Podcasts about investors

Ashley Kehr went from having no real estate experience to building a full-time investing business and a portfolio. In this episode of The Real Wealth Show, she shares her journey step by step, along with the rookie mistakes she made and the lessons that helped her grow. You'll also hear practical advice for getting started as a new investor, strategies for finding and funding your first rental property, and why Ashley is so passionate about helping rookies take action. Whether you're just starting out or looking for motivation to grow, this conversation is packed with tips to guide your own real estate journey. LINKS CHECK OUT OUR NEW WEBSITE & BECOME A MEMBER (IT'S FREE)! https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ RealWealth® Webinars: https://realwealth.com/webinars/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

Entrepreneurs are often caught in a nonstop race—chasing revenue, scaling businesses, and pushing harder every year. The result? Burnout, strained relationships, and the feeling that freedom is always out of reach.Pete Vargas knows that cycle firsthand. He's built multiple 7- and 8-figure companies, filled arenas with his “stages” model, and partnered with names like Grant Cardone and Tony Robbins. But the constant hustle left him unhealthy and searching for a better way.In this episode, Pete shares the turning points that shaped his journey—from growing a youth group from 3 to 800 kids, to helping speakers land 25,000+ stages, to creating Wellspring, a mastermind for entrepreneurs who want to win in every area of life. And now, why he's stepping away for a 90-day sabbatical to reset his faith, health, relationships, wealth, and business.In this episode, you'll learn: 1.) The life-changing power of one message. Pete shares how a single talk moved his estranged father to seek reconciliation after years of abuse—and how it inspired his mission to help others use stages to impact millions.2.) How to turn crisis into record-breaking success. When COVID canceled his $5M live event, Pete pivoted to virtual and generated over $12M—setting the model leaders like Tony Robbins and Grant Cardone still use today.3.) Why slowing down is your greatest edge. After building multiple 7- and 8-figure companies, Pete is taking a 90-day sabbatical to reset his faith, health, and family—and shows how pressing pause can unlock your best ideas.Show Notes: LifestyleInvestor.com/256Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this special segment of The Full Ratchet, the following Investors are featured: Rusty Ralston of Swell VC Godard Abel of G2 Han Shen of iFly.vc We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.  

In this conversation, Ben Nelson, co-founder of Wild Oak Capital, shares his journey from the action sports industry to real estate syndication. He discusses the importance of building relationships, understanding the underwriting process, and focusing on value-add investments in the multifamily housing sector. Ben emphasizes the significance of investor relations and the unique approach his team takes in raising capital and managing assets. He also outlines their geographic focus and the types of investors they attract, highlighting the long-term vision of their investment strategy.   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   —--------------------

Today's episode is from Mobile Home Park #43 that originally aired on Jan 10, 2017. Eric Ingvall and Adam Rourke discuss their very first mobile home park investment located in Webster City, Iowa. We'll cover details on how they found the deal, how they are handling the repositioning, the unique challenges they've encounter through their journey, how they financed the park, and much, much more. We'll also cover how they find the time to work full-time jobs and manage full-time families while simultaneously making massive progress and finding HUGE success as a mobile home park investor.   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

In this episode of The Smart Real Estate Coach Podcast, I sit down with Joe Fulvio of CAMA Plan, a leading firm in self-directed retirement accounts. Joe brings decades of experience in strategic marketing and distribution across multiple industries and now helps investors use self-directed IRAs and 401(k)s to unlock new opportunities.   We break down what “true self-direction” really means, how real estate behaves differently inside versus outside an IRA, and the mistakes investors need to avoid to stay compliant. Joe also shares real-world examples of unusual assets you can hold in a retirement account—from dump trucks to coffee plantations—and why due diligence is everything when you step outside traditional stocks and bonds.   If you're curious about using retirement funds to build long-term wealth, this conversation will open your eyes to strategies you can start using right now.   Key Talking Points of the Episode   00:00 Introduction 01:25 Meet Joe Fulvio: CAMA Plan's liaison for private equity, lending, and venture capital 02:45 What “true” self-directed investing is and why brokerages aren't offering it 04:08 Comparing real estate inside vs. outside an IRA 05:21 The rules around self-dealing and why you can't move your own properties into an IRA 06:12 Exotic assets: crypto, fine art through LLCs, coffee plantations, and international property 07:05 Using a checkbook LLC for flexibility in auctions and fast-moving deals 10:31 Common mistakes: lack of due diligence, mixing personal and IRA funds, and self-dealing 13:10 How CAMA Plan differs from competitors: 20 years of experience, accessibility, and responsiveness 14:30 Self-directed accounts as a “utility knife”: 20 creative ways to fund deals 15:30 How to reach Joe and CAMA Plan before or during the Wicked Smart live event   Quotables   “The list of things you can't invest in is about six items long. We handle everything else.”   “Self-direction means you're in control. You do the work, you do the due diligence.”   “You can control a lot of real estate inside an IRA with very little out of pocket.”   Links   CAMA Plan https://camaplan.com Joe Fulvio (215) 283-2868 engage@camaplan.com   QLS Live + QLS 4.0 at $199 smartrealestatecoach.com/qlspodcast    Just QLS 4.0 at ½ off smartrealestatecoach.com/qls  Coupon code: pod   Apprentice Program 3paydaysapprentice.com Coupon code: Podcast   Masterclass smartrealestatecoach.com/masterspodcast   Wicked Smart Books wickedsmartbooks.com/podcast   Strategy Session smartrealestatecoach.com/actionpodcast   Partners smartrealestatecoach.com/podcastresources

There's a silent bull market right now that no one is talking about. Gold has had a powerful breakout and silver's lagging but still strengthening. Gold has surged from $2,000 to $3,600 since 2023, driven largely by central bank buying amid global distrust of U.S. reserves. Investors should approach metals through ETFs rather than individual picks unless you have deep expertise. We also talk the likelihood of rate cuts under political pressure, persistent “slow burn” inflation from tariffs and supply issues, de-dollarization, and the need for diversification beyond passive index funds. Inflation isn't dead, passive portfolios are under strain, and active allocation to precious metals may be one of the most underpriced opportunities available. We discuss...  Gold has staged a historic breakout, climbing from around $2,000 in 2023 to roughly $3,600, with central bank buying acting as the primary driver. Global distrust in the U.S. dollar and concerns about the credibility of U.S. reserves are pushing sovereign nations toward gold accumulation. Unlike gold, silver remains more dependent on retail participation and industrial demand, leaving it lagging but positioned for potential catch-up. Silver faces supply constraints that limit downside, with demand tied to solar, electronics, and other industrial uses, making it a dual-purpose metal. Mining stocks were highlighted as structurally poor businesses due to high costs and weak capital discipline, yet they are soaring as leveraged plays on rising metals. Junior miners offer the most explosive upside but come with extreme risks, making them closer to speculative lottery tickets than investments. For most investors, ETFs and broad metals exposure were recommended as the safer approach compared to individual mining stock selection. Inflation is not “dead” but a persistent, slow-burn phenomenon fueled by tariffs, supply chain issues, and ongoing policy shifts. Political pressure makes interest rate cuts increasingly likely, regardless of whether inflation is fully under control. A broader theme of de-dollarization is accelerating gold's role in global reserves as nations seek alternatives to U.S. dominance. Passive index funds were critiqued as over-reliant on historical correlations that no longer hold, leaving portfolios vulnerable. The hosts concluded that gold, silver, and related hard assets remain one of the most underpriced and overlooked opportunities for active investors today. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/silent-bull-market-747

What if you could know the true age of your brain—and start reversing it today?On this electrifying episode of Thrive LouD with Lou Diamond, recorded live at the Global Passion Project in Southampton, you'll get an insider's look at the breakthrough technologies—and bold thinkers—reshaping our future of health, longevity, and social impact.Lou sits down with a stellar lineup, including Dr. Ramses Alcaide, CEO of Neurable, who unveils how wearable brain-sensing headphones could soon make brain health measurements as common as step counters. Hear firsthand accounts from athletes concerned about cognitive decline, how new brain tech works for real users, and why investors like Peter Thiel, Chris Sacca, and Merck are betting big on brain longevity.Then, XPRIZE's Jason Bateman joins to pull back the curtain on the world's most audacious innovation prizes—from a $101M longevity award to wild carbon-capture ideas like artificial whale poop. Jason argues the biggest problems—like tribalism and the digital divide—need both competitive fire and courageous community to solve.The conversation turns to a dynamic panel with Dr. Jerome Corsi, Dr. Raj Kumar, Josh Rubin, and FDA legal expert Mike Druckman, who reveal how the pandemic, personal experience, and the hunger for systemic change are fueling a revolution in healthcare, data, and investment.If you're ready to meet the visionaries and game-changers shaping tomorrow—and learn what YOU can do about it—this is an episode you can't miss.Timestamped Overview:00:00 – Introduction Setting the scene for the Global Passion Project episodes01:01 – Dr. Ramses Alcaide shares how Neurable's brain-sensing technology is set to change healthcare (and everyday wearables)03:35 – Addressing privacy, safety, and real-world impact of brain data04:45 – Use case: Early detection of neurodegenerative conditions for athletes & those with family risks05:16 – Investors backing brain longevity and the growth of wearable brain tech06:15 – Partnering with the Department of Defense to protect soldiers' brain health07:27 – Scaling to military and commercial markets; 14 years of research brought to market 08:22 – What Dr. Ramses takes away from the Global Passion Project: Purpose, passion, and legacy09:09 – Where to find Neurable and connect with Dr. Ramses online09:50 – Jason Bateman of XPRIZE: Solving billion-scale challenges with multimillion-dollar prizes10:43 – Longevity, AI-driven education, space innovation, climate action, and wild ideas like artificial whale poop for carbon capture12:29 – The surprising origins of XPRIZE and how competition fuels innovation14:05 – Insights from the event: Harnessing capital, competition, and visionary philanthropy17:07 – Jason's biggest issue to solve: The digital divide and loss of empathy online18:50 – XPRIZE's next moonshots—like decoding the ovary's health signals21:49 – Jason's dream location: Bondi Beach, Australia22:30 – Panel intros: Dr. Jerome Corsi, Dr. Raj Kumar, Josh Rubin, and Mike Druckman reveal their personal missions and expertise26:43 – What's resonating at the event: Investment optimism and diverse passion for impact27:21 – Panel insights: Fusing expertise, diverse backgrounds, and hunger for change in healthcare28:20 – Dr. Raj's call to action: We need a little more anger and drive to change healthcare for all30:07 – Dr. Corsi: The role of global partnerships and funding to transform care30:56 – Panel contact details and their organizations for listeners and would-be collaborators34:27 – One-word summaries of the event: Inflection, Transformation, Loyalty, Spectacular 34:41 – Closing notes and where to connect with Thrive Loud and Lou Diamond

On this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news, including: Shai-Hulud worm propagates via npm and steals credentials Jaguar Land Rover attack may put smaller suppliers out of business Leaked data emerges from the vendor behind the Great Firewall of China Vastaamo hacker walks free while appeal is underway Why is a senator so mad about Kerberos? This week's episode is sponsored by Knocknoc. Chief exec Adam Pointon joins to talk through the surprising number of customers that are using Knocknoc's identity-to-firewall glue to protect internal services and networks. This week's episode is also available on Youtube. Show notes Self-Replicating Worm Hits 180+ Software Packages – Krebs on Security Jaguar Land Rover: Some suppliers 'face bankruptcy' due to hack crisis Jaguar Land Rover production shutdown could last until November U.S. Investors, Trump Close In on TikTok Deal With China - WSJ U.S. Investors, Trump Close In on TikTok Deal With China - WSJ How China's Propaganda and Surveillance Systems Really Operate | WIRED Mythical Beasts: Diving into the depths of the global spyware market - Atlantic Council Hacker convicted of extorting 20,000 psychotherapy victims walks free during appeal | The Record from Recorded Future News US national charged in Finnish psychotherapy center extortion | The Record from Recorded Future News BreachForums administrator given three-year prison stint after resentencing | The Record from Recorded Future News Microsoft, Cloudflare disrupt RaccoonO365 credential stealing tool run by Nigerian national | The Record from Recorded Future News Senator blasts Microsoft for making default Windows vulnerable to “Kerberoasting” - Ars Technica Exclusive: US warns hidden radios may be embedded in solar-powered highway infrastructure | Reuters Israel announces seizure of $1.5M from crypto wallets tied to Iran | TechCrunch

Plus: President Trump heads to Windsor for a royal meeting with King Charles III. And, Ben & Jerry's co-founder steps away, citing a loss of independence under parent company Unilever. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Think investors who don't re-up for your next round are doing you a favor?Not the case!Most entrepreneurs see this as rejection. But here's what Sahil Patel discovered after 11 years building and selling ER Express: Sometimes the BEST thing that can happen is getting misaligned investors out of your cap table.His family office investors knew service businesses. But SaaS? Different game entirely."The way you look at a SaaS business, you really have to look at unit economics. If you just look at the whole cost, it looks terrible."The result? A year of treading water while growth stalled.But here's where it gets interesting: Those same investors offered him a management buyout with seller financing. NON-RECOURSE.Eight quarters of consecutive growth followed.We'll dive deep into this (and so much more) in this episode of the DealQuest Podcast! How to identify when investor misalignment is killing your business Why timing is the entrepreneur's biggest enemy (not money) The crisis pivot that doubled his total addressable market Building performance-based business models that guarantee results And much more Whether you're navigating complex investor relationships or building systems for sustainable growth, this conversation provides frameworks every business leader needs.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/sahilpatel• • • FOR MORE ON SAHIL PATELhttps://www.linkedin.com/in/sahilanamipatel/https://www.spiralyze.com/ FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Krystal and Dedric Polite are real estate investors and stars of A&E's 50/50 Flip, where they transform rundown properties while building generational wealth. Based in North Carolina, the couple launched their real estate journey with a single Airbnb and have since flipped over 100 properties. Their success blends Krystal's expertise in systems and marketing with Dedric's skills in acquisitions and finance. Starting with wholesaling and using tools like DealMachine, they identified off-market deals and turned early setbacks into profitable lessons. Today, they run multiple businesses and a nonprofit, focusing on sustainable growth and educating aspiring investors through seminars and media appearances. Outside of business, the Polites are raising two young boys and remain passionate about inspiring others to achieve financial freedom through real estate. Their mission: build wealth, uplift their community, and show others what's possible—one property at a time. During the show we discussed: Importance of mindset in real estate wholesaling License or experience needed to start wholesaling Common mistakes on a first deal Choosing the right market as a beginner Top three marketing methods to master Building a motivated seller list on a budget Knowing if a property is a good deal and what to offer Assignment contract vs. purchase agreement Resources: https://politewealthportal.com/ https://dedricandkrystal.com/

What does it really take to underwrite a multifamily deal, and how can passive investors use underwriting knowledge to sharpen their due diligence? In this episode, Jeannette Friedrich sits down with Jason Williams, Chief Underwriting Officer at Ironclad Underwriting and co-founder of The Academy Presents, to unpack how underwriting works, what red flags to watch for, and how investors can make smarter decisions. Key Takeaways: - Why underwriting is never “finished” and how models evolve with market cycles, lending parameters, and investment strategies - Practical advice for passive investors on whether (and how) to learn underwriting versus leaning on experts - Common red flags to recognise, from unsustainable rent growth assumptions to underfunded reserves - The importance of stress testing and sensitivity analyses when evaluating projections - How insurance, labour, and other operating costs should be approached realistically through third-party insights - Lessons from deals that looked strong on paper but underperformed in practice, and why betting on the operator is as critical as the numbers - Best practices for aligning underwriting with asset management to ensure business plans translate into real results Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Podcast Show Notes: Pankaj Patel – Redefining Networking and Security in the Age of AI Guest: Pankaj Patel, Founder and CEO of Nile | Former EVP and Chief Development Officer at Cisco | Partner at JC2 Ventures | Senior Advisor at March Capital Episode Overview In this episode, we sit down with Pankaj Patel, one of the most influential leaders in enterprise technology. As the former engineering head of Cisco's $38 billion portfolio with a $6 billion R&D budget, and now the founder and CEO of Nile, Pankaj brings unparalleled insight into the future of networking, AI, and enterprise security. Pankaj shares lessons from building and leading global engineering organizations, the principles he applied to acquisitions and innovation at scale, and why he believes simplicity and security must define the next era of enterprise technology. We also explore how Nile is disrupting the status quo, delivering secure and simple networking as a service, and why Pankaj considers this company the fulfillment of an “unfulfilled mission” in his career. Whether you're a technology executive, founder, or investor, this conversation offers invaluable perspective on how to navigate complexity, embrace AI, and prepare for the enterprise networks of the future. What You'll Learn in This Episode Leadership at scale: What it was like managing 29,000 engineers and a $6 billion R&D budget at Cisco. Acquisition strategy: How Pankaj evaluated companies for acquisition and integration. The AI reality check: Why many legacy companies are calling themselves AI-first, and whether the claims hold up. Simplicity in enterprise tech: Why products have historically been built around complexity, and why simplifying networks is both challenging and essential. Security reimagined: What truly makes a system secure, why humans are often the weakest link, and how AI will transform security. The “unfulfilled mission”: Why Pankaj launched Nile and how the company is disrupting the networking industry. Future of enterprise tech: How networking, AI, and security are converging to reshape the next decade. Investor perspective: What Pankaj looks for in founders and startups as a board member, advisor, and venture partner. Key Questions We Discuss What principles guided your allocation of Cisco's $6 billion R&D budget? What criteria did you use when acquiring companies, and how did you evaluate integration risk? Why has enterprise tech often thrived on complexity, and how is Nile changing that? How do you see AI shaping the future of networking and security? What advice would you give to enterprises overwhelmed by legacy systems? What was the “unfulfilled mission” that led you to launch Nile? How has your leadership style evolved from managing tens of thousands at Cisco to leading a focused startup team? What do you look for in founders when joining boards or investing? How will the convergence of networking, AI, and security define the next 5–10 years? About Pankaj Patel Pankaj Patel is the Founder and CEO of Nile, where he is reimagining the future of networking by delivering secure, simple, and customer-obsessed services. Previously, he served as Executive Vice President and Chief Development Officer at Cisco, overseeing the company's $38 billion product portfolio. He is also a Partner and Chief Strategy Officer at JC2 Ventures, a Senior Advisor at March Capital, and serves on the boards of several leading technology startups. Connect with Pankaj Patel LinkedIn: Pankaj Patel Nile: https://nilesecure.com Disclaimer The views expressed in this podcast are for informational purposes only and do not constitute financial, legal, or investment advice. Please consult with a qualified professional regarding your specific situation. The views expressed are those of the guest and host and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #ai #cybersecurity #nilesecure #siliconvalley #podcast

Today, Jesse is joined by Hanna Horvath—Certified Financial Planner, managing editor at Bankrate, and author of the Your Brain on Money newsletter—for a deep dive into the psychology behind our financial decisions and why money is never just about numbers. Together, they explore how unconscious “money scripts” formed in childhood shape lifelong habits, why emotional discipline matters more than willpower, and how anxiety shows up even for people who have “won the game” financially. Hanna explains how retirement brings not just financial questions but also an identity shift, making purpose and values as important as portfolio allocation. They discuss strategies for reframing our relationship with volatility, using fire-drill style planning to prepare for downturns, and creating small gaps between emotions and actions to avoid costly mistakes. Throughout, Jesse and Hanna remind listeners that building lasting wealth is less about chasing fads or quick wins and more about cultivating awareness, resilience, and intentionality in both mindset and money. Key Takeaways: • Money is never just about math—it's deeply tied to psychology, emotions, and unconscious beliefs. • Emotional discipline means creating space between feelings and actions, not trying to eliminate emotions altogether. • Retirement isn't just a financial transition—it's a major identity shift that can create anxiety even for those who are financially prepared. • “Fire drills” for your financial plan can prepare you emotionally and practically for downturns before they happen. • Social media and sensational financial headlines amplify fear, making discernment and discipline even more critical. • Retirement satisfaction depends on aligning money decisions with personal values, whether that means family, travel, community, or freedom. Key Timestamps: (00:00) – The Psychology of Money: Fads and Mimetic Desire (15:35) – The Hedonic Treadmill and Financial Contentment (21:41) – Understanding Behavioral Loss Tolerance (32:03) – The Spectrum of Risk Tolerance (38:51) – Money Scripts and Financial Behavior (42:33) – The Importance of Emotional Discipline (47:31) – Identity Shift in Retirement (01:04:53) – DIY Investing and Self-Compassion Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://yourbrainonmoney.substack.com/ LinkedIn: https://www.linkedin.com/in/hanna-riley-horvath/ Mentions: https://bestinterest.blog/fad/ https://bestinterest.blog/eat-drink-and-be-content/ https://bestinterest.blog/behavioral-loss-tolerance/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

What if your wealth strategy included passports, residencies, and investments across continents? In this episode, Ladisla Maurice, The Wandering Investor, shares how he built a global portfolio through emerging market real estate, second citizenships, and smart diversification. From property in Kenya and Colombia to Turkish citizenship by investment, discover how to protect your wealth and create a lasting legacy.   Key Takeaways To Listen For Why emerging markets often require flexibility beyond just real estate plays The #1 mistake foreign investors make in developing countries How to safely invest even in post-conflict African markets 3 markets that offer both returns and diversification benefits Where to find long-term global opportunities   Resources/Links Mentioned In This Episode Interactive Brokers® The Gulag Archipelago by Aleksandr I. Solzhenitsyn | Paperback   Avoid costly pitfalls with 12 Mistakes to Avoid When Investing in International Real Estate. This free eBook gives you on-the-ground insights to make smarter decisions and maximize your returns abroad. Sign up now to grab your copy at https://thewanderinginvestor.com/. Join thousands of investors reading Notes from the Road, The Wandering Investor's free newsletter packed with boots-on-the-ground insights on international real estate, residencies, and second citizenships. Sign up at https://thewanderinginvestor.com/private-list/   About Ladisla Maurice Ladisla Maurice is an international investor and the founder of The Wandering Investor, a platform that guides people on building diversified, global investment portfolios. With a background in private banking, Ladisla has spent over a decade traveling the world, investing in real estate, second residencies, and offshore banking opportunities across emerging markets. He specializes in helping investors gain exposure to undervalued assets while legally reducing taxes and increasing personal freedom. Through his blog, newsletter, and consultations, he shares practical, boots-on-the-ground insights from markets like Turkey, Colombia, Paraguay, and the Philippines.   Connect with Ladisla Website: The Wandering Investor LinkedIn: The Wandering Investor Facebook: The Wandering Investor Instagram: @thewanderinginvestor X: @wander_investor YouTube: The Wandering Investor   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

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

Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually wins when crazes hit the market, evaluate the value of owning or licensing intellectual property, and wrap up with a lightning round of stocks we'd use to play a craze. Companies discussed: PMRTY, HAS, FNKO, BILI, EBAY, META, COST Host: Emily Flippen, Sanmeet Deo, Asit SharmaProducer: Anand ChokkaveluEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices"  Learn more about your ad choices. Visit megaphone.fm/adchoices

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Isaac Hayes III.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Isaac Hayes III.

Investor home purchases just logged their biggest drop since 2023, with condos taking the sharpest hit. What's driving the slowdown, and how could Fed policy shape what happens next? In this episode, Kathy Fettke talks with Chen Zhao, Head of Economic Research at Redfin, about why investors pulled back in Q2, what markets are seeing the greatest headwinds, and what a potential three rate cuts from the Fed this year could mean for both investors and everyday buyers. LINKS CHECK OUT OUR NEW WEBSITE & BECOME A MEMBER (IT'S FREE)! https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ RealWealth® Webinars: https://realwealth.com/webinars/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Isaac Hayes III.

Driven by defense spending and technology demand, tungsten is in a strong position in today's market. American Tungsten (CSE: TUNG | OTCQB: TUNGF | FSE: RK9) is well-positioned to capture this opportunity through the IMA Mine Project in Idaho.In this interview, CEO Ali Haji discusses why this is an exciting time for the company. He talks about how the company is preparing for drilling and for an updated resource statement aimed at extending the life of the mine, as well as strong financing updates.Tune in to the full interview to learn how American Tungsten is advancing its strategy to secure a key role in the U.S. tungsten supply chain.Explore: https://americantungstencorp.com/Watch the full YouTube interview here: https://youtu.be/S5XoiYF3CkUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Phil Rosen of Opening Bell Daily returns to Inside the ICE House to break down the Fed's expected rate cut and its broader economic impact. He highlights a 911,000-job downward revision as a warning sign for the labor market and explains why Powell's messaging will be closely watched. Despite soft jobs data, Phil points to strong earnings and AI momentum as key supports for markets. Looking ahead, he cautions that while rate cuts may offer short-term relief, stabilizing the labor market remains the bigger challenge.

S and P 500 slips from record high, Oracle shares gained 4 percent after it was reported to be part of the firms that will enable TikTok to keep operating in the U.S., More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

“I like to think about ESG not only as a risk management tool, but also as an opportunity. I think the, the flip side of risk is opportunity. So if we think that a diverse team is what will bring more innovation, more ideas, more, let's say different ways of looking at needs and products, then this is an opportunity….What about if we think about the way that people consume, what is the carbon footprint that we have?.... And how do you reduce it? Or maybe build technology that helps reduce your impact on the planet, or helps you reduce the amount of AI or cloud usage that you use? So I, I think that looking at ESG as a risk and, and as an opportunity tool is actually very good.” Cecile Blilious on Electric Ladies Podcast   In 2025 so far, 2.3% of venture capital funding went to companies founded by women, 2.3%. So that means 97.7% of the funding went to men. The percents have been in the same range for decades. Seriously. Think of all the innovations that are not getting funded due to this ridiculous bias. What can we do about it? Listen to Cecile Blilious of Venture ESG and European Women in VC explain new financing models that could work to fund more innovative businesses, especially those founded by women – in this enlightening conversation with Electric Ladies Podcast host Joan Michelson.   You'll hear about: ●        What venture capital really is and how it works. How male and female VCs differ. ●        Insights into ESG investing that address both the risks and the opportunities – reframing both ●        New financing models we need and that they might look like. ●        Plus, career advice, such as:   “I think being clear about your values is very important. Where would you work and where wouldn't you?... Let's focus on one or two that are the most important things that are like showstoppers... Then in mid-career, what I see happen many times with women is that women don't apply to jobs…but if you don't apply, you're not even considered. So my advice would be, look at the next job that you'd like to have in your career path, and if you think that you're 50% qualified for it, apply because you are grow into the role” Cecile Blilious on Electric Ladies Podcast   Read Joan's Forbes articles here.   You'll also like: ·       Unlocking Capital For Women And Climate Solutions – Women Leaders In Finance And Investment, The Earth Day Women's Summit ·       The SEC Climate Risk Disclosure Rules – Tara Giunta, Global Co-Chair of ESG & Sustainable Finance Practice at Paul Hastings law firm ·       Climate as a Geopolitical Security Emergency, with Svitlana Krakovska, Ph.D. and Mirian Villela, head of Earth Charter, a UN-founded organization and the Center for Education for Sustainable Development. ·       The Hidden Power of ESG – with Natalie Jaresko, Managing Director, EY Parthenon, former Finance Minister of Ukraine Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

For today's essential Heretics 101 feature, Kelli and Nolan talk to Katelin Holloway, Founding Partner of Seven Seven Six. Katelin argues HR professionals possess essential early-stage investing skills, and advocates their transition from support roles to decision-making positions through founder relationship-building strategies.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to https://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI platform built for recruiting. Our suite of AI agents work across your hiring process to save time, boost decision quality, and elevate the candidate experience.Learn why team builders at 3,000+ cutting-edge companies like Brex, Deel, and Quora can't live without Metaview.It only takes minutes to get up and running. Check it out!KEEP UP WITH KATELIN, NOLAN + KELLI ON LINKEDINKatelin: https://www.linkedin.com/in/katelinholloway/Nolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—LINKS: Seven Seven Six: http://sevensevensix.com—TIMESTAMPS:(00:00) Intro(01:27) How HR "Found" Katelin: The Accidental Career Path(02:02) Pixar University: Learning from World-Class People Operations(03:16) Meeting Alexis Ohanian: The Reddit Turnaround Story(04:12) When Employees Refused to Wear Company Swag(04:43) Why Hard Challenges Build Deeper Professional Bonds(05:42) From Boardroom to Back Room: The VC Industry Problem(07:24) Why Early-Stage Investing IS People Work(08:52) The "Talent Partner" Problem: Wasted Potential in VC(09:40) Sponsors: Planful | Metaview(12:03) The Marc Andreessen Challenge: Selection vs. Support(13:23) Platform Shifts Are Disrupting Venture Capital(14:07) Product and People First: 776's Different Approach(15:30) The Tactical Playbook: How to Break Into Venture(15:49) Build Founder Relationships, Not VC Relationships(16:22) The "How Can I Help?" Problem: Why Most VCs Fail Founders(17:39) From Advisor to Angel: Getting Equity Without Cash(18:28) The Golden Rule: Genuine Help Must Come First(20:06) Ed Catmull's 5-Year Rule: Knowing When to Leap(21:57) Why the Smartest People Never "Figure It Out"(22:26) Closing: Building the Future of Venture Capital This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

In this powerhouse episode, Dr. Adam Robin sits down with entrepreneur, investor, and unapologetic capitalist Paul Singh, CEO of Strata PT, for an unfiltered conversation on building successful businesses—inside and outside of healthcare. Paul has invested in over 3,200 companies across multiple industries, giving him a rare, big-picture perspective on what really drives growth. He shares why the core challenges in healthcare mirror those in other industries, and how private practice owners can leverage proven business principles to scale smarter.They dive into:The surprising similarities between healthcare and other industriesKey business lessons from investing in 3,200 companiesHow Strata PT is helping PT, OT, SLP, and ABA clinics run strongerThe mindset shifts every owner needs to compete and winWhy focusing on fundamentals will always beat chasing trends If you're ready to think bigger about your private practice and borrow success strategies from the best in business, this is a must-listen episode.

Today I'm going ALL IN with Chris Van Dusen, a serial entrepreneur turned venture capitalist and senior partner at Solyco Capital. Chris shares how a career-ending baseball injury unexpectedly launched him into entrepreneurship, leading to multiple exits—including one for $75 million—and ultimately into venture capital. We dig into the highs and lows of building businesses, the reality of raising money, and the difference between lifestyle businesses and scalable ventures. Chris also breaks down how his firm flips the script on traditional venture investing, why people matter as much as products, and what investors really look for before writing a check. If you've ever thought about raising money, scaling big, or just want to hear the raw truth from someone who's been in the trenches, this is an episode you don't want to miss.We Meet: Chris Van Dusen, Senior Partner at Solyco CapitalConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Chris: https://www.solycocapital.com/chris-van-dusen/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Chris: Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongside the portfolio company's executive team. In 2022 Van Dusen joined Solyco. He is the last partner to be brought on by the firm. He manages sourcing of capitalization and serves in CMO and CRO roles for the brands in the portfolio. Chris Van Dusen is a successful marketing and growth professional with extensive early stage and capitalization experience. Prior to joining Solyco, he launched marketing agency Parcon LLC. He was a partner in an Orange County liquor distillery, Surf City Still Works, where he led the successful merger with Kimo Sabe. He is formally the Chief Growth Officer (CGO) of Balanced Health Botanicals (BHB) in Denver, CO which he successfully exited in 2021. Chris received his Bachelor's degree in Economics from the College of William and Mary. He is active in the community and has held a variety of board seats at institutions like the Orange County Museum of Art (OCMA) and the Irvine Public Schools Foundation (IPSF). In addition to his non-profit work, Chris is a National Board member of Alder, a member of Entrepreneurs Organization(EO), and has traveled extensively speaking on a variety of topics. A life-long athlete he also has a black belt in Jiu Jitsu.

In this episode, I share the story behind why I built BudgetDog and the mission that drives me every single day. From starting out $304,000 in debt as a 22-year-old CPA, to becoming a millionaire in seven years, I explain how personal finance systems transformed my life—and why I knew I had to share them with others.   This isn't about quick fixes or get-rich-quick schemes. It's about creating simple, automated systems that work for real families in the real world. I also talk about the deeper “why” behind my work—from my daughter Logan's fight with Dravet Syndrome, to our family's $1 million donation goal, to the long-term community we're building through BudgetDog Academy.     Episode Timeline & Highlights [0:00] – Introduction [1:33] – My own financial struggles after college and the wake-up call that changed everything [2:29] – How I paid off $304K in debt and built a millionaire net worth in just seven years [3:06] – From sharing online casually to building a national bestseller and full-time business [5:05] – Why our six-month roadmap works for families at every stage [7:04] – The power of simplifying and automating your money systems [9:24] – Why money matters when it comes to making an impact—especially in the fight against Dravet Syndrome [13:29] – Reframing budgeting: not restriction, but aligning your money with your values [16:15] – The hidden burden of decision fatigue—and how automation solves it [18:16] – Why I pour into students even when it's not the most “commercially profitable” choice [23:32] – Why I don't view other financial platforms as competition [25:25] – Fatherhood, motivation, and building for the next generation     Key Takeaways   Systems Beat Discipline – Financial freedom comes from automation and simplification, not white-knuckled discipline. Money Creates Impact – Wealth isn't just about you; it's fuel for making a bigger difference in the world. Play the Long Game – Success—both financial and entrepreneurial—is a marathon, not a sprint.       Quotables   “Budgeting isn't about restriction—it's about aligning your money with your values.” “Money does fund impact, whether we like it or not.” “Simple scales, fancy fails. The less you do, the better your results.” “If you don't bring the best of yourself, you'll get a lax version of the next generation.”     Links & Resources   My book, The Roadmap to Financial Freedom: https://budgetdog.com/book Learn more about BudgetDog Academy: https://budgetdog.com Follow me on Instagram: https://instagram.com/budgetdog       If this episode resonated with you, please share it with someone who needs encouragement on their financial journey. And don't forget to rate, follow, and review the podcast—your support helps more families discover the path to freedom and impact.

On this special episode of Brookfield Perspectives, Nick Goodman, President and CFO of Brookfield Corporation, and Sachin Shah, CEO of Brookfield Wealth Solutions, share some of their top takeaways from Brookfield Investor Day 2025. Listeners of this podcast should refer to the ‘Endnotes' and ‘Notice to Recipients' contained in BN's Investor Day Presentation (https://bn.brookfield.com/sites/brookfield-bn-v2/files/BN-IR-Master/Presentations/2025/bn-investor-day-presentation-2025.pdf), available on BN's website.

On this special episode of Brookfield Perspectives, Connor Teskey, President of Brookfield Asset Management, and Hadley Peer Marshall, CFO of Brookfield Asset Management, share some of their top takeaways from Brookfield Investor Day 2025. Listeners of this podcast should refer to the ‘Endnotes' and ‘Notice to Recipients' contained in BAM's Investor Day Presentation (https://bam.brookfield.com/sites/brookfield-bam-v2/files/BAM-IR-Master/Presentations/2025/bam-ir-day-sep-2025-presentation.pdf), available on BAM's website.

In this episode, Bart sits down with Janet Drysdale, Interim Chief Commercial Officer at CN, to explore her career journey through progressively senior roles and how communication has been the key differentiator at every level. Janet reflects on the different skills required at each step of a career, and how even today, in a new senior role, it's critical that she continues to hone her ability to influence, listen, and inspire. She shares how the demands of communication shift as your career grows. Early in your career, you need the courage to share your opinion, as you advance, you need to learn to say “no” quickly and decisively. At more senior levels, it becomes essential to translate complexity into clarity, become an exceptional listener, and empower others to speak up and share their voice. Whether you're just starting out or leading at the highest level, this conversation weaves together Janet's insights and experiences to reveal the communication skills that matter most and how they can fuel your success. Show Notes: 00:12 Show intro 00:47 Introducing Janet 02:14 Why communication has been important for Janet's career 03:11 Communication is the single most important skill 03:54 Communication in the early years of Janet's career 05:01 Early career very FACT-focused 05:23 But what do you think about the facts 06:39 Was there a moment when she had to step up and lead 06:49 Nobody could argue with facts but suggesting solutions was scary 07:57 The beginning of real conversation is when you put yourself out there and get feedback 08:51 Investor relations role 10:59 Communication helps build relationships 12:54 Influencing the C-suite level 13:03 The way you communicate matters 13:48 Tailoring communication to the room 14:41 Bart recalls a time when they worked together 16:51 Sometimes you need the facts not the story from people 19:31 Understanding the why and how they're telling the story 20:16 Helping others find their communication styles 21:22 Bart asks her for a story of helping a team member 22:44 People in the room who want to talk but are too shy 23:56 Reinforce the behavior 24:18 The importance of listening 26:42 The finance team also needs to learn to communicate 27:33 It doesn't matter what your role is communication is key 27:56 The downside of a "maybe" 28:24 If you're going to have to say "no" don't string it out with "maybe" 29:48 Communication is also to build trust and respect 30:24 What skills is Janet still working on 31:27 Thank Yous 31:58 Show outro

Most of you know the tax benefits of real estate. But what about Oil & gas?In this week's episode, I sat down with Troy Eckard of ECKARD enterprises to explore how oil & gas fits into most portfolios.Troy W. Eckard has four decades of oil and gas expertise and Since 2019, his company Eckard enterprises has deployed $1 billion in capital across mineral rights, working interests, and the second-largest natural gas pipeline in the Gulf of Mexico. We cover:Tax benefits: How oil & gas can offset W-2 income (a rare advantage).Risk vs. reward: What you really need to know about cash flow and market cycles.Diversification: Why non-correlated assets are key to long-term stability.Healthy allocation: Where does energy investing fit in a balanced portfolio?Investor mindset: Why “don't let the tax tail wag the dog” is a rule to remember.If you've ever wondered whether energy investing belongs in your portfolio—or how to avoid common pitfalls—this episode is a must-listen.

A major antitrust ruling leaves Google with Chrome intact but requires limited data sharing with competitors, while Apple continues to benefit from billions in Google search placement payments. The panel of Chuck Joiner, David Ginsburg, Eric Bolden, Jim Rea, Jeff Gamet, Marty Jencius, and Mark Fuccio debates whether remedies punish innovation, investor reactions to the news, and privacy issues around smart TVs with AI assistants. They close with lighter takes on Clippy's unlikely return as a protest symbol.  This MacVoices is supported by OpenCase. MagSafe Perfected. Use the code “macvoices” to save 10% at TheOpenCase.com Show Notes: Chapters: [0:00] Google avoids breakup in antitrust ruling[1:30] Chrome stays, concessions required[2:30] Apple keeps billions from Google search deal[3:50] Investor reaction and stock impact[5:10] Broader antitrust implications[7:40] DOJ and Google appeals expected[10:00] Data sharing debate: free vs. fee[14:15] DOJ concerns over GenAI and search[15:40] Copilot AI blob arrives on Samsung TVs[17:25] Comparing AI assistants on Apple TV vs smart TVs[19:15] Privacy risks of AI-driven TVs[23:05] Second screen vs locked-in TV use[26:00] Clippy's return as protest icon[30:20] Panel sign-offs and closing Links: Microsoft Copilot is now a talking blob on Samsung TVshttps://www.engadget.com/ai/microsoft-copilot-is-now-a-talking-blob-on-samsung-tvs-204115199.html Clippy Is Back As A Mascot For Big Tech Protestshttps://www.fastcompany.com/91387927/clippy-is-back-as-a-mascot-for-big-tech-protests  Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenInfer addresses the enterprise infrastructure gap that causes 70% of edge AI deployments to fail. Founded by system architects who previously built high-throughput runtime systems at Meta (enabling VR applications on Qualcomm chips via Oculus Link) and Roblox (scaling real-time operations across millions of gaming devices), OpenInfer applies proven architectural patterns to enterprise edge AI deployment. The company targets three specific customer pain points: cost reduction for AI-always-on applications, data sovereignty requirements in regulated environments, and reliability for systems that must function regardless of connectivity. In this episode of Category Visionaries, CEO and Founder Behnam Bastani reveals how external market catalysts like DeepSeek's efficiency breakthrough transformed investor perception and validated their compute optimization thesis. Topics Discussed: System architecture pattern replication from Meta's Oculus Link to Roblox to OpenInfer The compute efficiency gap: why "throwing hardware" at AI problems creates market inefficiencies How DeepSeek's January 2025 breakthrough shifted investor sentiment from skepticism to oversubscription Customer targeting methodology: focusing on business unit leaders facing career consequences Government market discovery: air-gapped environments and data sovereignty requirements Technical demonstration strategies for overcoming the 70% edge deployment failure rate Privacy-first AI positioning unlocking previously inaccessible use cases GTM Lessons For B2B Founders: Target decision-makers with career-level consequences: Rather than pursuing prospects who might "take a risk," Behnam focuses on "those that lose their jobs if they're not solving the problem" - specifically business unit leaders whose profit margins or sales metrics directly impact their career trajectory. This creates urgency that comfortable cloud users lack and accelerates deal cycles by aligning solution adoption with personal survival incentives. Leverage external market catalysts for thesis validation: OpenInfer initially faced investor pushback ("Nvidia's got everything working well. Why you think you can do anything better?") until DeepSeek's efficiency breakthrough provided third-party validation. "January hits and then there's DeepSeek... People called us, hey, you're DeepSeek on edge." Founders should identify potential external events that could validate their contrarian thesis and be prepared to capitalize when these catalysts occur. Lead with technical proof points over explanations: In markets with high failure rates, demonstrations eliminate skepticism faster than education. "We definitely have metrics, demos, and we go with those. We demonstrate what's possible... we remove this skepticalism in terms of ease of deployments, power of edge in one shot." This approach recognizes that technical buyers need confidence before curiosity. Pursue unexpected traction sources aggressively: Despite targeting enterprise ISVs, government demand emerged due to air-gapped environment requirements. "Government is actually becoming huge traction primarily because data ownership was a major topic to them." Rather than forcing initial market hypotheses, founders should redirect resources toward segments showing organic product-market fit signals, even when they require different sales processes. Build credibility through architectural pattern repetition: Investors backed OpenInfer because "we are the people that have built this twice, scaled it to millions." Repeating proven technical patterns across different contexts creates sustainable competitive advantages that new entrants cannot replicate without similar experience depth.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

S and P 500 slips from record high, Oracle shares gained 4 percent after it was reported to be part of the firms that will enable TikTok to keep operating in the U.S., More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan IgnacioSee omnystudio.com/listener for privacy information.

In this episode, we discuss how mortgage bond reinvestment could be the Federal Reserve's most effective and immediate tool to unlock the housing market—without even touching interest rates.  The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

Every founder needs to hear this: A Bad Investor is Worse Than No Investor. Before you start chasing venture capital, you must understand the risks. In this interview, M&A expert Scott Kelly explains why bootstrapped founders of seven, eight, and even nine-figure brands often love their lives, while many VC-backed founders are miserably stressed. We break down the cautionary tale of FanDuel, whose founders got "little or nothing" after raising hundreds of millions, versus MailChimp, whose founders kept 98% of the proceeds from their exit after bootstrapping. This is a must-watch for any entrepreneur deciding how to fund their business.Book a 1-on-1 advisory session with me to apply these principles to your business: https://calendly.com/wltb/advisory

Zwei Buben in der Hand, tausend Fragen im Kopf: Fedor Holz‘ Pokerwelt zeigt, warum gute Entscheidungen kein Schutz vor Scheitern sind und wie mentale Widerstandsfähigkeit entsteht, wenn Verluste Alltag werden. Im Gespräch ergründet er, was Bankroll-Management mit Investor:innen-Alltag verbindet, wie Mustererkennung zur Unternehmer:innen-Superkraft wächst und warum echtes Verhandeln auf Vertrauen baut – weit jenseits kalter Ratio. Ein Hinhören für alle, die Chancen mutig spielen, obwohl Unsicherheit bleibt. Du erfährst... …wie Fedor Holz Pokerstrategien auf Business überträgt und Risikomanagement meistert …welche Rolle Mindset und Resilienz in Fedors Erfolgsgeschichte spielen …wie man Menschen lesen lernt und dies in Verhandlungen anwendet …warum Mustererkennung ein Schlüssel zum Erfolg in Poker und Business darstellt …wie Vertrauen und Beziehungen Fedors unternehmerischen Ansatz prägen __________________________ ||||| PERSONEN |||||

Today I sit down with my friend and entrepreneur Phoebe Kuhn- a marketing genius and seasoned digital nomad who's been living and working around the globe for over six years. So, you maybe listening to this episode from your car on the way to work and listening to us record this from Bali as two digital nomads wondering- okay I want that lifestyle, but how? Well today, Phoebe explains the Four Quadrants of Success from Employee to a freedom focused business owner. We also dive into how you can stop trading your time for money and gain true freedom in your life through entrepreneurship. We dive into:Phoebe's journey from running a personal brand to stepping into a remote CMO role for a multi-seven-figure company in Dubai.The raw truth about being a digital nomad (and why your environment can make or break your success).The Four Quadrants of Success (Employee, Self-Employed, Entrepreneur, Investor) — and how each step moves you closer to true freedom.How to go from Employee to Freedom-Focused Digital Nomad — the mindset shifts, belief work, and practical actions that help you escape the 9-5 system.Why building a personal brand can open doors you never even knew existed.How Berlin vs. Bali shaped Phoebe's perspective on money, community, and creativity.If you've been dreaming about remote work, craving the digital nomad lifestyle, or wondering how people actually get paid to travel, I'm excited that you landed on this episode.Where to find Phoebe: Follow her on Instagram: @phoebekuhnSupport the showMessage me on Instagram:(tell me you came from the podcast!)https://www.instagram.com/christabellatravels/FREE: How to Get Started as a Digital Nomad Masterclass (2 hr training)https://www.digitalnomadlifeacademy.com/masterclassDigital Nomad Starter Codes:Discover the best remote career for YOUR personalityhttps://www.digitalnomadlifeacademy.com/offers/i5HuJjbk/checkoutEnroll in the Digital Nomad Life Academyhttps://www.digitalnomadlifeacademy.com/dnlaWatch the Campus Tour:https://dnla.thrivecart.com/join/Follow me on Tiktok:https://www.tiktok.com/@christabellatravels

Frygten for at den amerikanske økonomi er voldsomt på vej ned i gear er overdrevet. Det mener den kendte investor, forfatter og økonom Andreas Steno, der i stedet vurderer, at vi kan stå overfor et større opsving drevet af rentenedsættelser i USA og massive amerikanske investeringer. I tirsdagens udgave af Millionærklubben uddyber han sit syn på markedet, og fortæller om de tre temaer, han investerer ind i lige nu. Med i studiet er også chefanalytiker hos Svenssen & Tudborg samt fast porteføljeforvalter i Millionærklubben Lau Svenssen, der giver sit syn på markedet og udviklingen på blandt andet tankmarkedet og fortegningsemissionen i Ørsted. Vært: Adam Geil See omnystudio.com/listener for privacy information.

A major antitrust ruling leaves Google with Chrome intact but requires limited data sharing with competitors, while Apple continues to benefit from billions in Google search placement payments. The panel of Chuck Joiner, David Ginsburg, Eric Bolden, Jim Rea, Jeff Gamet, Marty Jencius, and Mark Fuccio debates whether remedies punish innovation, investor reactions to the news, and privacy issues around smart TVs with AI assistants. They close with lighter takes on Clippy's unlikely return as a protest symbol. This MacVoices is supported by OpenCase. MagSafe Perfected. Use the code “macvoices” to save 10% at TheOpenCase.com Show Notes: Chapters: [0:00] Google avoids breakup in antitrust ruling [1:30] Chrome stays, concessions required [2:30] Apple keeps billions from Google search deal [3:50] Investor reaction and stock impact [5:10] Broader antitrust implications [7:40] DOJ and Google appeals expected [10:00] Data sharing debate: free vs. fee [14:15] DOJ concerns over GenAI and search [15:40] Copilot AI blob arrives on Samsung TVs [17:25] Comparing AI assistants on Apple TV vs smart TVs [19:15] Privacy risks of AI-driven TVs [23:05] Second screen vs locked-in TV use [26:00] Clippy's return as protest icon [30:20] Panel sign-offs and closing Links: Microsoft Copilot is now a talking blob on Samsung TVshttps://www.engadget.com/ai/microsoft-copilot-is-now-a-talking-blob-on-samsung-tvs-204115199.html Clippy Is Back As A Mascot For Big Tech Protestshttps://www.fastcompany.com/91387927/clippy-is-back-as-a-mascot-for-big-tech-protests  Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you! Tim Beyers and Rick Munarriz discuss: - DocuSign's prospects - is now the time to buy? - The Big Macro and resilient industries. - Three recent winners - who's the Faker, who's the Breaker? Fools Andy Cross and Emily Flippen will be interviewing DocuSign CEO Allan Thygesen for Fool 24 this week. Also, be sure to get to your local bookstore tomorrow. David's Gardner's new book — Rule Breaker Investing — hits shelves and will be available for purchase. Get it before it's gone! Tickers: Companies discussed: DOCU, ALAB, OPEN, RDDT Host: Tim Beyers Guest: Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Why do recessions feel like a relic of the past? Macro strategist Vincent Deluard argues we've entered an era where fiscal dominance, structural inflation, and relentless asset debasement reshape how capital flows and how investors must position themselves. We cover the U.S. supercycle, the role of tech and energy, why the “2% inflation target” is dead, and what a portfolio looks like in the age of permanent stimulus. ------

If you're serious about building wealth through real estate, you can't afford to ignore the tax side. In this episode, CPA and active investor Sean Graham breaks down how cost segregation and bonus depreciation can save you (and your investors) tens or even hundreds of thousands in taxes—without changing your investment strategy. We cover how to use cost seg the right way, why most CPAs are doing it wrong, and what high earners need to know about the latest tax bill that could bring back 100% bonus depreciation. Whether you're a GP looking to raise smarter or an LP trying to boost after-tax returns, this episode is non-negotiable.Key TakeawaysWhat Cost Segregation Actually Does for YouReclassifies components of a property to accelerate depreciation over 5–15 years instead of 27.5 or 39.Allows investors to take massive deductions in year one—sometimes more than the cash they put into the deal.Creates phantom losses on K-1s that can offset other passive income or gains.Bonus Depreciation: What It Is, and Why It Matters100% bonus depreciation (introduced in 2017) allows investors to deduct qualifying property in year one.It's phased down since 2023 but may return under new legislation.Huge benefit for both LPs and GPs—particularly when paired with proper tax strategy.Using Cost Seg to Raise Capital More EffectivelySmart GPs use depreciation estimates during the raise to attract savvy investors.Many LPs care more about the tax benefits than the projected cash flow.For deals over $1M, cost seg should be factored into your underwriting and pitch.The “Look-Back” Strategy for Missed DepreciationAllows owners to retroactively apply cost segregation—even years after purchase.No need to amend prior tax returns; benefits can be taken in the current year.Especially powerful when strategic timing aligns with real estate professional status.Avoiding Common CPA MistakesMany CPAs aren't familiar with real estate—leading to missed deductions and bad advice.Make sure your tax pro understands real estate-specific strategies like bonus depreciation, short-term rental loopholes, and REPS.Ask the right questions: Do they know how to handle depreciation recapture? Real estate professional status? IRA investing?How to Work with a Cost Segregation Firm the Right WayInvolve a cost seg firm early—before closing—so you can plan ahead and market benefits to investors.Studies typically cost $5K–$10K, but often result in six-figure tax savings.Smaller properties can use a “condensed engineering study” for reduced fees without sacrificing IRS compliance.Connect with SeanMavenCostSeg.com/Blank Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)