Thinking Like a Bank
123 episodes - English - Latest episode: 3 months ago - ★★★★★ - 41 ratingsEver 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 68 - Passive Income and Tax Favored Growth
August 04, 2022 14:18 - 12 minutes - 11.3 MBThis episode talks about: Recap on the Bank on Yourself Concept and what it is Two parts of a cash value whole life insurance policy Leveraging the cash value in a whole life policy for other investments and businesses. What are small business bonds? Who is SMBX? How are they helping small business owners raise capital and investors with earning passive income? Realizing the arbitrage between leveraging your whole policy and the income from passive investments What is non-direct rec...
Episode 67: Speaking with the Founder of National Financial Educators Council, Vince Shorb
July 27, 2022 15:40 - 29 minutes - 27 MBVince Shorb is one of the country’s leading advocates for promoting financial literacy and a thought leader in teaching and scaling financial education programming. Shorb has led the NFEC in the development of 2,500 financial literacy programs and more than 80 financial literacy assets. He has been featured in publications on USA Today, CNBC, Yahoo Finance, Forbes, CNN Money, MarketWatch, Fox Business, Huffington Post, NASDAQ, and Business Insider. After spending 15 years in financial se...
Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich
July 21, 2022 06:42 - 26 minutes - 24.3 MBJessicaFialkovich is an exit expert, best-selling author, speaker, small business advocate, and award-winning business owner. The founder of Exit Factor, she is also the co-owner of Transworld Business Advisors in Colorado, Dallas, and Las Vegas. Jessica is an entrepreneur at heart and successfully built and sold two startups, along with her husband and business partner, Al. With Transworld, they run the business brokerage firm that does the most M&A transactions annually for small and mediu...
Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha
July 14, 2022 21:38 - 39 minutes - 36.1 MBMustafa Ladha 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 process, providing accredited and non-accredited investors access to real estate investment options via their retirement and non-re...
Episode 64: How To Retain Employees with Marc Beshears
July 07, 2022 21:30 - 35 minutes - 32.8 MBMarc Beshears is the President of Top Wealth Agenda. He has helped his clients grow their wealth to achieve financial security and reach their personal and financial goals and dreams without the risk, worry, or volatility of stocks, real estate, and other investments. Marc has put his clients on track to building more than $50 million of additional wealth they would most likely not have had otherwise, through safe, proven financial strategies. That’s why Marc’s clients think of him as their...
Episode 63: Creative Real Estate Financing with Brian O’Neill
June 30, 2022 14:30 - 30 minutes - 27.7 MBBrian O’Neill is an experienced real estate investor, author, coach, and podcast host. In his real estate business, he specializes in creative finance strategies to purchase properties, offering flexible solutions for both buyers and sellers. Brian uses his 25 years of phone experience to solve sellers' challenges and help them move on. He wrote an eBook on the topic titled, “How to Master The Phone in 90 Days”. Brian spent 25 years in corporate sales, stuck in a job he didn't like, and bei...
Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA
June 15, 2022 12:38 - 21 minutes - 19.8 MBVijay Kailash, a Chartered Financial Analyst and the Founder of Kailash Capital Group, LLC. He's been an entrepreneur since a very young age. His businesses have ranged from selling Mountain Dew out of his locker in eighth grade to investing in real estate at age 23. After achieving LEAN financial independence at age 26, Vijay officially left his stay and steady corporate job in January, 2022 and launched a hedge fund specializing in income-producing strategies for accredited investors. In ...
Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett
June 08, 2022 15:24 - 28 minutes - 25.7 MBShannon Robnett has been in the real estate industry for over 40 years. He has been involved from start to finish on over $250MM in construction projects covering the gamut from multi-family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage. As a developer with over 25 years of personal and hands-on development and construction experience, few in this industry are more dedicated to delivering numerous passive income streams to their...
Episode 60: Local Private Lending with David C Barnett
June 01, 2022 22:49 - 39 minutes - 36.3 MBDavid C Barnett is an author, speaker, advisor, and former business broker. David loves to say that it took him 10 years to un-learn what he was taught in business school. University had trained him to be a middle-manager in big enterprises, he was totally unprepared for the realities of small business. After a career in advertising sales, David started several businesses including a commercial debt brokerage house. Helping to finance small and medium-sized businesses led to the field of...
Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield
May 25, 2022 15:28 - 25 minutes - 23.7 MBDaniel Weisfield is a third-generation mobile home park investor, operating more than 40 manufactured housing communities in 7 states and serving over 10,000 residents. His grandfather immigrated to the U.S., saved money by fixing cars in his backyard, and eventually bought a mobile home park. To build on that legacy, Daniel’s professional mission is to turn the “trailer park” stereotype on its head. He believes manufactured housing is the best way to close our country’s housing gap and cre...
Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut
May 18, 2022 14:43 - 23 minutes - 21.8 MBMoshe Grunhut is a life insurance agent with New York Life. In under two years, he has been able to help hundreds of families and business owners get the financial protection they need. He focuses on getting people the information they need to make the right decisions. Moshe has used LinkedIn to bring in over half of his business, generating consistent inbound leads by utilizing the platform. This episode talks about: How Moshe built his presence on LinkedIn? Why is LinkedIn a great marke...
Episode 57: Core Principles of Business with Anthony Vicino
May 11, 2022 23:27 - 25 minutes - 23.4 MBAnthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their return on life. He is the co-founding partner of Invictus Capital, a multi-family acquisition firm based in Minneapolis, Minnesota with $40 billion in assets under management that provides busy working professionals with the opportunity to invest better. As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Ant...
Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor Loht
May 05, 2022 01:49 - 35 minutes - 33 MBTaylor Loht is on a mission to teach busy professionals how they can invest in real estate without dealing with tenants, toilets, and termites. He highlights and distills the knowledge, experiences, and lessons of expert real estate investors through his podcast The Passive Wealth Strategy Show. His goal is to help his listeners and investors build lives of abundance and escape the Wall Street Casino. He believes that building passive streams of income is the best path to wealth generation,...
Episode 55: Raising Capital by Issuing Small Business Bonds with Ben Stein of SMBX
April 25, 2022 22:37 - 28 minutes - 26 MBBen Stein grew up working with his parent's small business, a summer camp providing adventure expeditions, language immersion, and community service programs for teenagers. Prior to SMBX, he spent multiple years working at Square, helping small businesses, transition to credit cards and software that would grow their businesses. During his time at Square, he helped the organization scale from 250 employees to over 2000. Post Square Ben joined Opendoor, which helps people buy and sell homes ...
Episode 54: Why Having Great Credit Leads to More Business Opportunities with Marco Salinas
March 31, 2022 22:06 - 36 minutes - 34 MBMarco Salinas is the President and founder of Credit 360 Consulting and is certified as a FICO Credit Professional and a Consumer Credit Counselor as well as a Certified Financial Coach and specializes in consumer credit and debt relief and has been helping consumers with their financial needs since 2008. He is an Amazon Best Selling Author and has co-authored a book with the legendary Brian Tracy on the topic of business credit. Marco formerly hosted “The Credit 360 Radio Show” on Newstal...
Episode 53: Improving Your Business by Providing Win-Win Solutions with Chris Forsythe
March 24, 2022 21:44 - 19 minutes - 18 MBChris Forsythe owns and manages the Forsythe Agency. The agency has been in Pittsburgh, Kansas area since around 1947. Although insurance has been their main focus for some time, Chris wants to do even more. Forsythe Agency has expanded into different aspects of the business. His current portfolio includes Forsythe Insurance Agency, Forsythe Enterprises, LLC, Precision Coffee Company, and Joplin Area Real Estate Investor Association. Chris is always looking for ways to assist others and enj...
Episode 52: Believing in Yourself as an Entrepreneur with Diana Murphy
March 18, 2022 21:03 - 27 minutes - 25 MBDiana Murphy is a life and mindset coach for CEOs of small businesses and expert advisory firms. She helps high integrity family valued business owners run, design, and flourish in their businesses without regret, stress, and worry. She's the host of the Regret Proof Podcast. This episode talks about: What got Diana into coaching small business owners? Steps to helping clients define and achieve their goals. Why is coaching important for entrepreneurs? How your thoughts create your real...
Episode 51: How to Win at the Money Game with Brandon Neely
March 11, 2022 21:59 - 31 minutes - 29 MBBrandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. This episode talks about: How do you invest and build wealth durin...
Episode 50: Grow Wealth with Real Estate with Anthony Scandariato
March 02, 2022 22:28 - 27 minutes - 25 MBAnthony Scandariato is the co-founder and managing principal at Red Knight Properties. Prior to forming Red Knight Properties, he was a Co-Founder in Ridgeview Partners. He specialized in the retail space with a vertical model that provided flexibility to serve multiple customer segments with similar product lines through retail, wholesale, and production contracting channels. Red Knight Properties is a privately held boutique multi-family and mixed-use real estate investment & property man...
Episode 49: How to Start a Business Using your 401k with Bernard Reisz, CPA
February 23, 2022 22:26 - 45 minutes - 42.1 MBBernard Reisz, CPA , a financial pro that has seen it all and knows that you can - and must - be the director of your financial future. Bernard's goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management - tax, legal, financial, investment, cash flow. Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 E...
Episode 48: Tax Savings Tips with Jason Osser, CPA
February 17, 2022 00:08 - 34 minutes - 31.7 MBJason Osser graduated from State University of New York at Oneonta with a Bachelor of Science in Accounting and Economics, and from Binghamton University with a Master of Business Administration with a concentration in Human Resource Management. After relocating to the Washington, DC metropolitan area in 1996, Jason held a series of accounting positions, from staff accountant to controller, until he decided to own and run his own business. Since leaving corporate America over 15 years ago,...
Episode 47: Backstage Guide to Real Estate with Matt Picheny
February 09, 2022 22:25 - 28 minutes - 26.8 MBMatt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time. Matt has over 15 years of experience revitalizing and elevating communities through real estate investing and has invested in over 8,000 apartments nationwide. He is a licensed real estate agent and has earned both Comme...
Episode 46: Mobile Home Park Investing with Victor Alves
February 02, 2022 19:11 - 20 minutes - 18.9 MBVictor Alves is real estate entrepreneur and founder of Vecno Capital. Victor manages all aspects of acquiring, renovating, and repositioning of single-family, multifamily, and mobile home communities in Texas. Venco Capital has a track record of delivering consistent returns to investment partners with over 100 successfully completed real estate investing projects since 2015. Vecno Capital has ownership interest in over 575 units in both single-family, multifamily, and mobile home communit...
Episode 45: Swiss Banking? With Jamie Vrijhof-Droese
January 26, 2022 02:50 - 26 minutes - 24.6 MBJamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland. Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, among...
Episode 44: Getting a Loan for a Commercial Property with Dan Lewkowicz
January 13, 2022 17:25 - 18 minutes - 17.1 MBDan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan. Before joining Encore Real Estate Investment...
Episode 43: Protect Your Business Ideas with Attorney Dan Nguyen
January 05, 2022 16:33 - 37 minutes - 34.6 MBDan is a father of three and husband to one. He has been practicing law since 2005, serving businesses and entrepreneurs in the areas of LLC & corporation formation, trademarks, franchising, and estate planning. He is the best-selling author of Don’t Sue Me (employment law) and Making Your Mark (trademarks) and is the host of The Intentional Entrepreneur podcast and on Youtube under Legal Tips for Smart Entrepreneurs. He can be found at danxnguyen.com. This episode talks about:...
Episode 42: Pay Less Taxes by Investing More with Marie Grasmeier, CPA
January 01, 2022 12:34 - 30 minutes - 27.8 MBMarie Grasmeier is the Founder of Grasmeier Business Consulting. She is a Certified Public Accountant providing tax and consulting services to domestic and international individuals and businesses. She is also a Certified Management Accountant, Certified Global Management Accountant, and Registered Trust and Estate Practitioner. Marie applies her accounting background to real estate services by specializing in the tax aspects of real estate investing and sees it as an opportunity for women ...
Episode 41: Digital Marketing for Small Business Owners with Jennie Lyon
December 23, 2021 22:05 - 21 minutes - 20.2 MBJennie Lyon is the owner and founder of Jennie Lyon Digital Marketing and Virtual Assistant Services. Jennie is a 20-year digital marketing expert and award-winning writer, she has worked with thousands of small business owners and entrepreneurs helping them streamline their businesses and build their brand. Jennie Lyon Digital Marketing and Virtual Assistant Services is a full-service digital marketing and virtual assistant agency that is your go-to partner for all of your business needs! ...
Episode 40: Chiropractor to Marketing Specialist with Dr. Connor Robertson
December 16, 2021 22:10 - 22 minutes - 20.5 MBDr. Connor Robertson, Chiropractic physician and serial entrepreneur committed to helping other entrepreneurs grow their businesses. He is the host of The Prospecting Show, where he interviews small business owners, salespeople, and health professionals who excel in their field. He is an organic specialist, accredited investor, and B2B marketing specialist. This episode talks about: Dr. Connor’s background on how he started B2B marketing and real estate investing What is Arbitrag...
Episode 39: Resilience and Growth Mindset with Joshua M. Walehwa
December 08, 2021 21:48 - 25 minutes - 24 MBDr. Joshua Walehwa currently serves as the Director of Career Services at the Brown School at Washington University in St. Louis. With almost 2 decades of professional experience in the higher education and nonprofit sectors across the United State. Josh has worked with almost every age group (K-12, undergraduate, and graduate students). He carries a strong belief in the transformative potential and power of education. While his career has provided the opportunity to support people from all...
Episode 38: Capital Gains Tax Solutions with Brett Swarts
December 02, 2021 18:32 - 24 minutes - 22.6 MBBrett Swarts, an entrepreneur, commercial real estate investor, podcaster, capital gains tax deferral expert, deferred sales trust educator, trustee, and California multi-family broker. He is the founder of the Capital Gains Tax Solutions, founder of Commercial Realty, Apartment Advisors, and host of the Capital Gains Tax Solutions Podcast. Each year he equips hundreds of high-net-worth business professionals with the deferred sales trust tool to solve capital gains tax deferral limitation...
Episode 37: Writing a Business Plan with Kristina Wynne
November 27, 2021 22:52 - 45 minutes - 42.3 MBKristina Wynne, founder and owner of the Wynner's Club, LLC, a business development consulting company that offers business coaching access to business funding and business education. Her devotion to the small business started almost 20 years ago when she began working for her family's company, 200 Pharmacy Inc as a licensed pharmacy tech. Her love for her family's business and science led her to achieve a Bachelor's of Biophysics from Chicago State University and a Masters of Public Healt...
Episode 36: Get The Money You Need with Jay Conner
November 17, 2021 17:47 - 27 minutes - 25.7 MBJay Conner is a real estate investor who has been buying and selling houses since 2003 in a population of only 40,000, with profits averaging $67,000. He's rehabbed over 400 houses and has been involved in over $52 million in real estate transactions. For the past seven years, Jay has completely automated his seven-figure real estate business, to a point where he works only 10 hours per week in his business. He's consulted over 2000 real estate investors one-on-one. He's known as a private ...
Episode 35: How to Invest in Notes Like a Bank? With Scott Carson
November 11, 2021 22:08 - 33 minutes - 30.6 MBScott Carson, our special guest today, has been an active real estate investor and entrepreneur since 2002, focusing on the niche of distressed mortgage notes. Since 2008 he has purchased over $1 Billion in distressed notes on residential and commercial properties all across the country. He has helped thousands of real estate investors and entrepreneurs create wealth through his debt buying tactics and classes helping his students close thousands of deals. He also hosts the nationally syndi...
Episode 34: Should You Pay Off Your Mortgage with Chris Swartz
November 03, 2021 21:37 - 31 minutes - 29.2 MBChristopher Swartz is one of the Managing Partners with First Choice Mortgage Advisors, LLC. He has spent 15 years in the mortgage industry, serving a wide range of clientele providing them with various residential mortgage loan products. Christopher specializes in Conventional, Jumbo, FHA, VA, and renovation mortgage loans. Christopher has completed specialized training in renovation mortgage lending. He graduated from Cabrini University with a B.A. in organization, business management. ...
Episode 33: Money and Confidence with Ben Humble
October 28, 2021 20:45 - 36 minutes - 33.4 MBBen Humble is the founder of the CashFlow Tribe, author, motivational speaker, and personal development mentor who has coached over 2000 individuals in investment strategy and business development. His mission is to help struggling investors achieve success and impact the public with the willingness to overcome their financial fears. This episode talks about: Difference between running a real estate business and investing in real estate. Fundamental strategies that real estate investors ...
Episode 32: Buy Real Estate with No Money Down with Farrah Ali
October 20, 2021 15:02 - 30 minutes - 28.6 MBFarrah Ali is a successful author, real estate professional, and entrepreneur with more than 18 years of professional experience in the business. After overcoming a difficult divorce, Farrah was forced to start over. Raising two kids, she was a single, working mother in the insurance industry. After beginning her career in 2001, she continued to dedicate every waking moment to her career and her two children. She experienced massive success in real estate, and in 2019 co-founded WE WIN LLC,...
Episode 31: Best Funding Options to Grow Your Business with Leo Kanell
October 14, 2021 16:37 - 23 minutes - 21.6 MBLeo Kanell is a serial entrepreneur, author, speaker, and business funding expert. He is the founder of 7 Figures Funding, Funding CEO Academy and the 7 Figures Club Podcast. He’s the author of the Business Funding Formula and has secured funding for thousands of business owners for hundreds of millions. He believes that entrepreneurs will solve the problems of the world, not politicians. Leo and his team are dedicated to empowering entrepreneurs with affordable capital and business finance ...
Episode 30: Investing with your partners with Chris Salerno
October 07, 2021 14:58 - 15 minutes - 14.5 MBChris Salerno attended Wharton Business School and Winthrop University. Chris successfully transacted more than 40mm in real estate volume and helped lead the #1 real estate team in the Carolinas to produce more than 140mm in annual sales prior to creating QC Capital. Named to Charlotte’s 30 under 30, Elite 50, Elite 50 entrepreneurs, 30 under 30 entrepreneurs, and nominated for Forbes 30 under 30, 2018 and 2020. Chris has quickly gained recognition, and notoriety for his hard work, and dedi...
Episode 29: Solutions for Taxable Investors with Brian Adams
September 29, 2021 13:19 - 23 minutes - 21.3 MBBrian Adams, the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate, private equity, advanced knowledge, and best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital marke...
Episode 28: Expert Negotiation Skills with J Paul Nadeau
September 23, 2021 22:16 - 31 minutes - 29.4 MBJ Paul Nadeau is a former police detective, hostage negotiator, and international peacekeeper. He spent more than 30 years working with victims of crime and perpetrators and learning from top experts in abuse situations, murder investigations, hostage-takings, terrorist attacks, and behavior in general. He is the host of the Inspire Us Podcast and he is also the author of the book “Dammit, Just Ask”, a book on how to ask, negotiate for what you want in life and in business as well as the Tak...
Episode 27: Strategic Partnerships with Anton Anderson
September 15, 2021 17:08 - 28 minutes - 26.4 MBAnton Anderson, the managing partner of Elite Resource Team began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team. Recognized as one of the top training companies for Financial Advisors and Accountants, Elite Resource Team which has thousands of clients ...
Episode 26: Money and Mindset with Darrell Evans
September 08, 2021 21:07 - 40 minutes - 37.2 MBDarrell Evans is a serial entrepreneur, investor, and co-founder of Yokel Local Internet Marketing. He and his team have helped entrepreneurs and companies generate over $300M in revenue online since 2011. He personally started and/or operated 6 businesses since the age of 20. He is also the host of The MindShift Podcast which launched in 2019 and he is the founder of the Mindshift Business Accelerator and the Mindshift Growth Mastermind. He is passionate about entrepreneurship. When he ap...
Episode 25: Private Money Lending with Alex Breshears
September 01, 2021 13:59 - 35 minutes - 32.7 MBAlex Breshears is a private money lender, short-term rental owner and manager, educator, a limited partner in multifamily syndication, and a community builder who partners with active and passive real estate investors, syndicators, and military spouses to grow their financial independence, knowledge, and professional network. Alex started a private lending company, Infinite Road Investments, in April of 2020, funding 1st lien and 2nd lien positions for residential property in the Hampton Ro...
Episode 24: How Infinite Banking Works with Drew White
August 25, 2021 19:41 - 40 minutes - 37.3 MBDrew White is a fellow Infinite Banking professional, a former pediatric oncology nurse turned modern wealth consultant for real estate investors, business owners, and athletes. He teaches people how to become their own banker, and strongly believes that everyone should find their banker and control their own money supply. He graduated from nursing school with over $150,000 in student loan debt and then led him to a path of entrepreneurship, real estate investing, bitcoin, and infinite banki...
Episode 23: Infinite Banking and Residential Assisted Living with Greg Junge
August 18, 2021 21:48 - 21 minutes - 19.7 MBIn today’s episode, we are joined by Greg Junge. He has been a real estate investor since 2012 and a realtor since 2015. Greg is originally from Long Island, NY and currently lives in Phoenix, AZ with his wife Mandy and their dog, Buster. He enjoys reading personal development, mindset, and anything related to real estate and sports. He is a co-author of the book Success Habits of Super Achievers. Greg holds an international real estate portfolio, actively investing in residential assisted l...
Episode 22: How to Lose Money with Paul Moore
August 12, 2021 06:55 - 26 minutes - 24.7 MBSarry Ibrahim is joined by Paul Moore, the Founder and Managing Partner of Wellings Capital. Paul is a contributor to BiggerPockets and Fox Business and an author of three books. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been a featured guest on 200+ podcasts. Paul entered the management development track at Ford Motor Company in Detroit. After five years, he started a staffing company with a partner. They scaled and sold the company to a publicly-trade...
Episode 21: Financial Freedom with Courtney Dyer
August 04, 2021 13:50 - 23 minutes - 22.2 MBIn today's episode, Sarry Ibrahim is joined by Courtney Dyer, she is the Vice President of Private Bank at Zion Bank. Courtney has over 12 years of experience in the financial industry and specializes in helping clients achieve their financial goals. She works with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. She helps clients analyze their current financial situation by reviewing their total assets, liabiliti...
Episode 20: Commercial Real Estate with Dan Lewkowicz
July 28, 2021 16:03 - 26 minutes - 24.7 MBToday’s guest is Dan Lewkowicz, a seasoned real estate veteran with over 15 years of expertise in the industry. His career started from house hacking and quickly evolved to flip houses in and around metro Detroit. He established a company in 2005 called Disability Made Easy. He eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Mich...
Episode 19: R&D Tax Credit with Randy Crabtree, CPA
July 21, 2021 13:54 - 38 minutes - 35.4 MBIn this episode, Sarry is joined by Randy Crabtree, CPA, with 30 years of experience in public accounting and tax consulting. He worked closely with top company executives on tax planning and preparation engagements. Before co-founding Tri-merit, He was a managing partner of a certified public accounting firm. He handles tax consulting activities in a wide variety of industries. He loves to speak at webinars and make presentations on numerous accounting conferences focusing on the R&D tax ...