Thinking Like a Bank  artwork

Thinking Like a Bank

123 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 41 ratings

Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.
Learn more at https://finassetprotection.com/

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Episodes

Episode 118: Understanding Business Loans with Joe Camberato

February 07, 2024 00:31 - 21 minutes - 19.5 MB

Joe Camberato is the CEO and founder of National Business Capital – the leading FinTech marketplace, helping entrepreneurs access competitive financing fast through an easy-to-use online platform and an experienced team. Joe knows entrepreneurs because he is an entrepreneur. With a strong vision, determination, and passionate leadership, Joe grew his firm from a small operation in his spare bedroom to one of the top workplaces on Long Island – all without one dollar of private equity. 🔥 Thi...

Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP®

December 28, 2023 17:34 - 27 minutes - 25.6 MB

Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk.  Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself can help increase and improve your path to financial freedom. 🔥 This episode talks about: ☑️...

Episode 116: Improve Your Business, Apply these Accounting Principles with Michael Scicluna

December 22, 2023 02:55 - 17 minutes - 16.2 MB

Michael Scicluna is a seasoned financial executive and partner, CFO at High Country Finance. With extensive experience as a CFO in multiple organizations, Mike specializes in cash flow forecasting, accounting analysis, and providing high-level advice to startups and growing businesses. His expertise spans 25 industries, making him a trusted resource for strategic financial guidance. 🔥 This episode talks about: ☑️ What is a CFO? ☑️ The common misconceptions about the role of a CFO ☑️ The...

Episode 115: Why Small Businesses Need to Protect their Intellectual Property? With Attorney Devin Miller

December 07, 2023 14:54 - 19 minutes - 18.1 MB

Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups. Devin enjoys every minute of helping startups and small businesses. 🔥 This episode talks about: ☑️ Devin's background as an attorney  ☑️ How to become an intellectual property (IP) attorney?  ☑️ Who needs an IP attorney?...

Episode 114: An Alternative to a 1031 Exchange with Frank Hanna Jr. ChFC®

November 29, 2023 23:50 - 22 minutes - 20.1 MB

Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the restaurant hospitality industry, operating several of his family's restaurants and bars in Delaware and Maryland. In 2007, he launched a financial consulting firm within his family business providing gu...

Episode 113: How to Find a Key Principal for Your Real Estate Deals with George Roberts

November 09, 2023 15:46 - 15 minutes - 13.9 MB

George Roberts before devoting himself to commercial real estate full-time, worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to the dashing world of entrepreneurship. George repurposed his analytical firepower to make housing, economics, macroeconomics, and finance fun and exciting as a data scientist of real estate on his Yo...

Episode 112: The Bridge Between Agriculture and CRE with Casey Silveria

October 26, 2023 21:18 - 27 minutes - 24.9 MB

Casey Silveria is a driven agriculture advocate. Growing up on a farm, he experienced rural America's opportunities and challenges. These uncertainties led him to a successful finance career at North America's largest French Fry producer. While there, Casey began his journey into farm-friendly real estate partnerships. Today, he combines these experiences to help farmers achieve their financial goals. One way he does this is by offering vetted off farm investment opportunities. Historically...

Episode 111: Will Real Estate Values Drop Soon? With Greg Dickerson

October 06, 2023 13:32 - 20 minutes - 18.7 MB

Greg Dickerson is a serial entrepreneur, real estate developer and mentor to high level investors and entrepreneurs. Starting from nothing he has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started, scaled and exited more than a dozen companies. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers aroun...

Episode 110: What to do When Buying or Selling a Business? With John Martinka

September 29, 2023 13:04 - 20 minutes - 19.2 MB

John Martinka is known for helping executives escape the corporate world by buying the right business the right way. Creating large exits for small businesses so the owner can exit their business with style, grace, and more money and accelerating businesses so they can escape their plateau, often growth by acquisition; dramatically increasing the value of the company. His books are the roadmap to help clients get the results they want, with Martinka Consulting’s guidance. 🔥This episode ta...

Episode 109: How to Earn an Additional Source of Income Using Turo with Aubrey Janik

September 23, 2023 23:18 - 16 minutes - 15.2 MB

Aubrey Janik is a content creator and car-sharing expert with over 300,000 subscribers on social media and a 25-car-sharing fleet.  Through social media and her course, the Car Sharing Masterclass, Aubrey has taught thousands of students how to increase their income by scaling a car-sharing fleet. 🔥 This episode talks about: ☑️ Aubrey's background in the automotive industry ☑️ How did Aubrey learn about Turo and what convinced her to use the platform?  ☑️ How to list a car on Turo and g...

Episode 108: The Power of Generosity with Bob DePasquale

September 13, 2023 22:31 - 31 minutes - 28.9 MB

Bob DePasquale has dedicated his life to teaching others about the virtues and health benefits of generosity, promoting the giving mindset, and making the world a better place. The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in 17 states. When Bob was given a cancer diagnosis and experienced the tragic events of 9/11 in New York City, he thought not only his life over but everyone else’s too. He went from feeling like an ...

Episode 107: How to Test Your Business and Market with Scott Peckford

September 01, 2023 14:27 - 28 minutes - 25.6 MB

Scott Peckford is the Founder/Host of the I Love Mortgage Brokering Podcast and ILMB Network, CEO/Founder of BRX Mortgage Inc. As a performance-driven visionary and Canadian podcasting pioneer in the mortgage industry, Scott is passionate about supporting agent success. Since launching in July 2014, the ILMB podcast has taken the mortgage industry by storm, with more than 1 million downloads and celebrating the 500th episode airing July 2023. With over 17 years of experience as a Mortgage...

Episode 106: The Future of Banking with Emmanuel Daniel

August 10, 2023 16:03 - 32 minutes - 29.5 MB

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022.  Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities.  His next book, “The Great Transition – the personalization of finance is here,” is slated for Sept...

Episode 105: What is Premium Financing? With Mark Willis, CFP®

August 03, 2023 16:51 - 28 minutes - 26 MB

Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing. Premium financing is a complex subject that requires careful consideration and research. Check out this episode with Certified Financial Planner, Mark Willis of Lake Growth Financial Services, to learn more about premium financing and how it works. 🔥 This episode talks about: ☑️ ​What is premium...

Episode 104: Medical Office Investing with Trisha Talbot

July 28, 2023 16:01 - 25 minutes - 23.1 MB

Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class.  Her track record in investment sales, landlord representation, corporate representation and tenant representation offers clients trusted experience with comprehensive strategies with pricing, market fluctuations and problem solving solutions that result in successfully close transactions. Aligning the real estate investment requirements of property owners and physician inves...

Episode 103: How to Find Your Mission in Life with John Neral

July 21, 2023 15:17 - 17 minutes - 16.1 MB

John Neral is a certified professional coach who helps mid career professionals prepare, position, and promote who they are and what they do so they can show up to find a job they love or love the job they have. John's professional walk included a 25 year career in education and a long standing corporate consultant for a Fortune 500 Giant, Cassio America Inc.  John is the author of Show Up, which explains six strategies to lead a more energetic and impactful career, and Your Mid Career GPS,...

Episode 102: A Better Approach to Financial Planning with John Ensley

July 17, 2023 00:22 - 27 minutes - 25.1 MB

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John believes ordinary financial planning is failing too many Americans. After losing almost everything during the Great Recession, John became obsessed with finding safe, predictable ways to save and create wealth, protected from the chaos and corruption of the conventional financial system.  Founded in 2012, John is president of J-Ensley Financial, ...

Episode 101: Big Picture Branding with Grace Lee

July 06, 2023 14:44 - 20 minutes - 18.9 MB

Grace Lee is a  social media agency owner, strategist, content creator, and podcaster based in New York City. She started in the social media space as a personal style blogger in 2010 and shifted to working in social media in a corporate setting after college. In 2020, Grace started Gracefullee Made social media agency where they focus on storytelling through content creation, organic social growth, and brand strategy on various platforms.   Her passion lies in helping brands find their vo...

Episode 100: Becoming Your Own Banker, Book Review

June 13, 2023 15:43 - 17 minutes - 15.6 MB

​It's officially episode 100!!! Thanks for listening this far. We hope you're getting a lot of value out of this podcast. Please let me know if you'd like me to do an episode about a specific topic you are interested in. Also, if you'd like to share your story and expertise on our podcast, please send me an email at [email protected] to learn more about becoming a guest on our podcast. I've been spending the last two weeks trying to think of a topic to talk about on the solo ep...

Episode 99: Become the Bank, Learn to Invest in Notes with David Putz

May 25, 2023 22:04 - 22 minutes - 20.7 MB

David Putz, the CEO of JKP Holdings LLC. In 2010, Dave Putz decided he was tired of dealing with the headaches of being a landlord. He had been involved in property rehabs and rentals since 2005, and five years later, chasing people down for rent, dealing with maintenance issues, and coughing up cash to cover expenses when properties were vacant just didn’t seem worth the return. Dave began his experience of looking for more passive income with distressed notes by working at a private equi...

Episode 98 - What is Happening in the Banking Industry? With Mark Willis, CFP®

May 11, 2023 00:25 - 26 minutes - 23.9 MB

Today, Mark Willis of Lake Growth Financial Services and ​Sarry talked about what is happening in the banking world, specifically why banks are in danger. As we record this episode in mid-2023, we'll also discuss what depositors and customers need to know to protect themselves in these uncertain times. 🔥 This episode talks about:  ☑️  ​What are the current challenges in the US banking sector? ☑️  The difference between how banks store money vs. insurance companies. ☑️  Advantages of life...

Episode 97: Understanding Real Estate and Taxes with Brandon Hall, CPA

April 30, 2023 09:41 - 34 minutes - 42.5 MB

Brandon Hall is a certified public accountant, national speaker, and is the founder and managing partner of Hall CPA PLLC. Brandon works with real estate investors, syndicates and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm. Through the knowledge ...

Episode 96: How to Get Venture Capital Funding with Steve Hoffman

April 12, 2023 07:24 - 26 minutes - 24.2 MB

​Steve Hoffman is the CEO of Founders Space, one of the world’s leading startup accelerators. He’s also a venture investor, serial entrepreneur, and author of several award-winning books: These include, Make Elephants Fly”, “Surviving a Startup”  and "The Five Forces”. Founders Space is a global innovation hub for entrepreneurs, corporations, and investors, with over 50 partners in 22 countries. Forbes and Entrepreneur Magazines ranked Founders Space as the #1 incubator for overseas startup...

Episode 95: Why is Self-Storage Investing Recession Resistant? With Scott Meyers

March 24, 2023 22:38 - 13 minutes - 12.2 MB

Scott Meyers and his affiliated companies own and operate more than 2.4 million square feet across over 14,000 units of self-storage facilities. His education company, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business “free from tenants, toilets, and trash!” 🔥 This episode talks about: ☑️ ​Scott's introduction to real estate ☑️ Why he transitioned from multifamily to self-storage? ☑️ The benefits of investi...

Episode 94: Achieving Quantum Leaps in Your Business with Emily Thomas

March 16, 2023 22:26 - 20 minutes - 19.2 MB

Emily K Thomas is an energetic advisor and founder of Anchor & Lead. In her work, she teaches a whole new business paradigm that utilizes energetic intelligence™️ (both science and soul) to advise high-performance professionals & creative entrepreneurs to lead with conviction and scale with complete confidence. Her signature program, The Embodied Leadership Experience guides leaders in harnessing the power of their unique energetic framework to mitigate risk and achieve their financial inte...

Episode 93: How to Master Passive Income with Dustin Heiner

March 10, 2023 01:16 - 24 minutes - 22.7 MB

Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed. He is a real estate investor who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, YouTube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life. 🔥 This episode talks about: ☑️ Dustin's journey fro...

Episode 92: How To Access Your Home Equity WITHOUT a Loan with Matthew Sullivan

March 03, 2023 00:21 - 27 minutes - 24.9 MB

Matthew Sullivan is the founder and CEO of QuantumRE, the real estate marketplace that makes home equity accessible, investible, and tradeable. He is also the President and Founder of Crowdventure.com, a real estate crowdfunding company, and manager of two real estate funds. With a background in finance and technology, he worked with Richard Branson's corporate finance team on a number of Virgin companies such as Virgin Executive Jets and was appointed as director and trustee of Virgin's Lo...

Episode 91: How to Build Wealth Like the 1% with Abel Pacheco

February 22, 2023 14:42 - 24 minutes - 22 MB

Abel Pacheco is a real estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing renovations, raising private capital, and management of multi-family investment properties. Abel and his wife have invested, owned, and operated income-producing properties since 2008. Abel is a Gen...

Episode 90: How to Pay Less W2 Taxes with Billy Keels

February 14, 2023 00:06 - 32 minutes - 30 MB

Billy Keels is a strategic advisor at First Generation Capital Partners and the host of the Going Long podcast. Billy helps high-wage earners escape the corporate rat race by discovering passive income opportunities so they can stop trading time for money. Although Billy is not a tax professional, the investment strategies he shares can help high-wage W2 earners reduce some of their income taxes. 🔥 This episode talks about: ☑️​​Billy’s background as a top providing sales executive and how...

Episode 89: How to Start Making Money Today in Commercial Real Estate with Terry Hale

February 02, 2023 23:58 - 28 minutes - 25.8 MB

Terry Hale is an author of educational curriculums, numerous trade and business magazine articles, and has presented live seminars to over 200,000 attendees across the nation for educational advisory services. He has been featured on CBS Radio, CNBC, and several syndicated radio broadcast networks as the leading authority in commercial real estate investing. Terry has over 20 years of real estate-related marketing, training, and teaching experience. Terry has been on several boards of dire...

Episode 88: Reaching Your Ultimate Goals with Tony Martignetti

January 26, 2023 22:28 - 19 minutes - 18 MB

Tony Martignetti is a trusted advisor, coach, experience creator, author, podcast host, and speaker. He brings together over 25 years of business and management experience, formal training, and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and unlock their true potential. Before becoming the founder and chief inspiration officer of Inspired Purpose Coaching, he was a finance and strategy executive with experience working with some of the world...

Episode 87: How to Get Over the Fear of Investing in Real Estate? With John Casmon

January 19, 2023 00:36 - 29 minutes - 27 MB

John Casmon is an entrepreneur and real estate investor who has helped busy professionals invest over $100 million in multifamily housing. John also consults active multi-family investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Mot...

Episode 86: Mitigate Risk by Investing in Larger Deals with Jason Yarusi

January 11, 2023 00:29 - 21 minutes - 19.9 MB

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $180M in real estate across 1900 Multifamily Units since 2017.  He is an avid ultra runner and workout enthusiast. He is the host of The Multifamily Live Podcast and 7 Figure Multifamily Mastermind Jason wakes up daily at 4:32 AM and most importantly, he's a father of three amazing kids. This episode talks about: ✅Jason shares his experience with multifamily as an asset class ✅The mindset shift that led...

Episode 85: Why Investors Seek Negative K-1 Distributions with Mustafa Ladha

January 03, 2023 21:58 - 34 minutes - 31.8 MB

Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-digit returns and accomplishes this through various means. Mustafa streamlines the investment p...

Episode 84: A More Lucrative Approach to Real Estate Investing with Nolan Sanburn

December 22, 2022 15:58 - 29 minutes - 26.5 MB

Nolan Sanburn is a commercial real estate syndicator and Infinite Banking Practitioner. Nolan has a deep understanding of using real estate and cash value whole life insurance to enhance returns and mitigate taxes. This episode talks about: ​Nolan’s introduction to commercial real estate investing and Infinite Banking How does the Infinite Banking Concept work? Tax advantages of Infinite Banking How to use cash value whole life insurance to leverage other investments, such as real estat...

Episode 83: What is Venture Capital? With Grace Gong

December 09, 2022 01:26 - 12 minutes - 11.2 MB

Grace Gong is the founder of Smart Venture Media and the host of Smart Venture Podcasts, a Top 10 VC podcast. Her podcast guests include many C-level executives of well-known companies, as well as investors and unicorn founders such as; the founders of Craigslist, Square, FTX, Opensea, and others. Grace is on the list of LinkedIn Top Voices in Finance 2022, a speaker at NFT NYC, and a number one bestselling author on the topic of venture capital. Prior to being a founder, grace worked in ve...

Episode 82: The Shred Method with Adam Carroll

December 02, 2022 22:30 - 27 minutes - 24.8 MB

​Adam Carroll is a two-time TEDx speaker with over 6 million views on his talk from the London Business School. He's a four-time author and the founder of the Shred Method, a system that creates freedom for people by teaching them how to create income efficiency, blast away debt, and build real wealth in record time. This episode talks about: What is The Shred Method™ and how this strategy can help you get out of debt? Using a HELOC (Home Equity Line of Credit) within the Shred Method. ​...

Episode 81: The Power of Perceiving Your Goals with Heather Lee Chapman

November 25, 2022 23:28 - 31 minutes - 28.4 MB

Heather Lee Chapman is a holistic self-mastery and business coach, and the owner and creative director of Own It Empire. She assists those who want to become the best versions of themselves and live their best lives through holistic, high-performance, and business coaching with her online programs and one-on-one VIP coaching. Heather has always been an entrepreneur and has over 16 years of experience studying human potential and performance and a decade of coaching individuals and assisting...

Episode 80: What is Private Placement Life Insurance with Daniel Koller

November 17, 2022 15:00 - 34 minutes - 31.6 MB

​Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions. Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does private placement life insurance work? This episode talks about: ​Daniel's background in internati...

Episode 79: How To Invest in Privately Held Businesses with Michael Johnson

November 11, 2022 21:15 - 33 minutes - 30.5 MB

Michael Johnson is an Author, Master NLP Practitioner, and a Business Mentor, and Investor. He works with businesses to help them attain the necessary solutions to save them money, improve their revenue, and create a more meaningful impact for their team, their customers, and themselves. With over 30 years of teaching, coaching, and mentoring experience, Michael brings a unique and effective approach to taking businesses to the next level using the power of business choreography. This epis...

Episode 78: Train Yourself to Take More Risks with Junie Moon

November 03, 2022 21:18 - 23 minutes - 21.1 MB

Junie Moon is a transformational coach, helping people lower the volume of their inner critic so they can create powerful, successful lives. She's been on News 12 New Jersey, Blog Talk Radio Authority Magazine, Thrive Global, and in the Newark International with her film Shed The Shame that She produced and starred in. She's also an international bestselling author of Loving the Whole Package: Shed the Shame and Live Life Out Loud. She is an International Award-winning speaker and host of t...

Episode 77: Inside Secrets to Angel Investing with Karen Rands

October 29, 2022 00:53 - 40 minutes - 37.3 MB

Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur.  She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing.  Karen is the Leader and Advocate for the Compassionate Capitalist Movement.  She believes entrepreneurism is the greatest source for wealth creation.  “You don't have to be a successful entrepreneur to create generational wealth if you can learn how to i...

Episode 76: Rewire the Way You Think About Retirement with Jamie P. Hopkins

October 18, 2022 10:54 - 30 minutes - 27.7 MB

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC...

Episode 75: What is a Bank On Yourself ® Professional? With Mark Willis, CFP ®

October 10, 2022 21:15 - 30 minutes - 27.9 MB

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own sourc...

Episode 74: Digitizing Your Business with Matthew Shields

October 02, 2022 14:09 - 21 minutes - 19.8 MB

Matthew Shields is a self-taught entrepreneur, real estate investor, author, and podcast host. He has a great passion for business which led him to founding Virtus Technology, a digital transformation company, and Virtus Property Group, a multifamily investment company. He also co-founded Significant Lifestyle Communities, his 2nd multifamily investment/property management company. Matt is the host of The Secret Sauce Podcast. This episode talks about: Who is Virtus Technology and how do ...

Episode 73: Launching a Multi-Million Dollar App from Nothing with Guillaume Portalier

September 22, 2022 14:21 - 23 minutes - 21.9 MB

Today we have the Co-Founder and Chief Operating Officer of Waalaxy, Guillaume Portalier. He went from $0 to $6M ARR, from 0 to 10k clients worldwide, and from 4 to 30 people, in less than 3 years. Guillaume is passionate about growth & entrepreneurship. If you're interested in growing your business using LinkedIn, and or starting a tech company, Then you'll get a lot of value out of this episode. This episode talks about: Guillaume’s background in consulting and how this led him to start...

Episode 72: How SBA Loans work with Ray Drew

September 15, 2022 22:38 - 30 minutes - 27.5 MB

Ray Drew has dedicated his entire professional career to helping small business owners navigate through the intricacies of SBA borrowing. His job is to structure a customized loan solution that meets the unique needs of the business and guide the entrepreneur through the process. Ray’s current role is Managing Business Development Officer at Fund-Ex Solutions Group, one of 14 licensed non-bank SBA 7(a) lenders. He is the Host of The Art of SBA Lending Podcast and he just launched a YouTube ...

Episode 71: How to Program Your Mind to Make More Money with Victor Pierantoni

September 09, 2022 07:24 - 39 minutes - 36.2 MB

Victor Pierantoni is a coach, lifelong martial artist, and philosophy enthusiast. His path as a coach was inspired from losing his mother when he was seven years old to cancer. This devastating experience taught him to cherish those he loves while training himself mentally and emotionally to be ready for the inevitable battles that life would throw his way. Victor specializes in helping creative business owners and high performance achievers  accomplish a lifetime of therapy in a day so the...

Episode 70: The Mindful Millionaire with Leisa Peterson

September 01, 2022 21:55 - 22 minutes - 20.9 MB

Leisa Peterson is The Mindful Millionaire Maker. As a coach, author, business growth strategist, and founder of Wealth Clinic, she helps people elevate their financial consciousness by realizing their true value and becoming financially empowered This episode talks about: Leisa's background prior to coaching clients What does it mean to have a “scarcity mindset” and how does this affect your entrepreneurial journey? Key components when it comes to making financial decisions Where should...

Episode 69: Avoid Taxes Using these Vehicles with Carl Fischer

August 23, 2022 21:28 - 34 minutes - 31.4 MB

Carl Fischer graduated from Cornell University and is a third-generation real estate developer. Carl began his investing career in the 1970s  when he was employed as a rocket scientist  at Kennedy Space Center in Florida. Carl is one of the founders and principals in CAMA Self Directed IRA,  LLC (dba CamaPlan) founded in 2004. CamaPlan is a national company located in Ambler, PA.  Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investm...

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