Kristian Marquez, Founder and CEO of FinStrat Managemen t joins us for a discussion on his career in Finance, on Startups, and on how he is planning for his own retirement. ( https://finstratmgmt.com/ ) FinStrat Management (FSM) is an outsourced financial operations services firm serving B2B SaaS companies, investors, RIAs, and VCs.
Executive coach, best selling author, and business consultant Dr. Noah St. John discusses his inspiring story of how he went from drowning in debt and thoughts of suicide to discovering his calling and finding success. Noah has gone on to positively impact the lives of over a million people as well as becoming the executive coach of some of the most famous people in the world. Having written over 20 books, Noah and his team continue to help people unlock their potential. His latest book, The 7 F...
Chris Vermuelen is living proof that some people can beat the market. Chris and his team have developed a system that he calls Revesting, which has consistently beat the market for over 10 years. Asset Revesting is a strategy where portfolio assets are moved between ETFs based on which of the four stock market cycles we are currently in. visit www.revesting.com and sign up for Chris' free newsletter visit www.thetechnicaltraders.com to read his free blog Chris's book Asset Revesting is available...
Albert Hsieh, CEO of Foxtrot Dash , is helping everyday travelers understand the true value of their travel reward points. Which airlines have the best reward miles? Which are the best credit cards for rewards? What's the advantage of being points agnostic? And should you convert hotel points to airline miles or vice versa? Albert answers all these questions and more. ( www.foxtrotdash.com/ ) Inspired by his lifelong passion for air travel, Albert started his company and is on his way to helping...
Dan Haberkost got into Real Estate when he was 16 and hasn't looked back since. He is now investing in real estate deals across the country and is well on his way to financial independence, well before his 30th birthday. Dan's story is as inspiring as it is simple. - Started with a househack in Ohio. (lived in one half, rented out the other) - Then did it again - Then he moved to Colorado, bought a house, and rented out the basement as well. - And the snowball has been rolling ever since - Dan i...
Josh Lawlor stumbled onto a gold mine, as he has been renting out his home for film shoots for big money. Usually lasting only a single day, commercials and short video productions will rent your home to use a film set. Josh has been doing this for years and is now teaching others how to do this properly. Josh runs FilmShootRentals.com , where he coaches people on how to market their homes, negotiate with film crews, and protect their property. ( https://www.filmshootrentals.com/ )...
Bruce Weinstein, aka the Planman, brings over 30 years of experience in the financial world to his clients. Bruce makes finances easy by: - Cutting through the complexity - Busting the myths - Avoiding the pitfalls - Controlling the budget - Maximizing the Rate-of-Return on your money Stop leaving money on the table, and take control of your finances. The more you know the more dangerous you become! For more information and to reach out to Bruce, visit asktheplanman.com https://asktheplanman.com...
Chris Miles was a Certified Financial Planner until he ditched conventional financial advice and started investing for passive cash flow. He become financially free in his 20's, then lost it all in the 2008 crash, then became financially free for a 2nd time while still in his 30's. Chris shares his insights and lessons on wealth, life, and investing. Chris is the host of the Money Ripples Podcast where he talks about different ways to look at life and money. ( https://moneyripples.com/ ) The Mon...
How much is your business worth? How long does it take to put a dollar value on a company? Credentialed business valuation expert David Amiss discusses the basic principles of business valuation. David's book, Introduction to Business Valuation for Matrimonial Lawyers is available on Amazon. ( https://www.amazon.com/Introduction-Business-Valuation-Matrimonial-Lawyers-ebook/dp/B0C37JYLZV ) David plies his trade at CRI CPA's and Advisors . ( https://cricpa.com/ )...
David Doss is the founder and managing director of CKC Fund , a crypto based fund that has beaten the market every year for the past five years, posting very impressive returns. ( https://ckc.fund/ ) In this episode David outlines the case for allocating a portion of one's portfolio to crypto. David can be reached on LinkedIn, Telegram (@daviddoss). Sign up for CKC Fund's newsleter at ckc.fund and follow CKC Fund on LinkedIn. ( https://www.linkedin.com/company/ckc-fund/ )...
Anmol Singh and his team at Live Traders have beaten the market every year for the past eight years. Anmol discusses his trading mindset and his strategies for beating the market. ( www.livetraders.com ) Anmol trades for a living and he teaches his methods to his students. Anmol is also the author of the book Prepping For Success: 10 Keys for Making it in Life , a book dedicated to helping individuals take their life to the next level. ( https://www.amazon.com/Prepping-Success-Keys-Making-Life/d...
Eunicia Peret, CEO and Founder of Excelstra is an accountant and finance expert who is helping individuals quarterback their financial lives toward a better financial future, using Excelstra's Wealth Freedom Formula. ( https://www.excelstra.com/ ) Check out the Excelstra Blog and Masterclass to learn more! ( https://www.excelstra.com/blog/ ) Excelstra is not here to replace your financial advisor, they are here to work alongside your financial advisor to ensure you are not leaving money on the t...
Ever wonder how lawyers invest in real estate? Scott Smith is a lawyer and real estate investor who specializes in asset protection for real estate investors. In this episode Scott outlines the strategies he uses to help his clients invest anonymously and to help his clients shield their assets behind layers of legal structures for maximum protection. Scott is the founder of Royal Legal Solutions , a law firm specializing in asset protection for real estate investors. In business since 2014, Roy...
Mike Cavaggioni is retired a US Navy officer, real estate investor, podcaster, and entrepreneur. Mike shares his inspiring journey on how he became financially independent before his 40th birthday, and how he is helping others do the same. He may be reached through his site mikecavaggioni.com ( https://mikecavaggioni.com/ ) Mike is the host of the Average Joe Finances podcast where he discusses finance related topics. ( https://averagejoefinances.com/ ) Mike is also the founder and CEO of the po...
Dana Samuelson, from American Gold Exchange (AGE), has been in the precious metals business for over 40 years. He brings his expertise and energy to the Money Seed Podcast in this informative discussion about investing in gold. ( https://www.amergold.com/ ) Are gold coins good investments? Which coins are favored by investors? What's the best way to buy? American Gold Exchange is located in Austin, TX, and ships to all 50 states....
In this episode, Certified Financial Planner Mark Willis, from Lake Growth Financial Services , outlines why traditional retirement planning is no longer working and offers up alternatives. Mark takes us into the nuts-and-bolts of an Infinite Banking policy and shows us how the numbers work. ( https://lakegrowth.com/ ) Mark Willis is a Certified Financial Planner™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Mark is ...
Curtis May is on a mission to educate Americans about financial health. Curtis is the CEO of Practical Wealth Advisors (PWA), a firm specializing in educating and guiding their clients towards financial health and financial freedom. ( https://curtmay.clickfunnels.com/presell-page22061466#section--29727 ) Curtis works with his clients to create a financial snapshot, a financial plan followed by step-by-step guidance during the execution. This financial plan is based on education, "the five princi...
Owning your franchise has never been easier! We sit down with franchising expert and consultant Bob Bernotas. Bob is a matchmaker who connects franchisees with franchisers through his company Franchise With Bob . ( https://franchisewithbob.com/ ) Bob brings over 30 years of franchising experience to the table, and he dispels the common myths around franchising, such as the best types of franchises to own, the amount of money needed, and the level of expertise that is required. Franchising offers...
Manuj Aggarwal is an entrepreneur, author, startup advisor, AI expert, podcaster, motivational speaker, and president and founder of the consultant firm Tetranoodle . ( https://tetranoodle.com ) Manuj reflects on his journey from India, where he worked for $2/day, to Canada where he worked as an engineer before starting his own firm specializing in data science and AI. ChatGPT, financial markets, the impact of AI, careers of the future, and other topics are discussed....
Rob Napolitano of GRIT Partners is helping families navigate through the biggest wealth transfer in human history. ( https://gritpartnerscoffee.squarespace.com/ ) Rob works with individuals and institutional clients to create alternative investment vehicles to help secure your family's financial future. Many years ago Rob discovered that owning the debt associated with a property often has advantages compared to owning the actual property itself. Rob is also working on a book that details how he...
Scott Jelinek has perfected a unique way to invest in real estate. He calls it the "Slow Flip", where he acquires properties traditional banks won't finance, and he sells them with financing. This way both the property and the financing are part of the product. Scott has achieved financial independence through this method and is now teaching others how to do the same. Scott is the author of the book " Work Just Gets In the Way of Making Money ". ( https://www.amazon.com/Work-Just-Gets-Making-Mon...
Marcus Maloney stumbled onto Real Estate over a decade ago and hasn't looked back since. Marcus is now a full time Real Estate investor at Equity Realty & Investments who has built a team that can find and acquire investment properties remotely. ( https://marcusemaloney.com/podcast/ ) Marcus takes us through his first Real Estate deal, how long it took him to gain momentum, how his team now has eight full time employees, and how he is actively investing in properties in both Illinois and Ari...
Stephen Flood, CEO of Goldcore , discusses his case for gold and how to store your money in gold in a safe way. Goldcore allows you to invest in gold that is allocated to you, in your name, in a bank vault in Switzerland. ( https://www.goldcore.com/ ) Stephen outlines the challenges with fiat currency and why the case for gold is stronger today than ever. Check out Goldcore's free guide at goldintheusa.com ( https://info.goldcore.com/the-gold-buyers-5-point-checklist )...
Elaine Stageberg has built a real estate empire of over 1,000 single family homes. Elaine and her husband founded Black Swan Real Estate , which helps high net worth individuals invest their money in fully managed single family rentals. ( https://blackswanteam.com ) In this episode, we discuss how Elaine and her husband Nick discovered real estate, began to invest in real estate for themselves, fell in love with it, and are now investing for others. What processes and teams are needed to scale a...
Jerry Fetta, CEO and Founder of Wealth DynamX , is on a mission to help individuals reach financial freedom. In this episode Jerry discusses the various ways his firm is helping individuals and families reach their financial goals. ( https://wealthdynamx.com/ ) Wealth DynamX offers financial education, estate planning, investment guidance, as well as other services. The books mentioned in the episode include: The Blueprint to Financial Freedom - Jerry Fetta ( https://store.jerryfetta.com/collect...
Stephanie Walter, CEO of Erbe Wealth , describes two strategies the rich use to grow their wealth and fund their retirement. ( https://erbewealth.com/ ) The two strategies Stephanie mentions are: - Real Estate - IUL (Indexed Universal Life) policies Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She “retired” and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use. Stephanie is giving away...
Dave Foster, from the1031investor.com returns as a guest to speak about 1031 exchanges, his new book, and why the tax code is written the way it is. ( https://www.the1031investor.com/ ) Dave is an accountant who specializes in executing 1031 exchanges for his clients, and he himself has used the 1031 exchange to build his dream life. His new book, Lifetime Tax Free Wealth - The Real Estate Investor's Guide to the 1031 Exchange is available now on Amazon. ( https://www.amazon.com/Lifetime-Tax-Fre...
Jordon explains how a health impaired senior, an investor, and Aspen Alpha Advisors can all benefit from participating in the secondary market for life insurance settlements. ( https://www.aspenalphaadvisors.com/ ) In 1913, The Supreme Court ruled that you can buy and sell a life insurance policy just like you can a car or a house. Jordon describes how a life insurance policy can be sold, and how it's risk-reward profile can make for a great addition to any portfolio. Today, Jordon works with As...
A few years ago Mike Dehaan left a lucrative job as an engineer at Boeing to pursue his dream of becoming an entrepreneur. After trying several different types of businesses, Mike settled on real estate. Fast forward a few years and Mike is running a real estate wholesaling empire called Backyard Home Buyers , a firm that has completed over $100M in acquisitions. ( https://backyardhomebuyers.com/ ) Mike walks us through the world of real estate wholesaling, and scaling his business nation wide. ...
Adam Lucero survived a stabbing that left him in a coma for seven days. He made a full recovery and is now running superhumanceo.com , a coaching business that helps entrepreneurs take their game to the next level. ( https://superhumanceo.com/ ) In this episode Adam offers up valuable advice about daily habits, entrepreneurship, life, and his personal ordeal. Superhumanceo.com showcases numerous testimonials from Adam's clients, with many doubling, even tripling their revenue in a matter of mont...
