Building Wealth While Building Your Business: Insights from Experts in Finance and Investing
The Business Credit and Financing Show
Release Date: 07/02/2025
The Business Credit and Financing Show
Daniil Kleyman is a real estate investor, software entrepreneur, and founder of multiple thriving companies based in Richmond, VA. Originally from snowy Moscow, Russia, Daniil immigrated to the U.S. at age 12 and eventually found himself on Wall Street—briefly, he found his true path in real estate and software development—and hasn’t looked back since. He runs Evolve Development, a real estate firm focused on ground-up multi-family and mixed-use projects with a current pipeline of over $80 million. Daniil also leads True Vision Analytics, which builds tools like Rehab Valuator, helping...
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Krystal and Dedric Polite are real estate investors and stars of A&E’s 50/50 Flip, where they transform rundown properties while building generational wealth. Based in North Carolina, the couple launched their real estate journey with a single Airbnb and have since flipped over 100 properties. Their success blends Krystal’s expertise in systems and marketing with Dedric’s skills in acquisitions and finance. Starting with wholesaling and using tools like DealMachine, they identified off-market deals and turned early setbacks into profitable lessons. Today, they run multiple businesses...
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Cole VanDeWoestyne is the founder of Inboxing Engine helping 7- and 8-figure course creators, coaches, and consultants scale with high-converting email marketing. He sends hundreds of millions of emails annually—with open rates as high as 70%—and has generated over $75 million in revenue through email alone. Cole’s path to success is rooted in diverse real-world experience. From streamlining processes as a Metallurgical Lab Coordinator, to mastering customer service and networking in the auto parts world, to leading luxury sales for brands like Maserati and McLaren, he’s built a...
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Alex Kutsishin is the co-founder and CEO of FUEL Inc., the world’s first Performance-as-a-Service platform designed to deliver cutting-edge performance training for sales teams and leaders. FUEL is transforming traditional business education by combining science-backed learning, real-time coaching, and advanced analytics to create happier, healthier, and more productive professionals. A born entrepreneur, Alex has co-founded ten companies across diverse industries—from launching medical offices in Washington, D.C., to building the first American-based low-code/no-code platform for creating...
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Jason Sisneros is a battle-tested CEO and business strategist known as The Architect for his unique ability to systemize, scale, and turn around companies for maximum cash flow or exit. He’s worked with Fortune 500 giants like Nike, Comcast, and Microsoft, and has led the successful turnaround of over 100 small to mid-cap companies. Renowned for his leadership expertise, Jason has delivered over 3,000 presentations and was a top speaker for Tony Robbins. His entrepreneurial journey wasn’t without setbacks—Jason lost three businesses and filed for bankruptcy. Instead of quitting, he spent...
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Shane Barker is a veteran entrepreneur and the founder of TraceFuse, the first company to develop a fully TOS-compliant Amazon Negative Review Removal system. With over two decades of experience in digital marketing, Shane has helped dozens of Fortune 500 companies grow their online presence and has been recognized by the Content Marketing Institute and Influence Directory as a leading voice in the industry. He also served as an instructor at UCLA, where he helped shape the university’s Influencer Marketing and Personal Branding programs. Shane’s pivot to e-commerce came through his work...
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Toby Potter is the Founder of Global Integrity Finance and the go-to expert for real estate investors who want to build sustainable wealth without making costly mistakes. Known for transforming struggling investors into confident real estate tycoons, Toby offers strategic partnerships and financing solutions that traditional banks won’t—empowering his clients to thrive where others fail. With over 7,000 investor success stories, Toby’s proven system consistently helps everyday investors become powerful wealth builders. From humble beginnings as a dairy farm kid with just $600 in his...
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Rick Pino is the go-to business consultant and wealth coach for entrepreneurs who are done with guesswork and ready to turn their expertise into serious income—fast. With over 20 years of experience in marketing, sales, and financial education, Rick helps clients monetize their knowledge and build online income streams that scale. He’s not just theory—Rick has built multiple 7-figure businesses in real estate, e-commerce, publishing, and digital marketing. His systems have generated over eight figures in sales, and he’s helped clients hit six figures in a single day. Whether he’s...
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David Price is the CEO and Founder of The Price Group, a leading insurance agency specializing in Final Expense Life Insurance. Entering the industry in 2018, he became one of its fastest millionaires—achieving that milestone within 36 months. By 2024, The Price Group surpassed $35 million in sales, helping over 30,000 families and enabling agents to consistently earn six-figure incomes through his proven system. In October 2024, David launched The Price Group IMO, expanding partnerships with top carriers and offering agents enhanced tools, lead programs, and mentorship. This move solidified...
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Michael A. Scarpati is a seasoned entrepreneur and the Co-Founder and CEO of RetireUS, a financial wellness platform dedicated to helping individuals achieve financial freedom. With over 15 years of experience in the financial services industry, Michael previously worked as an independent financial professional, designing custom strategies for high-net-worth individuals and corporate executives. In 2022, Michael co-founded RetireUS to disrupt the traditional financial services model by making fiduciary guidance more accessible and impactful. The platform combines trusted human relationships...
info_outlineCarter Cofield is one of the co-founders of Melanin Money, a platform dedicated to empowering Aspiring 1st Generation Melanin Millionaires.
He’s a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), is the Lead Advisor at Cofield Advisors, LLC. He is passionate about empowering entrepreneurs to thrive by strategically navigating their taxes. Carter’s dedication to financial literacy led him to co-create Melanin Money, the #1 brand for wealth builders of color, with a mission to close the racial wealth gap by 10%.
Melanin Money was born out of the need to bridge the wealth gap for people of color. With a focus on providing trusted education, resources, and a supportive community, the platform equips individuals with the tools to start building wealth and securing financial freedom.
Through a combination of financial education, branded initiatives, and merchandise, Melanin Money is creating a movement to help individuals of color build generational wealth and leave a legacy for future generations.
During the show we discussed:
- Understand the $100B wealth gap and how to close it.
- Learn how to reach your first $1M in net worth.
- Discover legal ways to pay less in taxes.
- Use proper strategies to shelter money from the IRS.
- Turn everyday expenses into tax deductions.
- Apply income shifting to reduce taxes.
- Invest while saving on taxes using real estate and other assets.
- Know key financial principles before investing.
- Believe wealth is possible to achieve it.
- Avoid common mistakes new investors make.
- Align investments with business growth goals.
- Assess risk and diversify your portfolio.
- Invest wisely with limited time and resources.
- Choose the right assets to grow your wealth.
- Balance business reinvestment with personal investing.
- Structure finances for business and personal wealth.
- Build passive income while growing your business.
- Balance short-term and long-term investments.
- Explore overlooked wealth-building opportunities.
- Plan taxes smartly to boost investment returns.
- Leverage compound interest for long-term gains.
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