The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Strategies for building wealth through real estate, specifically in the Multifamily space.
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Weekly ideas for generating income from dividend securities and selling options premium.
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Welcome to the world's longest-running, DAILY commercial real estate investing podcast hosted by Joe Fairless. Joe went from buying $35,000 single-family homes to controlling over $1,900,000,000 worth of large apartment communities in under a decade. Commercial real estate is a compelling investment option, but knowing where to look and who to listen to can be overwhelming — especially when your money and legacy are on the line. The Best Real Estate Investing Advice Ever Show provides commer ...
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Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy. Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker. One person can’t change the w ...
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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Investing expert Dominique Broadway left her career as a financial advisor to the 1% to help the 99% build generational wealth. In the process, she went from flat-broke to generating $8.5 million. On We Have Options, she teaches you how she did it— and how you can too. Whether you’re working on Wall Street, or making your first investment, you have options. Dominique is here to help you turn those options into a legacy.
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Welcome to the Building Wealth While Black Podcast, where we empower and inspire entrepreneurs and individuals seeking to create generational wealth. Join us as we dive into insightful discussions, interviews, and success stories, all aimed at helping you achieve financial freedom and build a lasting legacy. Don't miss out on our valuable tips, strategies, and advice on topics like real estate development, stock options trading, and more. Subscribe now and start your journey towards financia ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options dis ...
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Hi - we are Rick Gannon, Lorraine Gannon and Sam Lawson. We are property investors focused on creating a legacy for our family and creating wealth for our retirement. Having achieved huge success in our own property portfolios, we now help others to do the same. We give back, as others before us, shared their insights and learnings about property investing. New Era Property Training helps you and your family help the housing crisis in the UK, whilst creating an income for you and your family ...
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What if you decided that mediocre was no longer an option? What if you decided that TODAY is your day to stop waiting for permission to pursue the life of your dreams? This IS your wake-up call to disrupt your default life & get you on the path to Greatness! It is often said that you should be working ON your business, not IN your business. Your money must serve you, not the other way around. If you're enjoying significant success in your current ventures, how about bringing it to the next l ...
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Hosted by Marla DiCarlo, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their businesses. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? That is the rea ...
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Do you want to invest in real estate but don't know where to begin? Are you already in business but find it difficult to enjoy the fruits of your labor? Real estate investing is the most reliable and surefire way to amass wealth in the United States, but it's not always a fun ride. You can alter that reality. Success comes with its share of growing pains; don't limit yourself. Take the time to enjoy the fruits of your real estate investments instead. Learn the strategies, mindset, emotional ...
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JF3634: From Broker to Tech Innovator: Raising Capital, Navigating Market Cycles, and Investing in High-Growth Corridors ft. Max Gonzales
34:01
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Max Gonzales, the managing principal of Geometric RE, shares his background in real estate investing and discusses the importance of understanding the larger capital structuring of deals. He emphasizes the need for a team approach in larger acquisitions and highlights the Feast or Famine nature of the real estate cycle. Max also discusses the impac…
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What Should A Good Financial Advisor Charge To Manage My Investment Portfolio? [Secret Sauce Ep9]
16:15
16:15
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Are you paying too much in investment fees and wondering how to optimize your investment portfolio? Are you unsure what a good financial advisor should be charging you or even how to choose a wealth manager? Discover how to lower your costs and maximize your returns in this episode! In this episode, Kyle Pearce from Canadian Wealth Secrets addresse…
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JF3633: Using Creative Financing for Short-Term Rentals, Unlocking Tax Loopholes, and Surviving Market Shifts ft. Zeona McIntyre
33:06
33:06
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Zeona McIntyre, a realtor and investor, discusses her shift to creative financing in the real estate market due to rising interest rates. She explains that creative financing, such as subject-to deals and seller financing, allows investors to take advantage of lower interest rates and tax advantages. McIntyre emphasizes the importance of understand…
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JF3632: Placing Capital in Challenging Markets, Creative Financing in Puerto Rico, and Navigating International Deals ft. Nate Whigham
32:42
32:42
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Nate Whigham, President of EN Capital, joins Amanda Cruise and Ash Patel to discuss capital advisory work in commercial real estate. Nate shares his expertise in debt and equity placement, particularly in transitional deals that require structured finance. He explains the challenges and opportunities of placing capital in markets like Puerto Rico a…
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JF3631: Building a $150M Portfolio in a Small Texas Market, Navigating Staffing Challenges, and Boosting Cash Flow ft. Brian Ferguson
20:32
20:32
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Brian Ferguson, founder of Fergmar, focuses on value-add real estate, long-term holds, and cash flow. He addresses challenges in finding deals and hiring, while committing to veteran support and home ownership initiatives. Brian Ferguson | Real Estate Background Fergmar Based in: Victoria, TX Say hi to him at: LinkedIn www.altunascapital.com www.fe…
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The Smith Maneuver Explained: A Case Study On Innovative Investment & Tax Strategies
42:17
42:17
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42:17
Are you tired of high mortgage interest rates eating into your savings? Discover how the Smith Maneuver could turn your biggest expense into a powerful investment strategy! In this episode, hosts Jon Orr and Kyle Pearce unpack a real case study to dive deep into the Smith Maneuver, a financial strategy that aims to convert non-deductible mortgage i…
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JF3630: Self-Managing Your Multifamily Portfolio: Who Should Take the Reins and Who Shouldn't — the Due Diligence Show ft. Slocomb Reed
19:58
19:58
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Slocomb Reed discusses who should self-manage multifamily portfolios, considering whether real estate is your primary income and your goals. He highlights the control and challenges of self-management and shares personal examples to illustrate its impact. Sponsors: Passive Investing Mastery Apartments.com Bam Capital…
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From Audience to Authority: A Journey of Business Exits and Real Estate Success
23:54
23:54
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In this episode of the WealthGenius Podcast, host Alfonso Cuadra sits down with Patrick Francey, CEO of the Real Estate Investment Network (REIN). Patrick shares his inspiring journey from a business owner in Edmonton to the leader of one of Canada's most respected real estate investment communities. The conversation delves into Patrick's early exp…
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JF3629: Best Ever Host Ash Patel on Finding High-Value Deals, Timing the Market, and Navigating the Challenges of Commercial Real Estate
32:57
32:57
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Ash Patel, a commercial real estate investor, shares his journey and insights in this conversation. He stumbled upon commercial real estate after buying a mixed-use building and realizing the benefits of commercial tenants. He has since invested in various asset classes and focuses on high-value add deals. Ash discusses the current market condition…
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Federal Reserve Chairman Jerome Powell is in the hot seat. The labor market is slowing down, the stock market is stumbling and interest rates are uncomfortably high. On this week’s show, we will break down why the Fed hasn’t cut interest rates just yet and preview why lower rates may be around the corner. Also in this episode: Who is Jerome? What i…
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JF3628: Turning Underutilized Assets into High-Performing Investments, Lessons from Multifamily Renovations and Hotel Conversions ft. Daniel Casey
24:19
24:19
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Daniel Casey, CEO of North40 Capital, renovates C and D apartments in prime locations to compete with class A properties. He emphasizes affordable, high-quality housing and the advantages of being a local owner-operator. Daniel Casey | Real Estate Background North40 Capital LLC Based in: Tacoma, WA Say hi to him at: www.north40capital.com Instagram…
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JF3627: Debating Cash Flow vs. Appreciation: Navigating High-Interest Markets and Long-Term Growth Strategies ft. Ian Cruz
27:57
27:57
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Ian Cruz and Slocomb Reed discuss investing for long-term growth versus cashflow in real estate, focusing on 2024 multifamily opportunities, interest rates, and market volatility. They stress understanding market fundamentals and vetting operators. Ian Cruz | Real Estate Background Partner, ELEV8 Capital Portfolio STR, MTR, LTR, multifamily (Bay Ar…
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Financial fluency for healthcare professionals - an intimate conversation with Sandy Pollack
49:54
49:54
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We have Sandy back again to help us dive into understanding the importance of financial fluency for physicians and other healthcare professionals. If you want to leave me with feedback and comments, please email me at hmfhd2020@gmail.comBy Vu Kiet Tran
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Solving Your Retained Earnings Tax Problem | Corporate Tax Strategies [Secret Sauce Ep8]
26:49
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Are you struggling to navigate the complex world of corporate tax strategies and maximize your business's retained earnings? In today's challenging financial landscape, many business owners face the dilemma of how to efficiently manage and grow their retained earnings while minimizing tax liabilities. This episode of Canadian Wealth Secrets dives d…
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JF3626: Revolutionizing the Rental Market, Harnessing AI for Landlords, and Pricing with Data-Driven Confidence ft. Anthemos Georgiades
21:39
21:39
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Anthemos Georgiades, co-founder and CEO of Zumper, discusses the value of digitizing the rental process and the importance of understanding the needs of both renters and landlords. Zumper serves as a lead generator for landlords, attracting millions of renters to their platform. They also provide data and insights to help landlords make informed de…
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JF3626: Increasing ROI with Amenities, Designing for Long-Term Tenants, and Creative Value-Add Strategies ft. Katie Decker-Erickson
30:34
30:34
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Katie Decker Erickson, a designer, highlights the importance of amenities like pet playgrounds, outdoor spaces, and communal areas to boost ROI. She advises using underutilized spaces creatively and understanding the target market. Katie Decker-Erickson | Real Estate Background Color Works Design Worked on multifamily properties in over 20 states a…
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Who SHOULDN'T Buy A Permanent Life Insurance Policy
32:23
32:23
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Is a permanent life insurance policy right for you? Have you filled all of your tax sheltered buckets like RRSPs and TFSAs? Are you maximizing the benefits of life insurance in your wealth management strategy? In this episode of the Canadian Wealth Secrets podcast, Kyle and Jon delve into the complexities of permanent life insurance and term insura…
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JF3625: Housing Policy Insights, Addressing the Housing Shortage, and Future Market Trends ft. Dejan Eskic
30:33
30:33
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30:33
Joe Cornwell interviews Dejan Eskic, a senior research fellow and real estate economist, about the economy and housing. They discuss the challenges of housing affordability, the impact of zoning regulations, and potential solutions for the housing shortage. They also touch on the demographic trends and the importance of understanding population com…
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JF3624: What Really Happens After an Apartment Complex Fire ft. Rachael Jones
33:56
33:56
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Rachael Jones, principal of Clover Capital Group, focuses on multifamily apartments. She highlights property management, incubator programs, quick decision-making, expert advice, and community involvement. Rachael Jones | Real Estate Background Clover Captial Group Based in: Belmont, North Carolina Say hi to her at: www.clovercapitalgroup.net Linke…
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Engage, Educate, Elevate: Public Speaking Secrets for Real Estate Success
23:22
23:22
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23:22
In this premiere episode of the third season of The WealthGenius Podcast, Alfonso Cuadra interviews Majeed Mogharreban, a seasoned public speaker and expert trainer. Majeed discusses his journey from starting as a professional speaker to building a successful business training others to use public speaking as a strategic marketing tool. He highligh…
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JF3623: Capital Raising in Distressed Markets, Managing Fixed-Rate Debt, and Achieving 2X Equity Multiples ft. Jay Maranan
19:23
19:23
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19:23
Jay Maranan, a capital raising expert, shares his experience in syndications, emphasizing trust, credibility, and networking. He highlights the importance of understanding the market and addressing investor concerns. Jay Maranan | Real Estate Background Zen Coast Capital Portfolio: 541 units (5 apartment buildings), 7 units (LTR/STR) Based in: San …
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180: What Are My Options When Leaving A Job / The Fiduciary Movement
56:46
56:46
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With Americans changing jobs frequently, a staggering $1 trillion in 401(k) funds is rolled over each year. This week, we'll delve into strategies for managing your old 401(k) after job changes and what to do if you inherit a retirement account. We'll also discuss the crucial role of a fiduciary financial advisor and the upcoming rule change that w…
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JF3622: Selling at a Loss, Dealing with Management Changes, and the Importance of Fixed-Rate Loans ft. Bradley Sumrok
28:39
28:39
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28:39
Bradley Sumrok shares his challenging experiences with recent deals, emphasizing not selling unless necessary and the importance of vetting partners and having liquidity. He also highlights his mentorship program and charity work. Bradley Sumrok | Real Estate Background Sumrok Multifamily Mentoring Portfolio: 35 buildings totaling ~7,700 units Base…
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JF3621: Infill Strategies for Mobile Home Parks, RV Park Opportunities, and Retail Challenges ft. Ryan Hill
31:27
31:27
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Ryan Hill, CEO of Phoenix Capital, focuses on custom deals in mobile home parks, infill, and rehab. He partners with park owners to fund and sell homes. His portfolio includes mobile home parks, RV parks, and a retail center. He emphasizes the importance of passion and grit in real estate investing. Ryan Hill | Real Estate Background CEO Phoenix Fi…
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Your Canadian Portfolio Rate of Return Reality Check [Secret Sauce Ep7]
9:38
9:38
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Are you aware of the true rate of return on your Canadian portfolio, or have you been misled by common myths? Many Canadian investors are lulled into a false sense of security, believing that their portfolios are achieving high returns, often citing figures like 12% annually. However, the reality is far more complex and less optimistic for the majo…
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JF3620: Overcoming Insurance Hikes, Navigating Texas Multifamily, and Managing 3,800 Units ft. Nic Espanet
26:18
26:18
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26:18
Nic Espanet, owner of Flex Equity Group, shares his experience as a passive investor and general partner in multifamily syndications. He emphasizes the importance of getting to know and trust the operators before investing, as well as thoroughly researching their track record. Nic also discusses the challenges he has faced in the current market, su…
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JF3619: Boosting NOI with Bulk Internet and Reserved Parking, and Mastering Fixed-Rate Debt Strategies ft. Mike Woodfield
36:01
36:01
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36:01
Mike Woodfield, owner of Obsidian Capital, advises focusing on good underwriting, conservative practices, and strong partnerships in multifamily real estate investing. He emphasizes fixed-rate debt and HUD loans. Mike Woodfield | Real Estate Background Obsidian Capital Portfolio: Total of 16 properties Based in: Austin, TX Say hi to him at: www.obs…
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Real Estate Investment Strategies for Canadian Entrepreneurs from Experts in the Toronto Real Estate Market
44:58
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Have you ever wondered how top real estate professionals turn market challenges into wealth-building opportunities? In today's fluctuating real estate market, many investors face uncertainty about making profitable decisions. High costs, market volatility, and the fear of making the wrong move can be daunting. This episode dives into strategies use…
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JF3618: Scaling from Single-Family to Multifamily, Streamlining Management with VAs, and Direct-to-Seller Strategies ft. Grant Francke
17:59
17:59
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17:59
Grant Francke, a full-time real estate investor, shares his experience and insights on value-add small to midsize multifamily investing. He discusses his background, portfolio, and day-to-day responsibilities. Grant emphasizes the importance of treating people right and having a clear why in real estate investing. Grant Francke | Real Estate Backgr…
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JF3617: From Geospatial Analyst to Multifamily Syndicator, Managing 376 Units, and Building Strategic Broker Relationships ft. Donato Callahan
30:49
30:49
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Donato Callahan, acquisitions manager at CRE Capital, shares his background and journey in real estate investing. He discusses his role as an acquisitions manager and the challenges he faces in finding deals that meet specific criteria. Donato emphasizes the importance of building relationships with brokers and consistently looking at a large numbe…
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JF3616: Mastering $1.3 Billion in Sunbelt Developments, Adapting to Market Shifts, and Building Schools Globally ft. AJ Klenk
26:53
26:53
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AJ Klenk, Managing Partner of Catalyst Capital Partners, joins Slocomb Reed on the Best Real Estate Investing Advice Ever Show. AJ shares insights into the current multifamily market, including the impact of new construction projects on rent rates. He also talks about Catalyst's focus on the Southeast and the factors they consider when choosing mar…
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