5 Talents Podcast - How To Build Wealth Through Real Estate
275 episodes - English - Latest episode: 6 months ago - ★★★★★ - 7 ratingsWelcome to the 5 Talents Podcast - How To Build Wealth Through Real Estate. Your host Abel Pacheco interviews real estate investors, wealth managers, syndicators, operators, and other wealth management strategists. If you’re a top earner in your field, an accredited investor and focused on building wealth through real estate... then this podcast is for you.
Abel served his local church for nearly 10 years as a deacon and finance board member and now combines his passion for real estate investing, professional successes, faith, leadership, and core beliefs to serve his investment community.
If you want to learn what other multi-millionaires, wealth managers, and surrounding industry experts are doing to build and preserve wealth... then this podcast is for you.
www.5Talents.Capital
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Episodes
Mark Myers - The Top 3 Tax Strategies That Your CPA Doesn't Know About
October 31, 2023 09:00 - 47 minutes - 32.9 MBDo you dread tax season? Feel like you're leaving money on the table when that tax bill arrives? In this episode, Abel Pacheco sits down with Mark Myers, founder of Peak Profit Solutions and self-described "tax savings architect." If you're eager to gain insider knowledge on how the top 1% navigates the complex tax code, don't miss this conversation. You'll come away with actionable steps to legally minimize taxes and avoid overpaying Uncle Sam. The savings could be life changing. It’s time ...
Sandhya Seshadri - From Two Suitcases to $140 Million Under Management
October 24, 2023 09:00 - 49 minutes - 33.8 MBIn this episode, host Abel Pacheco interviews Sandhya Seshadri, a Dallas-based apartment syndicator and founder of Engineered Capital and ACE Operators. They discuss Sandhya's journey from arriving in the US with just two suitcases to managing over 140 million in multifamily assets. Sandhya provides insights on multifamily asset management, operations, and key performance indicators (KPIs). [00:00 - 09:52] - Sandhya’s “Origin” Story Introducing Sandhya Seshadri to the show Sandhya's journ...
Joseph Bramante - The Pivot from Acquisitions to Ground-Up Development
October 17, 2023 09:00 - 41 minutes - 28.4 MBJoseph Bramante shares his inspiring journey from corporate engineer to real estate entrepreneur who now leads a company with over 1500 units and $230M+ in assets. He discusses how he bought his first property at only 25 while living overseas, motivated by a desire to take control of his financial future. He also provides an inside look at pivoting into ground-up multifamily development, explaining the increased complexity versus acquiring existing properties. [00:00 - 07:52] - Getting Star...
Curtis May - Unpacking Personal Finance Principles
October 03, 2023 10:00 - 42 minutes - 29 MBHow do you create wealth using the velocity of money? In this episode of the 5 Talents Podcast, Abel welcomes Curtis May. Curtis is the principal of Practical Wealth Advisors LLC., He helps families and business owners learn to plan wisely for the future and to achieve financial independence. He discusses personal finance principles such as saving, investing, and minimizing losses. He shares his own story of growing up in a self-employed family and learning money management from his father. ...
Cameron Christiansen & Anthony Faso - How Infinite Banking Transforms Financial Futures
September 26, 2023 11:00 - 41 minutes - 28.4 MBHave you ever considered a high cash value, whole life policy as an alternative to traditional banking? In this episode, Anthony Faso and Cameron Christensen dive into Infinite Banking, how the process of Cash Cycle for Investors works, and how a high cash value, whole life policy can be used as an alternative to a bank. They include details on the benefits of using this type of policy and provide advice on investing in infinite banking. Listen in to better understand the concept of Infini...
Andy McMullen - Exploring Opportunities In Real Estate
September 19, 2023 10:00 - 43 minutes - 30.1 MBHow do you take advantage of potential opportunities in real estate investing? In this episode of the 5 Talents Podcast, Abel welcomes Andy McMullen. Andy is the Founder and Manager of Legacy Acquisitions. He has been focusing on multifamily and built-to-rent for the last four years. Andy values his long-standing personal relationships with brokers, operators, institutional lenders, and private equity firms. Tune in now as Andy shares how to navigate current challenges in the industry and ...
Alix Kogan - Overcoming Obstacles And Creating Wealth
August 15, 2023 10:00 - 37 minutes - 25.6 MBIn this episode of the 5 Talents Podcast, Abel welcomes Alix Kogan, Alix is the Founder and President of Ashland Capital an industry veteran with 20+ years of successful real estate operations and $500mm worth of transactions under his belt. Alix has been involved in all facets of real estate, construction, and development since he embarked on his career in real estate over 20 years ago. Alix’s career began in Colorado through the start of his high-end construction company, Kogan Builders,...
Matt Faircloth - Scale Up Your Real Estate Investing With Faith, Gratitude, And Confidence
July 28, 2023 10:00 - 40 minutes - 28 MBIn this episode of the 5 Talents Podcast, Abel welcomes Matt Faircloth, Matt has been a full-time investor since 2005. In that time, he has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings. He controls thousands of units in multifamily in partnership with tens of millions of passive investor equity. Matt is the author of Raising Private Capital, How to Build your Real Estate Empire with Other People's Money, wh...
Rich Fettke - Uncovering The Secrets Of Intentional Investing
July 04, 2023 10:00 - 38 minutes - 26.6 MBRich oversees the marketing and business development at RealWealth. He is passionate about developing our team and our systems and is always looking for new ways to bring good people to the network. As a licensed real estate broker, experienced investor, and Master Certified Business Coach, Rich specializes in helping our team stay aligned and inspired to fulfill our company’s purpose, mission, and values. Rich oversees the marketing and business development at RealWealth. He is passionate ...
Matt Fore - Investing In Intentional Wealth Creation
June 27, 2023 10:00 - 44 minutes - 30.8 MBMatt Fore is an experienced real estate investor from Nashville, Tennessee. He has a background of over 10 years in sales and sales leadership positions at a prominent technology firm. Matt was able to achieve financial freedom within 3 years of starting, at the age of 32. Currently, Matt is a partner in the multi-billion-dollar real estate private equity firm Next-Level Income which specializes in Multi-Family, Self-Storage, Mobile Home Parks, Car Washes, and various forms of real estate de...
David Kitchen - Detaching From Outcomes, Competing In Anything, And Flexibility For High Performance
June 20, 2023 10:00 - 45 minutes - 31.6 MBDavid Kitchen, Founder & President of Edge Leadership Academy, is an alum of Susquehanna University with years of coaching and leading experience in sports and business. He has worked for the last decade in strength and conditioning at Division I, II, and III schools. His master's degree is in Sport Psychology and he is currently working towards his PhD in Developmental Psychology. Tune in now as David encourages listeners to understand that emotions are information not instructions and sug...
Daniel Sheeks - Achieve Financial Independence Through Commercial Real Estate
May 29, 2023 10:00 - 40 minutes - 28 MBDaniel Sheeks is the owner and founder of SheeksFreaks LLC, an online community dedicated to helping young people live their best lives by making smart money decisions. He has been a high school business teacher in Denver, Colorado, for eighteen years, and he's passionate about teaching teenagers personal finance, passive income, real estate investing, and early financial freedom strategies. Dan and his wife own fifteen units and have enjoyed success with multifamily, short-term rentals, and...
Flint Jamison - Taking Action And Invest Passively In Real Estate
May 23, 2023 10:00 - 36 minutes - 24.9 MBFlint Jamison is the Founder of Vestus Capital, with a notable 20-year background in aerospace as an engineer and program manager, Flint's career highlights include his renowned design contributions to the wing structure of the Boeing 787. In his final role, he successfully oversaw a $120 million program focused on aircraft modifications for military purposes. Flint established Vestus Capital, aiming to educate fellow engineering leaders on the methods to expand and safeguard their wealth ...
Anthony Vicino - Navigating The Challenges Of Investing In A Changing Market
May 02, 2023 10:00 - 41 minutes - 28.5 MBAnthony Vicino is a renowned writer, real estate investor, and successful entrepreneur whose mission is to help people make the most out of their lives. He is the joint founder of Invictus Capital, which offers busy professionals the chance to make better investments. Anthony emphasizes the power of making changes and focusing on one’s strengths to achieve success. Tune in now as Anthony highlights the power of determination and perseverance toward achieving success! [00:01 - 03:45] Openi...
Darryl Callum - Building Credit And Creating Passive Income For Financial Freedom
April 25, 2023 10:00 - 33 minutes - 22.9 MBDarryl Callum is a leader in the growing financial literacy community. With over 5 years of experience in helping individuals with their personal finances, he has grown into a staple in the business credit and funding space as well. He’s on a mission to empower his community on growing more successful businesses and making passive streams of investments. The ultimate goal is to help build generational wealth for families who may not have come from a wealthy upbringing. Which led him to creat...
Sue Hough - Overcoming Fear And Taking Risks In Real Estate
April 18, 2023 10:00 - 37 minutes - 25.6 MBA creative commercial builder with more than two decades of experience, Sue Hough can help you build your bliss. She uncovers, develops & builds inspiring spaces to live and work in that honor the creative soul and bring joy to her clients. She is a voice of experience leaning into the joy of making development dreams come true. Sue’s entrepreneurial experience and mature sensibility position her to deliver turnkey construction projects where bliss comes to life. Tune in now to hear more ab...
Clive Davis - The Importance Of Networking And Relationship Building In Real Estate
April 11, 2023 10:00 - 39 minutes - 27 MBAfter graduating from Columbia Law School, Clive’s corporate career took him from a Wall Street law firm where he began as a transactional lawyer to various in-house legal and compliance roles in the pharmaceutical industry, including nine years serving as a Chief Compliance Officer. Throughout his twenty-year career, he remained actively invested in real estate with a small portfolio of holdings. In answering this self-posed question, Clive decided 2017 was the time and walked away from co...
Ahmed Seirafi - Maximizing Returns With A Mindset Of Building Better
April 04, 2023 10:00 - 40 minutes - 28 MBAhmed Seirafi is the founder of Andalusia Development Company, and oversees all aspects of the acquisition, disposition, and development processes for Andalusia Development Company. He has led all facets of the business, spanning more than $100,000,000 in commercial assets, primarily in multifamily and retail. Ahmed has led Andalusia Development Company in the execution of several development opportunities in its first few years of existence and has been instrumental in growing the developm...
Justin Smith - Managing Risk In An Unpredictable Market
March 28, 2023 10:00 - 31 minutes - 22 MBJustin Smith has completed over $250 million in Multifamily Construction & Development projects. He has held multiple roles in business development, client relations, and real estate sales. He is passionate about the Multifamily Architecture/Engineering/Construction industry. He is skilled in Constructability, Business Development, Acquisitions, Real Estate Development, and Property & Asset Management. He is proficient at acquisitions and underwriting in the commercial housing space. Tune i...
Tony Torres - Having An Intentional Impact In The World Using Real Estate
March 21, 2023 10:00 - 38 minutes - 26.5 MBHighly energetic and accomplished thought partner in the real estate analysis, acquisition, and project management space. Possess extensive experience in underwriting for returns, program/project management, evaluation, and execution across multiple industries and equipped with a record of success in building relationships and implementing innovative programs that support the strategic direction of the organization. An effective leader with a proven ability to supervise and lead high-perform...
Grant Baldwin - Generate More Revenue and Build Trust with Investors Through Speaking
March 14, 2023 10:00 - 44 minutes - 30.9 MBIn this episode, we welcome Grant Baldwin, Grant is the founder of The Speaker Lab. Back in 2008, he was a broke youth pastor who didn’t really know what he wanted to do in life. Through a few twists and turns, he decided to start a speaking business. He worked hard to build his business and get paid to speak, all while trying to figure things out on his own because there weren’t a ton of great resources out there. Despite starting his speaking career during a financial crisis in 2008, He h...
Josh Payne - Awareness and Reprogramming Helps Achieve Financial Success
March 07, 2023 11:00 - 43 minutes - 29.6 MBIn this episode, we welcome, Josh Payne, Josh has been busy helping people get on track to their goals and dreams since 2009. Throughout his career, he has worked with families and entrepreneurs from all walks of life throughout the United States. He started my career in the financial industry, at the age of 31, after receiving coaching and advice from his financial professional. It took until that age for us to finally sit down with someone to set up our financial game plan for a successfu...
Jason Lee - Breaking the Rules and Achieving Financial Freedom
February 28, 2023 11:00 - 30 minutes - 20.8 MBJason Lee is a highly recognized real estate broker in the multifamily real estate industry. He has worked with several eight to ten-figure real estate investors in San Diego County, helping them acquire, sell, and 1031 exchange in order to improve their portfolio. He is well respected by his investors and he is currently one of the top-producing commercial real estate agents in San Diego County. His transactions & insights have been shared in the San Diego Business Journal and Costar. Jas...
Jeff Greenberg - Finding The Right Multi-Family Investment Opportunities
February 21, 2023 11:00 - 36 minutes - 25.4 MBJeff Greenberg is the CEO and Managing Member of Synergetic Investment Group, LLC (SIG). For over 12 years he has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value add the implementation, and dispositions. Through SIG Wealth Fund, a diversified and customizable Equity Fund, SIG provides the opportunity for high-net-worth individuals to passively invest in Commercial Real Estate with best-in-class Commercial Deal Syndicators...
Monika Jazyk - Avoiding Million Dollar Mistakes And Finding Success
February 17, 2023 11:00 - 34 minutes - 23.8 MBMonika Jazyk, is a wife and proud mother of four wonderful, yet expensive, children. After the completion of her Masters in Teaching and the birth of her eldest son, Monika chose to stay home with her growing family, sacrificing her income of a full-time wage. To create monthly income to be able to fund immediate and future expenses for her children, Monika and her husband Vaughan chose Real Estate as an investment vehicle to build passive income and long-term wealth. They have created a suc...
Rama Krishna Chunchu - How To Stress Test Your Underwriting Assumptions
February 04, 2023 11:00 - 38 minutes - 26.4 MBRama is the Founder of USHA Investment Group LLC. Rama Krishna Chunchu has a B.E in Mechanical Engineering from Osmania University, India, and corporate background in I.T. Investing in Real Estate since 2015 in North Carolina, FL, and MD. Equity partner in 750+ units’ multifamily assets, in FL, MD, and NC markets. GP in 64 units. Rama found his passion for multifamily apartments. He started his podcast and virtual conference with the goal of educating passive and active multifamily investor...
Tim Little - The Crawl, Walk, And Run Approach In Real Estate
January 27, 2023 11:00 - 33 minutes - 22.7 MBFounder and Managing Partner Tim Little has been investing in Real Estate since 2008. After seeing years of cash flow through his single-family and small multifamily ventures, he decided to move into apartment syndication to both scale up his own profits and provide great returns to others. Tim holds an MBA focused on International Business and an MA in Global Trade from the University of Denver. He is also a combat veteran with over 25 years in uniform who continues his service in the Arm...
Sarry Ibrahim - Thinking Like A Bank And Leverage Your Life Insurance
January 24, 2023 11:00 - 42 minutes - 29.4 MBSarry Ibrahim is a financial specialist, private money lender, real estate investor and member of the Bank On Yourself Organization. He helps business owners, real estate investors, and full-time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring,...
Brett Swarts - How To Achieve Your Goals With Deferred Sales Trust
January 11, 2023 11:00 - 44 minutes - 30.5 MBBrett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA. His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can c...
Kaaren Hall - Investing On Syndications Through Self-Directed IRA Investments
December 13, 2022 11:00 - 42 minutes - 29.4 MBKaaren Hall is the CEO uDirect IRA Services, LLC and OCREIA. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through...
William Exeter - Defer Taxes By Utilizing The 1031 Exchange
December 06, 2022 11:00 - 33 minutes - 23.1 MBWilliam “Bill” L. Exeter serves as Chief Executive Officer, Chief Trust Officer, Chief Financial Officer, and Treasurer for various companies within The Exeter Group of Companies, including The Exeter Group, LLC and Exeter 1031 Exchange Services, LLC headquartered in San Diego, California, Exeter Trust Company and Exeter Asset Services Corporation headquartered in Cheyenne, Wyoming, and their affiliate companies. He is one of the founders of The Exeter Group of Companies and has been with th...
Israel Linares - The Stabilization of The Suburban Market Is A Driver Of Inventory Growth
November 29, 2022 11:00 - 41 minutes - 28.5 MBIsrael Linaresis CoStar’s Senior Market Analyst covering the Austin commercial real estate market. He is a data analyst by trade and has spent his career in research and data analytics. He’s passionate about using raw information to uncover truths, draw insights, and communicate sometimes complex stories in easily consumable ways. After earning his degree in finance from Boston University, he held a research position at SIX Group, a global financial data provider, where he helped customers ...
Israel Linares - The Stabilization of The Suburban Market Is A Driver Of Inventory Growth
November 29, 2022 11:00 - 41 minutes - 28.5 MBIsrael Linaresis CoStar’s Senior Market Analyst covering the Austin commercial real estate market. He is a data analyst by trade and has spent his career in research and data analytics. He’s passionate about using raw information to uncover truths, draw insights, and communicate sometimes complex stories in easily consumable ways. After earning his degree in finance from Boston University, he held a research position at SIX Group, a global financial data provider, where he helped customers ...
Ben Raygor - How To Minimize Your Tax Liabilities As A Real Estate Investor
November 21, 2022 17:00 - 37 minutes - 26 MBBen Raygor is the owner of Raygor Tax LLC, a tax firm that works exclusively with real estate investors all over the United States. He is a CPA who owns rental real estate and helps his clients reduce their tax burden using appropriate strategies for their situations. Ben lives in Minnesota, with his wife and 4 children, and enjoys walks, games, church, and spicy food. [00:00 - 02:10] Opening Segment Introducing Ben to the show! Ben talks about his tax firm, “Raygor Tax LLC” [02:11- 19...
Nick Aiola - Protect Your Money From Inflation Through Real Estate Investing
November 11, 2022 11:00 - 35 minutes - 24.6 MBNick Aiola is a CPA and real estate investor. He is the owner and CEO of Aiola CPA, PLLC, a 100% virtual CPA firm specializing in tax planning and preparation for real estate investors (www.aiolacpa.com). His real estate investing strategies include buy and hold (both long-term and short-term rentals), flip, and passively investing in syndications. He is the co-founder of Home of the Brave Foundation, Inc., a charitable organization helping veterans and current service members find housing. ...
Nima Rezaei - Save On Taxes By Utilizing Tax Strategies
November 01, 2022 10:00 - 32 minutes - 22.6 MBAfter coming to America from abroad, Nima Rezaei started elementary school and quickly adopted the American culture. Although he came from a long line of engineers, he knew that was not his calling. He flirted with law school and even prepped for the LSAT. However, during his undergrad as a business major, he was forced to take accounting courses and quickly fell in love. The logic behind the debits and credits, coupled with a supportive teacher, inspired him to become a CPA. He completed th...
Jon Siegel - Setting Realistic Expectations During The Investment Process
October 27, 2022 10:00 - 40 minutes - 27.9 MBJon Siegel is Co-Founder and Chief Investment Officer of RailField Partners, an investment and asset management firm focused on multifamily real estate. At RailField, he has primary responsibility for acquisitions, dispositions, and financing. Prior to forming RailField, Jon was a founding partner of J.S. Watkins Partners, an advisory firm that has advised clients on over $25 billion of multifamily transactions. Clients included large financial institutions and other prominent industry playe...
Kevin Bupp - Commercial Real Estate Can Help You Build Wealth And Preserve It
October 10, 2022 18:00 - 40 minutes - 27.5 MBKevin Bupp is a Florida-based Real Estate Investor, Top iTunes podcast host, and bestselling author with over $250 million of real estate transactions. His extensive investment experience spans the gamut of apartment buildings, single-family portfolios, medical offices, self-storage, assisted living, and his three favorites and by far the most profitable, Mobile Home Parks, Parking Lots, and Build-To-Rent Communities. He speaks about his journey as a commercial real estate investor and how h...
Commercial Real Estate Can Help You Build Wealth And Preserve It with Kevin Bupp
October 10, 2022 18:00 - 40 minutes - 27.5 MBKevin Bupp is a Florida-based Real Estate Investor, Top iTunes podcast host, and bestselling author with over $250 million of real estate transactions. His extensive investment experience spans the gamut of apartment buildings, single-family portfolios, medical offices, self-storage, assisted living, and his three favorites and by far the most profitable, Mobile Home Parks, Parking Lots, and Build-To-Rent Communities. He speaks about his journey as a commercial real estate investor and how h...
Brian Bradley - Balance Out The System Through Asset Protection
September 27, 2022 10:00 - 38 minutes - 26.5 MBBrian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, Entrepreneurs, real estate investors, and ultra-high net worth families. Collectively they are protecting over 5 billion worth of assets. Brian’s goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. In this episode, Brian d...
Jerome Maldonado - The Importance of Partnerships For Growth In The Real Estate Industry
September 20, 2022 10:00 - 33 minutes - 22.8 MBJerome Maldonado is a highly successful real estate investor, business owner, coach, and speaker. Inspired by his parents’ dedicated work ethic, Jerome has always had a hunger for success and a willingness to do whatever it took to make his vision for his life a reality. Understanding the simple concepts and benefits of leasing real estate, he purchased multi-use retail and commercial property to house his business. In this episode, Jerome speaks about how network marketing and sales led him...
Ryan Carriere, CPA - Lower Your Taxable Income With Roth IRA
September 13, 2022 10:00 - 41 minutes - 28.8 MBRyan Carriere is a CPA who specializes in tax strategies for real estate investors. Not only he loves to bring a smile to his clients when they see a clear path forward to reducing their taxes with various strategies but is also a fellow investor himself. He owns all his properties with other partners in long-term rentals, Airbnb, and multifamily syndication investments. Seeing the lack of financial education growing up makes him passionate about financial independence and financial educatio...
Kirk Chisholm - Identifying And Mitigating Risks With Your Investments
September 06, 2022 10:00 - 45 minutes - 31.3 MBKirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are as co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. In this episode, he explains that risk management involves identifying all of the risks involved with a particular situation, mitigating as many as poss...
Scott Royal Smith - How To Achieve Financial Independence and Live a Rich Life
August 30, 2022 10:00 - 46 minutes - 32.2 MBScott Royal Smith is a Real Estate Investor and Asset Protection Attorney. While still in law school, Scott became an entrepreneur -purchasing and running an auto mechanic shop to pay his way through school. He spent the last 10 years of his career analyzing Real Estate Investment and Asset Protection. This present day, Scott is the founder and CEO of Royal Legal Solutions; a firm he built to offer tax, business, and legal strategies to clients all over the U.S and Canada. He continues to ...
David Spellman - Building Wealth Through Financial Literacy
August 23, 2022 10:00 - 45 minutes - 31.4 MBDavid Spellman is the RIA and Director for Money Concepts Capital Corp. He has a committed and benevolent interest in others and has all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. As a fiduciary, he is responsible for the advice he gives both professionally and personally. He says his goal is to help every person he meets with save taxes, protect assets, and build wealth. He says that before you can really ach...
Keith Blackborg - Focus On Your Business To Achieve Financial Independence
August 16, 2022 10:00 - 39 minutes - 27.2 MBKeith served as the director of acquisitions for a hedge fund that transacted the largest private sale of homes in US history. Around the same time, he started his own CPA firm and developed a following serving high net worth real estate investors. He mastered complex tax strategies, allowing clients to legally save ~5-10% of their net worth in taxes each year. His personal investing experience, deep tax knowledge, wide network, and breadth of industry expertise allowed him to mentor clients...
Brandon Burns - Making Money From Real Estate With 1031 Exchange
August 09, 2022 10:00 - 43 minutes - 30.2 MBMr. Burns is in a senior leadership role for a 1031 Qualified Intermediary - Investors 1031 Exchange. He is an experienced commercial real estate executive who has served on the investment committees of several real estate development firms throughout his career. Currently very focused on growing the 1031 exchange business, he can offer unique insights to clients and strategic partners as he has been involved in over one billion dollars of real estate development and acquisitions across 64 r...
M.C. Laubscher - Capitalize On Isometric Opportunities
July 26, 2022 10:00 - 44 minutes - 30.3 MBAfter realizing that the could become his own bank and start building wealth. M.C. Laubscher, is an Entrepreneur and Investor, he is also the founder of Cashflow Ninja and the creator and host of the top-rated business and investing podcasts, Cashflow Ninja & Cashflow Investing Secrets. The importance of starting small with solid fundamentals, followed by continuous growth and ultimate success. He recommends that those interested in learning more about this topic visit his website, https://a...
Tony Watson - Diversification is Key To Protecting Your Wealth In Real Estate
July 05, 2022 10:00 - 49 minutes - 34 MBIf you’re one of those individuals that’s trying to figure out how to unlock the magic entity structure of a business entity and how it involves your business and your taxes. Tony Watson, an active real estate investor and entrepreneur with over a decade and a half of experience. Tony along his team at Robert Hall & Associates, actively look for the newest and most up-to-date strategies to implement on client tax filings. Tony talks about the importance of engaging in services under circular...
Brian Eastman - How to Make the Most of Your 401k
June 28, 2022 10:00 - 43 minutes - 29.7 MBBrian Eastman, a financial advisor who specializes in self-directed retirement plans has transitioned from working in corporate America to starting his own real estate business. He discusses the risks and challenges when starting his business and how he was able to overcome them by taking calculated risks and focusing on the right opportunities. They also discuss the importance of retirement planning and how to make the most of your 401k. Brian stresses the importance of diversifying one's i...