Podcasts about investment strategies

In this episode of Masters of Moments, host Jake Wurzak sits down with Greg Kennealey, CEO of Peregrine Hospitality, for an in-depth conversation on building and operating a diversified hotel platform with a focus on performance, alignment, and long-term value creation. With a career that includes time at Strategic Hotels and KSL Capital, Greg brings both institutional experience and an owner-operator mindset to the conversation. They discuss the evolving landscape of hotel investment, from pandemic-driven shifts in demand and staffing, to the renewed importance of leisure travel, stress-testing models, and driving performance across both luxury resorts and extended-stay properties. Greg also breaks down the founding of Peregrine, their vertically integrated approach, and how alignment and talent are central to outperforming in any market cycle. They also cover: How the best hotel companies earned loyalty by prioritizing staff during COVID Lessons from KSL on underwriting, capital planning, and long-term investing The rise of experiential and independent resorts—and where they see opportunity Why owner-operator models outperform in today's capital environment The critical role of KPIs like labor margin, guest satisfaction, and revenue flow Designing phantom ownership structures to retain and reward top hotel talent Building a culture of accountability and innovation from the ground up This episode is a masterclass in hospitality execution, told through the lens of someone who has scaled both iconic resorts and margin-driven select-service portfolios—and believes the best teams win every time. Links: Peregrine Hospitality - https://www.peregrinehg.com/ Greg on LinkedIn - https://www.linkedin.com/in/greg-kennealey-946b715/ Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Topics: (00:00:00) - Intro (00:01:32) - Resilience and Challenges in the Hotel Industry (00:03:12) - Investment Strategies and Stress Testing (00:04:59) - Balancing Leisure and Corporate Travel (00:08:21) - Operational Challenges and Innovations (00:34:13) - The Role of Location in Hotel Success (00:38:51) - Conviction in Hotel Investments (00:41:07) - The Complexity of Hotel Ownership (00:41:48) - The Owner-Operator Model (00:44:49) - Sales Strategies and Exit Timing (00:47:21) - Rapid Acquisition Challenges (00:50:12) - Building an Entrepreneurial Venture (00:54:24) - Operational Oversight and KPIs (00:58:40) - Managing Labor Costs (01:01:26) - Investing in Experiential Resorts (01:09:02) - Food and Beverage Strategies (01:15:52) - Future Goals and Favorite Hotels

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

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

Retirement Expert James Conole @RootFP breaks down how to retire wealthy with smart strategies around tax-free income, 401(k)s, Roth conversions, investment risk, Social Security, and the psychology of spending in retirement. Plus, we debate whole life insurance vs. bond alternatives, explore annuities, reverse mortgages, and the surprising ways legacy and lifestyle planning shape long-term wealth.Check out James Conole's Channel: @RootFP Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault00:00 Intro02:36 The Importance of Financial Planning04:47 Framework for Retirement Planning12:44 Understanding Cash Flow and Inflation17:44 Investment Strategies and Risk Management21:27 Typical Withdrawal Rate For 5 Years32:34 Understanding Root Reserves36:21 Risk Tolerance vs. Risk Capacity39:20 James Conole's Liquid Investments44:48 Exploring Annuities and Their Benefits48:52 Tax Advantages52:49 Retirement As an Income Strategy57:31 Navigating Reverse Mortgages01:01:44 Cashflow in Financial Planning01:04:10 Gold and Precious Metals01:07:25 Debt Management and Financial Strategies01:08:25 Tax Planning for Retirement01:21:11 Business Or Invesments01:27:00 Finding Purpose and Intentional Living______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Dan Rochon sits down with serial entrepreneur and venture capitalist Jeremy Delk to reveal how to identify business opportunities hiding in plain sight. From losing $2 million in four days to building multi-exit companies, Jeremy shares raw lessons about pattern recognition, authenticity, and why most people never make their ideas real. This episode is your backstage pass to understanding how investors really think and how you can get in the room.What you'll learn on this episodeUntapped markets aren't always new sometimes they're old industries approached differently.Most people fail not because of bad ideas, but because of a lack of belief and clarity.Business success starts with solving people's problems, not chasing trends.Pattern recognition is learned from losses, not textbooks.Transparency in leadership attracts capital and people masking your weaknesses repels both.Markets reward disruption especially when others say “that's how it's always been done.”Real growth starts when you stop pretending to be perfect and start owning your gaps.At the heart of this conversation is a simple truth: real business success comes from clearly communicating value and solving real problems. If you're working to sharpen that clarity in your own business, Dan's upcoming book Teach to Sell offers a practical framework to help you attract clients and opportunities by leading with what you know.

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

In this episode, Stephen S. interviews David Seiler, a seasoned real estate entrepreneur with over 40 years of experience, primarily in multifamily and commercial real estate. David shares his journey from starting in single-family homes to managing a portfolio of nearly 40,000 units. He discusses the importance of mentorship, navigating unexpected challenges, and the lessons learned throughout his career. David emphasizes the significance of staying curious, learning from mistakes, and the value of sharing knowledge with the next generation of real estate professionals.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ken Griffey Jr. has recently taken up a hobby or even second career after his hall of fame career in Major League Baseball. Some of the things he has learned about his new job can be a good reminder for those who are looking for a second act when it comes to retirement. What else does Jim Fox think about this story and retirement planning? Tune in to find out! Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Are you ready to roll over your 401k without falling into tax pitfalls? Mike Douglas goes through the complexities of 401k rollovers. He explores essential questions to ask, such as understanding the type of money in your account and evaluating fees. He also discusses whether it’s better to leave some money behind for early access and how identifying the right fiduciary can impact your retirement strategy. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

How do the odds of success compare: Vegas or the stock market? You may be surprised. Like this episode? Hit that Follow button and never miss an episode!

Raj Shah, Rick Borek, and co-host Doug Turnbull talk about the impending summer travel season and how easily people can let things slide. Raj and Rick explain why checking in with an advisor in the mid-year, or getting a second look at a portfolio from SC Wealth Advisors, is crucial. They share about the different tweaks to strategies, tax-efficient moves, and growing hidden fees that people can miss without repeated maintenance. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedInSee omnystudio.com/listener for privacy information.

In this episode of the Retirement Playbook, Granger Hughes discusses the evolving landscape of retirement planning, emphasizing the importance of guaranteed income and strategic investment approaches. They explore various income sources, including Social Security, pensions, and structured notes, while addressing market reactions and the significance of having a customized retirement plan. The conversation also highlights the role of technology in financial planning and the necessity of building trust in client-advisor relationships. Get to know the Hughes team and schedule a time to speak with them or see the upcoming events at https://hughesretirementgroup.com/See omnystudio.com/listener for privacy information.

Joining us in this episode is Edward Chancellor, a financial historian, journalist, and investment strategist. He is the author of Devil Take Hindmost: A History of Financial Speculation, and The Price of Time, books that dive into the stock market, economic growth, rising inequality, elevated debt levels, the pensions crisis, and more.  In addition to his larger works, Edward is also a columnist writing for Reuters Breakingviews and a contributor to the Wall Street Journal, MoneyWeek, the New York Review of Books and Financial Times. What has 30 years of experience in the financial sector taught Edward about economic history and investment opportunities? He joins the podcast to explain… In this conversation, we explore:  What led Edward to leave the world of finance to pursue writing.  How to understand investment from a historical perspective.  How finances have changed in the last 60 years. What financialization is, and what it does to society.  To learn more about Edward and his ongoing work, click here now! Episode also available on Apple Podcasts: https://apple.co/30PvU9C

Hey friends! We are welcoming back our friends Jenn & Joe Delle Fave this week to dive into the world of creative financing with a focus on wrap mortgages—a strategy gaining traction in today's high-interest market. We're breaking down how wrap mortgages work, their historical roots, and why they're making a comeback.We walk through a real-life deal to show how this strategy plays out in practice, highlighting the critical role of seller motivation and flexible deal structuring, and share tips on finding and vetting tenant buyers, marketing properties as rent-to-own, and using non-refundable option deposits to secure committed buyers.From single-family homes to high-end properties, this episode reveals how creative financing can open up new, profitable paths for investors—especially when paired with patience, strong negotiation, and a solid network.Check out Jenn & Joe's previous episodes:Episode 35Episode 36Episode 37Episode 38If you're ready to think outside the traditional lending box, this episode is a must-listen!  Resources:Simplify how you manage your rentals with TurboTenantGrab your spot in The WIIRE CommunityConnect with BrieAnne on InstagramLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

John is an integral part of our five person team at Ten31 and we dive deep into how we think about deploying funds throughout the ecosystem. We explore topics such as merchant adoption, bitcoin treasury companies such as MSTR, and other trends to watch going forward.John on Nostr: https://primal.net/johnTen31: https://ten31.xyz EPISODE: 160BLOCK: 897442PRICE: 954 sats per dollarVideo: https://primal.net/citadel support dispatch: https://citadeldispatch.com/donatenostr live chat: https://citadeldispatch.com/streamodell nostr account: https://primal.net/odelldispatch nostr account: https://primal.net/citadelyoutube: https://www.youtube.com/@CitadelDispatchpodcast: https://serve.podhome.fm/CitadelDispatchstream sats to the show: https://www.fountain.fm/rock the badge: https://citadeldispatch.com/shopjoin the chat: https://citadeldispatch.com/chatlearn more about me: https://odell.xyz(00:00:00) OCC Intro Clip(00:02:17) Happy Bitcoin Monday(00:03:18) Guest Introduction: John Arnold(00:04:45) Discussion on Banks Holding Bitcoin(00:07:22) Bitcoin as Money for Enemies(00:10:19) John Arnold's Background and Bitcoin Journey(00:18:09) Steak and Shake Accepting Bitcoin(00:28:48) Bitcoin Treasury Companies(00:36:00) MicroStrategy's Bitcoin Strategy(00:51:58) Investment Strategy at Ten31(01:02:30) Bitcoin as Shared Equity(01:10:03) Missing Bitcoin Infrastructure(01:18:01) Bitcoin's Impact on Small Businesses(01:29:15) Current Bitcoin Market Analysis(01:42:01) Retail Demand and Bitcoin's Future(01:56:55) Final Thoughts and Sats Discussion

In this conversation, Dylan Silver interviews Andreas Pettersson, an RV park enthusiast and CEO, discussing the lucrative opportunities in the RV park investment space. Andreas shares insights on the business model, the appeal of RV parks as destinations, the demographics of visitors, and the importance of creative financing in acquiring these properties. He emphasizes the hands-off nature of RV park management and the potential for high returns, especially as many boomers look to sell their parks. The discussion also touches on zoning challenges and the unique experiences RV parks offer to families and travelers.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the role of buffered ETFs in financial planning. They explore the mechanics of buffered products, including their potential for equity exposure and downside protection. The conversation delves into how these products can be integrated into financial strategies, particularly for individuals nearing retirement or already retired. The hosts emphasize the importance of understanding the risks and returns associated with buffered ETFs and how they can provide flexibility in investment decisions. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Buffered ETFs provide equity exposure with downside protection. Understanding caps and downside risks is crucial for investors. Buffered products can be beneficial for those nearing retirement. It's important to diversify investment strategies with buffered ETFs. Buffered ETFs can offer flexibility in retirement income planning. Investors should be aware of the fees associated with buffered products. The structure of buffered ETFs can vary significantly. Market volatility can impact the effectiveness of buffered ETFs. Buffered ETFs are not a one-size-fits-all solution. Financial advisors play a key role in guiding clients on buffered products. Chapters 00:00 Introduction to Buffered ETFs 02:48 Understanding Buffered Products 05:50 Exploring Financial Planning with Buffered ETFs 11:59 Utilizing Buffered ETFs in Retirement 15:01 The Role of Risk and Return in Financial Strategy    

On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

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

In this episode of the Real Estate Pros podcast, host Stephen Schmidt interviews Chris Maddox, a successful real estate entrepreneur who transitioned from a career in the salon industry to real estate investing. Chris shares his journey, emphasizing the importance of taking action, networking, and finding the right partners in the real estate business. He discusses the challenges of maintaining consistent deal flow and reflects on his experiences, offering valuable insights for aspiring real estate investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Stephen Schmidt interviews John Berlet, a seasoned expert in tax deeds and retirement planning. John shares his extensive experience in the real estate market, particularly focusing on tax deeds and the intricacies of tax lien investing. He discusses the advantages of investing in non-homestead properties, the importance of understanding the redemption process, and how to protect investors in this niche market. John also emphasizes the benefits of using a Roth IRA for tax deed investments and provides insights into the risks and opportunities in the real estate sector.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today we are taking a look at changing your investment strategy at retirement Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://www.retirementloop.ca/webinar Why I prefer low yield vs high yield: https://moosemarkets.com/income

Jake & Gino sit down with real estate powerhouse Marcin Drozdz, a veteran capital raiser and investor who's raised multiple nine figures since 2006 and helped acquire over 1,600 multifamily units. Get the inside scoop on his early days working with Ken McElroy, building a capital-raising career during the ‘08 crisis, and how he evaluates deals, markets, and—most importantly—people. Key Topics Covered:How Marcin transitioned from negative cash flow nightmares to flipping and funding massive deals Lessons from raising capital during the Great Recession The 3 critical roles in real estate and why capital raising became his superpower The “Team First” investment philosophy: why backing great operators trumps chasing flashy deals Buy, refinance, and hold strategy: Long-term wealth creation explained Differences between syndication vs. buy-and-hold models—and where they align Whether you're a seasoned investor, aspiring capital raiser, or just love real estate stories with grit, strategy, and banter—this episode's for you.Chapters:0:00 Introduction7:22 Return on Effort (ROE)10:19 Buying With "Meat on the Bone"24:42 Level 10 Teams > Level 10 Deals26:03 The Problem With Older Assets31:40 Capital Raising Mindset Shifts36:49 Development Deals: Yes or No?38:21 Building & Scaling Teams49:18 Closing Thoughts Don't forget to like, comment, and subscribe for more high-level real estate insights from Jake & Gino!Learn more:https://jakeandgino.com/Guest Contact:https://www.marcindrozdz.com/ We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

 Join Gino Barbaro, co-founder of Jake & Gino, as he breaks down the three most powerful strategies for multifamily real estate investing—Value-Add, Fix & Flip, and Buy & Hold—and reveals the right time to use each one. It's not just about choosing a strategy, it's about understanding how the market cycle, debt terms, and exit strategy all come together to make or break your deal.In this episode, you'll learn:The Three Pillars of Real Estate and why they matter How to determine the right investing strategy for your goals Common mistakes new investors make (and how to avoid them) Real examples from Jake & Gino's 2,500+ unit investing journey Whether you're just getting started or scaling up, this how-to guide will give you clarity on building long-term wealth through multifamily investing.Want a free PDF copy of Wheelbarrow Profits? Email: Gino@JakeandGino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the Glide Longevity Podcast, Dr. Jeffrey Gladden and financier Kevin Gray discuss the intersection of longevity and finance. They explore how longevity impacts financial planning, the importance of understanding risk capacity versus risk tolerance, and the evolving concept of retirement. The conversation also delves into the implications of AI on the job market and investment strategies during uncertain times, emphasizing the need for continuous engagement and proactive planning in both health and wealth management. In this conversation, Kevin Gray and Dr. Jeffrey Gladden explore the evolving concept of retirement, emphasizing the shift towards a more engaged and fulfilling life post-career. They discuss the importance of work-life balance, the need for strategic tax planning, and the integration of wealth and estate planning. The role of family offices in managing wealth and adapting to a changing financial landscape is highlighted, along with the necessity of personalized strategies for first-time wealth creators. The discussion culminates in the holistic approach to health and wealth, underscoring the significance of longevity in financial planning.   For Audience ·       Use code 'Podcast10' to get 10% OFF on any of our supplements at https://gladdenlongevityshop.com/ !    Takeaways        Longevity impacts both health and financial planning.        Understanding risk capacity versus risk tolerance is crucial.        Retirement is evolving; continuous engagement is key.        Health investments can yield exponential returns.        AI will significantly change the job market.        Market timing is risky; dollar cost averaging is safer.        Planning for taxes is essential in financial strategies.        Personal health insights can reshape financial planning.        Investment strategies should adapt to market dynamics.        Wealth management must align with longevity goals. Retirement is evolving into a choice for continued engagement.        Clients often become busier and more fulfilled post-retirement.        Tax strategies are crucial for funding longevity services.        Asset location can significantly impact tax management.        Estate planning must align with long-term financial goals.        Family offices provide comprehensive wealth management solutions.        Adapting to a changing financial landscape is essential.        Personalized strategies are key for first-time wealth creators.        Health and wealth should be viewed holistically.        Longevity is becoming a central theme in financial planning.   Chapters 00:00 Introduction to Longevity and Finance 02:59 Risk Capacity vs. Risk Tolerance 05:50 Personal Health and Financial Planning 08:52 Reframing Retirement 12:00 The Role of AI and Market Dynamics 15:09 Investment Strategies in Uncertain Times 17:56 The Future of Work and Wealth 25:01 Redefining Retirement: The New Paradigm 27:04 Architecting Transitions: Work-Life Balance and Fulfillment 29:30 Tax Strategies for Longevity Services 32:02 Asset Location and Tax Management 34:28 Integrating Wealth and Estate Planning 37:17 The Role of Family Offices in Wealth Management 40:02 Adapting to a Changing Financial Landscape 42:52 Creating Personalized Wealth Strategies 46:07 Health and Wealth: A Holistic Approach 50:44 The Future of Longevity and Health Funding   To learn more about Kevin Gray: Email: kevin.gray@veracitycapital.com Website: veracitycapital.com LinkedIn: https://www.linkedin.com/company/veracity-capital/ Reach out to us at:    Website: https://gladdenlongevity.com/     Facebook: https://www.facebook.com/Gladdenlongevity/    Instagram: https://www.instagram.com/gladdenlongevity/?hl=en     LinkedIn: https://www.linkedin.com/company/gladdenlongevity    YouTube: https://www.youtube.com/channel/UC5_q8nexY4K5ilgFnKm7naw  

In this solo episode of The Tactical Empire, Shawn discusses common personal finance tips and how they are redefined within the framework of their 90 Day Accelerator program. Key topics include the exercise of determining a family's bare ass minimum (BAM), the importance of protecting and investing income rather than merely saving, and the strategic approach to handling debt. Sean emphasizes the value of investing in education, skills, and cash flow assets to achieve greater financial freedom and high achievement.00:00 Introduction to Tactical Empire00:44 Rewiring Personal Finance Beliefs01:43 Cutting Unnecessary Expenses04:49 Saving and Investing Strategies06:47 Debunking Retirement Savings Myths09:38 Paying Off Debt vs. Investing13:09 Conclusion and Contact Information

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Nate Hare, VP of Sales and Strategic Relationships at Directed IRA. They discuss the concept of self-directed IRAs and how they can be utilized for real estate investments. Nate shares his journey into the real estate space, the benefits of using retirement accounts for real estate investments, and the tax advantages associated with self-directed IRAs. The conversation also covers the mechanics of buying and selling properties within an IRA, the importance of understanding the rules, and the future growth of the self-directed IRA industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

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

August Biniaz is the Co-founder and Chief Investment Officer of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily assets, utilizing the value-add business model while partnering with passive investors as Limited Partners. August was instrumental in the closing of over $208 million of multifamily assets since inception.August is the host of Real Estate Investing Demystified PodCast. He educates real estate investors through his Podcast, YouTube shows, Webinars, and his weekly newsletter "Real Estate Weekly".Chapters00:00 Market Overview and Economic Impact04:50 August Biniaz: Background and Journey in Real Estate10:06 Navigating Cross-Border Investments: Canadian to US14:27 International Investor Considerations and Strategies17:25 Building the Right Team and the BTR Asset Class21:02 The Rise of Build-to-Rent Communities23:44 Investment Strategies in Build-to-Rent25:36 Portfolio Insights and Market Trends28:38 Education and Immersion in Passive Investing31:35 Due Diligence in Alternative Investments34:03 Personal Growth and Investment Philosophy39:52 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, market trends, economic impact, cross-border investments, build-to-rent, investment strategies, August Biniaz, CPI Capital, multifamily investments

Kim Flynn, President of XA Investments, discusses her 25-year career in asset management, focusing on alternative investments. She highlights the challenges faced during the 2008 financial crisis at Nuveen Investments, where she refinanced $15 billion in frozen auction rate securities. Flynn explains the structure and benefits of closed-end funds, particularly interval funds, which offer periodic liquidity. She details XA Investments' three SEC-registered closed-end funds with $900 million in assets, emphasizing private credit strategies with yields ranging from 9% to 15%. Flynn also explores the potential of alternative investments like farmland, infrastructure, and crypto, noting their role in portfolio diversification and income generation. Note: this episode contains general information only and is not financial or investment advice. Please let Gene know your thoughts on this episode by emailing him at contact@economicsexplored.com.About Kimberly Ann FlynnKimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm's proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional and alternative investment funds, including CEFs, ETFs, UITs and commodity pools.Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university.Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee and on the advisory board of Youth Guidance's Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.TimestampsIntroduction (0:00)Kim Flynn's Career Journey (3:09)Experience During the 2008 Financial Crisis (4:41)Development of New Financial Products Post-Crisis (7:17)Understanding Closed-End Funds and Interval Funds (8:48)Investment Strategies and Alternative Assets (21:01)Energy Investments and ESG Considerations (29:02)Gold, Crypto, and the Role of FinTech (31:36)Evaluating Asset Managers and Investment Strategies (35:03)Investment Outlook and Market Dynamics (47:07)TakeawaysAlternative Investments Offer Diversification: Kim Flynn explains that alternative investments, including real estate, private credit, and farmland, provide diversification benefits, reducing reliance on traditional stocks and bonds.Liquidity Management is Crucial: Interval funds allow limited liquidity for investors, making them suitable for illiquid asset classes like private equity and real estate.Lessons from the 2008 Crisis: Kim shares her experience during the financial crisis, where she managed funds impacted by frozen liquidity, highlighting the importance of flexibility and innovation.Private Credit and Farmland Are Popular: Kim notes that private credit and farmland investments have seen significant interest due to their yield potential and inflation protection.Understanding Liquidity Premiums: Kim emphasizes that investors should seek a 300-400 basis point premium for illiquid investments compared to equivalent public market assets.Links relevant to the conversationKim's bio on the XA Investments website:https://xainvestments.com/team/US Treasury webpage on the Troubled Asset Relief Program (TARP):https://home.treasury.gov/data/troubled-asset-relief-programLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and Planning at SoFi. Brian and Liz discuss her career evolution, from early career pivots, to what she does as an investment strategist, to how to communicate ideas in finance effectively.  Liz Thomas is the Head of Investment Strategy at SoFi. Prior to SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management. As an analyst, she worked at both BMO Global Asset Management as well as Baird. Liz earned her BBA in Finance and Marketing from the University of Wisconsin-Milwaukee, and her MBA from Marquette University. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the On The Money newsletter, and follow Liz @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 02:10 Growing up in Wisconsin 03:32 Money lessons and values 06:10 Finding finance in college 07:42 Early career 10:27 Pivotal career moments 19:10 What is an investment strategist? 24:31 Career advice 28:07 Career at SoFi 31:55 Experience as a female in a male-dominated industry 35:18 Liz's financial information diet 40:50 Keeping a level head through market volatility 44:28 Investment role models 48:01 Communicating ideas in finance 51:44 Closing Thoughts Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2025 Social Finance, Inc. All Rights Reserved.

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

In this conversation, Brett McCollum interviews Tye Shumway, a commercial general contractor with a rich background in construction and real estate investing. Tye shares his journey from losing a corporate job to discovering the world of real estate, overcoming personal tragedies, and building a successful business that intertwines construction and property development. The discussion highlights the importance of resilience, the synergy between construction and real estate, and Tye's aspirations for future growth in his business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

Welcome to another insightful episode of Wealth Talk, where we explore the world of creative property strategies with Paul Stapleton. Paul shares his inspiring journey into entrepreneurship, discussing how he built a property company, launched a training academy, and established event businesses. This episode is packed with actionable insights and innovative strategies for those looking to succeed in the ever-changing property market.Topics Discussed:[00:00] Creative Property Strategies Unveiled – Paul introduces his approach to property investment.[05:09] The Journey into Entrepreneurship – How Paul's entrepreneurial spark was ignited by The Apprentice and his focus on tenanted properties.[10:57] Exploring Fractional Sales and Overage Sourcing – Breaking down properties for individual sales and earning uncapped commissions.[25:29] Understanding Assisted Sales – Simplifying the process for investors and achieving significant ROI.[30:42] Simplifying Property Training – Making property education actionable and accessible through his Training Made Simple Academy.[35:01] Building Recurring Income – Why recurring income is essential for financial stability.[36:32] The Importance of Networking – Building relationships with estate agents and meeting potential partners.[41:12] Key Insights and Book Recommendations – Influential books that shaped Paul's journey.[42:47] Upcoming Events and Opportunities – A look at events fostering community and learning in the property sector.Key Takeaways:Paul's focus on creative deals, such as fractional sales and overage sourcing, allows for innovative income strategies.Simplifying property training helps clients take actionable steps toward financial independence.Networking is a cornerstone of success in property investment.Mindset, belief, and problem-solving are vital skills for navigating the property market.Resources Mentioned In This Episode: 25% off for WealthTalk listeners to the Property Entrepreneur Summit – Saturday, 14th June 2025, in Milton Keynes, UK.Connect with Paul Stapleton on LinkedInNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community>> Schedule a 1:1 call with one of our team>> Become a member of WealthBuilders

In this episode of the Operators Podcast, Mike shares his journey from founding Freshly, a meal delivery service sold to Nestle, to his current ventures in the veterinary space and venture capital. He discusses the challenges of the current economic climate for e-commerce brands, the naivety required for founders to disrupt markets, and the importance of operational efficiency. Mike also emphasizes the need for discipline in capital deployment and the complexities of strategic partnerships, particularly his experience with Nestle. The discussion also touches on the integration of AI in consumer businesses and the evolving landscape of the food industry, advocating for a balanced approach to health and safety regulations. 00:00 Introduction03:08 Mike's Journey: From Freshly to Veterinary Ventures06:04 The Naivety of Founders and Market Disruption11:43 The Challenges of Consumer Investing15:56 The Importance of Discipline in Capital Deployment21:16 Strategic Partnerships: The Nestle Experience38:07 Understanding Consumer Investment and Exit Strategies43:48 The Importance of Realistic Outcomes in Entrepreneurship49:07 Future Trends in Consumer and AI Integration56:34 Navigating the Food Industry and Consumer Behavior01:00:25 Building a Successful Veterinary Business01:06:57 Investment Strategies and Fund Management01:12:42 Understanding Wealth and Happiness01:27:10 The Duality of Building Value and Understanding LifeOperators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-2tdfu426r-TepSHJP~evAyDfR29U2qUwPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_moreSubscribe to The Marketing Operators Podcast here: https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here: https://www.youtube.com/@FinanceOperatorsFOPS Sign up to the 9 Operators newsletter here: https://9operators.com/

In this episode of Investing with Purpose, Travis “T-Rev” Carter shares his incredible journey from early-life tragedy to building a faith-driven legacy through business and investing. A former musician turned sales executive and impact investor, Travis unpacks how stewardship, discipline, and purpose have shaped his financial decisions. He dives into the importance of aligning investments with values, the lessons he's learned along the way, and how he's now helping others do the same through Legacy Changers Inc. If you're ready to invest beyond the bottom line, this conversation will inspire and challenge you.Chapters00:00 Introduction to T-Rev's Journey44:54 Overcoming Tragedy and Finding Purpose47:55 Early Financial Education and Realizations50:55 The Role of Faith in Financial Decisions54:02 Investment Strategies and Learning57:00 Understanding Accredited Investor Status01:00:00 The Importance of Tangible Investments01:02:43 Meaningful Investments and Legacy Building01:04:28 The Heart of Intentional Investing01:05:52 Balancing Principles and Profits01:11:55 Defining Legacy in Wealth Building01:15:29 Influences on Investing Mindset01:18:26 Rapid Fire InsightsAbout Travis CarterTravis “T-Rev” Carter is a purpose-driven entrepreneur, investor, coach, and the visionary behind Legacy Changers Inc. and the Legacy Connect platform. With a background that spans the entertainment industry, digital marketing, and high-level sales leadership, T-Rev brings a unique blend of creative and strategic insight to everything he touches. From signing his first record deal at age 17 to serving as an on-location host for Wheel of Fortune and rising to Senior Vice President in the tech world, his journey is a testament to resilience, reinvention, and faith.A survivor of deep personal tragedy, Travis has turned pain into purpose—anchoring his life and business in faith, family, and legacy. He now empowers others to communicate with clarity, lead with integrity, and invest with impact through coaching, public speaking, and his podcast Legacy Connect. As an accredited investor, Travis partners with faith-aligned opportunities that create tangible community transformation.Connect with Travis CarterYouTube Podcast Channel: https://www.youtube.com/@Legacy-ConnectIG: CoachT_revFacebook: https://www.facebook.com/profile.php?id=61562886604363 TikTok: @trevlegacyX formerlyTwitter: T_RevOfficialWebsite: http://pod.legacychangersinc.com/Connect with UsAre you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

In this conversation, John Harcar interviews Mike Pressman, who shares his journey from a tech background to becoming a successful real estate investor. Mike discusses the importance of analyzing deals, managing uncertainty, and employing probabilistic thinking in investment decisions. He emphasizes the value of house hacking, vacation rentals, and continuous learning through resources like Bigger Pockets. The conversation also touches on key strategies for success in real estate and the importance of being comfortable with risk and uncertainty. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Brett McCollum interviews Nate Shields, a multifamily investor who shares his journey from a marketing job to becoming a successful real estate agent and investor. Nate discusses his transition into real estate, the challenges he faced, and how he built a personal portfolio of 38 units. He also delves into the importance of syndication, risk mitigation strategies in the current market, and the educational resources that helped him along the way. Additionally, Nate emphasizes the mission-driven aspect of his investing approach, highlighting the impact on the community and charitable contributions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

In this conversation, Brett McCollum interviews Austin Geiser, who shares his journey from a construction worker in Montana to a successful entrepreneur in the real estate industry. Austin discusses his early experiences, the challenges he faced, and the lessons he learned along the way. He emphasizes the importance of family values, mentorship, and building relationships in business. Austin also talks about his transition from wholesaling to hard money lending, highlighting the collaborative nature of his current role and the significance of networking. The episode concludes with Austin encouraging listeners to reach out for guidance and support in their own journeys.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, John Harcar and Kristin Ryan discuss the importance of pivoting in the real estate market, sharing insights from Kristin's journey as a real estate investor. Kristin recounts her transition from a sales career to real estate during the COVID-19 pandemic, emphasizing the significance of learning, networking, and adapting to market changes. They explore the challenges faced in early deals, the importance of sales skills, and the innovative solutions emerging in multifamily real estate, including the integration of technology and AI. The discussion concludes with Kristin's vision for the future of real estate and how interested investors can connect with her. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes the need for creative strategies to ensure sustainable income while navigating the complexities of financial planning in today's economy. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Season 4 of Couchonomics with Arjun kicks off with a venture builder shaking up the system — Gautam Jain from SC Ventures by Standard Chartered.From launching digital banks in Asia to building full-stack ventures in the GCC, Gautam's now part of a team transforming how venture-building happens inside a bank.In this episode: 

#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts. Ryan is he's opening doors to a whole new world of retirement investing. Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don't want to miss. Tune in now and get inspired to unlock the full potential of your retirement funds!Lets go

Welcome back, friends! This week, we dive deep into the fundamentals of Limited Liability Companies (LLCs) and why they matter for real estate investors. Whether you're just starting out or scaling your portfolio, understanding how to properly use an LLC is key to protecting your assets and building a strong foundation.We're debunking common myths—like the belief that forming an LLC automatically makes you a business owner or offers bulletproof protection—and explaining why careless mistakes can still leave you personally liable. One key topic we cover in this episode is "piercing the corporate veil," where mismanagement (like co-mingling funds or using incorrect signatures) can strip away an LLC's legal protections.Lastly, we also share real-life lessons from transaction missteps and offer actionable tips: keep business and personal finances separate, use proper documentation, counter-sign leases, and file biennial reports to stay compliant. Walk with us as we even break down structuring strategies, like separating active and passive income and considering an S-Corp or series LLC, depending on your goals and state laws.Want the deets on our 1:1 consulting program—designed to empower women to confidently transition into full-time real estate investing? Click here for more information.Tune in to learn how to protect your assets, avoid costly mistakes, and start treating your business like a business.  Resources:Simplify how you manage your rentals with TurboTenantGet the deets on our 1:1 consulting programGrab your spot in The WIIRE CommunityLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram 

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Jon Burgher, a seasoned real estate investor with over 32 years of experience in creative financing. Jon shares his journey from being a maintenance man to becoming a successful landlord and eventually a bank for his tenants. He discusses the evolution of creative financing, the impact of Dodd-Frank regulations, and the unique lease option strategy he employs to help aspiring homeowners. The conversation also covers the challenges and opportunities in today's real estate market, the importance of mentorship, and the pathways available for newcomers in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

In this conversation, John Harcar interviews Jake Belden about his journey into real estate investing while maintaining a full-time job. Jake shares his experiences, challenges, and strategies for success, emphasizing the importance of taking the first step, overcoming fear, and finding the right partnerships. He discusses how to balance a W-2 job with real estate investments, the significance of networking, and the financial strategies that have worked for him. The conversation concludes with advice for aspiring investors on how to get started in real estate. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------