Podcasts about smart investing

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.

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:

Octa analyst MJ Givens Kgasi shares insights to help online traders position themselves and adapt their strategies for success in a volatile market.

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

This season we're diving into the hot topics and issues that we think you need to know about when it comes to your money. Today, Mel is talking about ageism and money, because it's a conversation that just isn't affecting the blokes in the same way.  Too often women are opting out of investing because they fear that they're too old and that they've aged out. In reality, it's more important than ever that now is the time to start to lean in.   Talking about ageism in money and investing, in this episode Mel is here to give you hope that no matter what age you are – there's still so much you can do.  For more tips and resources, visit us at melissabrowne.com.au, on Facebook, Instagram or TikTok @MelBrowne.Money or send us an email at hello@melissabrowne.com.au.  My Financial Adulting Plan is here   Share Investing Masterclass is here   25+ ways to find $10K in 1 months is here Finally, if you love this episode please make sure you subscribe, share it with a friend and leave us a review. 

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.

In this episode of the Know Your Shit podcast, Josh Cadillac is joined by Joshua De Sousa, a member of his mastermind program, for a deep dive into real estate underwriting and investment strategy. Together, they analyze a live deal, discussing key financial metrics, risk assessment, and the importance of structuring investments for long-term success. This episode provides an inside look at how top investors evaluate opportunities, maximize returns, and strategically expand their portfolios.

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.

"Women are natural investors. They think long-term, focus on security, and avoid reckless risks. But then why do so many women still rely on others to manage their money?” - Aprajita Sharma In this Women’s Day Special episode of Wealth Creation Simplified, an education and investor awareness by Bajaj Finserv Mutual Fund. We break down why women approach investing differently and how cultural norms may impact financial independence. Journalist and personal finance expert Aprajita Sharma shares her personal journey and why women need to take charge of their wealth. Key Insights From This Episode:✅ Why women are naturally better at investing (but don’t realize it!)✅ The biggest financial mistakes women make & how to fix them✅ How to invest even if you take career breaks✅ The ONE mindset shift that changes everything about money✅ Why you shouldn’t depend on your husband or family for financial decisions Don’t miss out! Catch all episodes of Wealth Creation Simplified on the Paisa Vaisa YouTube channel and your favourite podcast platforms.

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.

"The Crowd is Right on Trends but WRONG at the End!" - Nimesh Chandan Why do investors keep making the same emotional mistakes in the stock market? Why do we chase stocks at their peak and panic sell at the bottom? In this special episode of Wealth Creation Simplified, host Anupam Gupta sits down with Nimesh Chandan, CIO of Bajaj Finserv Mutual Fund, to uncover the psychological traps that make even smart investors fail. With 25+ years of market experience, Nimesh reveals how behavioral finance shapes our decisions and how understanding crowd mentality can help you become a smarter, more disciplined investor.

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.

What if your money could work like a billionaire’s? In this episode host Anupam Gupta sits down with Manish Sonthalia (CIO, MK Investment Managers) to unravel the world of Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). They discuss why PMS is a preferred choice for HNIs & UHNIs, how it differs from mutual funds, and why sectors like IT, Pharma, and Banking are the next big investment bets. Manish shares insider insights on how the investment landscape is shifting, the future of PMS, and what investors need to know to make smart financial decisions. If you're looking to understand where the real money is moving, this is a must-watch episode!Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Send us a textExclusive Billionaire Interview with Serge Bell | Billionaires.com

Welcome to the Real Estate Investing School Podcast! This episode of the podcast dives into the young real estate investing journey of Cade and Takara Memmott, a young couple navigating their first major investment deal in Ogden, Utah. The episode offers a detailed look at how they found, analyzed, and ultimately secured a property that many others overlooked. Cade and Takara share their experiences of overcoming challenges, including how they learned to analyze deals, stay diligent in their search, and apply the concept of “sweat equity” to build value in their property. Throughout the conversation, listeners get to hear about the couple's process of renovating the property themselves, leveraging family expertise, and being resourceful with their budget. They discuss the importance of running the numbers correctly and not being afraid to make offers, even when the initial asking price seems high. The episode is not just about the technical aspects of real estate but also highlights the personal growth and skills gained through the process. Cade and Takara talk about how they balanced their professional lives with their investment project, how they dealt with the anxiety of making a big financial commitment, and the satisfaction they felt from seeing their hard work pay off. This episode is a must-listen for aspiring real estate investors who want to learn from real-life experiences and see what it takes to succeed in the competitive world of property investment. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Cade & Takara's REI Instagram

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 

In this episode, we sit down with Ashley Wilson—entrepreneur, real estate investor, multifamily expert, coach, and best-selling author. Ashley opens up about the daily challenges of running multiple companies, why staying proactive is key, and how she balances business with family life. She also shares the mindset shifts that helped her go from clinical research to managing multi-million dollar real estate deals.We dive into what makes a great team, why hiring isn't just about skill sets, and how open communication can make or break a business. Ashley breaks down smart real estate strategies, the truth about affordable housing, and the mistakes investors make when reading market trends. She also talks about standing out in male-dominated industries, owning your uniqueness, and how a simple personal touch can lead to game-changing opportunities.If you're looking for real, no-nonsense insights on business, leadership, and success, this conversation is one you don't want to miss!===Key Topics:-Managing multiple businesses and staying proactive-Building strong teams and hiring the right people-Smart real estate strategies and market trends-Standing out and making connections in business-Balancing work, family, and personal growth===

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

In this conversation, Warren Ingram and Pieter de Villiers discuss the complexities of retirement funds, including pension funds, provident funds, and retirement annuities. They explore the recent regulatory changes that have made retirement funds more accessible and beneficial for individuals. The discussion highlights the tax advantages of these funds, the importance of understanding fees, and the necessity of making informed investment decisions. TakeawaysRetirement funds are essential for self-provisioning in old age.Recent regulations have improved the accessibility of retirement funds.Tax benefits of retirement funds include tax-free growth and deductions.Understanding fees is crucial for maximizing retirement savings.Retirement funds offer protection from creditors in case of debts.The ability to invest a significant portion internationally is a recent change.The two-pot system allows for emergency access to funds.Investing in retirement funds can lead to significant long-term growth.Choosing the right retirement fund can mitigate high fees.Informed decision-making is key to successful retirement planning.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Lesley and Brad dive into a powerful conversation with seasoned investor Steve Selengut, who shares his best advice for building a portfolio that generates consistent income. With 45 years of experience, Steve breaks down complex financial concepts into easy-to-understand insights that will empower you to take control of your wealth. Whether you're new to investing or looking to refine your approach, this episode is packed with valuable takeaways on how to make smarter financial choices.If you have any questions about this episode or want to get some of the resources we mentioned, head over to LesleyLogan.co/podcast. If you have any comments or questions about the Be It pod shoot us a message at beit@lesleylogan.co. And as always, if you're enjoying the show please share it with someone who you think would enjoy it as well. It is your continued support that will help us continue to help others. Thank you so much! Never miss another show by subscribing at LesleyLogan.co/subscribe.In this episode you will learn about:Why most people don't talk about money—and why you should.How Steve's 45+ years of experience shaped his investment philosophy.The importance of diversifying your financial portfolio. How to generate consistent income from your investments.Why market downturns can present great buying opportunities.Understanding the 4%–5% rule for living off investment income.Episode References/Links:Cambodia October 2025 Retreat Waitlist - https://crowsnestretreats.comSpring Training - https://opc.me/eventsPilates Studio Growth Accelerator - https://prfit.biz/acceleratorAccessories Flashcards Waitlist - https://opc.me/flashcardwaitlistLove Yourself Like Your Life Depends On It - https://a.co/d/dhpZ3LjRetirement Money Secrets by Steve Selengut - https://a.co/d/caqcgnTEp. 352 with Tess Waresmith - https://beitpod.com/ep352Ramit Sethi Interview - https://beitpod.com/ramitsethi If you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox.DEALS! DEALS! DEALS! DEALS!Check out all our Preferred Vendors & Special Deals from Clair Sparrow, Sensate, Lyfefuel BeeKeeper's Naturals, Sauna Space, HigherDose, AG1 and ToeSoxBe in the know with all the workshops at OPCBe It Till You See It Podcast SurveyBe a part of Lesley's Pilates MentorshipFREE Ditching Busy Webinar Resources:Watch the Be It Till You See It podcast on YouTube!Lesley Logan websiteBe It Till You See It PodcastOnline Pilates Classes by Lesley LoganOnline Pilates Classes by Lesley Logan on YouTubeProfitable Pilates Follow Us on Social Media:InstagramThe Be It Till You See It Podcast YouTube channelFacebookLinkedInThe OPC YouTube Channel Episode Transcript:Lesley Logan 0:00  People don't talk about money in their own households and their own marriages and their own relationships. They don't talk about money. And the truth is, if you don't talk about money with someone in your life, you better be talking about it with yourself. Welcome to the Be It Till You See It podcast where we talk about taking messy action, knowing that perfect is boring. I'm Lesley Logan, Pilates instructor and fitness business coach. I've trained thousands of people around the world and the number one thing I see stopping people from achieving anything is self-doubt. My friends, action brings clarity and it's the antidote to fear. Each week, my guest will bring bold, executable, intrinsic and targeted steps that you can use to put yourself first and Be It Till You See It. It's a practice, not a perfect. Let's get started.Welcome back to the Be It Till You See It interview recap where my co-host in life, Brad, and I are going to dig into the influential convo I have with Steve Selengut in our last episode. If you haven't yet listened to that one, go back and listen to that one, then listen to this one, or listen to this one and then listen to that one. Look, we're talking money. Brad Crowell 1:09  We're talking money, money. Lesley Logan 1:10  Investments and over here at the Be It Pod, we want to make sure that you are wealthy in your health and in your finances because then you can be as generous as you want to be in this world. And let's just be real, like you got to have something to fall back on these days. So I'm really excited for you to learn from Steve, because he, he had some really good advice. I understood it and when it comes to, like, the stock market and investments and portfolios, sometimes I'm like.Brad Crowell 1:36  Yeah, fascinating conversation from a career investor, 45 years. Lesley Logan 1:40  45 years. Brad Crowell 1:41  Of investing for people, and then now he's a coach. He guides people through the process. So pretty interesting, really, really enjoyable. Lesley Logan 1:48  We're gonna dig into our takeaways in a moment. But first, today is February 6th 2025. It is Pay a Compliment Day. About this day, nothing tears a person up quite like hearing someone say something nice about you. It's time to return the favor on Pay a Compliment Day. And although we shouldn't need a special day to show our appreciation, most of us need a little nudge right? We've often walked away from interactions wishing we had said what was in our hearts. “Will I embarrass myself?” “Is it appropriate?” All questions that plague what should be a simple articulation of the heart. Let's redeem ourselves on Pay a Compliment Day. Wanna give a shout out to my mom. We were in Nevada at our annual little (inaudible) moment and. Brad Crowell 2:25  That would be Arizona. Lesley Logan 2:26  Yeah, yeah, yeah, oh, that was in Arizona. You guys were, I'm getting there today. My tummy is like on some antibiotics, and we're getting there, so I'm gonna make more mistakes. Thanks, Brad for being here to catch. Brad Crowell 2:37  Got you covered. Lesley Logan 2:38  So what (inaudible) with my mom is people just walked by, and my mom just gave, every random person got a compliment. Oh, I love your bangs. Oh, your sunglasses are so beautiful on you. That's a great sweater. Oh, that looks so soft. Like, like, every single person got a fucking compliment. And I was just like, how is she able to notice something nice to say to every single person? Also, anytime she would say, like, oh, you look like so and so, it was never an ugly actor or actress. It was always a beautiful person. And I just like, so you know what? She's a first grade teacher who has to, like, do everything on her own all the time. If she can pay a compliment to random people, you too can do that today. So just give it a try. Give it a try telling someone like, oh, I really like your shoes. And just walk away. You don't have to have a conversation. Just walk away. Brad Crowell 3:25  Yeah, you can just walk away. What's one of my favorite things to do? It is give people a quick little compliment and keep going, because then they go, oh, feels so good. Lesley Logan 3:33  Yeah, feels so good. So okay, go do that and let us know how it goes. Today is inching even closer to us going to Cambodia. I think we're like a week away, a little over a week away. Brad Crowell 3:42  From us leaving. Lesley Logan 3:43  We go to our February retreat. Brad Crowell 3:47  It will be February 23 is when things kick off over there. Lesley Logan 3:50  Yeah. It's pretty late for you to add yourself to that one. Brad Crowell 3:53  I mean like, you are more than welcome to make it happen, if you can. We'd love to have you. Lesley Logan 3:56  Yeah, but we're not going to stress out about it, because you can come on October. Brad Crowell 3:59  That's right. We have an October trip that we are lining up and, well, it's already lined up, so go check it out. The dates are on the website crowsnestretreats.com, crowsnestretreats.com. Come join us in October. Why? You ask.Lesley Logan 4:14  Because it's amazing. Brad Crowell 4:16  It is absolutely amazing.Lesley Logan 4:17  You get to do Pilates with us. You get to go to the temples with us. You get to go to a lotus farm with us. You get to go on a boat ride with us. You get to be in another place in this world where someone has already planned the entire thing out all you have to do is just show up. Show up to the airport. We'll pick you up from the airport. Like that is pretty freaking cool. You know? It's really, really cool. So. Brad Crowell 4:36  Your name on a sign. The whole nine. Lesley Logan 4:37  Yeah, oh yeah. You get a name on the sign. Oh yeah, you do. So go to crowsnestretreats.com to snag your spot. We already have people signed up. April, we're gonna have spring training, which is for our Pilates lovers, so about a week long of Pilates events for those of you. And we're gonna nerd out upon a subject. More details will be to come. We might have also released them, and you would know if you were on the email list for the events. So opc.me/events, is where you can get deets on spring training. We're going to keep having some fun with Pilates stuff, and this is gonna be the only thing that we're doing on a virtual setup for public Pilates stuff outside of OPC. Brad Crowell 5:11  Yeah, no summer camp this year, we're doing spring training instead. That'll be the end of April. So make sure you get on that events waitlist. Next up, if you are at all taking money from clients, then you run your own business, believe it or not. So whether that is small and you've got four clients or a full blown studio or home studio, or you're renting from someone, I want you to come join me for a free webinar. We're going to talk about money. We're going to talk about how do you get new clients. We're going to talk about how do you connect with those new clients that you're going to go get. These are three big secrets Lesley and I have learned after coaching more than 2500 business owners, just like you, just like us, and it's allowed us to pass along this experience, this knowledge that we have. And I want you to join me for this free webinar. Go to prfit.biz/accelerator that is profit without the O dot biz slash accelerator. Come join me live. And finally, we have. Lesley Logan 6:07  The final Pilates flash card exercise deck is almost ready. I know. So at the time that you're hearing this, we are done with the edits. I'm almost pretty sure. That's the goal. Our deadline was about this week.Brad Crowell 6:21  Photo shoot is done. First draft of the cards are done. They're probably putting them onto the. Lesley Logan 6:26  They're already on. Brad Crowell 6:27  They're already on the (inaudible) digital cards. That's how the edits are happening. Lesley Logan 6:31  How much Brad's a part of the whole process. Brad Crowell 6:33  We are darn close. We're darn close. But if you want the hookup, you gotta be on the waitlist. So, where are they going? Lesley Logan 6:43  opc.me/flashcardwaitlist Brad Crowell 6:45  There you go. Lesley Logan 6:45  Yeah, it's the slash and flash that's the problem. So it's the opc.me/flashcardwaitlist. That's where you're gonna go, because if you're not on that list, you won't hear about the presale and the presale's the best price it's ever gonna be. Brad Crowell 6:57  Yep, yep, yep. All right, so this week, we had an audience question for one of our tour attendees in Phoenix, Arizona. Lesley Logan 7:05  The last stop. Brad Crowell 7:06  The last stop. What an epic tour it was, by the way, my gosh. I mean, over 600 attendees. We did 8000 miles. We had an opportunity to see states we've never been to before. It was just lovely.Lesley Logan 7:20  Yeah, I loved it. I really enjoyed all of it. I had so much fun. And so when I got this question after the last public workshop on the last day of the tour, I was like, I was so impressed with myself, actually.Brad Crowell 7:35  Here's the question. She asked, "How do you keep your energy up after doing all of these events?" I think it was like 45 events, or something like that, over 34 days.Lesley Logan 7:45  And also, somehow, my team approved a class and two workshops after my bedtime. Truly, truly, if you guys are in my calendar, it says done for the day at 4pm so, and these things were at like 4:00 and 5:30 and six-something. And I was like, who did this? And my sister-in-law said. Brad Crowell 8:05  She's pretty sure it was my fault. Lesley Logan 8:06  Yeah. She said that would be your husband. That's exactly how she said it. That'd be your husband. Brad Crowell 8:10  That'd be your husband. Lesley Logan 8:11  Yeah. And I was like, no, ever, never, ever, ever, ever. So anyways, how do I keep my energy up? There's not one answer, okay? And like, also, I think you can take parts of this and apply it to your life, where you are and what you have access to. Okay, so first of all, last week, we talked about FemGevity a lot, and that's because part of the energy that I have is due to actually having someone really evaluate my health and make sure that what I eat is really good for my body, my hormone levels are really good for my body. That right there. If you're eating foods that inflame you you're going to be tired because your body's inflamed. So please, please, please, if you haven't called them, call them or work with a professional who is going to listen to you and make sure that what you're eating and how your hormone levels are appropriate for where you are in your life. Second, my Pilates practice is a priority, priority number one. So when I'm at home, I do it five to six days a week, sometimes seven, and I'm sitting here sore, just like getting back into it, because on tour, I don't get to do 30 full minutes, or even 15 full minutes. Sometimes I get like 10, but my Pilates practice is a priority. So when I'm on tour, every day is like, where are we going when I get my movement in, my movement practice is what allows me to have energy for you. It allows me to have stamina for you. It's allows me to not resent that you get to move and I don't get to move. So my personal practice is priority. I get almost 14,000 steps in a day, and all of that helps with my energy levels, that I can gift to you, that I can pour in to the people that I'm teaching. And then lastly, I've been really focused on sleep for the last couple of years, where this is the year we're really focusing on it. We're currently working with like a sleep situation that makes me hot or makes me cold, or whatever it needs to do, and that is a focus. And if you can get your hormones and food right, you can get your movement right and get your sleep right, I promise you you have energy for things you don't even want to do. You will. You just will. So did I miss anything? Brad Crowell 10:03  I think, like you said, it's been a combo of all the things. I think you're also relatively consistent with your schedule, and I think boundaries are really important part of that.Lesley Logan 10:12  You remind me of something I wanted to say. Thank you so much. That was a key word. That's why you're here, babe. Brad Crowell 10:17  Take it away. Lesley Logan 10:17  Okay, so there is a book called Love Yourself Like Your Life Depends On It, and I think we ordered it, or at least put it in my cart. At any rate, I haven't read it yet, but somebody said this about boundaries, and I am as what Brad said, I am a stickler for my schedule, and that is because then I can break the rules, right? But if I don't have a schedule, I don't have boundaries, and I'm gonna be tired all the time because I'm gonna be reassessing my boundaries and all that stuff. So my boundaries are really key. But in this book, Love Yourself Like Your Life Depends On It, it says. Brad Crowell 10:45  By Kamal Ravikant. Lesley Logan 10:47  Yes. If you are burning out, it is because you don't love yourself enough, because if you loved yourself fully, you would love yourself so much you would say no to things, because you know that it's actually a terrible thing for you to say yes to it. And so, like, to me, I was like, so proud of myself. I was like, oh, this self-love journey is working because I am not burning out.Brad Crowell 11:13  Well, even on the tour, and that's the thing, the environment completely changed. The morning routine completely changed. So there still had to be, even though everything was chaos, there still had to be boundaries, and it took us, this is our seventh tour, y'all, so how do we scale it up to be 34, 35 days long? Well, we've had a lot of practice, and we've got a lot of trial and error, and what we realized is that we don't want to teach more than six days in a row. Right? In fact, three or four days is even better, and then at least one day off, so that we can rest. We can enjoy some enjoy ourselves and like, help hit that reset button each time because we are go, go, go, go, go when we're on the road. Lesley Logan 11:55  And also to boundaries, like, your boundaries can change, might have to change depending on your environment. When I'm at home, I have one set of boundaries of how I work and how late I'll work till or how many days in a row. I don't work six days a week when I'm at home. But on the tour, we have different boundaries, right? My only responsibility when on tour is to do the tour, to do the social posts and to keep up with the team and our members. That's it. I know that sounds like a lot, but like, when I'm at home, I'm writing newsletters, I'm writing blog posts, I'm making videos, I'm making classes, I'm doing podcasts. Like we have so many other hats we wear, none of that happens, so that we don't burn out when there is chaos. So we have boundaries. So I think boundaries would be, of those four things that I said, sleep, hormones and digestion, and personal self-care and boundaries, right? If you take one thing away, pick one of those things that you go, you know, I really that is where I'm like, it's like, seepage. Is that what it's called seepage? Like, when you're like, losing there's like, a technical term in the world of, like, money or business, but like, you're losing energy, and it's going out faster than being put in. Look at those four areas and see which one you need to, like, plug a little hole, and that might be able to change your energy. So don't try to change all four at once. That's impossible. It's really, really hard. But change one, yeah. Brad Crowell 13:14  All right. Well, that was a great question. Lesley Logan 13:16  I loved it. Brad Crowell 13:17  If you have a question, you can ask them. You can text us at 310-905-5534 and just say hey question for the pod, or you can ping us on Instagram or leave a comment on YouTube, generally, just reach out. And stick around. We'll be right back. We're gonna dig into this fantastic convo with a professional investor who breaks it down for us non-professional investors in just a minute, so we'll be right back. All right. Now, let's talk about Steve Selengut. Steve is a seasoned expert with over 45 years of experience as a professional investment manager. He managed over $110 million in assets for more than 130 families, focusing on helping clients achieve income independence through smart investment strategies. He is now an income coach, and he no longer manages money for other people. I think he was very happy to retire. He told us on the pod he's about to turn 80 years old. Lesley Logan 14:13  Insane. Brad Crowell 14:14  Which is amazing. Lesley Logan 14:15  And he's like cruising, and he's like doing all this, because he likes to help people with this. He's got all this information, and it can really help you make money on your own. Brad Crowell 14:23  Well, Steve teaches individuals how to manage their portfolios to generate consistent income, and he shares insights from his book, Retirement Money Secrets. Lesley Logan 14:31  Get the book. It's really informative and really easy to read. You know, we were out visiting some friends, and she and I were talking about getting help with our portfolios, because if you don't start when you're younger, at any age, where you feel like you can have some flexibility in trying things out, it can get scarier, and then you're limited on what your options are. So here's what I loved. He said a portfolio is really all your investment accounts. That's all part of your investment portfolio. You can have multiple things. I'm gonna use a bunch of acronyms right now. You can have your IRAs, your Roth IRAs, your 401(k)s, your portfolios got to be, you hear the word diversified, you got to have these different things in it.Brad Crowell 15:08  Yeah, it's stocks, it's bonds, it's insurance, all those things. Lesley Logan 15:10  If you're like, nodding along. Brad Crowell 15:11  Investment properties. Lesley Logan 15:12  Yeah, if you're nodding along and you're like, uh-huh, uh-huh, uh-huh. Okay, but here's a really cool way he described it. He likened a portfolio to merchandise on the shelves at the department store, okay? And then at the department store, I set a target price and a target markup, and I sell that merchandise because I know I can replace it. He said, when the market downturns, it's like putting things on sale. And this is where people get really nervous, and they actually start selling when the market downturns. But he actually wants, actually said, like, actually, when they're down, you shoot their bargains, just like anything that's at a department store that's on sale, it's a bargain, right? Brad Crowell 15:45  That's when you should be buying. Lesley Logan 15:46  That's when you should be buying. And so the same goes for the stock market. And I really like that because I have no idea what's going on in the stock market when this episode comes out, but we just had a meeting with our wealth managers a couple weeks ago, and I had not looked at the stock market, and it was like, very down. And I was like, okay, you know? And I was like, and we just gave you some money, and so you bought it on a bad day, which means we're getting a really good deal on some good stuff, and it's gonna go up. This is how during the Great Depression, that's when all these people got super rich. They bought all this stuff, and people freaked out, sold all their things, and these other people just scooped it up really cheap. And you don't have to, you can be like them. You, too, can buy your stock on a bargain in a department store and have some fun in your portfolio.Brad Crowell 16:22  I love it. Well, he also gave four practical principles of risk minimization, which are right out of his book. Okay? So, it's quality, diversification, income focus, and number four is avoiding emotional decisions. So let's talk about those. So, quality. What is quality? He said focus on companies that are profitable, well-established, and they pay dividends. You need to research how long has it been in business? Is this a profitable business? Are they paying out dividends to their shareholders? Okay? That's the game he likes to play. He focuses on only those kinds of companies. Diversification, number two. Avoid over-concentrating in a single sector or trend. When you dive into investment, you can start to realize, oh, I'm in the tech sector or I'm in the this sector, I'm in the that sector, the medical, the, all the stuff. And he said be diversified. Avoid over-concentrating. Don't put all of your investments into rapidly growing industries such as AI. Sure, have some industry AI stuff, but don't have everything in the AI basket. Third, income focus. Invest in securities that generate consistent income. Lesley Logan 17:29  This was a really interesting part of the interview, which, like, we don't have to go into because you can go listen to it. But there are ways of getting paid more regularly than just gathering up wealth.Brad Crowell 17:39  Yeah. Okay, so securities are, generally, they're understood as stocks, bonds, mutual funds or other financial instruments, but stocks and bonds, right? So when he's saying securities, generally, that's what he's referring to. He said many people make the mistake of automatically reinvesting their income into the same securities over and over again. It's a big mistake. So he didn't explain why it's a big mistake, but he alluded to it, and then I'm assuming he talks about it in-depth in his book. Number four, avoiding emotional decisions. He said stay objective and avoid falling in love with stocks that perform well temporarily. He said always prepare for market corrections. I think he talked about it in a way that was pretty funny. Basically, he's like, yeah, these guys are all working for me. Their company goes up and then I sell, I might buy them back again later, but I'm not stuck with these people for the long haul. He said that's not how I'm doing it. There's definitely different kinds of strategies for investing. It does take more focus. It wasn't quite a set it and forget it. He did talk about that a little bit, but it sounds to me like he's paying a lot of attention. Lesley Logan 18:40  He's different. Like, if you're like, Lesley, how is this different than Tess? He specifically said, I heard your interview with Tess, I do things differently, and so I wanted to bring him on, because I think it's important to have different ways of doing things. Tess really empowered us in a great way. And her course, was really great on, like, not a set and forget it, but kind of like, here's these things and watch these things. And like, don't stress so much, which is great when you're busy, got other things. And Steve is, like, here's how you can actually have an approach. It's a little bit more you're into it, and you can also have an income coming from it. You can sell, you can buy it back, and so it's a little bit more hands on. But I also think if that interests you, like, if you're looking for a hobby, why not try this? I don't know, our friend's husband, this is his hobby, and he.Brad Crowell 19:24  Yeah, so test this episode was 352, by the way, Tess Waresmith,. Lesley Logan 19:27  Yeah. So I was really intrigued with it, by the differences and what's possible. And I think we get scared of these things. I was listening to a pod you and I.Brad Crowell 19:35  (inaudible) overwhelming. Lesley Logan 19:36  Well, you sent me a podcast with (inaudible). And he was like, no, people don't talk about money in their own households, and their own marriages and their own relationships, they don't talk about money. And the truth is, if you don't talk about money with someone in your life, you better be talking about it with yourself. I think that if your partner won't want, doesn't want to talk about these things and like, you need to educate yourself, and you need to figure out a way to create a portfolio for yourself. You need to have these things. Because the reality is, is I really, truly want to make sure that anyone listening to this podcast is secure financially in case something happens. And Steve's book and Steve's interview, to me, gave really great insight on how you can make the market work for you and have income that isn't produced by you, necessarily, it's by you diversifying and making different decisions and checking in with things, and then also you need to practice being not emotional about things. I'm gonna let that go. I'll come back later. You know, I thought it was really informative, and I got really excited about it. Brad Crowell 20:32  Yeah and the podcast I shared to you was from the Smart Passive Income Podcast. He interviewed Ramit Sethi. He coaches people on building wealth and generally navigating money conversations between couples, and I thought it was a really interesting episode. We'll include the link to that in the show notes here as well. Lesley Logan 20:49  And because you're unlikely to get any coaching with for me, what's cool about Steve is that his book, he'll coach you through it, and that's really cool. Brad Crowell 20:57  Yeah, yeah. Stick around. We'll be right back. We're gonna dig into those Be It Action Items that you covered with Steve. All right. So finally, let's talk about those Be It Action Items. What bold, executable, intrinsic or targeted action items can we take away from your convo with Steve Selengut. He said hey, take a look at your portfolios. This is like the number one thing he suggested to do. Oh, actually, I'm gonna let that be to you, Lesley, the number one thing. This is the number two thing. Take a look at your portfolios. Look at the actual income production, where it says, dividends received this year. Dividends received this year. Okay? So you get a statement, the statement has a line item that says how much did you get this year? Dividends received. Or an amount what can you expect to receive over the next 12 months? Because they actually do give you a forecast, and you want to see what that is as a percentage of your portfolio that will then go into (inaudible).Lesley Logan 21:50  My takeaway. So your portfolio's income production, and that should say between four and 5%. So if you're working with your investor to adjust investments to generate steady income that's in the four to 5% range. And you know, people might hear a person who's like that, go, that's not very huge. Y'all, no one gets rich overnight. It really doesn't happen. Everything is like little steady changes here and there. So work with your investor to adjust investments that generate steady income in the four to 5% range. This range, here's why it's important, this range is critical for covering living expenses, especially in retirement. So the goal is consistent financial stability, regardless of what's happening in the market. So like, the market could be going up and down, but you are getting consistent things that you can live off of these investments, so you can be in retirement.Brad Crowell 22:35  Yeah, so a couple things to consider here, and this is what he was talking about why he ended up with the four or 5%. If you look at the market over the history of the market, it's like raising up an average 8% a year. So obviously, you want to be doing everything you can but the market is not necessarily your entire investment portfolio, right? The market is only one piece of the investment portfolio. So even though they say you want to be able to make that in the market, but then there are these other things. When you hire a financial advisor, you're also paying them a percentage. You're paying them fees in some manner. And so the number one thing is to make sure that they're making more than the fees that they're taking. But the second thing that they need to be making is money on top of that, because here's what the average person does when they retire, when you are no longer generating an income, your six-figure salary from your job, and you're ready to hang it up and enjoy retirement, let's just hypothetically say, you have a million dollars in the bank. If we said a million dollars, what are the (inaudible) times .4%, .04, that's $40,000. So the question is, if you have $40,000 can you live on $3,333 a month? And so he said, on average, people are living on the four to 5% of the money that's in their retirement portfolio when they retire where they're literally drawing that out, and that's what they use to pay for life, right? So if you have a million dollars in your portfolio, and you're living on four to 5% you're bringing in 40 grand. If you have $2 million you get to double that, right? So that's the goal here, is to understand how much money do you want in retirement, and then you can work backwards from that understanding, okay, I need to have X in the portfolio in order for me to live this lifestyle that I have for myself, have built for myself, right? So that's where he's coming from. He's clearly also had a lot of other success around that. But these are general investments tips, so. Lesley Logan 24:35  I really love when someone comes to the show that has had decades of experience in one thing, and is like willing to share so much information with us. Brad Crowell 24:43  Yeah, especially since we're not experts in that, that's pretty amazing. Lesley Logan 24:46  No, we're not. And he was really cool to me. He's like, you gotta read this book. Read my book because it's, everything I'm gonna say is in this book. And so I just really think that if you are someone who this is overwhelming, read his book, because it's, sometimes, reading the words is different than hearing the words, and then in the more you hear it, the more it starts to make sense. I know when we work with our wealth managers, I'm just like, okay, I actually understand what you said. You said words. I've heard those words 10 times. You've explained it seven, and now I know. So don't be afraid to ask questions. Don't be afraid to reach out to experts. But please don't put your head in the sand and not talk about your money, even with yourself, you got to be honest with yourself, because you'll need it someday. You really will. So, I'm Lesley Logan.Brad Crowell 25:26  And I'm Brad Crowell. Lesley Logan 25:27  Thank you so much for listening to our podcast, or being part of our audience, for coming up and telling us you listen like it really does mean the world to us. When we're on tour we get to meet so many of you, like, I did this from the podcast. I have (inaudible) because of the podcast. Like, all these different things, and so, we are so, so grateful for you, and the show goes on because of you. So thank you, and make sure you share this episode with a friend who needs to hear it. These money ones are really good ones to share, because someone in your life is like struggling with this right now and needs some help and needs some advice, and you don't have to be that person. And until next time, Be It Till You See It. Brad Crowell 25:58  Bye for now. Lesley Logan 26:00  That's all I got for this episode of the Be It Till You See It Podcast. One thing that would help both myself and future listeners is for you to rate the show and leave a review and follow or subscribe for free wherever you listen to your podcast. Also, make sure to introduce yourself over at the Be It Pod on Instagram. I would love to know more about you. Share this episode with whoever you think needs to hear it. Help us and others Be It Till You See It. Have an awesome day. Be It Till You See It is a production of The Bloom Podcast Network. If you want to leave us a message or a question that we might read on another episode, you can text us at +1-310-905-5534 or send a DM on Instagram @BeItPod.Brad Crowell 26:43  It's written, filmed, and recorded by your host, Lesley Logan, and me, Brad Crowell.Lesley Logan 26:48  It is transcribed, produced and edited by the epic team at Disenyo.co.Brad Crowell 26:52  Our theme music is by Ali at Apex Production Music and our branding by designer and artist, Gianfranco Cioffi.Lesley Logan 26:59  Special thanks to Melissa Solomon for creating our visuals.Brad Crowell 27:02  Also to Angelina Herico for adding all of our content to our website. And finally to Meridith Root for keeping us all on point and on time.Transcribed by https://otter.aiSupport this podcast at — https://redcircle.com/be-it-till-you-see-it/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode, recorded at Podfest—the world's longest-running annual in-person podcasting conference—I had the pleasure of meeting Adrienne Baile, founder of Her Financial Health. Adrienne is dedicated to creating a supportive space where women can confidently navigate their financial journeys, gain independence, and align their wealth with their values. We discussed the importance of financial planning for conferences like Podfest in the new year. As business owners, these events offer invaluable networking opportunities, and having a solid plan to attend them can greatly benefit your brand. If you're a business owner or know someone who is, this episode is a must-listen! Hit play and dive in! Resources Grants for Small Business Owners https://www.grantsforsmallbusinessowners.com/    Connect with the host, Patrina Dixon +Instagram https://www.instagram.com/itsmymoney_/    +Facebook https://www.facebook.com/profile.php?id=100013355082005    +Twitter https://twitter.com/itsmymoney_    +YouTube https://youtube.com/c/It%E2%80%99sMyMoneywithPatrinaDixon    +Pinterest https://pin.it/5x8rOTp    +Website http://www.itsmymoneyjournal.info/    Connect with guest, Adrienne Baile +YouTube https://www.youtube.com/@herfinancialhealth

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

In today's episode, we're tackling a topic many Christians find uncomfortable - money and wealth building. Join host Jan Touchberry and guest Melissa Edmiston as they explore how to build generational wealth with Kingdom purpose. EPISODE HIGHLIGHTS: [00:00] - Introduction to the "taboo" topic of money and why we need to change our perspective [04:36] - Meet Melissa Edmiston: Wife, mother, and investment expert with a passion for Kingdom impact [08:10] - How God uses valley seasons to prepare us for His greater purpose [16:20] - Understanding investment funds and why they matter for building wealth [28:54] - Breaking down the Biblical perspective on multiplication vs. savings (The Parable of the Talents) [35:00] - The importance of diversification across multiple asset classes: - Real estate (lower risk, lower return) - Stock market trading (medium risk, medium return) - Cryptocurrency (higher risk, higher return) KEY TAKEAWAYS: - The importance of putting wealth in the hands of Kingdom-minded believers - Why diversification is crucial for long-term wealth building - How to approach investing with Biblical wisdom - Tips for getting started in investment funds BONUS CONTENT (41:44): Two beginner-friendly investment apps recommended by Melissa: - Coinbase for cryptocurrency - Acorns for traditional investing Connect with Melissa: IG: https://www.instagram.com/melissa.edmiston/ LinkedIn: www.linkedin.com/in/melissa-edmiston-413022200 Website: https://investwithtelos.com/home HOW TO SUPPORT THE SHOW: - Follow "Her Faith at Work" on your favorite podcast platform - Leave a review on ⁠Apple Podcasts⁠ - Share this episode with a fellow entrepreneur who needs to hear this message - ⁠Buy Me a Coffee⁠ ☕️ CONNECT WITH JAN: Here are all the best places and FREE stuff

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