Best Summit Wealth Strategies Podcasts (2024)

1
Deferring Taxes on Highly Appreciated Assets 29:36

7h ago29:36

29:36

In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…

1
Ep 242 - From Community Backing to Theatrical Release: TJ Noel-Sullivan's 'Midas' 24:35

35m ago24:35

24:35

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: TJ Noel-Sullivan, Writer and Director of "Midas" Summary: In this episode, Geoffrey D. Calhoun sits down with TJ Noel-Sullivan, the writer and director of the new film "Midas." They discuss TJ's journey into filmmaking, the inspiration behind "Midas," the ch…

1
Multifamily Investment Success with Ed Bailey: Strategy, Management, and Technology Insights 28:44

4h ago28:44

28:44

Get ready to unlock the secrets to successful real estate investment with Ed Bailey, the managing partner of Vision Capital Partners and Chief Capital Officer at nectarflow™. Ed’s journey from Wyoming to New York and back to Utah is filled with invaluable lessons that shaped his approach to finance and business. He'll discuss how first impressions …

1
Strategies for Long-Term Success in Short-Term Rentals 57:15

3d ago57:15

57:15

Short-term rentals are attracting the attention of an increasing number of investors, and with good reason. Their potential for above-average cash flow, rapid scalability, and flexibility for personal use make them an appealing option. However, it’s also a niche that requires a specific skill set … and comes with its own set of challenges. From cho…

1
Ep 241 - From Concept to Tubi: Discussing "Rumors" with Nicole Vernarec & Matthew Darcy Vieira 18:41

3d ago18:41

18:41

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guests: Nicole Vernarec, Showrunner; Matthew Darcy Vieira, Producer Summary: In this episode, Geoffrey D. Calhoun sits down with showrunner Nicole Vernarec and producer Matthew Darcy Vieira to discuss their journey of creating the show "Rumors" and getting it onto …

1
High-Stakes Multifamily Investment Strategies and Wealth Creation Insights with Sal Buscemi 43:35

8d ago43:35

43:35

On this episode of the Multifamily Innovation® Show, Sal Buscemi, Managing Partner & Co-Founder of Brahmin Partners and author of "Investing Legacy: How the 0.001% Invest," joins us for an eye-opening discussion on high-stakes investment strategies. Find out how the 0.001% manage their portfolios and the principle-led strategies that underpin succe…

1
The 22nd Annual Investor Summit PART TWO 43:32

6d ago43:32

43:32

Picture this: Over 200 investors and a world-class faculty of experts in investing, economics, real estate, precious metals, energy, and entrepreneurship walk onto a cruise ship ... It’s not the start of a joke, it’s the beginning of a long week packed with crucial conversations, aha moments, networking, and tons of fun. An extraordinary voyage wit…

1
Multifamily Operator Insights with AI & Automation Expert Patrick Antrim 1:02:06

8d ago1:02:06

1:02:06

Discover the inspiring journey of Patrick Antrim, the visionary founder of nectarflow.com, as he transitions from the high-stakes world of professional sports to the multifamily real estate industry. Patrick's early influences in real estate come from his grandmother, but his unexpected career with the New York Yankees provides him with invaluable …

1
Combatting Popular Excuses For Poor Financial Decision-Making 16:23

11d ago16:23

16:23

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Whether it’s procrastination, fear of market crashes, or misunderstanding Social Security…

1
Accounts Receivable Management for Multifamily Housing 28:35

11d ago28:35

28:35

In this episode of the Multifamily Innovation® Podcast, host Patrick Antrim sits down with Lynn Musil, CEO and Co-Founder of Pay Ready. Lynn shares his journey in the multifamily industry and the innovative solutions his company provides for managing post-move-out rent collections. The conversation delves into the origins of Pay Ready, highlighting…

1
Mitigating the Impact of Interest Rates and Inflation on Investments 23:12

11d ago23:12

23:12

In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…

1
Attitude and Gratitude: Keys to Success and Happiness 15:13

16d ago15:13

15:13

Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…

1
Addressing the Challenge of Inflation 15:48

11d ago15:48

15:48

Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…

1
Understanding Inflation and Its Impact on Prices 23:05

11d ago23:05

23:05

Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …

1
Managing Market Volatility and the Need for a Cash Position 16:51

24d ago16:51

16:51

In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DI…

1
The 2024 Investor Summit PART ONE 53:30

13d ago53:30

53:30

Always certain to make a splash … We’re LIVE aboard the luxurious 22nd Annual Investor Summit at Sea! This isn't merely a relaxing getaway — it's a rare chance to "sharpen the saw" alongside like-minded summiteers and world-class experts in investing, economics, real estate, precious metals, energy, and entrepreneurship. In this episode, Robert is …

1
The Beauty of Simplicity When Planning For Retirement 15:37

16d ago15:37

15:37

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. So, in today’s episode, we’ll talk about the beauty of straightforward financial planning. Here’s what we discuss in this episode: 0:00 – Intro 0:46 – The 80/20 retirement formula 2:26 – How financial planning ge…

1
Ep 240 - Inside the Shudder Original: Nightwatch Demons Are Forever with Ole Bornedal 21:02

17d ago21:02

21:02

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: Ole Bornedal, Writer and Director of Nightwatch and Nightwatch Demons Are Forever Summary: In this episode, Geoffrey D. Calhoun interviews Ole Bornedal, the acclaimed writer and director behind the cult classic "Nightwatch" and its upcoming sequel "Nightwatc…

1
AI: The New Multifamily Value Add 35:21

18d ago35:21

35:21

On today's episode, Patrick Antrim, CEO of nectarflow.com and Chairman of the Multifamily Innovation® Council, brings his perspective on leveraging AI and technology in the multifamily industry to reposition properties. Patrick emphasizes that the core purpose of multifamily investments is to create value, both for investors seeking yields and for …

1
Getting To Know Your Host, Erik Bowman 12:24

18d ago12:24

12:24

Welcome back to Uncommon Cents, where Eric Bowman of Bowman Financial Strategies brings clarity to the world of financial planning. We're back with a revamped version of the show on YouTube and all your favorite podcast streaming platforms. We have a lot of exciting content coming your way- but first, let’s get to know your host! Here’s some of wha…

1
Retirement Riches with Real Estate 57:05

1M ago57:05

57:05

There’s an astonishing $38 trillion in US retirement accounts, most of it tied up in paper assets. But savvy investors know there’s a better option than gambling your future on stocks and bonds. It’s called a self-directed IRA, and it allows you to use your retirement money to invest in tried-and-true, wealth-building real estate. Today, Robert is …

1
Ep 239 - Marketing Strategies for Screenwriters with Chris Brennan 25:29

24d ago25:29

25:29

Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: Chris Brennan, Screenwriter and Marketing Expert Summary: In this episode, Geoffrey Calhoun welcomes Chris Brennan, a screenwriter and marketing expert, to discuss the intersection of screenwriting and marketing. Chris shares his journey from co-directing hi…

1
Insights into AI-Driven Strategies for Multifamily Success 1:05:47

1M ago1:05:47

1:05:47

Discover how AI and innovation are driving critical transformations in the multifamily industry and the strategies every executive needs to implement now. In this episode, Patrick Antrim introduces Lauren Stinson, Vice President of Strategic Marketing and Media for Multifamily Leadership. Patrick and Lauren dive deep into the intricacies of multifa…

1
Ep 238 - Marc Guggenheim on Arrow and Crafting Iconic TV Pilots 24:06

1M ago24:06

24:06

Host: Geoffrey D. Calhoun Host and Best Selling Author of 'The Guide For Every Screenwriter' Guest: Marc Guggenheim Legendary Showrunner of Arrow, Flash, and Legends of Tomorrow Summary: In this episode, Geoffrey D. Calhoun welcomes back legendary showrunner Marc Guggenheim to discuss his experience crafting some of the most iconic TV pilots of our…

1
Profitable Problem Solving - A Lucrative Niche for a Special Tenant 1:01:43

2M ago1:01:43

1:01:43

There is no greater wealth than the ability to improve the lives of others. That said, most would admit that money plays a pretty big role in our daily lives and aspirations too. These two points lead us to the fascinating aspect of real estate we’ll explore today: The opportunity it provides its investors to make both a positive impact on society …

1
Transforming Tech From Startup to Industry Powerhouse 45:24

2M ago45:24

45:24

What does it take to transform a two-person startup into a powerhouse in the high-speed internet industry? Join us as Sean Gorman, owner and CEO of Safety Net Access, unveils his remarkable journey. From pioneering in hospitality to expanding into multifamily units and commercial properties through their division, Amicus Networx, Sean shares how hi…

1
Shiny Object Syndrome – What’s Behind Gold’s New Highs 1:04:49

2M ago1:04:49

1:04:49

Gold is back in the limelight, reaching several all-time highs in recent weeks … … And whether or not gold graces your balance sheet, there’s good reason to keep a keen eye on the glittering developments in the metals market. So in this episode, we’ll unearth a few golden nuggets of wisdom with our good friend Brien Lundin, a seasoned precious meta…

1
Make More Money and Pay Less Tax – One of the Best Tools for Real Estate Investors 1:06:31

2M ago1:06:31

1:06:31

While investment philosophies differ, most investors share a common goal … Acquiring more properties and increasing profits. So instead of letting taxes erode earnings and stunt portfolio growth, savvy investors opt to tap into the power of the tax code. In this episode, we shine a light on one particularly tax-saving tool that allows investors to …

1
AI for Multifamily Innovation and Data-Driven Success 1:14:55

2M ago1:14:55

1:14:55

In this episode of the Multifamily Innovation® Podcast, host Patrick Antrim engages with Mukund Chopra, a serial entrepreneur and early investor in companies like Groupon and Slack. Mukund shares his insights on leveraging technology and data to enhance business efficiency in the multifamily industry. The conversation delves into the core purpose o…

1
Ep 237 - Rod Blackhurst on Directing "Blood for Dust" 22:28

2M ago22:28

22:28

Host: Geoffrey D. Calhoun, Best Selling Author of The Guide For Every Screenwriter Guest: Rod Blackhurst, Director of "Blood for Dust" Summary: In this episode, Geoffrey D. Calhoun sits down with Rod Blackhurst, the talented director behind the gripping film "Blood for Dust." Starring Kit Harington, Scoot McNary, Josh Lucas, and Stephen Dorff, this…

1
The Stages, Cycles and Seasons of Real Estate Investing 1:05:15

2M ago1:05:15

1:05:15

In the world of real estate investing, change is the only constant. And with it comes a mix of chances and challenges. As investors, the better we’re able to monitor the different factors at play in shaping the future of a market, the better positioned we are to make decisions that will benefit us in the long run. That’s where our guest Ken McElroy…

1
Ep 236 - Legacy Documentaries with Eriksen Dickens 17:47

2M ago17:47

17:47

Host: Geoffrey D. Calhoun, Host and Best-Selling Author of The Guide For Every Screenwriter Guest: EriksenDickens, Documentarian Filmmaker Summary: In this episode, Geoffrey D. Calhoun sits down with Eriksen Dickens, a documentarian filmmaker specializing in legacy documentaries. Eriksen shares his unique journey into filmmaking, the inspiration be…

1
An Ounce of Prevention – Legally Protect Yourself and Your Assets 55:51

2M ago55:51

55:51

It’s intriguing how folks will invest in security systems and diligently lock the front door … Yet they often leave the back door wide open by neglecting to develop a legal strategy to safeguard not only their home, but ALL of their assets against unforeseen attacks. And if something goes wrong, this oversight can have serious consequences. So toda…

1
Ep 235 - Nicholl's Finalist Victoria Male on Crafting Her Script, 'Showstopper' 26:23

2M ago26:23

26:23

Host: Geoffrey D. Calhoun, Host and BEst Selling Author of The Guide For Every Screenwriter Guest: Victoria Male, Nichols Finalist for her script 'Showstopper' Summary In this podcast episode, Geoffrey D. Calhoun interviews Victoria Male, a Nichols finalist for her script Showstopper. Victoria shares her origin story, starting with her passion for …

1
How Real Estate Can Provide Tax Free Wealth 1:04:35

3M ago1:04:35

1:04:35

Despite the ever-evolving landscape of tax legislation, real estate continues to be one of the most tax-advantaged investment opportunities available. With the help of a great CPA, proper planning, and a shift in perspective, taxes can transform from a burden into an exciting opportunity for growth. Lucky for you, we’ve got one on speed dial! In th…

1
Ep 234 - Behind the Brand: How Influencers Use Authenticity on Social Media with Megha Bajaj 20:06

2M ago20:06

20:06

Episode Overview: Join host Geoffrey D. Calhoun as he delves into the world of social media authenticity with Megha Bajaj, a former reality TV star turned social media influencer. Discover Megha's journey from television to becoming an Instagram icon, and how she leverages her platform for genuine engagement. Host: Geoffrey D. Calhoun Bio: Geoffrey…

1
AI and Data: Better Apartment Investing 43:11

3M ago43:11

43:11

Leverage the full potential of your Multifamily Real Estate investments with insights from Elizabeth Braman, CEO of RevolutionRE. As our special guest, Elizabeth unravels the complexities of AI and data standardization in apartment investing, offering strategies for multifamily businesses looking to enhance their efficiency. We delve into the ways …

1
Passive Investing - Fun and Profit for Busy People 1:00:26

3M ago1:00:26

1:00:26

Not everyone can or wants to be a full time investor … Whether you’re juggling a demanding career or simply prefer a less hands-on approach, passive investing unlocks the door to the perks of real estate without monopolizing your time and energy. In this episode, we're thrilled to host Jim Sheils, a partner at Southern Impression Homes and a renown…

1
Leveraging AI in Centralizing and Automating Relationships with Renters 45:06

3M ago45:06

45:06

In this episode of the Multifamily Innovation® Podcast, part of our Meet the Partner series, we explore the transformative impact of AI in the multifamily industry with Eugene Keplinger from LeaseHawk. With a robust background in engineering and product management, Eugene brings a rich perspective from his experiences at American Express and Invita…

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