Podcasts about investing strategy

Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Apply for the Leap Year 6-week Minimind - https://www.oliviatati.com/leapyearminiIn this conversation, Olivia Tati discusses the importance of pursuing passion in real estate investing, emphasizing that joy and excitement should drive investment decisions. She shares her personal journey from a corporate job to real estate, highlighting the significance of family partnerships in building generational wealth. Olivia also talks about her vision for creating unique properties that stand out in the market, encouraging others to follow their joy and passion in their entrepreneurial endeavors.

They are best known as a vehicle for diversification and providing tax benefits. But there are more to munis than that. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Schwab Chief Investment Strategist Liz Ann Sonders joins us to discuss why geopolitical events rarely move markets long-term, how AI investment themes are evolving, and why 74 stocks outperformed Nvidia in 2025. Plus, Sonders shares her jigsaw puzzle philosophy on investing and more.

Queenie Tan shared with Glen James about her journey to becoming a content creator - the hard decisions she had to make, the risks and how she invested to make it work.This audio is from a clip on the money money money YouTube channel: https://youtu.be/jgfeOY0SYqsmoney money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance.Sphere Home Loans: https://www.spherehomeloans.com.au/Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aiWe hate email spam so we don't create it! Sign up to our newsletter to get only the valuable money, careers and property info you need: https://email.moneypodcast.com.au/Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au/courses/the-glen-james-spending-planThis video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd (as is Glen James) which holds financial services licence 451289. Please read our Financial Services Guide located at moneypodcast.com.au. This video is intended for residents of Australia.Intro theme:"Coal" by HartleyLicensed via Shutterstock Music – royalty-free, commercial use permitted.Community Segment Theme:"Tuscan" by Geoffrey JerrellLicensed via Shutterstock Music – royalty-free, commercial use permitted.Midroll Advice Segment:"Sunset Paradise Pop" by Lesion XLicensed via Pixabay Music – royalty-free for commercial use.Outro Music:"Photograph" by nomaBeatsLicensed via Pixabay Music – royalty-free for commercial use.No copyright infringement intended. All music used under appropriate commercial licences. Hosted on Acast. See acast.com/privacy for more information.

First and foremost, Merry Christmas! In today's macroeconomic update, Randy shares insights into the current economic landscape and how it's impacting the real estate market. Despite interest rates remaining elevated, the team has seen strong success in the single-family residential space by capitalizing on distressed opportunities in markets like Tampa and Cleveland. Randy also explains how these shifting market conditions are shaping Prosperity Capital Partners' investment strategy and what investors can expect as we move toward 2026.

In this episode, Lady Landlords founder, Becky Nova…Shares a real estate strategy of renting out individual rooms instead of the entire property as one. This approach can boost cash flow, reduce vacancies, and provide diversification.She covers key considerations: legal rules, zoning, fair housing, leases, tenant screening and shows that with proper systems, managing multiple tenants is doable even with a full time job.She also suggests creative options like converting basements/attics, offering furnished or unfurnished spaces, and trying short- or mid-term rentals to maximize income and move toward financial freedom.===

Note: The securities mentioned in this podcast are not considered a recommendation to buy or sell and once should not presume they will be profitable.In this episode of The Private Equity Podcast, Alex Rawlings welcomes Scott Neuberger, Co-Founder and Managing Partner of Karmel Capital, a private equity firm investing in late-stage software and AI companies. Scott shares deep insights into how Karmel Capital leverages AI within its investment process, how they identify and evaluate late-stage tech businesses, and why they're placing strategic bets in the infrastructure layer of AI.Scott explains the firm's capital efficiency-focused strategy, how they rank companies, and what metrics truly distinguish iconic businesses from the rest. He also discusses how AI is transforming internal operations and why firms must go beyond the hype to truly implement impactful AI solutions.Later in the conversation, Scott offers practical advice to portfolio company leaders on how to begin leveraging AI meaningfully—starting with labor-intensive areas like customer support. He finishes by outlining Karmel's top-down investment approach to sectors like cybersecurity and why infrastructure plays offer value and growth.Whether you're investing in tech, operating a portfolio company, or just curious about how AI intersects with private equity, this episode is packed with real-world insight.⌛ Episode Highlights & Time Stamps:00:03 – Introduction to Scott Neuberger and Karmel Capital 01:00 – Scott's journey: entrepreneur turned investor 02:19 – The mistake of investing too early in venture capital 03:47 – Why Karmel focuses on measurable, repeatable metrics 04:45 – How they assess capital efficiency in tech companies 06:41 – Key metrics and importance of experienced management teams 08:38 – Evaluating human capital and talent within portfolio companies 10:05 – Zooming out: The “mosaic theory” of identifying strong investments 10:33 – How Karmel Capital uses AI internally for data collection & analysis 13:22 – AI investing: why infrastructure is Karmel's focus 15:49 – Pick-and-shovel strategy: betting on infrastructure vs. applications 17:44 – Advice for portfolio execs on where to begin with AI 18:43 – Customer support as a high-impact AI use case 21:09 – Navigating noise in AI investing: how Karmel decides where to play 22:34 – Case study: AI in cybersecurity and the top-down analysis approach 24:59 – The arms race in cybersecurity: AI on both offense and defense 25:29 – Scott's reading and listening habits (inc. 20VC podcast) 26:56 – How to contact ScottConnect with Scott Neuberger:

In this episode of the Canadian Money Roadmap, we explore why chasing last year's top-performing stocks or sectors can leave your investment strategy “late to the party.” Evan breaks down the pitfalls of following market hype—like AI, tech chips, utilities, and even nuclear power—and explains how much of the expected growth is already priced in by the time most investors notice.Learn why diversification, humility, and keeping costs low are the real keys to long-term investing success. Plus, hear research on why only a tiny fraction of stocks drive most market gains, and why trying to pick the next big winner is a losing game for most.

How does someone pull off 47 real estate deals in just 9 months—without a massive list or team? In this episode, Jeff Colón breaks down the exact system he used to dominate his market with only 1,000 properties on his list. He shares how he targeted, followed up, and scaled fast using a simple, repeatable process that anyone can apply. Whether you're a new investor or looking to sharpen your strategy, this episode will show you what's really possible when you work smart, stay consistent, and focus on quality over quantity. KEY TALKING POINTS:0:00 -  Intro0:34 - Jeff Colón's Business & Why He Switched To Wholesaling1:54 - Why It Was Challenging To Start Wholesaling5:25 - How He Finds His Deals9:23 - The Importance Of Sales Skills & Jeff And David's Tips15:34 - Working From Home vs Working In Person16:36 - Why He Hired A Team & Working With Buyers21:33 - His Recommendations For David24:23 - Jeff Shows Us His Postcard Design28:01 - Buying Properties For Himself32:08 - How To Get In Touch With Jeff32:45 - Outro LINKS:Instagram: Jeff Colónhttps://www.instagram.com/justcalljeff/ Facebook: Jeff Colónhttps://www.guidewithjeff.com/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

Everything is hitting record-highs - is this a warning sign? ---------Get The FREE 10 Step Checklist That Grew My Portfolio To Over £160,000+

2026 Portfolio diversification strategies just became critical as market cycles shift. Chris Lopez reveals his complete rebalancing plan: reducing real estate from 75% to 55% of total holdings, shifting from 85% equity to 50/50 equity-debt positions, and targeting contrarian Denver multifamily opportunities under $100K per door while increasing public market exposure to capture AI, energy infrastructure, and blockchain trends.

Connect with Sierra:IG: @sierradavisofficialWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

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)

In this episode, Jesse Eckel returns to unpack what could be ahead for markets in Q4 2025, and why this cycle might look different from anything we've seen before. We dig into the macro setup, the potential for September rate cuts, and how liquidity, regulation, and market psychology could shape the next few months. Jesse also shares how he's approaching allocation, exits, and what he's watching most closely heading into year-end.~~~~~

Here's how to invest in a way that you'll have an extremely high likelihood of getting a win with no time or emotions invested which would detract away from your business.Get $10 BTC Bonus with Coinbase:https://www.coinbase.com/join/videll_7?src=ios-share-----Hosted by Derek VidellLearn How to Run Profitable Facebook Ads Yourself: socialbamboo.com/30 (free call) social bamboo.com/5roas (free course) socialbamboo.com/dwy (paid program) I have DWY and DFY Meta Ads services available. Book a free call to start. Build a Perfectly Trained AI Chatbot: https://pro-bots.ai/trial (free course + 14 day software trial)Instagram | YouTube | SocialBamboo.com

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Shawn Miller, a seasoned real estate investor with over 20 years of experience. Shawn shares his journey into real estate, key principles that have guided his investments, and the challenges he has faced along the way. He emphasizes the importance of local investments, the significance of the 1% rule, and the necessity of building a reliable team of contractors. Shawn also discusses his approach to managing a large portfolio of properties and offers valuable advice for new investors looking to navigate the complexities of the real estate 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   —--------------------

Why is fishing like investing? I'm reeling in the similarities between landing a big catch and growing your wealth. Spoiler: it's not about fancy lures or complicated strategies. Learn why patience and simplicity are the keys to success in both pursuits. To discover how to avoid getting caught up in investment fads, tune in now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Jason gives an interview on the "Dean Rogers Show" as he discusses the economy and real estate market, emphasizing the importance of data-backed insights over sensationalism. Jason presents the concept of inflation-induced debt destruction, highlighting real estate's unique advantages. He discusses the government's strategy of inflating currency to manage debt, correlating it with real estate investment principles. He analyzes low inventory in the housing market, attributing it to favorable mortgage rates, and predicts a prolonged shortage due to cheap mortgage locks. He suggests opportunities in home remodeling and rental property investment amidst rising rents and declining homeownership rates. Jason then talks about how the real estate market is showing signs of a temporary slowdown, especially in the apartment sector due to oversupply. While rents are softening in apartments, single-family homes continue to see rising rents. Jason suggests a crash is not imminent, citing factors like historically low-interest rates during COVID and the high equity and credit quality of mortgage holders. With a shortage of entry-level homes and strong demand, the market remains stable. They advise focusing on income-producing assets like real estate, emphasizing the importance of sensible property investments and understanding multidimensional returns. Interest rate predictions are uncertain, but Jason recommends leveraging property tracker for analysis. #WealthTrends2022 #HomeEquitySurge #EquityInsights #EmpoweredInvestor #IndianaCashFlow   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Katie Lober, a successful real estate professional and fund manager in Naples, Florida. Katie shares her journey from being a builder and broker to managing a fund that focuses on high-end speculative homes. She discusses the importance of flexibility in business, the value of building authentic relationships, and how to create investment opportunities for others. Katie emphasizes the need for trust and integrity in business relationships and offers insights on how to navigate challenges in the real estate 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   —--------------------

RV lots are the hidden gem of the land investing world—and this episode breaks down why now is the time to jump in. Jack and Aaron reveal how the post-COVID RV boom created sky-high demand for affordable, amenity-rich RV properties… and how savvy investors can profit. You'll hear the full story of a recent $7.5K flip, tips for using AI and automation to scale your land business, and a powerful “double offer” strategy to boost deal acceptance rates.  

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   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)

Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn't benefit from it. On this episode:Let's focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?When shouldn't an investor reinvest their dividends?Are there any differences between reinvesting dividends in a taxable vs a tax-deferred account?What types of dividends are taxable and non-taxable?How long you've owned a dividend-paying stock matters when it comes to taxes. Can you explain the differences between qualified and non-qualified dividends?What kind of record-keeping does reinvesting dividends require, and how does reinvestment affect the cost-basis?How are considerations different for stock dividends vs fund dividends?What's the final takeaway for the audience about dividend reinvestment?  Read about topics from this episode. When to Reinvest Dividends (or Not)These 4 Dividend ETFs Strike the Right Balance for Income Investors10 Top Dividend Stocks for 202513 Elite Companies With Fast-Growing DividendsWhat Are Dividends?The 10 Best Dividend StocksThe Best Dividend FundsWhat Makes a Great Dividend Fund? What to watch from Morningstar. Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-Advisors Read what our team is writing:Amy C. ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Have you felt the shift in the land investing market? You're not alone. The "party" of easy, high-profit flips from 2020 is officially over, and it's time to adapt. Today on The Land Academy Show, join Steven Jack Butala and Jill DeWit as they dive into what's changing, what they've done to stay ahead, and why you need to be thinking differently about your mailers and market moves. They'll break down what a successful 2025 land investing strategy looks like—how to navigate these new waters, avoid common pitfalls, and leverage your past successes to find new opportunities. Plus, hear a real-world solution to a common land investing challenge: securing an easement for a landlocked property. Whether you're a seasoned investor or just starting out, this episode is packed with the information and inspiration you need to thrive in today's evolving real estate landscape.

What if the secret to building a trillion dollar fortune wasn’t flashy trades or risky crypto bets, but something so boring, it’s actually kind of genius? In this episode, we’re taking a look at the investing strategy of the world’s most low-key billionaire... and showing you exactly how to start doing it yourself (no, you don’t need a six-figure salary or a finance degree). From his first investment at age 11 to the simple rules he swears by, we unpack the mindset behind Warren Buffett’s slow-and-steady success... and why it just might be the smartest way to build your own wealth.

Spencer and Gray welcome Jonathan Mednick to the Podcast (originally Episode 32). Jonathan is the co-founder of REI Trader, a Birmingham-based investment company.  We cover a lot of ground in this episode covering everything from, Why Jonathan chose Birmingham as his home base for building a 100+ rental portfolio Predictions on the housing market for the rest of 2022 The secret to managing turnkey properties as an out-of-state investor Multi-family, short-term rentals, exit strategies, financing rentals, and more! ____________ Learn more about REITrader.com (buy & sell properties) and REIBrokers.com (financing) today! ____________ Looking to buy rentals in Birmingham? Learn more >> https://evernest.cc/3sJ3gnO ____________ Enjoyed the episode? Leave us a review and tell us about it!   =================================== Investing in real estate without needing to be the expert sounds like a pipedream. Well, it isn't. When you work with Evernest's in-house brokerage team of investor-friendly Real Estate Agents, you get the simplest way to build a local team and grow your rental portfolio all at the same time. Learn more ➡️ https://www.evernest.co/pocket-listings/ =================================== Subscribe to our podcast and leave us a review if you enjoyed this episode! =================================== Connect with Matt and Spencer at Evernest: Evernest.co Hosts: Spencer Sutton, Matthew Whitaker, and Gray Hall Guest: Jonathan Mednick of REI Trader Visit the Podcast Website: Evernest.co/podcasts Email the Show: podcast@evernest.co =================================== Production House: Flint Stone Media Copyright of Evernest 2022.

In this week's episode, I sit down with Dr. Axel Meierhoefer—Air Force veteran, real estate investor, mentor, and the founder of the Ideal Wealth Grower system. Axel shares how he transitioned from corporate life to full-time real estate investor, scaling a portfolio across multiple states and countries while helping others achieve true time freedom.   We dive deep into remote investing strategies, mindset shifts required to lead your real estate empire like a true CEO, and creative financing ideas even if you don't have 20% down today. Axel also shares how he helps newer and seasoned investors alike not just build portfolios but transform their entire approach to wealth-building.   If you're looking for a blueprint to real estate freedom and a mindset to match, this conversation will move the needle for you.   Key Talking Points of the Episode   00:00 Introduction 01:00 Who is Dr. Axel Meierhoefer? 02:50 Investing across Ohio, Idaho, Florida, Belize, Spain & beyond 04:00 Creative housing strategies: room rentals via PadSplit 07:42 How to invest remotely using turnkey providers effectively 09:03 Why having property managers within turnkey companies matters 11:17 Managing your portfolio with a turnkey provider 15:12 The life cycle of a rental property: vacancy, tenant screening, raising rents 17:15 Creating a CEO mindset in real estate investing 22:20 Helping W-2 workers evolve into empowered CEOs of their portfolio 24:27  Creative strategies for funding 20% down payments 28:38 Mindset Prep Manual: Axel's gift for building investor discipline 33:42 Tangible assets for advanced investors: gold, silver, and investment diamonds 35:23 How diversification beyond real estate protects long-term wealth 37:56 How to get in touch with Axel and his team Quotables   “You can't earn back a dollar, but you can never earn back time or mindset once you lose it.”   “Investing isn't just about properties. It's about becoming the CEO of your future.”   “Freedom isn't a destination. It's a series of small, smart decisions stacked over time.”   Links   The IDEAL Investor Show https://podcasts.apple.com/us/podcast/the-ideal-investor-show-the-path-to-early-retirement/id1584725819   Mindset Prep Manual https://smartrealestatecoach.com/axel   Ideal Wealth Grower https://idealwealthgrower.com/   Ideal Wealth Grower https://www.amazon.com/IDEAL-WEALTH-GROWER-Journey-Freedom-ebook/dp/B0DH2H3P6N   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprenticepodcast   In the Trenches Bootcamp https://smartrealestatecoach.com/ittbpodcast   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-pod   7 Figures Funding https://smartrealestatecoach.com/7figures-pod   Land Voice https://smartrealestatecoach.com/landvoice-pod

In this episode, Dr. Preston Cherry breaks down this old investing rule and why it might not work anymore. Originally tied to London's horse racing season, the idea was to cash out in May and return in November. But in today's fast-paced, data-driven markets, that strategy is losing steam. Dr. Cherry explains why staying invested and using smarter tactics beats trying to time the market.Takeaways:• Old rule, outdated• Timing rarely wins• Stay invested long-term• Use smart rebalancing• Focus beats fearWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

From addiction at 14 to managing a $110M real estate fund, Stephen J. Reel's story is unlike anything you've heard. In this episode of Dropping Bombs, Brad Lea sits down with the Section 8 investor and aspiring fund manager to unpack the brutal truths, controversial strategies, and step-by-step tactics behind building a cash-flowing portfolio in one of the most recession-resistant asset classes in America. Stephen breaks down how Section 8 changed his life, and the exact process for launching a fund—even if you don't come from money or Wall Street.  Connect with Steve Website: https://kvrinvestors.com

In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he transformed a cathartic blog into a thriving income source and community. The conversation explores the power of compounding, the value of real estate in wealth-building, risk tolerance, money mindset, and why aligning financial goals with personal values is crucial. Sam also dives into how AI is shaping the future of content creation and wealth strategy, both as a tool and a hedge. Whether you're starting your financial journey or refining your path to early retirement, this episode offers rich takeaways on how to invest with intention, build passive income, and live a life of purpose and autonomy.

Mastering Real Estate Investing: A 401k Mindset for Long-Term Wealth. In this Timely 10 episode of the Burn Your Boats Wealth podcast, host Clark Lunt shares invaluable insights into real estate investing mindset, advocating for a strategic approach that mirrors the discipline of a 401k. Clark emphasizes the critical need for emotional detachment in real estate investments, a key factor often overlooked by new and experienced investors alike.He champions a long-term real estate strategy focused on consistent contributions and the strategic reinvestment of cash flow. By adopting this disciplined, wealth-building mindset, investors can effectively navigate the market, avoiding common real estate investment pitfalls and the regrets associated with emotional decision-making.Listeners will learn how to:Approach real estate investing with the same structured discipline as a retirement account.Cultivate emotional detachment to make sound, long-term investment decisions.Implement strategies for consistent investment and cash flow reinvestment.Minimize risks and maximize returns in the dynamic real estate market.This episode is a must-listen for anyone serious about achieving financial freedom through real estate and building sustainable wealth over time. Tune in to the Burn Your Boats Wealth podcast to gain expert insights on transforming your real estate portfolio.Key TakeawaysInvesting in real estate should mirror a 401k approach.Emotional detachment leads to better investment decisions.Real estate investing is a long-term commitment.Consistent contributions are key to wealth creation.Avoid reacting to market fluctuations.Keep cash flow separate for reinvestment.Investing is a marathon, not a sprint.Every investor regrets selling too soon.Treat real estate like a self-directed IRA.Long-term strategies yield better results.Sound Bites"Real estate will self-correct over time.""Real estate is a marathon, not a sprint.""Investing is a long game, not a sprint."Chapters00:00 The 401k Mindset in Investing10:29 Real Estate as a Long-Term Investment Strategy12:34 Navigating the Real Estate Market13:02 Engaging with Our Audience13:32 Introduction to Burn Your Boats Wealth Podcast14:01 Engagement and Community BuildingKeywordsreal estate investing, 401k mindset, emotional detachment, long-term strategy, wealth creation, emotional detachment in real estate, sustainable wealth, reinvestment of cash flow, wealth-building mindset, real estate investment pitfalls, financial freedom through real estate, Burn Your Boats Wealth podcast Hosted on Acast. See acast.com/privacy for more information.

Is cash flow keeping you comfortable—but capping your growth? In this episode of The Rich Somers Report, Rich sits down with legendary investor Thach Nguyen to break down why long-term wealth is built through appreciation—not just monthly income—and how wealthy investors think differently about scaling portfolios.Rich and Thach discuss:Why appreciation markets like San Diego and Seattle are often overlooked by beginnersThe trap of chasing cash flow in low-growth markets—and when to trade upHow compound appreciation, leverage, and 1031 exchanges build generational wealthWhy delayed gratification is the key to leveling up in both life and businessHow to balance your first few deals for income—and when to pivot for long-term net worthThach shares his journey from buying a single house with 5% down to building a portfolio on track to hit $1 billion in net worth—without outside investors. If you're stuck on the cash flow treadmill or wondering how to level up your real estate game, this episode will give you the mindset and roadmap to start thinking like the top 1%.Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management.  At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered 19% annualized returns over 30 years. Flatt identifies three major trends driving their investments: digitalization (including AI infrastructure), global energy transition, and reindustrialization as supply chains shift. The conversation explores Brookfield's approach to risk management, their expansion into insurance, and their meritocratic culture. When Shane presses for clarity on Brookfield's complex corporate structure, Flatt provides rare insights into how the organization's design creates both operational flexibility and investment opportunities.  What separates Brookfield from competitors? Patient capital: the discipline to wait for extraordinary opportunities and the financial strength to act when others can't.  If you want to understand how the smartest capital allocators think and what it takes to build something enduring, this episode is essential listening.  Thanks to these sponsors for supporting our show:  NordVPN: EXCLUSIVE NordVPN Deal ➼ nordvpn.com/KNOWLEDGEPROJECT. Try it risk-free now with a 30-day money-back guarantee  Shopify: Sign up for your one-dollar-per-month trial period at shopify.com/shane. All lowercase. ShipStation: Get a 60-day free trial at www.shipstation.com/knowledgeproject. The opinions shared on this podcast belong solely to those expressing them. Hosts and guests may hold positions in the securities discussed. This podcast is intended to provide general information only and should not be considered financial advice.  (00:02:56) Changes in Investing Over the Past 25 Years (00:04:51) How Private Enterprise Has Built Our Tech Infrastructure (00:07:08) Implications and Opportunities of Passive Investing (00:09:08) Advantages of Private Companies (00:12:36) Three Investment Themes (00:15:11) Winners in Digitalization (00:16:45) Application of Artificial Intelligence in Businesses (00:21:44) Transition to Low-Carbon Energy (00:25:24) Future of Data Centers (00:27:32) De-globalization of Industry (00:29:59) Implications of Manufacturing Repatriation (00:31:11) Long-term Prospects for America (00:36:20) Approach to Risk and Debt (00:37:48) Impact of Interest Rates (00:40:47) Managing Market Dislocations (00:42:30) Long-term Investing Strategy (00:45:06) History and Future of Brookfield (00:47:55) Exploration of Private Markets and Insurance (00:48:48) Investment Decision Process (00:55:18) Understanding Brookfield's Structure (00:59:40) Positioning of Brookfield's Businesses (01:00:21) Talent and People Management at Brookfield (01:02:58) Focus on Downside Protection (01:05:03) Accountability in Investment Decisions (01:06:32) Understanding Investment Cycles (01:08:14) Learning and Training in the Organization (01:09:06) Postmortem Analysis of Investments (01:11:14) Consideration of Geopolitical Risks Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

A single-family home could give you some extra cash flow, but what if there was a way to make six-figure returns from “rentals” that breathe new life into your town? Today, we'll share a rookie-friendly investing strategy that allows you to do just that, all while using very little (if any) of your own money! Welcome back to the Real Estate Rookie podcast! Katie Neason is a big believer in “investing where you're invested” and has built a real estate business that allows her to make huge returns while revitalizing her hometown of Bryan, Texas. Unlike normal real estate development, which involves new construction on raw land, redevelopment is the process of taking an area that was previously built on and giving it a new purpose. The best part about redevelopment? Your city might actually want you to do it—meaning you could get all kinds of grants and tax breaks to bring your vision to life! In this episode, Katie will give you a detailed walkthrough of her most recent deal, show you the perfect “gateway” redevelopment project for a new investor (step by step), and teach you how to get started with this strategy using other people's money (OPM)! In This Episode We Cover: Redevelopment explained (and why it's even better than new development) Making huge returns and revitalizing neighborhoods with the new BRRRR strategy The perfect “gateway” project into redevelopment for new investors How to fund a redevelopment project with little to no money A step-by-step walkthrough of Katie's most recent redevelopment deal How to determine whether your town or city is “developer-friendly” And So Much More! Links from the Show Ashley's BiggerPockets Profile Tony's BiggerPockets Profile Join BiggerPockets for FREE Real Estate Rookie Facebook Group Real Estate Rookie YouTube Follow Real Estate Rookie on Instagram Ask Your Question for a Future Rookie Reply “Like” Real Estate Rookie on Facebook Build-to-Sell Calculator Katie's Instagram Start Earning Passive Income from Rental Properties with Realbricks Grab the Book, “Raising Private Capital” Sign Up for the Real Estate Rookie Newsletter Find Investor-Friendly Lenders Urban Redevelopment & How to Capitalize on a Profitable Trend Katie's BiggerPockets Profile (00:00) Intro (00:59) What Is “Redevelopment”? (04:57) The “Gateway” Into Redevelopment (07:06) Next Steps for Rookies (16:13) How to Fund Your Project (21:41) Katie's Most Recent Deal (30:55) 4 Tips for New Investors (34:32) Connect with Katie! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-537 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

Are you stuck with a problematic property? What if you could create thousands of dollars in monthly cash flow just by pivoting to the right investing strategy for your property and market? That's exactly what today's guest did, and if you stick around, she'll show you how to repeat her success! Welcome back to the Real Estate Rookie podcast! Aleea Stanton's grandparents gave up their home to put her through college, so after graduating from law school, she saved up and bought them a house. Little did she know that this would ignite a passion for real estate investing and home renovation projects. Before long, Aleea had gone on to fix and flip eight houses—averaging $40,000 in profit per home—and even pocketed a whopping $200,000 on her most recent flip! Despite the huge profit margins she earned with this lucrative strategy, Aleea decided to diversify her real estate portfolio with buy-and-hold investing. Now, she brings in an additional $3,000 in consistent monthly cash flow, all thanks to a combination of long-term and medium-term rentals. Tune in as Aleea shares her biggest successes and several critical mistakes to avoid! In This Episode We Cover: Making thousands in monthly cash flow by pivoting to another investing strategy Why diversification is one of the most powerful tools in a difficult housing market The number one thing that will make or break your renovation projects Why you should always order your own home inspection (even if you waive one) Creative ways to find off-market real estate deals in a competitive market And So Much More! Links from the Show Ashley's BiggerPockets Profile Tony's BiggerPockets Profile Join BiggerPockets for FREE Real Estate Rookie Facebook Group Real Estate Rookie YouTube Follow Real Estate Rookie on Instagram Ask Your Question for a Future Rookie Reply “Like” Real Estate Rookie on Facebook Maximize Your Real Estate Investing with a Self-Directed IRA from Equity Trust Buy the Book “Start with Strategy” Sign Up for the Real Estate Rookie Newsletter Find an Investor-Friendly Agent in Your Area Which Real Estate Investing Strategy Is Best for Your Goals? (00:00) Intro (00:35) Buying Her First House (05:35) Flipping 8 Houses! (08:12) Pivoting to Long-Term Rentals (16:58) Finding Great MLS Deals (28:20) Mid-Term Rentals & Off-Market Deals (31:49) Connect with Aleea! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-533 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

Options guru Jeff Fischer discusses with 7investing how options can be used as a complement to stocks to boost the returns of a long-term investment portfolio.When used responsibly, options can be a fantastic way to boost the overall returns of an investment portfolio.But options are also shorter-term in nature and they are more highly-exposed to risks and uncertainties. So how, exactly, should investors be using them responsibly? Jeff Fischer has three decades of investing experience. Between writing content for retail investors, co-founding multiple options newsletters, and even managing a hedge fund, he has a wealth of knowledge about investing strategies to generate long term returns.In our recent conversation on March 7, 2025, Jeff discussed how options can be a long-term investor's best friend for boosting returns -- but they also have a few nuances that shouldn't be ignored.Options are best used as a complement to stocks. Jeff describes why he's often writing puts to generate income when he wants to buy a stock at a particular price and writing calls when he's willing to sell a stock for a certain price.We also discussed how investing in options can be slightly different than investing in stocks. Due to their shorter-term nature, options are more exposed to the behavior of the stock market and are more heavily influenced by its current mood of optimism or pessimism. While technical factors do play a role, options strategies should still be built upon fundamental research and valuation.Jeff then described the tradeoff between an option's intrinsic value and its time value. When selling options, you get paid the premium upfront; and you can later buy it back in the future to close out the contract. Jeff typically looks to close out options positions he has written if they've reached 80% or more of the premium's total value -- meaning there's less than 20% of the initial premium left on the contract.We then discussed the difference between retail and institutional investors. Retail investors have the freedom to invest anywhere they would like, but institutions prefer much more predictability and credibility. When retirement funds are at stake, institutional investors are looking for their fund managers to reliably execute on the strategy they were created to accomplish. In the outro, Jeff offered the sectors and stocks that he most enjoys to invest in. During his 30 year career, he's mostly preferred software companies like Alphabet and Meta Platforms. He also mentioned Airbnb as a most recent opportunity investors might want to consider.To have our investing insights delivered to your Inbox every week, please join our free 7investing newsletter today.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

Daniel Cocca is the Co-Founder and Managing Director of Alpha Investing, a real estate private equity firm targeting unique and compelling investment opportunities for the current market cycle and economic climate. Daniel's background as a NYC biglaw corporate attorney combined with his private equity expertise gives him a unique viewpoint on structuring complex transactions, navigating capital markets, executing unique investment strategies and managing multifaceted real estate deals.  Under Daniel's leadership, Alpha Investing has driven over $3 billion in investments, targeting a unique mix of asset classes and strategies that are often less accessible to individual investors. He has successfully navigated various market changes and opportunities over the years. Given the current market volatility, he is well-positioned to offer valuable insights into emerging real estate trends, strategies for portfolio diversification, and approaches to achieving strong returns across diverse asset classes.   In this episode, we talked to Daniel about investing into uncertain markets, sensible investment deals, adjusting investment strategy and how frequent it should be, as well as depending on what change within the market, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Finding the Right Deal;   02:39 Daniel's background; 15:37 Tips for investing into uncertain markets; 17:58 An insight into sensible investment deals; 24:43 Adjustment frequency of investment strategies; 29:46 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: A short-term debt misstep that reinforced a stronger long-term investment strategy.. Digital Resource: The Wall Street Journal and podcasts. Most Recommended Book: How to Win Friends and Influence People. Daily Habit: Working out and pickleball. #1 Insight for investing based on cash flow while still looking for value: Being patient in finding the right deal and taking advantage will help you succeed. Best place to grab a bite: Osteria Francescana.   Contact Daniel: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

In this episode of The Property Profits Podcast, host Dave Dubeau welcomes Rebekah Taylor from Taylored Investments. Coming from three generations of real estate professionals, Rebekah has built a thriving real estate investment business alongside her husband, Nathan. From starting in single-family rentals to raising capital for multifamily and assisted living investments, her journey is both inspiring and educational. Rebekah shares her experience in syndication, passive investing, and the importance of finding the right partners in real estate. She also discusses how she balances being an investor, entrepreneur, and mom while growing a successful business. Tune in to hear: ✔ How Rebekah transitioned from the tech industry into full-time real estate investing ✔ The power of syndications and how she raised capital for large-scale projects ✔ Why assisted living facilities have become a key part of her investment strategy ✔ Her approach to investor relations and keeping investors happy ✔ Tips for raising capital and overcoming objections as a new investor     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Interest rates are still rising even three years after the first rate hikes. So what should you do: wait to buy when rates are lower, sell the underperforming properties you have while prices are high, or keep buying in hopes you can refinance? We're explaining what each of us is doing with our money during this seven-percent rate era, plus how to score a lower rate loan on rental properties most investors overlook. How is James planning on doubling his money even with high rates? By bringing back a once-popular investing strategy, James is creating a win-win no matter what direction rates go. You can repeat this, too, if you know his plan. Kathy shares how you can lock in a lower mortgage rate by buying new construction, freeing up cash flow all while having close-to-zero maintenance costs. Henry shares some advice on why now is a solid time to think about selling the properties you don't love and why high home prices can work in your favor whether you're flipping, BRRRR-ing, or buy-and-holding.  In This Episode We Cover How to still invest in real estate during high interest rates (plus our exact 2025 strategies) Why now may be the perfect time to sell the properties you're tired of holding Better buying opportunities for new builds and how to score a low interest rate on a new property James' plan to double his money (and create cash flow) with a refreshed type of BRRRR strategy The type of loan that has BETTER rates than residential financing (but can be used for rentals!) And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Find Investor-Friendly Lenders Dave's BiggerPockets Profile Henry's BiggerPockets Profile James' BiggerPockets Profile Kathy's BiggerPockets Profile BiggerPockets Daily 1263 - Investors: Stop Worrying About Interest Rates—Here's Why Right Now Is the Time to Buy Pick Your 2025 Investing Strategy with Dave's Book, “Start with Strategy” Jump to topic: (00:00) Intro (03:02) Cash Flow Down, Prices Up  (07:58) Better Opportunity to Buy?  (12:26) Double Your Money with BRRRR  (21:24) Lower Rate Loans/Strategies  (26:23) “Debt Swap” Financing Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-295  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

Today Clint Coons, Esq., sits down with Winston Templet, a seasoned real estate investor, developer, and contractor with over 20 years of experience. Based in Tennessee, Winston shares insights from his extensive career, including his early days as a reluctant real estate investor, where he began with trailer parks. They dive into the state of real estate investing in 2025, with Winston emphasizing the shift toward building rather than buying. Winston explains his approach to finding profitable properties, partnering with land sellers, and navigating complex regulations, zoning, and permits. He also offers valuable advice on selecting general contractors, financing options, and how to avoid common pitfalls, particularly for first-time investors. Throughout the conversation, Winston highlights the importance of education and building strong community relationships as keys to success in real estate. Winston Templet is a seasoned real estate investor, developer, and contractor with over two decades of experience in the industry. Based in Tennessee, he has built a substantial real estate portfolio, demonstrating a keen ability to identify and capitalize on lucrative opportunities in the market. Winston co-founded "The Real Estate Templet," a platform dedicated to educating and empowering individuals of varying experience levels on real estate investment and development. Winston's passion for real estate is matched by his commitment to educating the next generation of real estate professionals. It is his firm belief that education is the key to success. Highlights/Topics: Clint's introduction of guest Winston Templet A reluctant real estate investor - the trailer park story The state of investing in 2025, builds instead of buying How Winston finds properties, sharing wealth with land sellers, partnering for success Regulations, zoning, permits, etc. How to approach city and municipal offices, proposing zoning changes Key costs that must be considered - engineering fees, sprinkler systems, green energy requirements Financing recommendations, building relationships with community lenders, cash refi's from other properties Selecting general contractors - it is crucial to research, get referrals, and hire the right people, never pay money upfront! First-timer mistakes to watch out for Setting up protections from liability with the right business entities Closing comments, final words of advice Resources: Real Estate Templet on IG https://www.instagram.com/realestatetemplet/ The Real Estate Templet On YouTube https://www.youtube.com/@UCs57I294Kvkpwtw3PQoaXGQ Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=the-real-estate-investing-strategy-that-is-taking-off&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=the-real-estate-investing-strategy-that-is-taking-off&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Anderson Advisors Podcast https://andersonadvisors.com/podcast/ Clint Coons YouTube https://www.youtube.com/channel/UC5GX-U6VbvMkhSM1ONBiW8w  

Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/---In this solo episode of The Wealthy Way podcast, I'm breaking down eight powerful real estate investing strategies to help you build wealth and secure your financial future.With over $100 million in real estate deals under my belt and years of experience in the industry, I'm sharing my honest insights, personal stories, and expert advice on everything from wholesaling and flipping to short-term rentals and private money lending.I'm not just talking about the wins—I'm also opening up about the risks, challenges, and lessons I've learned along the way, like my tough experience flipping houses in 2022. Whether you're a seasoned investor or just starting out, this episode is packed with practical tips to help you find the strategy that works best for you.Here's what I'm covering:The four key factors to consider before jumping into real estate investingWhy wholesaling might be the perfect strategy for beginnersThe ups and downs of flipping and what to watch out forHow long-term rentals and short-term rentals can build passive incomeThe potential of commercial real estate and syndications---If you want to level up, text me at 725-527-7783! Get access to our real estate community, coaching, courses, and events at Wealthy University https://www.wealthyuniversity.com/Join our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://www.wealthykingdom.com/--- ---About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media a...

Alex Preziosi wants to reach financial independence by the age of forty-five, and with several hundred thousand dollars in retirement accounts, brokerage accounts, and savings, she's on pace to do just that. But now, she's thinking about quitting her W2 job. Can she still hit her FI goal? Today's guest has good problems, but problems, nonetheless! Welcome back to the BiggerPockets Money podcast! Since we last spoke with Alex, she has made two major leaps on her journey to financial independence. First, she has taken up house hacking, which pays for most of her mortgage in an expensive area of the US. But that's not all. She has also grown her side hustle as a real estate agent into a full-fledged business, where she now earns more than she does at her W2 job! These moves have only widened the gap between her income and her expenses, and, as a result, she's sitting on an even bigger pile of cash. Now, Alex finds herself at yet another crossroads. Is her W2 holding her back? Should she pursue full-time entrepreneurship while she has such a strong cash position? Stay tuned as we dive into the numbers and try to figure out Alex's best path to FI by forty-five! In This Episode We Cover The best path for Alex to reach financial independence by forty-five When to leave your W2 job and pursue full-time entrepreneurship How to lower (or eliminate!) your housing cost with the house hacking strategy Where to invest a large amount of cash (stock market versus real estate) Tax strategies that could help you save a fortune over your lifetime And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group How to Talk to Anyone Buy Scott's Book “Set for Life” Find an Investor-Friendly Agent in Your Area BiggerPockets Money 395 – Finance Friday: House Hacking, Side Hustles, and the Path to FI by 45 w/Alex Preziosi Connect with Alex (00:00) Intro (01:14) Alex's Money Journey (04:26) House Hacking Numbers (08:01) Money Snapshot (14:24) Leaving Her W2? (23:30) Buying More Rentals (29:57) Alex's Investing Strategy (36:13) HUGE Cash Position (43:21) Connect with Alex! (44:57) “Unlock” Your Potential!   Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-589 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

Rich Guy Ryan's girlfriend just got a raise, and they're interested in opening an IRA for her to begin investing—but stocks keep hitting new all-time highs, making him nervous that a correction is coming. Should they wait it out for the next bear market to start investing, or get in now? Plus, how to check your investments for weapons manufacturers and privatized prisons, and a wheels-off job posting that launders unrealistic expectations in the language of Hustle Bro nonsense. We are not licensed professionals; please do your own due diligence. Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/invest-now-or-wait. Money with Katie's mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're thinking about getting started in the real estate industry, chances are you're considering a lot of options. One popular real estate strategy is flipping houses. Is flipping houses a good investment strategy? That's the first question I'm answering on today's Q&A episode! On this encore episode of Investing in Real Estate, I'm answering three of your great questions about flipping, offsetting tax liability after a 401k withdrawal, and options for getting started investing with $25k.

#535: The Cost of Sticking with DIY Investing Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor? An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What's Paula and Joe's advice? Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA. Former financial planner Joe Saul-Sehy and I tackle these three questions in today's episode. Enjoy! P.S. Got a question? Leave it here. _______ Melissa asks (at : minutes): An upcoming job change is launching my partner and me into our highest earning years over the next decade. Given our higher tax bracket, what do you think about robo-investing with features like tax-loss harvesting? We're in our early fifties with a paid-off mortgage, $1.6 million in retirement accounts, and $400,000 in a taxable brokerage account. We're DIY investors with mostly total market index funds. Our last kid is finishing college with those costs already set aside.  Since our expenses will be much lower, we'll have more cash to invest after maxing out tax-advantaged accounts. We'll need some of that money to bridge us from retirement in 10 to 12 years to age 70. Does it make sense to look at something like the Schwab Intelligent Portfolio? My partner prefers an aggressive portfolio, but I'd like to mitigate the volatility since we'll need that money earlier than the typical 30 to 40-year investing timeline. How do we think through this? Hampton asks (at : minutes): I usually try to predict what your answers are going to be, but I was way off on episode 524 when Mark asked about how to use a $300,000 inheritance from a Roth IRA. When you interviewed Ed Slott in episode 307, he discussed inherited versus traditional IRAs and the tax implications. He mentioned that the Secure Act changed the inherited IRA rules to require a withdrawal of the full balance within 10 years. Given the tax rules on a Roth IRA, I think the wisest thing for Mark to do is to leave the inheritance alone for 10 years until he's forced to withdraw the money. The $300,000 would become $600,000 at 7.2 percent interest.  He could use his other savings for a down payment to buy the house and let the inheritance grow. At the end of the 10 years, he could easily pay off the house with beautiful tax-free money. What do you think? Anonymous asks (at : minutes): I recently rolled over a Roth 401k from a previous employer into a Roth IRA. After rolling it over, I learned that I'll have to pay taxes on the part of the rollover that is earnings, as opposed to contributions. Is this true? If so, I'm turned off from contributing to a Roth 401k. I know you're big proponents of Roth accounts but I'm worried that this degrades the benefits of this account. Is there something I'm missing? Should I continue contributing to a Roth 401k in the future? For more information, visit the show notes at https://affordanything.com/episode535 Learn more about your ad choices. Visit podcastchoices.com/adchoices

#535: Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor? An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What's Paula and Joe's advice? Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA. Former financial planner Joe Saul-Sehy and I tackle these three questions in today's episode. Enjoy! P.S. Got a question? Leave it https://affordanything.com/voicemail For more information, visit the show notes at https://affordanything.com/episode535 Learn more about your ad choices. Visit podcastchoices.com/adchoices