Latest Accredited Podcast Episodes

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Spotlight: Money Ripples with Chris Miles the Anti-Financial Advisor

Passive Investing from Left Field - April 24, 2024 07:00 - 24 minutes ★★★★★ - 109 ratings
🎙️ Welcome to a spotlight episode of "Passive Investing by Left Field Investors"! Today, we're excited to feature a podcast swap with "Money Ripples with Chris Miles."  Chris Miles, known as the anti-financial advisor, and his community focus on investments in real assets that generate...

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Invest with Us Orientation: Investor FAQs

The Wealth Elevator - April 23, 2024 13:24 - 1 hour ★★★★★ - 289 ratings
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165: Interest Rates, Inflation, and Economic Trends: Insights from Peter Linneman

Passive Investing from Left Field - April 21, 2024 07:00 - 46 minutes ★★★★★ - 109 ratings
Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real...

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7 Money Arch-Types: Happy Money with Ken Honda

The Wealth Elevator - April 16, 2024 11:17 - 42 minutes ★★★★★ - 289 ratings
Interview with Ken Honda, a renowned Japanese financial author who has sold over 9 million copies of his books. The discussion covers the mindset of money, happiness with one's financial situation, and identifying money personality archetypes. Additionally, the speaker talks about examining fami...

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164: From Crisis to Creativity: Real Estate Strategies for the Modern Investor with Neal Bawa

Passive Investing from Left Field - April 14, 2024 07:00 - 57 minutes ★★★★★ - 109 ratings
Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep into the multifaceted world of real estate investment in a post-COVID era. Our guest, Neil Bawa, the mad scientist of multifamily, shares his invaluable insights on the impact of CO...

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Learn How to Syndicate Real Estate in One Day Preview

Raise Capital Legally - April 10, 2024 05:00 - 1 hour ★★★★★ - 5 ratings
Join us as our host and Attorney Kim Lisa Taylor and Syndicator Vinney Chopra preview their upcoming one-day virtual event called "Learn How to Syndicate Real Estate in One Day."  What is real estate syndication? Pooling funds from private investors so you can buy more and bigger real estate de...

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Office Hours: April 2024 - Real Estate to Private Equity

The Wealth Elevator - April 09, 2024 13:03 - 58 minutes ★★★★★ - 289 ratings
Mastering Investment Strategies: From Real Estate to Private Equity This comprehensive discussion covers a multitude of investment topics including real estate, private equity, economic trends like the US wholesale trade report, consumer price index, interest rate predictions, and housing marke...

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163: Multifamily Mastery: Brian Burke on Surviving Market Cycles

Passive Investing from Left Field - April 07, 2024 07:00 - 1 hour ★★★★★ - 109 ratings
Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep with Brian Burke, president and CEO of Praxis Capital. With over $800 million in real estate acquisitions, Brian shares his seasoned perspective on navigating the unpredictable real...

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Big Trends for 2050 with Geography with Geoff

The Wealth Elevator - April 02, 2024 12:08 - 45 minutes ★★★★★ - 289 ratings
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This video explores current trends in investment, focusing on the experiences of investors with rental properties encountering issues and considering the transition to syndications and private pla...

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Helping Family Offices

Passive Cash Flow Podcast - April 01, 2024 12:00 - 32 minutes ★★★★★ - 2 ratings
David Homan joins the Passive Cash Flow Podcast to explain how he helps Family Offices connect with the people or services they require to fulfill their passions and preserve their wealth. David started his career as a classical musical composer but in time transitioned to build a network of con...

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162: The Evolution of Real Estate Investing: A Conversation with James Eng

Passive Investing from Left Field - March 31, 2024 07:00 - 1 hour ★★★★★ - 109 ratings
Join us on this exciting episode of the Passive Investing from Leftfield podcast as we dive deep into the world of multifamily investing with James Eng, the professor of Multifamily Financing. Discover the latest trends, strategies, and insights into the future of real estate investment...

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How To Profit By Accepting IRA Investors In Your Syndicate

Raise Capital Legally - March 28, 2024 06:00 - 1 hour ★★★★★ - 5 ratings
Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislat...

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CPA TAX Insights: Mitigating Depreciation Recapture, Passive Income

The Wealth Elevator - March 26, 2024 13:36 - 1 hour ★★★★★ - 289 ratings
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide covers advanced tax strategies for investors, focusing on the benefits and mechanisms of various tax scenarios including 100% bonus depreciation, paper vs. electronic tax ...

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161: Insights into Real Estate Market Trends and Forecasts with John Chang from Marcus & Millichap

Passive Investing from Left Field - March 24, 2024 07:00 - 52 minutes ★★★★★ - 109 ratings
Join us in this enlightening episode of Passive Investing from Left Field, where host Jim Pfeifer welcomes real estate maestro John Chang. Dive into the depths of real estate investment strategies, market forecasts, and the future of various asset classes as we prepare for 2024. Whether...

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The Art of Wealth Preservation in High-Net-Worth Families

Accredited Investor Podcast - March 20, 2024 19:00 - 6 minutes ★★★★★ - 34 ratings
Unlock the secrets to shaping a powerful family legacy with Richard C. Wilson as we delve into the world of family offices on the Accredited Investor Podcast. Over his decade-long journey of crafting over 200 family offices, amassing insights that are equivalent to an intensive masterclass just ...

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IBC Loans, Inherited Taxes, Venture Capital, Non-Accredited 506B

The Wealth Elevator - March 19, 2024 13:18 - 1 hour ★★★★★ - 289 ratings
Decoding Investment Strategies for Non-Accredited and Accredited Investors This detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market...

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160: Syndication Secrets: Empowering Investors with Russell Gray from The Real Estate Guys

Passive Investing from Left Field - March 17, 2024 07:00 - 1 hour ★★★★★ - 109 ratings
Join us on this enlightening journey with Russell Gray, co-host of the Real Estate Guys Radio Show and a seasoned financial educator, as we dive deep into the mechanics of wealth building through real estate. Russell shares his personal journey from commercial sales to becoming a titan ...

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An Insider's Look at Family Offices: Wealth Management, Legacy Planning, and Investment Strategies

Accredited Investor Podcast - March 15, 2024 14:00 - 9 minutes ★★★★★ - 34 ratings
Embark on an enlightening voyage into the realm of family offices. In this mini series, we guide through the opulent corridors of wealth management and legacy planning. In this riveting installment of the Accredited Investor Podcast, we unravel the often-veiled intricacies behind the curtain of ...

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How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng

Raise Capital Legally - March 14, 2024 06:00 - 1 hour ★★★★★ - 5 ratings
Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how sof...

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Crafting the Future: Educating Heirs for Financial Savvy and Entrepreneurial Success

Accredited Investor Podcast - March 13, 2024 17:00 - 11 minutes ★★★★★ - 34 ratings
Embark on a transformative journey with us as we uncover the keys to fostering financial acumen and entrepreneurial spirit in the heirs of family wealth. Richard C. Wilson of the Family Office Club, shares his intimate stories from his own life, such as his daughters' foray into running a lemona...

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Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates

The Wealth Elevator - March 12, 2024 15:11 - 1 hour ★★★★★ - 289 ratings
This podcast episode delves into advanced estate planning and asset protection strategies for individuals with a net worth of several million dollars, exceeding the basic approaches like LLCs. The discussion features attorney Ethan Okura from Hawaii, covering topics like irrevocable trusts, the ...

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A Blueprint for Vitality and Digital Security in the Age of Cryptocurrency

Accredited Investor Podcast - March 11, 2024 16:00 - 12 minutes ★★★★★ - 34 ratings
Unlock the secrets to a lasting legacy not just in wealth, but in wellness, with Richard Wilson, a sage in the realm of health investments. He brings to light the often-neglected 'if I die document,' a crucial complement to traditional estate planning that ensures your digital and financial foot...

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159: Mastering Creative Real Estate with Chris Prefontaine

Passive Investing from Left Field - March 10, 2024 04:21 - 35 minutes ★★★★★ - 109 ratings
Tune in to 'Passive Investing From Left Field,' where host Jim Pfeifer and real estate maestro Chris Prefontaine unlock the secrets to creative property investment. Episode 159 delves into buying properties with existing mortgages, profitable lease purchase strategies, and the power of ...

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Mastering the High Stakes of Super Luxury Real Estate

Accredited Investor Podcast - March 08, 2024 15:00 - 6 minutes ★★★★★ - 34 ratings
Prepare to uncover the secrets of navigating the tumultuous seas of super luxury real estate and family office investments with esteemed industry expert Richard Wilson. Our captivating discussion peels back the layers of a world few ever glimpse, revealing the million-dollar blunders that could ...

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The Art of Sophisticated Investing within Family Offices

Accredited Investor Podcast - March 06, 2024 17:00 - 13 minutes ★★★★★ - 34 ratings
Unlock the potential of your family office with our latest podcast episode, where we delve into the transformative power of investment structure strategies. Join us on a journey through the world of strategic investing, as we share the secrets to becoming an invaluable player in the market. From...

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Syndication Cram School: Part#4 - Numbers Part 1 of 2

The Wealth Elevator - March 05, 2024 11:40 - 1 hour ★★★★★ - 289 ratings
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide discusses the future refinancing needs of commercial real estate, highlighting the $1.5 trillion required by 2025, and its potential impact on investors. It critically exa...

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The Art of Building Relationships with Billionaires and Outmaneuvering Business Rivals

Accredited Investor Podcast - March 04, 2024 18:00 - 10 minutes ★★★★★ - 34 ratings
Unlock the wisdom of Richard C. Wilson, as he joins us to chart the incredible growth of billionaires.com, a one-of-a-kind platform that's revolutionizing how we connect with the elite. Our conversation dives into the essence of this exclusive hub, revealing the seismic impact it has on networki...

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158: Navigating Syndications: Evan Polaski on Investor Relations and Recession-Resilient Assets

Passive Investing from Left Field - March 03, 2024 08:00 - 47 minutes ★★★★★ - 109 ratings
Dive into the intricacies of real estate syndication, featuring expert guest Evan Polaski from Axia Partners. We discuss the pivotal role of investor relations, uncover the tough questions every investor should ask, and spotlight Axia's focus on strong asset classes. Join host Jim as he...

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What is the PCG Debt Fund

Passive Cash Flow Podcast - March 02, 2024 21:00 - 16 minutes ★★★★★ - 2 ratings
In this episode, Aaron Fragnito Co Founder of Peoples Capital Group, explains how the PCG Debt Fund allows qualified investors to invest confidently in real estate. Aaron explains the rules of the fund for PCG and how investors capital is protected. This episode also summarizes the target return...

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How To Turn Neglected Homes Into Profitable Student Housing With Special Guest David Schwartz

Raise Capital Legally - February 29, 2024 07:00 - 1 hour ★★★★★ - 5 ratings
Join our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening ...