Why Mindset Beats Strategy in Wealth Building
The Richer Geek
Happy Holidays and welcome back to another episode of The Richer Geek Podcast! Today, we are joined by Rod Khleif, a multifamily real estate investor, best-selling author, and host of a top 1% business podcast with over 20 million downloads. Rod shares his journey from growing up with very little, to losing $50M during the 2008 crash, and rebuilding a stronger, purpose-driven real estate business. This episode focuses on mindset, taking action despite fear, and why real estate continues to create opportunity during uncertain markets. If you tend to overanalyze or feel stuck waiting for the...
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Building Wealth Through Community-Driven Real Estate
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Fuquan Bilal, a seasoned real estate entrepreneur with over 25 years of experience building wealth through multifamily and luxury real estate investments. As the CEO and Founder of NNG Capital Fund, Fuquan shares how creative strategies, strong investor communication, and community impact drive long-term success. We talk about market cycles, investor trust, and what it really takes to raise capital the right way. This episode is packed with practical insights for investors and operators at every stage. In this...
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Traditional CPA vs. Strategic CPA: What Helps You Grow
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Chris Hervochon, CPA, CVA, a numbers-driven advisor who helps growth-minded entrepreneurs make smarter financial decisions. Chris shares how good accounting goes far beyond tax season, why advisory-based CPAs can save you tens of thousands, and the real difference between bookkeeping, controllers, and fractional CFOs. He also breaks down how to prepare your business for a future sale and the hidden risks most founders never check. If you're ready to run your business like the asset it should be, this episode...
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The Rich Life: Real Estate, Freedom, and Finding Your Purpose
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast, today we are joined by Christina Suter, a seasoned real estate investor, advisor, and educator. Christina shares her journey, starting with inheriting a paid-off house at 17, and explains why she views real estate as a vehicle for location, time, and choice freedom, not just money. Tune in as she discusses her shift from appreciation plays in California to high cash flow strategies like room shares , and how her "Live A Rich Life" coaching helps people find meaning and purpose beyond just achieving financial independence. In this...
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Build Income With Airbnb Arbitrage
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today, we are joined by Daanish Azim, who built a $60K/month Airbnb business without owning a single property. He lost everything in 2022, took a chance on one rental unit, and turned it into a small empire. Now he teaches others how to do the same through Airbnb arbitrage. In this episode, we chat about… What Airbnb arbitrage is and how it works Why getting property owners’ permission matters How to check city rules and avoid issues with regulations Funding the business using 0% business credit cards What today’s...
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How to Build Wealth Through Non-Food Franchising
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Jon Ostenson, one of the top 1% Franchise Consultants in the U.S., respected author, investor, and leading voice in the world of non-food franchising. Jon breaks down how everyday professionals, corporate leaders, and real estate investors can use franchising to build wealth, diversify income, and create long-term stability even without quitting their day job. In this episode, we chat about… Jon’s career path from corporate leadership to franchise president and top franchise consultant Why non-food...
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Bitcoin Meets AI: What’s Next?
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! This week, as we honor Veterans Day, today’s guest brings both service and purpose to the mic. Joshua Brooks, founder of Exponential Advisors and an Army Reserve Chaplain, combines military discipline, faith, and forward-thinking tech to help families and organizations build real financial freedom. Joshua shares how he’s blending AI, blockchain, and Bitcoin into modern financial planning, why he believes everyone should take a second look at Bitcoin, and how faith and integrity shape his work. From overcoming PTSD to leading with...
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How the Ultra-Wealthy Invest in 2025
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Richard Wilson, CEO of Family Office Club, the largest investor community for ultra-wealthy families with over 7,500+ members and 16+ in-person events every year. Richard has spent 18 years studying how the richest entrepreneurs protect and grow wealth, building a global social network of 17M+ followers and interviewing billionaires to decode what truly moves the needle. In this episode, we chat about… What the ultra-wealthy are actually investing in right now Why investors are moving away from “spray...
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Buying Castles in Spain: The Smart Way to Invest in Boutique Hotels
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, Mike and Nichole break down how U.S. investors can tap into Spain’s booming tourism market, including opportunities to buy historic boutique hotels and castles at surprisingly accessible prices. If you’ve ever dreamed of owning a cash-flowing property you can also vacation in… this one’s for you. In this episode, we chat about… Why Spain beats the U.S. in current hotel economics The hidden world of affordable castles and estates The challenges of buying overseas (and how to solve them) How the fund...
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Why Mobile Home Parks Are the Smartest Real Estate Play
The Richer Geek
Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Brad Johnson, Co-founder and Chief Investment Officer of Vintage Capital. Brad shares how mobile home park investing is quietly outperforming traditional real estate. He breaks down why this niche is attracting serious investors, the powerful tax advantages that come with it, and how it helps solve America’s growing affordable housing problem all while delivering steady, long-term returns. In this episode, we chat about… Brad’s journey from small rental properties to managing $3B+ in real estate deals ...
info_outlineWhat if your wealth could be preserved for generations, without family conflict, excessive taxes, or probate headaches? In this episode of The Richer Geek, we’re joined by Antony Joffe, Chairman of Sterling Trustees, to break down the world of trusts. From South Dakota’s unique laws to protecting your family legacy, Antony shares insights every entrepreneur, professional, and future planner should know.
In this episode, we chat about…
- Antony’s career journey from CPA and investment banker to building Sterling Trustees with his father.
- Why family trustees often create conflict (and legal risk) and how corporate trustees solve that problem.
- How South Dakota became the trust capital of America and what makes its laws stand out.
- Real-world protections trusts can offer against creditors, lawsuits, divorce, and even poor financial decisions.
- The role of technology and the future of trusts, from AI-drafted documents to blockchain accounting.
- Why entrepreneurs, especially in high-tax states like California, should consider trusts early in wealth planning.
Key Takeaways:
- Trusts aren’t just for billionaires. Even middle-class families can use them to preserve wealth and reduce probate costs.
- South Dakota leads the nation in progressive trust laws, offering tax advantages, asset protection, and strong privacy features.
- Corporate trustees provide expertise and neutrality, preventing family disputes and ensuring compliance with fiduciary duties.
- Trusts can be customized for flexibility, from staggered payouts to charitable giving, while safeguarding against divorces or creditors.
- Tech is reshaping trust management, with AI simplifying documents and blockchain promising long-term transparency.
- Start planning earlier than you think. Even in your 30s or 40s, a trust can protect future business exits, stock options, or inherited assets.
Resources from Antony
LinkedIn | sterlingtrustees.com | Tax Savings Calculator | Contact Antony: 610-314-8590
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide