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 342: Exploring Opportunities in Real Estate, with Jim Black
06/27/2025
Episode 342: Exploring Opportunities in Real Estate, with Jim Black
Jim has been a licensed REALTOR® since 2004, personally helping hundreds of clients buy, sell, or invest in real estate. Jim is passionate about his commitment to ensuring each client receives a white glove experience when dealing with one of the biggest purchases of their lives. After college, Jim joined the world of finance and quickly realized the cubicle life wasn't for him. He wanted to help people in a greater capacity. His two daughters, Anna and Madeline, are the greatest motivation behind his drive and success. And, ultimately, he challenges himself, every day to create a bigger world for his teammate, clients, and his family. Jim founded The Jim Black Group in 2013. Located in Central Mass and serving clients in MA and CT, we are a full-service real estate firm committed to providing the highest level of service to clients. Jim and his team understand that to provide world-class service you must work with sincerity and integrity, and will be with you every step of the way ensuring a smooth transaction. This makes for an unforgettable experience so that clients become raving fans and continue to refer the Jim Black Group to everyone they know! What You Will Learn: Who is Jim Black? How does Jim guide new investors in getting started in real estate? What resources does Jim recommend for understanding the investment process? How does Jim handle the financing and closing process for property purchases? How has Worcester changed in recent years to become more attractive for real estate investment? What industries contribute to Worcester's growth and appeal for new residents? How has Jim adapted his investment strategy over the years as his financial goals have evolved? How has Jim built wealth through real estate, particularly with mortgage paydown strategies? What are the benefits of choosing a 15-year mortgage over a 30-year mortgage? How does Jim view the real estate market in Massachusetts, particularly in Worcester? What key industries contribute to Worcester's economic growth? What type of properties does Jim recommend for new investors looking for cash flow? How has the real estate landscape changed in Springfield and surrounding areas over the years? What strategies does Jim suggest for investors looking to enter the market today? How does Jim approach mid-term rentals as an investment strategy? What challenges do investors face in terms of cash flow in the current market? How does Jim's team structure support a balanced work-life approach? What advice does Jim have for agents looking to build relationships with investors? Michael shares his contact information so that everyone can reach him. Additional Resources from Jim Black: 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 341: Transforming Financial Futures, with Michael Drew
06/20/2025
Episode 341: Transforming Financial Futures, with Michael Drew
As the CEO of Real Estate Done 4 U, Michael Drew has helped hundreds of investors worldwide achieve their retirement goals through strategic investments in rental real estate, utilizing Cash, IRAs, Mortgages, and 1031 Exchanges helping investors replace their W2 / earned income with RENTAL INCOME. With experience that includes over 1000 real estate transactions and extensive stock option expertise, he focuses on developing sustainable passive income strategies. Michael's journey into real estate investment was driven by a critical insight: traditional savings and retirement accounts often fail to deliver the necessary growth to secure financial futures. After purchasing his first few rental homes, he recognized the unparalleled benefits of real estate investments. The steady stream of rental income not only provides financial security but also preserves the principal investment – the property itself. As living costs rise, so do rents, ensuring that real estate investments remain a robust hedge against inflation. In his personal time, Michael enjoys traveling with his family of four kids, adventure racing, pickleball, skiing, and speaking at conferences. His passion for real estate and dedication to helping others achieve financial independence continue to drive his professional and personal endeavors. As Michael often says, "Don't wait to buy real estate; buy real estate and wait." What You Will Learn: Who is Michael Drew? What inspired Michael Drew to transition from a stock market focus to real estate investing? What does Michael mean when he says getting wealthy is mainly a math problem? How does Michael define passive income in relation to real estate? What factors does Michael consider when choosing investment locations? What strategies does Michael recommend for stacking the odds in favor of successful investments? How does Michael manage properties and maintain cash flow for his investors? How does Michael assess a potential investor’s situation before making recommendations? What are the steps involved in purchasing a property through Michael's model? How does Michael approach 1031 exchanges for his clients? What unique advantages do certain professions have when it comes to investing in real estate? How does Michael help clients who are busy with their careers to invest passively? Why is it important for investors to focus on cash flow rather than just asset appreciation? How does Michael build long-term relationships with his clients? What strategies does Michael use to maintain communication and trust with his investors? Michael shares his contact information so that everyone can reach him. Additional Resources from Michael Drew: Website: 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 340: Unlocking Wealth through Alternative Investing, with Eddie Speed
06/11/2025
Episode 340: Unlocking Wealth through Alternative Investing, with Eddie Speed
Eddie Speed is renowned as one of the nation's top note educators with more than 40 years of experience. He founded NoteSchool, an esteemed training company that focuses on educating individuals about purchasing both performing and non-performing discounted mortgage notes. His structured note-investing education has led thousands of students to success. Additionally, he holds the positions of Owner and President at Colonial Funding Group LLC. specializing in acquiring and brokering discounted real estate secured notes. Furthermore, Eddie is a principal in a family of Private Equity funds dedicated to acquiring bulk portfolios of notes. What You Will Learn: Who is Eddie Sppes? What prompted Eddie Speed to enter the note buying business at such a young age? How did Eddie’s father-in-law influence his career in real estate? What significant experiences has Eddie had during his 44 years in the note investing industry? What does it mean to buy a note, and how does it differ from traditional real estate investing? How does Eddie structure the notes he buys to ensure they are more valuable? What advantages do notes offer compared to traditional rental properties? What are the key benefits of investing in notes that Eddie highlights for potential investors? What initial steps should someone take when considering investing in owner financing? How can individuals without cash still succeed in real estate investing? What are the key risks associated with note investing, and how can they be mitigated? Why is it important to start with a good piece of property in note investing? How does the current economic climate influence the note investing market? What factors affect the timing of note investing opportunities? What options are available for students interested in working with your coaching program? What benefits does note investing offer for real estate agents? Eddie shares his contact information so that everyone can reach him. Additional Resources from Eddie Sppes: Website: , Email: Phone: +1817-410-4103 LinkedIn: Facebook: X: 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 339: Understanding Tax Compliance, with Carlos Samaniego EA
06/04/2025
Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA
Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid. As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience. Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title What You Will Learn: Who is Carlos Samaniego EA? What is Carlos Samaniego's background and how did he get into tax consulting? What pivotal moment in Carlos's early career led him to realize the importance of proper tax withholding? How did Carlos navigate his tax issues over the eight years he didn't file? How does Carlos's experience shape his approach to helping clients with tax issues? What changes occurred in IRS collection practices during and after the COVID-19 pandemic? What is the significance of the "final notice before levy" that the IRS sends to taxpayers? How does Carlos engage with clients from different parts of the world, including expats? What should clients expect during the initial consultation with Carlos regarding their tax issues? How does Carlos address the fear and stigma associated with dealing with tax problems? What is the hardest part for clients when they first reach out to Carlos regarding their tax problems? What information can Carlos access once he files the power of attorney? How does Carlos compare his investigative process to a doctor's examination? What does the compliance step entail in dealing with tax issues? What options does Carlos offer for resolving tax debts based on their size? How does Carlos help clients who owe large tax balances through programs like currently not collectible status or offer in compromise? What common misconceptions do people have about tax resolution companies? How does Carlos engage with clients from different parts of the world, including expats? What advice does Carlos give regarding the importance of separating personal and business finances? How can real estate agents and self-employed individuals better manage their records to avoid tax issues? Carlos shares how everyone can contact him. Additional Resources from Carlos Samaniego EA: Website:, LinkedIn: Facebook: X: 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 338: Building Success through Real Estate, with Bob Lachance
05/28/2025
Episode 338: Building Success through Real Estate, with Bob Lachance
Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe. At 30 with his pro hockey career over, he self-educated himself in real estate and began his career in the trenches as a real estate investor. He acquired his first flip in 2004 and has done over 1,500 transactions since then. He has also started 2 very successful real estate coaching programs, 3 virtual assistant staffing companies, and much more. Bob is the owner of REVA Global LLC which focuses on offering trained real estate virtual assistants to real estate professionals. Over the years he has experienced various setbacks where others would have simply thrown in the towel. Through the ups and downs both in business and life, his humble commitment to the daily process is something listeners can gravitate towards. What You Will Learn: Who is Bob Lachance? What was Bob Lachance's background before entering real estate? How did Bob transition from a professional hockey career to real estate investing? What motivated Bob to pursue a career in real estate? How did Bob's first real estate deal unfold, and what did he learn from it? What strategies did Bob use to find and finance his first property? How did Bob approach learning about short sales and negotiating with banks? What challenges did Bob face during his early investment career? How did Bob's involvement with a real estate education company influence his career? What was Bob's role in building the coaching program for Fortune Builders? What led Bob to start a virtual assistant company, and how does it serve real estate investors? How does Bob view the role of service in his business? What lessons did Bob learn from his experiences in real estate and coaching? How did Bob's virtual assistant company evolve and what benefits does it offer? How do virtual assistants help in the real estate and medical fields? What challenges do businesses face when hiring traditional staff versus virtual assistants? How can virtual assistants contribute to efficiency and cost savings in a business? What strategies does Bob recommend for finding and utilizing virtual assistants? How has the perception of remote work changed since COVID-19? How can real estate investors remain open to opportunities as they progress in their careers? What are some key takeaways from Bob's journey in real estate and business? Bob shares how everyone can contact him. Additional Resources from Bob Lachance: Website: Phone: 860-680-1169 Email: [email protected] 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: Episode 338: Building Success through Real Estate, with Bob Lachance
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Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver
05/21/2025
Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver
Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation. What You Will Learn: Who is Erik Oliver? How does selling a property and carrying the note benefit the seller? What is the concept of the "velocity of money" in investing? How can self-directed IRAs be utilized for note investing? What are the tax advantages of using a health savings account (HSA) for investments? How is interest income from notes taxed for individual investors? What happens to the depreciation recapture when a property is sold? How has the percentage of bonus depreciation changed from 2022 to 2027? What legislative actions are currently being discussed regarding bonus depreciation? How can investors prepare for potential changes in tax legislation affecting real estate? How can real estate investors utilize these tax credits to their advantage? What should a real estate investor do if their current tax preparer is unaware of these tax strategies? How can real estate agents use cost segregation to differentiate themselves in the market? What is the process for business owners, such as dentists, to benefit from cost segregation? How can cost segregation be applied to dental offices and other medical practices? How flexible is the timing for conducting a cost segregation study after purchasing a property? What are the tax implications for international investors, such as Canadians, who own U.S. properties? What key takeaway does Erik emphasize about the difference between tax preparers and tax strategists? How can real estate professionals leverage cost segregation to provide value to their clients? Erik shares how everyone can contact her. Additional Resources from Erik Oliver: Website: https://csap.com/ Email: [email protected] LinkedIn: https://www.linkedin.com/in/erik-oliver-b800657/ 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 336: Exploring Note Investing Strategies, with Fred Moskowitz
05/21/2025
Episode 336: Exploring Note Investing Strategies, with Fred Moskowitz
Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life. He has been making an impact by sharing his unique result oriented education and actionable steps on wealth building, mindset, and success. What You Will Learn: Who is Fred Moskowitz? What was Fred Moskowitz's background before getting into note investing? How did Fred's experience in the tech industry influence his investment strategies? What are the benefits of becoming the lender rather than the borrower in real estate? How can note investing be incorporated into a diversified investment portfolio? How can Fred's book, The Little Green Book of Note Investing, help aspiring investors? What steps should someone take if they want to carry a note for a buyer after selling a property? What challenges do property owners face after many years of ownership that note investing could alleviate? How does Fred explain the concept of cash flow from mortgage notes? What benefits does carrying a note provide for sellers compared to traditional property ownership? How does Fred describe the "velocity of money" and its importance in investing? What strategies can investors use to leverage their self-directed IRAs for note investing? How can investors benefit from buying notes at a discount? What is the significance of capital gains when selling a note? What resources does Fred recommend for individuals interested in learning about note investing? What networking opportunities exist for those interested in note investing? Fred shares how everyone can contact her. Additional Resources from Fred Moskowitz: 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 335: Raising Capital for Real Estate Investments, with Kristoper Morin
05/16/2025
Episode 335: Raising Capital for Real Estate Investments, with Kristoper Morin
Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris’s primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors. Prior to Three Peaks, Kris spent more than a decade working through progressive leadership roles at some the of the top Advisory Consulting firms in the world, including Accenture. Kris was accountable for helping members of the Fortune 500 to perform competitive assessments and define strategies that would enable them to take advantage of their competitive strengths, exploit industry weaknesses, and achieve operational efficiencies while scaling globally. What You Will Learn: Who is Kristoper Morin? What prompted Kristopher Morin to leave his corporate job and pursue real estate? What experiences did Kristopher have as a rising executive at Accenture? How did Kristopher transition from single-family flipping to multifamily investing? What strategies did Kristopher use to build a successful real estate portfolio? What challenges did Kristopher face when flipping houses, and how did he overcome them? How did Kristopher’s journey through real estate lead to the founding of Three Peaks Capital? What is the focus and mission of Three Peaks Capital? How does Kristopher raise capital for his real estate investments? How does Kristopher ensure that his investment strategy remains grounded in long-term value? What type of debt structure does Kristopher prefer for his real estate investments, and why? What process does Kristopher follow from acquiring an asset to managing it effectively? How does Kristopher’s background in strategy and economics inform his real estate decisions? What lessons does Kristopher share about navigating economic downturns with real estate investments? How does Kristopher differentiate between active and passive investing in real estate? What advice does Kristopher offer to professionals considering a transition to real estate investing? Kristoper shares how everyone can contact her. Additional Resources from Kristoper Morin: Website: 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 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon
05/14/2025
Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon
Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people that know more about small businesses than Anne, simply because she has spent a decade on weekly calls with owners around the country. She hears their frustrations, understands their pain points, and helps them navigate challenges while planning for the expansion phase of the business What You Will Learn: Who is Anne Gannon? What led Anne Gannon to transition from a competitive golf career to accounting? How did Anne’s entrepreneurial background influence her approach to accounting? What prompted Anne to launch her own company, Largo Group, in 2016? What strategies did Anne implement to help business owners regain control during the pandemic? What role does real estate play in long-term investment strategies, according to Anne? What insights does Anne share from her book, The Real Estate Accelerator? How did the pandemic shift investor strategies from long-term rentals to short-term rentals? What advantages do short-term rentals offer compared to traditional long-term rentals? What financial benefits are investors seeing from shifting to short-term rental strategies? How do short-term rental investors approach property management differently than traditional landlords? Why is asset protection important for investors in short-term rentals? How can the legal structure of real estate investments protect owners from liability What types of business structures are most effective for real estate investors, according to Anne? What is the significance of understanding effective tax rates for business owners and investors? How does Anne define a "real estate accelerator" and its importance for investors? What insights does Anne share from her experiences with real estate investment during economic downturns? Anne shares how everyone can contact her. Additional Resources from Anne Gannon: Website: LinkedIn: 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 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon
05/14/2025
Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon
Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people that know more about small businesses than Anne, simply because she has spent a decade on weekly calls with owners around the country. She hears their frustrations, understands their pain points, and helps them navigate challenges while planning for the expansion phase of the business What You Will Learn: Who is Anne Gannon? What led Anne Gannon to transition from a competitive golf career to accounting? How did Anne’s entrepreneurial background influence her approach to accounting? What prompted Anne to launch her own company, Largo Group, in 2016? What strategies did Anne implement to help business owners regain control during the pandemic? What role does real estate play in long-term investment strategies, according to Anne? What insights does Anne share from her book, The Real Estate Accelerator? How did the pandemic shift investor strategies from long-term rentals to short-term rentals? What advantages do short-term rentals offer compared to traditional long-term rentals? What financial benefits are investors seeing from shifting to short-term rental strategies? How do short-term rental investors approach property management differently than traditional landlords? Why is asset protection important for investors in short-term rentals? How can the legal structure of real estate investments protect owners from liability What types of business structures are most effective for real estate investors, according to Anne? What is the significance of understanding effective tax rates for business owners and investors? How does Anne define a "real estate accelerator" and its importance for investors? What insights does Anne share from her experiences with real estate investment during economic downturns? Anne shares how everyone can contact her. Additional Resources from Anne Gannon: Website: LinkedIn: 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 333: Exploring Creative Strategies, with Trever Ahing
05/07/2025
Episode 333: Exploring Creative Strategies, with Trever Ahing
Trever Ahing is an 8 year Marine veteran who transitioned into a creative real estate game changer! He is the Founder and CEO of the leading novation educational company in America, Buyer Beater University (BBU). Trever and his team specialize in teaching investors, wholesalers, and agents of any experience their patented novation strategy that has made them millions from sellers who want more for their home. Trever enlisted in the Marines at 19 years old and within 3 years he reached the rank of Sergeant, with multiple meritorious promotions under his belt. In 2016, he met his wife while serving in South Africa with the Marine Security Guard Forces and within 8 months they got married and now have a beautiful little girl, a son on the way, and a Real Estate portfolio worth millions. In 2019, tragedy struck Trever’s family. While he was on a training mission for an upcoming deployment, Trever received word that his father-in-law had suddenly passed. This was the first death his wife had to endure in her family, and instead of being able to help her through her healing process, he had to leave for 7 months to the middle east, leaving her alone. After that deployment, Trever decided to hang up his hat as a Marine, and made a vow to reclaim his time and secure family and financial freedom. Since separating out of the service in April of 2021, Trever has amassed a multi-million dollar real estate investment company and has secured himself as the #1 educational company for teaching how to get started in creative real estate investing, specializing in novations. What You Will Learn: Who is Trever Ahing? What led Trever Ahing to transition from a career in parkour to joining the military? What was the pivotal moment that inspired Trever to enter the real estate industry? How did the concept of the "Burr Method" contribute to Trever's investment strategy? What role does networking play in achieving success in real estate according to Trever? What are the key benefits of novation deals for both sellers and investors? What strategies does Trever use to ensure sellers feel comfortable with novation deals? What are the essential steps Trever recommends for executing a successful novation deal? What common challenges do wholesalers face, and how can novation deals address these? What advice does Trever have for wholesalers looking to expand their business through creative strategies? What strategy does Trever use to partner with homeowners for renovations while managing their properties? How does Trever find properties suitable for novation deals? How does Trever emphasize the importance of financial literacy for military personnel? What advice does Trever give to active-duty military members seeking to invest in real estate? How can military members leverage VA loans to build wealth? What are the key markets Trever focuses on for his real estate investments? How does Trever suggest investors can expand their networks and find opportunities in new locations? What is the significance of taking "imperfect action" in real estate investing, according to Trever? Trever shares how everyone can contact him. Additional Resources from Joe Ingram: Website: Email: [email protected] 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 333: Exploring Creative Strategies, with Trever Ahing
05/07/2025
Episode 333: Exploring Creative Strategies, with Trever Ahing
Trever Ahing is an 8 year Marine veteran who transitioned into a creative real estate game changer! He is the Founder and CEO of the leading novation educational company in America, Buyer Beater University (BBU). Trever and his team specialize in teaching investors, wholesalers, and agents of any experience their patented novation strategy that has made them millions from sellers who want more for their home. Trever enlisted in the Marines at 19 years old and within 3 years he reached the rank of Sergeant, with multiple meritorious promotions under his belt. In 2016, he met his wife while serving in South Africa with the Marine Security Guard Forces and within 8 months they got married and now have a beautiful little girl, a son on the way, and a Real Estate portfolio worth millions. In 2019, tragedy struck Trever’s family. While he was on a training mission for an upcoming deployment, Trever received word that his father-in-law had suddenly passed. This was the first death his wife had to endure in her family, and instead of being able to help her through her healing process, he had to leave for 7 months to the middle east, leaving her alone. After that deployment, Trever decided to hang up his hat as a Marine, and made a vow to reclaim his time and secure family and financial freedom. Since separating out of the service in April of 2021, Trever has amassed a multi-million dollar real estate investment company and has secured himself as the #1 educational company for teaching how to get started in creative real estate investing, specializing in novations. What You Will Learn: Who is Trever Ahing? What led Trever Ahing to transition from a career in parkour to joining the military? What was the pivotal moment that inspired Trever to enter the real estate industry? How did the concept of the "Burr Method" contribute to Trever's investment strategy? What role does networking play in achieving success in real estate according to Trever? What are the key benefits of novation deals for both sellers and investors? What strategies does Trever use to ensure sellers feel comfortable with novation deals? What are the essential steps Trever recommends for executing a successful novation deal? What common challenges do wholesalers face, and how can novation deals address these? What advice does Trever have for wholesalers looking to expand their business through creative strategies? What strategy does Trever use to partner with homeowners for renovations while managing their properties? How does Trever find properties suitable for novation deals? How does Trever emphasize the importance of financial literacy for military personnel? What advice does Trever give to active-duty military members seeking to invest in real estate? How can military members leverage VA loans to build wealth? What are the key markets Trever focuses on for his real estate investments? How does Trever suggest investors can expand their networks and find opportunities in new locations? What is the significance of taking "imperfect action" in real estate investing, according to Trever? Trever shares how everyone can contact him. Additional Resources from Joe Ingram: Website: Email: [email protected] 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 332: Implementing Effective Strategies for Sales Success, with Joe Ingram
05/02/2025
Episode 332: Implementing Effective Strategies for Sales Success, with Joe Ingram
Joe Ingram stands as a towering figure in sales strategy and corporate innovation, renowned for catapulting businesses in varied sectors such as automotive, retail, SaaS, and healthcare to new heights. His strategic acumen, infused with a distinctive mix of wit and pragmatism, positions him as the quintessential ally for enterprises in pursuit of radical transformation. Joe’s methodology is rooted in data, customized to each client’s needs, and has consistently broken the mold of conventional sales tactics, establishing him as a highly coveted strategist and speaker for premier corporate gatherings. What You Will Learn: Who is Joe Ingram? What prompted Joe Ingram to transition from electrical engineering to sales? How did Joe’s early experiences in his father’s gas station influence his career? What were the key factors that led to his success in increasing sales at the law firm? What common mistakes do new salespeople make in relationship development? What strategies does Joe recommend for effective communication in sales? What techniques does Joe use to maintain his expertise during client interactions? How does Joe Ingram adapt his identity when communicating with prospects? What are the four steps Joe identifies in the sales process? What strategies does Joe use to analyze potential clients' personalities on LinkedIn? What common mistakes do people make when reaching out to prospects on LinkedIn? What leadership skills are necessary for transitioning from individual sales to team management? What is Joe’s perspective on the importance of understanding conversion rates in sales? What processes does Joe suggest for handling customer interactions to enhance rapport? What is the significance of providing value before asking for a commitment in sales? Joe shares how everyone can contact him. Additional Resources from Joe Ingram: Website: Email: 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 331: Leveraging Infinite Banking for Wealth Creation, with Joey Mure
04/30/2025
Episode 331: Leveraging Infinite Banking for Wealth Creation, with Joey Mure
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord. A lifetime goal of Joey’s is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa’s Business School podcast and Donald Miller’s Building A StoryBrand podcast. He’s happiest when he’s traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).” What You Will Learn: Who is Joey Mure? What inspired Joey Mure to start his journey towards financial freedom? How did Joey’s high income in the corporate world affect his personal life and sense of success? What is the concept of "investor DNA," and how does it relate to individual investment strategies? What resources does Joey provide for individuals to assess their investor DNA? How does Joey’s new book, "Wealth Without Wall Street," summarize his and Russ’s journey to financial freedom? What are the three steps to financial freedom that Joey outlines in his book? How does the GPS analogy help illustrate the process of achieving financial freedom? What tools does Joey offer to help individuals define their current financial status and goals? How does Joey compare different investment vehicles, such as 401(k)s and other options, in terms of reaching financial goals? What is the significance of understanding tax implications when withdrawing from a 401(k)? How can individuals optimize their investment strategies based on their financial goals? What are the implications of locking up funds in a 401(k) until retirement? What is the significance of time and health in relation to retirement savings? How does Joey leverage cash value life insurance for investment opportunities? How does the land flipping business generate consistent income? What challenges have Joey and his partner faced in their investment journey? How does Joey diversify his investments to mitigate risk? Why does Joey emphasize that cash flow is more important than just having cash? How has consumer sentiment affected investment strategies in recent years? Joey shares how everyone can contact him. Additional Resources from Joey Mure: Website: Phone: +1 (205) 370-8460 Email: [email protected] LinkedIn: Facebook: Instagram: Twitter: 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 331: Leveraging Infinite Banking for Wealth Creation, with Joey Mure
04/30/2025
Episode 331: Leveraging Infinite Banking for Wealth Creation, with Joey Mure
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord. A lifetime goal of Joey’s is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa’s Business School podcast and Donald Miller’s Building A StoryBrand podcast. He’s happiest when he’s traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).” What You Will Learn: Who is Joey Mure? What inspired Joey Mure to start his journey towards financial freedom? How did Joey’s high income in the corporate world affect his personal life and sense of success? What is the concept of "investor DNA," and how does it relate to individual investment strategies? What resources does Joey provide for individuals to assess their investor DNA? How does Joey’s new book, "Wealth Without Wall Street," summarize his and Russ’s journey to financial freedom? What are the three steps to financial freedom that Joey outlines in his book? How does the GPS analogy help illustrate the process of achieving financial freedom? What tools does Joey offer to help individuals define their current financial status and goals? How does Joey compare different investment vehicles, such as 401(k)s and other options, in terms of reaching financial goals? What is the significance of understanding tax implications when withdrawing from a 401(k)? How can individuals optimize their investment strategies based on their financial goals? What are the implications of locking up funds in a 401(k) until retirement? What is the significance of time and health in relation to retirement savings? How does Joey leverage cash value life insurance for investment opportunities? How does the land flipping business generate consistent income? What challenges have Joey and his partner faced in their investment journey? How does Joey diversify his investments to mitigate risk? Why does Joey emphasize that cash flow is more important than just having cash? How has consumer sentiment affected investment strategies in recent years? Joey shares how everyone can contact him. Additional Resources from Joey Mure: Website: Phone: +1 (205) 370-8460 Email: [email protected] LinkedIn: Facebook: Instagram: Twitter: 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 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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