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Money Narratives and Financial Planning

The Richer Geek

Release Date: 09/18/2024

216: Mobile Home Parks & Parking: Cash Flow Secrets show art 216: Mobile Home Parks & Parking: Cash Flow Secrets

The Richer Geek

Discover the hidden potential of mobile home parks and parking lots: two often-overlooked but highly profitable real estate assets. In this episode of The Richer Geek Podcast, seasoned Florida investor Kevin Bupp, host of Real Estate Investing for Cash Flow Podcast and bestselling author, pulls back the curtain on a powerful alternative to traditional real estate investment strategies. With over $300 million in real estate transactions and decades of experience, Kevin shares why he pivoted beyond single-family and multifamily properties. He breaks down the unique advantages of mobile home...

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AI is Taking Jobs: Here’s How Franchising Can Secure Your Future show art AI is Taking Jobs: Here’s How Franchising Can Secure Your Future

The Richer Geek

Tired of the corporate rat race? Welcome to The Richer Geek Podcast! Today, we are joined by Cliff Nonnenmacher, a former Wall Street banker turned franchise expert. Cliff shares how he built a multi-brand franchise empire and why franchising is the ultimate shortcut to wealth. Learn how to ditch the traditional 9-to-5, leverage proven business models, and invest in recession-proof, AI-proof, and Amazon-proof industries like skilled trades, pet services, and biohacking. Discover the critical mistakes to avoid, the value of a franchise consultant, and the trending sectors that are booming. In...

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Stop Losing Deals: How to Raise Unlimited Private Money Without Asking show art Stop Losing Deals: How to Raise Unlimited Private Money Without Asking

The Richer Geek

Struggling to fund your real estate deals because banks keep saying no? In this episode of The Richer Geek Podcast, learn how to raise unlimited private money without ever asking. Say goodbye to traditional loans and slow approvals, and discover how to secure funding on your terms. Our guest, Jay Conner, has been a real estate investor since 2003, rehabbing over 450 homes and averaging more than $71,000 in profit per deal. With over $52 million in completed real estate transactions and experience mentoring more than 2,000 investors, Jay is a leading expert in private lending. He shares his...

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Turning Websites into Sales Machines show art Turning Websites into Sales Machines

The Richer Geek

Welcome back to The Richer Geek Podcast! This week, we explore the highs and lows of entrepreneurship and uncover the secrets to building high-converting websites that drive real results. Our guest, Peter Guirguis, founder of SwiftPress Support, shares hard-earned lessons from business failures and reveals the key elements of high-converting landing pages, the evolution of SEO in the AI era, and the future of strategic web hosting. Plus, we discuss how video content and AI trends like AI agents are reshaping digital marketing. In this episode, we’re discussing… Entrepreneurial...

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From Busyness to Business: Scaling Smarter with AI, Delegation & CEO Strategies show art From Busyness to Business: Scaling Smarter with AI, Delegation & CEO Strategies

The Richer Geek

Welcome back to another episode of The Richer Geek Podcast, and today we are joined by business strategist and 7-figure entrepreneur mentor Kareen Walsh! Kareen shares how she transitioned from self-employed consultant to scaling a thriving business that runs on just 10% of her time—while generating massive ROI. She reveals the keys to shifting from a "busyness" trap to true business ownership, leveraging your zone of genius, and implementing smart delegation strategies. Discover Kareen’s EVOLVE methodology for sustainable growth, the power of automation and AI in scaling, and her...

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E-Commerce Profitability: Data-Driven Growth show art E-Commerce Profitability: Data-Driven Growth

The Richer Geek

In this episode of The Richer Geek Podcast, we are joined by Adam Callinan, founder of Pentane, an innovative e-commerce profitability system. Adam shares his journey from medical devices to creating the wildly successful BottleKeeper and how those experiences led to the development of Pentane. Discover how Pentane transforms raw e-commerce data into actionable insights, helping businesses of all sizes, especially early-stage consumer brands, achieve sustainable profitability. Learn how to move beyond guesswork and emotion and embrace a data-driven approach to your e-commerce strategy....

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Creative Real Estate Investing: Mastering Lease Options, Subject-To Deals, and Tax Advantages show art Creative Real Estate Investing: Mastering Lease Options, Subject-To Deals, and Tax Advantages

The Richer Geek

Tired of the same old real estate investing strategies? It’s time to think outside the box! In this episode of The Richer Geek Podcast, we are joined by Andy Kiel to explore powerful strategies like lease options, subject-to-deals, and tax-friendly investment structures. Andy shares how he transitioned from the frustrations of traditional landlording to mastering innovative investment tactics that generate cash flow, reduce risk, and help buyers who don’t qualify for conventional loans. He breaks down how he finds and structures deals, partners with investors, and leverages tax benefits...

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Patent Power: Protecting Your AI Innovations show art Patent Power: Protecting Your AI Innovations

The Richer Geek

The AI revolution is here, and it's a gold rush.  But are you protecting your valuable AI innovations?  This week on The Richer Geek Podcast, we talk with Robert Plotkin, a leading AI patent attorney with over 25 years of experience. Robert helps cutting-edge AI companies worldwide secure patents that not only protect their intellectual property but also drive profit. In this episode, we're discussing... Patents are more than just legal weapons; they are valuable business assets that can be licensed, sold, and used to attract investment. Patents provide a crucial deterrent...

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Water is the New Gold: Decentralized Water's Future & Investment show art Water is the New Gold: Decentralized Water's Future & Investment

The Richer Geek

Water is becoming one of the most valuable resources of our time, yet the industry remains outdated, centralized, and struggling to meet growing global demands. In this episode of The Richer Geek Podcast, we are joined by Riggs Eckelberry, a nationally-renowned entrepreneur and the founding CEO of OriginClear, who is on a mission to transform the water industry through decentralized solutions and innovative investment opportunities. With a background spanning technology, nonprofit leadership, and oceangoing navigation, Riggs brings a unique perspective to fixing a broken system. He’s...

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Building a Legacy: Balancing Business, Family, and Personal Growth show art Building a Legacy: Balancing Business, Family, and Personal Growth

The Richer Geek

Welcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Moshe Popack, a visionary third-generation entrepreneur and the owner and president of YMP Real Estate Management LLC. With a diverse real estate portfolio spanning six states, Moshe is passionate about community well-being, long-term wealth creation, and fostering connections. Beyond business, he shares his remarkable journey as a father of 11, offering insights into how he navigates entrepreneurship while maintaining a strong family foundation. We also explore his contrarian investment strategies, his take...

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More Episodes

Do you feel like your money narrative is holding you back? In this episode of The Richer Geek Podcast, Amy Cook, financial advisor and founder at Maven Lane Financial Group, shares insights on how your money narrative can impact your financial decisions. She discusses how to build lasting legacies through effective financial planning strategies, overcome your money narrative, find the right financial advisor, and start planning for your future. You'll also learn tips for talking to aging parents about their finances and how to create a plan for your children's education. Whether you're just starting out or looking to elevate your finances, this episode is packed with valuable information.

In this episode, we're discussing...

  • Financial planning is a process, not a one-time event.

  • Your money narrative can shape your financial decisions.

  • It's important to find a financial advisor you trust and feel comfortable with.

  • When talking to aging parents about their finances, start by offering to meet with their advisor.

  • Consider creating a master binder with important financial documents and information.

  • There are different levels of financial planning available, depending on your needs.

  • Starting early with college planning can help offset the costs.

  • Financial success is a marathon, not a sprint. Don't get discouraged if you don't make progress overnight.

 

Resources from Amy

LinkedIn | Maven Lane Financial Group | Money Narrative

Resources from Mike and Nichole

Gateway Private Equity Group |  Nic's guide