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On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisors about the future of financial literacy. He invites listeners to email questions for the panel (paul@paulmerriman.com) and then dives into ten wide‑ranging listener questions that benefit investors of every age and stage.What you'll learnAdding QQQ to the 10‑Fund “Ultimate Buy‑and‑Hold” portfolio: upside vs. hidden downside.Toughest markets Paul has faced—from the 1966–1981 whipsaw to the 1987 crash—and the timeless lessons they teach.Global diversification in 2025: 50/50 vs. 70/30 U.S./international and why volatility, not return, drives the decision. Table B4, Table B3a and Table B3bSmall‑Cap Value vs. S&P 500 performance: 1975‑1999's 5 % premium, 2000‑2025's 2.6 % edge, and what it means going forward.Avantis + DFA split for deeper diversification (cost, holdings, tracking error).Risks of an all‑Small‑Cap‑Value portfolio and when a worldwide all‑value approach makes more sense.Using DFA International Small‑Cap Value (DFISX) inside a 403(b) for a Two‑Fund strategy.Vanguard STAR vs. Vanguard Wellington: balanced‑fund showdown and why Wellington's 60/40 mix wins in the long run.Rebalancing at age 62: tax‑smart moves, asset‑location tactics, and simplifying with target‑date or balanced funds.Anatomy of the Ultimate Buy‑and‑Hold strategy: 10 equity asset classes, why it started in 1994‑95, and how four‑ and two‑fund variations stack up. Sound Investing Portfolio Returns (1970-2024) 50/50 and Sound Investing Portfolio Returns (1970-2024) 70/30Paul backs every takeaway with real‑world data—from DFA, Avantis, Vanguard, and Russell indexes—illustrating how disciplined asset allocation can tame the brutal drawdowns that crush performance when investors chase recent winners. You'll hear why trend‑following protected clients in 1987, how dividends rescued returns in the 1966–1981 “go‑nowhere” market, and why low‑cost indexing plus global value exposure remain his bedrock recommendations.Got a question for Paul's hourly‑advisor panel? Email it before July 31 and help shape the conversation on transparent, client‑first advice.Listen now to sharpen your strategy—whether you're building wealth, 20 years from retirement, or fine‑tuning a 50/50 portfolio in your 60s.
In this episode, Christian Rodwell welcomes Chris Spratling—seasoned entrepreneur, advisor, and author of “The Exit Roadmap: The Insider's Guide to Selling Your Business Profitably.” With over 30 years' experience in scaling, buying, and selling businesses, Chris shares vital insights on preparing for a successful business exit, maximising value, and planning for life beyond the sale.Key Topics & TakeawaysChris's Background & Relationship with WealthBuildersOver 30 years' experience in business exits and scalingLongstanding collaboration with Kevin Whelan and the WealthBuilders communityThe Seven Pillars of Wealth & Business as a PillarImportance of integrating business, property, and intellectual property in wealth strategiesUsing SSAS pensions and commercial property for long-term planningWho Chris HelpsFocus on ambitious SME owners (turnover £2M–£30M)Chalk Hill Blue's approach to scaling and preparing businesses for exitWhy Most Business Owners Struggle to Exit Successfully80% of personal wealth often tied up in the businessLess than 20% of businesses listed for sale actually sellCommon pitfalls: overestimating value, lack of preparation, misunderstanding buyer motivationsStages of Preparing for a Business ExitSeller Readiness: Clarifying motivations, financial needs, and post-exit plansBusiness Readiness: Building value through 10 key drivers (growth, scalability, recurring revenue, differentiation, reduced reliance on individuals/customers, strong processes, etc.)Process and Systems: Importance of automation, AI, and streamlining tasks to ensure business runs without the ownerQuick Wins for Business OwnersAssess current financial position and retirement gapUse Chalk Hill Blue's free Exit Readiness Survey for personalised feedbackFocus on one or two value drivers for immediate impactThe Role of AI and AutomationEmbracing AI for efficiency, productivity, and future-proofing business operationsReal-world examples from Chris's clients and his own accountancy practiceFamily Business TransitionsImportance of education and tailored succession planningCreating freedom and options before selling or stepping backTimeline for Selling a BusinessRealistic prep: 2 years to get “sale-ready,” plus 9–12 months to complete a saleMost deals involve staged payments and handover periodsFinding Buyers and Structuring the DealImportance of assembling a deal team (IFA, tax, legal, corporate finance)Different exit routes: trade sale, management buyout, employee ownership trust, family office, etc.Creating competition to maximise sale priceLife After ExitPlanning for the “next chapter” to avoid post-sale regret or loss of identityPractical TipsStart exit planning early—ideally at least 2 years in advanceFocus on building recurring revenue and reducing reliance on the ownerUse automation and AI to streamline processes and increase business valueEducate and engage the next generation for family business continuityAssemble a strong advisory team for the exit processResources MentionedGrab a copy of Chris Spratling's book: “The Exit Roadmap: The Insider's Guide to Selling Your Business Profitably” Check if you are you truly ready to exit. Take the Exit Readiness Survey It's a free, personalised exit readiness report.Contact Chris:Chris Spratling on LinkedinChris Spratling WebsiteWT103 - Employee ownership trusts w/ Chris BuddWT38 - The 8 Drivers Of Business Value - Richard PerryConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform
Before you invest in a franchise, you NEED to hear these warnings!
In this episode, Christian Rodwell sits down with insurance expert Josh Munt to explore the often-overlooked world of insurance for property investors, business owners, and professionals. Josh shares practical tips, common pitfalls, and actionable strategies to ensure you're properly covered—without overpaying or leaving yourself exposed.Key Discussion PointsJosh's Background & Core Audience:20+ years' experience as a specialist insurance brokerFocus on property professionals and commercial clientsWhy Insurance Matters:The real purpose: making sure claims are paidWhy underinsurance is so common (76% of UK buildings are underinsured)Most Common Mistakes:Incorrect Rebuild Values:Many insure for market value, not rebuild costRebuild values have risen sharply post-COVID; regular reviews are essentialTools and affordable surveys for accurate valuationsTenant Type Disclosure:Changing tenants (e.g., from office to restaurant or social housing) alters riskNot notifying insurer can lead to denied claimsIgnoring Policy Conditions:Most skip reading policy wordings—key is to check ‘endorsements' or ‘conditions' sectionsFailing to meet conditions (like property inspections) can void coverPremiums vs. Cover:Why focusing solely on the cheapest premium can backfireImportance of tailoring cover to your real risksBenefits of Using a Specialist Broker:Tailored policies for unique risksWide market access and claims assistanceSupport for both property and business insurance under one roofInsurance Tips for Business Owners:Insure for loss of income, not just propertyConsider all eventualities: liability, legal expenses, cyber risksAdvice for Solopreneurs & SMEs:Cyber insurance is crucial for online businessesManual trades need robust liability coverProfessional indemnity for service providersWays to Lower Insurance Costs:Self-insure for small risks and increase excessBundle multiple properties under one policy for savings and simplicityFinal ThoughtsInsurance may not be the most exciting part of wealth-building, but as Josh explains, it's one of the most critical. Failing to declare something or reviewing your cover too late could cost thousands. With the right advice, you can ensure you're covered properly, avoid costly mistakes, and potentially save money in the long run. As a special bonus, Josh is offering a waived admin fee for WealthBuilders listeners who mention the podcast when they enquire.Resources mentioned in this episodeYour admin fee is waived! Simply mention WealthBuilders when you enquire to Insurance Desk.LinkedIn: Josh MuntConnect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:
In this inspiring Member Spotlight, Christian Rodwell talks to Bimbi Fernando, a transplant surgeon who joined WealthBuilders Academy in February 2021. Bimbi shares his journey from financial insecurity during the COVID-19 pandemic to achieving financial independence in 2024. He discusses the catalysts for change, the asset classes he focused on, the importance of education and community, and how he's now using his experience to build a purposeful legacy.Key Topics CoveredCatalyst for Change: How the COVID-19 pandemic and personal experiences highlighted the need for financial security and protection for loved ones.Choosing WealthBuilders: The journey from property education to discovering the WealthBuilders community, and the support received from Kevin Whelan and Christian Rodwell.Financial Independence Roadmap:Moving from financial insecurity (despite a well-paid job and existing properties) to security and then independence.Leveraging property, investments, and innovative financial tools (e.g., Director's Loan ISA) to build multiple streams of recurring income.Education and Support:The crucial role of education in understanding and managing risk.Value of coaching and accountability—special mention to Bimbi's Wealth Coach, Manish Kataria and the WealthBuilders community.Protection and Legacy:Revisiting wills, setting up trusts and powers of attorney to protect family and assets.Vision for purposeful retirement and building an “Institute of Kindness” to make a wider impact. Practical TakeawaysStart with Education:Don't underestimate the value of learning and community support in your wealth-building journey.Diversify Income Streams:Combining property, investments, and innovative financial products can accelerate your path to independence.Plan for Protection:Ensure you have up-to-date wills, trusts, and powers of attorney in place as part of your financial plan.Leverage Community:Accountability and support from mentors and peers can make the journey less lonely and more effective.Purpose Beyond Independence:Achieving financial independence opens doors to legacy projects and giving back, such as Bimbi's focus on kindness and purposeful retirement.Final ThoughtsBimbi's story is a testament to the power of education, community, and taking action. For anyone considering starting their own journey, he encourages weighing the risks of inaction against the benefits of joining a supportive network like WealthBuilders. If it's important enough, you'll find a way to make it happen. Resources mentioned in this episodeBimbi Fernando's book on Kindness 'The Forgotten Compass: Discover the Life Secret to Allow You to Flourish Beyond Your 50s'Click here to know more about the Wheel of WealthConnect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform
Financial freedom is the dream of many professionals—but few achieve it as strategically and successfully as Dr. Christopher H. Loo, MD-PhD. In this episode, Chris shares his journey from physician to early retiree at 38, diving deep into the mindset and investment tactics that led him there.Along the way, we explore the importance of passive income, building multiple streams of income, and how real estate investing during the 2008 crash set Chris on a path to lasting wealth. He also discusses the power of digital entrepreneurship, creating a personal brand, and how index funds investing can create long-term security—even for high-income professionals like physicians.If you're searching for a roadmap to early retirement, wondering how to create time freedom without sacrificing your profession, or want to escape the rat race through smart financial decisions, this interview gives you answers and insights. Chris's experience bridges the gap between ambition and action, offering solutions that align with what freedom-seekers are looking for in today's economy.
When markets get messy, only the well-prepared thrive. In this episode of the Vinney and Beau Show, hosts Vinney (Smile) Chopra and Beau Eckstein bring real talk about navigating today's shaky real estate environment. With multifamily deals drying up and cash calls on the rise, they share how savvy investors are pivoting from speculation to strategies built on steady cash flow and smart leverage. Get ready to take notes as they dive into:
This week Nicola and Di are back with the third episode of our monthly financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and is a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. In this conversation we chat about how to manage your money wisely at every age and every stage of your life. Roger goes through each generation from Gen Z, to Millennials, to Gen X, to Boomers and what you might need to focus on or consider when it comes to your finances for that stage of your life. Regardless of where you’re at in life, Roger recommends having a wealthing account. Entirely separate to a savings account, this account is where you focus on building wealth. As he suggests, a great financial habit to start is to pay yourself first into this account Roger talks about the benefits of taking some risks when you’re younger, why he thinks spending a lot of money on a wedding isn’t the best financial decision, why starting a side-hustle and being entrepreneurial is a great idea if you’ve got the drive and why paying down your mortgage first can make good financial sense. We also weigh up the pros and cons of investing your money in an investment property versus a private credit fund. Roger gives us solid ways of being able to make those decisions by making sense of and evaluating the true returns you’re getting on any investment you’re making. As always, this episode was full of so much valuable information and we’re so glad to be able to bring you these conversations with Roger where we are learning so much. We hope you are too. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcastsSee omnystudio.com/listener for privacy information.
How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he's used for 35 years to deliver long-term wealth for clients. Wellum walks us through: How to identify durable and great businesses in the right industries Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively The power of compounding and tax deferral (the Buffett formula in action) When to sell a stock, from mistakes to overvaluation to better opportunities How he sizes positions, builds portfolios, and navigates market hype with discipline Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:13 - The 6-Point Trigger: How Rocklink Decides to Buy 8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation? 11:19 - Cash on the Sidelines or All-In? Rocklink's Stance 16:13 - Pulling the Plug: The Exact Moment Rocklink Sells 24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By 37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods 44:37 - Mastering Market Psychology: Keeping Fear in Check Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #ValueInvesting #StockMarket #FinancialFreedom #LongTermInvesting #WarrenBuffett #PortfolioManagement #Compounding #InvestorMindset #MarketDiscipline ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Todd Dexheimer dives into the current shaky economy and explores both the pros and cons investors should be aware of. While uncertainty in the market can feel intimidating, Todd breaks down why real estate remains a powerful and resilient investment—even when conditions aren't perfect. He shares key factors to consider before making a purchase, emphasizing the importance of doing your research, knowing your numbers, and understanding the fundamentals of a strong deal. Todd reminds listeners that smart investing doesn't stop when the market gets tough—it just requires sharper strategy. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...
What if you could access the strategies of top hedge funds—without the high fees or long lockups?Bob Elliott, Co-Founder and CEO of Unlimited Funds, is at the forefront of democratizing access to hedge fund strategies through transparent, liquid, and cost-effective ETFs. He explains how their technology replicates hedge fund returns and positioning in real time, enabling retail investors to access similar return profiles.The discussion also explores portfolio resilience, the risks of over-diversification, the evolution of alternative investments, and how the ETF wrapper benefits investors in terms of fees, taxes, and liquidity.Learn more about Unlimited Funds: https://unlimitedfunds.comWatch the full YouTube interview here: https://youtu.be/S3Y_ddU4aCE And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Welcome to another insightful episode of Wealth Talk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Karen Williams, book mentor and founder of Librotas, who helps coaches, consultants, and business owners turn their ideas into impactful books that elevate their authority and attract new opportunities.Key Topics & Takeaways:The Real Value of a Book:Why books rarely make you rich from sales alone, but can transform your business as part of your wider intellectual property and personal brand. Who Should Write a Book?Ideal candidates, including entrepreneurs, coaches, consultants, and CEOs seeking to boost their credibility and open new opportunities. Karen's Story:How publishing her first book changed her business, and why the process is both easier and more competitive today. Unexpected Opportunities:Real-life client stories—from global speaking gigs to film projects—that started with publishing a book. Practical Tips to Get Started:Why structure and planning are essential, overcoming “blank page syndrome,” and how to avoid overcomplicating the process. The ‘Smart Author' Process:Karen's step-by-step system for moving from idea to publication, including messaging, structure, writing, feedback, editing, and launch. Publishing Options Explained:A simple breakdown of self-publishing, hybrid, and traditional publishing—plus how to choose what's right for you. Marketing Your Book:Building your list as you write, leveraging social media and podcasts, and using your network for a successful launch. The Role of AI:How tools like ChatGPT and Grammarly can support the writing and editing process—without replacing your unique voice. Karen's Free Resource:Download Karen's “9 Pieces of Content Hiding in Your Business” to help you uncover valuable content you already have. Summer Writing Challenge:Details on Karen's upcoming writing challenge, including workshops, AI training, and group writing sessions to help you finally get your book done.Action Steps:Reflect: “How would you feel if you didn't write your book?” Karen's final advice is to consider the opportunity cost of waiting.Download Karen's free resource: Get the “9 Pieces of Content Hiding in Your Business” —plus full details about the upcoming Summer Writing Challenge once they are availableLinks & ResourcesKaren Williams "9 Pieces of Content Hiding in Your Business" - Download hereKaren Williams LinkedIn: linkedin.com/in/karenwilliamslibrotasKaren Williams Facebook: facebook.com/librotasKaren Williams Instagram: instagram.com/karenwilliamslibrotasKaren Williams X(formerly Twitter): x.com/librotasConnect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform.
Chris and Amy discuss the importance of investing with Dave Simons with One Private Wealth; sports parents; AI and jobs; and the push for another award.
Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Samuel Sells, a retired Air Force officer and the founder of Impact Growth Capital. With a background in global health and over $2 billion in completed development projects across five continents, Sam now applied his expertise to one of America's most urgent challenges: the affordable housing crisis. Through innovative public-private partnerships and a $300 million impact fund, he's proving that you can generate strong returns while rebuilding communities and transforming lives.In this episode, you will learn:What the affordable housing crisis really looks like – and why public housing is failing.How Samuel structures low-risk, high-impact investments backed by government contracts and subsidies.The power of combining for-profit development with nonprofit services to help families achieve economic mobility. The unique advantages of investing in Opportunity Zones and impact-focused real estate funds.Why Samuel believes making money and doing good don't have to be mutually exclusive.And more!Tune in to discover how mission-driven investing can deliver both purpose and profit.Resources:Episode Transcript & Blog | impactgrowthcap.com | Follow Samuel: LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
Joining us today is Chris Litzler, Senior Managing Director at Marcus & Millichap, for an insider look at the current state of real estate capital markets. We dive into the world of refinancing and acquisition lending. With interest rates significantly higher than just a few years ago, most refinancing today is "involuntary." Listen in to hear Chris explain what passive investors should be looking for in real estate deals, the growing role of private credit funds, and more! If you like this episode, here are more episodes we think you'll enjoy: Ep #534 - Russ Morgan – Becoming a Better Investor: What to Pay Attention to and What to Ignore Ep #532 - David McAlvany – Recession and Reindustrialization: Investing Wisely in a Time of Transformation Ep #527 - Marcus Crigler – Real Estate Investing and Profit Retention For 2025 Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner's Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what's really driving the markets and how disciplined investors should respond. What you'll learn: What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there's no trade deal yet) Whether the Mag 7 comeback is sustainable or overhyped Why international and value stocks could outperform in 2025 The smartest way to build a bond portfolio in today's rate environment Where Bitcoin fits inside a diversified plan Why regular rebalancing beats market-timing every time Why small-cap stocks are lagging, and what that signals for the economy Stay calm, stay disciplined, and make smarter moves in a headline-driven market. Chapter:02:09 - Markets Recover, But…? 05:47 - Inflation Surprise: What Does It Mean for Portfolios? 07:28 - Bonds in Focus: High-Quality or High-Yield? 11:47 - Private Credit: Hidden Yield or Hidden Danger? 12:30 - Magnificent Seven: Still a Buy After the Bounce? 15:16 - FOMO vs Discipline: When to Rebalance 19:29 - Bitcoin's Role: Diversifier or Tech Proxy? 23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets 24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term? 28:07 - Viewer Question: How Do I Manage My Portfolio Right Now? 31:24 - Viewer Question: How Much To Set Aside If My Business Fails? 35:15 - The Big Three Next Week Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3F6XMN0 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this powerhouse follow-up episode, Jaime McKenna, President at Fengate Real Estate, returns to unpack the intersection of leadership, housing economics, and strategic foresight in times of uncertainty. She candidly reflects on navigating imposter syndrome, the true nature of financial literacy, and the real estate crisis threatening Canada's future. From affordable housing and capital flow challenges to why boring businesses often win — this episode delivers practical, hard-earned wisdom for young professionals, seasoned investors, and business owners alike.Timestamps:00:00 — Opening quote: The master in the art of living01:45 — The power of purpose and leading in male-dominated industries03:00 — Battling imposter syndrome and the myth of the perfect path05:30 — Why flexibility and awareness win in uncertain times07:00 — Moving forward in a spin cycle of rhetoric and judgment10:00 — Capital tightness and real estate development under pressure12:45 — Canada's looming housing catastrophe: What's ahead16:00 — Why Fengate shifted from condos to high-rise rental apartments18:45 — Gen Z & Millennials: Renting by choice, not failure22:00 — Real estate vs. luxury consumption: A Chanel purse lesson26:30 — Three levels of housing reform Canada urgently needs29:00 — The broken municipal approval system and hidden costs33:00 — Is now the time to buy condos? The case for discounted inventory39:00 — Investing strategies: Seniors housing, data centers, industrial space42:00 — Apartment cap rates explained — and how to win with vanilla investments49:00 — Renovate vs. build: When spiffing up isn't worth the risk53:00 — How tariffs and global instability are reshaping the market56:30 — The danger of complacency and Canada's productivity dilemma1:03:00 — Is a majority government the only way forward?1:09:00 — The final word on resilience, leadership, and gratitude for the journeyNotable Quotes:“Courage doesn't mean you know you'll be right — it means you act anyway.”— Dwayne Kerrigan“The goal isn't to eliminate problems. The goal is to upgrade the quality of your problems.”— Dwayne Kerrigan“Every square of adversity is a part of the quilt of your life.”— Jaime McKennaKey Takeaways & Resources:Adaptability Over Strength: In today's market, it's not survival of the fittest — it's survival of the most flexible.Imposter Syndrome Is Universal: Even top executives question their path. Keep building, one block at a time.Now is the Window: With capital tight and developers frozen, long-term thinkers can seize undervalued condo opportunities.Housing: From Crisis to Catastrophe: Supply is frozen while demand climbs. The next 3–5 years may be pivotal.Boring Wins: Apartments and industrial space may lack flash but offer stability and strategic growth.Real Estate ≠ Quick Cash: Real value lies in patience, planning, and resisting shiny object syndrome.Connect with Dwayne KerriganLinked In: https://www.linkedin.com/in/dwayne-kerrigan-998113281/ Facebook:
Key Takeaways: Gold = The OG Money For generations, people have used gold as a trusted way to measure value. It's like the solid rock that all other money stuff is built on — even credit and loans! Why Trust Matters in Money Money and investments work well when people trust them. If people believe something will keep its value (like a house or a bond), they treat it like it's worth more. But if trust drops, so does its value. Markets Move in Cycles The market goes through ups and downs — kind of like a roller coaster. Smart investors know when it's time to be bold (taking some risks) and when to be safe (putting money into steady stuff like gold or real estate). Watch the Clues! You can spot where the market is going by checking: Gold prices (Is it rising? That could mean people are looking for safety.) Bond yields (How much are governments paying to borrow money?) Central bank policies (Are they raising or lowering interest rates?) Stay Calm & Be Flexible The best investors don't panic. They balance their emotions and adapt when things change. Like in sports — sometimes you attack, sometimes you defend — depending on how the game's going. Chapters: Timestamp Summary 0:00 Understanding Collateral, Credit, and Commodities in Financial Systems 4:45 The Evolution of Goldsmiths to Modern Banking 5:24 Understanding Market Cycles Through Trust and Financial Instruments 8:18 Financial Cycles, Asset Trust, and Market Revaluation 11:24 Gold and Bonds as Indicators of Economic Trust 14:43 Balancing Investment Strategies Amid Market Uncertainty 24:17 Emotional Regulation and Financial Investment Strategies Powered by Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
In this episode, Dr. Preston Cherry breaks down why taxable brokerage accounts are a smart tool for building long-term wealth. While the word “taxable” might sound like a disadvantage, these accounts offer surprising benefits: flexible withdrawals, lower taxes on gains, and smart strategies like tax loss harvesting. They're also great for estate planning, giving your heirs a valuable step-up in cost basis. When used right, these accounts can play a powerful role in your financial plan.Takeaways:• Build long-term wealth• Lower tax rates• Withdrawal flexibility• Offset investment losses• Boost estate valueWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/
Join The MisFitNation with host Rich LaMonica as he welcomes Jeff Panik, a Certified Financial Planner (CFP®) and MSFS professional with nearly 25 years of experience in financial advising. Jeff shares his insights on wealth management, financial literacy, and smart investing strategies for individuals, families, and small businesses. A U.S. Army veteran, Jeff also discusses how his military service shaped his financial journey and why early financial education is crucial for success. Don't miss this deep dive into balancing living well today while planning for a secure future!
On this episode of the Deal Farm®, Kevin and Ken talk with Ladislas Maurice about how he built a life and career investing in real estate across the globe. From flipping properties in Montenegro to securing high-ROI rentals in Colombia, Ladislas shares practical strategies for international investing, residency options like golden visas, and why more North Americans are calling places like Montenegro home. Whether you're looking for lifestyle freedom or smart returns, this episode delivers real-world insights.
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. ----- Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard's Fran Kinniry joins Peter Lazaroff to break down the real opportunities, the hidden risks, and the essential considerations for investing in private markets. Listen now and learn: ► Why companies are staying private longer—and how that changes public markets ► What investors need to understand about the illiquidity premium ► Why access and manager selection are critical to private investment success ► How private equity and private credit could (or could not) fit into your retirement strategy Fran also shares his perspective on whether private assets might someday appear in 401(k) target-date funds—and what that could mean for the future of investing. Show notes and links available at thelongterminvestor.com. (00:00) Introduction to Smart Investing (02:03) The Value of Private Investments (04:30) Understanding Illiquidity Premium (06:29) The Importance of Manager Selection (09:39) Risks of Democratizing Private Equity (11:39) The Rise of Private Credit (14:18) Portfolio Construction Challenges (16:18) Current Income vs. Diversification (18:07) Allocating to Private Markets (20:34) Accessing Private Investments (22:11) Questions for Advisors (24:03) The Future of Private Assets in Retirement Accounts (28:45) Incremental Benefits of Private Assets Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
Life & Listings: Balancing Real Estate, Scaling Your Future w/ Jennifer Staats
If you're looking for a dose of inspiration and real talk about entrepreneurship, personal development, and the power of energy, don't miss this episode of the Life & Listings podcast featuring Jacopo! From humble beginnings in Napoli to flipping real estate in Miami, Jacopo shares his journey of resilience, reinvention, and inner growth. He opens up about his MPBE method—Meditation, Pre-Biohacking, and Exercise—and how it's helped him find success, health, and happiness. The episode dives into his routines, mindset hacks, biohacking tips, and why connecting with the right people is a true superpower. Play this episode now and get inspired to build your own path, create meaningful impact, and elevate your energy. “So important in each aspect of our life, we need to have a clear goal, where we are, where we want to go, and control where we want to go.” - Jacopo Key highlights: Resilience Through Reinvention: Jacopo's journey from struggling in Italy to building a successful real estate business in Miami shows the power of persistence and adaptability. MPBE: A Method for Holistic Success: His daily practice of Meditation, Pre-Biohacking, and Exercise (MPBE) is designed to elevate physical health, mental clarity, and personal fulfillment. Energy is Everything: Jacopo stresses the importance of managing energy, avoiding "energy vampires," and surrounding yourself with uplifting people. Biohacking & Self-Optimization: He incorporates tools like cold showers, breathing techniques, and wearable tech to stay sharp, energized, and in control of his health. Connection as a Superpower: Building authentic relationships and contributing to others is at the heart of his success—and he invites others to connect, collaborate, and grow. About Jacopo Iasiello: Born and raised in Naples, Italy, Jacopo's journey to success is a testament to resilience and vision. His fascination with entrepreneurship began at the age of 11, inspired by books on real estate and business. Even after his promising soccer career was halted by injury at 17, he pivoted to a path that would ultimately redefine his life. At just 18, he founded a jewelry chain that not only thrived but took him across continents in search of diamonds and gold. By 22, Jacopo had shifted his focus to real estate, becoming a trusted expert in flipping properties and cash flow management. His reputation for closing profitable deals led him to build relationships with high-net-worth individuals, gaining invaluable insights that continue to fuel his success. Through these connections, he not only transformed his business but also his mental and strategic approach. Jacopo holds a PhD in International Business Management, enriched by training with industry icons like Tony Robbins and Robert Kiyosaki. He has developed the M.P.B.E. method—Meditate, Morning, Pray, Biohacking, and Exercise—which harmonizes personal growth with financial success, allowing him to complete over 350 real estate transactions and achieve true financial freedom. Connect with Jacopo: Website: www.healthyrichandhappy.com Instagram: https://www.instagram.com/jacopoiasielloinvestorbroker/ Facebook: https://www.facebook.com/jacopoiasiellorealestate Linkedin: https://www.linkedin.com/in/jacopo-iasiello-50936244/ Youtube: https://www.youtube.com/@jacopoiasiellobroker2735 Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/
In this high-energy episode, hosts Vinney (Smile) Chopra and Beau Eckstein deliver timely insights for investors and entrepreneurs navigating today's unpredictable economy. With a backdrop of recession whispers, rising tariffs, and consumer slowdowns, the duo cuts through the noise to highlight exactly where savvy players are turning for stable, long-term growth. Whether you're a seasoned syndicator or just reevaluating your wealth strategy, this episode is packed with actionable value. Vinney and Beau dive into the economic chaos with bold clarity, offering real-world updates and recession-proof opportunities:
Brian Tibbs is on a mission to serve people by leveraging his skills and experience in building significant wealth. He is eager to hear your story and walk alongside you in your wealth-building journey. From a young age, it was evident to both Brian and those around him that he was destined to be a businessman. By the age of 26, he had already begun investing in real estate, was an executive in his father's financial services company, and co-owned a small online retail business. However, Brian felt called to a different path. Over the next three years, he married Jill Bramhall, resigned from his father's company, sold his online business, liquidated 60% of his real estate portfolio, and moved—sight unseen—to Guatemala.For the next 16 years, Brian built a team that recruited and trained 380 leaders to plant 96 churches across 11 countries. Together, they raised over $20 million for their cause and constructed more than 150,000 square feet of churches and related facilities. Despite dedicating themselves to ministry, Brian and Jill earned very little money. When calculated against their total working hours, their earnings equated to just $9.20 per hour—less than the legal minimum wage in most states.Even with their limited income, they successfully built a multi-million dollar net worth. They no longer rely on jobs to pay their bills but instead have the financial freedom to choose work on their own terms. Their modest salary forced them to develop a wealth-building philosophy that didn't depend on a high income. It was through this financial constraint that the HACKER Method was discovered and implemented, enabling the Tibbs family to achieve financial independence by Brian's 44th birthday.Although Brian has stepped away from full-time missionary work, his passion for serving others remains strong. He launched The Unexpected Investor with the singular goal of helping people who feel financially constrained transform into wealthy, powerful, and generous investors using the HACKER Method.Chapters00:00 Introduction and Current Economic Perspectives04:46 Investment Strategies in Changing Markets08:39 Brian Tibbs' Journey and Experience12:18 Key Metrics in Short-Term Rentals16:04 Navigating Airbnb's Algorithm and Reviews19:40 Regulatory Landscape for Short-Term Rentals22:41 Navigating the Challenges of Short-Term Rentals25:08 The Value of Specialization in Real Estate26:44 The Growth Potential of Short-Term Rentals27:57 Exit Strategies in Short-Term Rental Investments29:00 The Hacker Method: Building Wealth31:50 Educational Resources for Short-Term Rental Investors34:26 Due Diligence in Passive Investing36:43 Supporting Emerging Entrepreneurs37:41 Investing in Others: A Personal Touch39:02 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordseconomy, investing, short-term rentals, Airbnb, market trends, passive income, real estate, Brian Tibbs, The Hacker Method, community building
In the premiere episode of Dollars to Dreams, Tyler Hafford and Hannah Tackett break down the emotional and strategic realities of market volatility. They explore why panic-selling can derail your financial goals and why staying invested through downturns is often the smartest move. Using real-world examples and behavioral insights, they offer clear, confident strategies for navigating rocky markets and even finding opportunities amid uncertainty. Key Topics Behavioral Finance & Loss Aversion – Why emotional investing leads to poor outcomes. Long-Term vs. Short-Term Thinking – The importance of sticking to your plan and avoiding market timing. Opportunity in Downturns – How volatility can be leveraged to buy undervalued assets. Episode Index [00:01:00] – "Should I sell, buy, or just do nothing?" The episode opens with the emotional triggers of market downturns and why the panic button is rarely the correct answer. [00:02:00] – Loss aversion and fear of loss make us react irrationally—Tyler and Hannah explain how our brains work against us when the market drops. [00:04:00] – Historical perspective matters: Examples from 2008 and 2020 show that markets can recover faster than expected. [00:05:00] – Missing the best days in the market can crush returns. Just 10 missed days over 20 years can cut your performance in half. [00:08:00] – Buy on sale: Downturns are the best time to invest if you have cash on hand, using strategies like dollar-cost averaging.
Dr. Latifat is dedicated to helping women physicians take control of their finances with confidence and ease. Through mindset shifts and practical strategies, she empowers them to build wealth without burnout.In this episode, she shares powerful strategies to reduce financial anxiety. She explains how shifting your mindset, surrounding yourself with the right people, and adjusting your goals wisely can help you achieve financial freedom with less stress.Key Takeaways:The future you will be more equipped.Stop inflating your problems.Slowing down can actually help you move faster.Timestamps: 16:57 Understanding that your future self is more equipped17:53 The power of self-talk and reframing your thoughts19:03 Every financial problem has been solved before19:37 Surround yourself with the right people for growth21:11 When and how to adjust your financial goals22:04 Why slowing down can help you reach goals faster22:49 How MoneyFitMD can support your financial journey23:58 Final words and call to actionConnect with Dr. Latifat:☎️ Book A Call: www.moneyfitmd.com/call
Send us a textMaster business finance for free with 100+ video lessons—no gimmicks, no hooks, just valuable knowledge: https://www.byfiq.com/Steve reveals the five things financially savvy CEOs focus on (and the common traps they avoid) to build cash-rich, high-growth companies.If you're ready to shift from operator to strategic thinker, this one's for you. Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for our April 8th financial workshop here: https://www.coltivar.com/register-for-byfiq-workshop-apr-8 Support the show
In this episode, Certified Financial Planner®and President of Falcon Wealth Planning Gabriel Shahin unpacks essential topics during the volatile market period amidst tax season. He addresses issues surrounding market volatility, the influence of social media financial 'experts', and the importance of being cautious with investment decisions. Gabriel critiques the purported high-yield investments like SPYI, QYLD, and JEPI, emphasizing their misleading presentations on social media. He also advises on the dangers of following unlicensed advisers and provides insights on making informed, risk-aware financial decisions. Tune in for a candid look at safeguarding your wealth and understanding the long-term implications of financial choices.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning
Make sure to email David Chudyk with your questions, david@parallelfinancial.com Takeaways: In investing, there is never a perfect time to start; it's always a bit scary. Being informed about investment terms helps you make smarter financial decisions over time. Market conditions fluctuate, so your investments may not reflect the overall market trends. Understanding metrics like alpha and beta can empower you to evaluate your investments better. The S&P 500 is a popular index, but not all investments follow it equally in performance. Professional financial management adds accountability and systematic decision-making to your investment strategy. Links referenced in this episode:www.weeklywealthpodcast.comMentioned in this episode:Inside the Mind of an AquirerWeekly Wealth Website
In this episode of the Redfish Healthy Wealthy and Wise Podcast, Brad Murrill is joined by Ryan Krueger and Jackson Wood of Freedom Day Solutions to unpack the latest market volatility. They discuss the shift away from the "Magnificent Seven" stocks, the importance of portfolio re-balancing, and why disciplined position sizing is key to long-term success. Learn more about Ryan and Jackson's approach at www.freedomdaysolutions.com
Mike "C-Roc" welcomes real estate investor and entrepreneur Dean Barlow to talk about the mindset, grit, and strategy required to succeed in multifamily real estate.Dean shares his journey from hands-on construction work to owning and managing over 3,700 doors in real estate. He dives into the current market landscape, how shifting interest rates and insurance costs impact deals, and why syndication is the key to scaling. He also discusses how he transitioned from flipping land and mobile homes to multifamily investing—and what he wishes he had known earlier.If you're looking for insights on navigating real estate cycles, leveraging partnerships, and building long-term wealth, this episode is packed with value. Tune in!Website- Www.continuouscashflow.comhttps://www.instagram.com/deanbarlow3/
Check out this episode wherever you like to listen or watch podcasts! Episode Page: vinneychopra.com/podcast/ Youtube: https://youtu.be/RQveWgjwhUE Spotify: spoti.fi/423B4fz iTunes: apple.co/3tQ9Tsf ——
Tired of living paycheck to paycheck? Join host Sandra and NP-turned-financial coach Ellaine Mala as they reveal how NPs can take control of their money, overcome lifestyle creep, and invest wisely for true financial freedom. Don't miss this game-changing guide to building wealth and achieving time freedom as a nurse practitioner!Follow Ellaine: @nursewhoinvestCheck out her website: www.nursingflowsheet.comNPHire.com is the only job board designed exclusively for NPs. Over 100 jobs from some of healthcare's biggest employers are hiring - from telehealth to psych, acute care and more. Visit NPHire.com/success Check out our eBooks designed specifically for NP students navigating the clinical setting! https://bit.ly/SuccessNPebookFollow us on instagram: @thesuccesnpGo to our website www.successnps.com
The mutual fund industry is witnessing a significant shift in investor behavior, driven by changing risk appetites, social media influence, and a focus on high-return strategies. Dive into the forces driving this shift on Paisa Vaisa, as Anupam Gupta hosts Aashish Somaiyaa, CEO of White Oak Capital Management, to unpack the changing dynamics of the mutual fund industry.Topics Covered:✅ Investors' changing risk appetites✅ High-return strategies✅ Social media influence✅ Small and mid-cap investments
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What if just $1,000 in the right stocks could transform into $1 million? Sounds impossible, right? But history proves that high-growth stocks in the right industries have done exactly that for early investors.In this video, we're breaking down four explosive stocks with insane upside potential. These companies check all the boxes:✔ Skyrocketing sales growth✔ Massive profit margins✔ Industries on the verge of exponential expansion✔ A rapidly growing customer baseWhy These Stocks Could 10X, 100X, or More!YouTube might love clickbait titles, but these stocks are legit opportunities with real growth potential. If you've been waiting for the next Tesla, Amazon, or Nvidia, this could be it. The market is shifting, and these companies are positioned to dominate.
Send us a textIn this powerful interview, Dan Puder sits down with Marques Colston, the all-time leading receiver for the New Orleans Saints and a Super Bowl champion, to discuss the mindset, discipline, and investment strategies that set top performers apart.
Jason Balara is the CEO and Co-Founder of Lark Capital Group, a real estate investment firm that focuses on Class B and C value-add multi family in the south east region. In addition to his real estate endeavors, Jason is also a veterinary surgeon and has utilized intense focus to hone his practice over the past 12 years. Jason's goal is to allow passive investors, mainly those who come from the medical field, like him, to grow their wealth by making smart investments in multi family properties. Connect with Jason: https://www.larkcapital.com/team/jason-balara Highlights: 1:22 - Jason's Background, Passions 8:55 - Balance Price Range for Potential Businesses 11:25 - Construction Business Strategies 16:19 - The Hunt for New Leads 23:30 - Buiness Levels, Management Teams Quote: "Real estate never left me, I always saw ownership as being a way to get ahead." Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team. Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com. Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.
Financial literacy is a necessity when it comes to creating success and security for yourself, your business, and your family. In this episode, we sit down with Lynn Kitchen, an expert investor and financial mentor, to talk about strategic wealth-building, smart investing, and financial empowerment. Lynn shares the core principles of successful investing, how to analyze stocks with confidence, and why having a values-based investment strategy is key to long-term financial success. We dive into how to navigate market volatility, the importance of cash flow in investment decisions, and how interest rates impact your portfolio. Plus, Lynn breaks down the exact charts and analysis she uses to determine when to buy, hold, or sell stocks. This episode is packed with actionable insights to help you build long-term wealth, make informed financial decisions, and become an active participant in your financial future. Key Takeaways: The Foundation of Smart Investing – Why quality investments at a good price are the key to building long-term wealth. How to Analyze a Stock Before Buying – The fundamentals of stock analysis, including cash flow, earnings, and long-term trends. The Role of Market Charts in Investing – How chart analysis (including Point and Figure Charts) helps determine the right time to buy or sell. Why Interest Rates Matter – How interest rate trends impact the stock market and what to watch for in the coming years. The Biggest Investment Mistakes to Avoid – How to avoid a “hodgepodge” portfolio and make intentional, strategic investment decisions. Values-Based Investing – How to align your investments with your personal values, whether it's education for your kids, retirement planning, or philanthropy. How to Work with Lynn – Lynn shares her mentorship programs, group investment clinics, and ways to work with her one-on-one. Timestamps: [02:15] Why smart investing is about quality investments at the right price [06:42] The fundamentals of stock analysis: cash flow, earnings & long-term trends [12:55] How chart analysis helps predict stock movement (Point & Figure Charts explained) [19:30] Why market volatility is normal—and how to manage risk [24:45] How interest rates shape the stock market and investment opportunities [32:50] Why most investors make big mistakes—and how to avoid them [38:10] How to work with Lynn: mentorship, financial clinics & investment education Resources & Links: Download Lynn's Free Guide on the 5 key investment principles → https://lynnekitchen.com/ Book a Call with Lynn to review your financial strategy → https://lynnekitchen.com/ Join Lynn's Wealth Builders Express Group for live investment insights → https://lynnekitchen.com/wealth-builders-express/ Visit Lynn's Website to learn more → https://lynnekitchen.com/ Listen to the Bigger Than You Audiobook: https://www.audible.com/pd/Bigger-Than-You-Audiobook/B0DMR2FB2P?source_code=ASSGB149080119000H&share_location=pdp Register for the FREE 5-day workshop – The 4X Code: SUBSCRIBE TO THE KAIROS NEWSLETTER: Faith leadership strategies to bulletproof your business and life that are delivered to your inbox every Saturday morning. https://thekellyroach.com/kairosnewsletterorganic Follow Kelly on Instagram: https://www.instagram.com/kellyroachofficial/ Follow Kelly on Facebook: https://www.facebook.com/kelly.roach.520/
In Episode 193 of REIA Radio, we sit down with Katie Neason, a powerhouse in real estate redevelopment. Katie isn't just flipping houses—she's revitalizing entire communities! From transforming neglected buildings into vibrant spaces to commissioning murals that reflect the history of her town, she's redefining what it means to be a real estate investor.Inside This Episode: ✅ The ups and downs of growing up in a real estate family—from boom to bankruptcy ✅ How Katie pivoted from corporate finance to redeveloping downtown Bryan, Texas ✅ The role of AI and strategic networking in scaling real estate ventures ✅ The biggest mistakes new investors make when jumping into development ✅ Why Katie believes creativity is key to building standout propertiesPlus, we get a behind-the-scenes look at Katie's coaching program, Rookie Redevelopment, designed to help investors take on urban redevelopment projects with confidence.
Send us a textAre taxes and money management overwhelming you? In this episode, Dr. Sherry Peel Jackson shares expert insights on tax reduction, financial security, and wealth-building for female entrepreneurs. Learn how to avoid tax pitfalls, grow your income, and build lasting financial freedom.
What separates the rich from the really rich? In this episode of The Journey, Morgan DeBaun sits down with entrepreneur, creator, and financial strategist Nicholas Crown to break down the key mindset shifts and financial strategies that set successful entrepreneurs and really rich individuals apart. In this episode: 00:00 Introduction and Guest Welcome 00:27 Nicholas Crown's Entrepreneurial Journey 03:23 The Reality of Entrepreneurship 04:54 Geographical Arbitrage and Cost Management 08:00 The Birth of Rich vs. Really Rich Series 16:39 Navigating Market Response and Iteration 21:59 The Dilemma of Social Media Authenticity 22:43 The Power of Visual Cues in Marketing 23:22 The Struggle with Social Media Validation 24:33 The Journey of Entrepreneurship 25:24 Challenges of Running an Agency 26:39 Introducing Revise: A Retirement Planning Firm 29:13 Understanding Annuities and Their Benefits 38:18 The Importance of Consolidating 401ks 39:35 Final Thoughts on Financial Management 44:29 Connecting with Nicholas Crown In the episode, Nicholas Crown, who is known for his viral Rich vs. Really Rich series, shares his path from Wall Street trader to digital entrepreneur, and the lessons learned along the way to financial independence. From scaling startups to exiting companies, he reflects on his journey of iteration, failure, and learning to define success beyond just making money. Throughout the conversation, Morgan and Nicholas discuss the realities of entrepreneurship, including why business success often takes longer than expected, how to recognize when it's time to pivot, and the common mistake of staying in a failing venture for too long. They also touch on the power of social media in business, with Nicholas revealing how he unintentionally built a massive audience through content experimentation. Nicholas also shares his insights on personal finance, explaining the mistakes many people make, especially when it comes to 401(k)s. He breaks down the steps individuals can take to regain control of their financial investments to prepare for retirement, and explains how his company, Revise, helps people grow their wealth safely through annuities and pension-like investment strategies. If you've ever wondered how to break free from the paycheck-to-paycheck cycle, scale a business successfully, or invest smarter for the long run, this is a must-listen! So grab your headphones and get ready to take notes! Like what you hear? Don't forget to leave a rating and review! Pre-order Rewrite Your Rules: https://worksmartprogram.com/book/ More from Nicholas: https://www.nicholascrown.com/ https://www.tiktok.com/@nicholas_crown https://www.instagram.com/nicholascrown/ https://www.youtube.com/@NicholasCrownYouTube https://getrevise.com/ Join the Newsletter for More Exclusive Content: https://worksmartprogram.ac-page.com/thejourneypodcast Make sure you are following Morgan's journey on TikTok: https://www.tiktok.com/@morgandebaun?_ Visit Mormatcha.com to make a purchase. Follow us on Instagram: https://instagram.com/thejourneybymdb Produced by MicMoguls.
Welcome back to the Super Entrepreneurs Podcast! Today, we're diving into private lending and how it's changing the game in real estate. My guest is Ruben Izgelov—an industry expert who's flipped, developed, and financed over $500 million in deals. He's also the co-founder of States Capital and We Lend, helping investors earn solid returns without the headaches of owning property. We're talking about why more investors are ditching traditional banks, how private lending gives you flexibility and speed, and the mindset shifts that fuel massive success. If you've ever wondered how smart investors make money without dealing with tenants or renovations, this episode is for you. Let's get into it! Chapter Stamps: 01:33 The Rise of Private Lending 02:34 Ruben's First Successful Deal 07:47 Challenges and Lessons Learned 08:56 Support System and Recovery 09:59 Confidence and Motivation 10:49 Expanding Horizons 13:22 The Role of Positive Energy 17:13 Capital Stack Explained 21:38 Investor Security in Volatile Times 23:08 Returns and Fees 24:19 Foreign Nationals and Lending 26:16 Conclusion and Final Thoughts Pullout Quotes: "The biggest reason investors come to us? Speed, flexibility, and the ability to close deals that banks won't touch." “I lost about $400,000. I had $6,000 in my bank and was six months behind on rent. That deal in Brooklyn changed my life." “As a private lender, we have the capacity to move very fast. I've had calls on a Sunday saying, ‘I need to close by Tuesday.' And we make it happen." “Being a lender instead of a landlord means you're the last one in, but the first one paid. That's how you protect your money." “If you think good, you will do good. Your energy and mindset create your success." “I don't know how, but I just knew—I'm going to get this deal done. Two weeks later, we made it happen exactly as I envisioned." Social: Website: https://www.welendllc.com/ Linkedin: https://www.linkedin.com/in/rubenizgelov/ Disclaimer: Please be aware that the opinions and perspectives conveyed in this podcast are solely those of our guests and do not necessarily represent the views, ideologies, or principles of Super Entrepreneurs Podcast, its associated entities, or any organizations they represent or are affiliated with. We provide a platform for discussion and exploration, and the content of each episode is understood to be independent expressions from our guests, rather than a reflection of the beliefs held by the podcast or its hosts. Notice to the Super Entrepreneurs community: Before we part, remember to join our Private Facebook group, 'Mindset for Business Success' Here we share mindset wisdom to elevate your life and business LIVE every Tuesday morning(EST), ready for a transformative journey? This group is your key to unlocking potential and achieving business growth. Don't miss out on this incredible free resource. Join us in 'Mindset for Business Success' Today! https://www.facebook.com/groups/mindsetforbusinesssuccess/ The only limits in our life are those we impose on ourselves. Bob Proctor ▬▬▬ Free Clarity Call with Shahid▬▬▬ https://calendly.com/shahiddurrani/free-clarity-call-with-shahid-durrani ________________________________________________________________________ OFFERS: https://zez.am/officialshahiddurrani ▬▬▬ Get my Free Webinar▬▬▬ How to super scale your business to the next level without chasing strategies and feeling stuck https://shahiddurrani.com/registration/ ▬▬▬ Business Funding▬▬▬ https://www.7figurescredit.com/superfunding ▬▬▬ Fund Your Clients▬▬▬ https://join.7figurespartners.com/?a_aid=superfunding ▬▬▬ The TEDx Talk Program▬▬▬ https://info.shahiddurrani.com/tedx ▬▬▬ Professional Investment Ideas Delivered to your Inbox▬▬▬ https://capexinsider.com/insider-newsletter/?orid=90906&opid=94 ▬▬▬ FREE DOWNLOAD Reveals Recession Proof Business▬▬▬ https://www.b2bfundingpartner.com/b2bfree100?a_aid=superfunding&a_bid=1f1eb0a5 ▬▬▬ START-UP INVESTOR READY TO HELP▬▬▬ https://info.shahiddurrani.com/ideas ▬▬▬ How to make $3,493 commissions without doing any selling▬▬▬ https://hop.clickbank.net/?affiliate=superentre&vendor=ambsador ▬▬▬ Stock/Options Trading Academy That Works▬▬▬ https://lddy.no/1gqxb ▬▬▬ Real Estate Investing on Terms! No Credit | No Down payment▬▬▬ https://smartrealestatecoach.com/?sld=super Affiliate Disclaimer: If you buy through one of the links provided, I may receive a commission (without any additional charge to you). @SuperEntrepreneursPodcast @officialshahiddurrani
Send us a textIs your job as secure as you think? Dr. Param Baladandapani, a hysician-turned-real-estate-investor, shares how a job merger made her realize the need for financial independence. She built a real estate portfolio that replaced her medical income in just a year and now helps other professionals do the same. In this episode, she breaks down passive investing, tax-efficient wealth-building, and strategies for achieving financial freedom without sacrificing your career. [00:01 - 07:33] The Wake-Up Call: Realizing the Power of Passive IncomeA career shake-up exposed the risk of relying on a W-2 incomeDespite a high salary, her passive income was only $2,000/monthReal estate became her path to financial security[07:34 - 15:16] The Aha Moment: Real Estate vs. Stock Market ReturnsHer real estate investments outperformed the stock market 6x overThe power of leverage and tax advantages in real estateHow cash flow creates true financial freedom[15:17 - 22:59] Strategies for Success: Building a Real Estate PortfolioThree investing approaches: passive, short-term hustle, or full-time entrepreneurScaling from single-family homes to larger investmentsThe shift from active investing to fully passive income[23:00 - 31:46] Syndications and Alternative Investments for Busy ProfessionalsHow high-income earners can invest without managing propertiesThe benefits of multifamily value-add dealsHow GW Capital provides hands-off investing opportunities[31:47 - 37:37] Overcoming Barriers to Financial FreedomThe biggest mindset blocks professionals faceWhy real estate isn't as risky as many believeThe key to taking action and accelerating wealth-buildingConnect with Param:Website: https://gwcapital.com/LinkedIn: https://www.linkedin.com/company/generationalwealthmdFacebook: https://www.facebook.com/groups/generationalwealthmdInstagram: https://www.instagram.com/generationalwealthmdLEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:"Work smarter. The path to financial freedom isn't about working harder—it's about choosing the right investments and leveraging them wisely." - Dr. Param Baladandapani"High-income professionals aren't taught about alternative investments, but the wealthy have always invested in them. It's time toSupport the show
Jason invites you all to Empowered Investor LIVE this coming April for a great time of learning and fun! Get early bird rates today! https://empoweredinvestorlive.com/ Given the recent tragedies in Los Angeles, North Carolina, Florida and others, and thus the tremendous need to build new houses across the country, Jason wanted to discusses the Hartman Risk Evaluator and the importance of packaged commodities investing for real estate investors. The Hartman Risk Evaluator highlights the benefits of investing in real estate as a means of gaining exposure to commodities, which have intrinsic value. Unlike fiat currencies that depreciate over time, commodities such as lumber, drywall, concrete, steel, and petroleum-based products are essential and globally traded. Rather than investing directly in raw commodities, real estate investors can leverage fixed-rate financing, tax benefits, and appreciation by purchasing "packaged commodities" in the form of homes and apartments. Rising costs of construction materials, driven by supply chain issues and inflation, further support real estate as a strong hedge against currency devaluation. The Hartman Risk Evaluator helps investors minimize downside risk by focusing on markets where the land-to-improvement ratio is lower, meaning more of the investment is in tangible commodities rather than volatile land values. Linear markets, characterized by stable appreciation and landlord-friendly laws, offer the best long-term returns, as opposed to risky cyclical markets with boom-and-bust cycles. Ultimately, investing in packaged commodities via real estate provides a safeguard against inflation while capitalizing on the global demand for essential building materials. #RealEstateInvesting #CommoditiesInvesting #RiskManagement #HartmanRiskEvaluator #InflationHedge #LinearMarkets #CyclicalMarkets #HybridMarkets #InvestmentStrategy #MarketAnalysis #FinancialEducation #AssetDiversification #PropertyInvestment #FinancialLiteracy Key Takeaways: 1:36 https://empoweredinvestorlive.com/ and the race to construction materials and labor Risk Evaluator and packaged commodities investing 4:00 Producer prices up in Feb 12:52 Baselane.com/Jason 16:03 PPI: softwood lumber and other materials 19:20 3 types of markets and LTI ratio Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
When Dave Meyer graduated in 2009, the job market was bleak. Inspired by a friend who found success buying a single-family home, he decided to give real estate a shot. Although Dave was unable to qualify for a loan on his waiter's salary, he managed to secure his first property using creative financing. He continued to spend his spare time managing his properties until his tech startup failed in 2016. At that point, he decided to focus on real estate, combining his experience with his data science skills to build a thriving career at real estate platform, BiggerPockets. In this episode, Dave explains how anyone can start and scale a real estate portfolio. He also shares tips and strategies to navigate today's housing market. In this episode, Hala and Dave will discuss: (00:00) Introduction to Real Estate Investing (01:52) Why Real Estate is a Smart Investment (05:50 Understanding Cash on Cash Return (06:29) Real Estate as Entrepreneurship (07:40) Dave's Real Estate Journey (18:29) Managing Real Estate Investments (25:59) Economic Considerations in Real Estate (29:32) Understanding Depreciation and Tax Benefits (32:31) Exploring Hot Real Estate Markets (34:14) Overcoming Real Estate Investment Fears (37:35) Quick Fire: Pros and Cons of Different Deal Types (41:39) The Appeal of Commercial Real Estate (44:03) Development and Lending in Real Estate (48:43) Final Thoughts and Advice for Aspiring Investors Dave Meyer is a seasoned real estate investor and the Vice President of Data and Analytics at BiggerPockets. With more than 14 years of experience, he has grown a thriving real estate portfolio, starting with a fourplex he bought at age 23. Dave has authored notable books like Real Estate by the Numbers and Start with Strategy, where he combines his analytical expertise with actionable advice for investors. As the host of two popular podcasts, On the Market and the BiggerPockets Real Estate Podcast, Dave educates listeners on smart investing strategies. Known for developing tools like the Market Finder, he has made data-driven decision-making more accessible for investors. Connect with Dave: LinkedIn: linkedin.com/in/dave-meyer-5660846 Instagram: instagram.com/thedatadeli Sponsored By: Airbnb - Your home might be worth more than you think. Find out how much at airbnb.com/host Found - Try Found for FREE at found.com/profiting Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Resources Mentioned: Dave's Books: Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom: amzn.to/3ZLMG6e Real Estate by the Numbers: A Complete Reference Guide to Deal Analysis, written with J Scott: amzn.to/4fo4BFY BiggerPockets: biggerpockets.com On the Market Podcast: youngandprofiting.co/3OZKWS5 BiggerPockets Real Estate Podcast: apple.co/4fpTZGo Top Tools and Products of the Month: youngandprofiting.com/deals More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala Learn more about YAP Media's Services - yapmedia.io/
In our 100th episode of Money Mondays, we have Oliver Trevena as our special guest! He's not just an actor, but also a very successful investor, and he's sharing his simple yet effective investment strategies, as well as insights into his life with us... --- Oliver Trevena is a versatile British actor and television presenter known for his dynamic presence in both entertainment and media. With a career spanning across acting, hosting, and producing, Trevena has appeared in various TV shows and films. Like this episode? Watch more like it