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 18: Life Coaching with Vikkie J
July 14, 2021 15:04 - 22 minutes - 20.8 MBIn this episode, Sarry is joined by Vikkie J, a certified life coach, personal organizer and podcast host inspiring her listeners to live their best life while embracing all that life brings. She is a physical therapist by profession but a life coach organizer by passion. She earned a B.S. in Exercise Science and a doctorate in physical therapy from the REAL HU-Howard University. She completed the Say Life coach program and obtained a certificate for Professional Organizing from the Intern...
Episode 17: ADA Tax Credit with Terrell Turner, CPA
July 09, 2021 14:50 - 30 minutes - 28.6 MBOn this Episode, Sarry is joined by Terrel Turner, a Certified Public Account, creator and host of the Business Talk Library. It is a platform that was born out from a desire to help struggling business owners. Terrell brings over a decade of experience from running Fortune 500 business segments to helping start-ups. This episode talks about: How do ADA tax credits work for some small business owners? Eligibility and limitations for small business owners in utilizing ADA credits and other...
Episode 16: Bank On Yourself with Fix and Flips with Benjamin Morgan
June 30, 2021 20:37 - 14 minutes - 13.7 MBToday’s episode involves real estate investing using your whole life insurance policy and other retirement accounts. Our special guest today is Benjamin Morgan Benjamin Morgan has been in the Real Estate industry for over 20 years both on the mortgage side of things and also on the investing side of things. He started The Legacy Investment Group about 5 years ago to help homeowners who are facing financial difficulties or who simply want to sell their home without the stress of the tradit...
Episode 15: Managing $150 million in AUM with Whitney Sewell
June 23, 2021 23:06 - 35 minutes - 32.8 MBManaging $150 million in Assets Under Management (AUM) requires a different way of thinking about money and a different way of approaching challenges. It requires you to “Think Like a Bank”. This is why we are excited to introduce our guest today, Whitney Sewell to share his journey and how he has grown a massive real estate syndication operation. Founder of Life Bridge Capital LLC, Whitney began his real estate investing career in 2009. Whitney’s passion is working with investors, helping...
Episode 14: Crushing Debt with Attorney Shawn Yesner
June 16, 2021 16:59 - 31 minutes - 28.7 MBDebt is of course an overwhelming subject to talk about. Most people who are in debt feel trapped and have nowhere to go. The best solution to this problem is to understand what the banks and creditors are thinking, hence the name of the show; Thinking Like a Bank. Today’s guest is attorney Shawn Yesner who is going to talk about crushing debt. Shawn M. Yesner is a Florida native, born in Tampa and raised in Miami. After graduating from Florida State University with a Bachelor of Science d...
Episode 13: Growing a Business Online With Rouan Kruger
June 11, 2021 20:45 - 49 minutes - 46.2 MBThinking Like a Bank also involves thinking about how you’re going to grow your business. One of those ways is through marketing, specifically, online marketing. Our host; Rouan Kruger, a board-certified pharmacist, turned lifestyle entrepreneur reveals all his strategies and the seeking out of strategies to truly find what it takes to make you thrive. Discover with no fluff, how to truly jumpstart your creative, purpose-driven life. Discover how you can create an online business, using so...
Episode 12: Are Annuities A Good Choice? With Nick Bates
June 04, 2021 19:50 - 46 minutes - 42.7 MBI’m sure you’ve stumbled upon annuities and wondered if they are a good fit for your portfolio. Most people have mixed views. Either good or bad. This is typically the case with a lot of financial products and solutions. They are either ‘good’ or ‘bad’ for you. Of course these are subjective terms and the whole good/bad argument really depends on what you want to accomplish. That is the key word; accomplish. Our guest today is Nick Bates. Nick joined the SET IMO (Insurance Marketing Organi...
Episode 11: Marketing and Investing with Brad Costanzo
May 27, 2021 01:28 - 45 minutes - 42.1 MBWith us today, Brad Costanzo: Brad Costanzo is a serial entrepreneur, consultant and investor who has started, sold and currently owns several businesses. His investments range from equities to crypto and private angel investments in companies that range from e-commerce to real estate and even space. He’s the founder of Costanzo Marketing Group and Costanzo Capital and is the host of the hit podcast Bacon Wrapped Business Tune in to find out: Principles of business growth Retaining mor...
Episode 10: Raising capital with Bridger Pennington
May 19, 2021 00:43 - 41 minutes - 38.4 MBToday’s episode takes a deep dive into how to raise capital and start a fund with Bridger Pennington. Bridger is Co-Founder at Investment Fund Secrets, founder of Black Bridge Holdings Bridger joins us today to share his expertise on the following: What is a fund? Why is it important for business owners to learn how to raise capital? How to raise capital? What to consider when raising capital? Why would it make sense for you to invest in a private fund as an investor? You can connect ...
Episode 9: What Banks Do with Marcus Norman
May 08, 2021 00:09 - 23 minutes - 22 MBWith us today is a special guest, Marcus Norman, the host of GentleMan Style Podcast and CEO of a real estate investment firm and Property Management company based in Virginia. Marcus started an investment firm that seeks to achieve higher returns for its investors, board members, and market partners through traditional markets and alternative markets foreign and domestic. Located primarily in the 757 area code and growing. Currently manages $330K in assets under management. Check out this...
Episode 8: Owning/Investing in Residential Assisted Living with Serg Lupescu
April 28, 2021 22:40 - 38 minutes - 35.8 MBJoin us for today’s episode with Serg Lupescu. Serg shares his expertise and background on Residential Assisted Living (RAL) and why this niche is unique to operators and real estate investors. Serg shares how this is a growing niche in real estate along with the financial benefits to those involved in this niche. Also, Serg shares how this helps those aging and in need of RAL. You can reach out to Serg to learn more about: Being a passive investor in RAL And Owning your own RAL facility...
Episode 7: Profit First + Bank On Yourself with Brandon and Amanda Neely
April 21, 2021 20:02 - 32 minutes - 30 MBHow much do you save, invest, and spend? What percentages of each do you allocate? These questions lead to a concept called Profit First, which is the practice of profiting first in your business by having the proper allocations in place. This concept alongside the Bank On Yourself Strategy is unstoppable. Think about it... Having the ability to recoup more money from your business and have it grow for you uninterrupted... Forever. This is what happens when you combine Profit First with Bank...
Episode 6: Passive Real Estate Investing with Alina Trigub
April 13, 2021 22:46 - 27 minutes - 25.4 MBHave you ever thought about getting into real estate investing but don’t have the time because you’re too busy with your day job? Have you ever heard of ‘passive real estate investing? Well, that’s exactly what today’s show is about. How to invest in real estate passively, even when you are busy. Our special guest today is Alina Trigub. Alina is the founder and Managing Partner of SAMO Financial. It’s a boutique private equity firm specializing in helping busy business owners and IT profess...
Episode 5: Thinking Like A Bank - Tax savings and Cost Segregation with Yonah Weiss
March 02, 2021 22:42 - 26 minutes - 24.5 MBA few of the core principles of Thinking Like a Bank include saving on taxes and investing in real estate. Lucky for you, today’s show includes both of those subjects..saving on taxes while investing in real estate. One way to do this is called “Cost Segregation” which is explained by our expert guest, Yonah Weiss. Learn how you can utilize these methods and save a lot on taxes. To learn more about what we do, please visit: https://finassetprotection.com/ You can contact Yonah Weiss to get...
Episode 5: Tax savings and Cost Segregation with Yonah Weiss
March 02, 2021 22:42 - 26 minutes - 24.5 MBA few of the core principles of Thinking Like a Bank include saving on taxes and investing in real estate. Lucky for you, today’s show includes both of those subjects..saving on taxes while investing in real estate. One way to do this is called “Cost Segregation” which is explained by our expert guest, Yonah Weiss. Learn how you can utilize these methods and save a lot on taxes. To learn more about what we do, please visit: https://finassetprotection.com/ You can contact Yonah Weiss to get...
Episode 4: What is title insurance with Michael Ham
March 02, 2021 22:29 - 33 minutes - 31 MBAs mentioned in previous episodes, one of the core principles to Thinking Like a Bank is investing in real estate. One of the main requirements when investing in real estate is getting title insurance. This is usually required by lenders before closing. Title insurance is something very few people know and understand. We have a special guest today, Michael Ham, who will share his expertise on title insurance and how it works. To learn more about what we do, please visit: https://finassetpro...
Episode 4: Thinking Like A Bank - What is title insurance with Michael Ham
March 02, 2021 22:29 - 33 minutes - 31 MBAs mentioned in previous episodes, one of the core principles to Thinking Like a Bank is investing in real estate. One of the main requirements when investing in real estate is getting title insurance. This is usually required by lenders before closing. Title insurance is something very few people know and understand. We have a special guest today, Michael Ham, who will share his expertise on title insurance and how it works. To learn more about what we do, please visit: https://finassetpro...
Episode 3: Thinking Like A Bank - What to consider before applying for a mortgage with Robert Weinberg
March 02, 2021 17:45 - 38 minutes - 36 MBOne of the core principles of Thinking Like a Bank is to invest in real estate. No doubt, this is a lucrative route to take and sometimes does not require all of your money. One of tools used in real estate investing is a mortgage, which is of course a secured loan against a property. Although mortgages are helpful and widely used, not everyone can qualify for a mortgage. There are certain requirements you have to meet to qualify which is what today’s show is about. With us today, Robert Wei...
Episode 3: What to consider before applying for a mortgage with Robert Weinberg
March 02, 2021 17:45 - 38 minutes - 36 MBOne of the core principles of Thinking Like a Bank is to invest in real estate. No doubt, this is a lucrative route to take and sometimes does not require all of your money. One of tools used in real estate investing is a mortgage, which is of course a secured loan against a property. Although mortgages are helpful and widely used, not everyone can qualify for a mortgage. There are certain requirements you have to meet to qualify which is what today’s show is about. With us today, Robert Wei...
Episode 2: Thinking Like A Bank - Passive Real Estate investing with Tait Duryea
March 02, 2021 05:16 - 24 minutes - 22.8 MBOn today’s show, we take a deep dive into passive real estate investing with Tait Duryea. Tune in to learn more about why and how passive real estate investing works. We talk about how you can invest in real estate without any work or skills and very limited risk. We also talk about how you can connect your Bank On Yourself type whole life insurance policy with passive real estate investing to have your money work in two places. To learn more about what we do, please visit: https://finasse...
Episode 2: Passive Real Estate investing with Tait Duryea
March 02, 2021 05:16 - 24 minutes - 22.8 MBOn today’s show, we take a deep dive into passive real estate investing with Tait Duryea. Tune in to learn more about why and how passive real estate investing works. We talk about how you can invest in real estate without any work or skills and very limited risk. We also talk about how you can connect your Bank On Yourself type whole life insurance policy with passive real estate investing to have your money work in two places. To learn more about what we do, please visit: https://finasse...
Episode 1: The Bank On Yourself Concept with Mark Willis
February 28, 2021 01:43 - 27 minutes - 25.1 MBOn today’s episode, we talk about the Bank On Yourself Concept with a special guest. His name is Mark Willis. Mark is a Certified Financial Planner and President of LakeGrowth Financial Services in Chicago, IL. Mark is also Sarry Ibrahim’s mentor and has guided him through the Bank On Yourself journey. Listen to this episode to learn more about this concept and how it can help you grow safe and predictable wealth while also being your own source of financing. To reach out to us for a free co...
Episode 1: Thinking Like A Bank - The Bank On Yourself Concept with Mark Willis
February 28, 2021 01:43 - 27 minutes - 25.1 MBOn today’s episode, we talk about the Bank On Yourself Concept with a special guest. His name is Mark Willis. Mark is a Certified Financial Planner and President of LakeGrowth Financial Services in Chicago, IL. Mark is also Sarry Ibrahim’s mentor and has guided him through the Bank On Yourself journey. Listen to this episode to learn more about this concept and how it can help you grow safe and predictable wealth while also being your own source of financing. To reach out to us for a free co...