Episode 252: Fostering Financial Understanding at Every Stage, with Vince Shorb
Massive Passive Cash Flow Podcast
Release Date: 03/05/2024
Massive Passive Cash Flow Podcast
Jim has been a licensed REALTOR® since 2004, personally helping hundreds of clients buy, sell, or invest in real estate. Jim is passionate about his commitment to ensuring each client receives a white glove experience when dealing with one of the biggest purchases of their lives. After college, Jim joined the world of finance and quickly realized the cubicle life wasn't for him. He wanted to help people in a greater capacity. His two daughters, Anna and Madeline, are the greatest motivation behind his drive and success. And, ultimately, he challenges himself, every day to create a bigger...
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As the CEO of Real Estate Done 4 U, Michael Drew has helped hundreds of investors worldwide achieve their retirement goals through strategic investments in rental real estate, utilizing Cash, IRAs, Mortgages, and 1031 Exchanges helping investors replace their W2 / earned income with RENTAL INCOME. With experience that includes over 1000 real estate transactions and extensive stock option expertise, he focuses on developing sustainable passive income strategies. Michael's journey into real estate investment was driven by a critical insight: traditional savings and retirement accounts...
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Eddie Speed is renowned as one of the nation's top note educators with more than 40 years of experience. He founded NoteSchool, an esteemed training company that focuses on educating individuals about purchasing both performing and non-performing discounted mortgage notes. His structured note-investing education has led thousands of students to success. Additionally, he holds the positions of Owner and President at Colonial Funding Group LLC. specializing in acquiring and brokering discounted real estate secured notes. Furthermore, Eddie is a principal in a family of Private Equity funds...
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Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers...
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Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe. At 30...
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Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation. What You Will Learn: Who is Erik Oliver? How does selling a property and carrying the...
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Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life. He has been making an impact by sharing his unique...
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Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris’s primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors. Prior to Three Peaks, Kris spent more than a decade working through progressive...
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Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few...
info_outlineMassive Passive Cash Flow Podcast
Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few...
info_outlineVince Shorb is one of the country’s leading advocates for financial wellness who creates partnerships with financial service providers that enhance their brand, increase awareness, highlight their expertise, and deepen relationships with prospects and clients.
After spending 15 years in financial services working one-on-one with more than 20,000 people, he founded the National Financial Educators Council – an organization dedicated to combating the financial illiteracy epidemic.
What You Will Learn:
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Who is Vince Shorb?
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Vince shares his first investment.
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At what age can they start working with people and educating them?
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With a three-year-old, is it more conceptual?
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What is the next step in the journey of a child?
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What is expense management?
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Vince shares what college students are capable of.
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College could be a great opportunity for them to springboard into something good because they're at a higher earning potential.
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Assessing where you're at right now is the key component.
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Vince shares how everyone can contact him.
Additional Resources from Vince Shorb:
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Website: http://www.financialeducatorscouncil.org/
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Phone: +1 (714) 396-6454
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Email: [email protected]
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LinkedIn: https://www.linkedin.com/in/vinceshorb
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Twitter: http://www.twitter.com/NFEC_FINEDU
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Facebook: https://www.facebook.com/pages/National-Financial-Educators-Council/174808982688132
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