Massive Passive Cash Flow Podcast
The podcast that guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.
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Episode 330: Exploring Innovative Housing Solutions, with Kurt Volkman
04/24/2025
Episode 330: Exploring Innovative Housing Solutions, with Kurt Volkman
Kurt acted as the Director of Corporate & Commercial Architecture and Urban Planning at Legat Architects in Chicago, where he led Midwest and National teams in the design and delivery of hospitality, entertainment, multifamily, retail, senior living, and life science projects. He is an active advocate of Enlightened Urbanism, marrying urban planning, evidence-based design, and experiential design to create a sense of place by incorporating principles of wellness and sustainability into every project. Kurt’s industry knowledge and focus on collaborative design solutions will be integral to HED’s effectiveness toward its mission: Advancing Your World, through the Positive Impact of design, our teams create exceptional solutions for our clients, the community, and the world. What You Will Learn: Who is Kurt Volkman? How does Kurt Volkman define the criteria for affordable housing projects? How can architecture contribute to creating a sense of community in new developments? How competitive is the landscape for obtaining tax credits for affordable housing? What strategies are being explored to finance affordable housing projects? How does Kurt approach the challenges of finding suitable sites for new housing projects? What are the current trends in materials used for constructing affordable housing? What considerations must be made when designing buildings that exceed three stories? What benefits does creating a walkable community provide to residents and businesses? What strategies are used to ensure retail spaces remain viable in new developments? How does Kurt design spaces to enhance safety and retention for residents? How do new construction and renovation compare in terms of speed and cost-effectiveness for affordable housing? What are the challenges of converting office buildings into residential spaces? How can industry professionals stay informed about trends and regulations in architectural design? What resources can individuals use to research architectural practices in their areas? What organizations provide valuable information for understanding housing development and architecture? How can understanding local building trends inform investment decisions in real estate? What key advice does Kurt offer for those interested in the architectural and real estate industries? Kurt shares how everyone can contact him. Additional Resources from Kurt Volkman: Website: Email: [email protected] LinkedIn: Facebook: Instagram: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 329: Optimizing Investment Opportunities, with Shane Carter
04/23/2025
Episode 329: Optimizing Investment Opportunities, with Shane Carter
Shane is President and CEO of Hampshire Capital, LLC based in NH. Hampshire Capital, LLC buys, develops, renovates, repositions and holds apartment buildings, commercial assets and land in New England and the Southern states. Shane has over 25 years of active real estate experience under his belt. Since 1996, Shane has acquired, renovated and managed more than $305M in multi-family and commercial assets and has developed and built over $110M in real estate through his construction and development firm. What You Will Learn: Who is Shane Carter? What prompted Shane to transition from working with the Forest Service to real estate? How did Shane get started in real estate while living in Colorado? What were Shane’s initial experiences with house flipping and wholesaling? How did Shane's career evolve from real estate sales to general contracting? What challenges did Shane face during the housing market crash in 2008? How does Shane define the importance of mindset in achieving success? What role does health and fitness play in Shane's approach to personal development? What does Shane believe is essential for individuals seeking to optimize their lives? How does Shane suggest listeners can benefit from surrounding themselves with positive influences? How can incentive programs like Opportunity Zones address the affordable housing shortage? What innovations in construction, such as tiny homes and modular homes, are emerging to meet housing needs? What are some common mistakes or myths people have about real estate investing? How do wealthy individuals typically allocate their investments compared to the average investor? Why is diversification across different asset types important in real estate investing? What are the benefits of investing in multifamily properties, according to Shane? How does outdoor hospitality fit into Shane’s investment strategy? How does Shane ensure that the assets in his fund are of high quality and long-term value? What role does lifestyle choice play in the demand for outdoor hospitality options? Shane shares how everyone can contact him. Additional Resources from Mark Anderson: Website: Facebook: LinkedIn: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 328: Investing with Integrity, with Jean Paul Szita
04/16/2025
Episode 328: Investing with Integrity, with Jean Paul Szita
JEAN PAUL SZITA is the CEO of BEO Investments LLC, a boutique investment firm based in Miami, Florida, specializing in capital preservation through tangible assets. With over 25 years of real estate experience, Jean Paul built a $1.2 billion portfolio from the ground up and led more than $2.5 billion in transactions across hotels, office properties, raw land, and developments. Known for his conservative approach and focus on execution, he leverages his extensive expertise and strong values to deliver secure and meaningful opportunities for investors. What You Will Learn: Who is Jean Paul Szita? How did Jean Paul's early experiences in business shape his approach to entrepreneurship? How did Jean Paul's experiences with venture capital affect his view on investing? What pivotal moment led Jean Paul to transition into real estate investing? How did Jean Paul’s mentor influence his understanding of the real estate industry? What strategies did Jean Paul employ to create investment vehicles during the financial crisis? What lessons did Jean Paul learn from managing a large team compared to a smaller, more focused team? How does Jean Paul approach capital preservation in his investment strategies? How does having a strict legal framework benefit Jean Paul's negotiation power? Why is it important for Jean Paul to keep debt levels low in his investments? Why does Jean Paul emphasize the importance of long-lasting relationships with investors? What strategies does Jean Paul use to ensure investor satisfaction and long-term collaboration? How does Jean Paul incorporate his spiritual beliefs into his investment philosophy? What are the key elements of Jean Paul's investment vehicles for clients? How does Jean Paul tailor his investment strategies to meet the needs of different clients? What types of properties does Jean Paul focus on for the more aggressive investment fund? How does Jean Paul balance aggressive investment strategies with capital preservation? What opportunity does Jean Paul see in the current market conditions for real estate? Jean Paul shares how everyone can contact him. Additional Resources from Jean Paul Szita: Website: LinkedIn: X: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 327: Exploring Hedge Fund Strategies with Mark Anderson, with Mark Anderson
04/11/2025
Episode 327: Exploring Hedge Fund Strategies with Mark Anderson, with Mark Anderson
MARK ANDERSEN has been a successful independent derivatives trader for nearly a decade, with experience in data science, applied mathematics, and optimal portfolio construction. He began his career under the mentorship of experienced fund managers before launching MBH Capital Management. He is a seasoned derivatives trader with extensive experience in 0 Days To Expiration index options since the market’s inception. During this time, he has developed several profitable, institutional-level portfolios. These quantitative portfolios utilize automation to respond to signals that exploit intra-day pricing dynamics in the expiring index options market. He believes in a balanced approach to portfolio construction, balancing mechanical quantitative trades and long-volatility trades alongside trend-based signals to limit risk. He also dedicates significant effort to self-development through his involvement with Tony Robbins and his philanthropic efforts to end child sex trafficking with his favorite charity, Marci. What You Will Learn: Who is Mark Anderson? What was Mark Anderson's background before entering the real estate industry? How did Mark transition from construction to real estate investing? How did Mark achieve financial freedom through his investments? What are the advantages of Section 8 housing in Mark's investment approach? What challenges does Mark identify with the current real estate investment landscape? How does Mark assess the risks associated with individual real estate investments? What does Mark mean by "gambling" in the context of real estate? How does liquidity factor into Mark's investment philosophy? What insights does Mark provide about government involvement in real estate? What alternative rental strategies is Mark exploring, such as mid-term rentals? How does Mark's hedge fund operate with minimal overnight risk? What is geometric compounding, and how does it apply to investment strategies? What are the key benefits of participating in Mark's fund for potential investors? What steps are involved in registering a hedge fund with the SEC? What challenges does Mark face in raising capital for his hedge fund? How does Mark differentiate between hedge funds and traditional real estate investments? What advice does Mark give about being cautious with private investments? How does Mark encourage investors to approach new investment opportunities? What common pitfalls does Mark warn about in the investment landscape? How does Mark emphasize the importance of liquidity in investment choices? Mark shares how everyone can contact him. Additional Resources from Mark Anderson: Website: Phone: +11(55)3345678 LinkedIn: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 326: Maximizing Online Visibility with Effective SEO, with Travis Bliffen
04/08/2025
Episode 326: Maximizing Online Visibility with Effective SEO, with Travis Bliffen
TRAVIS BLIFFEN, CEO of Stellar SEO, leads an award-winning digital marketing agency with a distinguished track record spanning over a decade. His expertise shines in challenging industries such as legal, real estate, and finance, where he has helped numerous clients recover from search engine penalties and solve complex SEO problems. His profound understanding and strategic approach have solidified his reputation as a go-to expert in high-stakes SEO scenarios. Travis has published over 500 articles on SEO and link building and has been featured on countless podcasts, including “The Top 1%,” and “Jeremy Ryan Slate Podcast.” What You Will Learn: Who is Travis Bliffen? What prompted Travis to transition from a military career to working in SEO? How did Travis get started in the SEO industry after working with the Department of Corrections? What common misconceptions do business owners have about SEO and online marketing? Why is it important for SEO strategies to align with a business's desired outcomes? How can businesses measure the effectiveness of their SEO efforts beyond just traffic? What is the definition of SEO, and how does it enhance visibility on search engines? How does Travis explain the difference between commercial and informational keywords? What challenges did the first client face after working with a previous SEO agency? How did Travis help the mortgage broker increase his website traffic and close more loans? Why is SEO considered a "slow burn" compared to other marketing strategies? How can businesses optimize their online presence to attract local customers? How important is consistency in messaging across various platforms for local SEO? What should businesses do if they operate in a remote location with limited local SEO opportunities? What strategies can be employed by businesses that do not have a physical presence in a competitive market? What are some common mistakes real estate agents make regarding their online presence? How can real estate agents become experts in specific locations to improve their SEO? Why should real estate agents focus on promoting their services rather than just property listings? How can agents establish a referral network to leverage their specialized knowledge? What are the risks associated with unrealistic promises in SEO marketing? How can businesses measure the success of their SEO campaigns realistically? Travis shares how everyone can contact him. Additional Resources from Travis Bliffen: Website: LinkedIn: X: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 325: Building Wealth Through Self-Storage, with Clint Harris
04/03/2025
Episode 325: Building Wealth Through Self-Storage, with Clint Harris
Clint Harris is a professional real estate investor, entrepreneur, and handles capital raising and investor relations at Nomad Capital. He owns Going Coastal Property Management and hosts the Truly Passive Income podcast. With a background in medical sales, Clint built a lucrative multifamily real estate portfolio, converted to high-performing AirBnB properties. Frustrated with management services, he founded Going Coastal Property Management. For diversification, Clint transitioned to self-storage investments, eventually joining Nomad Capital as a general partner, buying old big box retail buildings and converting them to self storage. Having raised capital for over $100 million in stabilized assets, his mission is to inspire financial, location, and time independence for investors. What You Will Learn: Who is Clint Harris? How did Clint Harris transition from a 16-year career in medical sales to real estate investing? What pivotal moment led Clint to realize the need for financial, time, and location independence? How did Clint's first experience with real estate, buying a duplex, influence his investment strategy? What challenges did Clint face while building his initial portfolio of single-family homes? How does the syndication model work, and who does Clint target as potential investors? What advantages does self-storage offer compared to traditional real estate investments? How does Clint's team approach the conversion of old retail buildings into self-storage facilities? What criteria does Clint’s team use to evaluate potential investment properties? How does Clint ensure that his investment strategy remains focused and disciplined? What goals does Clint have for Nomad Capital in terms of asset management and growth? What key character traits are common among successful individuals, according to Clint? How does Clint prioritize family time while managing his business and investments? What specific factors does Clint consider when evaluating the viability of a self-storage project? How has the real estate market changed in Virginia, and what opportunities does Clint see there? What insights does Clint provide about the storage industry's resilience during economic fluctuations? How does Clint describe the changing demographics of self-storage users, particularly among millennials? What advantages does Clint see in investing in self-storage compared to other asset classes? How does Clint differentiate between active real estate investing and passive investment strategies? Clint shares how everyone can contact him. Additional Resources from Clint Harris: Website: Email: [email protected] LinkedIn: Podcast: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 324: Establishing a Strong Online Presence for Agents, with William Hegmann
03/28/2025
Episode 324: Establishing a Strong Online Presence for Agents, with William Hegmann
After 15 years in Technology and Sales (including 15 years at Dell Computers), William Hegmann decided to bring his technological expertise and sales experience to the Real Estate world. Since 2016, William has trained over 73,000 real estate agents across the world (including the US, Canada, New Zealand, Mexico, Australia and South Africa) to generate leads using social media. To date, the Social Agent program has helped agents and lenders generate approximately 22 Million leads and facilitated over $400 million in agent to agent referral business. On top of that, William co-founded Realty Solutions, a residential real estate brokerage based out of Austin, TX, Social Agent University, a lead generation, management, and follow-up service that specializes in helping real estate brokerages leverage lead generation for their agents and now Social Agent Content Hub! In his spare time, William loves spending time with his girls, collecting shoes, and enjoying all the wonderful things life has to offer. What You Will Learn: Who is William Hegmann? How did William Hegmann transition from a successful career at Dell to founding his own company, The Social Agent? What challenges did William face during his initial years in real estate? How did William's experiences with lead generation companies influence his approach to marketing? What are the first three steps a new agent or business owner should take to establish an online presence? How important is social media for agents, and what strategies should they implement? How does William utilize various social media platforms differently based on the industry or target audience? What lessons has William learned from his entrepreneurial journey, including his successes and failures? How does William's current business model support agents in focusing on sales rather than lead generation? What role do business development representatives (BDRs) play in William's real estate team? How can interested individuals reach out to William for his services or training? In what ways has William expanded his client base internationally? What is William's philosophy on engaging new agents versus veteran agents in the real estate industry? How does William recommend using social media for marketing without being overly promotional? What are the benefits of using organic content alongside paid advertising in social media marketing? William shares how everyone can contact him. Additional Resources from William Hegmann: Website: Email: [email protected] LinkedIn: Facebook: TikTok: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 323: Understanding Insurance Coverage for Homeowners and Renters, with Jill Brumbaugh
03/26/2025
Episode 323: Understanding Insurance Coverage for Homeowners and Renters, with Jill Brumbaugh
Jill Brumbaugh is a dedicated insurance and financial services professional with a passion for helping individuals, families, and businesses secure their financial futures. With extensive experience in the insurance industry, Jill specializes in crafting personalized coverage solutions that provide peace of mind and long-term security. Her expertise spans auto, home, life, health, and business insurance, ensuring that clients receive comprehensive protection tailored to their unique needs. Known for her client-focused approach, Jill takes pride in educating her customers, simplifying complex policies, and guiding them through important financial decisions What You Will Learn: Who is Jill Brumbaugh? How did she transition into the insurance industry? What are the key differences between replacement cost and actual cash value in homeowners insurance? Why is it important for homeowners to understand the distinction between replacement cost and market value? What types of personal property should be scheduled for additional coverage in homeowners insurance? What are the implications of choosing basic fire coverage versus an all peril policy for rental properties? How can landlords protect themselves and their properties with the right insurance coverage? What are the differences between named peril and all peril policies for rental properties? Why is it important for tenants to have renters insurance, and what does it typically cover? What factors should landlords consider when requiring tenants to have renters insurance? What is the purpose of bundling insurance policies, and how can it benefit homeowners? How do claims follow a homeowner if they move to a new property? What is the Lexus Nexus database, and how does it relate to insurance claims and property history? What are the implications of having a vacant property for more than 30 days regarding insurance coverage? What types of coverage should landlords consider for vandalism and burglary in rental properties? What is service line coverage, and why might homeowners want to consider it? How does flood insurance work, and what should homeowners know about its requirements? What are the potential risks of not having water backup coverage for older properties? How can homeowners increase coverage for detached structures on their property? Jill shares how everyone can contact her. Additional Resources from Jill Brumbaugh: Website: Email: Phone: 724-220-1046 LinkedIn: https://www.linkedin.com/in/brumbaughinsurance/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 322: Transforming Investments into Businesses, with Dustin Heiner
03/21/2025
Episode 322: Transforming Investments into Businesses, with Dustin Heiner
Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON) Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help 1 MILLION people to invest in real estate and achieve financial freedom. Through his work at MasterPassiveIncome.com and REWBCON Dustin Heiner has become one of the leading real estate rental property experts. Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again. Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country. What You Will Learn: Who is Dustin Heiner? How has the real estate market changed over the past three years, according to Dustin Hiner? What advice does Dustin give regarding the best time to invest in real estate? What mindset shift does Dustin suggest for real estate investors? What experiences has Dustin had with property management and investing in different types of properties? How does Dustin prioritize cash flow over appreciation in his investment strategy? What strategies does Dustin recommend for building a successful real estate business? How can investors ensure they hire the right people for their real estate business? What are the key benefits of attending the Real Estate Wealth Builders Conference mentioned by Dustin? How does the conversation highlight the importance of collaboration and community in real estate investing? How does Dustin feel about the fulfillment gained from coaching others? What resources does Dustin offer for free to support aspiring investors? How does Dustin use conferences to connect people in the real estate investing community? What types of properties does Dustin focus on in his coaching? What strategies does Dustin recommend for investing in real estate during challenging market conditions? What is the significance of co-living in the current rental market? How does Dustin suggest investors should approach property management and hiring? What is Dustin's perspective on the importance of networking within the real estate community? Dustin shares how everyone can contact him. Additional Resources from Dustin Heiner: Website: LinkedIn: Instagram: Facebook: Twitter: Youtube: Spotify: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 321: Empowering Success in Real Estate, with Modupe Idowu
03/20/2025
Episode 321: Empowering Success in Real Estate, with Modupe Idowu
Modupe Idowu is a REMLO—a licensed Realtor in Texas & Missouri and a Lender in all 50 states, dedicated to helping individuals and families navigate the homebuying process with confidence. She has been a member of the GIA team since 2020. With a background in investigative journalism, Modupe is a two-time Emmy nominee and Emmy Award winner, formerly working in TV news as a reporter and anchor. Bridging her passion for storytelling and financial empowerment, she created Mo’s Homebuyer Bootcamp Challenge, a hands-on program designed to help first-time buyers overcome fear and uncertainty in the homeownership journey. The boot camp provides expert guidance on the buying process, hurdles to homeownership, and strategies to overcome financial barriers, including high debt-to-income ratios and mortgage credit readiness. To further support homebuyers, she developed a Financial Tracker, a tool designed to help individuals assess their financial standing, improve their debt-to-income ratio (DTI), and track savings goals for a successful home purchase. With years of experience in real estate investment, negotiations, and creative marketing strategies, Modupe has helped countless buyers and sellers achieve their property goals. Whether through her role as a Realtor, Lender, or Educator, she remains committed to empowering individuals to make informed, strategic decisions on their journey to homeownership. What You Will Learn: Who is Modupe Idowu? What background does Modupe (Mo) have before entering the real estate industry? How did Mo transition from journalism to real estate? What insights does Mo share about her experiences in the media field and the restrictions that come with it? What unique challenges does Mo highlight about starting her career in real estate? How does Mo describe the importance of building a network in the real estate business? What is the purpose of the boot camp that Mo created, and who is it aimed at? How did the COVID-19 pandemic influence the development of Mo's home buyer boot camp? What educational strategies does Mo employ in her boot camp to help first-time homebuyers? How does Mo integrate different learning styles into her boot camp curriculum? How does Mo's experience in various states contribute to her ability to educate clients across the U.S.? How can new agents leverage courses or digital products to build credibility and confidence? What niche does Mo suggest new agents focus on to establish themselves in the market? Why is it important for agents to think about both immediate deals and future opportunities? How does Mo address the different learning styles of students in her training program? What additional digital products will be offered alongside the boot camp? How does Mo's financial tracker assist buyers in preparing for homeownership? Modupe shares how everyone can contact her. Additional Resources from Modupe Idowu: Website: Email: [email protected] Instagram: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 320: Building a Successful Property Management Strategy, with David Chesnosky
03/12/2025
Episode 320: Building a Successful Property Management Strategy, with David Chesnosky
Based in San Francisco, David works with a wide range of clients, from individual renters to property management companies and real estate investors. His expertise lies in efficiently matching tenants with the perfect apartment that meets their needs and budget. David's personalized approach, attention to detail, and commitment to exceptional customer service have earned him a reputation as one of the top leasing brokers in the city. His success can be attributed to his deep familiarity with the diverse neighborhoods of San Francisco, staying up-to-date on rental trends, market conditions, and the unique characteristics of each area. Whether clients are seeking a cozy studio in a vibrant neighborhood or a luxurious penthouse with panoramic views, David has the resources and connections to find the ideal residential property. What You Will Learn: Who is David Chesnosky? What is his expertise related to the rental market in the Bay Area? How did David get started in the real estate business? What experiences did David have while managing a corporate furnished apartment building? How does the rental market differ between downtown San Francisco and other neighborhoods? What are the advantages of investing in multifamily properties versus single-family homes in San Francisco? What improvements can property owners make to maximize rental income? What common mistakes do homeowners make in the rental market? Why is it important for property owners to stay informed about rental regulations and compliance? What are the benefits of hiring a property management company versus managing rentals independently? How can hiring a property management company help investors optimize their returns? What strategies does David use to attract tenants to his rental properties? How does the rental market in San Francisco differ from that in cities like New York? What platforms does David utilize to market his rental listings? How does social media play a role in attracting leads for rental properties? What percentage of tenants seeking rentals in San Francisco are new arrivals to the city? What should investors consider when purchasing rent-controlled properties? Why is a long-term investment horizon important for success in the San Francisco rental market? How do property owners benefit from maintaining good relations with tenants under rent control? What incentives are currently being offered to investors for building or renovating affordable housing in San Francisco? How can property owners effectively manage tenant turnover to maximize rental income? What resources are available for property owners to understand legal compliance and tenant screening? David shares how everyone can contact her. Additional Resources from David Chesnosky: Website: Email: [email protected] LinkedIn: Instagram: TikTok: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 320: Building a Successful Property Management Strategy, with David Chesnosky
03/12/2025
Episode 320: Building a Successful Property Management Strategy, with David Chesnosky
Based in San Francisco, David works with a wide range of clients, from individual renters to property management companies and real estate investors. His expertise lies in efficiently matching tenants with the perfect apartment that meets their needs and budget. David's personalized approach, attention to detail, and commitment to exceptional customer service have earned him a reputation as one of the top leasing brokers in the city. His success can be attributed to his deep familiarity with the diverse neighborhoods of San Francisco, staying up-to-date on rental trends, market conditions, and the unique characteristics of each area. Whether clients are seeking a cozy studio in a vibrant neighborhood or a luxurious penthouse with panoramic views, David has the resources and connections to find the ideal residential property. What You Will Learn: Who is David Chesnosky? What is his expertise related to the rental market in the Bay Area? How did David get started in the real estate business? What experiences did David have while managing a corporate furnished apartment building? How does the rental market differ between downtown San Francisco and other neighborhoods? What are the advantages of investing in multifamily properties versus single-family homes in San Francisco? What improvements can property owners make to maximize rental income? What common mistakes do homeowners make in the rental market? Why is it important for property owners to stay informed about rental regulations and compliance? What are the benefits of hiring a property management company versus managing rentals independently? How can hiring a property management company help investors optimize their returns? What strategies does David use to attract tenants to his rental properties? How does the rental market in San Francisco differ from that in cities like New York? What platforms does David utilize to market his rental listings? How does social media play a role in attracting leads for rental properties? What percentage of tenants seeking rentals in San Francisco are new arrivals to the city? What should investors consider when purchasing rent-controlled properties? Why is a long-term investment horizon important for success in the San Francisco rental market? How do property owners benefit from maintaining good relations with tenants under rent control? What incentives are currently being offered to investors for building or renovating affordable housing in San Francisco? How can property owners effectively manage tenant turnover to maximize rental income? What resources are available for property owners to understand legal compliance and tenant screening? David shares how everyone can contact her. Additional Resources from David Chesnosky: Website: Email: [email protected] LinkedIn: Instagram: TikTok: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 319: Creating a Positive Culture in Real Estate, with Tom Curtin
03/05/2025
Episode 319: Creating a Positive Culture in Real Estate, with Tom Curtin
Tom embarked on his real estate journey in 2001, working alongside his wife Joanne to build the operational foundation of the Curtin Team. Leveraging insights from his previous marketing roles, Tom played a pivotal role in assembling a team of top-notch Realtors and Administrative staff. Together, they cultivated a client-centered organization that has successfully closed over $700 million in sales and facilitated 2,000 transactions. A driving force behind the launch of the Keller Williams Realty Roswell Market Center, Tom's strategic leadership has positioned it as one of the premier offices in the Southeast Region. Beyond his executive role, Tom manages a real estate portfolio in North Atlanta and shares his expertise, teaching others to create wealth through real estate. Tom's passion for investing and commitment to helping others achieve financial freedom define his professional journey. He strongly advocates for work-life balance. This principle inspired the team approach in his real estate practice, allowing fellow Realtors the rare opportunity to enjoy both professional success and personal fulfillment. Tom has a business degree from the prestigious Honors Program at the University of Georgia and is a Roswell High School alum. Outside the office, you'll find him hiking or at his cabin in Blue Ridge, embodying the balance he values. Tom and Joanne, proud parents of two high schoolers, call Milton home. What You Will Learn: Who is Tom Curtin? How did Tom and his wife, Joanne, get started in real estate? What motivated Joanne to transition from teaching to a career in real estate? What challenges did Tom and Joanne face in their early days of building a real estate team? What were some pivotal moments in their early career that shaped their approach to real estate? How did the lack of experience in working with buyers affect their initial success? How important is it to have a clear hiring process when building a team? How did they maintain a positive work environment and culture within their growing team? How did Tom and Joanne adapt to the challenges of managing a larger team? What strategies did they implement to ensure effective management of their team? What insights does Tom have about the importance of being present in the office? How do market shifts influence Tom's approach to leadership and management? What factors contribute to the continued growth of the Roswell and greater Atlanta area? What is the current state of the real estate market in Roswell compared to Blue Ridge? How do Tom and Joanne approach investment opportunities in the area? What strategies do they use to communicate their willingness to buy homes to their database? How does Tom ensure consistency in marketing efforts for his team? What lessons has Tom learned from working with challenging clients in his early career? How do strategic partnerships play a role in the team's expansion plans? What are the key attributes Tom looks for when considering new team members? How does Tom support the personal growth and career development of his team members? What is the significance of having a clear vision for the team's future? Tom shares how everyone can contact him. Additional Resources from Tom Curtin: Website: Email: [email protected] Facebook: Instagram: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 318: Exploring Innovative Strategies for Building Wealth, with Tom Suvansri
02/28/2025
Episode 318: Exploring Innovative Strategies for Building Wealth, with Tom Suvansri
Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Perennial Pride Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements. Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time. What You Will Learn: Who is Tom Suvansri? What motivated Tom to leave corporate America and pursue real estate? How did Tom learn to build wealth and cash flow? What are the challenges of relying solely on one stream of income? What financial lessons did Tom learn from observing his parents? What foundational principles does Tom believe are essential for wealth building? How can individuals take control of their financial lives away from the banking system? What role does mindset play in financial discipline and consistency? How does the banking system impact individual financial freedom? What alternatives to traditional banking does Tom propose? What are the four rules that financial institutions operate by, according to Tom? What are some core challenges in modern society regarding finance and banking? How can individuals play offense when it comes to building wealth? What is the concept of infinite banking, and how does it work? What advantages does borrowing against a life insurance policy provide? How do wealthy individuals leverage life insurance for wealth building? What is the importance of a discovery phase when working with clients? How does Tom's approach to wealth management incorporate a team of advisors? What are the challenges of a one-size-fits-all approach in financial advising? How can individuals diversify their investments across different asset classes? What role does discipline play in building wealth over time? How can listeners connect with Tom and learn more about his services? Tom shares how everyone can contact him. Additional Resources from Tom Suvansri: Website: Email: [email protected] LinkedIn: Facebook: YouTube: X: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 318: Exploring Innovative Strategies for Building Wealth, with Tom Suvansri
02/28/2025
Episode 318: Exploring Innovative Strategies for Building Wealth, with Tom Suvansri
Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Perennial Pride Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements. Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time. What You Will Learn: Who is Tom Suvansri? What motivated Tom to leave corporate America and pursue real estate? How did Tom learn to build wealth and cash flow? What are the challenges of relying solely on one stream of income? What financial lessons did Tom learn from observing his parents? What foundational principles does Tom believe are essential for wealth building? How can individuals take control of their financial lives away from the banking system? What role does mindset play in financial discipline and consistency? How does the banking system impact individual financial freedom? What alternatives to traditional banking does Tom propose? What are the four rules that financial institutions operate by, according to Tom? What are some core challenges in modern society regarding finance and banking? How can individuals play offense when it comes to building wealth? What is the concept of infinite banking, and how does it work? What advantages does borrowing against a life insurance policy provide? How do wealthy individuals leverage life insurance for wealth building? What is the importance of a discovery phase when working with clients? How does Tom's approach to wealth management incorporate a team of advisors? What are the challenges of a one-size-fits-all approach in financial advising? How can individuals diversify their investments across different asset classes? What role does discipline play in building wealth over time? How can listeners connect with Tom and learn more about his services? Tom shares how everyone can contact him. Additional Resources from Tom Suvansri: Website: Email: [email protected] LinkedIn: Facebook: YouTube: X: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 317: Unlocking Real Estate Success, with Todd Pigott
02/26/2025
Episode 317: Unlocking Real Estate Success, with Todd Pigott
As Principal and President, Todd Pigott oversees ZINC Financial and the ZINC Income Fund. Founded in 2007, ZINC Financial is a licensed lender having originated and serviced close to $1 billion in loans, with a loss ratio of less than 1/8%. The ZINC Income Fund was started in 2020 as a vehicle for investors to benefit from ZINC Financial’s lending. Prior to ZINC, Todd held the position of President at one of the largest interior and exterior maintenance companies in the California Central Valley. What You Will Learn: Who is Todd Pigott? How did Todd's early life experiences shape his journey into real estate? What pivotal moments led Todd to transition from his previous business to starting Zinc? How does Todd's company assist investors in purchasing distressed properties? What is the Zinc Income Fund, and how does it benefit investors? How does the lending process work for real estate investors seeking funds through Zinc? How does Todd evaluate the potential value of a distressed property? What are the benefits for first-time homebuyers purchasing rehabilitated properties through Zinc? What motivates first-time homebuyers to purchase rehabilitated properties through Zinc? What role does Zinc play in financing the purchase of distressed properties? What are the key protections for investors' principal in the Zinc business model? Why does Todd choose not to engage in consumer lending? What factors contribute to the low risk associated with Zinc's loans? How does Todd address concerns about market fluctuations affecting his lending model? What strategies does Zinc employ to ensure timely turnover of properties? How does Todd ensure that his investments are secure and profitable? What resources does Zinc provide for both investors and borrowers? How can potential investors get involved with the Zinc Income Fund? How does Todd's personal investment in the fund influence his business decisions? What metrics does Zinc track to assess the housing market and investment opportunities? Todd shares how everyone can contact him. Additional Resources from Todd Pigott: Website: Email: [email protected] LinkedIn: Facebook: Instagram: X: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 316: Transforming Real Estate Transactions with Technology, with Brad Binder
02/21/2025
Episode 316: Transforming Real Estate Transactions with Technology, with Brad Binder
Brad Binder is an accomplished professional in the real estate and mortgage banking sectors, currently serving as a Founding Partner at AskLocal Marketplace since January 2022, where expertise is focused on empowering real estate agents, vendors, and consumers through a free user-access network. Prior experience includes notable roles such as Managing Partner and Chief Executive Officer at AskLocal Real Estate, as well as serving as Branch Manager at Revolution Mortgage. Brad Binder has held various positions in mortgage consulting and banking with First Commonwealth Bank, Fifth Third Bank, First Federal Lakewood, JPMorgan Chase, MLD Mortgage Inc., and Wholesale Mortgage Group, specializing in diverse lending options including construction and renovation loans. Brad Binder holds a Master's degree in Residential Lending and has a strong foundation in real estate expertise. What You Will Learn: Who is Brad Binder? How does Brad Binder differentiate himself from other lenders? What challenges does Brad mention regarding the current lending and real estate environment? How did Brad get started in the real estate and lending business? What is Ask Local, and how does it serve the real estate market? What benefits does Ask Local offer in terms of transparency and engagement for consumers? How does the platform ensure that all parties involved in a transaction are informed and aligned? How does Brad feel about his transition into technology and software development within the real estate industry? What features does Ask Local provide to ensure timely communication and updates during the transaction process? How does Ask Local help streamline the roles of agents, lenders, and title companies in real estate transactions? How does the Ask Local platform aim to improve communication between home inspectors and clients? What does Brad believe is the fastest way to build trust in the real estate industry? How does Ask Local provide a roadmap for clients during real estate transactions? What kind of technology does Ask Local utilize to streamline the real estate process? What types of professionals does Brad mention could benefit from using Ask Local? How does Ask Local ensure privacy and security for users in different transactions? What advantages does Ask Local offer in dealing with title companies during real estate transactions? How does the platform handle state-specific requirements and regulations for real estate transactions? What is the overall goal of Ask Local in terms of improving efficiency and reducing stress in real estate? How can agents and consumers get in touch with Ask Local for further information? What does Brad say about the importance of transparency in real estate transactions? How does the Ask Local app improve the user experience for busy professionals, such as pilots and engineers? How does Brad describe his approach to customer service in the mortgage industry? Brad shares how everyone can contact him. Additional Resources from Brad Binder: Website: Email: [email protected] LinkedIn: Facebook: Instagram: TikTok: X: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 315: Empowering Women in Real Estate, with Trixy Castro
02/19/2025
Episode 315: Empowering Women in Real Estate, with Trixy Castro
Trixy Castro, a dynamic entrepreneur, is passionate about empowering individuals, especially women, to excel in their business and entrepreneurial pursuits. With a remarkable career spanning over two decades, Trixyhas founded and invested in over 50 companies across diverse industries. Her journey is a testament to her determination, resilience, and unwavering belief in the power of mindset transformation. • First generation American and a self-made entrepreneur • Founded and invested in over 50 companies • Former Founder and CEO Genesis Capital, acquired by Goldman Sachs • Former CEO and Owner of Hudson & Marshall, acquired by Fidelity National Title • Official Member of the Forbes Finance Council As a visionary leader, Trixy understands the unique challenges faced by women in the business world and has made it her mission to inspire and guide them toward ssuccess. Through her speaking engagements and mentorship, Trixy provides practical strategies, insights, and motivation to help women overcome obstacles, leverage their strengths, and achieve their goals. What You Will Learn: Who is Trixy Castro? How does Trixie Castro's story reflect the entrepreneurial spirit and the American dream? What were the circumstances that inspired Trixie to start her first business at a young age? How did Trixie's early experiences in her family shape her understanding of work and contribution? How did Trixie identify real estate as a key area for her future endeavors? What challenges did Trixie face when starting Genesis Capital? How did Trixie's mindset evolve throughout her entrepreneurial journey? What role did resilience and grit play in Trixie's success as an entrepreneur? What importance does Trixie place on investing in oneself as part of the entrepreneurial journey? How does Trixie emphasize the importance of writing things down in business and learning? What are some practical strategies that can be applied across different industries for success? How do the principles of having the right product, process, and people contribute to business success? What challenges do women in the real estate industry still face today? How can women shift their mindset to recognize their capabilities and strengths in the workplace? How does Trixie suggest breaking down goals into manageable steps for better clarity and execution? What practices does Trixie recommend for starting the day positively and with intention? How can individuals view challenges as learning experiences in their journey toward success? Trixy shares how everyone can contact her. Additional Resources from Trixy Castro: Website: Email: [email protected] LinkedIn: Instagram: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 314: Navigating Creative Real Estate Strategies for Success, with Jenn & Joe Delle Fave
02/14/2025
Episode 314: Navigating Creative Real Estate Strategies for Success, with Jenn & Joe Delle Fave
With over two decades of experience, Joe and Jenn, The Dun Rehind the Creative Finance Playbook, is the #1 resource for learning how to buy real estate without traditional bank financing, relying on credit, or needing large cash reserves- all from the comfort of your home. As hosts of the Creative Finance Playbook Podcast, which ranks in the top 10% of global podcasts. Jenn and Joe have established themselves as experts in the real estate community. They have been featured on influential platforms like the BiggerPackots Podcast and Roal Estate Rookie Podcast. Through their innovative approach and by re-engineering their business model to operate remotely, they have empowered their students to secure both financial and time freedom from the comfort of their homes. What You Will Learn: Who are Jenn & Joe Delle Fave? How did Joe get started in real estate investing, and what was his initial experience? What motivated Jen to join Joe in real estate investing, and how did their journey evolve? How did they discover creative financing? What was the pivotal moment in 2016 that led them to explore seller financing and other creative purchasing techniques? What strategies did they implement to grow their real estate business and increase deal flow? What lessons did they learn from previous experiences in real estate investing? How do they plan to educate others about real estate investing and sharing their experiences? What strategies do Jenn and Joe use to increase the value of properties they acquire? How do they handle situations where tenants need more time to secure financing? What benefits do they see in allowing tenants to buy the property, and how does this impact their cash flow? How do they leverage the profits from property sales to acquire additional properties? What types of properties do they consider for fix and flip projects? How do they approach motivated sellers, and why is this important in their strategy? What are the pros and cons of creative purchasing techniques in real estate? What are some specific benefits of negotiating directly with sellers instead of through traditional banks? What challenges do they face when working with motivated sellers? How do Jenn and Joe involve their children in their real estate business? What educational approaches do they use to teach their children about real estate and financial literacy? Jenn & Joe shares how everyone can contact them. Additional Resources from Brian T Bradley: Website: Email: [email protected] Phone: 585 - 329 - 4072 Tiktok: Facebook: Instagram: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 313: Protecting Assets and Planning Finances, with Brian T Bradley
02/12/2025
Episode 313: Protecting Assets and Planning Finances, with Brian T Bradley
Brian T. Bradley, JD. Esq. is a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of the book: Over Exposed! Brian is also a husband, father, and highly ranked Brazilian Jiu Jitsu practitioner. He is a sought-after educator and speaker in both the legal and financial spheres. Brian is the founder of Bradley Legal Corp and Bradley Financial Planning and is passionate about educating people against legal attacks on wealth and empowering people to take charge of your financial well-being by leveraging tools like The Hybrid Bridge Trust and personalized tax-deferred financial strategies. What You Will Learn: Who is Brian T Bradley? What led Brian Bradley to specialize in asset protection? How does he define asset protection, and why is timing important in establishing it? What misconceptions do people have about asset protection, especially in relation to taxes and trusts? What are the limitations of LLCs in providing asset protection? What types of trusts can be used for asset protection, and what are the differences between them? Why is it important for high-risk professionals to have a solid asset protection plan? What are the benefits of a hybrid trust in asset protection? What is the difference between term life insurance and permanent life insurance? How do whole life insurance and indexed universal life insurance (IUL) differ in terms of cash value and growth? Why is it important for individuals to consider both life insurance and asset protection in their financial planning? What are the advantages and disadvantages of using annuities compared to 401(k) plans? How can individuals ensure that their annuities are inheritable for their beneficiaries? What financial strategies should someone with real estate investments consider when planning for retirement? Why is it essential to have a comprehensive estate plan, and what elements should it include? How can individuals prepare for potential financial gaps, such as those arising from medical expenses or legal issues? What advice does he offer for planning and implementing financial protection strategies over time? Brian shares how everyone can contact him. Additional Resources from Brian T Bradley: Website: Email: [email protected] Phone: (888) 773-9399 LinkedIn: Facebook: https://www.facebook.com/profile.php?id=100035926521724 X: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 312: Exploring Effective Tax Strategies for Business Owners, with Eric Pierre
02/07/2025
Episode 312: Exploring Effective Tax Strategies for Business Owners, with Eric Pierre
Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California. While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax. Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success. What You Will Learn: Who is Eric Pierre? Why is effective tax management considered essential for business owners? What unique challenges do high net worth individuals face regarding taxes? What specific tax strategies are discussed, such as the "Augusta Rule" and vehicle depreciation? How can real estate investments impact tax liabilities and benefits for business owners? What qualifications must someone meet to be considered a qualified real estate professional for tax purposes? What common misconceptions about wealthy individuals and their tax issues are addressed in the conversation? What tax rule allowed the host to expense major capital expenditures like roofing through business entities? How does cost segregation and bonus depreciation work for property owners? What common misconceptions do people have about IRS audits and tax-related issues? What are some common mistakes or oversights consumers make regarding tax management? How can tools like QuickBooks assist business owners in tracking their expenses effectively? What is the significance of the Opportunity Zone legislation in tax planning? What are the main topics covered in Eric's book, "The Great Tax Escape"? What tax planning strategies should people consider as the year-end approaches to prepare for tax season? Eric shares how everyone can contact him. Additional Resources from Eric Pierre: Website: Email: [email protected] Phone: 619-997-2750 LinkedIn: Facebook: Instagram: X: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 311: Transitioning from House Hacking to Multifamily Investing, with Matt Faircloth
01/31/2025
Episode 311: Transitioning from House Hacking to Multifamily Investing, with Matt Faircloth
Matt Faircloth is the co-founder and president of the DeRosa Group, a real estate investment company that specializes in buying and renovating residential and commercial properties. Matt and his wife, Liz, started investing in real estate in 2004 with a $30,000 loan. They founded DeRosa Group in 2005 and have since grown the company to managing more than 370 units throughout the east coast. DeRosa has completed more than $30M in real estate transactions involving private capital--including fix-and-flips, single-family home rentals, mixed-use buildings, apartment buildings, office buildings, and tax lien investments. He is the author of Raising Private Capital, has been featured on the BiggerPockets Podcast, and regularly contributes to BiggerPockets' educational webinars. Matt, Liz, and their two adorable kids currently live in New Hope, PA. Joe Fairless controls over $135M of real estate with a specific focus on value-add multifamily acquisitions. He's also host of the popular podcast, Best Real Estate Investing Advice Ever Show, which is the world's longest-running daily real estate podcast. Past interview guests include Barbara Corcoran and Robert Kiyosaki. He currently resides in Cincinnati, Ohio and is on the Alumni Advisory Board for The College of Media and Communication at Texas Tech University and the Board of Directors for Junior Achievement. What You Will Learn: Who is Matt Faircloth? What pivotal moment led Matt Faircloth to start investing in real estate? How did Matt's wife influence his decision to pursue real estate investing? What was Matt's first experience with renting a home, and what prompted him to consider buying? How did Matt use house hacking to manage his mortgage payments? What was Matt’s journey after living in his first rental property? How did Matt and his wife transition from single-family homes to multifamily properties? What challenges did Matt face in the early days of his real estate investing journey? What strategy does Matt recommend for new real estate investors starting out? Why does Matt emphasize the importance of building one's own business rather than relying on a mentor? What are some of the red flags Matt warns about regarding high-cost real estate programs? What are the common pitfalls that new investors face when seeking education in real estate? How does Matt's program address different personality types in real estate investing? What are the four personality types Matt identifies in his approach to real estate? What types of real estate projects is DeRosa Group currently focusing on? What does Matt say about the future of the multifamily market and potential corrections? How can people learn more about the DeRosa Group and its educational resources? Matt shares how everyone can contact him. Additional Resources from Matt Faircloth: Website: LinkedIn: Instagram: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 310: Unlocking Wealth with Creative Financing, with Nayia Pierrakos
01/28/2025
Episode 310: Unlocking Wealth with Creative Financing, with Nayia Pierrakos
Originally from Greece, Nayia Pierrakos came to America in 1988. An entrepreneur since her early twenties, Nayia has broad experience from the retail, recruiting, consulting, and real estate industries. Nayia purchased her first property over twenty years ago when she was twenty-three, around the time she became a real estate agent. Nayia loves to learn and has a student mindset, and she has used this passion for growth to find ways to help others become the architects of their lives. She is achieving this through her company Wealth Thru Real Estate where she educates real estate professionals how to bring value to sellers, learn how to leverage, and become financially independent. Nayia is an elite-level real estate investor, mentor, speaker, and coach. She has shared her motivational stories and success strategies with thousands of growth-minded individuals around the U.S. Her mission is to help people achieve their dreams while making a positive impact on the world. Nayia has spoken for numerous organizations, including Real Estate Investor Associations and entrepreneurial groups. Her audiences include real estate agents and real estate investors from the beginner to the seasoned professional. Nayia has a passion for real estate investing and giving forward to make an impact in the lives of those she meets. Nayia has bought and sold more than $40 million of personal real estate and recently profited more than $1.8 million in a period of less than 24 months using her FLEXX Model. Her focus is on being a Value Amplifier and bringing out of the box solutions to all the sellers she works with by structuring creative deals and using the subject-to strategy. Nayia’s mission is to be a catalyst for 1,000 entrepreneurs in becoming multi-millionaires, achieving financial freedom, and living the life of their dreams, which she does through Wealth Thru Real Estate. Her biggest accomplishment is being a mom of three amazing boys, Georgio, Vasili, and Aristotle. She wants to set a good example and make them proud so they can create their best life. What You Will Learn: Who is Nayia Pierrakos ? What led Nayia Pedracos to start her first business after being laid off? How did Nayia's background and family influence her entrepreneurial journey? What experiences did Nayia have in the retail industry before transitioning to real estate? How did Nayia learn about creative deal structuring and financing in real estate? What does Nayia mean by "buying houses creatively subject to existing loans"? How does Nayia evaluate the financial aspects of a property deal with a seller? How does Nayia ensure that the existing loan stays in place when purchasing a property? How can someone qualify for another loan if they have an existing loan in their name due to a subject-to purchase? What happens if the investor fails to make the mortgage payments on a subject-to property? How does the amortization schedule affect the principal and interest payments on a property over time? How does Nayia work with private lenders to finance property purchases and renovations? In what ways do Nayia's strategies help solve problems for sellers facing foreclosure or financial difficulties? How does Nayia educate real estate agents to think like investors and leverage their skills? What are the tax benefits of holding properties for longer periods in real estate investing? How does Nayia emphasize the importance of building wealth through real estate? What is Nayia's vision for creating multimillionaires through real estate investing? Nayia shares how everyone can contact her. Additional Resources from Nayia Pierrakos: Website: Email: [email protected] Phone: +1 (703) 864-8081 LinkedIn: Facebook: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 309: Building Wealth Through Real Estate Investing, with Arn Cenedella
01/22/2025
Episode 309: Building Wealth Through Real Estate Investing, with Arn Cenedella
Arn Cenedella is a real estate broker and investor with over four decades in the industry. Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto and Menlo Park CA while building a sizable portfolio of single family rental properties in the Bay Area and across the US. Over this period, Arn assisted many other investors build their rental portfolios and is well-versed in all aspects of real estate investment including acquisition, market analysis, financing, management, and 1031 exchange. In 2014, Arn moved to Greenville SC to start a new life adventure. Arn continued to invest in small residential income properties in the Carolinas. In 2020, Arn transitioned his SFR rental portfolio to multifamily investments and founded Spark Investment Group to help busy professionals and parents reap the benefits of commerical real estate investment without the hassle of operating the properties. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. What You Will Learn: Who is Arn Cenedella? How did Arn get started in the real estate business? What advice did Arn's father give him regarding combining brokerage income and real estate investment? What are some key strategies Arn used for successful real estate investing? How has Arn's investment focus evolved from single-family homes to multifamily syndication? What is multifamily syndication, and how does it work for investors? How does Arn manage the properties he invests in, and what role does his partner play? What types of properties does Arn currently invest in, and what is the strategy behind these investments? What are some benefits of investing in new build-to-rent products, according to Arn? How does the property management model work within Arn's investment strategy? How does Arn locate and source the properties he invests in? What are some methods Arn uses to find off-market properties? How does Arn leverage social media in his real estate investment strategy? What role does direct-to-seller marketing play in Arn's sourcing strategy? What is the difference between "waiting to buy" and "buying and waiting" in real estate? What drives Arn to help others invest in real estate? How does Arn view the importance of teamwork in multifamily investment groups? What are the key principles behind the "SPARK" acronym related to Arn's investment approach? Arn shares how everyone can contact him. Additional Resources from Erin Helle: Website: https://investwithspark.com/ Email: [email protected] Phone: 650 - 575 - 6114 LinkedIn: Facebook: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 308: Empowering Change Through Real Estate, with Erin Helle
01/17/2025
Episode 308: Empowering Change Through Real Estate, with Erin Helle
Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios. A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth. Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires! What You Will Learn: Who is Erin Helle? How did Erin first get involved in the world of real estate investing? What personal motivations drove her to seek financial freedom after her military service? What were her initial experiences with house flipping, and how did she manage that alongside family responsibilities? How does she support other agents in building their businesses and achieving financial independence? What kind of educational resources does she offer on her website, and how can they benefit aspiring investors? Why does she believe it’s important for individuals to define their personal financial goals? Why did she decide to shift from short-term rentals to long-term residential units? What are some advantages of syndication for generating passive income and diversification in real estate? What inspired her to start her foundation aimed at helping children, and what are its main objectives? What inspired Erin to establish the For the Kids Foundation, and what are its main objectives? Why does Erin believe it is essential to help children and families facing financial hardships? How does Erin view the relationship between financial stability and alleviating life problems? What advice does Erin have for investors who are feeling uncertain during fluctuating markets? How important is adaptability and creative strategy in navigating real estate investing? Erin shares how everyone can contact her. Additional Resources from Erin Helle: Website: Email: [email protected] Phone: +1 (716) 860-2521 LinkedIn: Instagram: Facebook: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 308: Empowering Change Through Real Estate, with Erin Helle
01/17/2025
Episode 308: Empowering Change Through Real Estate, with Erin Helle
Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios. A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth. Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires! What You Will Learn: Who is Erin Helle? How did Erin first get involved in the world of real estate investing? What personal motivations drove her to seek financial freedom after her military service? What were her initial experiences with house flipping, and how did she manage that alongside family responsibilities? How does she support other agents in building their businesses and achieving financial independence? What kind of educational resources does she offer on her website, and how can they benefit aspiring investors? Why does she believe it’s important for individuals to define their personal financial goals? Why did she decide to shift from short-term rentals to long-term residential units? What are some advantages of syndication for generating passive income and diversification in real estate? What inspired her to start her foundation aimed at helping children, and what are its main objectives? What inspired Erin to establish the For the Kids Foundation, and what are its main objectives? Why does Erin believe it is essential to help children and families facing financial hardships? How does Erin view the relationship between financial stability and alleviating life problems? What advice does Erin have for investors who are feeling uncertain during fluctuating markets? How important is adaptability and creative strategy in navigating real estate investing? Erin shares how everyone can contact her. Additional Resources from Erin Helle: Website: Email: [email protected] Phone: +1 (716) 860-2521 LinkedIn: Instagram: Facebook: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 307: Maximizing Cash Flow, with Chris Long
01/15/2025
Episode 307: Maximizing Cash Flow, with Chris Long
With over 13 years of work experience in the construction and storage industry, I am a licensed carpenter and a storage expert who is passionate about creating innovative and customized solutions for my clients. As the president of Longyards Storage, a storage provider that combines traditional storage needs with a new trend of storage yards, I lead a team of professionals who are committed to delivering high-quality service, security, and convenience. I value collaboration, creativity, and customer satisfaction, and I strive to bring diverse perspectives and experiences to the industry. At Longyards Storage, I oversee the operations, marketing, and sales of the company, as well as the development and implementation of new products and services. I have successfully expanded the company's offerings to include exterior storage yards that are equipped with various options, such as sea can containers, power outlets, micro offices, and live Wi-Fi streaming. These storage yards are designed to meet the specific needs of different businesses, such as contractors, landscapers, and retailers. I have also ensured that the storage yards are secure, private, and well-maintained, with features such as 30' gates, 6' high fencing, 6" crush stone, and a full-time caretaker. Through my project planning, renovation, and construction skills, I have enhanced the quality and value of the storage yards, and increased the customer retention and satisfaction rate. What You Will Learn: Who is Chris Long? Chris shares his journey from carpenter to construction company owner (Conrad Construction). What inspired Chris to develop a yard storage business? How does Chris's business model focus on providing storage yards for contractors? How has the value and cash flow of that initial property investment changed over time? What are the key SBA financing terms that Chris discussed, such as loan-to-value ratios and interest rates? How does corporate financing differ from franchising in attracting investors? What advantages does Chris see in non-residential commercial space compared to residential properties? How does Chris emphasize the reduced downside risk and increased cash flow potential in his business model? What systematic approach does Chris use to identify suitable properties for his business? What complexities are involved in building a yard storage business, despite its seemingly simple nature? What factors does Chris identify as significant when analyzing a location for his business? Why does Chris stress the need for thorough feasibility studies before acquiring properties? What software tools does Chris utilize to evaluate potential properties, and what criteria do they assess? What are Chris's thoughts on the future of the market, and how does he approach unpredictability in business planning? Chris shares how everyone can contact him. Additional Resources from Chris Long: Website: Email: [email protected] Phone: +18775664927 LinkedIn: Facebook: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 306: Adapting to Market Trends in Real Estate, with Roger King
01/10/2025
Episode 306: Adapting to Market Trends in Real Estate, with Roger King
Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states. Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams. Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home. His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money. What You Will Learn: Who is Roger King? How did he transition from being a musician to real estate investing? Roger shares his first deal involving wholesaling a property and making a profit. What are the different real estate strategies? How did the 2008 market crash impact Roger's real estate investments? What are Roger's current projects, particularly regarding mobile home parks, and what is his plan for expansion? The importance of networking with brokers and being on mailing lists to find investment opportunities. What educational efforts is Roger involved in, particularly with his program REI Accelerator, and how does it help newer investors? Roger shares how everyone can contact him. Additional Resources from Roger King: Website: Email: Phone: +1 (310) 936-4987 LinkedIn: Twitter: Instagram: Tiktok: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 306: Adapting to Market Trends in Real Estate, with Roger King
01/10/2025
Episode 306: Adapting to Market Trends in Real Estate, with Roger King
Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states. Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams. Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home. His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money. What You Will Learn: Who is Roger King? How did he transition from being a musician to real estate investing? Roger shares his first deal involving wholesaling a property and making a profit. What are the different real estate strategies? How did the 2008 market crash impact Roger's real estate investments? What are Roger's current projects, particularly regarding mobile home parks, and what is his plan for expansion? The importance of networking with brokers and being on mailing lists to find investment opportunities. What educational efforts is Roger involved in, particularly with his program REI Accelerator, and how does it help newer investors? Roger shares how everyone can contact him. Additional Resources from Roger King: Website: Email: Phone: +1 (310) 936-4987 LinkedIn: Twitter: Instagram: Tiktok: YouTube: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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Episode 305: Learning from Market Cycles and Family Lessons, with Mick Heyman
01/07/2025
Episode 305: Learning from Market Cycles and Family Lessons, with Mick Heyman
MICK HEYMAN, CFA and Founder of Heyman Investment Counseling, has a 40-year career in wealth management, helping individuals and institutions of all sizes to build and preserve wealth with his stress-free method for mellowing your money. Mick started his career at a small firm in Cincinnati before moving to Louisville to focus on equities with a team of top equity managers, managing billions in assets for clients. His career came full circle when he moved to San Diego to work with individual investors, some of whom have remained loyal to him for more than 30 years. Mick received a Bachelor of Economics from Northwestern and is a designated CFA. Despite a formal education in economics, it was really his interest in philosophy and psychology which showed him that human emotion is ultimately what drives the market. This realization has helped him make better money decisions for himself and his clients, using an understanding of human nature and an appreciation for long-term trends. What You Will Learn: Who is Mick Heyman? Mick shares how he discovered emotions were more important than pure numbers in investing, despite struggling with economics in college How emotional control is crucial during market volatility. Financial stress doesn't need to be as intense as people make it. Mick shares an example of helping clients prepare emotionally for market crashes, which proved valuable during the 1987 crash Importance of keeping "dry powder" (cash reserves) to buy during market dips. Biggest investment regrets often come from selling rather than holding. The importance of analyzing what would happen in worst-case scenarios. The value of portfolio diversification in managing risk. How has cable news become commoditized over time? Why do news channels rely on fear to drive their viewership? What makes FOMO so dangerous when watching markets closely? What lessons can we learn from Black Monday's 22% market drop in 1987? How did the 1986 Tax Reform Act impact investors? What can we learn from historical interest rate changes, from 15% mortgages to recent 3% rates? How do 30-40 year market trends inform our investment decisions today? How important is it to know yourself as an investor? Why is understanding your risk tolerance crucial? What makes patience so valuable during market volatility? How can we best learn from our investment mistakes? Mick shares how everyone can contact him. Additional Resources from Mick Heyman: Website: Email: [email protected] LinkedIn: Facebook: Instagram: Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:
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