investor. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/excess-returns-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠

Do you feel like you may not want to be doing what you're doing forever?  Or you need to protect yourself from job loss?Well, oddly enough, that is an all too familiar feeling for doctors these days, and it's driving the smartest ones to real estate.But most doctors (like most people) still don't understand the best (and easiest) ways to do it!That's why, we've invited Dr. Chris Moore, a practicing physician who's managed to acquire a staggering 35 rental properties while maintaining his medical career to talk to Gregg Cohen, co-founder of JWB Real Estate Capital, on this week's Not Your Average Investor Show!With JWB Real Estate Capital as his property management team, Dr. Moore has proven that it's not just possible but highly feasible to diversify into real estate, and anyone can do it!In this show, we will:- Discover how Dr. Moore built a successful real estate portfolio while maintaining his demanding job, demonstrating it's achievable for anyone, even with a busy schedule.- Unpack the common misconception about market peaks and understand why it's an excellent time to invest in real estate TODAY.- Explore the simplicity of passive real estate investing, illustrating that you don't need to be an active investor to enjoy the benefits of this sector.- Understand why diversifying into real estate could offer better returns than the stock market, providing a robust financial foundation.Join us as we reveal the blueprint for achieving financial security and diversifying your investment portfolio. Whether you're a doctor seeking financial peace or a non-doctor interested in the world of real estate, this will be a highly enlightening conversation.----------------------------------------------------------------------------------------

I seem to be fighting a never ending battle against "dividend investing." Don't get me wrong, dividends are an important part of the returns equity investors receive from stocks and stock funds. The problem comes when we misunderstand the nature of dividends and the role they should play in our portfolio.One mistaken belief I see is that dividends are necessary for compounding, or that a higher dividend yield results in more compounding. Nothing could be further from the truth, as we discuss in this video.Join the newsletter: https://robberger.com/newsletter/?utm...

On this episode of Real Estate Investing School, our guest, Michael Mutz, shares his experiences and insights as a real estate investor. Michael discusses the importance of caring for the needs of sellers and prioritizing their situations before making a purchase. He also emphasizes the significance of proper inspection, including checking for issues like cloth wiring, termite damage, and plumbing functionality.    Michael shares his strategies for determining the value of houses, calculating offers, and negotiating with sellers. In addition, Michael recounts a fascinating story about a suspicious caller who claimed to own houses but didn't have access to them. He goes into detail about how he uncovered the truth behind the caller's deceitful claims and worked with the sheriff to resolve the situation. Beyond the stories and experiences, Michael also dives into the systems and processes he has created to manage his real estate business. He discusses his use of the CRM tool Monday.com, his checklists for closing deals successfully, and his detailed scope of work for contractors. Michael's systems-minded approach and commitment to continual learning and improvement shine through in his conversation.    Join us as we explore Michael's journey as a real estate investor, from overcoming challenges and dealing with unique situations to developing efficient systems and processes that contribute to his success. Tune in to this episode of Real Estate Investing School to gain valuable insights and inspiration for your own real estate investing endeavors.   If you want to be personally coached by people like Michael, book a free strategy call with us in the link below to see how we can help you!   Show Links: Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Joe's Instagram Michael's Instagram  

Join Chaz Wolfe as he sits down with Brandon Rooks, a decorated Desert Storm Navy veteran turned powerhouse CEO at Rockstar Capital Development Group. After leaving the Navy in 1992, Brandon navigated his way into the fast-paced world of real estate in 2007 and has since grown an empire of eight companies under his command. With $40 million in assets under management and an impeccable track record of delivering mid-to-upper-teen returns to his investors every year, Brandon's story is one of audacious ambition and relentless execution.This episode dives into the key strategies that fuel Brandon's success - from the importance of diversifying your portfolio and honing your personal development to maintaining integrity throughout your sales process. Get an insider look at 'the rockstar process' that drives Brandon's daily operations. If you're ready to ignite your entrepreneurial journey and hit those high notes in business, this is one episode you don't want to miss. Tune in and turn the volume up! During this episode, you will learn about;[00:45] Brandon's business[01:24] Why Brandon continues to push[01:46] How Brandon's perspective has changed[04:16] Brandon's transition into an entrepreneur[08:58] A bad decision Brandon made [12:43] Brandon's advice on taking your business to the next level[25:21] How Brandon approaches priorities[39:07] Brandon's resource recommendations[40:56] If Brandon lost it all, what would he do?[44:37] How to connect with Brandon[47:07] Info on Gathering The Kings MastermindNotable Quotes“Working for myself really wasn't that hard of a transition because as a commission-only salesman, you really are always just working for yourself.” - Brandon Rooks“Don't go all in on one specific thing.” - Brandon Rooks“Answer every damn call, email or a text that comes in the same day.” - Brandon Rooks“Spend a little money on yourself, do a little investing in yourself and your professional development, and you'll find these nuggets of how you can explode your business.” - Brandon Rooks“It's moving the ball forward. Every single day. It's discipline.” - Chaz Wolfe (Host)“My relationship capital is worth more than any bank account.” - Brandon Rooks“You can either give up, you can either be the victim or the victor, and just choose to be the victor.” - Brandon RooksBooks and Resources Recommended:Think & Grow Rich by Napoleon Hillhttps://www.amazon.com/Think-Grow-Rich-Landmark-Bestseller/dp/1585424331Awaken The Giant Within by Tony Robbinshttps://www.amazon.com/Awaken-Giant-Within-Immediate-Emotional/dp/0671791540Exit Lever: How Smart Business Owners & Buyers Avoid The 10 Mistakes That Ruin the Sales of Businessesby Jeff Dousharm & Jethro Hopkinshttps://www.amazon.com/Exit-Lever-Business-Mistakes-Businesses-ebook/dp/B07L7WNS3HThe Busy Professional's Guide to Passive Real Estate Investing by Vanessa Peters

In this episode of Making Risk Flow, Juan is joined by analytics expert Paul Mang, Innovation Advisor at Guidewire and former global CEO of Analytics at Aon, to discuss the use of analytics in insurance and how to get better returns on such investment. Juan and Paul also address how the industry can make progress through interoperability, ways in which analytics can improve efficiency whilst driving down costs, and why the insurance industry needs to focus on increasing its relevancy.To discover out more about digital risk processing, click here.Our previous guests include: Bronek Masojada of PPL, Simon McGinn of Allianz, Richard Coleman of Ecclesiastical, Steven Wilkins of Hiscox, Matthew Grant of InsTech, Philippe Lutgen of Howden, Paolo Cuomo of Gallagher Re, and Thierry Daucourt of AXA.Check out the three most downloaded episodes: The Five Pillars of Data Analytics Strategy in Insurance | Craig Knightly, Inigo 20 Years as CEO of Hiscox: Personal Reflections and the Evolution of PPL | Bronek Masojada Implementing ESG in the Insurance and Underwriting Space | Simon Tighe, Chaucer, and Paul McCarney, Moody's

Today's episode features special guest speaker Rick Courtney from Essential Realty Partners, who shares his secret on how to see higher returns with scale and diversification potential. For anyone in the real estate space, this is a important tip on how you can add value to your portfolio to withstand the current market volatility. Watch the full episode here:#diversification #investingtips #investing #investingstrategies #investment #realestateinvesting #realestateinvestingtips #realestate #investors ---------The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Michelle Martin invites Christopher Tan, CEO, Providend on the show to discuss the key concepts investors need to know about ESG investing and the various ways you can invest in an ESG theme. See omnystudio.com/listener for privacy information.

When I first got started with my real estate investment career the idea of a turn-key rental always sounded enticing to me. Turn-key property = a property you can purchase that is renovated, rented, and professionally managed all in one spot. Easy peasy. Problem was, after visiting multiple states and markets, I wasn't able to find many opportunities that led to decent returns. In fact, some of the so-called “opportunities” weren't earning any cash-on-cash return at all. That's what led me to start investing in short term rentals. It was a natural progression after having used them during my world travels time and time again.  Now years later, after over 25,000 guests have passed through my personal portfolio and for the first time I'm witnessing a potential turn-key short term rental investment opportunity just beyond the horizon.  An opportunity to purchase a short term rental property that comes professionally designed, fully furnished, and ready to list online with minimal effort.  A short-term rental that also happens to have an exceptionally affordable entry-level price.  It's brand new. It's eligible for bonus depreciation. You will never have to pay property tax on it.  All with the potential to earn much higher cash-on-cash returns. Heck, our team will even help you manage it! I know, I  know, this all sounds too good to be true… I've dedicated years to becoming an expert in short term rentals and I've never come across an opportunity like this that has so many value-added components all in the same place. Until now… People all over the world are choosing many short-term rentals for the experience they provide—no matter the size.  And if you've followed my content for any length of time then you already know that many of my smallest properties also happen to be my best performers. So when I travelled to Phildelphia recently and saw with my very eyes an opportunity to purchase a short-term rental that I could have delivered anywhere in the USA, my ears perked up. Listen in to this week's episode and find out how a couple friends of mine are changing the short-term rental investment landscape. They'll break down how a park model home has the potential to multiply your investment returns and save you from the hassle of getting things going on your own. We break down all the highlights this week including:  Defining a park model home  Tax benefits from day one  Built to last with minimal maintenance How a $100k investment could earn 4x more than a $1 million investment Who these properties are right for A truly turn-key short-term rental opportunity?  If you want to find out more you can simply leave your email here and setup a quick meeting with our week's guest who has already worked with dozens of other happy investors. Worried about the management? My team and I might be able to help you out with that as well. If you haven't heard, we're now partnering with others to help manage properties (no matter where they're located) just like mine—find out more here.

Are you looking for ways to get higher returns on your investments, but don't want to empty your bank account? In this episode of the podcast, John Kitchens and Brayden Kinder will be discussing how to get more out of your money without taking too much risk. Tune in to hear expert advice on making smart investments and leveraging the stock market so you can generate long-term returns that will help you hit your financial goals. From diversification strategies and investment vehicles to portfolio management and tax implications, this episode has the information you need to feel confident about investing for the future. Don't miss this chance to learn about growing your money for a brighter financial future!   What Can Help You: My Growth Score - For a business to thrive, create an effective plan that propels it to move forward. Yet, creating a solid strategy requires you to identify your growth constraints. What is preventing your business from growing? Take our 5-minute Growth Score Assessment and discover which of the 8 xXelerated Growth Factors could hold your business back. Real Estate Accelerator- Starting out a career in real estate can be overwhelming. The first step is to understand what type of real estate agent you want to be. Do you want to be a CEO who calls all the shots, or do you prefer working as part of a team?  We're here to help! In less than 60 seconds, identify what type of real estate agent you are and what is your ideal career path.  Book A Discovery Call - As a leader, you want to have strategies that help your business grow fast. You also want to build a strong team and make big changes that will give you freedom. We want to help get you to where you want to be. John Kitchens is the most sought-after systems and processes coach for real estate agents that want to build a business. Book a call with John Kitchens and transform your business and life!     See our best stuff on social: Facebook: https://www.facebook.com/johnkitchenscoach/ Instagram: https://www.instagram.com/johnkitchenscoach YouTube: https://youtube.com/johnkitchenscoach LinkedIn: https://www.linkedin.com/company/johnkitchenscoach

Before the pandemic, co-living as a housing solution was already gaining popularity as urbanization caused rents to rise in major cities. Now, the concept of living in accommodations with communal spaces is making a comeback after the pandemic left a rental affordability crisis and loneliness epidemic in its wake.   Early this year, the largest co-living operator in North America, Common, announced a merger with Habyt, the largest co-living operator for Europe and Asia. The result is a global leader in co-living that will operate 30,000 units worldwide, many of them co-living spaces. It is estimated that there were 74,000 total co-living bedrooms either for-rent or in development in the U.S. in 2022. At the end of 2019, real estate investment firm CBRE found that there were about 5,000 beds in only about 150 co-living communities around the country. It's a rapidly accelerating trend, and research shows it may have staying power. Learn more about your ad choices. Visit megaphone.fm/adchoices

We identified 10 elements that can make a video more attention-grabbing and convert better. These include video length, clear and concise messaging, CTAs, and subtitles.5 Amazon ad lessons. 2 minutes read. 1 weekly email.https://georges.blog/subscribeFind every wrong with your Amazon ads in under 72 hours.https://georges.blog/audit

657-Happier People, Higher Returns

A number of fiduciary advisors are being sued for not putting their clients in more expensive mutual funds. Somehow, they equate higher expenses with long-term higher returns. A listener wonders whether individual bonds are better than a mutual fund? Learn more about your ad choices. Visit megaphone.fm/adchoices

Summary: As rates and dividends yields are going up, it is increasingly difficult to find higher returns in the current market. Joe Robert comes on the show to share his perceptions of the market right now, addressing real estate, digital assets, and various classes that are all being affected in the current economy. It's important to change your investing strategy and adapt in light of the bear market we're situated within. Joe also touches on his fund— the Robert Ventures Fund—which is in place to help you leverage opportunities in alternative asset classes. Tune in for more insight. Highlights: -We're experiencing a slow-down/pullback -Prices in the real estate sector will possibly come down by a few percent -Some would argue we're in a bear market, so you have to change your strategy and adapt -When in doubt, don't over-leverage, and be sure to have substantial cash reserves to jump on opportunity that presents itself and cover your debt service -Leverage can be risky proposition; all loans should be at lower levels -The real estate market will probably take 12-24 months to experience a price decline -Crypto/stocks will probably see more of a ‘crab market' for the next year—where things move less uniformly -How do you know when to get back into the digital asset markets? Joe thinks that we have seen the bottom or will soon see the bottom -With digital assets, there is no fundamental market. They trade off of emotion many times, and are based on which direction the market is moving in as a whole -Is regulation in the digital asset market welcome or unwelcome? Some laws could definitely be put in place to create a better environment for everybody -The US government is stepping in and can force exchanges to comply -Joe has been a heavy real estate investor over the last ten years, and is in the process of setting up a fund that will offer excellent returns -This is a straight yield fund Useful Links: Financial Survival Network Robert Ventures

Gary Antonacci is the founder of Optimal Momentum. He introduced the world to dual momentum, which combines relative strength price momentum with trend following absolute momentum. He is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach to Higher Returns with Lower Risk. Gary's research on momentum investing was the first place winner in 2012 and the second place winner in 2011 of the Founders Award for Advances in Active Investment Management given annually by the National Association of Active Investment Managers (NAAIM). Listen to this podcast and know Gary's interesting entrepreneurial journey. Please Enjoy!          Would you please consider being 1% and leaving a short review on Apple Podcasts/ iTunes if you enjoy the podcast? It takes less than 30 seconds, and it makes a world of difference in reaching new interesting guests! To sign up for Kevin's Podcast email Newsletter and to view the show notes & past guests please visit-https://officialkevindavid.com/podcast Follow Kevin: https://mmini.me/@FollowKD

In conversation with Renée Chenault Fattah In The XX Edge, Patience Marime-Ball and Ruth Shaber envision a new paradigm of gender-focused investing where more women are placed in decision-making roles and able to optimize their skills across all capital markets-leading to higher returns for individual investors and greater economic growth. Patience Marime-Ball is the founder and CEO of Women of the World Endowment, an investment nonprofit focused on centralizing women changemakers as economic, environmental, and social changemakers while delivering market-rate, risk adjusted returns and impact at scale. She has more than two and half decades of investment experience across capital markets – including debt and equity financing, large scale infrastructure, distressed assets, as well as venture stage opportunities. Patience has led many ''firsts'' in the investing space; she developed the Banking on Women platform at the International Finance Corporation (IFC) and was responsible for co-designing IFC's multi-billion dollar Global Trade Liquidity Program, as well as the first-ever gender bond issued on the Uridashi market. Ruth Shaber is the founder and president of the Tara Health Foundation, a nonprofit organization that promotes and invests in programs aimed at health, well-being, and opportunities for women and girls. She is also the co-founder and board chair of Rhia Ventures, a group of foundations and investors devoted to reproductive health in the United States, and was a gynecologist and obstetrician at Kaiser Permanente for 22 years. Selected as a Forbes 2020 Impact 50: Investors Seeking Profit-and Pushing for Change for her work in impact investing, Shaber, is also the founder of the Women's Health Research Institute. A former longtime co-anchor of the WCAU NBC 10 News, Renée Chenault Fattah also worked at several other stations across the country and as a lawyer at the New York firm of Hughes Hubbard & Reed. She serves on the board of directors of Philadelphia Lawyers for Social Equity and on the board of trustees of Johns Hopkins University, and in 2020 was inducted into the Broadcast Pioneers of Philadelphia Hall of Fame. (recorded 7/20/2022)

Today men still manage nearly 98% of investment capital, and get 97% of venture capital. Yet when women are financial decision-makers, investments are more profitable, and companies make decisions that better benefit the overall economy. This is the “ XX Edge.” And we're learning about it with Ruth Shaber and Patience Ball, authors of The XX Edge: Unlocking Higher Returns and Lower Risk. In Mailbag, we discuss real estate investing and saving late for retirement. In Thrive, how to find a job that won't cause you to rage quit.

Patience Marime-Ball of the Women of the World Endowment joins Monique Aiken on the latest Agents of Impact Podcast to talk about The XX Edge, her new book which comes out this week. https://bookshop.org/books/the-xx-edge-unlocking-higher-returns-and-lower-risk/9781637630938 --- Send in a voice message: https://anchor.fm/impact-alpha/message

We're kicking off the week by answering listener questions! And if you have a question that you'd like for us to answer on the show, we'd love for you to submit your own via HowToMoney.com/ask , send us your voice memo. Regardless of how random or bizarre you might think it is, we want to hear it!   1 - How detailed should we get with our monthly budget - should we break out individual items on receipts? 2 - What kind of pre-tax-post-tax balance should I strike when contributing to retirement accounts? 3 - Should I seek higher returns by investing more into my side business? 4 - For my retirement - should I continue building up towards my state pension or switch to a 401k with a match? 5 - Is it a good idea to tap equity in my current home for a down payment on an investment property?   During this episode we enjoyed a Taras Boulba by Brasserie De La Senne! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!   Best friends out! See omnystudio.com/listener for privacy information.