Podcasts about leveraged

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Latest podcast episodes about leveraged

Lance Roberts' Real Investment Hour
11-10-25 The Rocket Market - AI, Risk, and What Comes Next - Tom Thornton Interview

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 10, 2025 59:29


Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

The Real Investment Show Podcast
11-10-25 The Rocket Market - AI Risk and What Comes Next - Tom Thornton Interview

The Real Investment Show Podcast

Play Episode Listen Later Nov 10, 2025 59:30


Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this "Rocket of a Stock Market." From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

Nuggets On The Go - Real Estate Tips By PropertyLimBrothers
142# Why Banks Are the Most Passive Investors in Your Property

Nuggets On The Go - Real Estate Tips By PropertyLimBrothers

Play Episode Listen Later Nov 7, 2025 24:42


In this episode of Nuggets On The Go, Melvin Lim from PropertyLimBrothers reveals the often-overlooked mechanics behind successful real estate investment—framing the bank and the tenant as your silent co-investors. Through a detailed financial walkthrough, he illustrates how leverage, structured repayments, and tenant contributions combine to create a capital-efficient strategy that multiplies returns.   Using a hypothetical $2 million property, Melvin Lim compares fully paid versus leveraged scenarios, breaking down how $500,000 in equity, paired with bank financing and rental income, can unlock over $1.1 million in value over time. The discussion also highlights the role of cash flow, principal amortisation, and risk management in maintaining healthy property investments.   For those considering a leveraged property purchase, navigating rental yield gaps, or exploring tenant-supported ownership models, this episode offers grounded perspectives.   0:00 - Introduction: The Two Investors in Your Real Estate Journey 1:07 - Leveraged vs. Non-Leveraged Investing 1:43 - Understanding 75% LTV and TDSR 2:31 - The Core Question: Better Return on Capital - Cash vs. Leverage 3:07 - The Power of Healthy Leverage and the Multiplication Formula 3:45 - Return on Capital (ROC): Fully Paid (20%) vs. Leveraged (80%) Scenario 5:04 - Summary: Leveraging vs. Non-Leveraging Approach 5:15 - Risk Factors: Sustaining Monthly Instalments and Cash Flow 5:37 - Recap: The Four Quadrants of Real Estate Analysis 6:14 - Investor 1: The Bank (Your Co-Investor) 6:32 - The Bank's Interest: Principal, Interest, and No Share in Profit 9:14 - Investor 2: The Tenant (Your Second Co-Investor) 9:25 - The Tenant's Role: Co-Investing on a Monthly Basis 11:47 - The Owner's Rights: Paying Costs for Full Profit Ownership 12:20 - Win-Win-Win Scenario: Owner, Bank, and Tenant Benefits 12:47 - Loan Balance Reduction Example over 4 Years 13:34 - Amortisation Table Breakdown: Principal vs. Interest 14:11 - How Tenant's Rent Covers P+I and Reduces Loan Balance 15:47 - Summary: The Two Investors at Work and Their Contributions 16:36 - Property Owner's Gains: Appreciation, Principal Pay down, and Initial Capital Back 17:45 - Mental Accounting: Cash Flow vs. End-Game Unlocked Profit 19:48 - Next Step: Refunding Unlocked Capital to Fund Next Property Investment

Talking Real Money
Leverage Dangers

Talking Real Money

Play Episode Listen Later Nov 6, 2025 28:23


Don and Tom take listeners on a wild ride through the booming (and frequently disastrous) world of leveraged ETFs. They break down how these funds promise double or triple the excitement but mathematically bleed away returns through volatility decay. A few listener questions follow, covering retirement cash buffers, negotiating advisory fees on large portfolios, and comparing IRTR vs AOM for a near-retiree allocation. Humor, subtle self-mockery, a Jonas Brothers detour, and a reminder that gambling is not investing. 0:04 Opening banter and the thrill-seeker pitch for leveraged ETFs 1:29 Leveraged single-stock ETFs explode from zero to $40B 3:26 MicroStrategy example: stock up ~30%, 2x ETF down ~65% 5:03 How volatility decay quietly destroys leveraged returns 7:36 5x ETFs and the “go to zero in one day” problem 9:01 When leverage stops being “investing” and starts being gambling 11:38 Listener question: Should retirees hold a bigger cash buffer to avoid selling in downturns? 14:37 Listener question: Should a $4M managed client negotiate fees? (Yes.) 17:43 IRTR vs AOM comparison for someone three years from retirement 22:54 Seasonal weather rant and hunkering down for productivity Learn more about your ad choices. Visit megaphone.fm/adchoices

Behavioral Science For Brands: Leveraging behavioral science in brand marketing.
How BMW leveraged the fresh start effect to win over new drivers

Behavioral Science For Brands: Leveraging behavioral science in brand marketing.

Play Episode Listen Later Nov 5, 2025 39:58 Transcription Available


In this episode, we explore how BMW used behavioral science to grow consideration by targeting fresh starts like home buying, leveraging price relativity with luxury context, and exploiting proximity to boost brand perception. It's a clever use of timing, framing, and emotional influence.

Talking Tax
Grant Thornton Leader Leveraged PE Deal to Raise Audit Bar

Talking Tax

Play Episode Listen Later Nov 5, 2025 20:39


Grant Thornton's top audit leader is bullish on the practice's future after a 2024 deal that sold a significant stake in the accounting and advisory firm to private equity investors led by New Mountain Capital. The audit practice has benefited from a boost in dedicated resources and also bolstered its safeguards against conflicts of interest. Those improvements stem from an operating contract between Grant Thornton's legacy audit practice and its PE-backed business, said Ron Messenger, CEO of Grant Thornton's audit business. The firm's private equity deal ushered in a new two-part legal structure that created a corporate entity to provide its tax and advisory work while audit partners run the firm's legacy assurance business. Nearly half of the largest 30 firms have cut PE deals and they all rely on what the industry calls the “alternative practice structure.” Underpinning that new operating structure is a services agreement spelling out the relationship between the two entities from governance to resources. Those agreements can't be an afterthought, Messenger said. He spoke with Bloomberg Tax reporter Amanda Iacone about how Grant Thornton's services agreement came together, how regulators informed that document, and how it will influence the quality of the firm's auditing. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Dollars & Sense with Joel Garris, CFP
Leveraged ETFs & The Rent vs. Buy Dilemma: Unlocking New Wealth Strategies

Dollars & Sense with Joel Garris, CFP

Play Episode Listen Later Nov 3, 2025 40:21


In this episode of Dollars & Sense, Joel Garris and Christina Lamb tackle two of the most pressing topics in personal finance: the power—and pitfalls—of leveraged ETFs, and the shifting wealth equation for young Americans deciding between renting or buying a home. Listeners will discover why leveraged exchange-traded funds can supercharge returns but demand careful strategy and constant attention, as Joel and Christina break down the pros, cons, and key takeaways for investors seeking higher stakes in the market. The discussion then pivots to the rent vs. buy debate, exploring whether investing your cash as a renter might outpace the long-term gains of homeownership. It's a data-driven look at how rising housing costs, changing economic trends, and the influence of social media are reshaping wealth-building decisions for Gen Z and millennials. Joel and Christina share real-world numbers, highlight crucial tax differences, and offer practical advice on making the best choice for your financial situation and life goals. If you want to understand the risks and rewards of today's investing landscape—from leveraged ETFs to smarter housing decisions—this episode delivers actionable insights and thought-provoking perspectives. Click to listen and discover how you can build wealth with confidence in a rapidly changing world! 

The DealMachine Real Estate Investing Podcast
443: How He Leveraged ADUs to Build $700K Equity in ONE DEAL

The DealMachine Real Estate Investing Podcast

Play Episode Listen Later Oct 29, 2025 25:53


In this episode, David Lecko sits down with Edmond Bondoc to uncover how he built nearly $700,000 in equity on a single property by leveraging Seattle's ADU laws. Edmond reveals the exact financing, design, and condo-ization strategy he used to add both an attached and detached ADU to one lot—turning a half-finished fixer into a wealth-building machine. KEY TALKING POINTS:00:00 - Intro00:58 - Overview of Edmond's Business04:00 - Breaking Down His Property With 2 ADUs08:47 - Financing for the ADUs12:42 - The Specs of the ADUs14:48 - Why One Detached and One Attached16:25 - Next Steps18:15 - Pre Real Estate21:56 - Pulling Equity Out & Using HELOCs23:56 - What Edmond Does For Fun24:28 - The Springboard Event25:15 - How to Contact Edmond25:32 - Outro LINKS:Instagram: Edmond Bondochttps://www.instagram.com/edmondfromedmonds/ Links: Edmond Bondochttps://linktr.ee/edmondfromedmondsre 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/

FINANCE Podcast
FINANCE TV – Leveraged Finance: „Margen werden tighter, Fees sinken“

FINANCE Podcast

Play Episode Listen Later Oct 28, 2025 13:39


Das Jahr ist zwar noch nicht ganz vorbei, der erhoffte Rebound am deutschen Leveraged-Finance-Markt ist bislang dennoch ausgeblieben. Was ist schiefgelaufen? „Die ersten zwei Quartale waren sicherlich sehr gedämpft aufgrund der Trump- und der Zolleffekte. Größere Transaktionen sind on hold gesetzt worden“, erklärt Oliver Wolter, Leveraged-Finance-Chef der SMBC für die DACH-Region und Italien. In diesem Jahr gab es aber auch erfolgreich abgeschlossene Deals. Ihr Kernmerkmal: Die zu finanzierenden Unternehmen hatten in der Regel kein „globales Exposure“ – Wolter nennt die Deal-Finanzierungen für Apleona, Motel One und Stepstone als Beispiele. Bezeichnend für den Leveraged-Finance-Markt ist zudem ein ungebrochener Wettbewerbsdruck auf Kreditgeberseite, der vor den Finanzierungskonditionen keinen Halt macht: So seien etwa die Margen für Unitranches weiter gefallen, in umkämpften Sektoren wie Software oder bei Versicherungsmaklern teils auf bis zu 4,25 Prozent. „Das Kreditangebot ist weiterhin höher als die Nachfrage“, analysiert der Leveraged-Finance-Chef die Marktlage. Ob sich der Knoten am Leveraged-Finance-Markt im kommenden Jahr lösen wird, wer 2026 am längeren Hebel sitzt – Finanzierer oder Unternehmen –, und auf welche Branche Private Equity gerade besonders schaut, das und mehr erfahren Sie im neuen FINANCE-TV-Talk.Hinweis: Dieser Talk von FINANCE-TV wird präsentiert von SMBC.

Remnant Church
Fully Leveraged

Remnant Church

Play Episode Listen Later Oct 26, 2025 110:28


People leverage their time to earn more money only to find that it leaves their possession faster than they can get it. People leverage that same money to buy things like cars that depreciate faster than they can pay them off. And people leverage their relationships with the things gained that they have toiled for their entire lives only to satisfy their personal wants and desires here in the here and now. Did you know that the Bible does in fact teach us that it is righteous to live leveraged? Just not for this world. Join us as we explore how to live Fully Leveraged for the only thing that will never fade but rather yield you an eternal return!

Process Breakdown Podcast (audio)
How JJC Law Leveraged Procedures to Create a Superior Work Culture

Process Breakdown Podcast (audio)

Play Episode Listen Later Oct 21, 2025 15:55


Last Updated on October 22, 2025 by Owen McGab Enaohwo The founding attorney of JJC Law, Jeffrey Green, was passionate about helping people with accidental injuries resulting from negligence when he established his own practice nine years ago. He aimed to build a strong team with the right tools to deliver top-quality work. In a […] The post How JJC Law Leveraged Procedures to Create a Superior Work Culture appeared first on SweetProcess.

The Firm Analyst
S15EP4: Emerging Market Bonds and Sukuk Takeoff; EA - The Largest Leveraged Buyout in History; and UBS and Cantor Fitzgerald Renegotiate Hedge Fund Unit Purchase

The Firm Analyst

Play Episode Listen Later Oct 19, 2025 42:44


A Different Perspective
A Different Perspective with Oktay Kavrak - From Tesla to Gold: How Leveraged ETPs Are Redefining Modern Investing

A Different Perspective

Play Episode Listen Later Oct 14, 2025 48:59


This week Nick talks to Oktay Kavrak.Oktay Kavrak is Head of Communications and Strategy at Leverage Shares, a European leader in exchange-traded products (ETPs). Oktay discusses the company's mission to democratize access to investing, with over $1.5 billion in assets under management as of July 2024. He shares his professional journey from IBM and DeGiro to joining Leverage Shares in its early stages, helping pioneer leveraged ETFs across Europe.Oktay explains how Leverage Shares introduced the first leveraged single-stock ETFs - products that offer amplified exposure to major names like Tesla, Nvidia, and Coinbase. Designed for short-term, tactical trading, these products allow investors to multiply daily movements of popular stocks while maintaining transparency and regulated exchange access. The discussion also highlights the rise of Income Shares, which generate monthly cash flow through covered call and cash-secured put strategies, offering investors both growth and yield opportunities. Notably, Leverage Shares' 3x Tesla ETF has been the most traded ETF on the London Stock Exchange for three consecutive years, reflecting the strong retail demand for active, accessible trading tools.Nick and Oktay look ahead, as OKtay predicts that the ETF industry will continue expanding, driven by retail participation, product innovation, and greater demand for diversified and income-generating strategies. As the market evolves, firms like Leverage Shares are bridging the gap between complex institutional strategies and retail accessibility—bringing structured, transparent products to investors worldwide. Oktay's Book Choices where:Outliers by Malcolm GladwellRebel Ideas by Matthew SyedOktay's Music Choice was:ColdplayThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

The Economist Morning Briefing
Bibi backs Trump's ceasefire plan; biggest leveraged buyout in history, and more

The Economist Morning Briefing

Play Episode Listen Later Sep 30, 2025 4:14


Binyamin Netanyahu, Israel's prime minister, supported Donald Trump's plan to end the war in Gaza. Hosted on Acast. See acast.com/privacy for more information.

FT News Briefing
Game on for the biggest leveraged buyout

FT News Briefing

Play Episode Listen Later Sep 30, 2025 9:55


Elon Musk's business empire has been hit by a wave of senior departures over the past year, video games maker Electronic Arts is being taken private by a Saudi Arabia-backed consortium, and Downing Street has opened the door for Labour to break its election promises and raise taxes in the Budget. Plus, the euro's biggest rally since 2017 has further to run, Wall Street banks are predicting. Mentioned in this podcast:Elon Musk hit by exodus of senior staff over burnout and politicsVideo games maker Electronic Arts strikes $55bn deal to go privateLabour refuses to rule out manifesto-breaking tax risesEuro's rally has further to run, Wall Street banks predictThe FT News Briefing has been nominated for Signal's listener's choice award for best Daily Podcast. Vote for us here! Today's FT News Briefing was produced by Fiona Symon, Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Kent Militzer, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The largest leveraged buyout in history?

Unhedged

Play Episode Listen Later Sep 30, 2025 20:07


Electronic Arts, a publicly traded company, was just purchased for $55bn by a consortium of investors led by Donald Trump's son-in-law Jared Kushner. The investors included the Saudis and Silver Lake Partners, one of the smartest players in private equity. Today on the show, Robert Armstrong speaks with US finance editor James Fontanella-Khan and US deals correspondent Oliver Barnes about the dollars behind the deal. Also, they go long and short a new wave of M&A. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

TD Ameritrade Network
EA's $55B Leveraged Buyout: A Premium Bet on Long-Term Growth

TD Ameritrade Network

Play Episode Listen Later Sep 29, 2025 8:29


Electronic Arts (EA) is going private in a $55 billion deal that values the company at a 35% premium to its pre-announcement price. Martin Yang breaks down the massive LBO, which he considers a fair and compelling offer for shareholders. Martin believes the deal is a one-off opportunity driven by EA's strong and stable free cash flow generation, growth trajectory, and solid domination in sports games. Martin thinks going private could benefit EA by allowing it to stay on a longer-term investment cycle for new content and reducing pressure to deliver short-term growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Boss Your Business: The Pet Boss Podcast with Candace D'Agnolo
203: Grand Opening Weekend: How Dante and Dory's Leveraged Local Radio for Maximum Impact

Boss Your Business: The Pet Boss Podcast with Candace D'Agnolo

Play Episode Listen Later Sep 28, 2025 25:31


Today is an extra special treat! We're sharing the behind-the-scenes process of getting on local radio to announce the grand opening of Dante and Dory's Pet Emporium, plus the complete radio interview from WGIL in Galesburg, Illinois. This episode is perfect timing as we officially opened our doors during Neighborhood Pet Store Day weekend, and you'll hear exactly how we leveraged local media to create multiple marketing assets from ONE interview. You'll discover: ✅ Why radio works in smaller markets when it might not in large metro areas ✅ How to build relationships with local reporters and media personalities ✅ The preparation strategy - including creating outlines and suggested questions for hosts ✅ How one radio interview creates multiple marketing assets   ✅ The complete grand opening weekend strategy with ribbon cutting, special deals, and themed events Plus, hear the full radio interview where we announced our three-day grand opening celebration, featuring everything from confetti cannons to dog beer tastings, custom local merchandise, and so much more!  Whether you're planning a grand opening, looking to get media coverage, or wanting to understand how local marketing works in smaller communities, this episode shows you the complete process from relationship building to execution!  Transcript Show Notes

The Journey to an ESOP
EP24 - Accounting for Leveraged ESOP Transactions

The Journey to an ESOP

Play Episode Listen Later Sep 19, 2025 19:10 Transcription Available


In this episode, Makenzie breaks down a leveraged ESOP transaction and the resulting impacts to a company's financial statements. This episode highlights the journal entries required for a simplified, leveraged ESOP transaction in accordance with generally accepted accounting principles including common mistakes to avoid. 

The Art of Value Whispering Podcast
The Leveraged Business: Scale Your Business without the Sacrifice

The Art of Value Whispering Podcast

Play Episode Listen Later Sep 17, 2025 45:07 Transcription Available


‍ * New * Valora - Your AI Business Coach Turn the wisdom from this episode into practical actions for your business in minutes. Click here now to access the tool > ‍ Rethinking Growth: How to Scale Without Sacrifice Have you ever considered scaling to seven figures and thought: ‘I couldn't do that,' or ‘That would cost me too much?'  ‍ More hours. More stress. More sacrifice. ‍ It's this belief that keeps so many women playing small. They remain convinced that bigger growth must come at the expense of their freedom, their family, or their wellbeing. ‍ But Fabienne Fredrickson, founder of Boldheart and author of The Leveraged Business believes differently.  ‍ In this episode of The Brilliant Business Book Festival, she shares how female entrepreneurs can move from six to seven figures with ease — not by working harder, but by leveraging smarter. ‍ This episode is a must-listen if you've ever dreamed of expanding your business, but worried it would mean losing yourself in the process. ‍ ‍ Prefer to WATCH? ‍https://www.youtube.com/@melittacampbell  ‍ “To grow, you don't need to work more — you need to work less, and leverage more.” – Fabienne Fredrickson ‍ The Feminine Way to Scale When Fabienne first left corporate, she quickly realised that the typical “success formulas” didn't fit. The traditional models — hustle harder, outwork the competition, close sales with rigid scripts — felt heavy, masculine, and misaligned. ‍ And yet, she also knew that ignoring growth wasn't an option. So she chose a different path. ‍ Instead of chasing every tactic, Fabienne focused on what truly worked, cutting away the 80% that drained time and energy. Over time, she developed a distinctly feminine way of scaling — one that honours rest, values alignment, and creates space for life outside of business. ‍‍ The Eight Leverage Activators for Sustainable Growth Her book outlines eight “activators” that, like switches in a dark room, bring clarity and momentum as you flip them on. These are:  ‍ 1. Leverage Your Team – Build and trust a team that takes work off your plate so you can focus on growth rather than doing everything yourself. 2. Leverage Your Systems – Put in place documented processes so the business can run smoothly even when you're not directly involved. 3. Leverage Your Time – Be strategic about how you spend your hours, limiting low-value work and protecting time for high-impact tasks. 4. Leverage Your Business Model – Shift from doing everything yourself to one-to-many models or other scalable designs so revenue isn't tightly tied to your hours. 5. Leverage Your Marketing – Build omnipresent, automated or semi-automated marketing so leads come without you personally doing every outreach. 6. Leverage Your Accountability – Create external structures or supports (mentors, peers, boards etc.) that help keep you on track and responsible for progress. 7. Leverage Your Differentiation – Clarify what makes you unique and position that strongly so you attract clients who value you, not just any client. 8. Leverage Your Lifestyle – Design your business around the life you want rather than letting business demands dictate your personal time. The common lesson between these activators is that sustainable growth happens when you work less, but smarter, and when you trust others (and yourself) to hold more. ‍ ‍ “Scaling is not about hustle; it's about shifting your identity to receive more with ease.” – Fabienne Fredrickson ‍ ‍ Mindset Before Strategy Fabienne highlighted that that business growth begins with identity, not tactics. The mindset that carries you to six figures will not take you to seven. To step into that next level, you need to: Believe it's possible for you, not just for others. Strengthen your capacity to receive more. Let go of hyper-independence and embrace support. And the fastest way to build that belief? Surround yourself with women who've already done it. Evidence and community reshape what you see as possible — and allow you to claim more for yourself. ‍ Redefining Ambition Scaling doesn't mean sacrificing. It means designing a business that sustains you instead of drains you. A business where evenings and weekends are yours. A business where freedom and growth go hand in hand. As Fabienne reminds us, when you leverage wisely and shift your mindset, expansion can feel natural, aligned, and deeply nourishing. If you've ever secretly thought, “I'd love to reach seven figures, but not at the cost of my life,” in this episode, Fabienne shows you a different way forward. A Final Thought to Reflect On Scaling isn't about chasing more — it's about choosing differently. The moment you stop trying to do everything and start focusing on the few things that truly move the needle, your business (and your life) begin to expand. So, instead of asking “How much harder do I need to work?” try asking “How much more can I allow?” Because the future you're dreaming of doesn't require more sacrifice. It requires more space, more trust, and more you. ‍ ‍ Want to explore what this could look like for you? ‍Learn more about the ways you can work with Melitta Campbell to uncover your Value Sweet Spot to market, sell and grow your business confidently, and always on your terms. Working with Melitta >  ‍ ‍ About Fabienne For 20+ years, Fabienne Fredrickson has powerfully mentored thousands of women business owners to grow, then scale their businesses, earning them tens of millions collectively each year while increasing their time off to enjoy lives they love. ‍ Her Leveraged Business methodology is based on her nearly 15 years of experience in generating multiple 7 figures annually with three children at home, while taking 14 weeks of unplugged vacations each year. It is proven to work. ‍ Fabienne's revolutionary book, The Leveraged Business: How You Can Go From Overwhelmed at 6-Figures to 7 Figures (and Get Your Life Back) is the new definitive roadmap on how she's done it with heart and how you can too, without sacrificing your life. You can get a free copy of the book at TheLeveragedBusinessBook.com, and you can find her at Boldheart.com and on social media channels. ‍ ‍ ‍ Read Fabienne's Book: The Leveraged Business: How You Can Go From Overwhelmed at 6-Figures to 7 Figures (and Get Your Life Back) ‍ Connect with Fabienne Website    LinkedIn ‍ ‍ About Your Host, Melitta Campbell Melitta Campbell is an award-winning business coach, TEDx speaker, author of A Shy Girl's Guide to Networking and founder of the Dream Clients Club. ‍ Through her Value WhisperingTM Blueprint, she helps introverted female entrepreneurs build quietly impactful businesses that grow through clarity, trust, and alignment. ‍ Learn more about working with Melitta here ‍ Loved this episode? Turn your Insight into Action with Valora Valora is the podcast's new AI Business Coach. Answer three short questions and she'll translate your responses into simple, practical actions you can take this week to grow your business. Click here now to access Valora > ‍ You May Also Enjoy... Uncaged: A Good Girl's Journey to Reinvention The Business of Stories How to Raise Your  Visibility on LinkedIn Get a PhD in You: A Course in Miraculous Self-Discovery The Go-Giver: A Little Story About a Powerful Business Idea The Common Path To Uncommon Success ‍ > More Podcast Episodes ‍

Law Firm Autopilot
315: Email is the Most Under-leveraged Marketing Channel for Lawyers (with Tyler Cook)

Law Firm Autopilot

Play Episode Listen Later Sep 16, 2025 52:48


Email isn't dead—it's dominating. In this episode, email marketing expert Tyler Cook explains why email remains the highest ROI marketing channel for lawyers (and just about everyone else). You'll learn: Why email still outperforms social media by a mile What kind of emails people actually want to read The 3 automations every lawyer should set up—no exceptions How to use AI to write powerful emails fast (without sounding robotic) The truth about open rates, sender reputation, and avoiding spam filters Whether you're brand new to email marketing or ready to take your list to the next level, this episode gives you a clear roadmap—and some surprising tactics most lawyers miss. Plus: Tyler shares his favorite pro-level deliverability tips, and how even a tiny list can bring in big results when used the right way. Resource Links Tyler Cook: LinkedIn profile Tyler Cook: Hypermedia website Tyler Cook: newsletter about email marketing Rand Fiskin (SEO expert) Perry Marshall (author of 80/20 Marketing book) Neverbounce (email verification) Beehiiv (email platform for newsletters) Hubspot (CRM and email sending platform) Dean Jackson (email marketing guru) Hoppy Copy (helps write good emails) Jarvis (AI-powered marketing copy) Copy.ai (marketing copy assistant) Google Alerts (get automatically notified of important news) ChatGPT Lab (a weekly AI workshop for lawyers) Apply to join the ChatGPT Lab The 80/20 Principle (my techlaw newsletter) The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.  

Millionaire University
How a Multi-Million Dollar Service Business Manages 700+ Home Renovation Projects | Serge Rochon

Millionaire University

Play Episode Listen Later Sep 15, 2025 43:25


#587 What does it take to grow a multi-million dollar service business from the ground up? In this episode, host Kirsten Tyrrel sits down with Serge Rochon, founder of Complete Windows & Doors, to unpack how he built a thriving home renovation company over the past 13 years — starting solo and scaling to a 25+ person team. Serge shares the lessons learned from cold-calling and canvassing his way to early customers, how mentorship shaped his start, why he avoided new construction jobs, and the importance of building systems and hiring ahead of the curve. Whether you're just getting started or preparing to scale, this conversation is full of practical wisdom for creating a profitable, sellable service business that doesn't depend solely on you! What we discuss with Serge: + Started business after 12+ years in industry + Chose renovations over new builds + Landed early clients through cold outreach + Leveraged past customer base to launch + Focused on expert installation and service + Scaled from solo to 25+ person team + Built systems to reduce owner dependency + Offers “good, better, best” product tiers + Uses CRM and quoting tools to stay lean + Emphasizes hiring ahead of demand Thank you, Serge! Check out Complete Windows & Doors at CompleteWD.com. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Market Matters
Resilience and Risks: Insights from the European Leveraged Finance Conference

Market Matters

Play Episode Listen Later Sep 12, 2025 22:22


In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan's 9th European Leveraged Finance Conference, exploring the latest trends, including market resilience, investor sentiment, and the impact of geopolitical and macroeconomic events.   This episode was recorded on September 5, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  © 2025 JPMorgan Chase & Company. All rights reserved.

Wildly Empowered Women
92: I Started From Zero (Again) — Here's How I Built Like a Bish

Wildly Empowered Women

Play Episode Listen Later Sep 10, 2025 47:31


What do you call it when you're the golden girl of PR, pulling six figures by 25, then throw it all away for a side hustle that flops for five years before finally hitting gold? We call it a Rich Bish move. In this episode of The Rich Bitch Era, Kristie X Ord takes the host seat and gets Jessica Zalums to spill on:                                                                                   Leaving a corporate career everyone else thought was “the dream”The ego bruises and identity crisis that come with starting overWhy 10K engaged followers beat 100K dead ones any dayWhy she ditched coaching for a model that actually rewards impactThe power of focusing on one thing (instead of being the “7 income streams” girlboss cliché) It's raw. It's real. It's for every woman who secretly wants to burn her career plan and build something better.If you're ready to trade performative success for real freedom — press play now!Episode Highlights:00:00 – Why Jess swapped a solo episode for a chat with Kristie01:00 – The six-figure PR career Jess walked away from04:55 – How loyalty + relationships became her biggest asset08:00 – The competition and burnout of agency life11:48 – The “ego death” of leaving success behind13:50 – Realizing corporate wasn't the dream she thought16:58 – Family fears, colleague whispers & self-doubt20:14 – Why a viral Instagram post = zero sales22:42 – The truth about imposter syndrome24:53 – Building a brand by being unapologetically herself28:51 – The coaching experiment — and the problem with linear models31:56 – Leveraged business vs. coaching: the truth about freedom39:30 – Why “7 streams of income” will slow you down42:22 – Reclaiming focus, momentum, and leadership46:12 – Magnetize + Rich Bish Academy invitationsY

Property Profits Real Estate Podcast
From Burger Kings to Real Estate Kings: Joe Tagliente's Legacy Plan

Property Profits Real Estate Podcast

Play Episode Listen Later Sep 6, 2025 24:14


n this episode of the Property Profits Podcast, host Dave Dubeau sits down with Joe Tagliente, a legacy-minded entrepreneur whose family turned a fast food franchise hustle into a powerhouse real estate holding company. Joe shares the inspiring journey that began with his father's leap from corporate America to opening a single Burger King in 1970, all the way to building a portfolio of restaurants and hotels. But what really sets Joe's story apart is the strategic pivot—from operating businesses to owning the land beneath them. You'll hear how Joe and his family: Leveraged franchise experience into long-term real estate wealth Bootstrapped deals during tough times Turned underused land into income-generating assets Transitioned to a lean, passive real estate model using triple net leases Are now helping new franchisees through Joe's latest venture, Franchise Spark   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

TwoBrainRadio
How He Leveraged Free Tools and Mentorship to Become a Top Earner

TwoBrainRadio

Play Episode Listen Later Sep 4, 2025 25:17 Transcription Available


After consuming free Two-Brain content for three years, gym owner Tyler Ouwendyk signed up for mentorship. Less than a year later, he earned a spot on the Top 10 leaderboard for net owner benefit (take-home pay), which ranges from US$17,000 to $45,000 per month. Tyler runs three facilities in a town of 30,000 people: two 24/7 access gyms with memberships capped at 400-500, plus a group training studio that launched with 52 members on Day 1 and hit 130 clients in eight months.In this episode, Tyler shares the Two-Brain strategies that contributed most to his gyms' success:Eliminating all discounts and sales.Raising prices to reach the top of his market.Creating proper onboarding systems. Adding goal reviews to drive retention and upsells.He also explains how mentorship accelerated his growth through expert guidance and accountability. Now, as a Tinker-level gym owner, Tyler's focus is on building wealth through real estate, life insurance and other investments. His advice to gym owners who are considering mentorship? “Just do it. It's not a cost; it's an investment. You're gonna see the ROI right away.”  LinksGym Owners UnitedBook a Call0:50 - Getting results from free content3:54 - Goal reviews in an access gym9:53 - Why go from free to paid help?13:43 - How mentorship added speed17:54 - Opening a profitable new gym

Grandma's Wealth Wisdom
From Immigrant Hustle to Real Estate Empire – The Kitti Sisters' Story

Grandma's Wealth Wisdom

Play Episode Listen Later Sep 3, 2025 51:29 Transcription Available


What does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand.   In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership.   Their journey isn't just about dollars; it's about resilience, strategy, and building a foundation strong enough to weather economic storms like COVID-19 and the uncertain future of work driven by AI and automation.   You'll hear how Palmy and Nancy: ✅ Transitioned from labor-based income to income-producing assets ✅ Built investor trust through transparency and integrity ✅ Raised significant capital—even in uncertain markets ✅ Leveraged their unique strengths (“superpowers”) to scale faster ✅ Emphasize why community and collaboration are essential for financial growth   This episode is packed with real-world wisdom for entrepreneurs, investors, and anyone ready to shift from hustle-driven income to lasting financial freedom.   00:00 Welcome to Wealth Wisdom Financial 00:35 Meet Palmy and Nancy: From Fashion to Finance 02:32 Starting Small: The Fashion Business Journey 05:40 The Big Shift: From Fashion to Real Estate 07:55 Navigating Real Estate During COVID 15:21 Raising Capital and Building Trust 23:59 The Importance of Integrity in Business 26:40 Setting Ambitious Goals 27:00 The Power of Exponential Growth 28:07 Raising Capital and Building Confidence 29:01 Leveraging Superpowers in Business 30:37 The Importance of Team Support 32:41 Financial Management and Decision Making 37:48 Navigating Economic Challenges 47:38 The Future of Labor and Income 49:47 Final Thoughts and Community Invitation  

Spotlight Podcast
Leveraged ETFs: Precision Tools for Tech, Defense, and E-Commerce Traders

Spotlight Podcast

Play Episode Listen Later Sep 2, 2025 13:46


In this episode of Spotlight, Ron Delegge ‪@etfguide‬ chats with Mo Sparks, Chief Product Officer at Direxion about top market trends and big moves in ETF trading. Topics covered includes a discussion of Direxion's ETFs linked to Ford, Shopify, Lockheed Martin, along with digital networking and big pharma stocks.*********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/

The John Batchelor Show
8. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 8:56


8. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics. 1941 NOVEMBER, BEFORE US ENTERED THE WAR.

The John Batchelor Show
6. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 8:10


6. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics. 1940 LONDON UNDERGROUND CONVERTED TO SHELTER

The John Batchelor Show
7. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 10:44


7. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics. 1940 LONDON BURNING

The John Batchelor Show
5.Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 9:40


5.Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics. 1940 BLITZ DAMAGE LONDON

The John Batchelor Show
4. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 7:20


4. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics. 1940 SEPT BLITZ OVER WAPPING

The John Batchelor Show
3. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 12:25


3. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics 1940 DECEMBER MANCHESTER BLITZ

The John Batchelor Show
2. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect t

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 6:39


2.  Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics 1928 TEA AT CHARTWELL WITH THE CHURCHILLS

The John Batchelor Show
1. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to

The John Batchelor Show

Play Episode Listen Later Sep 1, 2025 11:11


1. Kingmaker: Pamela Harriman's Astonishing Life of Power, Seduction, and Intrigue by Sonia Purnell chronicles the extraordinary life of Pamela Digby, later Pamela Harriman, a woman who masterfully leveraged her personal connections and keen intellect to become a significant, albeit often behind-the-scenes, figure in 20th-century politics. Born into an aristocratic but cash-strapped family in rural Dorset in 1920, Pamela Digby received a limited education but possessed a sharp mind. Her desire to escape her constrained upbringing led her to an impetuous marriage with Randolph Churchill, Winston Churchill's son, in September 1939. Despite warnings about Randolph's philandering and abusive nature, she saw the marriage as a doorway to an exciting lifestyle and a way to avoid returning to Dorset. During World War II, as her marriage to Randolph deteriorated, Pamela forged a close bond with Winston Churchill. She quickly became Churchill's secret weapon, joining his inner circle, "Padlock," and gathering crucial intelligence from influential Americans. Her most notable liaison was with Averell Harriman, the 49-year-old in charge of Lend-Lease, whom she successfully "enlisted to the British cause" and "bewitched" with her charm and strategic "mating dance". She also influenced figures like CBS star Ed Murrow, feeding him information to bolster British support in American broadcasts. Her wartime experiences, including giving birth during a Blitz air raid, deeply shaped her perspective. After the war, Pamela continued to cultivate influential relationships, including with Gianni Agnelli of Fiat, whom she helped gain acceptance in Washington. She later moved to America, marrying producer Leland Hayward in the late 1950s. While in the US, she was a close friend of President John F. Kennedy, whose assassination deeply affected her. Following Leland Hayward's death, which left her financially depleted, Pamela re-encountered and married Averell Harriman. This marriage marked her full immersion into American politics. She transformed their Washington D.C. home into a hub for Democrats, making Harriman feel like a king and advancing her own influence. She was an early advocate for women's political involvement, pushing beyond the traditional role of a political hostess to focus on policy and candidates. Pamela became a crucial mentor to Bill Clinton after his 1980 gubernatorial loss, restoring his self-belief and providing strategic guidance, including advice on television appearances. Her efforts were instrumental in shaping the Democratic party and contributing to its successes, including Clinton's 1992 presidential victory. As a reward, President Clinton appointed her Ambassador to Paris, a role she embraced despite her lack of formal diplomatic training. In this position, she played a decisive role in strengthening Franco-American relations and bringing a "moral compass" to the Bosnia crisis, drawing on her own wartime experiences to urge intervention. Pamela Harrimandied in 1997 from a brain hemorrhage, with Bill Clinton delivering an emotional eulogy, acknowledging her indispensable role in his political journey and her significant contributions to the 20th century. 1827 FOREIGN OFFICE AND DOWNING STREET

Marketing 101 for Small Business Owners
Episode 195: Identifying Your Primary and Secondary Revenue Streams

Marketing 101 for Small Business Owners

Play Episode Listen Later Sep 1, 2025 10:22


Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and I'm excited to launch a powerful new series for September—all about mastering your revenue streams. This month is dedicated to understanding where your income comes from, how to build upon it, and how to ensure your revenue is aligned with the business you dream of. In today's episode, we're diving into the difference between primary and secondary revenue streams, how to map them out, and how to ensure they're sustainable, scalable, and aligned with your goals. Whether you're a coach, consultant, creative, or product-based business owner, this episode will help you move from scattered efforts to strategic income generation. ⏱️ Timestamps & Episode Breakdown (00:00) Welcome + Series Introduction (01:00) What is a Revenue Stream? (02:00) Understanding Your Primary Revenue Stream (03:00) Optimizing Your Primary Stream (04:00) The Power of Secondary Revenue Streams (05:00) Revenue Mapping Exercise (06:00) Strategic Questions to Strengthen Your Streams (08:00) Real-Life Example: From Overlooked to Leveraged (09:00) Your Homework + Community Invitation ✨ Special Announcements & Links

The Credit Edge by Bloomberg Intelligence
Moody's Expects LBOs to Make a Comeback

The Credit Edge by Bloomberg Intelligence

Play Episode Listen Later Aug 28, 2025 41:38 Transcription Available


Leveraged buyouts are poised for a revival, albeit less aggressively structured than in the last wave, according to Moody’s Ratings. “Ultimately everyone will need to adjust to the new environment and you will see deal flow come back,” Christina Padgett, the firm’s head of leveraged finance and private credit research, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jean-Yves Coupin in the latest episode of the Credit Edge podcast. “There’s too much capital that needs to be put to work,” says Padgett, noting potential for LBOs in the technology, health care and services sectors. We also discuss the rise of distressed debt exchanges, leveraged loan risk, the impact of tariffs on weak borrowers and why default rates should fall next year. See omnystudio.com/listener for privacy information.

Simply Wall St

Simply Wall St Market Insights for the week ending 25th August 2025.To read the full article:

Retire Young Podcast
#1,344 Leveraged vehicles to build wealth

Retire Young Podcast

Play Episode Listen Later Aug 23, 2025 14:59 Transcription Available


In Depth
How Canva leveraged unconventional growth levers to grow to $42B | Cameron Adams (Co-founder & CPO)

In Depth

Play Episode Listen Later Aug 20, 2025 64:26


Cameron Adams is the co-founder and Chief Product Officer at Canva, the design platform valued at $42B as of July 2025, used by over 230 million people every month. Before starting Canva, Cameron was a designer and engineer at Google and co-founded Fluent, an email startup. In this episode, Cameron walks through Canva's earliest days — from the remarkably fast courtship with co-founders Melanie Perkins and Cliff Obrecht, to the counterintuitive product decisions that helped Canva instantly resonate with users who thought they would never design anything. In this episode, we cover: How Canva turned social media managers into early evangelists Balancing a huge vision with scrappy execution Hard lessons from their near-silent launch day The two growth levers that changed everything And much more… References: Adobe: https://www.adobe.com/home Atlassian: https://www.atlassian.com/ Campaign Monitor: https://www.campaignmonitor.com/ Canva: https://www.canva.com/ Cliff Obrecht: https://www.linkedin.com/in/cliff-obrecht-79ba9920/ Dave Greiner: https://www.linkedin.com/in/davegreiner/ Lars Rasmussen: https://www.linkedin.com/in/larserasmussen/ Melanie Perkins: https://www.linkedin.com/in/melanieperkins/ Mike Cannon-Brookes: https://www.linkedin.com/in/mcannonbrookes/ New York Stock Exchange: https://www.nyse.com/ Pinterest: https://pinterest.com/ Scott Farquhar: https://www.linkedin.com/in/scottfarquhar/ Where to find Cameron: LinkedIn: https://www.linkedin.com/in/themaninblue/ Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ X/Twitter: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: (01:24) The birth of Canva (04:32) Meeting Canva's co-founders (11:22) Building the first iteration of Canva (15:26) The discovery that changed prototyping (20:48) Why onboarding was the unlock for retention (27:36) The anticlimactic launch day (32:43) How word-of-mouth spurred early retention (36:33) Targeting different user personas (41:02) Building a community on social media (43:38) Two impactful growth levers (47:14) Why Canva should have gone mobile sooner (48:12) What underpins Canva's dominance today (53:37) Rebuilding for enterprise (58:38) Lessons from Canva's tough times

Risk Parity Radio
Episode 445: "Funny How" With Listener Humor, Rebalancing Leveraged Funds, And CTA

Risk Parity Radio

Play Episode Listen Later Aug 13, 2025 32:56 Transcription Available


In this episode we answer two emails from John and one from Pete.  We revel in John's summary of the podcast from its humble beginnings to its current form, his sailboat analogy to portfolio construction and his highly humorous questions.  We also discuss two common but conflicting investor biases: rejecting assets because they've performed poorly recently or because they've performed too well recently and discuss rebalancing rules for leveraged funds and the newer managed futures fund CTA.Links:Listener Blog Post Describing Risk Parity Concepts:  15 Uncorrelated Assets | SSiSJohn's Testfolio Rebalancing Analyses:  testfol.io/?s=k6HKskV4lsyTestfolio CTA Analysis:  testfol.io/analysis?s=9WzkwrOUa0hBreathless Unedited AI-Bot Summary:The evolution of Risk Parity Radio takes center stage as we dive into a fascinating listener journey through 445 episodes of financial wisdom and soundbite mayhem. From our humble COVID-project beginnings to developing signature elements like standardized soundbites, cowbell references, and charitable partnerships, this episode offers a rare look at how the podcast has grown alongside its community.A brilliant sailing analogy perfectly captures the essence of risk parity investing: just as skilled sailors can make forward progress in various wind conditions by using the right sails, diversified portfolios can navigate different economic environments by including assets that perform well under specific conditions. This metaphor elegantly explains why we emphasize creating all-weather portfolios rather than attempting to predict market movements.Gold's dramatic turnaround provides a perfect case study in investment humility. In late 2022, some listeners questioned including gold, calling it a "waste of space" that wasn't fulfilling its purpose. Fast forward to 2025, and gold delivered an impressive 28% compound annual growth rate. This example highlights a common cognitive trap: rejecting unfamiliar assets either because they've performed poorly recently ("must be done forever") or because they've performed too well ("must be too high to invest in now").We also explore technical questions about rebalancing strategies for portfolios containing leveraged ETFs and observations about managed futures funds, demonstrating how complex portfolio management requires thoughtful consideration beyond simple formulas.Whether you're a longtime listener appreciating the walk down memory lane or a newcomer curious about our approach to investing, this episode delivers valuable insights about portfolio construction while maintaining our characteristic blend of education and entertainment. Ready to dive deeper? Subscribe now and join our community of thoughtful DIY investors!Support the show

The Land Podcast - The Pursuit of Land Ownership and Investing
#180 - Building a Business to Buy a BIG Farm & Seller Financing Benefits: What First-Time Buyers Need to Hear with Matt Kline

The Land Podcast - The Pursuit of Land Ownership and Investing

Play Episode Listen Later Aug 11, 2025 79:50


Welcome to the land podcast, a platform for people looking to educate themselves in the world of land ownership, land investing, staying up to date with current land trends in the Midwest, and hearing from industry experts and professionals. On today's episode, we are back in the studio with Matt Kline. We discuss: Early lessons learned about land value and ROI Access planning was key to consistent deer movement Balances business growth with hunting priorities Networking opened doors to land opportunities Mistakes became valuable business lessons Learned to spot undervalued parcels others missed Leveraged sweat equity to increase property value Habitat work created both hunting and business gains Built lasting relationships through land deals Passion for land turned into a thriving career And so much more! Get Pre-Approved to Purchase a farm with Buck Land Funding ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.whitetailmasteracademy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Use code '⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HOFER' to save 10% off at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theprairiefarm.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Massive potential tax savings: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ASMLABS.Net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Moultrie: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/moultrie_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Hawke Optics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/hawkeoptics_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -OnX: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/onX_Hunt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Painted Arrow: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/PaintedArrow

The Level Up Podcast w/ Paul Alex
Puerto Rico to Profit: The Entrepreneurs Teaching Financial Freedom in Spanish

The Level Up Podcast w/ Paul Alex

Play Episode Listen Later Aug 10, 2025 66:16


From humble beginnings in Puerto Rico to building multi-million dollar businesses, Oscar Moises (@officialoscarmoises) and Jorge “Joe” Lara (@lajaraofficial) are on a mission to teach the Latin community how to achieve financial freedom through business funding, credit optimization, and Section 8 real estate.

Risk Parity Radio
Episode 444: Weird 401ks, Portfolio Visualizer Experiences And Leveraged Funds

Risk Parity Radio

Play Episode Listen Later Aug 7, 2025 28:50 Transcription Available


In this episode we answer emails from Ian, Bruce and Boone.  We discuss dealing with a 401k with limited options, the limitations of the ticker symbol analyzers of Portfolio Visualizer and incorporating individual stocks into a retirement portfolio, and limitations and developments in leveraged ETF land.Note:  No podcast this upcoming weekend as Frank and Mary will be on hiatus.  Check out Frank's recent interview on the Mile HI FI podcast for more insights and a scintillating discussion about cooked green vegetables.Links:Optimized Portfolio Website:  Leverage | Optimized PortfolioTestfolio Website:  testfol.ioValue Stock Geek Website:  Security Analysis | Value Stock Geek | SubstackMile Hi Fi Podcast:  You Should Spend More (Probably) - Frank Vasquez | MHFI 279 | Mile High FI PodcastBreathless Unedited AI-Bot Summary:Frank Vasquez dives into the practical realities of implementing risk parity principles within common investment constraints in this illuminating Q&A session. Drawing on his wealth of experience, Frank tackles three distinct listener questions that reveal the gap between theoretical investment strategies and their real-world application.When confronted with a listener's limited 401k options, Frank demonstrates how to make pragmatic choices while staying true to risk-conscious investing principles. Rather than abandoning risk parity altogether, he suggests practical compromises using available funds for the short term, with plans to transition to a more ideal allocation after retirement. This advice brilliantly showcases how financial independence seekers can adapt sophisticated strategies to work within institutional limitations.The conversation takes a fascinating turn as Frank debunks misleading backtest results from Portfolio Visualizer, explaining why recent market conditions might create dangerously optimistic expectations about individual stock performance. With characteristic humor, he guides listeners away from recency bias and toward sound portfolio construction principles that prioritize asset allocation over security selection.Perhaps most valuably, Frank explores the complex world of leveraged ETFs, demystifying why products like UPRO and TMF rarely achieve their stated multiplication factors over extended periods. His careful analysis of these sophisticated tools, along with newer innovations like return-stacked ETFs, provides crucial perspective for investors considering these instruments for retirement planning.Throughout the episode, Frank balances technical expertise with accessibility, using cultural references and humor to make complex concepts digestible. His commitment to evidence-based investing shines through as he consistently reminds listeners to focus on risk management, broad diversification, and long-term thinking rather than chasing recent performance or market timing.Have questions about implementing risk parity in your own portfolio? Email Frank at frank@riskparityradio.com or visit riskparityradio.com to learn more about building resilient investment strategies that can weather any market environment.Support the show

Social Media Decoded
From Expo Stage to Instagram: How I Landed & Leveraged An Expo Talk

Social Media Decoded

Play Episode Listen Later Aug 4, 2025 13:09


Michelle Thames breaks down the exact email pitch and follow-up cadence that secured her speaking slot at the Black Women's Expo—and then hands you her “Stage-to-Story” workflow for turning one talk into five high-performing Instagram posts. Perfect for creators, coaches, and service pros who want to book stages and squeeze weeks of content (and revenue) from a single appearance. Key Points Covered Opportunity Radar: How Michelle spotted and responded to the BWE call for speakers in under 15 minutes. Exact Pitch Email Template: Subject line, credibility bullets, and closing sentence that got the yes. Follow-Up Timeline: 48-hour bump, 96-hour LinkedIn nudge, and the “asset ask” that guarantees video + photos. Stage-to-Story Workflow: Five IG content pieces—hero photo, reel, carousel, Stories highlight, quote graphic—and the 7-day posting schedule. Monetization Play: Convert your talk into a newsletter hook, podcast episode, and $37 mini-offer. Action plan listeners can copy this week to pitch their own stages. Action Steps Create a Google Alert: “[Your industry] + call for speakers + 2025.” Customize Michelle's pitch email (see PDF). Schedule two follow-up reminders in your calendar. Secure recording and photo pass before event day. Use the Stage-to-Story checklist to plan five posts from one talk. Resources Mentioned Power Hour – Visibility Power Session Pitch Audit FREE Stage-to-Story Checklist - DM ME on IG @michellelthames and ask for this (say you listened this episode

The Note Closers Show Podcast
How To Make an Infinite Return on a Performing Note Deal in Toledo

The Note Closers Show Podcast

Play Episode Listen Later Jul 28, 2025 23:37


In this episode of The Note Closers Show, Scott Carson dives into the world of infinite returns through a fascinating case study. This episode explores how to achieve above-average returns by strategically investing in performing or non-performing notes. Let's break down the key elements of this deal and understand the approach to evaluating such opportunities.Strategic Note Investment Opportunity: A performing note in Toledo, Ohio, is being offered at a significant discount, presenting an opportunity for a high return on investment. Initial due diligence is key to confirm updated valuations and potential upside.Leveraged for Strong Cash Flow: The note is owner-financed and has consistent cash flow, making it appealing. Understanding loan to value ratio and the potential future of rental revenue is crucial in determining if this deal is worth the investment.Infinite Return Potential Through Private Money: By utilizing private money lenders, the deal can be structured to minimize or eliminate the investor's personal capital, creating the potential for an infinite return on investment.Built-in Risk Mitigation Elements: The original loan included a title insurance policy, and adding a prepayment penalty can further protect against refinancing and ensure a minimum return even in early exit scenarios.Rehabbed Property with Appreciation Potential: The property has been recently rehabbed, and there is an increase in property value, as shown by a BPO. There is opportunity for refinancing and profit in the near future.This case study illustrates how to potentially achieve infinite returns through strategic note investing. By thoroughly analyzing deals, leveraging private money, and mitigating risks, investors can unlock significant profits. If you are looking to fund or buy deals like this one, then make sure to book a call with Scott to find out how you can start investing in the "Sexy Side of Real Estate" now!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestGet Signed Up For the WCN Membership HERE!