Podcasts about investment tips

Dan Pollock, Vice President of Corporate Development/M&A at SAM Companies Dan shares how he built SAM Companies' M&A function from the ground up—executing over 30 deals and transforming M&A into a strategic growth engine. Backed by Peak Rock Capital, SAM Companies focuses on acquiring founder-led geospatial and infrastructure services businesses. Dan dives deep into how he balances disciplined diligence with relationship-first sourcing, how his team integrates small companies into a larger framework, and why culture and seller alignment matter as much as price. Whether you're building out corp dev from scratch or refining your playbook, this conversation offers tactical insight into how to scale M&A the right way. Things you will learn: How to build an in-house M&A engine with a lean corp dev team How to source proprietary deals through trust and local relationships How to structure earnouts and retention payments to align incentives ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Viral Patel, CEO of Blackstone Private Equity Strategies Viral Patel unpacks how the firm is reshaping private equity for the next era. From launching new fund structures to leading thematic investments in sectors like electrification and AI infrastructure, Viral shares how Blackstone builds enduring value—and why alignment, data, and management fit are key to every deal. He also breaks down the cultural values that drive Blackstone's success and why individual investors are the future of private capital. Things you will learn: How Blackstone's investment philosophy is built on long-term secular trends What makes a management team the right fit—and why talent diligence is critical Why Blackstone created perpetual funds and how they work How data, scale, and operating resources become a strategic advantage post-close       ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Rob Kindler, Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP In this episode of the M&A Science podcast, Kison Patel sits down with Rob Kindler, a uniquely positioned dealmaker whose career has spanned both sides of the M&A table—law and investment banking. Rob previously led global M&A at Morgan Stanley and is now a senior partner at Paul Weiss. With 44 years of experience, he's seen firsthand how the roles of lawyers and bankers have evolved, what makes a deal succeed or fail, and how today's regulatory, activist, and valuation pressures are reshaping M&A execution. Things you will learn: Why legal advisors are now the first call in M&A, not the last How corporate development teams have replaced bankers in early-stage deal sourcing Why regulatory strategy and shareholder approval planning can make or break a deal How to negotiate effectively by predicting “the end of the movie” ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Scott Clawson, CEO of Culligan International Scott Clawson turned Culligan from a legacy water treatment business into a $3.3 billion global platform operating in over 50 countries—powered by a programmatic M&A engine that has executed 300+ acquisitions. In this episode, he sits down with Kison to share exactly how that machine works. From beachside inspiration to building a decentralized deal engine, Scott walks us through his journey scaling Culligan's strategy with support from capital partners like Advent and BDT MSD. He breaks down how to structure pipeline teams, create incentive systems that align corporate and local interests, and keep integration from becoming a bottleneck. If you want a real-world blueprint for high-volume, globally scaled M&A that doesn't break the business—this episode delivers. Things you will learn: How to build and scale a decentralized M&A engine across geographies The critical role of strategic focus, pipeline ownership, and integration playbooks Why cultural alignment and seller trust drive long-term M&A success What to look for when choosing a private equity partner—and how they can unlock growth ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Marc Bell, CEO of Marc Bell Capital Marc Bell is a self-described “deal junkie” who's built an empire across internet infrastructure, real estate, entertainment, defense, and private equity. In this episode, Marc breaks down his unconventional path—from turning around Penthouse into a $500M acquisition engine, to producing Tony Award-winning Broadway shows, to backing national security tech ventures and building satellites. Marc shares the playbook he's refined over decades: how to spot a distressed asset worth saving, why structure and cash flow trump hype, and how to create value by backing the right people and thinking creatively about capital. Whether you're a corporate acquirer or an entrepreneur with a nose for opportunity, this is a masterclass in pragmatic, performance-driven dealmaking. Things you will learn: How to spot and structure deals for distressed or undervalued businesses Why betting on the right operator (“the jockey”) is more important than the business model The importance of supply chain control and cash flow in strategic execution Creative approaches to capital structure, seller financing, and aligning incentives ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

John Romeo, CEO of the Oliver Wyman Forum and Head of M&A at Oliver Wyman We sit down with John Romeo to explore Oliver Wyman's disciplined, strategic approach to M&A. Romeo shares how his team sources deals through a bespoke pipeline, aligns incentives with founder-led businesses, and plans integrations that prioritize people and long-term value creation. From cultural diligence to pricing discipline, this episode reveals what it really takes to execute successful deals in a high-touch, people-driven industry. What You'll Learn: How to build and manage a bespoke M&A pipeline The difference between banker-led and buyer-led deal processes What cultural alignment looks like in professional services deals How to structure integration and retention plans to protect long-term value ______________________ This episode is sponsored by DealRoom! Turn your chaos into control. Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

Stew Campbell, Partner at The Chernin Group In this episode of M&A Science, host Kison Patel sits down with Stew Campbell to explore how growth equity supports founder-led companies beyond just capital. Stew shares lessons from his career helping businesses scale while preserving their culture and mission. They discuss how founders should think about their boards, when to consider a minority recap, what separates elite investors, and how to navigate noisy capital markets with clarity and confidence. Whether you're a founder eyeing your next stage of growth or an operator thinking through the right partner, this episode unpacks how to scale with intention. Things you will learn: What a value-creating board actually looks like—and how to build one How to differentiate growth equity, private equity, and venture capital When to consider a minority recap—and how to structure it Why investor relationships are a long game and how to run your own "unbanked process" __________ Turn Your Chaos into Control:Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

In this enlightening conversation, Todd Smith shares his journey from an electrical contractor to a successful real estate entrepreneur, emphasizing the importance of passion, purpose, and understanding the energy of money. He discusses how adversity shaped his character and belief in himself, and how serving others can lead to success. Todd provides practical advice for aspiring real estate investors, highlighting the significance of learning, observing, and embracing failure as part of the growth process.   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 week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

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   —--------------------

Struggling to finance your real estate investments? Private Money for Real Estate expert Jay Conner reveals how to fund investment deals without banks or hard money lenders in this game-changing episode of Play Big Faster. Discover Jay's proven private lending system that transformed his investing business since 2003 and allowed him to build wealth through real estate investing without credit checks or complicated loan applications. You'll learn: how to attract private lenders without ever asking for money, the exact formula for calculating maximum allowable offers on properties, and where to find motivated individuals with retirement funds seeking better returns. Jay shares insights from his book "Where to Get the Money Now" and his experience with 47 private lenders who consistently fund his deals at 8% interest with no origination fees. Listen now to transform your real estate investing strategy and accelerate your path to financial freedom through private money.

Paul Miller, CEO of Questex Paul Miller joins us to share his extensive experience in M&A, having led more than 90 acquisitions throughout his career. Paul reveals how Questex uses a proactive, buyer-led approach focused on culture, strategic alignment, and integration discipline. The conversation dives into the importance of early relationship-building with potential targets, auditing post-close success, and developing internal M&A capability—even when the team has no prior deal experience. Paul also shares candid advice on international deals, when to walk away, and how to avoid the common trap of "deal fever."

Navigating Stock Market Volatility: Long-term Investment Strategies ExplainedIn this episode of Techie Personal Finance Bootcamp, we discuss the current stock market volatility caused by recent tariff announcements and offer practical advice for maintaining a long-term investment approach. Learn why diversification is crucial, how to manage short-term financial goals, and why now might be a good time to invest, especially for younger individuals.Non-Profit Sponsor: Tech By Choice 

Are you ready to hear how Ali Garced, a successful real estate agent, is mastering remote business management while building a nationwide real estate team? In today's episode of Invest2FI, Ali shares her journey of working remotely from St. Paul, Minnesota, and the growth of her real estate team under the EXP umbrella. She also talks about her return to real estate investment, focusing on a seven-unit building in St. Paul, all while still building her real estate team from afar.  This episode is packed with actionable advice for agents looking to expand remotely and investors interested in growing a real estate portfolio. PODCAST HIGHLIGHTS: [02:55] Ali shares her business evolution from Arizona to Minnesota [06:15] The flexibility of working remotely in real estate explained [09:00] How Ali manages client relationships despite being in a different state [11:30] Remote real estate work: Efficiency through showings and outsourcing [14:40] Exploring how Ali uses social media and YouTube for lead generation [17:00] Ali's YouTube journey: From zero to lead generation machine [19:10] Why YouTube is Ali's preferred platform for real estate marketing [21:30] Outsourcing showing agents: Ali's solution for efficient operations [24:10] The importance of automation and delegation in business scaling [27:50] Ali discusses the transition back into real estate investment [30:00] A detailed look at Ali's investment in a seven-unit building [33:00] How Ali leverages private lending to fund her real estate purchases [36:20] Ali's approach to securing properties below market value [40:00] The benefits of Section 8 tenants in rental property investments [44:30]Scaling your real estate portfolio and managing remote operations HOST Craig Curelop

In this episode of Rich AF, host Charl Minnaar (The Yachting Investor) sits down with Carla Venter, aka Money with Carla (@moneywithcarla) — a chartered accountant turned personal finance influencer. From building smarter portfolios to exploring real estate opportunities, Carla breaks down complex financial concepts with clarity and confidence. Expect honest advice, investment strategies, and the tools you need to take charge of your financial future — whether you're in yachting, business, or just trying to grow your wealth.

Explore the world of bonds with Mitch and Evan in this episode of Gimme Some Truth. Learn the key differences between bonds and stocks, how yield curves influence the market, and what recent market trends mean for investors. Discover how interest rates impact bond prices, the risks and rewards of long-term Treasuries, and practical strategies to navigate today's fixed-income market.

New Episode of The AZREIA Show, Mike Del Prete, Executive Director of the Arizona Real Estate Investors Association, sits down with Kevin Highmark, COO of Capital Fund 1. Kevin shares his journey into the hard money lending world, the unique value propositions of Capital Fund 1, and insights into the current real estate market landscape in Arizona. They discuss various loan products, underwriting processes, and tips for real estate investors to succeed. Capital Fund1 specializes in providing quick and flexible financing solutions, crucial for real estate investors looking to capitalize on opportunities. Tune in to learn more about how Capital Fund One supports investors and the advantages of hard money lending. Key Takeaways: 00:56 Meet Kevin Highmark: From Sports to Real Estate 01:55 Joining Capital Fund One 03:25 Capital Fund One's Growth and Operations 04:09 Arizona's Unique Real Estate Market 04:14 Loan Products and Processes 06:38 Underwriting and Funding Details 08:29 Investor Support and Prequalification 12:23 Flexible Terms and Quick Turnarounds 14:55 Understanding Loan Terms and Points 15:41 Rehab and Renovation Loans Explained 16:54 Funding and Equity Requirements 17:53 Working with Title Companies 19:21 Long-Term Financing Options 20:43 Advice for Real Estate Investors 23:52 Current Market Insights   ------   The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

Send us a textJoin us as we dive into the world of investing with brutally honest advice. From understanding that the stock market isn't a scam to embracing boredom in your investment strategy, we cover 40 essential tips to transform your financial future. Learn how to navigate volatility, avoid emotional decisions, and build a balanced portfolio. Whether you're a beginner or a seasoned investor, this episode is packed with insights to help you make informed decisions and achieve long-term success. Tune in now and start building your wealth!انضم إلينا ونغوص في عالم الاستثمار مع نصائح صريحة وواضحة. من فهم أن سوق الأسهم ليس عملية احتيال إلى قبول الملل في استراتيجية الاستثمار الخاصة بك، سنغطي 40 نصيحة أساسية لتحويل مستقبلك المالي. تعلم كيف تتخطى التقلبات، وتتجنب القرارات العاطفية، وبناء محفظة متوازنة. سواء كنت مستثمرًا مبتدئًا أو خبيرًا، فإن هذه الحلقة مليئة بالنصائح لمساعدتك في اتخاذ قرارات مدروسة وتحقيق النجاح على المدى الطويل. استمع الآن وابدأ في بناء ثروتك! Support the showSupport the Podcast on:https://www.paypal.com/paypalme/okuwatly?locale.x=en_UShttps://www.buymeacoffee.com/MaBa3refSubscribe to Maba3ref Newsletter:https://maba3refbranching.beehiiv.com/Connect with Maba3ref Podcast:https://www.instagram.com/maba3refbyomarConnect on TIKTOK:https://www.tiktok.com/@okuwatly

It's a new season and we're talking about your Financial Second Act and whatever form that may come in. Today, Mel talks about some of the scary headlines that have been appearing when it comes to share investing and money generally. From the R word – recession – in US markets, to crashes in the US market, global markets, and even in Australian markets, the headlines appearing are far from reassuring.  In this solo episode, Mel talks about what she thinks you should be doing, and most importantly what you shouldn't be doing. And maybe even how to turn down that noise a little so that you can keep investing, or start investing with confidence.  For more tips and resources, visit us at melissabrowne.com.au, on Facebook, Instagram or TikTok @MelBrowne.Money or send us an email at hello@melissabrowne.com.au.  The link for the My Financial Adulting Plan is here: https://www.melissabrowne.com.au/financialadulting  The link for our Share Investing Masterclass is here: https://www.melissabrowne.com.au/shares   Finally, if you love this episode please make sure you subscribe, share it with a friend and leave us a review.

As we observe National Consumer Protection Week amid a growing and changing financial fraud landscape, the time is ripe to talk about the ways in which investors can protect themselves from financial scams. On this episode, we sit down with Rob Mascio, Director of the FINRA Investor Education Foundation, to talk about the latest fraud trends, common red flags to watch out for and practical steps investors can take to safeguard investments. Resources mentioned in this episode:2025 Annual Regulatory Oversight ReportInvestor Alert: Social Media ‘Investment Group' Imposter Scams on the Rise Romance ScamsFINRA Securities Helpline for SeniorsBrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from FraudEp 162: The Victim Experience: When Romance Leads to Crypto ScamEp. 168: Investing Wisely in 2025: Avoiding Scams and Achieving Your Financial GoalsEp. 169: Unpacking the 2025 Regulatory Oversight Report Find us: X / YouTube /LinkedIn / Facebook / E-mail

In this episode of the AZREIA Show, Executive Director Mike Del Prete introduces seasoned real estate investor, Rick De Luca. They cover the current state of the real estate market, the impact of rising interest rates, and the importance of adapting to market conditions. Rick shares his expertise on group training, mentorship programs, and consultation services that cater to budding and seasoned investors alike. They also dive into the significance of treating real estate as a business, forming strategic partnerships, and making quick, informed decisions. Tune in to gain valuable knowledge and stay ahead in the real estate game. Key takeaways:  01:20 Introducing Rick De Luca 01:55 Rick De Luca's Real Estate Journey 03:29 Current Real Estate Market Trends  04:49 Arizona's Housing Market Dynamics  06:02 Comparing Arizona and California Markets 08:20 Future Predictions and Market Stability 17:29 Business Strategies for Real Estate Investors  22:03 The Power of Collaboration in Real Estate  24:12 Building a Focused Real Estate Strategy 27:02 Leveraging Your Job for Real Estate Success 32:02 Making Quick Decisions in Real Estate 34:06 Navigating Legal Challenges in Real Estate 37:07 Networking and Education Opportunities at Azria 42:37 Conclusion and Final Thoughts   ------   The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

Get ready for an unmissable episode of the Brisbane Property Podcast! Terry Ryder, founder of Hotspotting, joins Scott and Melinda Jennison to share exclusive insights into Brisbane's property market and its prospects for 2025. Discover why Brisbane has been ranked the #1 market for investors, the latest trends in unit and house demand, and which areas are set to boom. Packed with exclusive data and expert analysis, this is the episode that could change your investment strategy for the better! Subscribe to stay updated with the latest episodes and gain expert insights that can guide your investment decisions. Subscribe on Youtube https://www.youtube.com/channel/UCW30uBCnHQ2YllnwGKHNfxg Listen on Spotify https://open.spotify.com/show/5tODCtY54iQrxadNqqmevs Streamline Property Buyers Website https://streamlineproperty.com.au/ Ready to work with us directly? https://streamlineproperty.com.au/contact/ Want to learn more about Hotspotting? https://www.hotspotting.com.au    

Bob Schneider shares the hard lessons he learned on his journey from running a family real estate business to mastering fix-and-flips. Hear how he navigated the challenges of auctions, lead generation, and finding his groove in real estate, and discover the strategies that helped him turn mistakes into lasting success. If you're looking to avoid costly missteps and build a stronger business, this episode is packed with takeaways. KEY TALKING POINTS:0:00 - An Overview of Bob Schneider's Business3:22 - Using Live Auctions To Sell Houses5:24 - Bob's Method For Generating Leads6:40 - His First Investor Deal10:15 - How He Got Started With Finding Motivated Sellers18:29 - Bob's Goal With His Business21:41 - How His Family Reacted To His New Approach With An Old Business24:16 - What He Hopes To Learn At CG This Year28:19 - Bob's Advice For Aspiring Investors29:24 - Outro LINKS:Facebook: Bob Schneiderhttps://www.facebook.com/BobbyVRealty Website: Schneider Group RAIhttps://schneidergrouprai.com/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

On this episode of Paisa Vaisa, Anupam chats with Nitin Bhasin, Head of Institutional Equities at Ambit. They explore Ambit's journey, its partnership with Daiwa, and their flagship 'Good and Clean' product. Dive into groundbreaking thematic research, gain valuable insights into India's economic outlook, and uncover Nitin's top book recommendations. Don't miss this insightful conversation on finance and investment trends!Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Many of us view January as a time to make a fresh start, and as a time to bid farewell to bad habits. In thinking about your New Year's resolutions, have you considered whether you're making financially healthy decisions?On this episode, we sit down with Gerri Walsh, President of the FINRA Investor Education Foundation and Senior Vice President of Investor Education, to uncover the trends and tips investors need to get their finances in order for 2025. Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from Fraud Find us: X / YouTube /LinkedIn / Facebook / E-mail

बीते साल हमने कई विषयों पर चर्चा की, मशहूर लेखकों, कलाकारों, राजनयिकों और विशेषज्ञों से बातचीत की. इस विशेष एपिसोड में हमने अलग-अलग जॉनर के उन हिस्सों को समेटने की कोशिश की है, जिन्हें आपने सबसे ज़्यादा पसंद किया और सराहा. हमने शेर सिंह राणा से तिहाड़ में अफ़जल गुरू के साथ बिताए उनके अनुभवों के बारे में पूछा. मानव कौल से जाना कि उन्होंने एक किताब के कवर के लिए कपड़े क्यों उतार दिए. कृष अशोक ने वेज, नॉन वेज और वीगन खानों के बीच के फ़र्क को स्पष्ट किया. दीपक वाधवा ने इन्वेस्टमेंट के फंडे दिए. अक्षत गुप्ता ने हमें नागाओं की अनोखी दुनिया से परिचित कराया. सुनिए पढ़ाकू नितिन का ये स्पेशल एपिसोड.

"3 Good Investment Tips for 2025" emphasizes spiritual growth through investing confidence in Jesus, finding value in both life's highs and lows, and making daily strides toward a brighter, God-centered future.

Startups promise innovation, but why do so many fail to secure the funding they need?Investors demand results before committing, yet startups require resources to build. This paradox leaves founders stuck in what angel investor DC Palter calls the "pit of hell." How can startups navigate this critical gap and convince investors to bet on their vision?

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/Y5uGC4qrqg8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —   Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809     —  

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed Is cybersecurity stock Fortinet finally ready for a run higher in the next few years? One of the leaders in cybersecurity platforms, specializing in network and cloud security, Fortinet is continuing its push into recurring software services and SASE network. And after a prolonged downturn for its target market, Fortinet's financial performance appears poised for significant improvement. Learn what Chip Stock Investor will be looking for from their oldest cybersecurity stock investment. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/Y5uGC4qrqg8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —   Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809     —  

Welcome to another episode from the Southwest Dental Conference where Ash sits down with Paul Montelongo, founder of Montelongo Capital, an investment firm based in San Antonio, Texas. They discuss Paul's background and expertise in real estate investment, focusing on cash-flowing properties such as apartments, self-storage, and oil and gas assets. Paul talks about how Montelongo Capital partners with business owners, including dentists and physicians, to invest in these assets that offer regular cash flow, significant equity growth, and substantial tax benefits.The conversation also covers the dynamics of multifamily syndicates—a key investment strategy for Montelongo Capital. Paul explains the role of both general and limited partners in these deals, emphasizing the benefits of passive income and tax advantages for busy professionals. He also details current investment opportunities, including a promising property in Corpus Christi, Texas, projected to offer a 20% annual return on investment.To find out more, you can visit: montelongocapital.comIf you have specific questions about embezzlement or if you'd like to have another question answered on a future podcast, please reach out to the Edwards & Associates team. (https://www.EandAssociates.com)Key Topics Discussed:Cash-flowing investments and their benefitsTax benefits for business owners and passive investorsDifferences between General Partners and Limited PartnersTransition from single-family to multifamily investmentsTypical holding periods and return timelines for investmentsQuarterly distributions and investor returnsCurrent investment opportunities in Corpus Christi, TexasRisk management and market leverageTreating real estate investments as businesses

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/1xReq3S0NHM Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809     ----       Join Vinney Chopra on "Apartments Syndication Made Easy" as he sits down with a very special guest, Bob LaChance, the founder and CEO of RevaCap Global.

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/1xReq3S0NHM Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809     ----       Join Vinney Chopra on "Apartments Syndication Made Easy" as he sits down with a very special guest, Bob LaChance, the founder and CEO of RevaCap Global.

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/1xReq3S0NHM Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809     ----     Join Vinney Chopra on "Apartments Syndication Made Easy" as he sits down with a very special guest, Bob LaChance, the founder and CEO of RevaCap Global.

Ever wondered how the niche market of self-storage investments works and how it can become a powerful asset in your real estate portfolio? Discover the unexpected allure of self-storage and the success secrets behind this burgeoning industry.In this episode, Matthew Horne, Co-Founder and CEO of Storage Point Capital, dives deep into the intriguing world of self-storage investments and acquisitions, uncovering why this seemingly mundane sector could be the golden ticket for savvy investors.You'll discover…The compelling journey that led Matthew from for-profit universities to self-storage investments.Why self-storage stood out among numerous alternative investment opportunities.How Storage Point Capital identifies and secures off-market deals without middlemen.The unique dynamics and community aspects of the self-storage industry.The critical role of sophisticated analytics and relationships in successful self-storage investments.

Welcome to another episode of Money Talk with Tiff! In this episode, Tiffany Grant dives deep into essential investment tips for beginners. Following up on last week's discussion of the pros and cons of investing, Tiffany provides a practical guide to help you start your investment journey. From setting clear financial goals to understanding your risk tolerance and diversifying your portfolio, Tiffany covers it all. Whether you're saving for retirement, a house, or just looking to grow your wealth, this episode is packed with actionable advice!Key Points:Set Clear Financial Goals: Know what you're investing for to guide your investment decisions.Understand Your Risk Tolerance: Determine your comfort level with risk and how much you can invest.Diversify Your Portfolio: Spread investments across various asset classes to minimize risk.Start Small: It's okay to begin with a small amount. Consistent, automatic deposits can help.Keep Learning: Stay informed by reading financial news, listening to podcasts, and taking courses.Monitor Market Trends: Keep an eye on market changes to identify opportunities and threats.Think Long Term: Investing is not a get-rich-quick scheme. Patience and a long-term perspective are key.Seek Professional Advice: Consult with a financial advisor if you're uncertain.Resources MentionedPlatforms for Investing: Fidelity, Charles SchwabYouTube Video on InvestingConnect with Tiffany:Website: Money Talk With TiffSocial Media: @MoneyTalkWithT on all platformsMake sure to subscribe, rate, review, and share this episode if it was helpful for you! Tune in every Tuesday and Thursday for a new episode of Money Talk with Tiff.Have a question for Tiffany to answer in an upcoming episode? Submit your questions at www.moneytalkwitht.com/asktiffany.This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

Étienne Mérineau, co-founder of Heyday, shares his journey from the creative industry to launching the conversational commerce platform in 2016. He highlights how hyper-focus and strategic branding drove product-market fit and how a Quebec furniture company embraced conversational commerce during COVID-19. Étienne offers insights on market dynamics, personal finance, pre-seed investing, and B2B SaaS pricing, as well as the importance of investors and founder-market fit. He also touches on leveraging AI and building resilient company cultures in the evolving tech landscape.HeyDay website (acquired by HootSuite 2021) https://www.hootsuite.com/platform/engagementShow Notes:03:07 Founding Heyday: The Early Days05:10 Navigating the Chatbot Revolution13:16 Pandemic Pivot: Surviving and Thriving19:21 Acquisition Talks and Strategic Decisions28:02 Personal Finance Strategies30:46 Investment Tips and Best Practices33:18 Post-Acquisition Journey35:07 Transition to Venture Capital39:41 AI and B2B SaaS Insights51:48 Founder vs. Market: What's More Important?The Crest is a podcast that dives into the art and science of finding product market fit. Through in-depth conversations with founders, entrepreneurs and investors, we uncover actionable insights to help you go from 0 to 1.Subscribe to The Crest on Substack, YouTube, Spotify, and Apple Podcasts. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thecrestpodcast.substack.com

Send us a textIn this episode, Steve discusses the key strategies for boosting financial success, including innovative investment ideas, smart savings tips, and effective debt management techniques. Tune in to learn practical advice for improving your financial health and achieving long-term wealth. Here's how to get started with Boosting Your Financial IQ:Step 1:  Test your financial IQ for FREEStep 2: Download the FREE appStep 3:  Take the Fundamentals of Finance courseDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Get the free BYFIQ app and Starter Course here: https://www.byfiq.com/app Support the show

Are you hesitant to invest in stocks due to common myths? Join money coach Shani Tené as she debunks 3 popular misconceptions about stock investing. Discover the truth behind these myths and learn how to start your investment journey with confidence. 

In the latest episode of the "Capitalist Investor" podcast, hosts Derek and Luke dive deep into the nuances of retirement planning, with a special focus on target date mutual funds.  1. Target Date Mutual Funds: An OverviewThe episode kicks off with Derek and Luke explaining what target date mutual funds are. These funds, offered by financial custodians like Fidelity and T. Rowe Price, aim to simplify retirement planning. They are named after a target retirement year and automatically adjust asset allocation over time as one gets closer to retirement. For instance, a 2045 fund will be more aggressive today but will gradually become more conservative as 2045 approaches.2. Pros and Cons of Target Date FundsThe hosts delve into the advantages and disadvantages of using target date funds. On the plus side, they offer a hands-off approach to investing, as they automatically become less aggressive with time. However, this automation could lead to timing issues, as these funds do not adjust based on current market conditions, potentially leading to suboptimal performance.3. Hidden Costs and High FeesLuke highlighted a critical drawback of target date funds: their fees. While they provide a convenient way to invest, they often come with higher expense ratios that can eat into your returns. Luke mentioned that fees can be as high as 1% annually, and these costs might not justify the simplicity they offer, especially when you consider that these funds often just track standard indexes like the S&P 500 and the aggregate bond index.4. The Importance of Active ManagementThe hosts stress that while target date funds are designed to be a set-and-forget option, they lack the flexibility to respond to market changes. This lack of adaptability can result in missed opportunities or heightened risks. Luke pointed out that the evolving job market means younger investors are less likely to stay with one employer—and one 401(k)—for decades. This shift makes active management even more crucial.5. Rethinking Conventional Wisdom on Investment StrategiesToward the end of the episode, Luke challenges the traditional wisdom that simply investing in the S&P 500 for 40 years will guarantee wealth. He notes that relying solely on historical performance might be risky in our current economic environment. Luke suggests that even for young investors, a more balanced approach—like a 60/40 portfolio—might offer better risk-adjusted returns.The latest episode of "The Capitalist Investor" sheds light on the complexities of target date mutual funds and the broader landscape of retirement planning. With thoughtful insights into the pros and cons of these funds, the importance of active management, and the need to question conventional wisdom, Derek and Luke offer valuable advice for investors at all stages of their financial journey. Whether you're a young professional or nearing retirement, this episode is packed with information that could help you make more informed investment decisions.

Bill and Kenny dive into the challenges faced by short-term rental investors amidst increasing regulations, market saturation, and rising interest rates. They discuss strategic investments and the timing of buying properties, emphasizing the importance of constant market vigilance and prudent financial planning. The episode also explores the implications of market trends and the benefits of using Market My STR's platform for streamlined marketing efforts. Listeners are encouraged to make informed purchasing decisions and stay adaptable in a competitive and fluctuating market. https://go.buildstrwealth.com/tour 00:00 Introduction to STRonomics 00:28 Market My STR: The Ultimate Marketing Platform 01:26 Should You Buy or Wait? 01:45 Personal Investment Stories and Strategies 02:52 Current Market Trends and Predictions 12:24 The Importance of Constantly Looking for Deals 13:25 Challenges in Vacation Rental Markets 19:26 Design and Investment Tips for Super Properties 21:08 Conclusion and Upcoming Events We handle the day-to-day tasks of your short-term rental, giving you the freedom to grow your business and focus on the things that matter most. In the dynamic landscape of short-term rentals, success lies in the details. At STR Super VAs, we bring expertise to every facet of your business, ensuring those details are meticulously managed. Click here to learn more about how you can integrate VAs into your business! https://www.strvas.com/ Watch this podcast each Thursday on our YouTube Channel: https://www.youtube.com/channel/UCnheh3vx0hT5Y7uHWhBs8kA STR Data Hosts Facebook Page Instagram: Kenny_Bedwell You can find more of Bill online at: Bill Faeth Linktree: https://linktr.ee/bfaeth?utm_source=linktree_profile_share<sid=660cbc9b-4a7e-4ed9-a654-900180b83af1 Build STR Wealth: https://buildstrwealth.com/ Instagram: @BillFaeth73 Tik Tok: @bfaeth Learn more about your ad choices. Visit megaphone.fm/adchoices

The latest price moves and insights with Jennifer Sanasie and FIN Fund founder Erik Finman.To get the show every day, follow the podcast here.FIN Fund founder Erik Finman joins CoinDesk to discuss the evolution of the crypto market and what he focuses on before making an investment. Plus, the significance of anonymity in crypto and insights on the institutional adoption.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie and FIN Fund founder Erik Finman.To get the show every day, follow the podcast here.FIN Fund founder Erik Finman joins CoinDesk to discuss the evolution of the crypto market and what he focuses on before making an investment. Plus, the significance of anonymity in crypto and insights on the institutional adoption.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Profits with Pajak, we dive into how to evaluate equipment effectively at Equip Expo. Learn how to assess your business needs, research potential products, conduct thorough product demos, and negotiate the best deals. With expert tips and real-life success stories, this episode equips you with the knowledge to make informed purchasing decisions that benefit your business. Don't miss these essential strategies to maximize your experience at Equip Expo! Comments and Questions are welcome.  Send to ProfitswithPajak@gmail.com Episode Links: Apple Podcast Listeners- Copy and paste the links below into your browser. Upcoming Events: October 14-15, 2024, Louisville, Kentucky LCR SUMMIT- Business Transformation in 2 days!    https://www.lcrsummit.com   October 15-18, 2024, Louisville, Kentucky Equip Expo 2024 Exclusive Discount: Unlock 50% off Equip Expo 2024 tickets with code PAJAK—just $15 until Sept 5.  https://www.compusystems.com/servlet/ar?evt_uid=578&PromoCode=PAJAK   Training and Courses   Budgets, Breakevens, and Bottom Lines™ Workshop The System designed to help you avoid common failures and achieve your business' financial goals. https://www.johnpajak.com/offers/qvgvV8m3/checkout   Yardbook Training Workshops Learn to use Yardbook like a pro to streamline your business and make more money! https://www.johnpajak.com/offers/aJ9YX7aB/checkout   Show Partners: Yardbook Simplify your business and be more profitable.  Please visit www.Yardbook.com  Get 30 days of Premium Business level of Yardbook for FREE with promo code PAJAK Mr. Producer- click the link to connect with the best podcast producer in the biz! https://www.instagram.com/mrproducerusa/   Green Frog Web Design Get your first month for only $1 when you use code, PAJAK , and have your website LIVE in 3 weeks from projected start date or it's FREE for a year. https://www.greenfrogwebdesign.com/johnpajak   My Service Area – “Qualify Leads Based on Your Profitable Service Area.” Click on this link for an exclusive offer for being a “Profits with Pajak” listener. https://myservicearea.com/pajak

In this episode, Anupam joins Rohit Srivastava, Founder @ Strike Money Analytics and Indiacharts . Rohit discusses the rise in retail trading since 2019, introduces Strike Money, and highlights its unique tools and features for both traders and investors. They explore the current bull market, small/mid versus large-cap strategies, and other asset classes like debt and gold. Rohit also shares tips on making the most of your trading and investment strategies. Don't miss Rohit's best market insights. Tune in for an informative episode on Paisa Vaisa! Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                 You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & Instagram.See omnystudio.com/listener for privacy information.

In this episode of the First Responders Wealth Network podcast, Dave Knight is joined by Isabelle Guarino from the RAL Academy, her family's thriving business in the residential assisted living industry. Isabelle provides an in-depth look into how their homes offer senior care in a nurturing, home-like environment. She covers the levels of care provided, the process of establishing and managing these facilities, and the associated costs. Isabelle also illuminate the financial benefits and emotional rewards of investing in residential assisted living (RAL) homes.   They also explore real estate investment opportunities within the RAL sector, detailing methods to enter the business, financial considerations, zoning requirements, and the emotional and operational challenges. With the aging baby boomer generation driving up demand, Isabelle emphasizes the lucrative and impactful potential of RAL homes as both an investment opportunity and a vital service for the elderly.   Tune in now!   Links:   Website: ral101.com Instagram: ralacademy LinkedIn: https://www.linkedin.com/in/isabelle-guarino/

Join Timothy P. Pope on this episode of the Pilot Money Podcast as he delves into the intriguing world of real estate investment with Tait Duryea, an airline pilot and real estate entrepreneur. Tait shares his career journey, starting as a passionate aviator influenced by a family legacy at Hawaiian Airlines, to becoming a savvy real estate investor and the CEO of Turbine Capital.In this conversation, Tait explains his initial foray into real estate several years after the Great Recession, his strategic moves through the real estate market, and how he leverages syndications to create passive income streams. The episode also touches on the recent Hawaiian and Alaskan airline merger and its implications, blending industry insights with personal investment strategies.What You'll learn from this episode:Making Real Estate Investments as a Pilot: How Tait balanced his career as a pilot with his ambitions in real estate investing.Navigating Economic Cycles: Strategies for investing in real estate through different economic conditions, including recessions and booms.Syndications and Passive Income: An introduction to real estate syndications and how they can serve as a viable passive income source for busy professionals.A story of Family Legacy: Tait's journey as a 3rd generation professional pilot who carved his own path as a real estate investor.Adapting to Industry Changes: Insights into the airline merger and what it means for pilot careers and opportunities.Tait's story is more than about flying high; it's about staying grounded in sound financial strategies that pilots can adapt to elevate their investment portfolios and secure their financial future.Resources:Tait DuryeaTurbine CapitalSchedule An AppointmentOur Practice's Website Email: pilotmoneypodcast@ceterainvestors.comDisclosure:Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim's Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers.This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

We'd love to hear from you. What are your thoughts and questions?Episode Theme:This episode delves into the world of real estate investing with a special focus on cash-flowing properties for passive investors. Featuring insights from Charles Carillo, a seasoned expert in real estate syndication, the discussion emphasizes the stability and risk mitigation benefits of prioritizing cash flow over property appreciation.Key Discussion Points:Cash Flow vs. Appreciation:Importance of cash flow for stability during market fluctuations.Risk mitigation benefits, particularly for passive investors.Challenges in Property Flipping:Difficulties faced by flippers in repaying debt amidst market shifts.The necessity of having multiple exit strategies, including the option to rent properties.Multifamily Investments and Bridge Loans:Risks associated with bridge loans in a high-interest rate environment.Importance of assessing risks and reviewing property documents thoroughly.Key considerations: loan types, cash flow, and long-term debt.Financing Options:Comparison of financing options, including loans that cover renovation costs.Varied down payment requirements and the importance of working with experienced operators for non-fixed debt loans.Investing in Real Estate Syndication:Steps to get started including early relationship-building with sponsors and conducting due diligence.Clarification of roles: General Partners (deal operators) and Limited Partners (passive investors).Importance of being prepared for time-sensitive capital calls.Foreign Investors:Foreign investors need to obtain an ITIN, set up an LLC, and understand tax implications.Discuss double taxation avoidance and compliance with US and home country tax laws.Pros and cons of foreign investment in US real estate, including estate tax thresholds and FIRPTA withholding taxes.Comparison of US real estate market liquidity and financing ease with other countries.Vetting Syndicators:It is essential to understand the experience and track record of syndicators.Ensuring that those managing investments have a proven background.Connect With Charles Carillo:https://harborsidepartners.com/passive-real-estate-investing-guide/charles@harborsidepartners.comhttps://harborsidepartners.com/https://www.facebook.com/CharlesKennethCarillo/https://www.instagram.com/charleskcarillohttps://www.linkedin.com/in/charleskcarillo/https://twitter.com/charleskcarillohttps://www.youtube.com/c/HarborsidePartnersConclusion:This episode is a comprehensive guide for passive investors looking to navigate the complexities of real estate investing with a focus on cash-flowing properties. Investors can achieve more stable and risk-mitigated returns by prioritizing cash flow and thoroughly vetting syndicators.

Welcome back to Passive Income Pilots, where we dive into the intersection of aviation, finance, and personal success. Today, we have a special treat for both football enthusiasts and aspiring investors. Our guest is none other than Seattle Seahawk NFL Defensive Legend and Super Bowl Champion, Cliff Avril. Known for his ferocious defense and countless quarterback sacks, Cliff has seamlessly transitioned from the gridiron to the real estate market. In this episode, Cliff shares his journey from NFL stardom to real estate success, offering invaluable insights on financial freedom, investment strategies, and the mindset required to crush it in any field. Whether you're a die-hard football fan or a budding real estate mogul, you won't want to miss this episode packed with actionable advice and inspiration.Timestamped Show Notes(00:08) - Overview of Cliff Avril's NFL career and transition to real estate.(02:04) - Overview of the podcast: passive income strategies, tax strategies, asset protection, and real estate.(02:39) - Cliff discusses his NFL career and the differences between Detroit Lions and Seattle Seahawks.(04:42) - Impact of Pete Carroll's coaching style on Cliff's approach to business.(06:14) - Cliff's transition to real estate and the importance of passion and dedication.(09:02) - Mindset of investing and avoiding financial pitfalls post-NFL.(12:04) - The importance of networking and building a community of investors.(14:35) - Cliff shares the biggest challenges and setbacks in real estate.(16:48) - Business model and the goal of creating generational wealth for friends and family.(18:35) - Education and involvement of friends and family in real estate investments.(20:59) - Recommended podcasts and books for aspiring real estate investors.(22:20) - Cliff's philanthropy: building homes and schools in Haiti.(25:54) - Cliff's projects and partnerships with Marshawn Lynch & Ndamukong Suh.(29:59) - Identifying properties and building a team for real estate projects.(32:35) - The importance of networking and genuine relationship building.(34:22) - Cliff's approach to networking: making friends and building genuine relationships.(35:40) - Cliff's advice on playing like a champion every day and maintaining a positive mindset.(38:56) - Cliff's favorite games outside of the Super Bowl and their impact on his approach to life and business.(39:03) - The importance of key team members in Cliff's business.(40:33) - Cliff's most rewarding achievement post-NFL: educating his mother on investing and financial independence.(42:20) - Closing remarks and information about the Passive Income Pilots community.---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community.Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Take 10% Off Your Next Uniform - Use code "PASSIVE" on checkout!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice.