Podcasts about Investment

  • 21,281PODCASTS
  • 96,627EPISODES
  • 31mAVG DURATION
  • 10+DAILY NEW EPISODES
  • Sep 1, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories




    Best podcasts about Investment

    Show all podcasts related to investment

    Latest podcast episodes about Investment

    The World and Everything In It
    9.1.26 Venezuela's oil investment, personal data bargain, Trump's FDA nominee, and Sharia law

    The World and Everything In It

    Play Episode Listen Later Sep 1, 2026 34:28


    Venezuela makes a once-unimaginable turn toward American oil investment, privacy advocates propose “collective bargaining” for personal data, and Trump's FDA nominee inherits a long-stalled review of the abortion pill. Plus: Where religion becomes rule, Cal Thomas on the test that caught his cancer, a Vermont woman growing a dress so slowly the fashion trend may come back around, and the Tuesday morning news.Support The World and Everything in It today at wng.org/donate.Additional support comes from Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/online.From World Watch. A 10-minute daily news program that explores current events for students 5-12th grade. This high-energy show connects learners to the present, history and communities around the world. Join 40,000 Christian families that utilize World Watch as a tool to foster curiosity and have conversations about today's news as a discipleship rhythm within their families. “Whatever the news, the purpose of the Lord will stand!” First time? Take advantage of a 30-days free trial at worldwatch.news/podcast. Not ready to sign up? Check out a free episode at get.worldwatch.news/free-episode. And from Boyce College—which offers a Christ-centered education built on the truth of God's Word. Every student—no matter their major—takes 30 hours of Bible and theology, learning how to think biblically, live faithfully, and lead with conviction.Formed from the 160-year legacy of Southern Seminary, Boyce College prepares students for maximum faithfulness in the world, the workplace, the church, and the family.Learn more at boycecollege.com

    The Daily Stoic
    As Above, So Below | How Seeing Earth From Space Changes You (with Astronaut Mark Kelly)

    The Daily Stoic

    Play Episode Listen Later Sep 1, 2026 8:20


    We need to take a step back from problems, arguments, and frustrations. To look at the bigger picture. Watch the full episode with Senator and Astronaut Mark Kelly here: https://www.youtube.com/watch?v=tf-K7cEpuyICheck out Astronaut Terry Virts' full episode on The Daily Stoic Podcast on Apple Podcasts, Spotify, YouTube

    Halftime Report
    The September Setup: The Investment Committe's Strategy 9/1/26

    Halftime Report

    Play Episode Listen Later Sep 1, 2026 47:23


    Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Passive Investing from Left Field
    Qualified Opportunity Zones 2.0: Tax Deferral, Active-to-Passive Investing, and Real Estate Gains | Alicia Miller

    Passive Investing from Left Field

    Play Episode Listen Later Sep 1, 2026 36:06


    Alicia Miller joins PassivePockets to break down Qualified Opportunity Zones, why they matter for real estate investors, and how they can fit into an active-to-passive transition strategy. Chris and Alicia start with the basics: what a QOZ is, how the original program worked, and why investors with capital gains from selling real estate, a business, or other appreciated assets may want to understand this structure before making their next move. They walk through the key differences between QOZ investing and a 1031 exchange, including why QOZs only require investors to reinvest the capital gain, not the full sale proceeds, and why the money does not need to be held by a qualified intermediary. Alicia also explains the original QOZ timeline, the upcoming shift into QOZ 2.0, and how the new version creates a rolling five-year capital gains deferral with a 10% reduction, or 30% for qualifying rural investments. Chris and Alicia also dig into a timely QOZ 1.0 strategy: using a valuation study on a development project that has broken ground but is not yet cash flowing. Alicia explains how this could potentially create an upfront capital gains deduction before the original program sunsets, why the timing matters, and how investors should think about the trade-offs between tax benefits, development risk, and long-term hold periods. Key takeaways: What Qualified Opportunity Zones are and why they were created How QOZs can help landlords move from active ownership into passive investments Why QOZs differ from 1031 exchanges in timelines, reinvestment rules, and flexibility How QOZ 1.0 allowed investors to defer gains until the end of 2026 and potentially receive deductions based on hold period What changes under QOZ 2.0, including rolling five-year deferrals and new zone designations Why the 10-year hold remains the major long-term tax benefit for QOZ investors How valuation studies may create a unique window for certain QOZ 1.0 development investments Join a community of passive investors. Start your FREE 7-day trial: https://passivepockets.com/?utm_source=youtube&utm_medium=description&utm_campaign=none Listen to the PassivePockets Podcast Anywhere: https://lnk.to/passivepockets Subscribe to the Passive Investing Newsletter: https://www.biggerpockets.com/email-subscribe?utm_source=youtube&utm_medium=description&utm_campaign=none Join BiggerPockets for free: https://www.biggerpockets.com/signup?utm_source=owned_media Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

    Decide It's Your Turn™: The Podcast
    Mastering Adaptability and Global Leadership with Steve Felder

    Decide It's Your Turn™: The Podcast

    Play Episode Listen Later Sep 1, 2026 54:38


    What does it take to go from working as a candy store cashier to becoming a global CEO? In this episode, Christina Lecuyer sits down with Steve Felder, a seasoned business leader who has lived in seven countries and led organizations across 23 markets in industries including shipping, logistics, and cybersecurity. Steve shares the unexpected twists that shaped his career and the lessons he's learned about the power of relationships, staying adaptable, and remaining open to opportunities. Now redefining success through entrepreneurship, travel, and personal well-being, Steve opens up about building a life on his own terms—including his popular “One Week, One City” LinkedIn travel series. This is a conversation about taking chances, staying curious, and creating a definition of success that evolves with you. About Steve Felder Steve Felder is a global executive, board advisor, investor, and former multinational CEO with 25+ years of leadership experience across North America, Europe, Africa, the Middle East, and Asia. Having lived and worked in seven countries and led businesses across 23 markets, Steve specializes in growth, transformation, international expansion, and building high-performing organizations. Most recently, he served as President of ZIM Canada, following 17 years with Maersk in senior leadership roles across Africa, the Middle East, and Asia. Today, Steve advises companies, boards, and investors across industries including cybersecurity, AI, aviation, sustainability, logistics technology, and M&A. He holds an MBA from the University of South Africa and completed executive education at INSEAD. Connect with Steve on LinkedIn If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes CONNECT WITH CHRISTINA! Instagram LinkedIn Christinalecuyer.com Book a Free Clarity Call Book Christina For Your Next Workshop

    Women Invest in Real Estate
    WIIRE 246: You Bought Multiple Properties…Now You're Stuck. Here's Why.

    Women Invest in Real Estate

    Play Episode Listen Later Aug 31, 2026 35:02


    This week, we are diving into why so many experienced female real estate investors hit a wall after their third or fourth property—and exactly how to move past it. We talk about what happens when the numbers stop penciling, even though you know real estate works because it's already worked for you.  We're breaking down the biggest reasons you're feeling stuck, including: Why not having a true buy box (with real metrics, not vibes) keeps you in analysis paralysis How “Is this a good deal?” is the wrong question—and what to ask instead The trap of trying to eliminate all risk and how that kills every deal on your spreadsheet Why waiting for a “home run” deal is keeping you from building long-term wealth How your next best deal might already be in your portfolio through refinancing, restrategizing, or selling The power of a sanity check and surrounding yourself with other women investors who get it If you're a woman on deals 4–10 who's tired of spinning your wheels alone, this episode will help you see what's really holding you back and give you practical ways to start making confident offers again.       Resources: Get on the waitlist for the WIIRE Community Grab our SOP Templates Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

    15 Minutes and a Big Idea
    1 Corinthians 16:15-18 Recognize Spiritual Investment

    15 Minutes and a Big Idea

    Play Episode Listen Later Aug 31, 2026 16:56


    Episode #338 of 15 Minutes and a Big Idea. A Podcast by The Mended Collective. In this episode, we examine 1 Corinthians 16:15-18. Big Idea: Recognize Spiritual Investment 1) Devote Yourself to Ministry 2) Submit to the Involved 3) Refreshment is Gospel Work Facebook Page:  https://www.facebook.com/15bigidea/?view_public_for=110691360592088 The Mended Collective: https://www.youtube.com/channel/UCSlUSkU2N0UEy4Bq1HgpFEQ Email: 15bigideapodcast@gmail.com Theme Music: "Advertime" by Rafael Krux

    Investing Compass
    The investment that shields you from the new tax changes

    Investing Compass

    Play Episode Listen Later Aug 29, 2026 10:50


    We explore investment bonds - what they are, their tax advantages and the investors they may suit.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

    The Anfield Wrap
    Amit Bhatia & The Minority Investment | Money Talks

    The Anfield Wrap

    Play Episode Listen Later Aug 28, 2026 33:46


    Getting stuck into the big talking points in football finance, this time looking at Liverpool's new vice chairman and the recent minority investment into Liverpool Football Club. John Gibbons hosts football business journalist Dave Powell.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

    FourStar Wealth Advisors Podcast
    #242 The Labor Market Just Cracked. Is a Recession Secretly Here? w/ Chris Reardon, Director of Development, FourStar Wealth

    FourStar Wealth Advisors Podcast

    Play Episode Listen Later Aug 28, 2026 46:56


    Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  In this episode of Today's Market Explained, Brian Kasal and Chris Reardon analyze the key drivers behind current market movements across asset classes, sector performance, and broader economic indicators. From energy's massive 43.71% year-to-date surge to gold hitting historic record highs above $4,400, they explore where market strength lies, how inflation is weighing heavily on consumer sentiment, and what to expect from upcoming Fed policy decisions.

    Daily Crypto News
    August 28: Bitcoin Still Can't Hold $80K as AI Infrastructure Creates a New Investment Trade

    Daily Crypto News

    Play Episode Listen Later Aug 28, 2026 17:16


    Bitcoin got as high as roughly $81,300 overnight and still couldn't maintain $80K. The battle is getting clearer. ETF demand remains strong, with another $242 million entering U.S. spot Bitcoin ETFs Thursday and roughly $3 billion arriving during nine consecutive positive sessions, but traders keep taking profits above $80K. The real breakout probably requires Bitcoin to turn $80K into support and then clear roughly $81K-$83K.The biggest macro catalyst today is Kevin Warsh at Jackson Hole. Treasury yields are still elevated, inflation remains uncomfortable, and markets are even considering whether the Fed may have to raise rates again. A hawkish Warsh could strengthen the dollar and yields and make Bitcoin's $80K problem worse. A more balanced Warsh could give ETF buyers another opportunity to push through.And then there's SanDisk, which may be one of the craziest stock stories of the AI boom. The stock is up more than 500% this year, but there is a real business transformation behind it: annual revenue rose 175%, data-center revenue surged 437%, Q4 gross margins reached nearly 85%, NAND prices exploded, and AI companies are consuming memory faster than manufacturers can supply it. The risk is that memory is still cyclical. SanDisk's run continues as long as AI demand and memory shortages remain stronger than new supply.Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    Macro Voices
    MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency

    Macro Voices

    Play Episode Listen Later Aug 27, 2026 41:57


    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems. ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX  

    Inside Scoop
    They were wrong: software and AI are running together

    Inside Scoop

    Play Episode Listen Later Aug 27, 2026 19:18 Transcription Available


    They were wrong: software and AI are running togetherSean Emory of Avory & Co. argues the SaaS apocalypse narrative is broken. CRPO accelerations at Salesforce, ServiceNow, Okta, Palantir, MongoDB, and Zoom, plus NVIDIA's data center guide, show software and AI are compounding together, not cannibalizing. Sean walks the four layers of the AI stack, why distribution wins at the application layer, and where the real risks sit.Chapters00:00 The SaaS is dead narrative01:07 Intro and disclosures01:50 Is the SaaS apocalypse wrong03:52 Backlog signals: CRPO04:16 Salesforce and Agentforce05:50 ServiceNow and Okta06:52 MongoDB and Zoom08:31 Four layers of the AI stack12:37 NVIDIA's full stack strategy16:31 Risks and what to watch18:11 Wrap upMore from Avory & Co.Newsletter: investingwithdata.comWebsite: avoryfunds.comDisclaimerFor educational purposes only. Not investment advice. Opinions reflect our views as of the recording date and may change. Avory & Co. and Sean Emory may hold positions in securities discussed. Do your own research and consult a professional before making investment decisions.

    Jake and Gino Multifamily Investing Entrepreneurs
    Slow Down to Speed Up: The Real Estate Strategy Most Investors Ignore

    Jake and Gino Multifamily Investing Entrepreneurs

    Play Episode Listen Later Aug 26, 2026 19:26


    In real estate, moving faster doesn't always mean getting ahead. Sometimes, the smartest thing you can do is slow down. In this episode, Gino Barbaro breaks down the idea of “slowing down to speed up” in real estate investing — a strategy built around creating clarity, making better decisions, and avoiding costly mistakes before they happen. From buying deals to operating properties and scaling a portfolio, Gino explains why rushing into opportunities can lead to years of problems — and why taking a few extra days to analyze the numbers, verify assumptions, and understand the market can save you years of pain. One of the key principles: No deal is better than a bad deal. When evaluating a property, don't simply trust the projections. Slow down and verify the rents, expenses, occupancy, market conditions, CapEx, and the actual condition of the property. A deal only becomes an opportunity when the numbers work at a realistic price. Gino also explains how this principle applies to operating multifamily properties. Before trying to fix a problem, slow down and diagnose what's actually causing it. He uses the Four Ps — People, Price, Product, and Promotion — as a framework for identifying what's really happening inside a property. And when it comes to scaling, the same principle applies. Adding more units isn't necessarily progress if your infrastructure can't support the growth. Before scaling, ask: • Do we have the right people? • Do we have clear processes? • Are we tracking the right KPIs? • Does everyone know what they're accountable for? • Can the business operate without everything going through the entrepreneur? If the answer is no, it may be time to slow down and build the infrastructure before adding more units. Gino also shares the “Stop Audit” — an exercise designed to help real estate investors identify the areas where they're constantly putting out fires and determine what can be systemized, delegated, or eliminated. The goal isn't to hesitate. It's to create clarity first, then move fast. Slow down. Analyze the numbers. Remove the emotion. Make the decision rationally. And once you know the deal works, that's when you speed up and execute. Because in real estate, moving fast on the wrong decision can cost you years. If you're a real estate investor, multifamily operator, or entrepreneur looking to make better decisions and build a scalable business, this episode is for you.

    Westside Investors Network
    194. The Syndication Blueprint (Part 4 of 4): How to Know When It's Time to Sell a Multifamily Asset

    Westside Investors Network

    Play Episode Listen Later Aug 26, 2026 38:13 Transcription Available


    Check the episode transcript hereABOUT CHRIS SHEPARD Chris Shepard is an experienced real estate investor, property manager, and real estate agent.  He owns property in multiple states and chooses to invest in Portland, Oregon.  He has completed multiple 1031 exchanges and cost segregations to maximize the tax benefits of investing in real property.  Chris also holds the principal broker's license for Uptown Properties LLC and is responsible for its real estate activities.  On top of his state license, Chris holds a Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).  He graduated with a Bachelor of Science in Business Finance at the University of Arizona.  With his extensive background in deal analysis and negotiation, he provides incredible value to this company and its projects.  ABOUT SEAN POGGI Sean is the Asset Manager of Uptown Syndication. He graduated from the University of Oregon with a Bachelor of Science in Business Administration and brings over 14 years of leadership experience with Apple Inc. Sean has been actively investing in real estate since 2015, with experience managing both short-term and long-term rental properties, including out-of-state investments. As a passionate Project Manager and Entrepreneur, Sean is focused on driving operational efficiency, overseeing asset performance, and supporting the long-term success of each investment opportunity.   THIS TOPIC IN A NUTSHELL:  The Disposition Stage  Knowing When to Sell Setting a Target Sale Price Choosing a Multifamily Broker Preparing an Asset for Sale Creating Buyer Upside Cap Rates and NOI Understanding NOI Scenarios Beyond Cap Rates Balancing Timing and Returns When Exit Plans Change Investor Waterfalls at Sale Lessons From a Completed Disposition Adjusting Exit Underwriting The Current Multifamily Market What Comes Next and Potential Buying Opportunities     KEY QUOTE:  “You have to be ready for when the market meets your sale price.”      ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.   The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe  #RealEstateInvesting #MultifamilyInvesting #MultifamilySyndication #RealEstateSyndication #RealEstateInvestors #PassiveInvesting #PassiveIncome #CommercialRealEstate #MultifamilyRealEstate #RealEstateEducation #RealEstatePodcast #PropertyInvesting #ApartmentInvesting #ApartmentSyndication #RealEstateWealth #WealthBuilding #InvestmentStrategy #RealEstateStrategy #ExitStrategy #MultifamilyInvestors #RealEstateProfessionals #PropertyInvestors #RealEstateEntrepreneur #RealEstateMarket #CapRates #NOI #RealEstateUnderwriting #InvestmentProperty #RealEstateFinance #FinancialFreedom   CONNECT WITH SEAN AND CHRIS: Sean's LinkedIn: https://www.linkedin.com/in/seanpoggi Email: syndication@uptownpm.com Website: https://www.uptownsyndication.com   CONNECT WITH US   For more information about investing with AJ and Chris:  · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/  For information on Portland Property Management:  · Uptown Properties | http://www.uptownpm.com ·  Youtube | @UptownProperties  Westside Investors Network  · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork ·  Tiktok| @WestsideInvestorsNetwork ·  Youtube | @WestsideInvestorsNetwork 

    REIA Radio
    #336: Building Businesses, Flipping Houses, and Failing Forward with Shane Taylor

    REIA Radio

    Play Episode Listen Later Aug 26, 2026 66:24


    What happens when your first employee quits on opening day?Shane Taylor has spent more than 20 years building businesses, investing in real estate, and learning some expensive lessons along the way. After completing nearly 100 real estate transactions with longtime partner Lance White, Shane stepped away from his corporate career and purchased a martial arts franchise—one day after the country shut down.In this episode of The Kash and Dash Show, Shane joins Ted Kaasch and Owen Dashner to talk about leaving the W-2 world, building a business that can operate without him, and getting back into real estate with his wife and two sons.Shane shares what went right and wrong during his years of flipping houses, why failing to pull permits in the proper order brought one project to a complete stop, and how a $400,000 flip turned into a six-month headache. He also breaks down his “Bandit Sign on Wheels” marketing strategy, the advantages of investing with a real estate license, and why he may not choose the franchise route again.The conversation also covers family partnerships, hiring people who take ownership, calculating holding costs, choosing the right price point for a flip, and why Shane now prefers short-term joint ventures over permanent business partnerships.If you enjoyed Shane's story, share this episode with someone who could learn from it and leave The Kash and Dash Show a five-star review.You can Join the Omaha REIA - https://omahareia.com/join-todayOmaha REIA on Facebook - https://www.facebook.com/groups/OmahaREIACheck out the National REIA - https://nationalreia.org/ Find Ted Kaasch at https://linktr.ee/tedkaasch Owen Dashner on Facebook https://www.facebook.com/owenmoneyrealestate Instagram - https://www.instagram.com/owenmoneyrealestate/ Red Ladder Property Solutions - www.sellmyhouseinomahafast.com Liquid Lending Solutions - www.liquidlendingsolutions.com Owen's Blogs - www.otowninvestor.com www.reiquicktips.com Propstream - https://trial.propstreampro.com/reianebraska/Timber Creek Virtual - https://timbercreekvirtual.com/services/MagicDoor - ...

    Stocks To Watch
    Episode 865: Goldgroup Mining ($GORO): Building a Mid-Tier Precious Metals Producer

    Stocks To Watch

    Play Episode Listen Later Aug 26, 2026 18:29


    This interview is disseminated on behalf of Goldgroup Mining Inc.Goldgroup Mining (TSXV: GORO | NYSE American: GORO | FSE: 55G0) Chairman and Interim CEO Javier Reyes de la Campa provides an update following the company's business combination with Gold Resource Corporation.Javier highlights Goldgroup's producing assets, ongoing exploration in Mexico, plans to restart the San Francisco Gold Project, and its strategy for building a mid-tier precious metals producer.Learn more: https://goldgroupmining.comWatch the full YouTube interview here: https://youtu.be/02nRAyF0hxc?si=gbW4AOTEYsqZOQH9And follow us to stay updated: https://www.youtube.com/@stockstowatchofficial 

    MoneyWise on Oneplace.com
    What Sets A Certified Kingdom Advisor (CKA®) Apart? with Sharon Epps

    MoneyWise on Oneplace.com

    Play Episode Listen Later Aug 26, 2026 24:57


    What if the greatest benefit of financial advice isn't simply what happens to your portfolio, but knowing your financial decisions reflect what matters most? New research from Kingdom Advisors and Pinkston Group suggests that when financial counsel aligns with a person's faith and values, the benefits can extend well beyond investment performance. Clients report deeper trust, reduced financial anxiety, and a broader definition of financial success. Sharon Epps, President of Kingdom Advisors, joined the show today to unpack what the findings reveal about values-aligned investing, long-term advisor relationships, generosity, and the future of Christian financial advice. The Gap Between Interest and Action One of the study's most striking findings involves values-based investing. While 81% of Certified Kingdom Advisors® offer values-based investment options, only 15% of their clients currently use them. Why the gap? Epps believes several factors may be involved. Some investors still assume that aligning their investments with their values necessarily means accepting lower returns. Others may simply be unaware that faith-aligned options are available because they've never brought it up with their advisor. There may also be a natural progression in a person's stewardship journey. Christians often begin by thinking about giving as the primary way their faith intersects with money. Only later do they begin considering whether their saving and investing decisions can also reflect their convictions. That makes education essential. Advisors can help clients understand how values-based screening works, compare investment options, and evaluate them as part of a disciplined and diversified strategy. For hesitant investors, Epps suggests starting with a smaller portion of a portfolio rather than changing everything at once. The larger principle is simple: stewardship begins by asking what matters to us before asking how our investments are performing. Why Peace May Grow Over Time The research also found that the benefits of working with a Certified Kingdom Advisor® appear to deepen over time. Among CKA® clients who had worked with their advisor for more than five years, 66% reported a reduction in financial anxiety, compared with 49% among those in shorter advisor relationships. That may be partly because trust is cumulative. Over time, an advisor gets to know not only a client's financial situation but also their family, priorities, goals, and convictions. The relationship becomes less transactional and more of a long-term partnership. A sound financial plan can also provide perspective during difficult markets. Rather than reacting to every rise and fall, investors can return to a strategy built around long-term goals. For Christians, there is an even deeper source of peace. Biblical financial counsel continually reminds us that God owns everything and that we are His stewards. That changes the central question from, “How do I protect everything I have?” to, “Lord, how would You have me manage what You have entrusted to me?” That perspective cannot eliminate financial uncertainty, but it can keep uncertainty from becoming the foundation of our decisions. More Than Finding the Lowest Fee Another revealing finding involved the way clients choose advisors. Only 20% of CKA® clients said fees were the primary factor in selecting an advisor. Epps emphasized that fees still matter. Wise stewardship means understanding what you are paying and ensuring those costs are reasonable and transparent.  But financial advice is about more than purchasing a commodity at the lowest possible price. When an advisor understands a client's values, the relationship can encompass far more than investment returns. It can include planning, accountability, generosity, family decisions, and a shared understanding of what money is ultimately for. That changes the scorecard. The question becomes not simply, “Did my investments outperform?” but also, “Am I becoming more faithful with what God has entrusted to me?” Younger Investors Want Their Money and Values to Tell the Same Story The study offered encouraging insight into the next generation as well. Among adults ages 18 to 41, 52% said shared values are extremely important when choosing financial advice. Epps sees that as an important shift. Younger Christians often want greater consistency between what they believe and the decisions they make in every area of life—including their finances. Rather than viewing money as a separate, purely financial category, many see it as another tool that should reflect their convictions. That creates both an opportunity and a responsibility for financial advisors. The next generation is likely to expect conversations about purpose, values, generosity, and stewardship rather than treating those subjects as unrelated to financial planning. For Christian advisors, that opens the door to something deeper than portfolio management: helping clients understand biblical wisdom and their role as stewards. A Bigger Definition of Success Perhaps one of the clearest differences the research reveals is how Certified Kingdom Advisors® think about success. Investment performance still matters. But the scorecard can be broader. Epps pointed to outcomes such as greater peace, increased generosity, and helping clients faithfully pursue the purposes God has placed before them. The research found, for example, that CKA® clients were twice as likely to report that their giving had “significantly increased” since beginning work with their advisor. That is particularly noteworthy because many financial advisors are compensated, in some way, based on the assets they manage. Encouraging clients to give generously may reduce those assets, yet a Kingdom-minded advisor can celebrate that generosity because the goal is not merely accumulation. The goal is faithful stewardship. What to Look for in a Financial Advisor If you are looking for financial counsel that incorporates your Christian faith, the first meeting can tell you a great deal. Notice whether the advisor is asking questions only about your numbers or also about your values. Do they want to understand what matters to you? Are they comfortable discussing how faith influences financial decisions? Can they explain how biblical wisdom shapes the counsel they provide? Epps also encourages believers to pray about the decision and seek the Lord's wisdom as they choose whom to trust with such an important relationship. Proverbs 19:20 says, “Listen to advice and accept instruction, that you may gain wisdom in the future.” Financial advice at its best should help us do more than grow wealth. It should help us grow in wisdom, make thoughtful decisions, and faithfully steward everything God has placed in our hands. If you'd like to find a Certified Kingdom Advisor® in your area, visit FindACKA.com. On Today's Program, Rob Answers Listener Questions: I'm 53, our home is paid off, and my husband and I have about $50,000 in checking but no retirement savings. We live simply, and both still work. How should we start putting this money toward retirement? I'm 33 and own an S corp law practice earning about $40,000 to $60,000 a month. I'm already tithing, using tax strategies, and funding retirement accounts, but I still have significant taxable income. How should I think about deploying the excess beyond simply growing the business? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) Fidelity Go | Schwab Intelligent Portfolios® AdelFi Christian Banking FaithFi Field Guide: How Much Money is Enough?  Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor® (CKA) FaithFi App Remember, you can call in to ask your questions every weekday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Influential Entrepreneurs with Mike Saunders, MBA
    Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot

    Influential Entrepreneurs with Mike Saunders, MBA

    Play Episode Listen Later Aug 26, 2026 23:51


    WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-investment-blind-spot

    The Multifamily Wealth Podcast
    #345: A BS-Free Conversation With Zach Hoereth About Direct-To-Seller Fundamentals, Why Unit Count Is Irrelevant, and The Limits of AI

    The Multifamily Wealth Podcast

    Play Episode Listen Later Aug 25, 2026 55:20 Transcription Available


    In this episode, Axel sits down with Zach Hoereth — real estate investor, operator of Midwest Storage, and one of the more entertaining (and polarizing) voices on real estate Instagram — for a genuinely unfiltered conversation about what actually works in this business.He brings a uniquely blunt, been-there perspective on direct-to-seller acquisitions, the limits of AI and technology in a relationship-driven business, and why chasing unit count and AUM is one of the most overrated status games in real estate investing.This episode is essential listening for any investor who wants a no-BS look at what it actually takes to source deals, build a lean operation, and avoid the traps that sideline so many people who get into this business.Join us as we dive into:Zach's path from a college leasing hustle to buying his first $20–30K house in Indianapolis in 2018, and how that snowballed into today's business.How Zach's operation is structured: direct-to-seller mail feeding wholesaling and flipping, which funds acquisitions of small multifamily, single-family rentals, and self-storage — all without outside equity to date.Why "just buying rentals" isn't a wealth strategy — cash flow keeps you in the game, but equity and capital events are what actually move the needle.Why AI and chatbots can't fix a bad reputation or replace the human-to-human trust that wins deals, retains tenants, and keeps LPs engaged.The "70 dudes who partnered on a fourplex" problem — why unit count and AUM get wildly overrated as status symbols, and why doing a few deals solo teaches more than riding shotgun on a syndication.The three things you actually need to start doing direct-to-seller deals: a CRM, a targeted list (tools like PropStream and Reonomy), and a mail houseHow to make aggressive offers respectfully, and why "running toward the confrontation" beats avoiding it.The three Ds of distress — death, divorce, and drama — and how to quickly identify which sellers are actually motivated versus wasting your time.Why a seller's real pain point is often bigger (and weirder) than investors assume, and why being present when they decide to sell matters more than trying to convince them.Connect with Zach Hoereth:Follow him on InstagramAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

    Moody's Talks - Inside Economics
    The AI Series: A Question of Timing

    Moody's Talks - Inside Economics

    Play Episode Listen Later Aug 25, 2026 54:39


    Capital Group economist Darrell Spence, who has covered the U.S. economy for more than three decades, separates AI hype from the evidence, explaining how much growth the current capital-spending boom is actually buying, where productivity gains are most likely to show up, and who benefits when they do. He also looks to earlier investment cycles for a sense of how long this one will last. The spending is real, but Spence makes the case that enthusiasm and economic resilience are not the same thing — a distinction that matters more as consumer spending softens, inflation persists, and tariffs push up costs. Check out the link to Capital Group's 2026 outlook: 2026 Midyear Investment Outlook View our latest articles and research on AI- Is AI a Miracle or a Mirage? Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Passive Investing from Left Field
    Keep, Refi, or Sell: Chris Lopez's Framework for Going Active to Passive

    Passive Investing from Left Field

    Play Episode Listen Later Aug 25, 2026 27:13


    This Episode Chris breaks down one of the biggest questions active real estate investors face as their portfolios mature: should you keep, refinance, or sell your rental properties? Drawing from his own shift from active landlord to passive investor, Chris explains why many investors get stuck evaluating properties based on their original investment instead of their current equity. A rental that looks like an “infinite return” on paper may actually be producing weak cash flow on equity or underperforming compared to simpler, more passive alternatives. The episode walks through a practical framework for re-underwriting each asset in your portfolio every year. Chris explains how to evaluate whether a property still aligns with your cash flow goals, lifestyle goals, and “do not want” list, especially if you are trying to reduce management headaches, increase income, or transition into more passive investments. Chris also compares several real-world paths: keeping and optimizing a rental, doing a cash-out refinance and reinvesting the proceeds, selling and paying taxes, using a traditional 1031 exchange, or using a “lazy 1031” strategy where depreciation from a new investment may help offset taxes. The goal is not to prescribe one right answer, but to challenge the assumption that holding forever or avoiding taxes at all costs is always the best move. Key takeaways: Why original cash-on-cash return can be misleading once a property has built significant equity How to calculate cash flow on equity and return on equity Why your portfolio decisions should start with cash flow and lifestyle goals How to use the keep, refi, or sell framework for each rental property When a cash-out refinance can increase cash flow without selling the asset Why paying taxes may still make sense if the remaining capital can be redeployed into better-performing investments How “lazy 1031” strategies, depreciation, DSTs, 721 exchanges, and other tools can help active investors transition toward passive ownership Join a community of passive investors. Start your FREE 7-day trial: https://passivepockets.com/?utm_source=youtube&utm_medium=description&utm_campaign=none Listen to the PassivePockets Podcast Anywhere: https://lnk.to/passivepockets Subscribe to the Passive Investing Newsletter: https://www.biggerpockets.com/email-subscribe?utm_source=youtube&utm_medium=description&utm_campaign=none Join BiggerPockets for free: https://www.biggerpockets.com/signup?utm_source=owned_media Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

    MONEYFITMD PODCAST
    Episode 352: The Debt vs. Investment Dilema

    MONEYFITMD PODCAST

    Play Episode Listen Later Aug 25, 2026 15:39


    Send us Fan MailDr. Latifat asked her email list one question: If you got $100,000 right now, what would you do with it?60% said pay off debt. And honestly? It surprised her.In this episode, she breaks down what that answer reveals about where most women physicians are in their financial journey and the one pitfall she wants to make sure you avoid so it doesn't cost you your long-term freedom.In this episode:Why most financial education for women is debt-focused instead of wealth-focused The physician who spent 15 years eliminating debt and has no assets to show for it Why it's not the debt causing you pain, it's the story you're telling yourself about it The "borrow till you die" strategy the ultra-wealthy use and what it can teach us Debt freedom vs. debt free and why one of them actually creates the life you want The two mindset shifts that will change how you make financial decisions going forward"Paying off debt is not what creates freedom. Investing is what creates freedom. Buying assets is what creates freedom."If you're tired of feeling like medicine is something you have to keep doing instead of something you get to choose, this workshop is for you.Join us to learn how busy women physicians are creating financial freedom, building real options, and designing lives they do not need to escape from without waiting for traditional retirement.

    Stocks To Watch
    Episode 864: Vortex Metals ($VMS | $VMSSF) Moves Its Copper-Gold Portfolio Toward Drilling in Chile and Mexico

    Stocks To Watch

    Play Episode Listen Later Aug 25, 2026 24:03


    This interview is disseminated on behalf of Vortex Metals Inc.Vortex Metals (TSXV: VMS | FSE: DM8 | OTCQB: VMSSF) Co-Founder and Executive Chairman Michael Williams presents an overview of the company's copper-gold exploration portfolio across Chile and Mexico. He highlights the Illapel Copper Project in Chile and the Riqueza Marina and Zaachila VMS Projects in Mexico, including upcoming exploration and drilling plans. Following the presentation, Michael discusses the copper market outlook, exploration strategy, and key milestones ahead.Learn more: https://vortexmetals.caWatch the full YouTube interview here: https://youtu.be/83VXrr6iMec?si=7t8BmZNv__kYXoopAnd follow us to stay updated: https://www.youtube.com/@stockstowatchofficial

    Decide It's Your Turn™: The Podcast
    Scaling a Million-Dollar Childcare Center with Dani Lynnes

    Decide It's Your Turn™: The Podcast

    Play Episode Listen Later Aug 25, 2026 37:02


    In this episode, multi-business owner and mom of three Dani Lynnes joins the show to discuss her journey growing a seven-figure childcare center in North Dakota, alongside managing an Airbnb, a farm, a tote rental company, and a family sports schedule. Dani opens up about the pivotal moment that forced her to shift from a hands-on director to a systems-oriented COO, leading to the creation of "the dashboard"—a Trello-based organization system that helps busy moms and entrepreneurs streamline their lives, reduce decision fatigue, and reclaim their freedom. She also shares her raw perspective on navigating the comparison traps of social media, leaning into faith after the sudden loss of her father, and learning to prioritize health, sleep, and alignment over superficial markers of success. About Dani Lynnes Dani Lynnes is a business owner, systems strategist, and creator of The Dashboard—a simple operating system that helps established entrepreneurs organize their priorities, reduce overwhelm, and make confident decisions. As the owner of multiple businesses, including a successful childcare center, real estate ventures, and other entrepreneurial endeavors, Dani understands what it takes to balance growth, leadership, and family without sacrificing what matters most. Known for her practical, no-fluff approach, Dani teaches business owners how to create systems that bring clarity, increase productivity, and free up mental space so they can focus on the work that truly moves the needle. Her mission is simple: help entrepreneurs stop managing chaos and start leading with intention. Connect with Dani on LinkedIn Follow Dani on Instagram Check out Dani's freebie 30 Minute Weekly Reset   If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes   CONNECT WITH CHRISTINA! Instagram LinkedIn Christinalecuyer.com Book a Free Clarity Call Book Christina For Your Next Workshop

    The Infinite Wealth Podcast
    Why Higher Investment Returns Won't Solve Your Money Problems

    The Infinite Wealth Podcast

    Play Episode Listen Later Aug 25, 2026 16:10


    Reserve your spot for the next Triple Play Masterclass: 

    Mining Stock Daily
    Agnico Eagle Backs Radisson with $57M Investment

    Mining Stock Daily

    Play Episode Listen Later Aug 25, 2026 23:51


    Radisson Mining CEO Matt Manson discusses Agnico Eagle's C$57 million strategic investment in the company and what it means for the advancement of the O'Brien Gold Project. Manson explains how the financing allows Radisson to launch an advanced underground exploration program while continuing its fully funded 140,000-metre surface drill campaign with eight rigs. The conversation covers the importance of testing mineralization continuity and ground conditions from underground, Radisson's ambitions to grow O'Brien toward 3–4 million ounces, and why the company believes deeper ounces can have value given the surrounding Abitibi infrastructure. Manson also shares his perspective on how record cash generation among major gold producers could drive a renewed focus on growth, pipelines and strategic investments across the sector.

    The Marketing Architects
    How to be a Confident Marketer with Daniel Sills and Dagmara Szulce

    The Marketing Architects

    Play Episode Listen Later Aug 25, 2026 37:00


    B2B marketer confidence jumped this year. But when researchers asked finance leaders the same questions, only 12% said marketing's financial impact holds up under pressure.This week, Elena and Rob talk with Daniel Sills of NewtonX and Dagmara Szulce of the ANA about their new Confident B2B Marketer study. They unpack why marketer confidence is rising, and why finance and revenue leaders aren't yet convinced. The group breaks down the vocabulary gap driving that disconnect, and how confident marketers grew brand investment in a year when most companies cut back.Topics covered: [03:00] Key findings from the Confident B2B Marketer study [04:00] What's driving marketer confidence up this year [09:00] The vocabulary gap between marketing and finance [12:00] How confident marketers grew brand budgets under pressure [18:00] Marketing to complex buying groups and AI search [22:00] Using AI without losing your data foundation [26:00] The one move to make before your next budget cycle To learn more, visit marketingarchitects.com/podcast or subscribe to our newsletter at marketingarchitects.com/newsletter. Resources: 2025 ANA and NewtonX Confident B2B Marketer Study: https://www.newtonx.com/article/confident-b2b-marketer-2026/Daniel Sills' LinkedIn: https://www.linkedin.com/in/danielpsills/Dagmara Szulce's LinkedIn: https://www.linkedin.com/in/dagmaraszulce/NewtonX Website: https://www.newtonx.com/work-with-us/?utm_campaign=50131755-PER-PC-General-Podcast-Campaign-All-2026-01-01&utm_source=Podcast&utm_medium=Marketing%20ArchitectsANA Website: https://www.ana.net/ Get more research-backed marketing strategies by subscribing to The Marketing Architects on Apple Podcasts, Spotify, or wherever you listen to podcasts.

    Greater Possibilities
    Rethink Portfolios: Investment grade bonds with Matt Brill

    Greater Possibilities

    Play Episode Listen Later Aug 25, 2026 32:25


    From hyperscaler borrowing to higher yields, there's a lot happening beneath the surface of today's bond markets. Matt Brill breaks down what it all means for credit investors and why fixed income may be more dynamic than many people realize. (Invesco Distributors, Inc.)

    The MadTech Podcast
    MadTech Daily: Amazon Sued Over AI Training on Twitch Videos; UK Digital Infrastructure Investment Hits Dot-Com Era Levels

    The MadTech Podcast

    Play Episode Listen Later Aug 25, 2026 1:33


    In today's MadTech Daily, we discuss Amazon being sued over its use of Twitch streamers' videos to train AI models, UK digital infrastructure investment reaching dot-com era levels amid the AI data center boom, and Shein preparing to debut in Hong Kong at a valuation well below earlier expectations.

    Beyond the Benchmark by EFG
    EP 149: Joining the party late – Europe's bullish turn

    Beyond the Benchmark by EFG

    Play Episode Listen Later Aug 25, 2026 30:00


    After years of being the market's perennial underdog, Europe is finally having a moment. In this episode Moz Afzal sits down with Gerry Fowler, Head of European Equity Strategy at UBS, to explore why sentiment on European equities has shifted and why this upgrade in tone looks structurally different from false dawns of the past.Gerry walks through the bottom-up story reshaping the market – from AI capex “late cycle joiners” in cables, turbines and semis equipment to a broadening industrial recovery fueled by German fiscal stimulus. The pair also discuss why Spain and Italy have outperformed and the bifurcated outlook for European autos.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Gerry Fowler, Head of European Equity Strategy at UBShttps://bit.ly/3WUjyItEFG:https://www.efginternational.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. By receiving this document IAMs confirm that they will need to make their own decisions/judgements about how to proceed and it is the responsibility of IAMs to ensure that the information provided is in line with their own clients' circumstances with regard to any investment, legal, regulatory, tax or other consequences. No liability is accepted by EFG for any damages, losses or costs (whether direct, indirect or consequential) that may arise from any use of this document by the IAMs, their clients or any third parties.If you have received this document from any affiliate or branch referred to below, please note the following:Australia: This document has been prepared and issued by EFG Asset Management (UK) Limited, a private limited company with registered number 7389746 and with its registered office address at 116 Park Street, London W1K 6AP (telephone number +44 (0)207 491 9111). EFG Asset Management (UK) Limited is regulated and authorized by the Financial Conduct Authority No. 536771. EFG Asset Management (UK) Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA Registration No. 536771) under the laws of the United Kingdom which differ from Australian laws.ASIC Class Order CO03/1099EFG Asset Management (UK) Limited notifies you that it is relying on the Australian Securities & Investments Commission (ASIC) Class Order CO03/1099 (Class Order) exemption (as extended in operation by ASIC Corporations (Repeal and Transitional Instrument 2016/396) for UK Financial Conduct Authority (FCA) regulated firms which exempts it from the requirement to hold an Australian financial services licence (AFSL) under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services we provide to you.The financial services that we provide to you are regulated by the FCA under the laws and regulatory requirements of the United Kingdom which are different to Australia. Consequently any offer or other documentation that you receive from us in the course of us providing financial services to you will be prepared in accordance with those laws and regulatory requirements. The UK regulatory requirements refer to legislation, rules enacted pursuant to the legislation and any other relevant policies or documents issued by the FCA.Your Status as a Wholesale ClientIn order that we may provide financial services to you, and for us to comply with the Class Order, you must be a ‘wholesale client' within the meaning given by section 761G of the Corporations Act. Accordingly, by accepting any documentation from us prior to the commencement of or in the course of us providing financial services to you, you:• warrant to us that you are a ‘wholesale client';• agree to provide such information or evidence that we may request from time to time to confirm your status as a wholesale client;• agree that we may cease providing financial services to you if you are no longer a wholesale client or do not provide us with information or evidence satisfactory to us to confirm your status as a wholesale client; and• agree to notify us in writing within5 business days if you cease to be a ‘wholesale client' for the purposes of the financial services that we provide to you.Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of the Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in secu...

    Jake and Gino Multifamily Investing Entrepreneurs
    You Still Need a Real Estate Attorney in the Age of AI

    Jake and Gino Multifamily Investing Entrepreneurs

    Play Episode Listen Later Aug 24, 2026 51:22


    AI can be an incredible tool for organizing your thoughts—but can it replace an experienced real estate attorney? Richard Crouch, a commercial real estate attorney with more than two decades of experience, explains why experience still matters when navigating complex real estate transactions. AI can help review information and suggest language, but it doesn't have the real-world experience of seeing deals go wrong, understanding the practical consequences of contract language, or recognizing the nuances that can create problems later. In commercial real estate, a provision that looks perfectly clear on paper can have very different consequences in practice. That's why having an experienced attorney who understands the business—not just the legal language—can make a major difference. For real estate investors and sponsors, the goal isn't to avoid technology. It's to know where technology can help—and where experience, judgment, and expertise are still essential. Watch the full conversation for more insights on commercial real estate, syndications, investing, legal strategy, and what successful investors need to know before putting capital into a deal. 00:05 - Welcome and introduction of guest Richard Crouch 00:35 - Teasing Richard about attorneys killing deals; asking why he became a lawyer 00:51 - Richard's path to becoming an attorney and entering commercial real estate 01:42 - What Richard loves about commercial real estate compared to litigation 02:20 - Discussing the difficult aspects and fast pace of commercial real estate 04:13 - Discussing AI/ChatGPT, its limits, and the value of a seasoned attorney 06:05 - The evolution of syndications from 2001 to today 08:00 - Impact of capital raisers and market cycles on pricing and valuations 09:01 - Challenges of exiting the market or finding replacement assets 10:05 - Common habits, skills, and disciplines of successful long-term investors 13:16 - Discussion on asset classes (industrial, medical office, multifamily) 14:35 - Current investor pain points, interest rate impacts, and loan covenants 17:30 - Advice for passive investors: warning signs, red flags, and performance metrics 21:14 - Importance of sponsors having skin in the game 22:06 - Value of having an attorney review deal documents before investing 24:10 - Essential legal documents for investors (PPM, Subscription Agreement, Operating Agreement) 25:59 - The three-step framework for passive investors (Jockey, Saddle, Horse) 27:56 - Common misconceptions about legal fees and the complexity of CRE transactions 30:34 - Differences in financing (local bank vs. CMBS loans) and reading the fine print 31:46 - Case study: A deal saved through creative structuring and seller financing

    Tales from the Crypt
    Ten31 Timestamp: You're Gonna Need a Bigger Buyback

    Tales from the Crypt

    Play Episode Listen Later Aug 24, 2026 29:58


    BigDeal
    The #1 Investing Habit That Made Me a Billionaire | David Adelman

    BigDeal

    Play Episode Listen Later Aug 24, 2026 66:23


    My new book, Own Or Be Owned, is all about building a business so good it doesn't need you. More profit, less pain. It's out September 18, grab your ticket to the launch event here: https://contrarianthinking.biz/bigdeal-adelman -cs You've been telling yourself the same story. That you need more money to start. That you need the perfect idea. That becoming a billionaire is either impossible or reserved for the lucky. Here's the truth: the only thing between you and the wealth you want is believing you need something you don't have. David Adelman is a billionaire co-owner of the Philadelphia 76ers and investor in more than 90 companies. He built his empire from scratch by turning student housing from a mom and pop industry into a billion dollar asset class. In this episode, he breaks down how to spot great opportunities, structure deals where both sides win, and build wealth from the ground up without a silver spoon or trust fund. In this episode, you'll learn: Why great deals are never great for one side and poor for the other, and how David's mentor taught him that terms matter infinitely more than price The first million dollars framework: why it's harder to make your first million than your first billion, and how small wins beget big wins when you prove you can execute Why you can't do a good deal with a bad person and keep them in the partnership, and how David learned this lesson the hard way when he let emotion kill a deal he should have closed The #1 investing habit that separates billionaires from everyone else: bad news doesn't get better with time, and why David demands his operators punch him in the face with problems first before celebrating wins How to become an entrepreneur in someone else's business, why service businesses like HVAC and plumbing are ripe for succession, and how David would get his first million if he had to start over at 25 with nothing ___________ (00:00:00) Introduction: You Can Be an Entrepreneur in Somebody Else's Business (00:00:52) The LeBron James Deal: How to Close a Billion-Dollar Partnership (00:01:51) It's Always About Terms, Never Just Price (00:04:04) The Building I Didn't Buy: When Ego Kills the Deal (00:05:48) Billionaires Come in All Shapes and Colors: The Ego Myth (00:06:41) The Gravedancer and the Asset Class: How I Turned Student Housing Into Billions (00:08:40) The $300 Million Raise: How Mom and Dad Paying Rent Became My Pitch (00:10:33) Operational Alpha Over Leverage: Why Execution Beats Financial Engineering (00:11:37) The $1,300 a Day Since Jesus Died Math: What It Actually Takes to Become a Billionaire (00:17:17) Bad News Doesn't Get Better With Time: The Number One Management Rule (00:19:09) The Owner Book Launch: How to Build a Business That Runs Without You (00:20:16) The First Million Is Harder Than the First Billion (00:21:14) Hiring Hundreds and Employing Tens of Thousands: The HR Reality (00:23:42) The Back of the House Test: How to Tell if Your Operator Is Great (00:23:51) Boring Businesses Are the Future: The Anti-AI Play (00:37:47) The 30x Return: How Beatbox Became a Monster Exit (00:40:20) Losing Millions to Fraud: What I Learned From Deals That Went to Zero (00:41:34) The SBA Loan Default Rate: Why Buying Businesses Is Less Risky Than You Think (00:44:04) Longevity and Peptides: The Next Frontier for Investment (00:46:15) The Work From Home Tragedy: Why Showing Up Is the Ultimate Competitive Advantage (00:50:53) The Apple Tax Lesson: How to Teach Your Kids About Money (00:52:35) The Three to Four Year Rule: Why Family Can't Work for You Until They've Worked Somewhere Else (00:54:16) Ask Questions or Stay Stupid: Why Curiosity Beats Intelligence (00:59:13) The HVAC Succession Play: Where the Real Money Is Hiding (01:03:48) Final Advice: Don't Look for a Million Dollars, Look for Education ___________ MORE FROM BIGDEAL

    Women Invest in Real Estate
    WIIRE 245: Why Your Real Estate Portfolio Feels Stressful (And How to Fix It)

    Women Invest in Real Estate

    Play Episode Listen Later Aug 24, 2026 31:04


    This week we dive into why your real estate portfolio feels so stressful—and how to fix it. You'll hear the exact mindset shifts and systems we've used (and taught thousands of women) to turn a scattered rental portfolio into a streamlined, profitable business. We break down: Why “more doors” can mean more stress, especially when you're holding too many small, high-effort, low-return properties How to evaluate your rentals using cash flow and Return on Equity (ROE) so you can confidently decide what to keep, sell, or trade up The difference between being a “mom-and-pop landlord” and a real estate CEO—and the SOPs, bookkeeping, and insurance checks you actually need How systems, boundaries, and business hours with tenants protect your peace (and prevent 3:30 a.m. calls) Why most everyday investors don't know their numbers, and how that fuels anxiety and indecision The power of community, mentorship, and accountability for women real estate investors who are making big decisions alone If your portfolio looks good on paper but feels like a second full-time job, this episode will help you get clarity, reduce stress, and start running your rentals like the high-performing business they are.     Resources: Get on the waitlist for the WIIRE Community Grab our SOP Templates Simplify how you manage your rentals with TurboTenant Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

    Providend's Money Wisdom
    How Global Shifts Like Tariffs and Deglobalisation Impact Your Money and Investments

    Providend's Money Wisdom

    Play Episode Listen Later Aug 24, 2026 33:15


    In managing over S$1 billion worth of our clients' assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to.To share deeper insights into how we manage investments beyond the basics, we're pleased to launch a “Investment 201” video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, engages Dr Peng in conversations on more advanced investment topics, while still breaking them down into simple, practical insights for everyday investors.In this episode, Dr Peng and Isaac discuss how tariffs and deglobalisation affect us as consumers, employees and investors. They also touch on national defence, the US dollar and market volatility, all with the aim of helping you understand how global developments may ripple through to your personal wealth goals, and what steps you can take next.Watch all five "Investment 201" videos here.At Providend, we believe it is more important to look at the reliability and sufficiency of your investment returns to meet your non-negotiable life goals and events, instead of wanting to maximise your returns and dealing with the uncertainties and risks that would entail. Find out why positive returns do not mean enough returns here.Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty".Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

    Money Talk: The Annex Wealth Management Show - Naples
    Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.

    Money Talk: The Annex Wealth Management Show - Naples

    Play Episode Listen Later Aug 23, 2026 54:59


    Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did the intervention steady the ship, or shine a spotlight on even deeper concerns facing investors? This week, Dave Spano and Dr. Brian Jacobsen break down the bond market drama, the Fed's tougher tone on inflation, rising oil prices, a weakening dollar, and what the growing gap between Walmart and Target says about the state of the American consumer.  Plus, we discuss the new proposed benefit for Trump accounts with working parents and planner for the rising costs of health care next year.

    Optimal Finance Daily
    3673: Practical Tips from Successful Investors by Brian Tracy on Investment Advice

    Optimal Finance Daily

    Play Episode Listen Later Aug 22, 2026 10:02


    Get the 200+ Page Optimal Living Daily Workbook (PDF) - Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: https://oldpodcast.eo.page/join Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com Episode 3673: Brian Tracy gathers ten pieces of investment advice drawn from interviews with thousands of successful investors, and most of them are about temperament rather than technique. He argues that every investment carries uncertainty, that roughly half will go wrong, and that the investors who do well are the ones who take profits early, separate hunches from hopes, and refuse to fall in love with what they own. He also makes the case for thinking independently and moving on quickly when a position does not work. Read along with the original article(s) here: https://www.briantracy.com/blog/financial-success/how-to-invest-and-make-more-money-10-practical-tips-and-financial-advice-from-successful-investors/ Quotes to ponder: "Never fall in love with an investment." "Optimism means expecting the best, but confidence comes from knowing how you will handle the worst." "Investment opportunities are like buses; there will always be another one along." Optimal Finance Daily is a daily personal finance podcast where we narrate the best articles on financial independence, investing, saving money, and money management, read to you by a professional narrator so you can grow your wealth a little more every day. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Health Ranger Report
    Bright Videos News, Aug 21, 2026 - AI Investment Bubble Crash Will Be Charged To ALL OF US + New Interview on Frontier AI Labs HIDING Their Best Tech

    The Health Ranger Report

    Play Episode Listen Later Aug 21, 2026 96:53


    Stay informed on current events, visit www.NaturalNews.com  - Introduction and Program Updates (0:10) - The Impending AI Investment Crash (1:33) - Energy Independence Over Money (3:17) - Genetic Survival Course Launch (5:06) - Protecting Assets from Economic Collapse (9:47) - The Crisis of Energy Reliability (26:31) - Escalation of US-Iran Conflict (96:17) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

    Macro Voices
    MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028

    Macro Voices

    Play Episode Listen Later Aug 20, 2026 82:54


    MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX  

    Trumpet Daily Radio Show
    #2886: Blotting Out Our Ability to Think

    Trumpet Daily Radio Show

    Play Episode Listen Later Aug 19, 2026 55:23


    [00:30] All In on AI (44 minutes) Investment in artificial intelligence has taken over U.S. financial markets. When the AI bubble bursts, how should we respond? [44:00] The Fall of Men (11 minutes) The lack of righteous leadership is one of the biggest problems plaguing America.

    Westside Investors Network
    193. The Syndication Blueprint (Part 3 of 4): The Stabilization Phase with Chris Shepard & Sean Poggi

    Westside Investors Network

    Play Episode Listen Later Aug 19, 2026 29:26 Transcription Available


    Check the episode transcript hereABOUT CHRIS SHEPARD Chris Shepard is an experienced real estate investor, property manager, and real estate agent.  He owns property in multiple states and chooses to invest in Portland Oregon.  He has completed multiple 1031 exchanges and cost segregations to maximize the tax benefits of investing in real property.  Chris also holds the principal brokers' license for Uptown Properties LLC and is responsible for its real estate activities.  On top of his state license, Chris holds a Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).  He graduated with a Bachelor of Science in Business Finance at the University of Arizona.  With his extensive background in deal analysis and negotiation, he provides incredible value to this company and its projects. ABOUT SEAN POGGI Sean is the Asset Manager of Uptown Syndication. He graduated from the University of Oregon with a Bachelor of Science in Business Administration and brings over 14 years of leadership experience with Apple Inc. Sean has been actively investing in real estate since 2015, with experience managing both short-term and long-term rental properties, including out-of-state investments. As a passionate Project Manager and Entrepreneur, Sean is focused on driving operational efficiency, overseeing asset performance, and supporting the long-term success of each investment opportunity.   THIS TOPIC IN A NUTSHELL:  Defining the Stabilization Stage in a Multifamily Syndication Lifecycle. When a Value-Add Property Is Considered Fully Stabilized. Refinancing, Permanent Debt & Achieving Sustainable Operations. Maximizing Net Operating Performance Through Occupancy & Rent Growth. Why Vacancy & Tenant Turnover Are the Biggest Threats to Stabilized Assets. Lead Metrics Every Asset Manager Should Track During Stabilization. Creating an Efficient Turnover Process to Reduce Vacancy Loss. Using Pre-Move-Out Inspections to Improve Planning & Execution. Understanding A, C & F Turnover Grades and Their Impact on Asset Performance. Balancing Renovation Costs with Long-Term Property Value Creation. Leasing Strategies for Stabilized Multifamily Properties in a Competitive Market. Navigating Market Concessions, Class A Competition & Oregon Leasing Challenges. Improving Tenant Satisfaction Through Responsive Maintenance & Communication. The Four Pillars of Successful Stabilized Asset Management. Knowing When It's Time to Hold or Sell a Stabilized Multifamily Asset.   KEY QUOTE:   “Revenue is a lag measure. The actions that drive it are the lead measures.”    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.   The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe  #RealEstateInvesting #MultifamilyInvesting #RealEstateSyndication #MultifamilySyndication #ApartmentInvesting #PassiveInvesting #PassiveIncome #RealEstateInvestors #MultifamilyRealEstate #RealEstateProfessionals #AssetManagement #MultifamilyAssets #ValueAddRealEstate #ValueAddInvesting #ApartmentSyndication #RealEstateWealth #WealthBuilding #RealEstateEducation #RealEstatePodcast #InvestingInRealEstate #CommercialRealEstate #RentalPropertyInvesting #PropertyManagement #RealEstateStrategy #RealEstateCareer #InvestorEducation #PassiveRealEstateInvesting #MultifamilyInvestor #ApartmentInvestors #WINPodcast  CONNECT WITH SEAN AND CHRIS: Sean's LinkedIn: https://www.linkedin.com/in/seanpoggi Email: syndication@uptownpm.com Website: https://www.uptownsyndication.com   CONNECT WITH US   For more information about investing with AJ and Chris:  · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/  For information on Portland Property Management:  · Uptown Properties | http://www.uptownpm.com ·  Youtube | @UptownProperties  Westside Investors Network  · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork ·  Tiktok| @WestsideInvestorsNetwork ·  Youtube | @WestsideInvestorsNetwork 

    Stocks To Watch
    Episode 858: The FUTR Corporation ($FTRC | $FTRCF) CEO Discusses Revenue Growth and Its AI Financial Platform

    Stocks To Watch

    Play Episode Listen Later Aug 19, 2026 14:54


    This interview is disseminated on behalf of The FUTR Corporation.The FUTR Corporation (TSXV: FTRC | OTCQB: FTRCF | FSE: QA20) CEO Alex McDougall discusses the company's recent revenue growth and the expansion of its consumer-focused AI and data platform.The conversation explores the launch of FUTR Planning, a new lead-generation revenue stream that completed approximately 6,600 financial plans in June, alongside continued growth in the company's payments business. Alex also highlights plans to extend payment functionality to mortgages and further connect the company's planning and payments platforms.Learn more: https://thefutrcorp.com/#hero Watch the full YouTube interview here: https://youtu.be/wLbIyrZD8j4And follow us to stay updated: https://www.youtube.com/@stockstowatchofficial 

    Stocks To Watch
    Episode 859: Copper Fox Metals ($CUU.V | $CPFXF): New Results Strengthen Mineral Mountain Porphyry Discovery

    Stocks To Watch

    Play Episode Listen Later Aug 19, 2026 10:17


    This interview is disseminated on behalf of Copper Fox Metals Inc. Copper Fox Metals Inc. (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) Chairperson, President, and CEO Elmer B. Stewart discusses the latest results from the Mineral Mountain Project in Arizona.Elmer highlights a 278.97-metre interval of copper-molybdenum mineralization, geological indicators interpreted to point toward the core of the porphyry system, and the company's planned geochemical vectoring work to help refine targets ahead of further drilling.Learn more: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/erZ3HqBiR40And follow us to stay updated: https://www.youtube.com/@stockstowatchofficial 

    The Multifamily Wealth Podcast
    #344: Why Managing REVENUE Is So Critical In Multifamily Operations… How A 1% Increase in Revenue Increases Cash Flow by 5X

    The Multifamily Wealth Podcast

    Play Episode Listen Later Aug 18, 2026 19:17 Transcription Available


    In this Multifamily Minutes episode, Axel breaks down why revenue management deserves far more attention than most multifamily operators give it. Using a simple 10-unit example, he shows how a single percentage point of recovered revenue — whether from reduced vacancy or lower delinquency — can boost net free cash flow by 5% or more, a magnified effect similar to how leverage amplifies returns. He also shares how his own portfolio tracks collections throughout the month, why vacancy is the lever operators actually control while rent is dictated by the market, and the practical steps his team is taking — from tenant screening to new collections technology — to keep squeezing out those last few points of revenue.Join us as we dive into:Why revenue assumptions (vacancy and delinquency) vary wildly across A, B, C, and D class deals.The leverage analogy: how small revenue changes create outsized swings in net free cash flow.What happens at the extreme: a 3% revenue increase driving 15–16%+ additional cash flow.Why this effect becomes easier to see and more important at scale, across larger portfolios or buildings.How Axel's team tracks collections by day of the month (1st–5th, 5th–12th, 12th–30th) and what "normalized" collections look like for stabilized C-class buildings.The tech and process changes being used to push collections rates higher, including third-party payment plan platforms for past-due tenants.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

    Secure Your Retirement
    Episode 380 - A Great Investment Can Become A Dangerous Retirement Risk

    Secure Your Retirement

    Play Episode Listen Later Aug 18, 2026 23:26


    In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the biggest sources of investment risk hiding in plain sight for people nearing retirement: a portfolio that has grown large thanks to a handful of Magnificent 7 stocks, and what that means once a paycheck is no longer coming in. They walk through a real conversation with a new client whose accounts had grown substantially through stocks like Nvidia stock, Tesla, and Amazon, and why the retirement investment strategy that builds wealth is not the same one that should carry you through spending it. If you've ever wondered whether your risky investments have quietly become too large a piece of your retirement portfolio, this episode breaks down how to think it through without giving up the gains you've earned. Listen in to learn about the numbers behind the Magnificent 7 run-up and the very real stock market risk that comes with it, including the 2022 pullback most investors have already forgotten. Radon and Murs unpack sequence of returns risk, why retirement risk management looks completely different once withdrawals begin, and how their three bucket strategy is built to protect retirement savings while still allowing room for growth. Whether you're actively planning retirement, working through a retirement checklist, or simply thinking about how to retire comfortably without one bad year undoing decades of work, this conversation lays out a retirement income strategy built for exactly that moment. In this episode, find out: Why the Magnificent 7 stocks grew so dramatically since 2020, and the specific 2022 declines (Tesla, Meta, Nvidia, Amazon, Alphabet, and Microsoft) that most investors have already forgotten about The math behind why a 50% loss requires a 100% gain just to break even, and why that matters so much more once you're living off your retirement portfolio How the accumulation phase and the retirement phase call for two completely different approaches to risk, and why what worked to build your wealth can work against you once you retire A breakdown of the three bucket strategy, including how the cash, growth, and safety and income buckets work together for real retirement portfolio diversification Why you don't have to sell your winning stocks to build a secure retirement financial plan, and how to keep a piece of the growth you're proud of while protecting the rest Tweetable Quotes: "What gets you up the mountain won't get you down. It's a different type of physicality that we need to be able to deal with." — Radon Stancil "There's ways to invest when you're growing your assets, and then there's ways to invest when you're trying to have your assets generate and preserve them." — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

    Stu Does America
    LAST CHANCE for Epic Primary Election Investment Value

    Stu Does America

    Play Episode Listen Later Aug 17, 2026 45:54 Transcription Available


    On today's episode of “Predictable w/ Stu,” Stu Burguiere previews tomorrow's primary elections in Florida, Alaska and Wyoming and points out where to find some of the few remaining value opportunities as we near the end of the primary election season. Then, Stu examines how the polling in the Wisconsin Democratic Gubernatorial nomination primary went so wrong and where the prediction markets picked up the slack. And Stu goes through a couple investments that he kinda likes involving Pedro Pascal's Oscar nomination chances and President Trump's potential next press secretary.

    Jake and Gino Multifamily Investing Entrepreneurs
    How to Spot Bad Real Estate Deals Before You Lose Your Capital

    Jake and Gino Multifamily Investing Entrepreneurs

    Play Episode Listen Later Aug 17, 2026 47:00


    Are the days of "go bigger, faster" in real estate over? In this episode of the Jake & Gino Podcast, Jake Stenziano and Gino Barbaro sit down with commercial real estate investor and host of Invest Beyond Multifamily, Ash Patel. Together, they pull back the curtain on why syndicators are losing tens of millions of dollars in the current market cycle, the danger of overpaying for deals based on speculative pro formas, and why cash-on-cash return—not IRR—is the ultimate metric for long-term wealth. Plus, Ash breaks down why retail and suburban office space are quietly offering massive, low-risk returns while everyone else is fighting over multifamily. Timestamps: 00:00 - Introduction: Ash Patel (Invest Beyond Multifamily) 02:18 - The Fall of "Go Bigger, Faster" & Overpaying for Deals 06:37 - Why Big Syndicators Are Losing Millions 10:13 - Red Flags to Look Out For Before Investing with a Syndicator 14:41 - The Truth About Retail: Lowest Vacancy in History 20:03 - Why Buying Blue-Collar Businesses Is Overhyped 25:05 - Cash-on-Cash Return vs. IRR

    Entrepreneurs on Fire
    The Business Owner's Dilemma with Ali Nasser: An EOFire Classic from 2022

    Entrepreneurs on Fire

    Play Episode Listen Later Aug 16, 2026 24:28


    From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Ali Nasser is a number 1 Amazon bestselling author and entrepreneur who helps business owners find their path and create the life they truly desire. Top 3 Value Bombs 1. Entrepreneurs need a framework to see their position clearly and act more intentionally toward their goals. 2. Wealth is a means, not an end, financial freedom alone doesn't guarantee fulfillment. 3. Dilemmas are hard because they sit at the intersection of wealth and life, making decisions more emotional. Improve Your Return on Investment as well as Your Return on Life Experience - The WISE Assessment Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Nexus Install - Have a high-ticket offer? Nexus Install builds you a custom LinkedIn prospect booking system designed to generate more quality sales calls. Email JLD at John@EOFire.com to learn more.