Today on The Wealth Secrets Podcast, Sean Adams welcomes Justin Stoddart, author of the international bestseller The Upstream Model . He’s also the host of the Think Bigger Real Estate Show, as well as a coach and consultant to top entrepreneurs. Sean shares his proven strategy for building a network that produces recurring referrals for your business or personal life. [03:10] Getting to know Justin Stoddart [05:02] Developing the Upstream Model [12:37] Win clients and referrals with the Upstrea...
Sep 08, 2021•45 min•Ep. 28
Today on The Wealth Secrets Podcast, Sean Adams welcomes Zachary Miller from Private Wealth Academy, a group of experts that empower individuals to take control over their wealth. They discuss how to use bulletproof trusts to protect any asset while reducing liability. [03:10] Getting to know Zachary Miller [07:58] What is a trust fund? [10:53] Benefits of a trust [15:04] Build a trust web to protect assets and businesses [20:59] When to build a trust fund account [25:42] Why billionaires don’t ...
Sep 02, 2021•48 min•Ep. 27
Today on The Wealth Secrets Podcast, Sean Adams welcomes back David Barnett, business consultant for small to medium-sized enterprises and the bestselling author of Invest Local and other titles. His decades-long of combined experience at Yellow Pages, American Express, and business brokerages have made him an expert in business buy and sell, business valuation, and deal-making. David shares his tips for how to invest in cash-flowing businesses and how to add value as an investor. [03:26] Gettin...
Aug 12, 2021•53 min•Ep. 26
Today on The Wealth Secrets Podcast, Sean Adams talks to Neil Twa, who is the founder and CEO of Voltage Digital Marketing. He has been launching, operating, and growing private label e-commerce businesses since 2012. As of date, he has sold over $100 million in physical products primarily through the Amazon FBA sales channel. Neil shares his blueprint for how to build an online business that can generate a passive six-figure income in just 12 months. [03:03] Getting to know Neil Twa [06:37] Why...
Jul 29, 2021•48 min•Ep. 25
Today on The Wealth Secrets Podcast, Sean Adams talks to Mikkel Thorup, the bestselling author of Expat Secrets and the host of The Expat Money Show podcast . He has lived in 9 different countries and has been constantly travelling the world for over 20 years now. Mikkel shares his experiences in living abroad with zero taxes and why you need to diversify your portfolio with off shore investments. [02:53] What is an Expat? [05:51] Getting to know Mikkel [10:58] Why live as an expat? [14:43] Remo...
Jul 23, 2021•55 min•Ep. 24
Today on The Wealth Secrets Podcast, Sean Adams talks to Adam Zach, the co-founder of Set Your Rent, a creative homeownership and real estate investment company specializing in rent-to-own programs. They talk about why most mortgage applications get denied, rent-to-own-lease agreements, and business loans versus conventional loans. [03:01] Getting to know Adam Zach [05:30] Adam's first encounter with real estate investing [07:00] How to invest in real estate [10:28] Why would a mortgage get deni...
Jul 08, 2021•51 min
Today on The Wealth Secrets Podcast, Sean Adams talks to Tony Frischknecht, a forward-thinking cannabis entrepreneur and the founder of Plant Problems-- a renowned company in the cannabis growing, distribution, processing, and investing space. We talk about the many different ways an investor can get involved in the cannabis industry, regulations in different states, and the negative stigma around cannabis production and use. [02:43] Tony’s entrepreneurial journey [11:15] Tony’s transition from ...
Jun 17, 2021•1 hr 3 min•Ep. 22
Today on The Wealth Secrets Podcast, Sean Adams talks about the different dimensions to consider before making an investment. Focusing solely on the rate of return is not enough to help you build real wealth. Sean discusses in further detail other investment metrics that will help you make better financial decisions and strategies. [00:41] Four factors to consider before investing [02:33] Investing in the S&P 500 VS cash value life insurance [06:19] Liquidity, leverage, and investment opport...
Jun 10, 2021•16 min•Ep. 21
Today on The Wealth Secrets Podcast, Sean Adams talks to Michael Morawski, a multi-family real estate coach with 30 years of industry experience. Mike is also an author, entrepreneur, trainer, public speaker, and personal coach. He shares the story of how he built several successful businesses, how he lost it all during the recession, and how he bounced back from the lowest point in his life. [01:55] Getting to know Mike Morawski [05:50] People are more than willing to help [09:33] We don’t need...
Jun 03, 2021•50 min•Ep. 20
Today on The Wealth Secrets Podcast, Sean Adams talks to Adam Kol, a couples financial coach with over a decade of experience as a certified mediator, communication coach, and financial advisor. Adam helps couples make sure the money conversation doesn't get in the way, leading to more financial security, clarity, and peace of mind. They discuss financial disparity in relationships, having the money conversation with your partner, and emotional attachment to finances. [02:30] Getting to know Ada...
May 27, 2021•48 min•Ep. 19
Today on The Wealth Secrets Podcast, Sean Adams talks to Lane Kawaoka, real estate syndicator and host of the Simple Passive Cashflow Podcast. Previously, he worked as a licensed engineer for 12 years. During that time, Lane started investing in real estate. As he grew his network, he eventually transitioned to multi-family real estate and syndicate investing. Now as a financial mentor, he helps his clients generate more passive income through high level investing. [02:22] Getting to know Lane K...
May 20, 2021•42 min•Ep. 18
Carter Malloy is the founder and CEO of AcreTrader, a proprietary online investment platform that enables investors to purchase shares of farmland online while managing all aspects of farm management, reporting, and administration. Over the past 12 months, AcreTrader has doubled its employee count, more than tripled its investor pool, and increased the total funds raised on the platform by almost 12 times. Carter grew up in a farming family and has a lifelong passion for investing and agricultur...
May 13, 2021•28 min•Ep. 17
Today on The Wealth Secrets Podcast, Sean Adams talks to Peter Lount of Ascendant Financial. They discuss the importance of asserting control over one’s financial future by adopting good habits and effective systems. Peter experienced firsthand how conventional financial tools have failed to achieve his desired results. By becoming his own banker, he now leverages his own cash for maximum returns. [02:37] Exchanging Time for Money [05:26] The Problem with Conventional Wisdom [09:51] Take Control...
May 06, 2021•33 min•Ep. 16
Mark Podolsky is the CEO and founder of The Land Geek, the foremost authority on buying and selling raw land in the US. As an investment banker, Mark dreaded work. He found himself miserable and micromanaged in the reality of his solo economic dependency. So. with $3000, in the early 2000s, he bought his first parcels of raw land. Now, in addition to The Land Geek, Mark owns Frontier Properties, a firm that has created a unique asset class of investing in raw land. He is also the founder of geek...
Apr 29, 2021•40 min•Ep. 15
Sarry Ibrahim is an expert in using life insurance as an asset class and protecting all your assets. He is a financial advisor and helps high-net-worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely. Sarry founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and busi...
Apr 22, 2021•35 min•Ep. 14
Bridger Pennington is the founder and managing director of Black Bridge Holdings, a privately run debt fund with over 290 deals in 38 states over the last two years. He also runs Investment Fund Secrets, where he helps everyday people without Wall Street experience start and scale their own funds. We talk about why you need to start or invest in a fund, funds as alternative investment opportunities, and how to raise fund capital. [02:43] Getting to Know Bridger Pennington [04:23] How Bridger Bro...
Apr 15, 2021•1 hr 4 min•Ep. 13
David C. Barnett is a business valuation and acquisition specialist whose primary focus is on small businesses and local investing. He is also the author of three best-selling business books, one of which will be the basis of today’s discussion. We talk about local investing, why small businesses struggle with financing, and the future of local investing. [03:30] Getting to Know David C. Barnett [07:40] Why Small Businesses Struggle to Get Financing [11:16] The Downside to Business Loans [12:40]...
Apr 08, 2021•55 min•Ep. 12
Today on The Wealth Secrets Podcast, Sean Adams talks about life insurance. Well known financial advisors like Suze Orman and Dave Ramsey have deemed all life insurance products to be bad investments. But are they wrong? Sean debunks their blanket statements by going into detail about the different types of policies and insurance companies. More importantly, he explains how the wealthy use life insurance as strategic investment tools. [03:58] Types of Life Insurance [07:40] Why is There an Avers...
Apr 01, 2021•25 min•Ep. 11
Today on The Wealth Secrets Podcast, Sean Adams talks to Jorge Newbery, Founder and CEO of AHP Servicing, a crowdfunded company that purchases non-performing mortgages from banks at huge discounts. We discuss how he runs a successful for-profit business, the rise and fall of his real-estate empire, and how the average investor can invest in companies through crowdfunding. [04:06] How Jorge got into Entrepreneurship [06:30] How Jorge Built a Multi-Million business and Lost it in 18 months [24:43]...
Mar 25, 2021•56 min•Ep. 10
Today on The Wealth Secrets Podcast, Sean Adams talks to Denzel Rodriguez, a finance geek who's passionate about helping people get their finances right. They talk about velocity banking, replacing bad debt with good debt, and how to use velocity banking to grow your wealth. [03:34] Getting to know Denzel Rodriguez [06:44] How Denzel Transitioned from Sales into the YouTube Space [11:55] Denzel's Experience with Personal Finance [18:20] What is Velocity Banking [25:45] Misconceptions Surrounding...
Mar 18, 2021•1 hr 5 min•Ep. 9
Today on the Wealth Secrets Podcast, Sean Adams talks to Scott Sciberras, the co-founder and CEO of Whiskey and Wealth Club, a company aiming to bridge the financial gap between distillers and the public. They talk about investing in rare Scotch and Irish whiskeys, why whiskey is a unique asset class, and why you should consider investing in the whiskey market. [03:19] Scott’s Journey into Entrepreneurship [06:32] Why Scott Decided to Focus on Alternative Investing [08:50] How Whiskey and Wealth...
Mar 11, 2021•47 min•Ep. 8
Today on The Wealth Secrets Podcast, Sean Adams talks to Andrew Mastin, the co-founder of @LBI Limited, a rare and exotic car brokerage firm. They talk about why classic cars are a valuable asset, where to find classic cars, and how you can make money by investing in rare and exotic cars. [02:15] Andrew’s Journey into Entrepreneurship [14:52] How to Balance Your Passion and Your Profession [17:44] Why Classic Cars are Considered an Asset [22:55] Defining an Investment Vehicle [24:36] Factors Tha...
Mar 02, 2021•48 min•Ep. 7
Today on The Wealth Secrets Podcast, Sean Adams talks to Michelle and Doug Myers, the founders of Pink Callers. Their company provides remote customer service for home service businesses. Michelle and Doug share the story behind Pink Callers and how they’re growing it through affiliate partnerships and networking. They also talk about what it’s like to run a business with your spouse and the importance of setting boundaries. [01:07] The Evolution of Pink Callers [12:26] Knowing Your Customers at...
Mar 01, 2021•1 hr•Ep. 6
Today on The Wealth Secrets Podcast, Sean Adams talks about outsourcing and delegation as means of leveraging our time. The wealthy invest in systems and teams so that they have more time to focus on more important tasks. [02:10] Time Management, Productivity, and Outsourcing [04:47] Why Business Owners Fail to Delegate [09:55] The E-Myth [10:31] Sean’s Experience with Delegation [13:24] All Tasks Can Be Simplified into a Checklist [15:50] The Difference Between Effectiveness and Efficiency [19:...
Feb 20, 2021•42 min•Ep. 5
Today on The Wealth Secrets Podcast, Sean Adams talks about a daily financial activity that we don’t rarely think about banking. He explains the way that banks make money and how we can use the same insider knowledge to increase our funds. Not only that, but this strategy is often used by the rich to protect generational wealth. [02:24] How Banks Make Money [05:18] Banks Only Invest in Safe, Convenient Opportunities [10:01] There are Better Ways of Storing Money [12:39] Remove Banks as Middlemen...
Feb 16, 2021•30 min•Ep. 4
Today on The Wealth Secrets Podcast, Sean Adams hosts Steve Parisi, president of IBC Global, an insurance policy company that focuses on infinite banking concepts and cash value life insurance. They discuss why life insurance is an asset, the cash value concept, the liquidity of life insurance policies, and how companies use life insurance as an employee retainer. [01:13] Getting to Know Steve Parisi [05:44] Life Insurance as an asset and not a Liability [08:31] Why Cash Value Life Insurance Con...
Feb 15, 2021•1 hr 5 min•Ep. 3
Today on The Wealth Secrets Podcast, Sean Adams talks about everything there is to know about 401Ks. He dissects the myths, the benefits, the drawbacks, and, most importantly, why the super-rich often shies away from signing up for the 401k. [01:55] Understanding The 401Ks [06:50] The Benefits of Having a 401K Account [07:58] The Reality of the 401Ks [11:18] The Strict Withdrawal Rules [17:59] 401Ks Management Fees [25:02] The Risk Associated With Market Exposure [27:40] The Contribution Limits ...
Feb 12, 2021•43 min•Ep. 2
The Wealth Secrets Podcast is dedicated to sharing the strategies of high net-worth individuals so listeners can emulate these practices in their personal lives. We will discuss a range of financial topics: from savings, investments, taxes, retirement, and more. Look forward to interviews and discussions with Sean and some of the industry’s top experts. This podcast is for unconventional professionals and entrepreneurs who want to attain financial freedom. It is for anyone who aspires to better ...
Jan 27, 2021•15 min
