A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Private Wealth Management Investing Money Podcasts
This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
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Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Get insights from highly qualified experts with actionable advice. Everything from venture capital to financial planning, real estate, wealth management, and so much more. You will walk away with amazing insights whether you are a seasoned investor or just starting out. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewed 5,000+ guests and hosts 8 shows. At the heart of our media brand is ...
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Owner Financing & Note Investing Podcast with Dawn Rickabaugh
Dawn Rickabaugh | Expert Advice for building wealth through Owner Financing & Note Investing
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Specializing in seller financing, Dawn has been a real estate and note investor for over 20 years. She provides custom consulting, coaching and note appraisal services. Note Queen is where Property Meets Paper and Learns to Dance. Subscribe to have your eyes opened to the profound, yet simple ways that seller financed real estate (property) and notes (paper) can help you create powerful and profitable financial solutions, just one Mom 'n Pop to another. The easiest way to get started investi ...
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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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Real Estate Power Play
Real Estate Investing | Real Estate Power Play Podcast with Mark Monroe and Gabe Rodarte
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Real Estate Power Play Podcast with Mark Monroe and Gabe Rodarte, is an active Real Estate Investors podcast providing real estate strategies on how to purchase property with very little or no money down. How to find buyers, How to work with private lenders, and How to locate off-market deals. We discuss actual active deals. We also discuss how to implement systems and grow your business with your team. **Mark Monroe, the #1 best-selling author, Mark turned his career to Real Estate Banking ...
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
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At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Understanding money is the key to financial wealth, and that's precisely where we come in. In this ADWEEK Award and Lovie Award-winning podcast, we cover every financial topic under the sun, from picking stocks and paying off debt to financial bubbles and alternative investments. It’s all jargon and judgement free, and you’ll come away from every episode with tools to multiply your money and make it work for you. Every other week we answer your questions, so if you want to ask us anything dr ...
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Toron is a leading investment counselling firm dedicated to safeguarding and nurturing its clients' capital. Focusing on personal wealth management, the firm uses the combined wisdom and experience of its partners to structure tailored investment plans that deliver peace of mind and strong, long term absolute returns.
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Welcome to Plan. Grow. Prosper. the podcast that empowers you to make informed financial decisions and navigate the complex world of wealth management. Whether you're just starting your journey to financial success or looking to enhance your existing wealth, our show is designed to provide you with the knowledge, strategies, and insights you need to build and protect your wealth. Hosted by experts in finance, investing, and wealth management, Plan. Grow. Prosper brings you a diverse range of ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
025
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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You’re a real estate investor who is passionate about real estate and making a difference in your community. You’re a hard worker and you love the freedom that comes with being your own boss and owning your own business. You started this business because you wanted more time and money in your life, but financial freedom seems to always be on the other side of that “next” deal. Like most real estate business owners, you are broke and have no control over your finances, and it’s hard to admit ...
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Join Spiros Vassilakos, CEO & Private Wealth Advisor with Athenian Private Client Group in Tarpon Springs, FL, as he provides informative financial and retirement planning insights on every episode. You'll learn about how to properly invest while growing your wealth, education on the markets and how it can affect your investment portfolio, provide planning strategies that meet your lifestyle, everything from 401(k)s and IRAs to mutual funds and EFT's. Spend about 15 minutes with Spiros each ...
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The Investor Mindset - Name Your Number Show [$]
Passive Income Media, Steven Pesavento, Name Your Number Show, VonFinch Capital
10392
Investing in yourself is the biggest ROI to create a more Wealthy Life, Relationship & Business. We bring together the best Business Leaders, Investors, and Mind & Health Experts to learn & grow together. Join millions of growth minded listeners. ABOUT THE HOST Steven Pesavento is on a mission to help others live a better life every day, have fun, and make money. He is a serial entrepreneur, high-performance coach, and Managing Partner of VonFinch Capital. Investing full time since 2016, he’ ...
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With over 35 years of experience in real estate and real estate notes, Kevin has purchased, renovated & resold over 150 properties and transacted $30+ million in private mortgages. Having delivered over 200 live presentations in the past ten years, Kevin is a highly skilled instructor and is well-known in the industry for his deep knowledge of market conditions and trends. Through interviews and solo casts, you will learn how to combine the best real estate investment techniques with the bes ...
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Building Success: Crafting Your Millionaire Mindset & Real Estate Investments Welcome to Building Success: Crafting Your Millionaire Mindset & Real Estate Investments, the podcast where construction meets entrepreneurship! I'm Ken, a seasoned expert in the construction business and a passionate real estate investor, here to help you master the tools you need to build a thriving RE business. Whether you're looking to sharpen your time management skills, discover lead gen strategies, or take t ...
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In each quick and impactful episode, you’ll discover practical strategies to successfully help you find and fund your next cash-flowing rental. Gain insights on spousal alignment, time management, increasing deal flow, self-managing, and creative financing, all designed to accelerate your journey toward financial independence. Plus, you’ll hear real success stories—and the occasional blunder—from our journey. As your host, I’m not just talking the talk. I'm a husband, father of three, nomadi ...
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MOONSHOT ENTREPRENEUR – From a Corporate Career to Building & Owning your own Business
Archana Jacob ¦ Business Coach, Christian Entrepreneur & Business Woman
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The #1 Podcast to learn about building & scaling a viable business while transitioning away from a career. **** TOP 10 ENTREPRENEURSHIP PODCAST **** Do you feel like something is missing in your corporate career? You’ve worked hard to get where you are, but the purpose—the spark that once drove you—just isn’t there anymore? Do you feel stuck in rigid systems, following rules you didn’t create, working with clients you didn’t choose, and building something that doesn’t truly feel like yours? ...
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A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private c ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Formerly known as Carolina Commercial Real Estate Connection, Timeless Business and Building Strategies pivots its focus to highlight Tony’s expertise in business strategies and construction. This podcast is designed for General Contractors, Specialty Contractors, Developers, and Entrepreneurs looking to start, grow, or scale their businesses to extraordinary success. Are you ready to become one of the most successful contractors or developers in your area? Tony shares the proven strategies, ...
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Unlocking Liquidity in Private Markets with Alexander Simpson of Liquid LP
8:08
8:08
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In this Mission Matters episode, Adam Torres interviews Alexander Simpson, CEO of Liquid LP, about his platform that enables investors to access liquidity from private fund investments without selling. Alexander also shares insights on emerging trends in AI, digital assets, and the importance of relationship-building through global leadership commu…
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Stephen Meade on Green Bonds, Tokenization, and Disrupting Global Finance
21:29
21:29
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In this Mission Matters episode, Adam Torres interviews Stephen Meade, Founder of Bigbamboo, LLC, about his work qualifying global infrastructure projects for green bonds and his upcoming platform to tokenize public markets. With deep experience across global summits like Milken and FII, Meade offers a compelling roadmap for entrepreneurs and g…
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AI, Real Estate & Risk: Lessons from Goose Hunting & Billion-Dollar Deals | Investor Panel Highlights
23:44
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Send us a text What does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market. In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerat…
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I Traded My Rentals for “Passive” Real Estate (Worth It?)
39:41
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Want passive income? We mean truly passive—no tenant phone calls, no toilets, no evictions—just checks sent to your account. This is the dream of every real estate investor, and today’s guest, Chris Lopez, actually achieved it. He did what we preach on every single episode—bought single-family rentals and small multifamily buildings and ran them ri…
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2324 FBF: Investment Markets & Golf with Kevin Armstrong Formerly of ANZ Group’s Private Bank and Author of ‘Bulls, Birdies, Bogeys, & Bears’
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This Flashback Friday is from episode 351, published last December 4, 2013. Kevin Armstrong is the former Chairman of the ANZ Group's Regional Investment Committee and former chief investment officer for ANZ Group's private bank. He's the author of, "BULLS, BIRDIES, BOGEYS & BEARS: The Remarkable & Revealing Relationship Between Golf & Investment M…
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Backing Visionary Founders: Samara Hernandez on Leading with First Checks
13:33
13:33
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In this Mission Matters episode, Adam Torres interviews Samara Hernandez, Founding Partner at Chingona Ventures. They discuss Samara’s investment philosophy, her focus on overlooked markets, and how AI is transforming early-stage venture capital. Samara shares her insights on identifying visionary founders and why she’s committed to being their fir…
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Top Investors Share Their #1 Advice for Navigating Uncertainty & Building Wealth
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Send us a text What’s the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade. You’ll hear powerful guidance on: Investing with authenticity and…
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July 2025 Housing Market Update: A New "Correction" Begins
38:38
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The real estate correction is here, but is a crash coming next? New data suggests sellers are getting increasingly frustrated as their houses sit—and they’ve finally had enough. Buyers are ready to pounce on lower-priced homes, but can they actually afford them? If you’re investing in real estate, is now the best time in a long time to fight for a …
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Cara Williams on ESG, Climate Tech, and the Future of Sustainable Investing
12:09
12:09
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In this Mission Matters episode, Adam Torres interviews Cara Williams, Senior Partner at Mercer, about the evolution of sustainability across finance and HR. The conversation explores ESG’s growing influence, the role of AI in impact measurement, and why purpose-aligned performance is the future of long-term value creation. This interview is pa…
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Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital
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In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year. The conversation also delves into themes from…
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2323: Trump's Machiavellian Playbook: Impact on Global Economy & Your Investments with Paul Marino
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Jason is currently in Denver at a Joe Dispenza retreat, discusses upcoming topics for the episode, focusing on the economy, markets, and real estate. Specifically, he mentions two U.S. real estate markets, one in Florida and one in Texas, that are approaching "crash levels," defined as a 25% price reduction, despite national appreciation. He conclu…
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Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?
23:06
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We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity? Sponsors Money for the Rest of Us Plus Asset Camp Show Notes Behind…
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Portfolio Management Strategies from Leading Investors: What’s Working in 2025
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Send us a text Discover how top investors are navigating today’s complex markets and what’s driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility. They…
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You Could Have More Equity Than You Think! (How to Use It)
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It’s the situation every real estate investor wants to be in: your house just appraised for more than you expected. Now, you’ve got some home equity added to your net worth, but how do you use it? Should you keep it in the property and maintain low leverage, or use home equity to scale your real estate portfolio more quickly? We’re answering common…
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Owner Financing Beyond Traditional Lending: Exploring Unique Properties With FNAC’s Rachel Sims
40:12
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Discover the thriving world of owner financing and how First National Acceptance Company (FNAC) has been a powerhouse in this industry for over 50 years! Join Kevin Shortle as he chats with Rachel Sims, a representative from FNAC, as she shares insights into their longevity, their unique niche in buying first-lien performing notes across all 50 sta…
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The Investment Strategy Used by Hedge Funds to Reduce Risk
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What lies beyond the Hollywood portrayal of hedge funds? Discover the surprising truth about these sophisticated investment strategies that have traditionally been reserved for the world's largest institutional investors. Bob Elliott, former Bridgewater Associates executive who helped manage the world's largest foreign exchange book, pulls back the…
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Scaling to a $12M Real Estate Business with the Profit First Playbook with Jonas Medrano
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In this episode, I sit down with Jonas Medrano, a powerhouse of discipline and drive who took the principles he learned from sports and fitness and applied them masterfully to real estate investing. From wholesaling his first property to scaling a $12 million business from his dining room table, Jonas’ story is not just about financial success, it’…
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Rodrigo Medrano on Finding Alpha in America’s Overlooked Industries
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In this Mission Matters episode, Adam Torres sits down with Rodrigo Medrano, Founder & Managing Partner at Toledano Capital Partners, during the Milken Global Conference. Rodrigo shares how his firm uncovers high-return deals in sectors, prioritizes principal protection, and navigates the U.S. private markets with a unique global perspective. Thi…
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Lu Zhang on Funding the Future of AI, Healthcare, and Industrial Automation
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In this Mission Matters episode, Adam Torres interviews Lu Zhang, Founder and Managing Partner at Fusion Fund. They discuss AI innovation, revenue acceleration in early-stage companies, and how repeat founders are capitalizing on today’s unique market dynamics. This interview is part of the Milken Global Conference coverage by Mission Matters. Big …
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Send us a text A common question today is how best to invest during a period of high volatility. One of the most common approaches is dollar-cost-averaging. On this episode, I dig into the topic with Chris Brigham, a Senior Research Analyst at Bernstein. His team recently updated their research on this approach. We discuss the pros and cons, who it…
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15 Years Doing What I Hated… 8-Figure Exit. Worth It?
44:40
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report How Ronan Berder accidentally built a consulting agency, scaled it to 8 figures, and sold it, despite never enjoying the work. Here’s what we talk about: Why Ronan stayed in China running a business…
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How Phoenix Tailings is Transforming Rare Earth Refining in the U.S.
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In this Mission Matters episode, Adam Torres interviews Nicholas Myers, CEO & Co-Founder of Phoenix Tailings. They discuss the company’s pioneering work in clean rare earth metals refining, the strategic importance of critical minerals, and how innovation—not just excavation—will power the next industrial revolution. This interview is part of the M…
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1104-Friday Q&A: Investing in Tools of the Trade, Socialization for Children, Financial Support of Adult Children, etc.
1:58:45
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On today's Friday Q&A podcast we discuss: How much should I spend on equipment that makes me money? How do I help socialize my three-year-old child? Is financial support of adult children a good idea? After I'm doing all the basics of good investing, where do I go to find better investment ideas? I just moved to New York City...will I ever get used…
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Building Antifragile Portfolios: How Smart Investors Are Thriving in Uncertain Markets
14:33
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Send us a text Discover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change. This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market unc…
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From Starter to Forever Home: How to Navigate Each Phase of Homeownership
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In this episode of Your Money Your Mission, host Kelly Mould and VP of Mortgage Services, Loren Fellows, offer essential tips for navigating the different phases of homeownership. From first-time buyers, those considering a second home or planning to age in place, the discussion covers key financial and lifestyle considerations and actionable advic…
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Financial Freedom with Rentals After 3 Years of Pure Hustle
41:42
41:42
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After hearing this episode, you’ll have no excuse not to reach financial freedom in under a decade. Today’s guest did it in even less time, scaling up to income-replacing cash flow in just a matter of years, even with a very demanding full-time job and constantly moving around the country. Through pure hustle, Taylor Wing is now financially indepen…
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Podcasting For Lead Generation With Dave Dubeau
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Aside from the traditional networking strategies, one of the most effective ways to generate leads these days is podcasting. While you build connections with your guests, this also allows you to build a relationship with your audience. Kevin Shortle is joined by Dave Dubeau of Money Partner Formula, who discusses how real estate entrepreneurs can s…
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Nigeria’s SEC Chief Emomotimi Agama on Reforming Capital Markets and Investor Protection
16:49
16:49
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In this Mission Matters episode, Adam Torres interviews Emomotimi Agama, Director-General of Nigeria’s Securities and Exchange Commission. They discuss Nigeria’s new Investment and Securities Act of 2025, the importance of regulatory clarity, combating financial fraud, and preparing Nigeria’s capital markets for the digital future. This interview i…
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2322 FBF: Corruption at the World Bank with Karen Hudes Whistleblower and Former Attorney with the World Bank & Export Import Bank of the US
53:46
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This Flashback Friday is from episode 345, published last November 5, 2013. Karen Hudes studied law at Yale Law School and economics at the University of Amsterdam. She worked in the US Export Import Bank of the US from 1980-1985 and in the Legal Department of the World Bank from 1986-2007. She established the Non Governmental Organization Committe…
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Billion-Dollar Family Offices Share Investment Strategies & Deal Flow Insights | Allocator Panel
30:49
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Send us a text What do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more. 📈 Hear from industry leaders,…
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The golden age of real estate investing is over, and there’s a good chance it isn’t coming back (for a while, at least). We have to admit it—real estate deals aren’t nearly as good as they were in the 2010s. But here’s the thing…we’re still buying real estate. Even with low affordability, high interest rates, and still high home prices, real estate…
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In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding. For more information and show notes visit: https://www.bwmplanning.com/post/107 Connect With…
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Navigating the End of Cycle: Why Smart Investors Are Holding Cash with Jeremy Roll
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28:24
In this episode of Multiple Perspectives, host David Lofgren sits down with Jeremy Roll, President of Roll Investment Group, to discuss the current state of commercial real estate investing and market cycle positioning. Jeremy shares his contrarian perspective on why he believes we're approaching an end-of-cycle reset, the challenges he sees facing…
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1103-Changes From The One Big Beautiful Bill and the New Trump Accounts
1:07:37
1:07:37
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1:07:37
Jeff Levine's tweet thread: https://x.com/CPAPlanner/status/1940856699872858202
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2321: Trump's Big Beautiful Bill: Revolutionizing Real Estate Investing and Saving on Taxes
31:05
31:05
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31:05
Jason presents Travis King, CEO of Realm, a real estate investor collective, focusing on the "Big Beautiful Bill" and its positive implications for real estate investors. They discuss specific provisions like accelerated depreciation and the permanent grandfathering of Opportunity Zones, highlighting their role in attracting capital back into the m…
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Mining and the Global Race for Critical Minerals with Kinterra Capital
45:39
45:39
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45:39
How the investing landscape is being reshaped by the global race for critical minerals. Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include: How mining and mineral processing work What are critical minerals, what is driving the demand for them, …
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Investor First Impressions: Live Brand & One-Liner Ratings by Active Investors
34:50
34:50
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34:50
Send us a text In this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messagi…
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Time Flies: Twenty Years of Eye on the Market
12:08
12:08
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12:08
Take a look back at 30 standout insights which are just as relevant for the future as they were for the past. Explore our insightsBy Michael Cembalest
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2025 Long-Distance Investing Blueprint (Listen Before Buying)
41:02
41:02
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41:02
Can’t make the numbers work in your local market? No worries—long-distance real estate investing is the natural next step. We’ve done it before, many times, and made the beginner mistakes, so you don’t have to. Now, we’re gearing up to do it again. Dave and Henry are heading out on the “Cash Flow Road Show,” touring top Midwest markets, and maybe e…
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Ep. 135 - The IRS Nightmare is a Myth: How to Escape Tax Hell Without Going Broke
34:01
34:01
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Stop hiding from those IRS letters. They're not coming to drag you away in handcuffs. The biggest lie the government ever told you? That tax debt will ruin your life. Here's the brutal truth: 99.9% of people who owe taxes will NEVER see the inside of a jail cell. But they will lose sleep, relationships, and thousands of dollars in penalties because…
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