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2 episodes with under daniel
2 episodes with under daniel
Target Market Insights: Multifamily Real Estate Marketing Tips
Daniel Cocca is the Co-Founder and Managing Director of Alpha Investing, a real estate private equity firm targeting unique and compelling investment opportunities for the current market cycle and economic climate. Daniel's background as a NYC biglaw corporate attorney combined with his private equity expertise gives him a unique viewpoint on structuring complex transactions, navigating capital markets, executing unique investment strategies and managing multifaceted real estate deals. Under Daniel's leadership, Alpha Investing has driven over $3 billion in investments, targeting a unique mix of asset classes and strategies that are often less accessible to individual investors. He has successfully navigated various market changes and opportunities over the years. Given the current market volatility, he is well-positioned to offer valuable insights into emerging real estate trends, strategies for portfolio diversification, and approaches to achieving strong returns across diverse asset classes. In this episode, we talked to Daniel about investing into uncertain markets, sensible investment deals, adjusting investment strategy and how frequent it should be, as well as depending on what change within the market, and much more. Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Finding the Right Deal; 02:39 Daniel's background; 15:37 Tips for investing into uncertain markets; 17:58 An insight into sensible investment deals; 24:43 Adjustment frequency of investment strategies; 29:46 Round of Insights Announcement: Learn about our Apartment Investing Mastermind here. Round of Insights Apparent Failure: A short-term debt misstep that reinforced a stronger long-term investment strategy.. Digital Resource: The Wall Street Journal and podcasts. Most Recommended Book: How to Win Friends and Influence People. Daily Habit: Working out and pickleball. #1 Insight for investing based on cash flow while still looking for value: Being patient in finding the right deal and taking advantage will help you succeed. Best place to grab a bite: Osteria Francescana. Contact Daniel: Website Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Daniel Jaconetti is the National Sustainable Design Leader at HED, one of the oldest and largest integrated architecture and engineering design firms in the United States, with 400+ employees and annual revenues of over $100M. With nearly 20 years of experience, Daniel is committed to transforming the practice of architecture to achieve zero-carbon, resilient, healthy, and equitably built environments. He leads a team of 6 regional sustainable design leaders developing high-performance designs.Under Daniel's leadership, HED signed onto key climate initiatives like the 1.5°C COP26 Communiqué and the American Institute of Architects (AIA) 2030 Commitment. In 2023 he was appointed to AIA's National Committee on the Environment (COTE) Leadership Group.Find Daniel Jaconetti and HED online:https://living-future.org/https://www.hed.design/Find me online:This Sustainable Life: Solve For Nature Podcast: https://shows.acast.com/solvefornatureBlog: https://verdantgrowth.blog/YouTube: https://www.youtube.com/c/verdantgrowthTwitter: https://twitter.com/VerdantGrowthFacebook: https://www.facebook.com/realverdantgrowthInstagram: http://instagram.com/verdant.growth or http://instagram.com/verdantgrowthofficial Hosted on Acast. See acast.com/privacy for more information.
“My goal and still is, is to be able to create a business that's ethical from the farm to the end.” —Daniel Korson The emerging category of ethical vegan chocolate appeals to health-conscious consumers who demand transparency and sustainability in their treats. As demand grows for plant-based options produced with care and compassion, vegan chocolate represents an opportunity for small businesses to delight taste buds while upholding values from bean to bar. On this special Valentine's Day episode, Justine sits down with chocolatier Daniel Korson. Daniel is the Founder and President of Coracao Chocolate, an organic and fair-trade chocolate company based in California. After developing digestive issues as a teenager, Daniel was inspired to create clean, allergen-free treats and has grown Coracao into an award-winning brand known for innovative flavors and sustainable practices. Listen in as Justine and Daniel walk us through the process of crafting decadent treats, scaling production and ingredients, employing innovative practices like employee ownership programs and sustainable packaging, tempering chocolate, and maintaining high standards for organic ingredients and sustainability in the business. Meet Daniel: Daniel Korson is the founder and owner of Coracao Chocolate, an organic and fair-trade chocolate company based in Berkeley, California. With over 15 years of experience in the specialty food industry, Daniel pioneered the category of clean, allergen-free chocolate. Prior to launching Coracao, Daniel worked as a pastry chef where he began experimenting with raw cacao ingredients. This sparked the idea to recreate nostalgic childhood treats that he could enjoy despite developing digestive sensitivities. Under Daniel's leadership, Coracao has grown into an award-winning brand distributed nationwide, known for unique fillings and a commitment to ethical sourcing from farm to factory. When he isn't developing new chocolate recipes or running the day-to-day operations, Daniel enjoys educating consumers and the trade about bean-to-bar production techniques. He also advocates for sustainability initiatives in packaging and farming practices. Daniel continues advancing Coracao's mission to spread health and joy through thoughtfully crafted confections. Website Facebook Instagram LinkedIn Connect with NextGen Purpose: Website Facebook Instagram LinkedIn YouTube Episode Highlights: 03:15 Tempering Chocolate 08:17 How Employee Ownership Works 12:17 Sourcing Quality Ingredients 17:37 Ethical From Farm to End
Daniel Marcos, CEO of Growth Institute, is a pioneering force in online education for C-level executives in fast-growing firms. As a keynote speaker and certified CEO Coach, he champions empowering 1 million entrepreneurs to scale impact and streamline operations. With affiliations in prestigious groups like YPO and EO, Daniel's expertise as a Scaling Up methodology coach stems from his experience in EO's "Birthing of Giants" CEO program. His educational background includes a BS in Industrial and Systems Engineering from ITESM and an MBA (cum laude) from Babson College. Recognizing CEOs as pivotal to a company's growth, Daniel, a seasoned entrepreneur, collaborated in 2012 with Verne Harnish to democratize executive training. This effort made premium training accessible globally, moving beyond the confines of exclusive niches. Under Daniel's leadership, Growth Institute has achieved four consecutive INC5000 recognitions, reflecting its rapid growth and global reach. The institute boasts a vast membership of over 70,000 individuals across 70+ countries, signifying its profound impact on aspiring business leaders worldwide.
Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
Creativity is the secret ingredient for Daniel Lamarre's two-decade run as Cirque du Soleil's CEO. Under Daniel's management, Cirque du Soleil went from a budding circus company to a global media empire. In this special episode of Shopify On Location, Daniel shares how to balance creativity with profitability and take any business to new heights. For more on Cirque du Soleil and show notes: https://www.shopify.com/blog/cirque-du-soleil-creativity?utm_campaign=shopifymasters&utm_medium=youtube&utm_source=podcast
Daniel Blue is a renowned financial expert, entrepreneur, and the owner of Quest Education. As a regular contributor to Forbes.com, he shares valuable insights on obtaining capital for businesses, eliminating high-interest debt, and leveraging self-directed retirement accounts for alternative asset investments. With over a decade of experience in educating small business owners, Daniel possesses a unique ability to help individuals achieve life-changing financial outcomes.Under Daniel's leadership, Quest Education has achieved remarkable success, surpassing the 7-figure mark for two consecutive years and serving thousands of satisfied customers across the United States.Daniel is also an accomplished author, with his book "B.L.U.E. PRINT to Your Best Retirement" becoming an Amazon Best Seller. In addition, he hosts a rapidly growing podcast titled "How Winners Win" alongside co-host Keitoh Spears. Through their podcast, Daniel and Keitoh guide listeners on a transformative journey, equipping them with the tools needed to succeed in their personal, business, and financial lives. "How Winners Win" is available on popular podcast platforms, including Apple Podcasts, Spotify, anchor.fm, and Stitcher.To connect with Daniel Blue or learn more about his work, you can visit his website at danielblue.me.
Daniel is a regular contributor to Forbes.com and is the owner of Quest Education. This company helps entrepreneurs obtain capital for their companies, pay off high-interest debt and make money tax-free using a self-directed retirement account. Under Daniel's leadership, Quest Education has reached the seven-figure mark two years in a row and has customers in all fifty states. Daniel talks with me about:
E273 – Inner Voice – a Heartfelt Chat with Dr. Foojan. In this episode, Dr. Foojan Chats with Daniel Blue, a regular contributor to Forbes.com. He is the owner of Quest Education - a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt and make money tax-free using a self-directed retirement account to invest in alternative assets. With over ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances, which leads to life-changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. We talk about his book “B.L.U.E Print to your Best Retirement,” which is an Amazon Best Seller. www.danielblue.me Remember to Subscribe, Listen, Review, Share! Find me on these sites: *iTunes (https://itunes.apple.com/us/podcast/i...) *Google Play (https://play.google.com/music/m/Inpl5...) *Stitcher (https://www.stitcher.com/s?fid=185544...) *YouTube (https://www.youtube.com/DrFoojanZeine ) Platforms to Like and Follow: *Facebook (https://www.facebook.com/DrFoojanZeine/) *Instagram (https://www.instagram.com/Dr.FoojanZe...) *Twitter (https://www.twitter.com/DrZeine/) *LinkedIn (https://www.linkedin.com/in/DrFoojanZ...)
This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others' mistakes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel's leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement' and it's an amazon best seller. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12 Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
Check it out on Spotify: https://spoti.fi/33Z4VsE Check it out on Apple: https://apple.co/3AHc2DT Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. Dreams: Fire Himself by empowering his team. Help troubled kids between 7-18 in a broken home transform their lives. Be remembered for creating massive impact in the community. How you can Help: Favorite Book, Movie, or Podcast: Contact them at: https://www.danielblue.me/
Check it out on Spotify: https://spoti.fi/33Z4VsE Check it out on Apple: https://apple.co/3AHc2DT Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. Dreams: Fire Himself by empowering his team. Help troubled kids between 7-18 in a broken home transform their lives. Be remembered for creating massive impact in the community. How you can Help: Favorite Book, Movie, or Podcast: Contact them at: https://www.danielblue.me/
Looking for a strategic way to access your retirement account? Sick of trying to figure out the penalties and taxes associated with doing so? Join us as Daniel Blue helps us understand how it's possible to access money inside a retirement account without paying penalties and taxes. These strategies can allow you to pay off high interest debt and generate tax free wealth in non-traditional ways, and in doing so empower and provide more freedom over your finances.Website: https://www.danielblue.me/Facebook: https://www.facebook.com/profile.php?...Instagram: https://www.instagram.com/danielblue__/LinkedIn: https://www.linkedin.com/in/daniel-bl...I have a book called "BLUEPRINT TO YOUR BEST RETIREMENT"- The book shows people how to access their retirement accounts penalty/tax free and how to create tax free wealth.Daniel is a regular contributor to Forbes.com and is the owner of Quest Education; a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self-directed retirement account too invest in alternative assets. Under Daniel's leadership, they have reached the 7-figure mark two years in a row with a thousand customers throughout the United States. I'm Candy Messer, President of Affordable Bookkeeping and Payroll and Podcast Host of Biz Help For You. This channel will share helpful information for you to run a successful business including tips in the areas of bookkeeping, payroll, sales tax, business licenses, and other compliance PLUS information I share from experts in other fields.To find even more helpful information, visit my blog at https://affordablebookkeepingandpayro...Lingo Guide: https://bit.ly/3bMO9V4
In this episode, we talk about how business owners can acquire #capital for their #business.Daniel Blue:Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States.His book "B.L.U.E. PRINT to Your Best Retirement" is an Amazon Best Seller.https://yourquest.com/~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~RESOURCEFUL AGENT:My name is Andy Silvius and I'm a full time #realtor for Keller Williams Realty in Coeur d'Alene, Idaho. I started the podcast "Resourceful Agent Radio Show" to influence others to keep progressing in life, whether it's stepping outside of your comfort zone and chasing your dreams or just helping you find solutions to problems you may face in #business finances, and life.Above all, I'm an #entrepreneur on the search for answers and new business opportunities one interview at a time!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~FOLLOW RESOURCEFUL AGENT ON:→ https://www.facebook.com/ResourcefulAgent→ https://www.instagram.com/Resourcefulagent/→ https://www.linkedin.com/in/andrew-silvius-091aa7190/→ https://www.resourcefulagent.com/~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Meet Daniel Blue. Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances which lead to life-changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His book "B.L.U.E. PRINT to Your Best Retirement" is an Amazon Best Seller. Visit him on the web at https://danielblue.me. #entrepreneurship #businessfunding #growthstrategy Topics covered: business ideas,funding for startup business,startup funding,startup funding 2022,venture capital,seed capital gta,angel investors,angel investors for startup business,venture capitalist,startup funding explained,angel investors vs venture capitalists,angel investors explained,startup funding 101,angel investing,venture capital explained,entrepreneur,angel investor,entrepreneurship,find angel investors,business ideas 2022,startups,seed funding,startup entrepreneurs Missed any prior episodes, find them here: https://growthbysabir.com/liveshow ABOUT SABIR SEMERKANT (Host, #ThisWeekWithSabir) Let me 2X Your Daily Sales Within 6 Weeks. 25+ Years Track Record across multiple product categories whether you run your business on Shopify, Amazon or any other online selling platforms. Book a Discovery Call here https://growthbysabir.com/discovery to discuss your business challenges. --- Support this podcast: https://anchor.fm/sabir-semerkant/support
Daniel is a regular contributor to Forbes.com and is the owner of Quest Education; a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self-directed retirement account too invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack of helping individuals get creative with their finances that lead to life changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His book “B.L.U.E Print to your Best Retirement” is an Amazon Best Seller. Exclusive Gift: Sign up and activate your FREE Reach Your Peak Club Membership and you'll instantly access DEEP discounts on major software, services, and top-shelf training courses you need to run a successful business. As an entrepreneur, you want to do just that - Reach Your Peak! This exclusive club is the perfect resource for businesses seeking better solutions at lower prices while building their empire. Go to https://ReachYourPeakClub.com and sign up now! Watch The Mind Body Business Show LIVE! - Did you know that this "podcast" is actually a LIVE video show? Register (completely SPAM-Free) to receive automated announcements whenever we go live. Then simply click and engage. We welcome your questions and real-time participation. Go to http://ryps.tk/cbm-register and register (free) now!
Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances, which leads to life-changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His book B.L.U.E. PRINT to Your Best Retirement is an Amazon Best Seller. He also hosts the podcast, “How Winners Win” with Keitoh Spears.Support the show
“Rewards, cashback, that's a game, right? These credit card companies, they use that as a marketing tactic to give them business… Use that to your advantage, we get a lot of free money, but don't just turn around and give them that money back because you're paying a bunch of interest on that debt.” - Daniel Blue In this episode of Tactical Friday, Daniel Blue goes back for more tactics to apply in creating your financial plan, particularly towards establishing a solid retirement blueprint. He advises the proper way to use credit cards to our advantage and how to make the most out of the existing retirement accounts. Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life-changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His story is unique in the sense he had a daughter when he was 19 years old and overcame an addiction to Oxycontin at 20 years old. Those two life-changing moments helped shape Daniel into becoming the man he is today. [00:01 - 00:39] Opening Segment If you have a platform and you want to create content that DELIVERS, go over tohttp://knightly.productions/ ( knightly.productions)! For the first part of my interview with Daniel, tune in to last Monday's episode [00:40 - 07:18] Steps to Take in Crafting Your Retirement Plan Blueprint for a sustainable retirement plan by focusing on the controllable Looking into your existing retirement accounts The caveat of taking in credit card debt [07:19 - 10:52] Beware of High Taxes and Penalties Playing around with your investments tax-free - going for solo 401k Mitigating risk through fixed rate of return Beware of high percentage taxes and early withdrawal penalties [10:53 - 13:27] Closing Segment Connect with Daniel (links below) Closing words Key Quote: “Investments in the real estate space or the business lending space… A lot of the customers like these kinds of investments because, you know, they're fixed investments, they don't go up, they don't go down. There's just a fixed rate of return… [the] stock market is going up and down.” - Daniel Blue Connect with Daniel Check out his http://www.danielblue.me (website) to find out how he can help you access your retirement account penalty and tax-free. Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or clickhttps://podcasts.apple.com/us/podcast/tactical-leadership/id1498567657 ( here) to listen to our previous episodes. Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience in risk assessment and crime prevention. Find out more by visiting https://knightprotectionllc.com/ ( https://knightprotectionllc.com/) If you want to learn how to build a better business check out my website athttps://beatacticalleader.com/ ( Beatacticalleader.com). You can connect with us onhttps://www.linkedin.com/in/zaknight ( LinkedIn),https://www.instagram.com/beatacticalleader/ ( Instagram), or joinhttps://www.facebook.com/groups/BATLgroup/ ( Our BATL Space) and become part of the community.
“There's a point in time where something has to trigger in your brain to take a different approach… We can get a ton of self-help out there. However, like, you have to really hit a certain point where it registers where you flip the switch.” - Daniel Blue In today's episode, Daniel Blue talks about his journey from suffering from drug addiction and dealing with a heartbreaking family divorce to being in the world of sales and eventually starting his own business. He emphasizes the virtue of being competitive and the ways to cultivate a mindset of success despite life taking its toll on us at times. Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life-changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His story is unique in the sense he had a daughter when he was 19 years old and overcame an addiction to Oxycontin at 20 years old. Those two life-changing moments helped shape Daniel into becoming the man he is today. [00:01 - 07:23] Opening Segment If you have a platform and you want to create content that DELIVERS, go over tohttp://knightly.productions/ ( knightly.productions)! Daniel Blue on having only one kidney and the origin of his entrepreneurship journey Battling addiction and discovering the world of sales at 18 [07:24 - 14:48] The Leap from the W-2 to Entrepreneurship with Competitiveness Harnessing the drive of being competitive The transition from being a high-performing employee to being a business owner Where we go wrong with our finances - a look into credit cards, 401k, and IRA [14:49 - 29:02] Flipping the Switch to a Success Mindset Utilizing and optimizing information for better financial status From addiction to cultivating a success mindset Figuring out the healthy outlets to get you into the zone [29:03 - 35:32] Closing Segment The legacy Daniel wants to create - do what you love and make an impact Connect with Daniel (links below) Join us for Tactical Friday! Key Quotes: “Okay, I'm done pouting for the last 30 minutes. Now I gotta move on. Like, where's the positive spin in this? What's good that's gonna come out of this, right? And there's always something good that's gonna come out of it, right? And that's up to you to find out.” - Daniel Blue “It's really easy to get caught up in our own feelings like you said, but you just got to, you know, make sure that you're not sulking in that too much. And you figure out what makes you tick to get out of that zone.” - Daniel Blue Connect with Daniel Check out his http://www.danielblue.me (website) to find out how he can help you access your retirement account penalty and tax-free. Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or clickhttps://podcasts.apple.com/us/podcast/tactical-leadership/id1498567657 ( here) to listen to our previous episodes. Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience in risk assessment and crime prevention. Find out more by visiting https://knightprotectionllc.com/ ( https://knightprotectionllc.com/) If you want to learn how to build a better business check out my website athttps://beatacticalleader.com/ ( Beatacticalleader.com). You can connect with us...
Daniel Blue is the CEO of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self directed retirement account. Also, he's a regular contributor to Forbes.com Under Daniel's leadership, Quest Education has reached the seven figure mark two years in a row and has customers in all fifty states. Also, he is the best selling author of BLUE Print to Your Best Retirement. We invite you to connect with Daniel on his website at www.danielblue.me
Daniel is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and make money tax-free using a self-directed retirement account. Under Daniel's leadership, Quest Education has reached the seven-figure mark two years in a row and has customers in all fifty states. In this episode, Daniel shares how to tap into your retirement accounts, penalty and tax-free, so that you can use your money to invest. Daniel's link: https://www.danielblue.me/ --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals. Michael: What's going on everyone? Welcome to another episode of the Remote Real Estate Investor. I'm Michael Albaum and today with me, I have Daniel Blue, a Forbes, contributor, author, business owner, entrepreneur, extraordinaire. And he's gonna be talking to us today about how to tap into your retirement accounts, possibly penalty and tax free. So let's get into it. Daniel Blue man, thanks for coming on and hanging out with me. I really appreciate you taking the time. Daniel: Hey, Michael, excited to be here. Thank you so much for having me on your show. Michael: My pleasure. My pleasure! So for those people who aren't familiar with you give us the elevator speech of kind of who you are, where you come from, and what is it that you're doing today? Daniel: Yeah, I'm in the entrepreneur space. I've got a company here in Las Vegas. I have got about 13 employees. And the problem that we solve in the marketplace is helping people access money, their retirement accounts penalty and tax free. So we have a lot of fun with that, and teaching people how to liberate their 401k free of their IRAs and have them use the money the way that they want to use it and not having to rely on Wall Street and the IRS telling them what to do. So I guess I'd have a lot of fun doing that. I kind of stumbled into entrepreneurship. I don't have this cool Gary Vee story where it's like, I was a hustler out the womb, you know. And I was running side hustling and… Michael: Stealing candy on the school yard… Daniel: ….grabbing flowers from one neighbor's house and then go into the next door neighbors and then meet ringing their doorbell, telling those flowers right, like, I don't have any cool things like that. Yeah, played sports growing up. And I think sports had a lot to do with me becoming a business owner. I think there's a lot of parallels between sports and business. But really, when I look back at my story, when I was 12, is when adversity hit. My parents got divorced, my dad moved to Mexico and now it's just my mom and I. And we lived in California, high cost living, my mom's gone all day, working all day doing the best that she can do to provide. And that left me with a lot of time on my hands. And with my dad gone. And I didn't have answers as far as why he left and why he wasn't coming back and why he lived in a foreign country. I definitely rebelled a lot. And I started to seek, you know, other people to kind of fill the void that my dad left, right, I was easily influenced by other people and hung out the wrong crowd. So I started ditching school, you know, smoking weed, drinking alcoholic making a lot of bad decisions. And I just stumbled along in high school, I barely graduated high school, I didn't really have a plan on what I was going to do with my life. In 18 years old, there's a few things that happened that definitely shaped who I am, the day, ended up getting a woman pregnant, got addicted OxyContin and dropped out of college. But while this was happening, I stumbled upon sales. And sales was definitely a gateway for me to create an extra income and a way out, and also teaching me how to become a business owner. Because obviously, you got to learn how to communicate how to sell. And, you know, I didn't have again, these aspirations on being a business owner, I just saw my mom's struggle. And I was like, man, like, I don't want to be that way. I want to be able to help her, I want to be able to help myself, like I got to figure out a way to make more money. And sales was that path on being able to do that. And sales opened up a lot of networking, a lot of relationships. And that's how I was able to find the self-directed space and being able to, you know, help people, you know, really get creative with their retirement accounts. Michael: Man, what an incredible background and story you've had Daniel. I'm just curious what kind of sales did you discover that really opened your eyes? Daniel: Yeah, it was in the real estate space. So people wanting to learn how to do you know flips, tax liens, you know, rentals and things of that nature. So was in the real estate coaching space. And that's kind of how I got introduced to the self-directed retirement account arena. I would talk to these clients and they would be saying things along the lines of I use my retirement account, to invest in real estate. And that was so foreign to me, because I always thought IRAs and 401 ks was just for stocks and mutual funds. The idea of using a retirement account outside the stock market, and also so new to me, and, you know, that world was open to me. And I was like, man, I really like this world. I've always had a knack for wanting to learn about the financial space. So that was a… you know, definitely a seed that was planted in me. And then, about seven years ago, I got it into the self-directed space. And it's been, you know, a fun journey since. Michael: Oh, man. That's amazing. So for everyone listening to the episode, if your ears didn't perk up when Daniel said that you can use your retirement accounts and tap into those to invest in real estate. I mean, this is really really cool stuff! So Daniel tell us, how do you do it? What's the secret sauce? I mean, because this has been always told to so many Americans that this is untouchable money. Daniel: Yeah, and it's the thought process, we've been conditioned to think that this retirement account that we have this for when you get old, it's for when you retire. And if you're fortunate enough to take money out of the retirement account, you're going to pay 30% in penalties and taxes. So that that's what we're conditioned to think is it's going to cost me an arm and a leg to touch my money. And I actually can't even touch my money until I'm retired. Right, right. And those are myths, right? So you know, people that have a 401k, from an old job, for example, or an IRA, there's a way for you to convert that money into an account called a solo 401k. And this is a great account for the solopreneur. If you're listening to this right now and you know, maybe you want to get started in your real estate journey, maybe you're trying to get your first flip. And maybe you've got some kind of side hustle. Basically, if you have some kind of business activity, and there's no W2 employees in the picture, then you qualify for the solo 401k. And the solo 401k can do a lot of cool things: One, it can be self-directed. So you know, you can invest into a real estate syndication deal. You can invest into, you know, a private equity play, right. But what makes a solo 401k so unique is, it has a loan feature where essentially, you can be your own bank, and pull money out of the account penalty and tax free, and use that money however you want, which includes paying off high interest rate, credit card debt, and I want to spend a little bit of time Michael talking about that subject. Because, you know, we were talking off air about you know, your audience and kind of what they're about, you know, kind of being more on the newer side of the journey, you know, maybe you're thinking about starting a business, maybe you've only been in business for a year, two years, couple years. I can relate! I started this business three years ago, using 0% credit cards. I made a lot of mistakes in my earlier days, not valuing my credit score, not playing the credit score game. And I think anyone listening to this right now, credit is king, right? They say cash is king! Cool, I get it. You got to have cash, but you need to have a really good, great credit score, right? Like if you're buying a property with private lending money, how are you going to exit that deal? Like, okay, cool, sell it great. But maybe want to refinance it and have it be VRBO. Right? Or rent it out, you gotta have good credit. And I used to think that I didn't need credit cards, like and I have cash, I don't even need a credit card… I was 20/ 21 years old, and I was a dummy, I was ignorant. You know, credit score is a game, right? Like you want to have a 700 a 750, close to 800, right? Because the better your credit score is, the more you have the ability to go to a bank and get cheap money, right. The problem with credit scores, though, Michael is credit utilization rates. And a lot of people struggle with credit card debt, if you're listening to this right now. And you've got more than $10,000 in credit card debt, and you're paying double digit interest. Like not only are you losing money to the banks, but you're also your credit score is suffering. And not having a good credit score can cost you money on your car insurance, it can cost you money on you know other kinds of car loans, a mortgage, your ability to refinance, right, like so many different connections with the credit score. And one thing that I've seen a lot of our clients do, is being able to be their own bank, where essentially they access the money from their retirement account penalty and tax free, pay off their high interest rate credit card debt in one shot. So now there is no more monthly payments to discover. And now instead of paying the credit card companies, they're just paying their retirement account back, they're paying their solo 401k back so they're their own bank, they're saving a buttload on interest, and then now their credit score goes up. And guys, when you're a real estate investor and you're trying to lock down deals, like it's just life's make your life easier and have a really good credit score. So if you've got credit card debt, you know, solo 401k might be a play for you to you know, break free from that debt once and for all. Michael: That's incredible! And you were saying for who a solo 1k, solo 401k is 4. You said there's no W2 employees in the picture but so if someone's got a side hustle, maybe they have W2 day job, but they've got a side hustle doing whatever, it's just themselves. Are you saying that they qualify for the solo 401k? Daniel: Yeah, let me let's just say you know, they're there in your neck of the woods, Michael. They've got a high paying tech job, W2 salary, but they've got this side hustle on the side. Yeah, they have a 401k from an old job, a previous corporate job, or maybe they have an IRA, they could technically convert that account into the solo 401k, keep working their day job make their W2 income, but because they have this business activity going on, on the side, they qualify for the solo 401k. So now they can have their own retirement account money goes in the solo 401k. And they can do a lot of cool things within that account. Michael: That's incredible! So I actually took a loan from my 401k, a traditional 401k, my traditional employer of my past job, but the limit was like, I think 50,000, or half of the account balance. Is there a limit to the loan size that you can take from a solo 401k? Daniel: Yeah, so there is that limit, and it's 50% of the account value or 50,000, whichever number is less. So think of that card that you have in your back pocket that you can use for different things like it's just like a Swiss army knife, maybe you want to use some of that money to pay off your personal credit card debt, so you can get a better credit score. So then you can go to the bank and get a much larger, larger loan, you know, an actual loan from the bank that allows you to take down this property that you want to buy for 400k, right, or, you know, maybe you just need a bigger down payment, right? So you use the loan feature on the solo 401k For that down payment, right? To actually use the solo 401k the money inside of the account to purchase real estate, this is where it gets a little… what's the right word?... so a little bit hairy… And I talked about this in my book a lot. And I can just kind of give the brief rundown here, so I don't put your audience asleep. But when you use your retirement account to own real estate inside of the account: set aside the loan! I'm not talking about the loan, but your retirement account owns real estate. There's two different types of real estate it can own. It can own passive or it can own active. If it's passive: easy peasy. And when I say passive, I'm talking private lending a promissory note, right? You're just lending the money. And you're a passive investor, right? You're not actively managing that deal. That's easy peasy. The IRS lets you do that all day long. There's really not a lot of restrictions there. If you want to do an active deal, and your retirement account owns the property, that's when the IRS is like, whoa, whoa, whoa, like, you can't do that. You can't do that. And they call those prohibited transactions. So if you just Google self-directed retirement account prohibited transactions, it'll give you the IRS code have kind of what I'll summarize. But basically, if your retirement account owns this, this property in a cul de sac that you want to flip, you can't commingle funds, like you can't use your retirement account money, and then money you have in savings to take down this deal. If your retirement account owns the property, you can't do any of the repairs yourself, you have to hire a third party. If your retirement account owns this property, you can't live in the property. If your retirement account owns this property, you can't rent it out to your sister or your dad, you can't rent it out to a lineal descendants. So those are some of the prohibited transactions you have to be aware of, if you're going to use your retirement account to actually own a property, like if you want to flip it if you want to do a rental. So I was just you know, we want to have people know ahead of time what they can and can't do. And that's fine education company like ours exists. So as you can see, based off just listening to what I'm saying, if you're going to use your solo 401k, or a self-directed IRA, to invest into passive deals, it's easy peasy. A tons of people do it, there's not a ton of restrictions, when you start going down the path of active deals. You know, that's where you got to think about some things like financing, how are you going to finance that property? Who's going to do the work, making sure you're not living in it and making sure you're aware of some of those restrictions. Michael: That is so interesting! What are your thoughts on taking a loan from your self-directed or from your 401k, if you're paying back the interest to yourself and using those dollars to invest in a passive deal. So that the dollars you're earning are going to be tax free and usable today? Daniel: Yeah. So again: disclaimer! I'm not securities license, you know, I'm not trying to sell investments here. I'm not giving financial advice. So you know, definitely run things by you know, someone that that's qualified in that space. And that's what I love about what we do. We sell solutions. We don't sell investments. And I think that's a big problem in the financial space, especially these big massive Wall Street companies. They're just trying to shove products down your throat and make a big fat commission. And you know, people have to eat people have to make money. I respect that. But that's what I love about the self-directed spaces. You have so many options on where you want to invest your money. You can use the money to invest in the crypto franchises private equity, private placements, ppm, promissory notes, private lending, precious metals, right like you're the captain of the ship, you know, not some financial adviser that's just using your money to make fees to cover his yacht payment. Right. So that's enough of me beating up Wall Street but to answer your question directly, obviously, when you invest money, taxes are a big thing. And you know, that's another restriction if your retirement account owns, you know, 123 Apple Tree Road, and that's the house it owns. You don't get to write off that property right. There's no depreciation because the IRS is like: Hey, we are not gonna give you depreciation and tax deferred or tax free if it's roth, right. So they don't give you the depreciation. And I know that's a really big deal, you know, in the real estate investing space. So I'm a bigger proponent of you personally, my just opinion, is if you're going to do an active deal where like you're an equity member, you're getting some pass through, you know, you're it's an active deal. Like, if that's the way the deal is structured, I would rather take a loan from the plan. And now because it's cash, it's outside of the retirement account, I can use it to put into this property over here. And I don't have to deal with commingling money, I don't have to deal with restrictions from the IRS, because this asset is not held inside the account. The asset is held outside of the account. So now I get the tax benefits, I get to call the shots, I'm just on the hook for paying back my loan, and it's a five year loan, the interest rate is typically prime plus two. So as we're doing this podcast right now, government hasn't raised interest rates just yet. But there's a chance by the time you listen to this podcast, interest rates have gone up. But right now as we're doing it, interest rate on a solo 401k loan is like 5.25%. But that interest goes back to your retirement account. So when you're taking a loan from your solo 401k, you definitely need to think opportunity costs, right? Because you could leave that money in the solo 401k. And it could be invested into some investment that's earning you interest, it also could be losing money, right? I mean, like the NASDAQ is down right now. So a lot of people are losing money. So there's that argument, but you want to be wise with the money you take out as a loan, you know. Whether you use the money to pay off, you know, 20% interest rate credit card debt, I always think that's a pretty good decision to think about, because if your retirement account is only making 10% a year, but your credit card debts costing you 20% a year, that math doesn't help you, doesn't serve you right, so I think that's always a good play. And then to what you just said earlier, you know, the idea of taking a loan from your solo 401k, and putting it into this real estate deal, where you get some really sweet tax benefits and way of generating income, you know, that allows you to pay back your loan. You know, I always think that's a play worth looking into for sure. Michael: Awesome, awesome! What are some other ways that people can tap into their retirement accounts? Daniel: You know, basically, if you've got a 401k, with your current employer, you're pretty much SOL. The 401k plan has a loan feature, and you do what Michael did, right? Basically, you call your 401k company through your job and say: Hey, do I have a loan feature in my plan documentation? If they say yes, then you could, you can most likely do what Michael just did, right. You can take 50% of the account value, or $50,000. You know, make sure when you take that money out, you have a plan for that money, right, you're not going to use that money to go on a cruise, right. So like, make sure it makes sense for you to do that. And then really just the easiest way is if you have that 401k, you know, from an old job, or that IRA that you have, you know, converting it into either a self-directed IRA, which some of you guys may be aware of. I think most people are aware of a self-directed IRA, compared to a solo 401k, a lot of people aren't aware of the solo 401k. So if you're an entrepreneur, and you qualify for the solo 401k, I think it's a better account than the self-directed IRA, because the solo and the self-directed IRA invest the same way, they can invest outside the stock market, they can invest in real estate, they can invest in alternative assets. But a couple big difference makers is solo 401k has the loan feature. You can be your own bank with a solo 401k. There is no loan feature on an IRA, you can't be your own bank. So that's a big game changer. And then, you know, for the people that have some pretty good earned income coming in, you can only contribute six to $7,000 RS into an IRA, new money, whereas a solo 401k new money you can contribute, you know, really close about $60,000 per year. Michael: Wow! Daniel: That's a really good benefit, especially if you're going to start tapping into the Roth contribution. You know, we've got quite a few people out there that you know, have pretty good business income, pretty good earned income, and they're maxing out their contributions and imagine putting $50,000 a year into a Roth solo 401k. And then, you know, seeing that bad boy grow to 500,000 a million dollars over a period of time. And then now that money is 100% tax free. Michael: That's incredible. That's incredible! So how does someone open a solo 401k? I mean, physically, what are the things that someone has to do other than show some side business income? Daniel: Yeah, so then, really just wanted to determine where you want the solo 401k held and just being transparent with your listeners, you know, fidelity… Vanguard, TD Ameritrade, great solid company's been around for decades. They offer solo 401k. A solo 401k is still a solo 401k at the end of the day. They might have some branding marketing term, but it's still the same vehicle. Michael: Okay. Daniel: It's a, you know, a Tesla. Tesla's a test, right? Michael: Right. Daniel: It's the same vehicle. But just because it's with a different company doesn't mean it's different. But what is a distinction between a solo 401k with the Wall Street Boys and a solo 401k with a company like ours, is this: A solo 401k with the Wall Street Boys, you're just limited to buying stocks. So Tesla mutual funds ETFs index funds, right? So if you like the idea of just of having your money just invested in the stock market: a solo 401k with those guys makes sense. Michael: Okay Daniel: The difference between a solo 401k with them and a company like ours and other competitors of our company, is we're in the self-directed space. So our solo 401k 's are self-directed, meaning you can invest outside the stock market. You can invest into crypto, you can invest into private placements, private equity, real estate, promissory notes, things of that nature. So you want to decide, okay, you want the vehicle you want the solo 401k: What kind of gas do you want to fill that vehicle up with? Is it stock market gas? Okay, cool, here: Are these companies legit companies fidelity Vanguard, right? Or do you want this other kind of gas, the alternative gas, where you can invest money outside the stock market? And that's where you need a self-directed solo 401k. Michael: Awesome! And as far as the business income that someone would have to show on the side in order to qualify for a self-directed, solo 401k? What does that look like? Are there any limitations? Or if my brother pays me 25 bucks for you know, mowing his lawn, does that count? Daniel: Yeah, so so basically, to actually set up a solo 401k, you can take your IRA or your 401k from your old job, and get it moved over into a solo 401k. And you can do that as long as your business is set up, right. As long as that business that side hustle that doesn't have W2 employees is established, maybe you have an LLC or set up as a sole proprietorship, you can set up a solo 401k and funded from a previous retirement account 401k from a previous job or an IRA, you can do that all day long. But what you can't do: Let's just say your business isn't made any money yet. Let's just say there's no income coming in, you just cannot contribute new money into the plan, right? Michael: Okay. Daniel: So the way to contribute new money into a solo 401k You need to have W2 wages come from your business. So your business has to have enough earnings coming in, enough income coming in, where it can pay you a W2H and then you can take some of that W2 money, and then contribute it into the solo 401k. Michael: So Dan, just so I understand clearly, so the business that you have has to pay you the owner, a W2 wage, but it can't pay, you can't have employees? Right? Daniel: Yeah. So you can have your wife, as a W2 employee with the business that is sponsoring the solo 401k, you can collect a W2 wage from your business that you know, holds the solo 401k are tied to the solo 401k. You just can't have anyone else but you or your spouse. You can have contractors, so 1099 contractors tied to the business, they just can't be W2. Michael: Okay, got it. Got it! So for all the real estate investors out there, if they own property inside of an LLC, would this be potentially a good fit for them? Daniel: Yeah, I mean, as long as there's no W2 employees in the picture, they can take one of those LLC, let's just say they've got an LLC, that's, that's for like, Man, I got some good income coming in, I need some tax benefits. Let me open up a solo 401k With with this LLC, and then they can start flowing some of the money from the LLC, you know, into the solo 401k. You know, maybe they've got this 401k from their old job or this IRA and they're just like, man, I'm not a big fan of this money in the stock market. Maybe it's with fidelity or Charles Schwab or Edward Jones and they're in mutual funds and stocks and they're just like, man, like, stock market is not my thing. I'm not a big fan of it, I love the idea of just moving this money into a solo 401k and then I could have some more control over the money. So they could definitely do that. And then they could take some of the income, you know, that they're earning through their real estate investments, you know, and be able to start contributing, you know, that active income, you know, into that into that plan. Michael: Very, very interesting… Well, Daniel, I know that you also wrote a book, can you share with everyone what the title of the book is called, and where they might be able to find it? Daniel: Yeah, so it's called the: “B.L.U.E. Print To Your Best Retirement” and you know, our company so the company I own quest education, we've got over 1000 customers in all 50 states and you know, we help solve really three main problems, you know, people that have high interest rate, credit card debt, people that need capital for their business, and people that want to invest outside the stock market and the vehicle to solve all three of those problems is helping that person tap into their 401k or IRA penalty and tax free and liberate their retirement account, right. They can use their retirement account to pay off their high interest rate debt, they can use a retirement account to fund their business, they can use a retirement account to invest outside the stock market, I can real estate, right. So that's what we've been doing over the years. And everything that we do is over the phone, you know, our customers are in all 50 states. So it dawned on me, I'm like, man, like we're spending hours and hours with these customers over the phone. It's awesome! But I want to impact more people, I want to be able to have a book that people can download, or they can get shipped out to them. And it's a book that is really easy to understand. You know, a lot of the financial books out there, you know, they're just super overwhelming. They use legalese. And these financial terms that just go over most people's heads. And I wanted to create a book that was just really basic and easy to connect the dots. And so that's, you know, what was my intention behind the book. So the book teaches people how to access a retirement account penalty and tax free, how to use their retirement account in some of the ways that we just talked about paying off their debt, funding their business investing in real estate, I talked about the Roth strategy and creating that bucket of money tax free, like we mentioned, I get more into detail in the book. So I'm pretty confident that you can pick up that book: “B.L.U.E. Print To Your Best Retirement” and get at least one nugget that you can take action on immediately. And then the book can be found at my website. It's danielblue.me. As Daniel blue: b l u e just like the color.me and my websites got my book you know access to all of the my podcast. I got my podcasts on a few different major platforms called: how winners win. I talk a lot about you know winning in the financial space, the entrepreneur space so that's where you can find more of me there as well. And then access to my course and a bunch of other free information. And then you know, if you have money in a retirement account, you're like, holy cow, like I did not know I could access this money penalty and tax free. I want to learn more. There's a way for you to do that on the website as well. So ton of free information on the on the site. Michael: Amazing. Well, they know this was a wealth of knowledge, man. Thank you so much for sharing, and we're looking forward to chat with you soon. Daniel: Thank you again, Michael. appreciate being here. Michael: You got it. Take care. Alrighty, well, that was our episode. A big thank you to Daniel super insightful, super informative, a lot of really good actionable takeaways. If you're interested in learning more definitely give reach out to Daniel and his company and his team. As always, if you liked the episode, feel free to leave us a rating or review wherever it is using your podcasts and we look forward to seeing the next one. Happy investing.
Hello there ROCKSTARS! Welcome to The Entrepreneur Mastery Lab Podcast Episode 72! This week inside the Lab, we are joined by Daniel Blue. Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. How to contact and follow Daniel (here's a few ways): www.danielblue.me https://yourquest.com/ Email: daniel@yourquest.com Join our private Facebook Community Group, The Entrepreneur Mastery Lab ~ A Place for Service Professionals to Give & Grow Got thoughts, comments or just itching for some convo? Hit us up and let us know all about it! Want to join us for a chat, hmmm, we might have an extra lab coat around for you to try on for size. Let us know! podcast@jbandthedoctor.com Check us out on YouTube too! JBandTheDoctor Not enough for you? Really, ok, you're game, we're game. Our Website Instagram Twitter Pinterest Need more, wow, let us know, you may need some help!
Daniel is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self directed retirement account. Under Daniel's leadership, Quest Education has reached the seven figure mark two years in a row and has customers in all fifty states. DanielBlue.Me Daniel's Podcast: How Winners Win YourQuest.com Connect with Wes path2frdm.com wes@path2frdm.com
What you will learn from this episode: Learn about the action steps to gain back your credibility and prove your worth even when everyone around doubts your capability to stand up again. Find out how personal branding plays a role in the long-term game of building your business. Discover how you can use your retirement funds without incurring taxes and penalties. 3Rs Read, Resource, Reflect: Read: Blueprint to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free by Daniel Blue Resource: Real Business Owners podcast Calm - a meditation app Reflect: "Do it despite. Do it despite how you feel, whatever it is, you need to do it, despite." - Daniel Blue Hitting rock bottom -- Addiction crushing you in, you lose your job, drop out of college, nowhere to stay after losing your house, not even your car is spared, and you're left with a little daughter to take care of. That seems to be quite a hopeless case. Yet, something is noteworthy as our guest, Daniel Blue, this week turns his helplessness into building a seven-figure business. How are you supposed to stand up and start anew? In this episode, our guest for today shares his journey from addiction and how he was able to defeat everything, remain sober for more than a decade, prove his worth once again, rise to the top and become the success story that he is today. It may seem an impossible feat to many, but with the renewed credibility he brings and the life lessons learned, he now helps people find solutions. With an insurmountable challenge before him, what saw him through was a strong mindset and confidence to conquer everything. And who could better share the action steps to overcome struggles in life than him? He also talks about the business he founded, Quest Education, and how that helps many people find alternative investment opportunities and use their retirement accounts penalty and tax-free. Daniel Blue is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt and make money tax-free using a self-directed retirement account. Under Daniel's leadership, Quest Education has reached the seven-figure mark two years in a row and has customers in all fifty states. His story is unique in the sense, as he had a daughter when he was 19 years old and overcame addiction to Oxycontin at 20 years old. Those two life-changing moments helped shape Daniel into the man he is today. Topics Covered: 03:17 - His turning point from drug addiction to being clean and starting anew 08:06 - How he sees himself handling the conversation about his addiction with his daughter when the right time comes 09:54 - Using his painful past as a motivation to become successful 11:34 - Why do social media bullies put someone down and how to overcome them 13:01 - What makes a strong and resilient mindset 15:00 - Action steps he needed to do to start on a clean slate 18:56 - Going all into gaining back his credibility 21:13 - What is Quest Education -- how can you get access to your retirement funds without having penalties and taxes 25:09 - Marketing strategies to attract clients and why personal branding matters a lot 27:57 - Ideal age range of customers they attract 28:33 - Different ways Quest Education provides services to people 30:41 - Why keep adding value and not spamming 32:24 - What makes this favorite personal brand not leave a bad taste in the mouth when reading their emails? 33:49 - The reasons why this podcast show is his favorite 35:23 - His favorite quote 36:23 - Conquering limiting beliefs Key Takeaways: "You have to be able to learn from your mistakes, move on, and be able to learn from those failures because I'm ultimately a better person today because of the huge failures that I made in the past. It sucks, but it's who I am." - Daniel Blue "I feel like the tougher the shit you deal with, the harder it is, the more it's pushing you to the limit, the more stressed, more anxiety, typically on the other side of that struggle is success." - Daniel Blue "The first thing that comes to mind in creating a resilient mindset is building self-worth. Affirmations work; I believe in them. I believe they're a tool. However, it's about confidence. And the way you can develop confidence is by keeping the promises you make to yourself. And if you can keep promises that you make to yourself, you inherently build up your self worth." - Daniel Blue "Networking and relationships have been a big reason I've been able to get to where I'm at today." - Daniel Blue "I just started with the basics; I started with seeking out relationships with other people that were in a good place mentally. They had good relationships; they had good health, they had a good mindset. It's just small wins; it's just consistently putting yourself in the right place, at the right time, and controlling what you can control." - Daniel Blue "If you're American, the big problem that you have is, if you have a retirement account, you really can't access it without paying penalties and taxes. And it's a lot of penalties and taxes to the IRS. We're talking 20, 30, sometimes 40% that you lose. And so we show people how to access money in their retirement accounts penalty and tax-free." - Daniel Blue "If you want to use your retirement accounts to invest into real estate, there might be a way that we can help you structure your retirement accounts a little bit differently, to get those results to get you out of debt to get you the funding to invest in real estate and not have to pay penalties and taxes on your hard-earned money." - Daniel Blue "Personal branding has been a big part of what we've been focusing on especially this year and positioning ourselves to, you know, generate some organic traffic, so we definitely get some business from people just reaching out to us." - Daniel Blue "If you come from a place of confidence, then it's a lot easier to dismiss that voice in your head that is selling you a reason not to do something or selling you on questioning yourself." - Daniel Blue Additional Resource: Download your One-Page Strat Plan: https://reibranded.com/checklist/strat-plan/ Connect with Daniel Blue: danielblue.me yourquest.com Connect with Paul Copcutt: reibranded.com LinkedIn Email: podcast@paulcopcutt.com Music: Thank you to Zoax for the intro music
B.L.U.E. PRINT to Your Best Retirement Daniel BlueDaniel Blue is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self-directed retirement account. Under Daniel's leadership, Quest Education has reached the seven figure mark two years in a row and has customers in all fifty states. He has a podcast called “How Winners Win” and he has released a book titled, “B.L.U.E. Print to Your Best Retirement,” which is also an Amazon Best Seller. First question, other than that brief information I just shared, can you tell us in your own words, “Who is Daniel Blue?” Your book, “B.L.U.E. Print to Your Best Retirement,” provides information to folks so they can access their retirement accounts without being hit with those huge tax ramifications, but it doesn't stop there, does it? I remember I had to access my account, this was way back in the day, maybe 25 years ago, and I was hit with, I believe, a 10% penalty on the amount withdrawn. I don't remember for sure, but I believe that was the amount. But your book helps someone to avoid that tax? Can that money be used for anything? Like paying off high interest rate debts, credit cards, etc? If someone was starting a business, could they use the money in their retirement accounts to provide their portion of a “down payment” of sorts to qualify for business loans, etc? Do all retirement accounts qualify? What about using this money to purchase stocks, bonds or any other type of asset? Even BitCoin? Are we required to pay back the amount into our retirement accounts in order to keep the tax free benefits? So we can use some of the cash now and still have access to the remaining balance in our retirement years? And your book, “B.L.U.E. Print to Your Best Retirement,” goes into detail on how to do all of this. What does the B.L.U.E. stand for? Tell us about your podcast, “How Winners Win.” Do you go into these types of concepts on your podcast? You also have a teaching course on your website, “The Quest Way.” Tell us about that… Daniel, this is an interesting. I love how you are helping people, especially right now in this COVID environment. If someone wanted to get a copy of your book, how can they do that? Is it on Amazon? And if someone wanted to receive more information about your podcast or your courses, ask a question or maybe do an interview such as this. How can they do that? How can they get in touch with you? Folks, in this day and time, it is sometimes left up to us to make decisions and take actions that will protect us and our family's future. I urge you to get in touch with Daniel Blue, check out his website, podcast and all of that – and be sure to order you copy of his latest book, “B.L.U.E. Print to Your Best Retirement.” Just go down into the show notes and order your copy today. Click the links, check out how Daniel can help you to achieve your retirement goals. You may think you're too late to the party, but it is never too late to start now. You'll have more by starting now, than you will be starting later. Folks, that is all the time we have for today. For Daniel Blue and myself, this is Pastor Bob reminding you to BE BLESSED IN ALL THAT YOU DO! CONTACT INFORMATION:https://amzn.to/3irZeuA () Email: daniel@yourquest.com Website: https://www.danielblue.me (https://www.danielblue.me) Book: https://amzn.to/3m20Ig4 (“B.L.U.E. Print to Your Best Retirement)” – on Amazon Podcast: https://anchor.fm/howwinnerswin (“How Winners Win”) Support this podcast
Daniel Blue is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self directed retirement account. Under Daniel's leadership, Quest Education has reached the seven figure mark two years in a row and has customers in all fifty states. His story is unique in the sense he had a daughter when he was 19 years old and overcame addiction to Oxycontin at 20 years old. Those two life changing moments helped shape Daniel into the man he is today.
Daniel Blue is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self directed retirement account.Under Daniel's leadership, Quest Education has reached the seven figure mark two years in a row and has customers in all fifty states.His story is unique in the sense he had a daughter when he was 19 years old and overcame addiction to Oxycontin at 20 years old. Those two life changing moments helped shape Daniel into the man he is today.|Daniel Blue|DanielBlue.meInstagramPodcastQuest Education|JakeGallen|-Instagram-Twitter-Facebook-Linkedin|TimeStamps|0:00 - Introduction5:50 - Who is Daniel Blue?11:16 - What makes entrepreneurs?13:53 - Entrepreneurial beginnings17:23 - Quest Education23:49 - Avenues to obtain capital27:44 - Financial Education30:40 - Blueprint to Your Best Retirement44:12 - Delegating46:52 - How Winners Win56:29 - What does Las Vegas mean to you?|LISTEN and SUBSCRIBE to the platform of your choice|-Apple Podcasts-Spotify-Google Podcasts-Amazon Podcasts-Youtube (VIDEO RECORDINGS)
Today's guest: Daniel BlueDaniel Blue is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, adn use self0directed retirements accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to lfie changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in ar ow with a thousand customers throughout the United States. His book "B.L.U.E. PRINT to Your Best Retirement" is an Amazon Best Seller. Daniel launched his podcast entitled: How Winners Win and is quickly gaining traction as one fo the fastest growing podcast audiences on anchor.fm. Daniel Blue and his co-host, Keitoh Spears, take listeners on a journey and give them what they need to win in their personal, business, and financial life. How Winners Win is available on all podcast platforms including Apple Podcasts, Spotify, Anchor.fm and Stitcher. On this episode:Amber is joined by author and entrepreneur Daniel Blue for a discussion on the entrepreneurial spirit, goal setting, and deciding to do what you were meant to.Tweetable Quotes:"Networking has been massive for me. It not only changed my business it changed my life." -Daniel Blue"When you tell yourself you don't have 'time'... go ahead and write down everything you're doing. You'll soon realize that time is no longer an excuse." -Amber Fuhriman"True failure only happens when you stop trying. If you haven't given up, don't say you failed." -Amber Fuhriman"You're only one relationship away from drastically leveling up. One person who introduces you to another or makes a connection that elevates you." -Daniel BlueDaniel Blue:https://www.danielblue.meIf you are interested in connecting with Amber, send an email to amber@amberfuhriman.com.Connect with other incredible people looking to break out of the corporate mindset by joining the More Than Corporate Facebook group: http://bit.ly/2MuWn53Schedule a connection call with Amber: https://calendly.com/amberfuhriman/connection-call?month=2021-05 See acast.com/privacy for privacy and opt-out information.
Daniel is a regular contributor to Forbes.com and is the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high interest debt and make money tax free using a self directed retirement account. Under Daniel's leadership, Quest Education has reached the seven figure mark two years in a row and has customers in all fifty states. His story is unique in the sense he had a daughter when he was 19 years old and overcame addiction to Oxycontin at 20 years old. Those two life changing moments helped shape Daniel into the man he is today. It was such a pleasure for me meeting Daniel and having such a fluid conversation with him about his story! It is not only interesting to learn how his experiences shaped his future and where he is now, it is an example of how resilience prepares us for the road ahead. Though a coincidence, I was not the least bit surprised to learn that Daniel had an early career in sales at the age of 19 years old, and like me, Daniel also suggests for all of our aspiring entrepreneurs out there to also start their joruney in sales as well to learn the immense wealth of transferable skills that a career in sales can provide! For bonus content like videos, trainings, resources, scripts and more become an exclusive Patreon member -- I'm throwing some cool merch in there too :) -- To become a Patreon member, CLICK HERE Stay connected with us and join our new Facebook mastermind community! Also keep up with us on Instagram @themdm_pod Loving the show? Please leave us a review! Episode Resources: Website | danielblue.me Quest Education | https://www.yourquest.com/ Instagram | https://www.instagram.com/danielblue__/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/themdm-pod/message Support this podcast: https://anchor.fm/themdm-pod/support
Daniel Blue is a successful man. He's a regular contributor to Forbes.com. He's the owner of Quest Education, which is a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, among many other things. Under Daniel's guidance this business has flourished, earning over 7 figures two years in a row. Outside of his professional life, he's very into fitness and sports, and he spends a lot of his time with his daughter. Daniel's life hasn't always been easy. Daniel had an alright home life when he was young, his parents divorced, his father moved away, and his mother worked a lot. He was beginning to struggle with some of his own demons. His mother moved him in with another family in Utah in his late teens, and with their help he was able to finish high school, but this was just the beginning of Daniel's struggles. He decided to go to college, playing sports, but he only lasted a few months. He ended up leaving college for a job in sales, and he ended up developing an addiction to Oxycontin. He then also got a girl pregnant, which ended up saving him. He was able to clean himself up to take care of his daughter. Daniel used all the things that he went through to help him become a better person. He was able to turn his life around and become something greater than he thought he would be. Now he's the son, father, and business owner. He believes that there is always a chance to for people to redeem themselves and become who they were always supposed to be. Enjoy the show? Subscribe, rate, review, and share! Here's how>> Join Overcomer's community today! Overcomer's Podcast Website Overcomer's Facebook Overcomer's YouTube Overcomer's Linkedin Journey333 Instagram About the Author: Before Travis Barnes became a best-selling author, international presenter, founder and franchisor of Journey Fitness 333 he spent a decade of his life in prison for a nonviolent drug offense. Upon returning home to his wife and daughter he worked hard to grow himself in the fitness industry so he could buy his family a home of their own. 2 months after buying their home Tropical Storm Lee caused it to be flooded to the second floor. Approximately 1 year after the flood while still rebuilding their home and during the Christmas holiday season Travis was let go from his employment as COO for a local fitness company. After he and his wife spent 6 months as traveling trainers and while still living on an unemployment check and in a FEMA trailer, they began what is now a fitness franchise . Most recently and with the rest of the industry Travis has overcome the obstacles of the pandemic by redesigning his business. Travis has used the pandemic as an opportunity to instead of returning to business as normal, he has returned to business as better than normal. Travis is an Overcomer.
Daniel is the regular contributor to Forbes.com, and President of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that leads to life-changing results. Under Daniel's leadership, Quest Education has reached a 7 figure mark 2 years in a row with thousands of customers throughout the United States. If you like what you hear be sure to like, share, subscribe! Podcast- Mindful Multi-Family show Instagram- Chris_Salerno_ Youtube Channel- Chris Salerno
Sam is a CEO coach, interim CEO/CTO/CFO, a Silicon Valley advisor and the author of 21 Secrets of Successful Startups, a book about world-class execution for startups. As a serial entrepreneur, he has been CEO, CTO, or VP Engineering / TechOps for five companies, driving multiple acquisitions. As a hands-on “roll up the sleeves” startup advisor, Sam draws from his 30+ years of successes and failures to train and help entrepreneurs with execution, fundability, fundraising, strategy, product/market fit, product management, finance, operations, legal, talent development and founder wellness. Elnaz Sarraf, who is a serial entrepreneur with over 15 years of experience in technology, business, sales, and marketing. She is currently the CEO and Founder of ROYBI; an investor backed EdTech company focusing on early childhood education, that recently raised $4.2 million in its seed round. Before starting ROYBI, Elnaz co-founded and led a consumer electronics/IoT company, iBaby, serving as the company's President. As an immigrant and female founder, Elnaz has made worthy accomplishments in a short duration living in the US. Honors include being selected as Nasdaq Entrepreneurial Center Milestone Maker 2018, named the Woman of Influence through Silicon Valley Business Journal in 2016 and Entrepreneur of The Year in 2016 in Silicon Valley. She has been a speaker at several conferences such as the Mobile World Congress, ASU GSV Summit, Consumer Technology Association, and more. Sandra Shpilberg is the Founder and CEO of Adnexi, a disease intelligence platform for the next generation of biopharma treatments. Prior to this, Sandra was the Founder and CEO of Seeker Health, a breakthrough digital patient finding platform, which accelerates drug development and commercialization for biopharmaceutical companies. Seeker Health was acquired by EVERSANA in September 2018. She's the author of New Startup Mindset, a book on her non-traditional founder's journey and lessons learned starting, building and exiting this company. She's a featured contributor at Thrive Global, InsightTimer and Hackernoon. Daniel Edwards is currently the CEO and Chairman of Transactive, a international financial technology company that provides payment infrastructure software and payment services globally. Under Daniel's leadership Transactive has successfully launched its software, services over thousand customers, done over $1bn in payments and achieved profitability. Previously Daniel was the Vice President of Finance and Operations at Mobile Gaming Technologies. Mobile Gaming Technologies was the world's first crypto iGaming platform. Under his leadership Mobile Gaming Technologies became venture backed, scaled international and achieved profitability. He also lead Mobile Gaming Technologies through several successful capital raises, raising over $40m for the company. MGT became the first blockchain company in the world to sponsor a major league sports team, Arsenal Football Club from London. Eventually the MGT sold the company to Novomatic, the largest privately held gaming company in the world with over 5bn in revenue per year. Prior to joining Mobile Gaming Technologies, Daniel worked as an Investment Banker at Financial Technology Partners, D.A. Davidson and Wells Fargo / Wachovia. He advised technology companies on mergers and acquisitions, capital raising and strategic corporate development. He has successfully closed over 15 M&A and capital raise transactions. Daniel is also a board member of several technology companies spanning from London to Silicon Valley. He is a financial technology enthusiast and speaks at conferences all around the world about financial technology, blockchain and cryptocurrency. Daniel graduated with a B.S. in Finance & minor in Chemistry from Oregon State University.
Daniel is currently the CEO and Chairman of Transactive, a international financial technology company that provides payment infrastructure software and payment services globally. Under Daniel's leadership Transactive has successfully launched its software, services over thousand customers, done over $1bn in payments and achieved profitability. Previously Daniel was the Vice President of Finance and Operations at Mobile Gaming Technologies. Mobile Gaming Technologies was the world's first crypto iGaming platform. Under his leadership Mobile Gaming Technologies became venture backed, scaled international and achieved profitability. He also lead Mobile Gaming Technologies through several successful capital raises, raising over $40m for the company. MGT became the first blockchain company in the world to sponsor a major league sports team, Arsenal Football Club from London. Eventually the MGT sold the company to Novomatic, the largest privately held gaming company in the world with over 5bn in revenue per year. Prior to joining Mobile Gaming Technologies, Daniel worked as an Investment Banker at Financial Technology Partners, D.A. Davidson and Wells Fargo / Wachovia. He advised technology companies on mergers and acquisitions, capital raising and strategic corporate development. He has successfully closed over 15 M&A and capital raise transactions. Daniel is also a board member of several technology companies spanning from London to Silicon Valley. He is a financial technology enthusiast and speaks at conferences all around the world about financial technology, blockchain and cryptocurrency. Daniel graduated with a B.S. in Finance & minor in Chemistry from Oregon State University. In his free time Daniel likes to run, hike and go to the gym. He is also an active reader, trying to read at least 4 books a month. We talk about Why did you decide to leave Investment banking and do a startup? What was it like being the first Blockchain company to sponsor a major Soccer/ football team? What will be the big breakthroughs in Fin tech in the coming years? Connect with Daniel https://www.linkedin.com/in/dwe/ CONNECT WITH SHAWN https://linktr.ee/ShawnflynnSV Shawn Flynn's LinkedInAccount Silicon Valley LinkedInGroup Account Shawn Flynn's FacebookAccount Email Shawn@thesiliconvalleypodcast.com
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