Discover how to turn your stocks into a predictable income stream with strategies you’ve likely never considered before! Investing doesn’t have to be unpredictable. In this episode, Mark Yegge, known as the Wealth Architect, reveals how to “rent” your stocks to generate consistent cash flow. With a career spanning decades, Mark has traded over $14 billion worth of securities and built an empire that includes founding a $30-million Wall Street software company. Now retired at 39, he shares his in...
Dec 03, 2024•34 min•Ep. 233
Big changes are coming! In The Investment Optimizer and a Big Update!, Blake Brogran, a Wealth Strategist with years of experience in financial services, shares exciting news while diving deep into one of his favorite strategies: the Investment Optimizer. With eight years in the industry, Blake specializes in helping clients maximize their wealth through innovative overfunded life insurance strategies, designed to supercharge investments and create long-term financial security. Blake simplifies ...
Nov 26, 2024•34 min•Ep. 232
Mark Miller brings over 30 years of experience in tax and financial services, specializing in wealth growth and protection for high-net-worth clients, business owners, physicians, and executives. With a deep understanding of tax strategies and asset preservation, Mark has guided hundreds of clients through both booming and challenging markets. In this episode, he shares insights into cutting taxes, protecting business and retirement assets, and preserving wealth that endures for generations. Whe...
Nov 19, 2024•33 min•Ep. 231
From saving lives to saving properties, From Fighting Fires to Flipping Houses with Ian Horowitz explores the remarkable journey of a first responder turned real estate powerhouse. Ian Horowitz, Managing Partner at Equity Warehouse, brings his background in firefighting to a new arena real estate investment. Known for his expertise in wholesale real estate, property development, distressed debt, and investment properties, Ian has successfully navigated a transition that few attempt. In this epis...
Nov 12, 2024•34 min•Ep. 230
True success in business starts with serving, not selling. In this episode, we explore the power of genuine connection and service-driven networking. Steve Ramona, host of the popular “Doing Business with a Servant’s Heart” podcast, shares his journey from a young networker to a super-connector with a community of over 150 high-net-worth individuals, including millionaires and billionaires. As the mastermind behind the Pantheon Alliance, Steve knows the transformative impact of putting service a...
Nov 05, 2024•35 min•Ep. 229
Turning unused space into income is easier than you think. In this episode, we explore how property owners can unlock hidden value in their assets. Joseph Woodbury, Co-Founder and CEO of Neighbor, is revolutionizing the self-storage industry by helping people monetize underutilized spaces in their homes and properties. With Neighbor now spanning all 50 states and backed by $65 million in funding from top investors like Andreessen Horowitz, Airbnb, and Uber, Joseph’s innovative platform connects ...
Oct 29, 2024•26 min•Ep. 228
In the face of nature's fury, resilience is key. In this episode, Weathering Hurricane Helene, Chris Salerno & I dive into the personal and professional impact of the hurricane, exploring the lessons learned and how it has shaped real estate strategies in times of crisis. Chris was kind enough to let me use his office & studio while my family and I were displaced. Join us as we discuss what this epic disaster has taught us about leadership and the importance of preparedness in the ever-u...
Oct 22, 2024•25 min•Ep. 227
Resilience is the key to not just surviving but thriving financially. In this episode, Dr. Allen Lomax shares his transformative journey from losing everything during the financial crisis to building a robust financial future through passive real estate investing. With a Ph.D. in Organizational Systems Psychology and over thirty years of experience, Dr. Lomax helps dynamic professionals unlock their potential by focusing on their passions while securing their financial well-being. Discover his u...
Oct 15, 2024•36 min•Ep. 226
How often do you feel like your mind is holding you back from reaching your full potential in business? In this episode, Rusty Osborne, the go-to coach for entrepreneurs, dives into the secrets behind overcoming the mental blocks that limit growth and success. With years of experience helping hundreds of business owners, Rusty uses his signature Negative Mindset Method to cut through the noise of self-sabotage and overwhelm. Whether it is negative self-talk or deeply ingrained unconscious belief...
Oct 08, 2024•32 min•Ep. 225
Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors. As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in...
Oct 01, 2024•35 min•Ep. 224
What does the future of real estate hold? Chris Larsen, founder of Next-Level Income, draws on over 20 years of experience and over $1.5B in real estate acquisitions, including multifamily, mobile home parks, and self-storage. Larsen breaks down how to spot trends and capitalize on the best deals in a changing market. Hosting him is Rod Zabriskie, Managing Partner of Money Insights, whose decade-long experience in financial services has helped countless clients find financial independence by thi...
Sep 24, 2024•33 min•Ep. 223
Mortgage notes can be the key to unlocking great returns and Chris Seveney is here to show you how. In this episode, Chris Seveney, CEO & Co-founder of 7e Investments, takes us through his 25+ years of real estate experience and his unique journey into the world of mortgage note investing. With a portfolio of over 500 notes and $25 million under management, Chris has built a thriving business that helps investors generate steady returns. Before venturing into mortgage notes, Chris’s career s...
Sep 17, 2024•31 min•Ep. 222
Athletes have an edge in the business world, find out why their skills make them exceptional entrepreneurs with Brian Spear, the mastermind behind Sunrise Capital Investors. Brian draws from his unique experience as a former University of Kentucky varsity baseball team captain and his deep expertise in commercial real estate investing to highlight the transferable skills athletes bring to the business world. Brian’s pragmatic approach, inspired by the strategies of real estate legends like Buffe...
Sep 10, 2024•36 min•Ep. 221
Discover how to select the best investments for your portfolio using the “D.I.A.L.” framework with Christopher Larsen, the founder and Principal of Next-Level Income. In this episode, Chris shares his proven strategy for achieving financial independence through diverse investment opportunities. With over 20 years of experience in real estate including multifamily, self-storage, mobile home parks, hotels, and senior housing, Chris has participated in over $1.5 billion in acquisitions since 2016. ...
Sep 03, 2024•16 min•Ep. 220
As America faces an ever-growing affordability crisis, one man is tackling the issue head-on with an unconventional yet highly effective solution: mobile home parks. In this episode, Kevin Bupp, a seasoned real estate investor with over $300 million in transactions and a best-selling author, shares how he’s addressing this national challenge. With two decades of experience and a focus on Mobile Home Parks and Parking Lots, Kevin explains why these overlooked assets offer the best returns in toda...
Aug 27, 2024•37 min•Ep. 219
Is long term care insurance really worth it? In this episode, Blake and Rod from Money Insights tackle this critical question, breaking down the pros and cons of long-term care insurance. As seasoned financial strategists, Blake and Rod bring a wealth of experience in maximizing overfunded life insurance strategies and creating customized wealth plans. Blake, with eight years in financial services, focuses on innovative approaches to financial security, while Rod, President of Money Insights, us...
Aug 20, 2024•37 min•Ep. 218
Financial freedom isn't just a dream—it's a plan. In this episode, Joey Mure, co-founder of Wealth Without Wall Street and Wake Up In Birmingham, reveals his blueprint for escaping the 9-to-5 grind. Joey's journey from mortgage loan originator to a successful entrepreneur has been driven by a passion to help others achieve financial independence.Co-author of the Amazon Best Seller "Wealth Without Wall Street," Joey shares actionable insights that have helped thousands build passive income stream...
Aug 13, 2024•29 min•Ep. 217
As the wave of aging baby boomers approaches, understanding how to navigate and capitalize on the Silver Tsunami is more crucial than ever. In this episode, I talk with Isabelle Guarino, a 2x Best-Selling author and one of the "Top Influencers in Senior Housing." Isabelle is the COO of Residential Assisted Living Academy and has been a driving force in educating entrepreneurs and investors on the opportunities in senior housing. Featured on platforms like Bigger Pockets and the Wealthy Way podca...
Aug 07, 2024•32 min•Ep. 215
Water is the next frontier for innovative investment, and Riggs Eckelberry is leading the charge. A nationally-renowned entrepreneur and the founding CEO of OriginClear. Riggs employs his Break To Build™ process to revolutionize the water industry, which is at a critical juncture despite its fundamental importance. Through OriginClear, he offers groundbreaking solutions that help businesses manage rising water costs and opens new investment markets. Riggs is even pioneering "water stablecoins," ...
Jul 30, 2024•32 min•Ep. 214
Imagine transforming from a homeless youth to a Nobel Prize-nominated physicist. In this episode, we delve into the extraordinary life of Palveshey Tariq, a psychedelic integration coach who helps top leaders transcend trauma and reach peak performance. Palveshey's journey is nothing short of miraculous, having served as an AI Researcher at MIT, a lecturer at the University of Florida’s World Bank Program, and an adjunct lecturer at Harvard University. Despite her academic and professional accol...
Jul 23, 2024•46 min•Ep. 213
Dive into the intricate nexus of finance and politics with Jim Pinkerton, a seasoned strategist whose career spans pivotal White House administrations and influential media platforms. Jim shares profound insights gleaned from his extensive tenure in shaping domestic policies and advising on presidential campaigns. From his roles in Reagan's and Bush Sr.'s administrations to his contributions as a Fox News Contributor and prolific columnist. Pinkerton offers invaluable perspectives on navigating ...
Jul 16, 2024•37 min•Ep. 212
How does one go from humble beginnings to leading a global fitness franchise? In this episode, we delve into the inspiring journey of Bryce Henson, CEO of Fit Body Boot Camp, the world’s fastest-growing fitness boot camp franchise. With over a decade of experience in the fitness industry and as the owner of two successful FBBC locations, Bryce's passion lies in spreading fitness and mentoring professionals to elevate their businesses. Born in Atlanta and raised in Michigan, Bryce’s story is a te...
Jul 09, 2024•37 min•Ep. 211
Imagine revolutionizing real estate investment by making land smaller and returns larger. In this episode, I dive deep with JD Hill and Aaron Shumaker, co-founders of LandX, to uncover the innovative strategies behind their advanced land developments. Aaron, a trailblazing entrepreneur, catapulted his career at Goldman Sachs before founding Frontpoint, a tech-driven DIY home security company. Under his leadership, Frontpoint grew to over $125 million in annual revenue. Aaron now leads Q9 Venture...
Jul 02, 2024•40 min•Ep. 210
In this episode, we explore how Donato Callahan leverages technology to secure the best investment deals. Donato's journey is nothing short of inspiring; he earned the prestigious Department of Defense SMART Scholarship and graduated Magna Cum Laude from Boise State. His passion for wildlife led him to conservation work in South Africa and ecology studies in Montana. However, it was amidst the COVID-19 lockdown that Donato discovered his true calling in real estate investing. By the age of 23, h...
Jun 25, 2024•31 min•Ep. 209
Ever wondered what sets elite performers apart from the rest? Join us in this episode as we uncover the secrets to a winning mindset with Dr. Cassidy Preston, a Mental Performance Coach for professional athletes and high-achievers, including surgeons, hedge fund managers, and CEOs. Drawing from his own experiences as an elite hockey player, Cassidy transformed his challenges into a passion for mastering the mental game. After earning his PhD, he founded CEP Mindset, a leading coaching firm that ...
Jun 18, 2024•37 min•Ep. 208
What if you could turn today's investments into a legacy of wealth for your children and grandchildren? In this engaging episode, we uncover the blueprint for building and protecting generational wealth with Whitney Elkins-Hutten. As the Director of Investor Education at PassiveInvesting.com and the Founder of AshWealth.com, Whitney brings a wealth of expertise to the table. She is the author of "Money for Tomorrow," published with BiggerPockets, and co-author of the international #1 bestseller ...
Jun 11, 2024•34 min•Ep. 207
Imagine securing your first rental property in just five days—sounds impossible, right? In this episode, we sit down with Hailame Kinikini, the visionary founder and CEO of Elk Ridge Management, to reveal how it’s done. Hailame, a creative finance expert and real estate entrepreneur, has rapidly become one of Utah’s leading real estate authorities, building a 7-figure business in under a year. Specializing in short-term rentals, Hailame’s company manages a portfolio of over 70 properties. He’s n...
Jun 04, 2024•31 min•Ep. 206
Curious about the strategies behind successful mortgage servicing and note investing? Join us as we delve in with Shante Duffy, the Director of Business Operations at BIFI Loan Servicing. With over a decade of hands-on experience, Shante has carved out a niche as a seasoned expert, demonstrating excellence in loan-servicing operations, regulatory compliance, and client success. As a co-founder of BIFI, Shante transformed common investor frustrations into streamlined solutions, making BIFI a plat...
May 28, 2024•26 min•Ep. 205
Ever wondered how to blend real estate investing with an adventurous, globe-trotting lifestyle? In this episode, we sit down with Brian Davis, co-founder of SparkRental and an esteemed real estate investor and personal finance writer. With over two decades of experience in the industry, Brian owns fractional shares in more than 2,000 units and regularly shares his expertise with platforms like Inman, BiggerPockets, and R.E.tipster. Brian’s journey is anything but conventional. Alongside his wife...
May 21, 2024•33 min•Ep. 204
In today's dynamic real estate landscape, seizing the right investment opportunity requires impeccable timing and insightful analysis. Join us as we delve into a compelling discussion with Dennis Cisterna, a distinguished figure in the realm of real estate investment, on why the current market presents a prime moment to explore office investments. Dennis Cisterna, co-founder and Chief Investment Officer of Sentinel Net Lease, is renowned for his strategic prowess in navigating real estate market...
May 14, 2024•36 min•Ep. 203
