Podcasts about rocket dollar

Meet Dan Kryzanowski, the real estate investor who left the corporate grind for a more financially independent lifestyle. Dan is an experienced investor who is enthusiastic about self-storage and industrial markets. He has knowledge in crowdfunding and house flipping and is eager to share his expertise and insights in these areas. He emphasizes the importance of diversifying investments and taking control of one's finances. Listen for tips on using retirement funds to invest in private real estate and creating more freedom for yourself. “This is one life, this is one book of assets that we have, don't wait that long, and just be beholden to whatever the fidelity year 2100, or 2050 fund is giving you. There's a lot more that you can do.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ Dan's journey from a successful career to becoming a real estate investor ✅ The benefits and potential risks of crowdfunding for real estate investments ✅ Dan's outlook on self-storage and industrial real estate markets ✅ The importance of diversifying investments and not solely relying on financial advisors ✅ Using retirement funds to invest in private real estate while still maintaining a healthy retirement account ✅ Simple routines to maintain a healthy mind and body while investing in real estate ✅ Overcoming the limiting belief of having to work until retirement age and finding ways to create more freedom through real estate investment.  

Meet Dan Kryzanowski, the real estate investor who left the corporate grind for a more financially independent lifestyle. Dan is an experienced investor who is enthusiastic about self-storage and industrial markets. He has knowledge in crowdfunding and house flipping and is eager to share his expertise and insights in these areas. He emphasizes the importance of diversifying investments and taking control of one's finances. Listen for tips on using retirement funds to invest in private real estate and creating more freedom for yourself. “This is one life, this is one book of assets that we have, don't wait that long, and just be beholden to whatever the fidelity year 2100, or 2050 fund is giving you. There's a lot more that you can do.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ Dan's journey from a successful career to becoming a real estate investor ✅ The benefits and potential risks of crowdfunding for real estate investments ✅ Dan's outlook on self-storage and industrial real estate markets ✅ The importance of diversifying investments and not solely relying on financial advisors ✅ Using retirement funds to invest in private real estate while still maintaining a healthy retirement account ✅ Simple routines to maintain a healthy mind and body while investing in real estate ✅ Overcoming the limiting belief of having to work until retirement age and finding ways to create more freedom through real estate investment.  

When I first started raising money for real estate syndications, I had lunch with a prospective investor who was interested but didn't have the $50,000 minimum it took to get in on the deal.But then I asked, ‘Do you have an IRA or anything?' And it turned out he had $500,000 sitting in his retirement account. $500,000 he could use to buy real estate.So, how do we educate potential investors about the opportunity to invest through a retirement account? What steps can passive investors take to shift money from a 401(k) or IRA into real estate?Henry Yoshida, CFP, is the Founder and CEO of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments.On this episode of Financial Freedom with Real Estate Investing, Henry joins Garrett and me to explain what alternative investments you can and cannot invest in using 401(k) or IRA money.Henry walks us through the process of moving retirement money into a self-directed account and describes the differences between traditional custodians and self-directed capable custodians like Rocket Dollar.Listen in to understand the pros and cons of investing with an IRA versus cash and learn how Rocket Dollar accelerates the process of investing in stock market alternatives like multifamily syndications!For full episode show notes visit: https://themichaelblank.com/podcasts/session362/

Today we are very excited to bring you a finance and investment focussed episode of the show, as we welcome the CEO and Co-Founder of Rocket Dollar, Henry Yoshida! Rocket Dollar is a fintech platform aimed at helping investors prepare smartly for retirement by offering private alternative investment options. Henry has been a CFP since he was 22, and spent 10 years at Merrill Lynch before the segue into building his own companies. He is also a licensed realtor, so he knows a thing or two about the important subject of investing in real estate! In our chat today, Henry shares some amazing wisdom and insight that will help any listener improve their understanding of self-directed IRAs, pension plans, and real estate purchases. He also unpacks why he chose to pursue building a fintech company, and how this work compares to his previous position as an active advisor. Tune in to hear it all! 

Like most things in life, real estate investing comes with its own challenges and triumphs. In this episode, Craig and Zeona are joined by Cam Cooper, a former tenant, certified house-hacker, and co-founder of a Real Estate Pro Meetup group in Atlanta.Although relatively new in the game, Cam has already managed to survive every investor's nightmare—a terrible tenant and the unexpected costs that come with it!Filled with key lessons that may smoothen their journey into financial independence, aspiring real estate investors will not want to miss this episode! PODCAST HIGHLIGHTS: [5:48] Cam's First Encounter With House Hacking[7:51] From Tenant to House Hacker— Cam Secures His First Deal![12:11] How to Distribute Utility Payments When House Hacking[15:29] Rushing Into a Deal Leads to Unexpected Challenges[20:08] Terrible Tenants and What It Takes to Evict Them[26:29] Paying It Forward: Cam Starts a MeetUp Group[29:58] How Cam Survives the Aftermath of the Eviction[32:36] House-Hacking or Medium-Term Rentals: What's Next for Cam?[34:56] Cam and Z's Thoughts on Furnishing a Medium-Term Rental Affiliate Links: 1. Don't miss out on valuable resources for aspiring house hackers. Visit FITeam's website! — https://www.thefiteam.com/ 2. Coming soon in 2023: A Comprehensive Course on Medium-Term Rentals facilitated by this episode's guest, Cam Cooper!  Get first-hand access to this and so much more by joining Zeona's Facebook group, AirBnB Investing - https://www.facebook.com/groups/airbnbinvesting3. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI4. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2 5. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh6. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business, and peer-to-peer lending, and much more.Link: https://www.kqzyfj.com/click-100586418-139200667. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx8. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink: beyond.sjv.io/b3XBN9 9. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link: https://pricelabs.co/users/sign_up?referral=7GlSXn10. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

Despite his six-figure salary and a sophisticated corporate job, this episode's guest lived from paycheck to paycheck. Like many people, he did not understand what it truly meant to be financially free — until he got married and needed to provide for his family.  Craig and Zeona are joined by Henry Washington, a former software developer turned real estate investor with hundreds of transactions and eighty buy-and hold-properties under his belt. Henry made the leap from full-time employee to financially free through a combination of preparation, persistence, and courage. Perfect for those just entering the real estate arena, this episode illustrates how building relationships with fellow investors, tenants, and even local community banks can jump-start your journey toward financial freedom. PODCAST HIGHLIGHTS[8:55] A Major Realization: Real Estate Was the Common Denominator [16:41] Reading, Listening and Meeting People – Henry's Relentless Education Plan [19:25] Henry Manifests His First Deal! [24:19] Brainstorming Ways to Raise Funds for a Down Payment [27:01] The Perks of Small Local Community Bank Loans [30:59] How to Build a Relationship With a Small Community Bank [33:50] Negotiating Rental Rates With Existing Tenants [40:05] Henry Invests in Direct-to-Seller Marketing [44:07] The Power of Decision and PositioningAffiliate Links:1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2 3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link: https://www.kqzyfj.com/click-100586418-139200665. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink: beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link: https://pricelabs.co/users/sign_up?referral=7GlSXn8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

Do you see yourself working on the same corporate routine ten years from now? How about in the next forty? In this episode, we get to meet a former software engineer who had to pack his things and let go of everything to strive for his dream of financial freedom.Craig and Zeona are joined by such a passionate realtor who once found himself intimidated by the real estate industry. Antonio Cucciniello went to establish his mastermind group—venturing entrepreneurship—up to working his way to real estate investments from ground up. With Antonio's excellent mathematical reasoning, we get to crunch numbers as we delve deeper on his real estate know-hows!PODCAST HIGHLIGHTS[02:21] Antonio talks about lay-off situations in his past job experience[06:29] Mastermind Group: The circle that shares Antonio's spark for financial independence[10:34] Listen to Antonio's game plan that had him kickstart his real estate journey![19:30] Antonio finally got his first “real deal”![28:12] How do the pandemic challenges make Antonio utilize his negotiation skills?[38:47] The knack of having different properties in different markets[44:42] Antonio and his genuine take on the “Final 4”Affiliate Links:1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2 3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link: https://www.kqzyfj.com/click-100586418-139200665. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink: beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link: https://pricelabs.co/users/sign_up?referral=7GlSXn8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

What is a more inspiring success story than a success that sprouted from humble beginnings? At a young age, our guest's mind was enlightened on the concept of financial independence—learning from her environment in the private school she attended and comparing to her family's financial situation. In this week's episode, Craig and Zeona get to meet an empowered woman who has found success for herself. Ashley Wilson is one “badass” in the commercial real estate field, owning over 700 units on this date of writing. Exploring from house-hacking, house-flipping, to multifamily, such extensive experiences have established her place in the industry.If you're lost in trajectory or just needed that push to kickstart your goals, this episode is a sign. As Ashley is the embodiment of never regretting taking action, you will never regret lending your ears to Ashely's story. PODCAST HIGHLIGHTS[04:23] Humble beginnings: Ashley's childhood and her view on financial independence[07:39] Ashley's career prestige on bagging rare opportunities and connections[15:00] The ladder leaning on the right wall: Ashley's transition from medical to real estate[19:39] Just dumb luck? Craig delves deeper on Ashley's intro to house-hacking[29:31] Zeona and Ashley discuss on exploring the challenges of house flipping[36:39] Ashley went on the intricacies of investing in multifamily properties[44:41] On taking action and education: Ashley's words of wisdom for starters[46:56] Ashley's wit takes it to the Final 4!Affiliate Links:1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2 3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link: https://www.kqzyfj.com/click-100586418-139200665. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink: beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link: https://pricelabs.co/users/sign_up?referral=7GlSXn8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

It's the time of the year to wrap things up for 2022! Throughout the whole year, we are graced with such amazing personalities each week on the show. However, in this episode, the show gets its unique spin as our hosts take over! On triumphs and setbacks, they are covering every key takeaway of their year-round adventure.In this year-end special of Invest2FI, we get to put our real estate portfolios to rest to sit back and reflect with our very own “The FI Guy”, Craig Curelop, and “Z-Money”, Zeona McIntyre as they venture on a vision quest for the upcoming year of 2023.Vision questUnique spinOn triumphs and setbacksHe wanted us to cover something you know, what goals we had in 2022. what went well, what didn't go so well and then talk about what we are doing differently in 2023. PODCAST HIGHLIGHTS[03:23] Zeona and Craig look back on their journey as BiggerPockets writers[06:31] On the state of real estate: Zeona imparts her real estate takeaways year-round 2022[13:26] Zeona's proud moment on her triumph on BiggerPockets and public speaking[16:12] A chronological account of  Craig Curelop's 2022 milestones[23:34] Craig pays tribute to his journey of successes and mishaps as a realtor![27:30] Being lost in track: Zeona talks about her current “low” moment[36:32] The vision quest: Bringing the silver lining of 2022 to 2023! Affiliate Links1. Fill in your Airbnb stash of knowledge! Check out Zeona McIntyre's “Airbnb Investing” Facebook group for a supportive circle and weekly webinars  https://www.facebook.com/groups/airbnbinvesting2. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months. www.rentredi.com — CODE: INVEST2FI3. Kaplan Real Estate Education (we have the recording as well)They can go to the website https://www.kapre.com/  & use our CODE - Invest2 4. AirBnB Hosting course - This course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here: https://www.stepbystepbnb.com/a/2147508384/zG79Sujh5. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more: https://www.kqzyfj.com/click-100586418-139200666. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using this link: https://personalcapital.sjv.io/zaMMqx7. Beyond PricingAutomated dynamic pricing solutionFree 30-day trial: beyond.sjv.io/b3XBN9  8. Price labs - is a Revenue Management for Vacation RentalsGet $10 off from your first bill: https://pricelabs.co/users/sign_up?referral=7GlSXn9. Rethink the Rat Race - Air BnB courseGet a discounted price for the course: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

It is likely to be known that one of the essences of building a business is problem-solving!  Started in 2015, a man with extensive sales experience in the healthcare sector turned the accommodation needs of travel nurses and other clinicians into a profitable opportunity. Providing reasonable and comfortable accommodation, he learned and studied to do things differently in his real estate game.Our very own “The FI Guy” Craig Curelop, and “Z-Money” Zeona McIntyre, are accompanied by Jesse Vasquez, a game-changer in the real estate industry. In this episode, Jesse, who specializes in medium-term rentals, works with placement agencies such as medical placement agencies (travel nurses) and has renters who are paying as much or even more than short-term rentals in the same area. Medium-Term Rental, or MTR, is an emerging market in the real estate scene. Its thriving future is an asset to look forward to. Want to know more? Stay tuned until the end, as there is no better episode to get first-hand tricks from the expert than this episode of Invest2FI!PODCAST HIGHLIGHTS[05:24] Jesse narrates his real-estate plunge upon seeing the need of medical professionals[10:21] Utilizing OTAs to build a sustainable and long-term business[27:08] Deep and not wide: Jesse shares tips on how to analyze market demands[30:40] What are Jesse's thresholds on looking for his potentially profitable property?[37:55] Return of Investments? Jesse addresses the uncertainty of doing it differently[45:10] The Final 4: Questions that dive into Jesse Vasquez's words of wisdom! Affiliate Links1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2 3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link: https://www.kqzyfj.com/click-100586418-139200665. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink: beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link: https://pricelabs.co/users/sign_up?referral=7GlSXn8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

If your money mindset is always focused on negativity, you cannot eliminate those blocks that hinder you from achieving financial freedom. Dave Mason chose to focus on the positive side of making money, which unlocked many thriving opportunities in his career. In this episode, he talks about running a thriving real estate business in the United States while living in Israel. Dave delves into his private equity deals, the levers he had to change in life to overcome debt, and what it takes to gain a positive net worth. He also shares tips on earning through real estate syndication, how cost segregation works, and what it means to be an accredited investor.Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2  3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link:https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink:beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link:https://pricelabs.co/users/sign_up?referral=7GlSXn 8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink:https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

Many people in the industry start their real estate investing journey later in life. However, this episode's guest got her start in high school. Getting hooked from helping her mother's real estate career, Dominique Gunderson had an early start in the industry. Now, she is a real estate investor and owner of Gunderson Homes. She joins Craig Curelop and Zeona McIntyre to share with us how she found financial freedom through real estate. She talks about working for a real estate agent at seventeen, getting her license at eighteen, moving to wholesale real estate, and transitioning to flipping. Dominique's journey is a colorful one, having been in the industry early. Follow along to this conversation as she imparts some of the lessons she learned across every stage and avenue in her real estate career. Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2  3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link:https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink:beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link:https://pricelabs.co/users/sign_up?referral=7GlSXn 8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink:https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, “self-directed IRAs” enable owners to invest their retirement savings into alternative asset classes.   In this episode, Kevin Kaylakie speaks with Henry Yoshida, CFP®, founder and CEO of Rocket Dollar, Inc. They provide a brief … Continue reading Latest Trends in Retirement Plan Distributions With Henry Yoshida (Ep. 27) →

Many who pursue a real estate career want to get out of the limiting corporate space and write their own success stories. This mindset pushed Bailey Kramer to invest in this space even before graduating college. Now, he manages short-term rentals across four states. He joins Craig Curelop and Zeona McIntyre to share how he started in multi-family, tried fix and flip, and did long-term rentals before becoming an Airbnb host. Bailey talks about how acquiring an old lake house allowed him to generate huge profits from bookings even without putting proper marketing plans in place. Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2  3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link:https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink:beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link:https://pricelabs.co/users/sign_up?referral=7GlSXn 8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink:https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

As cliché as it sounds, the only thing that is ever truly constant is change. Bearing this in mind, the only way we can take control of the situation is by preparation. And in a changing market, nothing beats having multiple tools in your tool belt to face the changes head-on. Craig Curelop and Zeona McIntyre invite a very timely guest who can provide us with one of those: creative finance. In this episode, Nathaniel Smith, a pharmacist and real estate investor, takes us through his journey of achieving financial freedom through seller financing. He dives deep into his deals, both big and small, and gives us a peek into how he negotiates terms. Emphasizing the importance of relationships in this industry, Nathaniel then shares insights on working with sellers, partners, banks, and, most importantly, mentors. A changing market is surmountable with creative thinking. Let this conversation guide you in navigating the ups and downs of this industry. Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website -https://www.kapre.com/ and use our CODE - Invest2  3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here:https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link:https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink:beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals- Get $10 off from your first bill. Link:https://pricelabs.co/users/sign_up?referral=7GlSXn 8. Rethink the Rat Race - Air BnB course- Get a discounted price for the courseLink:https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/

As cliché as it sounds, the only thing that is ever truly constant is change. Bearing this in mind, the only way we can take control of the situation is by preparation. And in a changing market, nothing beats having multiple tools in your tool belt to face the changes head-on. Craig Curelop and Zeona McIntyre invite a very timely guest who can provide us with one of those: creative finance. In this episode, Nathaniel Smith, a pharmacist and real estate investor, takes us through his journey of achieving financial freedom through seller financing. He dives deep into his deals, both big and small, and gives us a peek into how he negotiates terms. Emphasizing the importance of relationships in this industry, Nathaniel then shares insights on working with sellers, partners, banks, and, most importantly, mentors. A changing market is surmountable with creative thinking. Let this conversation guide you in navigating the ups and downs of this industry. Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website - https://www.kapre.com/ and use our CODE - Invest2 3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here: https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.Link: https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialLink: beyond.sjv.io/b3XBN9 7. Price labs - is a Revenue Management for Vacation Rentals-Get $10 off from your first bill. Link: https://pricelabs.co/users/sign_up?referral=7GlSXn 8. Rethink the Rat Race - Air BnB course-Get a discounted price for the courseLink: https://invest2fi--rethinktheratrace.thrivecart.com/remote-airbnb-management/Love the show? Subscribe, rate, review, & share! invest2fi.com

Wealth building can be ten times more exhausting if you measure it against the successes of others. Slaving away to grow that number can take out the feeling of freedom you wanted in the first place. This episode's guest is light years ahead, maturity-wise, letting her journey simply be for herself and to do the things she loves. Ali Garced joins Craig Curelop and Zeona McIntyre to share her journey to financial independence, from the military to real estate. She tells us about her first property, becoming a landlord, and dealing with bad tenants. Ali eventually upped her real estate game and purchased more properties, going into short-term and medium-term rentals. Moving further, she then shares how she transitioned from investor to agent. Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website - https://www.kapre.com/ and use our CODE - Invest2 3. AirBnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here: https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialbeyond.sjv.io/b3XBN9Love the show? Subscribe, rate, review, & share! invest2fi.com

Are you looking to get started in real estate investing? You might learn a thing or two from today's guest. Ashley Kehr is a real estate investor and the host of BiggerPocket's Real Estate Rookie Podcast. Her real estate journey started when she began looking into ways to build her wealth and gain financial independence. In this episode, she chats with Craig Curelop and Zeona McIntyre about how she found, funded, and closed those first deals that led her to pursue real estate and achieve the financial freedom she always wanted. They discuss finding the right partner to fund deals, different ways to purchase properties, and tips on diversifying your portfolio to create a more secure future long-term. Learn how to define your financial goals, and don't miss the golden nuggets from Ashley's story by tuning in to this episode. Affiliates1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website - https://www.kapre.com/ and use our CODE - Invest2 3. Air BnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here: https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialbeyond.sjv.io/b3XBN9 Love the show? Subscribe, rate, review, & share! invest2fi.com

Want to know how today's guest doubled her cash flow by switching from long-term to medium-term rentals? Sarah Weaver is a coach, speaker, real estate investor, and entrepreneur. She joins Zeona McIntyre for a deep dive into their book, 30-Day Stay: A Real Estate Investor's Guide to Mastering the Medium-Term Rental. Sarah has found success investing and managing medium-term rentals, but that wasn't always the case. In this episode, she shares her journey, her mindset going into deals, and different strategies that help her close them. The two also delve into property management, creative financing, furnishing, tenant relationships, and their experiences with medium-term rental properties. Plus, learn about Sarah's retreat for investors, where she encourages them to live their life and enjoy the reaps of their investments. Tune in to this jam-packed episode to learn more about Sarah's journey and get useful tips! Affiliates!1. www.rentredi.com and use our CODE: INVEST2FI to get 50% off on their first 6 months.www.rentredi.com — CODE: INVEST2FI 2. Kaplan Real Estate Education (we have the recording as well)They can go to the website - https://www.kapre.com/ and use our CODE - Invest2 3. Air BnB Hosting courseThis course is designed to walk you step by step from purchasing a property, setting it up to rent, to becoming an AirBNB SuperHost.You can register FREE COURSE here: https://www.stepbystepbnb.com/a/2147508384/zG79Sujh 4. Rocket Dollar - Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with "checkbook control." Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.https://www.kqzyfj.com/click-100586418-13920066 5. Personal Capital - Financial Software and Wealth Management. You get $20 Dollar when using the link belowhttps://personalcapital.sjv.io/zaMMqx 6. Beyond PricingAutomated dynamic pricing solutionFree 30-day trialbeyond.sjv.io/b3XBN9Love the show? Subscribe, rate, review, & share! invest2fi.com

If you think you have no money to start investing in multifamily real estate, but you have a retirement account, then you are dead wrong!! There are legal ways to get checkbook control over your retirement funds and begin putting that money to work!!Our guest Dan Kryanowski serves as the Executive Vice President of Business Development and Marketing at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the real estate community.He is an active real estate investor and fundraiser who specializes in leveraging Self-Directed accounts - SDIRA and Solo 401(k) to create a diversified real estate portfolio yielding double-digit returns.He specializes in self-storage investments, multi-family, and hard money residential property loans. He has personally raised millions of dollars from family offices and individuals and empowered his partners to raise seven-figures on multipleYou can find out more about our guest “The Rocket Man Storage King” and how you can Rocket your Dollar by visiting www.rocketdollar.comSPECIAL OFFERS FOR OUR LISTENERS:For anyone interested in using the great service Groundbreaker provides, we have an amazing offer for you. Just type "HSQUARED" into the "optional Note"  section on the demo form to get 10% off your first 3 months.https://groundbreaker.co/Find out how to access your retirement funds tax-free and receive a free book!!https://book.eqrp.co/hsquaredcapital/Published: Jul. 29, 2020

Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets.With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game to change the narrative and make HERstory known.Being a true contemporary journalist branded for our time, WTFintech also offers a newsletter, YouTube Channel, and a podcast covering the evolution of FinTech with a focus on innovation and inclusion. Tired of hearing one-dimensional stories from the same “pale, male, and stale” voices that dominate the space, Nicole is bringing stories of diverse leaders.Through her podcast, Nicole has interviewed numerous industry leaders like Shark Tank star Kevin O'Leary, Rishi Khanna from StockTwits, Flori Marquez from BlockFi, Henry Yoshida of Rocket Dollar, and more. Like Nicole, most of her guests were outsiders to the world of Fintech—but now they're making their mark on it.In today's episode, Nicole takes us through her journey from reporter to creator. Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content to create a new financial system that gives equal access to everyone.Tune into this jaw-dropping conversation to hear all about:(1:38): What exactly defines a success story? (5:41): Coming to terms with perspective.(7:22): Beginnings into the fintech industry.(10:25): How the pandemic changed outlooks on life.(14:12): People follow people, not institutions.(22:59): Taking a spin at different leadership companies.(29:08): The power of responsibility(36:43): Attracting the next-gen talent & telling a meaningful story.(46:20): When two worlds collide.(50:48): Resonating to crypto & analyzing why it is the way it is.(56:20): Moving mountains in community and charitable giving.Resources WTFintech? on WorkweekWTFintech? on YouTubeHumans of Fintech Podcast Nicole Casperson on Twitter Nicole Casperson on LinkedIn ExchangeETFs ConferenceFuture Proof Festival Fintech is Femme - September 21, 2022 - The Village East Theater

On today's show we answer questions straight from the listeners with some help from Rocket Dollar's Henry Yoshida.   Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 

  In this episode of Cash Flow Pro, we talk with Dan Kryzanowski, capital advisor at BV capital and Founding Vice President of Rocket Dollar. Dan is originally from Scranton, Pennsylvania. His dad was a high school principal, and his mom was a social worker. He was on the traditional investment route when he found himself at a wedding with other investing men and learned about flipping houses and using your retirement dollars.   Dan now lives in Austin, Texas, and has raised millions of dollars across multiple channels, including accredited investors, family offices, and investment advisors. He specializes in niche segments, such as industrial and self-storage, complimented with a deep knowledge of tax-advantaged investing.      In this episode, we discuss:   First steps to investing with IRA Self-directed IRA, SEP IRA & the solo 401 K HQRP Nu Opening a Roth IRA Perks of a physical asset   Let's find out how to use our retirement money for passive income!   Find your flow, Casey Brown   Resources mentioned in this podcast: https://bvcapitaltx.com/ https://www.rocketdollar.com/ https://www.linkedin.com/in/danielkryzanowski/

In this week's episode, we go to our Office Hours where Henry answers questions submitted by you, our listeners. When speaking to our audience members, it becomes clear that many folks have similar questions about our accounts, alternative assets, and how a Rocket Dollar account can help you reach your retirement goals.Have you ever thought about what happens when you contribute to a Roth IRA after you turn 59 1/2? What about some good place to park short-term cash in self-directed IRA accounts or what position should you start your portfolio at?All of those questions are answered and more in this week's Office Hours.

Everyone wants a comfortable retirement. Passive investing is one tool you can use to ensure you spend your retirement years doing what you love, but there are ways to make your 401k work for you in the meantime! Today's guest is Dan Kryzanowski, an active capital raiser, equity owner, and passive investor generating double-digit yields and lower taxes via commercial real estate. His investment portfolio includes more than 2,600 storage units, over 1,500 apartment units, and dozens of industrial infrastructure properties. Dan has personally raised millions of dollars from accredited investors and family offices and is the Founding Vice President of Rocket Dollar, unlocking the $10 trillion pool of untapped retirement assets for the alternative investment community. He previously led commercial real estate initiatives for GE Capital in Mexico and South America, and his superpowers include self-storage and self-directed accounts. In this episode, Dan outlines the steps necessary to unlock your untapped retirement assets and explains how a self-funded IRA or solo 401k can give you the same flexibility and access to capital as your piggy bank checking account, plus so much more! Make sure not to miss today's insightful episode with Dan Kryzanowski, who is considered a pro when it comes to advising you on how to invest your retirement dollars into real estate for big gains!Key Points From This Episode:What Dan's connection is with Scranton, Pennsylvania.Insight into his time at GE Capital, which he describes as a “dynamite experience.”Why Dan is considered a knowledge leader when it comes to self-directed accounts.Some of the obstacles people encounter when using their retirement accounts to invest.Outlining the steps necessary to unlock your untapped retirement assets.How your self-funded IRA or solo 401k can give you the same flexibility and access to capital as your piggy bank checking account.What Dan has learned from working with accredited investors and family offices.Why he believes that investors are more interested in cash flow versus appreciation.The trend away from value add into development and the returns that self-storage offers.How you can benefit from investing in the community in the town you grew up in.How Dan is preparing himself and his business for future recessions.A key insight from Dan's discussions with over 500 investors: small dollars, small mistakes!Advice Dan would have given himself five years ago: don't act like a lawyer if you're not one.Links Mentioned in Today's Episode:Dan Kryzanowski on LinkedInDan Kryzanowski on TwitterBV CapitalRocket Dollar — Coupon Code: DKRYZANOWSKIVertical Street VenturesPassive Income Through Multifamily Real Estate Facebook GroupPeter Pomoroy on LinkedInPeter Pomeroy Email

Ep. 563 Why Industrial and Self-Storage Will Remain Strong For The Next 5+ years!Dan Kryzanowski is a serial revenue driver and active alternative asset investor. Prior to joining Rocket Dollar, Kryzanowski led new initiatives, partners, and teams across multiple startups and Fortune 50 companies, including General Electric and Merrill Lynch. He also serves as an advisor to entrepreneurs and executives across the FinTech worldand self-storage industry. In addition, Kryzanowski is a certified Project Management Professional, and a graduate of GE's exclusive Experienced Commercial Leadership Program. He also serves as the Corporate Board President of Hugh O'Brian Youth Texas Capital Area. Kryzanowski graduated from the Wharton School of the University of Pennsylvania and has an MBA from Thunderbird, graduating with distinction (top honors). He resides in Austin with his wife and son.   Stay tuned and listen to how Dan Kryzanowski shares his knowledge on Why Industrial and Self-Storage Will Remain Strong For The Next 5+ years!   [00:00 - 05:26] Sponsors Get 20% on Raise if You Use Your Retirement Dollars in My Next Deal using your retirement dollars in your next deal. This can help sponsors get about 10-20% of their raise. The solo 401k is a powerful tool for sponsors because it allows them to defer taxes and generate high yields. Sponsors should go talk to a lot of people before investing in a deal, as the market has changed and preferences have shifted. Investors still want some appreciation in their investments, even in an inflationary environment. Classing a class B can provide this   [05:26 - 10:54] Delaware Statutory Trusts Can Help You defer taxes The benefits of a Delaware statutory trust (DST), which is a type of trust that allows property owners to sell and take the appreciation without paying taxes on the gain. Many DSTs are portfolios that contain different properties, which can provide diversification and low-to-mid single-digit returns. As an LP, it's important to be aware of when a DST expires and to get moving on selling the property as soon as possible in order to avoid paying taxes.   [10:54 - 16:11] Storage Industry Continues to Grow The industrial fund closed on four properties in four Q last year, allowing the company to enter the California student housing market at a favorable cap rate Storage is now a natural extension of the housing experience, with demand for RV and boat storage increasing Specialized storage is becoming more popular, with high-end facilities catering to those with high incomes and multiple properties"   [16:12 - 19:34] Closing Segment   Reach out to DanSee links below  Final words Tweetable Quotes   "Once again, you on property, You own and operate today. So what's your options. You can keep on owning and operating or you can sell. Now, if you sell, you generally have two options.A of course you pay your taxes or you own and operate property. B pretty much the same. It's just a different property. Now in the middle. I like to say per se as well, I don't want to own an operate, but I want to maintain the tax benefits.  - Dan Kryzanowski  ----------------------------------------------------------------------------- Connect with Dan Kryzonowski on LinkedIn.   Connect with me:   Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Dan Kryzonowski: My suggestion I've seen this play out time and time again, is that in your communication to your investors, to your prospects, one sentence saying, did you know, you can use your retirement dollars in my next deal? That alone from my experience sponsors tend to get about 10 to 20% of their raise.   [00:00:17] Dan Kryzonowski: Whether it's through an STI rate with the legacy custodian or solo 401k. And of course that ties to rocket dollar very powerful, especially as more folks are moving self-employed for better or worse. The solo 401k is pretty exciting   [00:00:29]   [00:00:40] Sam Wilson: Dan Kryzanowski is a capital raiser equity owner and LP investor generating double digit yields and lower taxes, but via commercial real estate, he's currently bullish on Texas commercial real estate, industrial self storage, and 10 31 and Delaware statutory trust.   [00:00:56] Sam Wilson: Dan, you're a wicked smart dude. I'm lucky to have you on the show. Thanks for coming on.   [00:01:00] Dan Kryzonowski: Sam. It's great to be here. And if the calendar's right, I think I was originally a number 44. So thank you for bringing me back. And I think today may actually be my 44th birthday. So, Hey, how about that? Hopefully there's something.   [00:01:11] Dan Kryzonowski: Well, look   [00:01:11] Sam Wilson: at that number 44 on your 44th birthday. That's right. Yeah. You came on the show January 12th, 2021. So it's been, yeah, that was 500 and something episodes ago. Tell me, what's happened here in the last, almost year now.   [00:01:27] Dan Kryzonowski: Yeah. I think high-level, and I was at a CEO conference here in Austin and one of the gentlemen on stage so that, Hey, in 2021, people were buying and in 2022 people are shopping and this extends everything from going to the supermarket cause inflation to I think our world.   [00:01:44] Dan Kryzonowski: And I think it's, in some ways it's a great thing. In some ways it's a challenge. So for fellow sponsors and hybrids on this call, realize. You're not the only game in town and somebody, if they are interested, your buddy that you worked with for 20 years at corporate, he or she is now listening to multiple podcasts, going to a few shows, talking to multiple sponsors, doing the diligence.   [00:02:03] Dan Kryzonowski: So just throwing a deal out there and thinking, ah, if you build it, they will come. Not as much. So, I always think it's what education, what can you play into, are you, have you listened to your audience? Your investors in the past, year and a half. And then what are you bringing them down to fulfill their needs?   [00:02:18] Dan Kryzonowski: So I feel this in all walks of life, but especially here in our real estate of passive investing world,   [00:02:24] Sam Wilson: man, I'd say it's absolutely true. The number. I feel like the investor conversation has changed. For me, I don't know, I probably have 15 investor calls. And it's changing, the preferences are changing.   [00:02:36] Sam Wilson: You're right. I'm hearing that more and more. It's like, oh, Hey, I've talked to X, Y, Z. You're like, they're shopping, I'll hear, eight to 10, we're talking to eight to 10 sponsors figuring out what's out there as well. They should, as limited partner, I encourage that. Go talk to a whole bunch of people.   [00:02:47] Sam Wilson: You may find you hate what I do. And I don't want you in my deals. If you hate what I do, you may find that I have bringing something unique to the table that you really find valuable. So I want you to, I want this to be a win-win, but they are shocked. And the other thing I think I've seen here recently, maybe you can attest to this is people are shying away from the appreciation play and really hunting for just cashflow go in.   [00:03:08] Sam Wilson: And I hear that across the board. Have you seen that?   [00:03:10] Dan Kryzonowski: I have, and we in that spirit at the, we recognize that, especially with inflation, creeping up, A lot of folks said, Hey boy, I'd love to get, I love to know I'm going to get a win for a year and then let's see where the world plays out.   [00:03:23] Dan Kryzonowski: So, typically a development multi-family is three to five, three to seven years through this feedback we have DV said, Hey, how about we chop it up to a stage one and stage two. And as a thank you to our current investors, we paid upwards up to 20% on money for up to a year on the stage. The, once again, listening to your investors, this is what was valued.   [00:03:43] Dan Kryzonowski: Now that said that we feel a lot of them are going to roll the principal and interest into the second stage. But I giving folks, Hey guys, you want to hop off the train or you want to wait a year and come on the train. I think investors prefer the sort of optionality. And once again, if you have the scale and you do your diligence to legal, et cetera, it's something you can provide your initial.   [00:04:01] Sam Wilson: Now stage one versus stage two, or are you talking about on a development deal where there may be no potential cashflow early?   [00:04:10] Dan Kryzonowski: Yeah. So think of generically called stage one, the land, almost a land loan per se age, two's going to be your typical development. And this can be your, development multi-family or maybe it's lots.   [00:04:21] Dan Kryzonowski: And you're say you're putting the pipes underground and the people come and purchase a lot. Both of these we've seen pretty attractive at least here in time.   [00:04:29] Sam Wilson: Right. Yeah. That's really intriguing. Yeah, you're absolutely right. I think that's something that providing that options, providing those options for your investors.   [00:04:36] Sam Wilson: And we've seen that also just in class shares. That's become a big thing is to class a class B do you want to clip the coupon? Do you want to clip the coupon with upside, but take a smaller clip? What's that look like? Tell me, what are you guys investing in right now in BV cap?   [00:04:51] Sam Wilson: And then maybe if you can give me a, some color to that as to what you guys are doing to protect against inflation, but also just protecting us market risk.   [00:04:59] Dan Kryzonowski: Yeah. So one thing, kind of in the spirit of our parents stock bond portfolio, we at BV feel. There's still a similar want and need that folks want some appreciation.   [00:05:11] Dan Kryzonowski: And that at times folks want a portion of their portfolio. That's a little more predictable. So, for example, and frankly, we haven't even market this. We have a triple net industrial portfolio that pays a monthly distribution. I like to say it's wonderfully boring. Cause guess what? You write a check.   [00:05:26] Dan Kryzonowski: And every month the check comes in the mail and it's a great way to also mutually know. Right. To the point that we have up to, close more than a half dozen investment advisors have actually trusts us with their client money. If you've ever been through that route, it's a hell of a lot of due diligence and everything else, just even have that conversation.   [00:05:43] Dan Kryzonowski: So that was a pretty good proof point. Yeah. Separately. We've had some stuff with sizzle on the multifamily side that we feel is going to be a good historically has been a 20 plus IRR, whether it's in student housing, Of course housing. And what I think is unique is I call it the mid point between doing a 10 31 and just painful taxes today.   [00:06:03] Dan Kryzonowski: There's many folks. In all stages of life, that own a few properties, whether it's inherited, they've had it forever and they want to probably get rid of some of that. Why as well, they want to cash in, or they're just like, Hey, this is a 1940s build. It's just tired of operating it. There's turnover. Or my time tenant is moving out.   [00:06:23] Dan Kryzonowski: Now's a good time to break Frank's. I don't want to pay high taxes in a place like Texas. So, one thing I think that's unique that we're looking into is. DST. So a Delaware statutory trust and lay person's terms is think if you have a property called property a is probably at a gain, you can sell, take the appreciation, move it to property B.   [00:06:42] Dan Kryzonowski: Okay. It's kind of the same logic that you're owning enough. Or you can pay the taxes, pay a pretty heavy tax. Now in the middle, if your goal is to defer, you can do that. So there's a saying called swap tea drops. Some people they say, ah, they never going to pay and I'm going to take it to the grave.   [00:06:57] Dan Kryzonowski: And part of my legacy, part of my planning for the next generation, that's what a DST can provide. Now that said. What rubs me a little bit wrong as an LP is a lot of these DSTs are only four or 5%. This is all in, not just a prep and I'm like, something just doesn't smell, right. It seems like pretty high in fees and everything else.   [00:07:14] Dan Kryzonowski: Not saying this isn't good product. But , in good faith, I think an operator could pay double digit returns on a DST and still have a healthy return for them for the time and effort to go into it. So, summing up on that, and this is all feedback from our investor base is folks ahead, I'm selling something.   [00:07:30] Dan Kryzonowski: I don't still want to own it. I might take out a little, a few hundred thousand for myself, but the rest I want to defer, let me think about a bit more three to five years. I think at DST particularly a property with double digit returns is going to be a pretty solid niche for the second half of this year.   [00:07:44] Dan Kryzonowski: In the next few years.   [00:07:45] Sam Wilson: How does a DST differ from a 10 31?   [00:07:50] Dan Kryzonowski: And I'm not the all I'm at, I'm not the CPA, the lawyer expert, but the as explained to me is that once again, you on property, You own and operate today. So what's your options. You can keep on owning and operating or you can sell. Now, if you sell, you generally have two options.   [00:08:07] Dan Kryzonowski: One of course you pay your taxes or you own an operate property. B pretty much the same. It's just a different property. Now in the middle. I like to say per se as well, I don't want to own an operate, but I want to maintain the tax benefits. Right? You could go into a DST, many DSTs are a. Usually a portfolio and there's different reasons behind that that generally pay low single digits or mid single digits overall.   [00:08:35] Dan Kryzonowski: But once again, what they are selling is, Hey, here's a diversified portfolio and you're not paying taxes. So, folks that main goal is I want to defer taxes. That's the attraction of the DST now also. What I think is cool historic. They said it's been a portfolio. There's a lot of fees baked into it.   [00:08:51] Dan Kryzonowski: Like anything, the curtains getting pulled off the wizard of Oz per se. And I think it's becoming time like, Hey, here's a pretty slick property that frankly, if I just had cash on the side, I may even consider, it might be a mid-teens IRR for example. So anyways just cool little niches, I think are out there for as, going full circle as folks continue to shop per se.   [00:09:09] Dan Kryzonowski: This is something I think too, not just us, but you know, investment advisors folks that play that role for their families should become a little more aware of   [00:09:17] Sam Wilson: is the DST set up by your firm and then multiple people can in pin roll their properties into the single DST, or is it a DST, each individual sets up and they then roll into your   [00:09:32] Dan Kryzonowski: there's some paperwork and there's folks that are.   [00:09:34] Dan Kryzonowski: Experts that have been around the block a few times , for example, if we at BB go down this route, we're going to partner with there is some paperwork, probably for a different discussion of, for today's call. It has to be completed. But one thing I would be aware of there is a timeline, there is kind of these windows.   [00:09:49] Dan Kryzonowski: That it's much like a 10 31 where it can't be, Hey, we sold the property and X days ago, and there's three days to go before I have to pay taxes. You have to get moving a little bit sooner. So, as I just spitball this in conversation, folks are saying, well, yeah, I'd like to sell maybe may, maybe June.   [00:10:05] Dan Kryzonowski: These are conversations I had back in April and March, even. So people are, I think they're aware at least that if they want to defer taxes, you really have to start thinking a good few months ahead. So I compliment, you and our community for sharing this on the podcast. So this is now kind of something that people do in their mental checklist as they look at their.   [00:10:25] Sam Wilson: Right. No, I think that's great. That's absolutely great. Tell me, what are you guys? What are you guys investing in? I know you, you do industrial multifamily and you even mentioned student housing. What are you guys doing right now to find opportunity at BV?   [00:10:38] Dan Kryzonowski: Yeah. So, the benefit being boots on the ground in Texas for many years, particularly in the two largest cities Dallas, Houston is we tend to find some pretty good off market opportunities and I get it, it's a buy high, sell higher, but I think it would be shown over the decades is certainty of execution.   [00:10:54] Dan Kryzonowski: For example, our industrial fund we closed on four properties in four Q last year. So we also have that ability. Something a little unique I think we can all pick on our California friends here. They weren't as versed in student housing. Let's just say occupancy was comically low.   [00:11:10] Dan Kryzonowski: We have the ability to come in at a great, very favorable cap rate. Which in turn we share those benefits. So those are a few things, sorry. That was my I, they call it my birthday buzzer that went off, sorry to scare you there on the backend. Otherwise it's something you didn't mention, but you know, folks that know me I'm still extremely bullish on self storage and why is that?   [00:11:29] Dan Kryzonowski: I feel storage is now it's a natural extension of the housing experience. So when I say housing, living, living in the 21st century, a few things on that. So, historically we can joke storage was for stuff that we really didn't need or, kind of the crap as they would say, what it's changed into.   [00:11:49] Dan Kryzonowski: I think in COVID show this as folks know, like, Hey, if I can even find an extra bedroom, I'm paying at least a grand in rent or sitting in Austin, it could be in the hundreds of thousands of a house. So with that in case I don't want to feel like a truly hoarding, I want to use storage. And it's not just for the Christmas tree it's it could be for your kids.   [00:12:07] Dan Kryzonowski: Winter clothes can be for your tax documents, some pretty important stuff here. That's becoming whether it's literally at a storage facility or onsite, say I have an apartment complex or something that you consciously build that. In your garage, but most people aren't going to go through that effort.   [00:12:19] Dan Kryzonowski: They're going to defer cause it's still a pretty favorable cost. So with that, I still think there's a very healthy appetite for storage. There's also specialized storage for folks of higher income. Think of the Tesla crowd pick your zip code. With six figure income plus there's many of these.   [00:12:33] Dan Kryzonowski: So they call it a very exclusive man-cave. One of my buddies said he couldn't say that his lawyer said he couldn't say that, but, frankly, there's some of that out there. So there's a whole bunch of types of storage that go into it. And, I think it really comes down to, is folks want to declutter even today, some folks might say shit, I can't have.   [00:12:49] Dan Kryzonowski: A crib in the background. Cause my, my newborns and I was six years old, things like that. So it leads into storage. So I think it's kind of a natural extension of especially as cultures are emerging too, folks want to do this. Not just even climate controls, you're talking for boat are B, we talked about the Tesla, the fun storage, a lot of folks are refurbing.   [00:13:08] Dan Kryzonowski: Think of the Kmarts, the Woolworths of the world. They're being referred to the storage project being in the middle of the country. So, yeah, a lot of folks it's becoming a natural, I think, way of life in the 21st century. And I don't think people are already crazy stuff that some of the stories, as I said, it's just folks get used to it.   [00:13:23] Dan Kryzonowski: They get used to it at a price point. You check in every three to six months to move some inventory for your personal and you go from there.   [00:13:31] Sam Wilson: Yeah. And I think you bring up some really interesting nuances. I think the storage space that most people aren't considering, and you call it specialized storage.   [00:13:40] Sam Wilson: And certainly we're seeing that demand on the RV and boat storage side of things. It's. It's insane. Just from the delivery side alone, they had no place to put them, but I also think it's interesting how you clearly said look the days of just storing piles of useless clothes in general.   [00:13:57] Sam Wilson: I think those are not behind us. Cause everybody there's still going to be days of piles of useless junk, but it's also it's changing. It is becoming smaller homes. People move into the tight, tighter spaces. And like you said, if it's a few hundred grand for an extra bedroom that you're not going to use, why not just get a rough storage unit for a hundred bucks a month?   [00:14:15] Sam Wilson: Okay. We can put all our tax documents and our Christmas trees and all our other random stuff in there. One of the, one of the storage, specialized storage things that I've looked at and obviously not invested in, but I think it's really interesting. Have you seen those like high class, like you call a man-cave, but they also make them, they make them for boat and RV storage where they're actually selling the.   [00:14:35] Sam Wilson: So they, they build this super swanky facility, with wash bays and clean out this and detailed crews and everything else. And they sell you your man-cave. So they'll maybe build 200 units and sell them each off their, the parcel amount and make actually sell them by the unit, create an HOA, basically for the storage facility.   [00:14:51] Sam Wilson: That's specialized storage   [00:14:53] Dan Kryzonowski: is definitely specialized storage. Yeah. I know it's out there and it'll continue to be in, certain zip codes for sure. Yeah, for   [00:14:59] Sam Wilson: sure. And I think that's a really, just a a neat way to look at that know there's lots of runway there for a variety of reasons.   [00:15:06] Sam Wilson: I think that's the other thing that people have said in the storage market all along is that no matter what the economy, there's reasons that people want stories. So it's either up-sizing downsizing, changing life, changing careers, moving it's always in fashion. What are you guys doing right now to take advantage of the the kind of the market dynamics that surrounds.   [00:15:27] Sam Wilson: Yeah.   [00:15:27] Dan Kryzonowski: For me, like a lot of us on the call, I'm a hybrid. I have a, fortunately I've built up a pretty sizeable retirement accounts, self-directed accounts, solo, 401k, food storage. We've had some myself as an LPN investor and those that I've introduced over the years. So I've had some, I'd say pretty sizable and attractive exits and like anything, every few years I call it the next generation of storage, whether somebody is up and coming or they're coming from some recent exits in multi-family.   [00:15:53] Dan Kryzonowski: Folks that are long, maybe, call it two to six facilities, but their goal is to get to 20. So, so far, so good. I've probably invested with four, I'd say newer folks to the semen storage and whether it's development, we're on track for development, or if it's a value add, it's pane out as it's supposed to be at the moment.   [00:16:11] Dan Kryzonowski: So, I'm excited and it varies, some folks are doing strictly. Everything's automated from when you book there's no humans in any way, shape or form. Are there folks are a little more old school. And then as we talked about kind of the luxury storage, that's just kind of a really unique fund model that I still think has tremendous upside.   [00:16:29] Dan Kryzonowski: Yeah,   [00:16:30] Sam Wilson: absolutely. Now BB capital also invest in multifamily is that. Yeah. The backbone   [00:16:35] Dan Kryzonowski: of BV historically isn't multifamily is a bit more DFW total exits of over 250 million to date. So, and it's been a good mix of, as I alluded to before our student housing, workforce housing, some development, some value add I think the new thing once again, just Texas is still real boots on the ground state.   [00:16:54] Dan Kryzonowski: We do have a lot of folks with the BD logo. So we found. Even in this market, the needle in the haystack of a piece of land that's, I don't want to say pennies on the dollar, but less than a dollar, which is a minor miracle these days. Right. We can do stuff with it. We found a track over a hundred acres in Galveston there.   [00:17:11] Dan Kryzonowski: I think the only one out there, a lot of folks want a second house. I want a beach. So it's a little things like, Hey, as an investor, in addition to getting double digit returns, how about you on first look at buying one of these plots. That's very important to some folks. So, we've done some really strong surveys.   [00:17:25] Dan Kryzonowski: Obviously a lot of one-on-one some more exclusive events with 20 or so folks and. We're going to hop across the states of the large cities for that to really get feedback. And that's what we'll, that's, what's kind of led outside of the fund to our our single asset offerings over the past year.   [00:17:42] Sam Wilson: Got it, man. That's fantastic. Dan, we're almost out of time here, but I've got one last question for you for people that know you well, they know that you've got extensive background in the self-directed IRA space. What do you see as the number one opportunity for capital raisers in the self directed IRA?   [00:17:59] Dan Kryzonowski: My suggestion I've seen this play out time and time again, is that in your communication to your investors, to your prospects, one sentence saying, did you know, you can use your retirement dollars in my next deal? That alone from my experience sponsors tend to get about 10 to 20% of their raise.   [00:18:16] Dan Kryzonowski: Whether it's through an STI rate with the legacy custodian or solo 401k. And of course that ties to rocket dollar very powerful, especially as more folks are moving self-employed for better or worse. The solo 401k is pretty exciting. So yeah, I just think that, and also for folks that are thinking of JV and Koji pain with.   [00:18:34] Dan Kryzonowski: Your old corporate money. This is a great pocket of money that frankly you can't touch anyways without paying taxes for a while. So take advantage of it now. Anybody with any questions just ping me on LinkedIn. LinkedIn is great. Say you heard it here and we'll have a chat.   [00:18:50] Sam Wilson: Awesome, Dan, and that's my last question here for the show is if we do want to get in touch with you, what's the best way to do.   [00:18:55] Dan Kryzonowski: Yeah, LinkedIn is great. And then I joke, if you can spell it, you can get it. And we'll get you a few pennies off of your rocket dollar. And for fellow sponsors out there I'm happy to share my VIP code, so, please reach out one alone.   [00:19:06] Sam Wilson: Awesome, Dan, thanks again for your time today. It was great to have you back on the show.   [00:19:09] Dan Kryzonowski: great seeing you brother.   

This recording is from Fintech Nexus USA (formerly known as LendIt Fintech USA) held at the Javits Center in New York City on May 25-26, 2022. It is from the track: Real-Time Payments: How Fintech is Not Waiting for the Fed - Sponsored by Visa and is titled: Real-Time Payments, Data, and Cards: The Game-Changing SMB Dashboard. Speaking at this session are Barry Spain, Tribal Credit, Hany Fam, Markaaz, James Celli, LoanPaymentsPro,  with Moderator: Mike Panrarella, Rocket Dollar.

Saving up for retirement doesn't always mean working double shifts or having other jobs. Sometimes, all you need is knowledge on how to use your retirement funds to build a new source of income - rental properties.  In this episode, Brendan Walsh joins me and discusses how you can use your retirement funds as an investment for a rental property.  Stay tuned!  Key Takeaways: [02:34] Getting to know what Rocket Dollar is and How did Brendan start working with that company? [06:33] Two types of IRA and how it can affect your desire to start real estate investing. [10:46] Timeframe of when you'll get access to your IRA funds [14:45] Brendan discusses the structure of Rocket dollar's services.  [25:22] Does Rocket Dollar provide advisory services? What are factors that may affect a good deal? [37:15] Is there a secret in choosing properties that will provide massive equity and long-term revenues to you?  [39:36] Brendan elaborates on prohibited transactions and the importance of practicing diligence with IRAs.  Guest Resources: Website - https://www.rocketdollar.com/ LinkedIn - https://www.linkedin.com/in/brendanmatthewwalsh Show Links:  Living Off Rentals YouTube Channel - https://www.youtube.com/c/LivingOffRentals Living Off Rentals Facebook Group - www.facebook.com/groups/livingoffrentals Living Off Rentals Website - www.livingoffrentals.com Living Off Rentals Instagram - www.instagram.com/livingoffrentals

On today's show we answer questions from the listeners on Roth IRAs, HELOCs, budgeting for home improvements and more with some help from Henry Yoshida at Rocket Dollar.   Find complete shownotes on our blogs...‍ Ben Carlson's A Wealth of Common Sense‍ Michael Batnick's The Irrelevant Investor‍ Like us on Facebook‍ And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.‍

On episode 51 I talk with Henry Yoshida of Rocket Dollar. Rocket Dollar makes it easy to unlock retirement savings and helps everyone access savings to follow their dreams. Through Rocket Dollar savings can be used to fund a start-up, as a small business loan, peer-to-peer lending, buy real estate, and invest in cryptocurrency.Alternative assets have skyrocketed in the last few years, with the last 18 months seeing greater interest than ever before.Henry and I discuss some of the driving factors behind the alt boom, the definition of alternative investments, the language used to describe the accounts, why a simple fee structure works for the customers, raising capital, and a whole lot more.So without further ado, I present Henry Yoshida of Rocket Dollar. I hope you all enjoy the show and be prepared to learn:Henry's journey to Rocket DollarWhy Henry likes having Dollar in company namesLessons from his days at Merrill LynchThe definition of alternative assetsHow Rocket Dollar works with different partnersThe simplicity of subscriptionsThe education gap that exists with retirement accountsWhy calling them retirement accounts is wrongThe key drivers behind alt boomThe risky nature, or not, of altsThe growth of crypto and why is surpassed the alt definitionRecommended reading: The Sovereign Individual by James Dale DavidsonAnd much more...

Growing up, Henry believed successful people won because they knew the rules. Now he's rewriting those rules, making sure more people win when it comes to retirement investment. Retirement is a hot topic and how we invest and prepare for it is crucial. Through his company, Rocket Dollar, Henry has created a platform that lets people invest tax-advantaged retirement dollars into private alternative investments, like venture capital and crypto. Nicole and Henry talk about what it's like growing up outside the dominant culture, how he felt working in traditional firms like Merrill Lynch, and why sometimes you need to be the change you want to see. You'll hear how reflection as a fintech founder is key, why Henry believes you need to confront your own experiences in order to build solutions, and why fintech needs more transparency. Dive into this fascinating episode and meet a founder determined to rewrite the rules. Follow Henry:  LinkedIn: https://www.linkedin.com/in/henryyoshida (linkedin.com/in/henryyoshida) Twitter: https://twitter.com/henryyoshida (twitter.com/henryyoshida) You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ (https://workweek.com/brand/wtfintech/) And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

Chris Palmisano, COO and founding partner of Rocket Dollar shares his entrepreneurial story, advice on how to test your market before you deploy your new business, and more! --- Send in a voice message: https://anchor.fm/theselfemployedjourney/message Support this podcast: https://anchor.fm/theselfemployedjourney/support

Chris Palmisano, COO and founding partner of Rocket Dollar shares his entrepreneurial story, advice on how to test your market before you deploy your new business, and more! --- Send in a voice message: https://anchor.fm/theselfemployedjourney/message Support this podcast: https://anchor.fm/theselfemployedjourney/support

Join co-hosts Richard Coyne & Bill Zahller as they interview guests who left a successful career to pursue a different path on the Road Less Traveled Show! In this episode, we spend time with Dan Kryzanowski!  Dan had a great career on Wall Street and then in corporate America.  Dan left to follow a more entrepreneurial path of working in a “start-up” and now raises capital for real estate deals and is an active investor!   A bit more about Dan: Dan Kryzanowski is an active capital raiser, equity owner, and passive investor, generating double-digit yields and lower taxes via commercial real estate. Dan's investment portfolio includes 2,600+ storage units, 1,500+ multifamily doors, and dozens of industrial, infrastructure, and residential properties. Dan has personally raised millions of dollars from accredited investors and family offices and empowered his partners to raise seven figures on multiple occasions. Dan is the Founding Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the alternative investment community. Dan previously led commercial real estate initiatives for GE Capital in Mexico and South America. Dan also formerly was a trader for Merrill Lynch. Dan's “superpowers” include Self-Storage, Self-Directed accounts (Solo 401(k), SDIRA), and Scranton, PA! Contact Dan:   LinkedIn: www.linkedin.com/in/danielkryzanowski/ Email: dan@rocketdollar.com Twitter: dkryzanowski   Contact Bill Zahller Phone: 828-275-5035 Email: Bill@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/billzahller   Contact Richard Coyne Phone: 404-245-9732 Email: Richard@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/richardjcoyne   If you would like to learn more about: How Park Capital Partners connects investors with passive income-generating opportunities through real estate, Our Park Capital Value-Add Fund (a 506c fund), Our latest multifamily acquisitions, or The Park Capital Partners Foundation, Inc. (a 501(c)3 non-profit). please contact Park Capital Partners LLC in the following ways:    Website: ParkCapitalPartnersLLC.com Email us: info@ParkCapitalPartnersLLC.com Facebook: https://www.facebook.com/ParkCapitalPartners/ Linkedin: https://www.linkedin.com/company/park-capital-partners-llc/   Music by Aliaksei Yukhnevich/Jamendo. Audio and Video production by Kerry Webb.   If you would like to be a guest on our show and have a “path change” story, please reach out to Richard at Richard@ParkCapitalPartnersLLC.com.  We would love to chat with you!

Whether you're an aspiring or a current investor, you have the ability to invest in an untapped asset class. Dan Kryzanowski chats about the current trends in the real estate world, maximizing your retirement account fund opportunities, the upsides of blockchain, and portfolio diversification.WHAT YOU'LL LEARN FROM THIS EPISODE What particular asset classes can be suitable for multifamily investmentsCrowdfunding: The benefits in building your pipeline Aggregates of IRAs (individual retirement accounts)Next steps on investing your IRATips on diversifying one's asset investmentsRESOURCES/LINKS MENTIONEDG Capital: http://gcapital.com.ph/CrowdStreet: https://www.crowdstreet.com/Solo 401K: https://www.investopedia.com/ask/answers/100314/do-i-need-employer-set-401k-plan.aspUnicoin: https://unicoin.com/Shark Tank: https://abc.com/shows/shark-tankABOUT DAN KRYZANOWSKIDan Kryzanowski is a serial revenue driver and active alternative asset investor. Prior to joining Rocket Dollar, Kryzanowski led new initiatives, partners, and teams across multiple startups and Fortune 50 companies, including General Electric and Merrill Lynch. He also serves as an advisor to entrepreneurs and executives across the FinTech world and self-storage industry. In addition, Kryzanowski is a certified Project Management Professional and a graduate of GE's exclusive Experienced Commercial Leadership Program. He also serves as the Corporate Board President of Hugh O'Brian Youth Texas Capital Area.CONNECT WITH DAN Website: https://www.rocketdollar.com/learnEmail: dan@rocketdollar.com LinkedIn: https://www.linkedin.com/in/danielkryzanowski/Twitter: https://twitter.com/dkryzanowskiCONNECT WITH USGreen Light Equity Group - http://www.investwithgreenlight.com/For a list of Virtual Meetups - Email:tate@glequitygroup.comSpecial Announcement! Tate's brand-new audiobook "F.I.R.E.-Financial Independence Retire Early Through Apartment Investing" is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/

Welcome to the 5th episode of the Real Estate Milestones Podcast! In this episode, Ben Malech brings on special guest Dan Kryzanowski, expert capital raiser and real estate investor, to discuss how to take full advantage of the numerous benefits provided to alternative investors. In this episode you will learn about: - How you can use an SDIRA or Solo 401(k) to Accelerate your wealth-building potential. - What asset classes Dan is investing in and how you can join him.- Why you should consider investing in Self-Storage and Industrial Properties.- An awesome poker analogy!- And much more!If you want to learn more about Dan or connect with him, you can find him using any of the links below:Dan's LinkedIn: https://www.linkedin.com/in/danielkryzanowski/Dan's Fund: https://bvcapitaltx.com/bv-archway-real-estate-income-fund/Rocket Dollar: https://learn.rocketdollar.com/hc/en-usDKRYZANOWSKI for $50 off a Rocket Dollar accountBook Recommendation: https://www.amazon.com/gp/product/1934509779/ref=ppx_yo_dt_b_asin_title_o00_s00?ie=UTF8&psc=1Thank you for tuning in! I look forward to seeing you next week!Music Credits: Sweeter Vermouth Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/Support the show (https://www.patreon.com/dreamchasers_ix)

A good way to achieve passive income is to get into alternative investing. Maybe you know someone who's interested in private equity. Or maybe you want to get into self-storage or some other form of real estate. There is a lot of ways to raise capital, you just need to form your network and build trust with them. Join your hosts Craig Curelop and Zeona McIntyre as they sit down with Dan Kryzanowski. Dan is a capital raiser, equity owner, and LP investor. Listen to how his journey into alternative investing started at a wedding. Find out how he got into private lending and self-storage. Learn the difference between a GP and an LP. And, know more about Rocket Dollar. Listen to today's episode and start getting into alternative investing today!Love the show? Subscribe, rate, review, & share! invest2fi.com

Before we begin this show, be sure to check out this week's sponsor CityVest, the #1 platform where physicians and other high-income earning professionals can go to get access to institutional private equity real estate deals. Also, be sure to hit the like, subscribe, and notifications bell so that you can get the latest up-to-date podcast releases from the channel. In this week's podcast, we interview Dan Kryzanowski of BV Capital and Rocket Dollar. We discuss: 1. How his career progressed from Wall Street to the SelfDirected space? 2. How accredited investors invest their IRAs, once they have the freedom to invest in anything they want 3. What Dan learned from speaking to over 500 sponsors/syndicators in 18 months? 4. What is the most surprising investment you've heard of someone making, and do you think it's going to pay off? As well as: • Investing in Alternative Assets • Niche commercial real estate (Land, Industrial, Self-Storage) • “No Taxes” & “More Money Faster” • 21st Century Diversification Bio: Dan Kryzanowski is an active capital raiser, equity owner, and passive investor, generating double digit yields and lower taxes via commercial real estate. A graduate of the University of Pennsylvania Wharton School, Dan's investment portfolio includes 2,600+ storage units, 1,500+ multifamily doors, and dozens of industrial, infrastructure, and residential properties. Dan has personally raised millions of dollars from accredited investors and family offices, and empowered his partners to raise seven-figures on multiple occasions. Dan is the Founding Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the alternative investment community. He previously led commercial real estate initiatives for GE Capital in Mexico and South America. Dan's interests include self-storage, and self-directed accounts (solo 401(k), self directed IRA's). He can be reached at www.BVCapitalTX.com

"I'm actually very surprised the structure and amounts of financial advisor bonuses have never been outed broadly in the mainstream in the last 10-20 years." Henry Yoshida"When you look at the marketplace here, there's about $14 trillion in IRAs, $33 trillion overall in retirement accounts in the US." Henry YoshidaWhy are financial advisors more likely to quit on a Friday before a 3-day holiday week? How much do finanical advisors at the top tier wirehouses actually make? How are their bonuses calculated? With decades of financial advisor experience under his belt, Henry Yoshida outs the secrets of the world of financial advisors on The RazReport. How they plan their moves from one wirehouse to another, how they manage and grow their customer base, and how they monetize their network. "Just so you know, when you start at McDonalds and you're 16, you don't even start on the burgers, you start by cleaning the kitchen. You don't actually cook any food. That's a promotion." Henry Yoshida"People introduce me as a FinTech entrepreneur. I think of myself probably much longer as a financial advisor" Henry YoshidaTune in to listen to the world of financial advisors, lucrative profit margins and the war of AUMs (assests under management).Episode Summary:On this episode of The Raz Report, Jason Raznick speaks with Henry Yoshida, Co-Founder and CEO of Rocket Dollar. Before Rocket Dollar, Henry was the founder of venture capital-backed robo-advisor fintech platform, Honest Dollar which was later acquired by Goldman Sachs.Yoshida started out his career as as an intern under Bill Clinton one term after the "most famous intern in history." Eager to learn to the rules of money making and after his family had a bad experience with a financial advisor, Yoshida started working for BoA Merrill Lynch as a financial advisor with a focus on 401k and retirement funds.After a decade of experience and surviving 2 financial crises, he he quit BoA Merrill Lynch and started his own investment firm, MyGroup which was then acquired by CAPTRUST.Now at Rocket Dollar, Yoshida manages ~$0.5 billion in retirement funds with a 20 people team and helps everyone access savings to follow their dreams.Hosts:Jason RaznickTwitter: https://twitter.com/jasonraznickSign Up to Benzinga Pro today to receive most exclusive interviews, news and stock picks fast!https://pro.benzinga.com/Click here for more episodes of The RazReport.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Support this podcast at — https://redcircle.com/the-raz-report/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Julie is joined by Henry Yoshida, Co-Founder/CEO of Rocket Dollar (alternative investment retirement account) to discuss:- the company Henry founded prior to Rocket Dollar, Honest Dollar (3:13)- the impact of COVID on Rocket Dollar (7:35)- if alt. investments are that risky (9:10)- the types of alt. investments Rocket Dollar clients invest in (11:52)- the potential for a cap on tax-free gains (15:41)- common misconceptions of alt. investments (20:07)New episodes every Monday and Thursday!For daily updates on the fintech space sent right to your email, subscribe to the FTT Newsletter HERE.For a more in-depth breakdown and analysis of the fintech space, subscribe to the premium newsletter, FTT+, HERE.Follow us on Twitter:FTT - @fintechtoday_Julie - @julieverhage[Theme Song Credit]

In This EpisodeWhat is a self-directed IRA? How do I set up a self-directed IRA?What are the rules for investing via a self-directed IRA?What benefits exist for using a self-directed IRA?How sponsors benefit when passive investors use a self-directed IRAGuest Info:Dan Kryzanowski is the Executive Vice President of Business Development at Rocket Dollar. Dan has a diverse background as an investor, mentor, speaker, and author across the Family Office, FinTech, and Real Estate communities. At Rocket Dollar, Dan has niche expertise in alternative investments and self-directed IRAs with over $100 million in assets transferred. He speaks 2 languages and is a graduate of The Wharton School at the University of Pennsylvania. Contact Info:dan@rocketdollar.comRocketdollar.comRocketdollar.com/learnUse code DKRYZANOWSKI for $100 off your subscription with Rocket DollarResources our Guest RecommendsThe Greatest Salesman in the World by OG Mandino (book)True Prosperity by Yehuda Berg (book)Mastering the Rockefeller Habits by Verne Harnish (book)The TB12 Method by Tom Brady (book)John Manes, CEO of Pinnacle Storage Properties -- Dan was interviewed for episode 1 of The Storage Investor Show [Listen here]Christina Alvino, Owner of FineView MarketingAbout The Storage Investor Show:This show is about finding, funding, and closing self-storage dealsACTIVE investors will learn how to close self-storage deals and avoid mistakesPASSIVE investors will learn how to qualify deals, markets, and self-storage sponsorsDownload our self-storage pros and cons guide hereSUBSCRIBE so you don't miss an episode!

This week we're joined by Dan Zitofski and he's a pro at advising people on how to invest those retirement $$$ into real estate for big gains. It can be confusing knowing which processes work and which don't... not to mention the laws that oversee them. If you're retired and looking to invest your money smartly, then this episode will not only give you some new ideas, but it will also provide clarity on which is the best investing route for your personal situation. You do NOT need to just invest in traditional methods such as stocks and brokerage accounts. This is perhaps the only investment opportunities you'll see offered by certain institutions... but this doesn't mean it's the only method for someone in your position.  Dan Kryzanowski is a serial revenue driver and active alternative asset investor. Prior to joining Rocket Dollar, Kryzanowski led new initiatives, partners, and teams across multiple startups and Fortune 50 companies, including General Electric and Merrill Lynch.He also serves as an advisor to entrepreneurs and executives across the FinTech world and self-storage industry. In addition, Kryzanowski is a certified Project Management Professional and a graduate of GE's exclusive Experienced Commercial Leadership Program. He also serves as the Corporate Board President of Hugh O'Brian Youth Texas Capital Area.Join us this week and strengthen your knowledge of investing with your retirement dollars. If you have any questions about this topic then drop them in the comments below and we'll be happy to advise. KEY TAKEAWAYS1. You don't need to just invest in traditional accounts such as stocks and brokerage accounts. This is perhaps the only investment opportunities you'll see offered by certain institutions... but this doesn't mean it's the only method for someone in your position. 2. Taking out money from your retirement will NOT create penalties and fees. This is a common misconception. 3. A custodian is someone who will look after your money and make sure you're on the right path with legal compliance. 4. LPs - if you're not a general partner or sponsor on the deal (not taking the ownership equity and making decisions) you can invest in anyone's deal by working with a custodian. 5. You can't invest in your brother or your sister's deal. There are complicated rules so make sure you speak to a professional and get proper advice.6. Spread your assets across various risk level portfolios so you've got a nice mix of high returns with high risk and lower returns with lower risk.  LINKShttps://www.linkedin.com/in/danielkryzanowski/https://www.crunchbase.com/person/dan-kryzanowskihttps://twitter.com/dkryzanowski

Passion First Podcast Episode 017, Season 2: Dan Kryzanowski- Increase Your Retirement Dollars Through Syndications Published Date: 05/05/2020Guest: Dan Kryzanowski is an active real estate investor and fundraiser, leveraging Checkbook Control Self- Directed accounts - SDIRA and Solo 401(k) - to create a diversified real estate portfolio yielding double-digit returns. He specializes in self-storage investments, multi-family, and hard money residential property loans. Dan has personally raised millions of dollars from family offices and individuals and empowered his partners to raise seven figures on multiple occasions.Contact Info and links:Use your retirement funds with Rocket Dollar to invest in startups, funds, real estate, & more.  You will maintain all the benefits of a typical retirement account.  Visit Rocket Dollar's Knowledge Base to learn more or signup online using code DKRYZANOWSKI for up to $100 off today! https://app.rocketdollar.com/signup?coupon=DKRYZANOWSKI& Email/Phone: dan@rocketdollar.com / 512.779.0843 Book Recommendations: - The Greatest Salesman in the World by Og Mandino- link- Mastering the Rockefeller Habits by Verne Harnish- link Halo Group- Real Estate Advisors: https://linktr.ee/HaloGroupREYouTube: http://bit.ly/YouTubeAustinHartleyInstagram: @AustinJamesHartleyPodcast: The Success ScienceLinkTree: https://linktr.ee/AustinjHartleyWebsite: https://www.halogroupre.com/ 

In most cases, retirement money is squirreled away, untouched until its owner comes of a certain age, but the thing with that is that money could be used a whole lot more productively. The primary case of this is with real estate, where retirement money can be put in and invested, even if you're not quite ready to dip too much into your retirement fund. Dan Kryzanowski is an active real estate investor who also work at Rocket Dollar. Joining Scott Carson, Dan talks about self-directing your investments, the podcast, his interest in self-storage investments and how you can invest in some large projects using the Rocket Dollar self-directed IRA or solo 401(k) if you are self-employed and some specials for opening a new account. 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 Pinterest

In this episode, Hall welcomes back Henry Yoshida Founder and CEO of Rocket Dollar Inc. Rocket Dollar was founded in 2018 with the belief that retirement is changing. They believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. Rocket Dollar makes it safe, simple, and fast for people to take control of their retirement savings. Henry is a successful entrepreneur and an experienced angel investor. He was the founder of the venture capital-backed robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs), and MY Group LLC (acquired by CAPTRUST), a $2.5 billion assets under management investment firm. He was a Merrill Lynch Vice President, and proudly serves as a Central Texas Angel Network Partner, Techstars + Capital Factory mentor, and NextGen Venture Partner. In this episode, we catch up with Henry and what he has been up to since our previous episode. Since we last spoke, Henry has been progressing his business and spending most of his time on the entrepreneur operator side of things. He shares some of his investing experience with both the best and worst experiences he has encountered and shares what he ultimately thinks is key- balance. In a startup, you have to come to work and you have to execute every day, but there's always a limited lifeline for every startup by definition until it's no longer a startup.  

Dan Kryzanowski is an active real estate investor and fundraiser, leveraging Self- Directed accounts - SDIRA and Solo 401(k) - to create a diversified real estate portfolio yielding double-digit returns. He specializes in self-storage investments, multi-family and hard money residential property loans. Dan has personally raised millions of dollars from family offices and individuals, and empowered his partners to raise seven-figures on multiple occasions. Dan serves as Executive Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the real estate community. He is also a Capital Partner for Pinnacle Storage Properties and Corporate Board President for Hugh O'Brian Youth Central Texas. Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America. During this show we discuss… What securing your retirement with ‘unlimited' investment options is about How to secure your retirement with unlimited investment options About self-directed solo 401k The benefits of using a self-directed solo account for your retirement investment Tax advantages attached with the self-directed solo account Why you should handle your self-directed solo account online 3 dos and don'ts of a self-directed solo account How powerful self-directed IRA's are in a retirement plan The smartest way to invest in crypto currency with a self-directed IRA account Leveraging a retirement account with non-recourse finance The types of self-directed accounts you should invest in The best investment strategy to get others to invest in your business How to help others invest in your business using retirement accounts with no penalties

Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. Henry was the founder of venture capital backed robo-advisor retirement plan platform Honest Dollar[acquired by Goldman Sachs], was the founder of MY Group LLC[acquired by Captrust], a $2.5 billion assets under management investment firm, and a Merrill Lynch Vice President. Henry has many retirement industry accolades over his career. Henry is a Certified Financial Planner and was a finalist for the ASPPA/NAPA 401(k) Leadership Award and was recognized as a finalist for Plansponsor Magazine's Retirement Plan Adviser of the Year. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, Inc. Magazine, and Financial Times. He is extremely passionate about FinTech innovation in wealth management and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters. About The Project EGG Show: The Project EGG Show is a video talk show that introduces you to entrepreneurs from around the world. It is broadcast from studios in Metairie, Louisiana to online platforms including YouTube, iTunes, Google Play, Spotify and Stitcher, and hosted by Ben Gothard. Our goal is to give you a fresh, unscripted and unedited look into the lives of real entrepreneurs from around the globe. From billionaires to New York Times best selling authors to Emmy Award winners to Forbes 30 Under 30 recipients to TEDx speakers – we present their real stories – uncensored and uncut. Subscribe To The Show: https://projectegg.co/podcast/ Get Access To: 1. Resources: https://projectegg.co/resources/ 2. Financing Solutions: https://projectegg.co/epoch/ 3. Payment Solutions: https://projectegg.co/sempr/ 4. Services: https://projectegg.co/resources#services 5. Courses: https://projectegg.co/resources#courses 6. Software: https://projectegg.co/resources#software 7. Book: https://projectegg.co/resources#books --- Support this podcast: https://anchor.fm/projectegg/support

Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio In this episode the host John Siracusa chats with Henry Yoshida fintech founder with successful exits, fintech investor, founder and the CEO of Rocket Dollar.    Tune in and Listen.   Subscribe now on iTunes, Google , Stitcher, Spotify and iHeartRadio to hear next Tuesday's episode with Tal Kol from Orbs.   About the host:   John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

Alrighty alrighty alrighty, welcome back to the Fire Show, Austin's podcast about entrepreneurship. In this episode, filmed over at Funded House 2019, which I'll go into detail at the end, I sit down with Chris Palmisano, COO + Brooke Borden, VP Strategy & Finance at RocketDollar, a platform which allows anyone to self-direct the investments of their 401(k). Now, you know that I don't cover startups on The Fire Show. I interview experts to share strategies and tactics founders, creatives, and ambitious people like yourself can use. This episode is super interesting because before Chris and Brooke started at Rocket Dollar, they were angel investors in the company. So, we impromptu decided to do an interview were we cover what angel investors look for in startups. Many of you listening might right now or later be pursuing angel investment for your idea, so check out this episode in its entirety. This interview was filmed at Funded House, a brand new, immersive experience for post-seed stage startups and Venture Capitalists to connect IRL. We launched it during SXSW this year, and it was a great success! If you want to watch any of the live interviews we did, check out MediaTech Ventures on FB. Before I go into the side, Check it out on my youtube page, Not That Moby. I'm going heavy into making videos, especially parody videos about startups and podcasts. Boom!

In this episode we catch up with Dan Kryzanowski, EVP of Business Development and Marketing at Rocket Dollar about his background and all the great things they have going on at Rocket Dollar!