From Special Ops to CEO: Data & AI for Business
The Richer Geek
Join us for another exciting episode of The Richer Geek Podcast as we dive into the transformative world of data and technology with Collin Graves, CEO of North Labs, a leading fractional cloud data analytics firm that has helped over 1,000 organizations unlock their potential through data-driven strategies. If you're curious about leveraging cloud strategies, unlocking AI's potential, or optimizing your data for success, this conversation is packed with valuable insights you won’t want to miss! In this episode, we’re discussing… Collin Graves’ inspiring journey from the Air Force to...
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From Idea to Impact: Securing Your Startup's Future
The Richer Geek
Happy New Year, and welcome back to The Richer Geek Podcast! In this episode, Daniel Barnard, host of CapitalFit and experienced investor, shares tips on raising capital, building networks, and growing your business. With 27 years in the industry, Daniel offers practical advice for entrepreneurs on securing funding and attracting the right partners. Join us as we dive into Daniel’s expertise, his work with startups like MedWatch, and his passion for creating impactful ventures. In this episode, we're discussing... The Role of a Connector: Learn how Daniel bridges the gap between...
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Exit Strategy: Freedom for Business Owners
The Richer Geek
Merry Christmas and welcome back to another episode of The Richer Geek Podcast! Today, we have a special guest, Joseph LoPresti, a seasoned founder of Arlington Wealth Management with over 39 years of experience in the financial services industry. Joseph is passionate about helping business owners achieve financial security and prosperity. In this episode, Joseph shares his insights on the unique challenges business owners face when it comes to financial planning. He discusses the importance of having a personal CFO, creating a proactive planning team, and leveraging virtual family offices for...
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From Rap Star to Wall Street: How to Invest Like a Pro
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, we have a very exciting guest, Kevin Davis. Kevin's journey began as a recording artist signed with Warner Brothers Records, but his passion for finance led him to Wall Street, where he gained experience as a stockbroker. Seeing a need for accessible investment education, he created Investment Dojo, a gamified stock simulator app that helps people of all ages build confidence in investing. In this episode, Kevin shares his inspiring story, discusses the importance of understanding your investments, and explains how Investment...
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Unlock Financial Freedom Through Franchising
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, we're joined by Greg Mohr, author of "Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used for Building Wealth." Greg dives deep into the world of franchising, exploring its different forms, investment levels, and how it can be a path to financial freedom. In this episode, we're discussing: Diverse Franchise Models: Franchising is not confined to traditional brick-and-mortar brands like McDonald’s or Taco Bell. It spans essential services (e.g., HVAC, plumbing, senior care), boutique...
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Is Gold Still The Ultimate Safe Haven in 2024
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! We hope you had a wonderful Thanksgiving last week filled with gratitude, good food, and great company. As we dive into December, we're bringing you an exciting discussion about the power of gold in today’s economy. Today, we’re joined by Dean Heskin, President and CEO of Swiss America Trading Corporation, to explore why gold remains a top safe haven investment. With nearly three decades of expertise, Dean shares his insights on why gold is expected to experience significant gains in the coming years, despite financial...
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Co-Living: A New Era of Rental Income
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, we’re diving deep into the transformative world of co-living with Grant Shipman, a leading authority in this booming real estate niche. As the founder of Livingsmith, Grant has achieved an extraordinary 97% lifetime occupancy rate and an average tenant stay of 25.2 months. He shares how a chance discovery and lessons from intentional living communities catapulted him from delivering pizzas to achieving financial freedom in just 15 months. Discover what co-living truly means, why it’s not just "renting by the room," and how...
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Unleashing Creativity and Hidden Potential
The Richer Geek
On today’s episode of The Richer Geek Podcast, we have the extraordinary David Drebin, a multidisciplinary artist working in various art forms, producing limited edition works including Photographs, Lightboxes, Neon Light Installations, Diamond Dust works and more. David shares his unique approach to empowering individuals to uncover their hidden potential. From his early days as a photographer to his current mission of inspiring others, he offers valuable insights into creativity, self-discovery, and the transformative power of human connection. In this episode, we're discussing... The...
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Startup Secrets: A VC Insider's Guide to Funding and Growth
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today, we talked to Kevin White, co-founder of Exbo Group, a firm specializing in finance operations, strategy support, and M&A diligence for growth-stage companies. Kevin shares valuable insights on fundraising strategies, financial operations, and M&A diligence. In this episode, we’re discussing... The Changing VC Landscape: Learn how the VC landscape has shifted post-pandemic, with a focus on profitability and cash efficiency. The Role of the Modern CFO: Discover the essential qualities of a modern CFO and how Exbo...
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The Psychology of Wealth: Emotional vs. Rational Investing
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Jonathan Blau, founder and CEO of Fusion Family Wealth, a Long Island-based, fee-only registered investment advisory firm. Jonathan shares his expertise on behavioral finance and the techniques he uses to help clients make rational, well-informed financial decisions—even under stressful market conditions. Jonathan breaks down the psychology behind wealth management, explaining why many investors struggle with emotional decisions and how he guides his clients to avoid common pitfalls. He shares powerful...
info_outlineWe welcome back Jacob Vanderslice, Principal of VanWest Partners, a Denver-based real estate firm managing over $195 million in assets. Jacob discusses the challenges of today’s real estate market, from rising interest rates to shifting investor sentiment. He shares strategies for managing risk, the effects of market fluctuations on self-storage investments, and how VanWest uses conservative underwriting to stay resilient. Tune in for his insights on the state of real estate, the bid-ask spread, and the importance of conservative leverage in today's economy.
In this episode, we're discussing...
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Challenges in the Market: Jacob discusses the difficulties faced in capital raising due to rising interest rates and how they’ve impacted real estate transactions.
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Risk Mitigation: VanWest Partners takes a conservative approach to underwriting, ensuring their models account for possible market fluctuations.
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Investor Sentiment: The episode covers the shift in investor behavior, with many opting for safer investments like treasury bonds over riskier real estate projects.
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Bid-Ask Spread: Jacob highlights the gap between buyer and seller expectations, particularly in self-storage and other asset classes, as interest rates affect asset valuations.
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Self-Directed IRAs: Learn how investors can use self-directed IRAs to invest in private real estate vehicles and the tax implications of using retirement accounts versus cash.
Resources from Jacob
LinkedIn | VanWest Partners | Jacob's Email
Resources from Mike and Nichole