Revolutionary Banking Strategy That Pays Off Debt 4X Faster with Bill Westrom
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, we're exploring a revolutionary banking strategy that's completely changing how Americans save, invest, and conquer debt. Forget everything you thought you knew about traditional banking – it's time for a major financial upgrade. Our guest, Bill Westrom, co-founder and CEO of TruthInEquity.com, brings 30 years of invaluable banking and lending experience to the table. He's here to expose how the traditional financial system often fails families and, more importantly, how to fix it. Bill will explain his innovative "credit...
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The Evolution of Luxury Vacation Rentals with Stephen Petasky
The Richer Geek
Welcome back to The Richer Geek Podcast! Today’s guest is Stephen Petasky, CEO and Founder of The Luxus Group. For the past 17 years, Steve and his team have helped deliver over 20,000 luxury vacations across North and Central America, the Caribbean, and Tuscany. Steve shares how The Luxus Group creates a high-end, consistent travel experience and works with global luxury brands to deliver real value.Whether you're a real estate investor, a vacation rental owner, or just love traveling in style, this episode gives you real insights into the future of luxury travel and hospitality. In this...
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From Oil Fields to Financial Freedom Through Real Estate
The Richer Geek
Looking to turn your career experience into real estate success? In this episode of The Richer Geek Podcast, Casey Gregersen shares how he went from working in the oil fields to building wealth through real estate. How did Casey make the leap from a corporate job to owning fitness studios and launching Bighorn Capital Fund? You’ll learn why he chose Wyoming as his market, how his engineering background gives him an edge, and how passive investing can help you reach financial freedom. Curious how you can get started too? Tune in and find out! In this episode, we’re discussing… From...
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Beyond the W-2: How to Achieve Real Estate Lifestyle Freedom
The Richer Geek
Welcome to another episode of The Richer Geek Podcast! It's June already, can you believe we're almost halfway through the year? If you're feeling that mid-year slump, perhaps even dreaming of building a life you don't need a vacation from, then get ready to be inspired and gain ideas from this conversation. We're joined by Jeremy Beland, a real estate investor and co-founder of REI Freedom. At 40, Jeremy boldly sold his townhouse, downsized, and used the equity to begin his wholesaling journey, ultimately achieving 450+ off-market acquisitions and $10 million in gross profits. Now, managing...
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Rethinking Wealth When Kids Aren’t in the Plan
The Richer Geek
Welcome back to The Richer Geek Podcast! Today, we’re switching things up with a powerful conversation on redefining wealth and lifestyle. Our guest is Bri Conn, Chief Experience Officer at Childfree Wealth®, a life and financial planning firm dedicated to helping childfree and permanently childless people design a life they love. Bri shares her journey into this unique space, the principles behind their approach, and how the FILE (Financial Independence, Live Early) philosophy encourages living fully, now, not just in retirement. It’s time to rethink what financial freedom really means....
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From Duplexes to Millions: Building a Multifamily Empire
The Richer Geek
Want to learn how to make big money in real estate? Join us as Christian Osgood shares his simple steps to buying over 300 rental properties in just three years. Find out how he retired his wife and built his dream home. Get easy tips on seller financing, fixing tough properties, and what mistakes to avoid. Tune in for clear, actionable advice on growing your own real estate business! In this episode, we're discussing... Fast Growth: Christian quickly moved from small duplexes to bigger multifamily deals, realizing this was essential to reach financial freedom quickly after a personal...
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From NFL Field to Finance Titan: The Unconventional Playbook for Building Wealth & Legacy
The Richer Geek
Ever wondered how a Super Bowl champion pivots from the gridiron to the world of finance and venture capital? Join us as we dive deep with former New Orleans Saints superstar Marques Colston, co-founder of Champion Venture Capital. Discover the secrets behind his unlikely transition, the mistakes athletes and everyday individuals make in wealth management, and his how-to guide for building a lasting legacy. Marques shares his unique perspective on identifying game-changing opportunities in sports tech, real estate, and beyond, and reveals how CVP is democratizing access to this traditionally...
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Strengths Over Struggle: How Coaching Unlocks Your True Leadership Potential
The Richer Geek
Feeling stuck, burned out, or like you’ve hit a ceiling in your career or business? You’re not alone, and more importantly, you don’t have to stay there. Welcome back to another episode of The Richer Geek Podcast. Today, we are joined by Ryan Crittenden, Ph.D., of XL Coaching to explore the importance of coaching for both entrepreneurs and professionals. With a Ph.D. and years of experience in strengths-based leadership coaching, Ryan explains why going it alone can lead to stagnation, and how expert guidance can help you move forward with clarity and purpose. In this episode, we're...
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Invest in the Future: Pre-IPO Access & the AI Boom
The Richer Geek
Think pre-IPO investments are just for billionaires? Think again. Welcome back to another episode of The Richer Geek Podcast! Today’s guest is Mike Ivancie, CMO at UpMarket, an alternative investment platform that’s opening the door for accredited investors to access private market opportunities once reserved for the ultra-wealthy. Since 2019, UpMarket has helped individuals invest over $150 million into assets like pre-IPO shares in SpaceX, Neuralink, Stripe, and OpenAI, as well as hedge funds, private equity, and real estate. Mike’s mission is to break down barriers and grow the...
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Avoid Year-End Surprises: Weekly Accounting for Financial Clarity
The Richer Geek
Are year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round. Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You’ll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key. Whether you're a real...
info_outlineThe 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...
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Patents are more than just legal weapons; they are valuable business assets that can be licensed, sold, and used to attract investment.
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Patents provide a crucial deterrent against competitors, even if you never intend to initiate a lawsuit. They also significantly increase your company's valuation for potential acquisition.
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AI-assisted creations, including prompts and inventions developed using AI, can be patentable, but the specifics are crucial.
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Strategic IP is paramount for AI company success, impacting fundraising, profitability, talent acquisition, and exit strategies.
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While copyright and trade secrets offer some protection, patents provide unique and powerful safeguards for AI innovations.
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Patent litigation, though often expensive, is increasingly accessible to startups through innovative financing options.
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Early consultation with a patent attorney is vital to avoid inadvertently forfeiting patent rights through premature public disclosures.
Resources from Robert
LinkedIn | Blueshift IP | The Genie in the Machine | AI Armor
Resources from Mike and Nichole